Name: SmartOffice Overview
Uploaded: 2020-08-04T18:20:00.000Z
Duration: 1 min 1 s
Description: SmartOffice is a lightweight and easy-to-use mobile document productivity suite available as an SDK or as a mobile app. View, edit, create, print, present, and share Microsoft Office and PDF documents via your mobile device. SmartOffice has been designed to provide an intuitive easy-to-use mobile workflow, perfect for today’s on-the-go world.

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

LibreOffice

The Document Foundation

Microsoft 365 Business Premium

Microsoft

WPS Office

Kingsoft

Microsoft 365

Microsoft Office 2016 (discontinued)

Discontinued Products

Google Workspace

Google

Apache OpenOffice

Apache

Google Workspace Essentials

WordPerfect Office

Alludo

Dropbox

Google Drive

### CRM Integration and Management
Users have varied opinions on SmartOffice's CRM integration and management capabilities. While some users appreciate its ease of use and ability to support CRM initiatives effectively, others find it lacking in intuitiveness and ease of navigation. The integration with proprietary software for new account setup is seen as a positive feature, although there are concerns about scheduling accuracy and data categorization issues. Despite its detailed client data collection capabilities, some users have expressed frustration with customer service and data conversion processes.

### Customer Service and Support
While users appreciate SmartOffice's user-friendly interface and CRM support, they express dissatisfaction with the platform's customer service. Complaints include duplicated reminders, outdated interface, and difficulties in obtaining support. Users highlight issues with understanding industry-specific needs and recurring problems that are not adequately addressed. The outsourcing of the conversion process to India has led to delays and misunderstandings, impacting the overall customer service experience.

### Learning and Usability
Some users find SmartOffice to be very user-friendly and adaptable to their business processes, praising its ease of use. However, others express frustration with the software's navigation between different screens, indicating a need for improvement in terms of usability. The learning curve of SmartOffice seems to be a point of contention among users, with some finding it quick and easy to grasp, while others struggle with its complexity and outdated features. This mixed feedback suggests that SmartOffice's learning and usability capabilities may require further enhancements to meet the diverse needs of its users.

### User Interface and Navigation
Some users find SmartOffice's user interface and navigation to be a bit challenging, requiring time to adapt and navigate efficiently. While some appreciate its features like leads, reports, and email syncing, others feel that the system lacks intuitiveness, making it difficult for new users to grasp its functionalities. The mixed opinions suggest that SmartOffice's user interface and navigation may not be as user-friendly as some would prefer.

Smart Office is a comprehensive CRM and project tracking solution that has been widely used to streamline business processes and enhance client relationships. Users have experienced significant improvements in business efficiency and security by eliminating the need for paper files and providing real-time data accessibility from any location. According to satisfied users, Smart Office has proven invaluable in maintaining strong client relationships and driving sales. It serves as a reliable CRM for agencies, facilitating exceptional client service and unlimited data storage. One notable advantage of Smart Office is its seamless integration with new account software, allowing customer information to populate effortlessly. Users appreciate the platform's intuitive interface and its capabilities in terms of configuration and integration, making it a valuable tool for businesses looking to optimize their operations.

Despite some users expressing dissatisfaction with their experience with Smart Office and suggesting that there may be better alternatives available, many users acknowledge the software's affordability when compared to Salesforce, making it an attractive option for those operating on tighter budgets. By leveraging Smart Office, businesses have reported improved performance in commercial management tasks. The cloud-based nature of the software enables users to track client information, policies, and stay aligned with their teams seamlessly. With features like activity tracking, data storage, and quick access to information, Smart Office proves immensely useful in efficiently managing client relationships.

One notable benefit highlighted by users is the platform's ability to provide instant access to practice data from anywhere. This capability empowers users to respond promptly to client inquiries, ultimately enhancing their professional image as knowledgeable and organized individuals. Particularly for businesses with a high volume of meetings, Smart Office provides a centralized solution for storing client information and meeting notes. By granting quick access to a comprehensive history of notes, it allows professionals to efficiently complete client paperwork without delay.

Users also find value in the software's capacity for integrating all necessary information, effectively linking various aspects of their work. Consequently, Smart Office assists with organizational tasks such as financial contacts, policy case management, and client tracking. By aggregating customer information, facilitating client meetings, and ensuring timely follow-ups, the software proves indispensable for businesses aiming to enhance customer satisfaction.

In the financial services industry, Smart Office is instrumental in managing agent commissions, licensing, and consolidating information from different clients. Through its case management tracking capabilities, administration support, compensation solutions, and database mining features, the software simplifies complex processes surrounding client requests and project completion. This allows businesses to track their office's progress more effectively and automate their practice efficiently.

Overall, Smart Office caters to a wide range of use cases, offering a versatile solution for businesses across industries. Users rely on Smart Office to effectively track caseloads, catch mistakes, and facilitate necessary follow-ups, ultimately increasing productivity and ensuring client satisfaction. With its user-friendly interface and robust features, the software enables users to become more automated in their daily practice.

