Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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