Streamline your data management process with the ActiveCampaign + SmartOffice integration

Activecampaign allows you to create automated follow-up sequences and newsletters to nurture leads and customers. ActiveCampaign automation is one of the most useful features of ActiveCampaign because it helps increase conversion rates by sending highly personalized messages and relevant offers to your audience.

Thanks to ActiveCampaign you have the ability to assign tags to your leads. By doing so, you can segment your audience in order to reach them with the most relevant content and offer, tailored for them. With ActiveCampaign you can easily create workflow and funnels to improve your sales, thanks to an intuitive drag-and-drop campaign builder that everyone can use.

ActiveCampaign gives you all the tools you need to improve your lead generation activity. You can create beautifully designed opt-in forms and install them on your website. Moreover, the in-build analytics tool helps you to track your email marketing results, in order to understand what works and what doesn’t and identify your best prospects and clients.

SmartOffice is a CRM that offers document monitoring and calendar management, also offers sales, marketing, insurance, and investment solutions.

SmartOffice, Ebix's customer relationship management solution, is designed to help financial services professionals address these critical tasks.

SmartOffice has the power to act as the backbone of your practice. The application is highly modular and can be configured to meet the needs of any company. The SmartOffice integration portfolio includes big names like Laser App, Precise FP, Advicent, TD Ameritrade and Charles Schwab.