"If you are looking to leverage the full capabilities of a CRM and need more than a rolodex. This is the system to purchase."

Owner | Predico Partners

As an E-Z Data (Ebix) user for 16 years, I can attest to the fact that SmartOffice should be on your short list to review as a CRM solution. I have used the system and found critical success with the follow up and tracking capabilities for all aspects of a practice. I have used it when my practice was primarily life insurance and investment sales to moving into just fee based financial planning. In each side of the practice, E-Z Data brought invaluable tools that increased return and productivity to the practice.

This is one of the few CRM tools that allows you to build processes around the specifics of your firm and ensure that the activities are being created and the processes are being followed by everyone in the organization. The marketing follow up and capabilities are outstanding. The internal messaging in wonderful for keeping up with client calls and touches back to the client.