SmartOffice

What do you like best?

Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using redtail and SmartOffice has been great for our advisors and staff

What do you dislike?

as detailed and open as this software is, it can be overwhelming at first. The amount of options and date you have can be a lot if you don't know what you're doing. The customization can make things difficult at times

What problems are you solving with the product? What benefits have you realized?

We are using it at a firm level for staff and our advisors. We are tracking key sales details with our advisors to help them better target prospects and using it for our staff to tracking commissions and recruiting