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Cloud-Based CRM and AMS for Advisors and Agents

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SmartOffice Overview

SmartOffice is a cloud-based CRM (Customer Relationship Management) and AMS (Agency Management System) specifically designed for financial advisors and agents. Its user-friendly interface allows advisors to efficiently manage client relationships and track interactions. With SmartOffice, advisors can easily store and access client information, including contact details, financial goals, and communication history. The software offers robust automation tools for scheduling appointments, sending reminders, and generating reports, streamlining administrative tasks. SmartOffice also provides integration with popular financial planning and productivity tools, enhancing productivity and efficiency for advisors and agents. With its comprehensive features tailored to the needs of financial professionals, SmartOffice empowers advisors to deliver personalized service and grow their client base effectively.
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SmartOffice screenshot & Video

Contact Details

  • Vendor Name Ebix
  • Founded 1989
  • Location United States
  • Employees 1000+

Support

  • Email Email
  • Phone Phone

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Financial Services, Information Technology & Services, Insurance, Marketing & Advertising, Other Industries

SmartOffice Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

SmartOffice Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

SmartOffice FAQs

  • No, SmartOffice does not offer a free version.

  • Yes, SmartOffice offers a free trial.

  • No, Credit Card details are not required for the SmartOffice trial.

  • No, SmartOffice does not offer an API.

  • SmartOffice offers support with the following options:
    • Email , Phone

  • SmartOffice offers training with the following options:
    • In-person , Webinar , Documentation

  • Following are the typical users of the SmartOffice:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • SmartOffice supports the following deployment:
    • Cloud Hosted , Deployment Type

  • SmartOffice supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux