Wer nutzt diese Software?
SmartOffice is a CRM solution for companies of all sizes in the finanical and insurance industries.
Durchschnittliche Bewertung4 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Preisinformationen Contact Ebix for pricing details.
- Kostenlose Version Nein
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 6.12.2018
Relatively Easy to Use
Kommentare: I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.
Vorteile: I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.
Nachteile: For all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode