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What is SmartOffice?

SmartOffice is a cloud-based CRM and AMS tailored for financial professionals like advisors, agents, BGAs, RIAs, and broker-dealers, offering a comprehensive suite of tools for managing client relationships, workflows, data, and regulatory compliance. Its core features include contact management, investment and policy tracking, and efficient time and calendar management, alongside opportunity tracking and sophisticated reporting options. With a strong emphasis on cybersecurity and compliance, SmartOffice protects client data while ensuring smooth integration with Office 365 applications (Outlook, Excel, Word) and a variety of sales, financial planning, insurance, and marketing systems. The platform provides vital functionalities such as centralized client histories, collaboration among staff, safe remote access to data, and the organized management of agency operations through its agency management system. It is especially advantageous for established firms looking to enhance their operational visibility and streamline tools, thereby improving their opportunity pipelines, reporting mechanisms, and overall workflow efficiency. Furthermore, SmartOffice’s robust features make it an ideal choice for financial professionals dedicated to maximizing their productivity and effectiveness in a competitive market.

What is Third Eye?

Our Premium Finance Software goes beyond simple quoting and billing; it operates as an all-encompassing enterprise loan management platform that streamlines cash management, tracks receivables, oversees income, ensures compliance, and provides comprehensive financial reporting. With this enterprise-grade solution specifically designed to handle the intricacies of payment plans in the healthcare industry, users can experience peace of mind. Our platform is particularly crafted for Realtor Commission and Commission Advances, focusing on minimizing operational costs while fostering enhanced client relationship management. This integrated solution effortlessly links service providers, dealers, carriers, and clients, allowing for tailored payment plans, efficient contract servicing, and thorough business oversight. Benefiting from Third Eye Solutions' unrivaled industry knowledge and state-of-the-art technology, we lead the market with our ability to deliver prompt solutions. Our unwavering commitment to client satisfaction is exemplified through our exceptional service and support, ensuring every client feels valued and prioritized. Together, these features enable businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuidePro
Morningstar
NaviPlan
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
etfile

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuidePro
Morningstar
NaviPlan
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
etfile

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zinnia

Date Founded

2005

Company Location

United States

Company Website

www.smartofficecrm.com

Company Facts

Organization Name

Third Eye Solutions

Date Founded

2001

Company Location

Canada

Company Website

www.thirdeyesolutions.com

Categories and Features

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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