Client and Account Tracking
SmartOffice helps you manage and utilise valuable information such as corporate, personal, family, business and key relations.
Mobile Solutions
SmartOffice Mobile gives you anytime, anywhere access to your SmartOffice data on a Palm, Pocket PC or notebook computer, making it easy to manage your calendar, keep track of contact information, capture meeting outcomes and quickly locate policy and investment information for each client.
Sales
Sales Opportunity Tracking within SmartOffice helps track and manage every sales opportunity. A detailed opportunities dash board provides instant visibility into each opportunity to determine the best course of action.
Views include opportunity specific activities and communication, where each opportunity falls within the sales pipeline and how actual results compare to the sales forecast.
Marketing
Marketing Profiling & List Management within SmartOffice drives more effective marketing, generating target lists by cross referencing various kinds of information using dynamic filters and customised sets. Staff can kick off targeted marketing campaigns via mail, e-mail, fax and telephone to help drive future business.
SmartOffice Mass E-mail/Direct Marketing is facilitated with user defined contact sets that generate and print mail merge letters or broadcast email/faxes based upon client/prospect preferred communication methods.
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