Streamline your data management process with the Platform.ly + SmartOffice integration

Platform.ly is a tool powerful and easy to use, useful for business management and marketing automation, designed for entrepreneurs focused on growing their business.

Platform.ly makes it easy to assign marketing by accurately monitoring interactions between different campaigns and channels throughout the entire marketing funnel.

Moreover, Platform.ly helps you to understand unequivocally which marketing activities drive sales the most, which are your most loyal customers and which determine the growth of your company.

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.