Description
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.
Details
- Price Request for Pricing
- Company Name Smartoffice crm
- Listing categories Customer & Sales / Customer Relationship Management (CRM) / Financial CRM
- Open Source No
- Customization Not Available
- Is Your Software Cloud Based? Yes-Cloud
Specification
Software Suites for?
Small Business, Medium Sized Business
API Support
Is it cloud based?
Technical Support
Payment
Yearly Payment, Monthly payment
Multi Language Support
Desktop OS Support
Windows, Macintosh
Mobile Platform
IOS, Android
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