SmartOffice
for Advisors & Agents

"SmartOffice makes me a major league player. The differences between SmartOffice and other systems are enormous.

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Client Success Stories

Capitalize on the power of database marketing to support a 100% referral-based practice
Segment contacts by type to focus on the right people at the right time
Proactively reach out to clients and ensure no activities fall through the cracks
Manage and track referrals to ensure continued growth
Increase reporting capabilities and workflow efficiencies
Effectively track referrals for business partners (estate planning attorneys, CPAs, mortgage brokers, etc.)

Targeted marketing outreach has helped maintain 60% new business income from existing clients
Proactive client contact has made it easier to maintain trust—even in a down market
Automated alerts help ensure client relationships are constantly ‘watered’ for growth
Client segmentation by type (client/prospect/suspect) and subtype (proven/probable/unconfirmed/unwilling to provide referrals) ensures proper focus and use of resources
Able to easily track and monitor joint activity with trusted business partners
Access to online training has reduced training requirements for new personnel

P: 800-777-9188
E: crmsales@zinnia.com
5801 SW 6th Avenue
Topeka, KS 66636