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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

To achieve success as an advisor, it is essential to enhance your clients' financial situations in a way that makes them appreciate the value of your services. This requires a deeper understanding of their financial circumstances and needs than they possess themselves. Utilizing a smart technology solution can provide the insights necessary to analyze, serve, and communicate with your clients more effectively. SmartOffice, a customer relationship management (CRM) tool from Ebix, is specifically designed to assist financial services professionals in managing these vital functions. With its robust capabilities, SmartOffice can serve as the foundational system for your practice. The platform's modular design allows it to be tailored to fit the specific requirements of virtually any business model. Additionally, SmartIntegrator empowers your IT team to seamlessly integrate other systems with SmartOffice, thanks to its open API, which facilitates personalized integration with both in-house and external systems. By leveraging these advanced tools, you can significantly enhance your service offerings and strengthen client relationships.

Description

Focused on results, we specialize in enterprise solutions and bespoke development to help elevate your business. With a portfolio of over 250 web and mobile applications, Webxloo leverages extensive experience to benefit our clients. Our technology-driven solutions instill confidence in our customers. Webxloo’s Customer Relationship Management system enhances your business operations without adding complexity. As a business owner, you recognize the importance of making customers feel valued for long-term loyalty, and we share that understanding. That’s why we provide a CRM system tailored for effective management of sales leads, enabling you to track interactions with potential customers seamlessly. This system allows for timely follow-ups, consolidates all your contacts in one place, and delivers a comprehensive view of each client. Designed to be user-friendly, our Webxloo CRM features a minimal learning curve, ensuring your sales team can quickly adapt and utilize it efficiently. Ultimately, our goal is to empower your business with the tools needed for sustained growth and customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ebix

Founded

1989

Country

United States

Website

www.ebix.com/smart-office

Vendor Details

Company Name

Webxloo

Founded

2005

Country

United States

Website

webxloo.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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