SmartOffice CRM 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.
SmartOffice CRM Alternatives
ConnectWise RMM
Manage your clients' IT infrastructure. Don't settle. ConnectWise RMM, a ConnectWise software solution that provides proactive tools as well as NOC services, will exceed your clients' expectations. Smart patching is more important than ever as the number of vulnerabilities is increasing every year. We automatically test and deploy patches when possible and limit harmful patches. Clients are protected while you spend less time managing endpoints, and more time growing your company. It is difficult to find, afford and retain high-quality talent. 81% of IT leaders believe it's difficult to find the right talent. Add ConnectWise RMM and NOC services to get the expertise and problem solving you need to be the advisor your clients require--without increasing headcount.
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Plexxis Software
PLEXXIS is a subcontractor solution uniting project management, accounting, estimating, takeoff and mobile apps on a single tech stack.
Plexxis also provides 100% in-house implementation and support services and PLAIN LANGUAGE agreements that PROTECT SUBCONTRACTORS FROM;
1) UNFAIR SUBSCRIPTIONS: Lack of transparency of total cost to onboard, and/or misrepresentation of products and services while failing to provide fair options for cancellation.
2) CLOUD CUFFING: When software vendors charge license or subscription fees BEFORE the client is LIVE while also keeping client data hostage in order to extort additional payments.
3) SMOKE STACKING: When software vendors oversell the level of integration of products in a tech stack.
4) OVERAGES: When software vendor provides just service rates and non-committal plan or suggested cost to onboard in a way that sets the client up for change orders
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BoldTrail Back Office
BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience.
Key features of BoldTrail include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes:
- Expert and Responsive Customer Service
- Integration Marketplace along with an Open API
- Organized Implementation Strategy
- Comprehensive Product Documentation
- Availability of Professional Services
This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.
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EbixEnterprise
EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization.
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Integrations
Company Details
Company:
Ebix
Year Founded:
1989
Headquarters:
United States
Website:
www.ebix.com/smart-office
Media
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Product Details
Platforms
Web-Based
SmartOffice CRM Features and Options
CRM Software
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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