Durchschnittliche Bewertung3 Bewertungen
- Gesamt 5 / 5
- Bedienkomfort 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
Cloud, SaaS, Web
Angaben zum Hersteller
- Gegründet 1989
- Palmetto Bay, FL
Web-based customer relationship management solution for insurance and financial services businesses.
- Angebote / Vorschläge
- E-Mail Marketing
- Interne Chat-Integration
- Lead Scoring
- Mobiler Zugriff
Die hilfreichsten Reviews für SmartOffice
Bewertet am 7.3.2018
I have been using this for longer than 10 years and it's a great tool that will make you look smart.
Kommentare: I am able to access my practice's data from anywhere and give answers to my clients instantly. It makes me look smart and organized and my clients appreciate the quick response, which by the way they want and expect.
Vorteile: Easy access to my practice's data anywhere, anytime; helps me deliver great service to my existing clients ; helps me meet more of my clients' needs; expand client base by converting new prospects to clients.
Nachteile: Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it. It makes your life easier and it's worth the cost for sure!
Bewertet am 24.4.2018
Good CRM works well.
Vorteile: Very easy to use, tracks my files and client information well. Very happy with the price and customer service.
Nachteile: Would be nice if there was a little better integration for life insurance case management and tracking.