Streamline your data management process with the NetSuite + SmartOffice integration

NetSuite is a business management software, which also includes an ERP (Enterprise Resource Planning) solution. NetSuite is a scalable solution, suitable from companies from midsized businesses to large enterprises. NetSuite manages the entire organization processes, including financial, asset, revenue, order, supply chain, and inventory management.

NetSuite offers multiple benefits that can be exploited by users who use it, for example, the first benefit is the scalability in terms of functionality because NetSuite allows you at any time to expand its functionality by having complete customization through full compatibility between releases. The second NetSuite's benefit is given by the scalability in terms of infrastructure and managed volumes, guaranteed by the use of an S.a.a.S. that allows, through the adoption of the most modern technologies, to have a system always correctly sized.

An excellent reason to use NetSuite is certainly the automation services. NetSuite offers these services that can cover any aspect of sales processes (including billing and invoicing) and include project management and accounting systems, the management solution expenses, and a reliable analysis platform that provides advanced and detailed performance and forecast data. Surely a massive plus for a Business Management Software.

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.