Connect your SmartOffice and Fonality using Tenfold to automatically track and
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Fonality’s business phone systems come bundled with unified communications software – a powerful combo that’ll help you sell, service, and collaborate with ease. Founded in 2004... Read more
SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle critical tasks.SmartOffice has the power necessary to serve as the backbone of financial... Read more
Tenfold is a phone intelligence solution which unifies a user’s phone system and CRM platform;
All calls made on your phone will be automatically logged in SmartOffice,
allowing them to work together, and streamline the customer experience. Read more
100% Data Capture
Tenfold automatically captures every interaction and natively integrates with all
communication platforms including SmartOffice
Tenfold provides immediate transparency across all departments, specific to the current
Ease of Implementation
There is minimal change to end user behavior and as always, no change in existing
infrastructure is required with the Tenfold and SmartOfficeintegration
With Tenfold, you also have the ability to innovate by leveraging your current tech stack
and operate within current security requirements
Running a modern day business is like having a bad set of windshield wipers in a storm, you get 20%
visibility into the activity that your team is doing and not enough to really know what is going on.
Tenfold installs a new set of windshield wipers that gives you 100% visibility into your business.
Native integration with all communication
Tenfold provides automatic capture of customer interaction data in real-time with minimal change to
end user behaviors as well as the flexibility to add/change systems without hidden costs or service
Request a Demo Put customer information into action on the phone, every time, in real-time. Request a Demo
Schedule a ConversationOur solution consultants are here to answer all of your questions.Talk with a Specialist
Founded in 2004 and based in Plano, Texas, Fonality started operating as a subsidiary of NetFortis, Inc in 2017. It has additional centers in Makati City, Philippines; North Sydney, Australia; and Culver City, California. Before the acquisition, Fonality had 30,000 clients and approximately 300,000 people who relied on the service every day in 41 countries. These customers are now combined with those at NetFortis. NetFortis CEO Grant Evans has maintained leadership of the new company. John Young is the vice president of sales. Fonality’s partners, including companies Spectrum Technologies, Apex Communications, and Zthernet, have been consolidated with NetFortis’ platinum business partners, including Bridgepointe Technologies, Intelisys and Sandler Partners.
Fonality provides a variety of phone services, including business phone systems, public and private cloud solutions, and hosted PBX phone systems. It also assists the business industry by offering hybrid PBX systems, unified communications solutions, and VoIP phone systems. Providing specialized solutions for the legal, insurance, service and technology, non-profit, education, and manufacturing industries, Fonality has a comprehensive suite of secure cloud solutions. Some of the most popular services include integrated call management and collaboration, mobile device integration, and unified communication, which allows callers to simultaneously connect with everyone at a company, as well as suppliers and customers.
Since Fonality’s inception, it has earned worldwide recognition and garnered many industry awards. Fonality received PCMag’s Editors’ Choice award and an “excellent” rating for their VoIP solutions, such as unified communications, call center capabilities, and call routing. Additionally, they have earned TMC’s Annual Telephony Product of the Year in 2011, 2012, and 2014 through 2017. Recognized for their contact center technology by Customer magazine, Fonality has been the recipient of more than 50 industry awards.
SmartOffice was developed by Ebix Inc., founded in 1976 in Atlanta, Georgia. The company went public in 1987 and is traded on the NASDAQ under the ticker symbol EBIX. Ebix is headquartered in John’s Creek, Georgia, and led by chairman and CEO Robert Raina. The company has several offices across the USA including Los Angeles, San Diego, Pittsburgh, Miami, Park City, Columbus, Dallas, and Portland. Ebix also has offices in Australia, New Zealand, Singapore, China, Japan, Canada, and India. Ebix has a global workforce of close to 5000 employees.
SmartOffice, powered by Ebix, is an enterprise services solution for insurance companies and financial advisors. Early this year, SmartOffice partnered with TeamDrive Systems to launch the first enterprise productivity tool with end-to-end encryption. Ebix CRM, earlier known as E-Z Data, provides automated reporting capabilities, and agency management support to boost revenues. SmartOffice’s Agency Management Solution combines the functionalities of a CRM solution with those of an agency management system to help users perform business-critical tasks efficiently. Its intuitive dashboard also calculates commissions and generates client reports on-demand. The highly adaptable solution can be customized to suit the needs of any business.
SmartOffice’s software for financial advisors makes it easy for them to communicate with clients. It enables companies to handle new businesses, oversee operations, and communicate with advisors effectively. It can be effortlessly synced with Outlook Exchange to manage contacts. Its intuitive dashboard helps to track client information as well as other company news and events in one place. The highly secure software comes integrated with Department of Labor Compliance tools. Ebix partners with a host of other companies such as AIG, AXA, Blackberry, Advicent, and American National to deliver pre-built integrations to address different client needs.
In recognition of its role as supplier invested in the growth and development of its partner companies, SmartOffice was conferred the prestigious DSA Partnership Award for 2015-16. SmartOffice’s parent company, Ebix, has also won a range of awards for its contribution to e-Healthcare for the learning tool it built for Allergan.
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