Customer & Sales

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Smartoffice is another powerful tool that is available in the market. This tool includes several amazing features which will help an advisor a lot with the customer relationship management. Client interaction, document tracking, activity, calendar management are some of the core features. Other than these it also offers sales, insurance, investment and marketing solutions too. It provides an option to integrate with Precise FP, Laser app, TD Ameritrade, Advicent and Charles Schwab. Smartoffice is an efficient tool offering so many amazing features for the users.

Mobile Support

Yes

Mobile Platform

IOS, Android

Desktop OS Support

Windows, Macintosh

Multi Language Support

No

Customization

Not Available

Payment

Yearly Payment, Monthly payment

API Support

Yes - API Available

Technical Support

Phone Support, Email Support

Is it cloud based?

Yes-Cloud

Open Source

No

Software Suites for?

Small Business, Medium Sized Business

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