Generate more leads with the Database + SmartOffice integration

A database is an organized collection of structured information or data, generally stored electronically in a computer system.

An essential benefit of using databases is the security of having control from a database management system (DBMS). Together, the data and the DBMS and the applications associated with them are referred to as database systems, often abbreviated to databases only.

The data within the most common types of databases in operation today is typically modeled in rows and columns in a series of tables to make data processing and querying efficient. The data can, therefore, be easily accessed, managed, modified, updated, checked, and organized. Most databases use structured query language (SQL) to write and query data, which is undoubtedly an excellent reason to use this technology.

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.