List of SmartOffice CRM Customers
Topeka, 66636, KS,
United States
Since 2010, our global team of researchers has been studying SmartOffice CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartOffice CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartOffice CRM for CRM include: American Home Life Insurance Co, a United States based Insurance organisation with 50 employees and revenues of $10.0 million, Seneco & Associates, a United States based Insurance organisation with 20 employees and revenues of $4.0 million, Simplicity AFG, a United States based Insurance organisation with 15 employees and revenues of $3.0 million, Alan Kaye Insurance, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartOffice CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartOffice CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alan Kaye Insurance | Insurance | 10 | $1M | United States | SmartOffice | SmartOffice CRM | CRM | 2014 | n/a |
In 2014, Alan Kaye Insurance implemented SmartOffice CRM. The agency consolidated data from multiple systems into a single insurance-focused CRM to standardize client records and enable consolidated case management and centralized client communications. Implementation configured policy and case management modules, communications tracking, enhanced search and reporting, and predictable sales workflow capabilities within SmartOffice CRM. The deployment focused on improving staff collaboration across sales and service functions.
Data consolidation integrated multiple source systems into SmartOffice CRM to create a unified client and case record, supporting insurance policy and case management workflows and organization-wide communications tracking. Operational scope covered locations in the United States with rollout of standardized sales processes and centralized client communications governance across sites. Governance activities emphasized standardized workflow configurations and reporting controls to ensure consistent sales and service handoffs. Reported improvements included better staff collaboration, improved search and reporting capabilities, and more predictable sales workflows.
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American Home Life Insurance Co | Insurance | 50 | $10M | United States | SmartOffice | SmartOffice CRM | CRM | 2016 | n/a |
In 2016, American Home Life Insurance Co implemented SmartOffice CRM, deploying the SmartOffice CRM application to centralize case and contact management within the insurer's small enterprise environment. The implementation included a background service that automatically inserts requirement status into the applicable SmartOffice pending case requirement notes, operationalizing case requirement tracking within the CRM and leveraging the application’s case requirement management and notes automation capabilities in the CRM category.
Operational scope focused on sales, policy administration, and agent servicing workflows where pending case requirement notes are used by underwriters and agents for ongoing case handling. Configuration centered on mapping requirement types to note templates, scheduling the background service to write status updates into pending case requirement notes, and enforcing CRM permissioning for note visibility and edit control. The deployment referenced SmartLink for service providers features in SmartOffice to surface service-provider related requirement entries inside SmartOffice pending case requirement notes, keeping American Home Life Insurance Co aligned around SmartOffice CRM as the primary CRM tool for case and requirement processes.
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Seneco & Associates | Insurance | 20 | $4M | United States | SmartOffice | SmartOffice CRM | CRM | 2011 | n/a |
In 2011 Seneco & Associates implemented SmartOffice CRM as its financial-services practice-management system, using the application to centralize client records and workflow within the CRM category. The deployment consolidated more than 1,000 contacts and was configured to capture the majority of staff activity across the small United States advisory firm.
SmartOffice CRM configuration emphasized activity tracking and document and policy tracking capabilities, enabling staff to log client interactions, associate insurance-related documents with policy records, and maintain a persistent activity timeline. The implementation included phone tracking integrated into contact records to surface call history and facilitate activity attribution, and workflows were aligned to brokerage style task assignments and follow up routines consistent with CRM practice management.
Operational coverage focused on core business functions including client service, policy administration, and sales activities for the United States practice. Integrated phone tracking tied inbound and outbound call events directly into SmartOffice CRM contact profiles, and the system captured staff activity to support ongoing client engagement and administrative continuity.
Rollout reflected heavy CRM adoption across the 20 person firm, which required standardized processes for activity logging and document tagging to ensure data consistency and operational governance. The implementation produced reported increases in operational efficiency and client satisfaction as part of the firm s practice-management use of SmartOffice CRM.
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Insurance | 15 | $3M | United States | SmartOffice | SmartOffice CRM | CRM | 2005 | n/a |
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