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 practice. The application is highly modular and can be configured to meet the needs of just about any business.
contact and calendar management
policy and investment tracking
sales lead and opportunity tracking
data import and reporting
Increase the talk time of your team by using this integration.
No more data entry You’re not a robot so stop logging your calls like one! Tenfold puts an end to the chore. Each call made on your Phone will be logged into SmartOffice automatically as a "Call". Each call record will include information such as the duration, who made the call, which leads/contacts are related, and any user entered call notes.
Make More Calls Our click to dial works on any webpage whether you’re on a detail or list view in SmartOffice, your inbox, or in spreadsheet. If there’s a phone number, you can click it. While it’s ringing, productively review your history or if they're not already in the CRM add them with ease by creating a new lead/contact in SmartOffice right from the popup!
Start recognizing your callers Start each call off with context. No more: “What’d you say your name is?”, “What company are you with?”, or “Where’d we leave off?”. The Tenfold popup will load relevant information from SmartOffice such as who it is, your previous activities (calls, emails, notes, etc).
Better Follow Ups Always know the next step to close that deal by keeping yourself and colleagues in the loop. With our intelligent note box, you can make following up and collaborating incredibly easy. Typing something like "Follow up next week" will create a new "Task" in SmartOffice. You can even @mention one of your users that were imported from SmartOffice, and Tenfold will automatically create an event for you and anyone included in the note.
Call Analytics Tenfold automatically syncs your team's call activity into SmartOffice, ensuring that data entry into your SmartOffice is maximized across your team when it is time to generate high value reports; you have all of the pieces to the picture. All data is stored within SmartOffice so that actionable insights can be gained.
Tenfold is not your typical CTI solution. It boasts an innovative feature set your users will love.
All Calls are Logged 100% Automatically. No need to be logged into SmartOffice or even have your computer on.
Add Sales Gamification to SmartOffice.
Click to Dial works on any webpage. SmartOffice, your inbox, a spreadsheet, LinkedIn, etc.
Easy to use Inside Sales interface that doesn't require any training.
Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or Predictive Dialer. We call it a Sales Dialer!
Call Centers use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they're not logged into SmartOffice!
Contact name & account link to the SmartOffice records to quickly pull up all your SmartOffice data.
The caller's previous calls, notes, etc are pulled from SmartOffice and displayed in the call Popup
Call Notes entered in one tab are sync'd to others. Never hunt down the tab you left notes in again. We popup right in SmartOffice or any tab.
Call History for reviewing calls made
Call Metrics you can understand.
@mention syntax enables easy sharing of call notes.