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features
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support

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Description

CTI Cloud Hosting stands out as the sole cloud hosting provider that delivers integrated call processing software, tailored IVR solutions, live answering services, and boasts a remarkable 99.9% uptime guarantee, all designed to enhance your business operations! Backed by over three decades of experience in the telecommunications sector and a team of skilled in-house software developers, our company ensures you receive precisely what you require to operate your business both efficiently and affordably. By leveraging the diverse services available through CTI Cloud Hosting, you will not only improve overall customer satisfaction but also refine your business framework. Forget the hassle of buying and maintaining an expensive phone system; instead, enjoy the peace of mind that comes from having your dedicated server securely hosted at our advanced Cloud Hosting PBX Data Center. Our commitment to innovation and customer service sets us apart in the industry.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AvidXchange
MoneyGuidePro
RightCapital
Suite Answer Center

Integrations

AvidXchange
MoneyGuidePro
RightCapital
Suite Answer Center

Pricing Details

$19.99 per month
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

CTI Cloud

Website

www.cticloudhosting.com

Vendor Details

Company Name

Ebix

Founded

1989

Country

United States

Website

www.ebix.com/smart-office

Product Features

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

Cloud PBX

Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing

IVR

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail

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

Alternatives

Alternatives

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smartOFFICE Online

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