SmartOffice Overview
SmartOffice has provided CRM solutions to financial advisors for over 25 years. Thousands of advisors and agents have chosen SmartOffice for its cloud-based CRM and AMS.
Use Cases
Customers recommend Contact List Management, Social Media Analytics, Engaging And Following Up, as the business use cases that they have been most satisfied with while using SmartOffice.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using SmartOffice.
SmartOffice Use-Cases and Business Priorities: Customer Satisfaction Data
SmartOffice works with different mediums / channels such as Phone Calls,
Reviews
"...We can run list, run mail merges, follow ups, detailed notes, you can make phone calls (if your system allows) from the CRM and it will allow you to take notes and track your time on your call and then add it directly to the client file...." Peer review by Michelle L. L, Practice Manager, RP®, Financial Services
Popular Business Setting
for SmartOffice
Top Industries
- Financial Services
- Banking
- Insurance
Popular in
- Small Business
- Mid Market
- Enterprise
SmartOffice is popular in Financial Services, Banking, and Insurance and is widely used by Small Business, Mid Market, and Enterprise.
Comprehensive Insights on SmartOffice Use Cases
How efficiently Does SmartOffice manage your Contact List Management?
What solutions does SmartOffice provide for Engaging And Following Up?
How does SmartOffice facilitate Customer Case Management?
13+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well SmartOffice solved their business needs. Cuspera uses 179 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Peers used SmartOffice for contact list management and social media analytics
SmartOffice Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (20) |
| Analytics | Read Reviews (3) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (20) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for SmartOffice
Top Failure Risks for SmartOffice
Ebix Profile
Company Name
Ebix
Company Website
https://www.ebixcrm.com/HQ Location
1 Ebix Way, Johns Creek, GA 30097, US
Employees
5001-10,000
Social
Financials
NA
Get a personalised risk report for SmartOffice
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
SmartOffice may get in touch with you regarding your request.
Request Custom Quote
Ebix will get in touch with you regarding your request.