A CRM solution for insurance and financial services professionals offering client management and policy tracking.
Custom
| Founded | 1990 |
| Headquarters | Markham, Canada |
Looking for something different? Here are the top alternatives to SmartOffice:
An AI-powered real estate platform formerly known as Chime that offers CRM, IDX, and smart automation for lead conversion.
A highly customizable CRM platform that provides AI-driven insights for sales, marketing, and customer service teams.
A business management platform for creatives and service providers offering CRM, forms, contracts, and invoicing in one place.
An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.
A lightweight pipeline-centric CRM by Zoho designed for micro and small businesses looking for essential deal management without clutter.
A field service management platform with CRM capabilities designed for home service businesses like HVAC, plumbing, and landscaping.
A small business management platform that combines CRM with scheduling, billing, and client communication tools.
An AI-powered CRM by Freshworks that offers built-in phone, email, and chat for streamlined sales engagement.