For businesses in the financial services sector, Smart Office proves invaluable in managing agent commissions, licensing, and consolidating information from various clients. It simplifies the process of adding and retrieving client data in a secure and efficient manner. The software's ability to integrate with different systems makes it a powerful tool for financial professionals who require comprehensive customer information at their fingertips.

Smart Office has also been praised for its capabilities in organizational tasks such as financial contacts and policy case management. By centralizing client information, the software allows users to stay on top of important details and efficiently serve their clients' needs. Additionally, its feature set assists with keeping track of clients, suspending future contacts and reviews, and ensuring that all interactions are promptly addressed.

Moreover, Smart Office serves as a reliable solution for case management tracking across industries. From administration support to compensation solutions and database mining, the software streamlines operations by providing a centralized platform for managing requests and tracking progress. Businesses can easily monitor project timelines, allocate resources effectively, and meet client expectations with ease.

In conclusion, Smart Office is a versatile software solution that caters to various use cases across industries. Users leverage its features to streamline business processes, enhance client relationships, and drive sales. Whether it's improving business efficiency through paperless operations or providing instant access to critical client information from any location, Smart Office has proven to be a valuable asset for businesses looking to optimize their operations and deliver exceptional customer service.

Great One-Stop CRM Solution: Many users have found SmartOffice to be a great one-stop option for their CRM needs. It offers the ability to store and easily retrieve data in multiple ways, making it particularly beneficial for users. The software's notes section and task and todo sections are also highly praised by users, who find them very beneficial and use them daily.

Easy to Use with Short Learning Curve: Users appreciate that SmartOffice is easy to use and has a short learning curve. This makes it accessible for both new and experienced users, allowing them to quickly adapt to the software without any major challenges.

Integration with Microsoft Office, especially Outlook: SmartOffice's integration with Microsoft Office, especially Outlook, is highly regarded by users. This seamless integration allows for smooth communication and coordination between different platforms, enhancing productivity and efficiency in managing customer relationships.

Unintuitive User Interface: Some users have found the user interface to be unintuitive and mentioned that it took time to get used to. They felt that the software could benefit from a more user-friendly design.

Compatibility Issues: Several users experienced compatibility issues with new systems. This has caused inconvenience for these users as they had to troubleshoot and find workarounds to make the software function properly.

Dissatisfaction with Customer Service: Multiple users expressed their dissatisfaction with the customer service, describing it as terrible. They reported difficulties in getting timely responses and felt that the customer service team lacked understanding of the financial industry, which affected their ability to resolve issues effectively.

Users have made several recommendations for SmartOffice based on their experiences. 

Users recommend spending time learning the important tools of SmartOffice. They believe that investing time in understanding and utilizing the various features and functionalities of the platform is crucial for maximizing its benefits.

Users suggest that SmartOffice should be more updated and efficient. They feel that improvements in the platform's performance and user interface would enhance their overall experience with the CRM.

Users also recommend ensuring seamless integration with life insurance products. They find it essential for SmartOffice to fully integrate with life insurance programs and systems to effectively manage client information and streamline workflows.

Overall, users believe that SmartOffice is a versatile CRM solution beneficial for anyone in financial services. They appreciate its ability to store client information, integrate with other programs, manipulate data, and generate reports. However, they emphasize the importance of continuous improvement and personal investment in learning all the features to fully leverage the platform's capabilities. Additionally, users express a need for better performance and integration with specific industry-related products such as life insurance programs.

Microsoft 365 (formerly Office 365) is a Microsoft Cloud subscription service that includes Microsoft Office products (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access). The software can be installed across multiple devices and ensures that users always have the most up-to-date version of the included Office applications.

Individual

Business Basic

Business Standard

Business Premium

Business - Apps

Enterprise - E3

Enterprise - E5

Enterprise - F3

Business Starter

Business Plus

SmartOffice

Office Suites are suites of personal productivity products for creating documents, spreadsheets, presentations and other similar capabilities. The trend in this area in recent years has been to move away from installed, licensed software products towards online products that are accessed over the Internet and are paid via a monthly or annual subscription.

Office Suites

SmartOffice Online iPad Demo

Recensione finale con demo software di Plustek SmartOffice PN2040

Visitor Management Software | Smart office | Complete demo of visitor management application

Demo on SmartOffice HRMS

SmartOffice Alexa Skill for SalesForce Demo

SmartOffice Demo Video

SmartOffice PS406U series unboxing and demo

SmartOffice iPad App Preview

SmartOffice PL2546 PL2550 Demo

SmartOffice Payroll - How to setup Geo Fencing and demo of the concept

Demo SmartOffice

Demo SmartOffice trong bộ giải pháp EOffice

SmartOffice PL2546/PL2550 Demo

The smartOFFICE Online 5 Minute Demo

SmartOffice Online Free Web Demo

Artifex Software

SmartOffice Overview

SmartOffice is a lightweight and easy-to-use mobile document productivity suite available as an SDK or as a mobile app. View, edit, create, print, present, and share Microsoft Office and PDF documents via your mobile device. SmartOffice has been designed to provide an intuitive easy-to-use mobile workflow, perfect for today’s on-the-go world.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Office Suites Software