Rolldog Ltd
Rolldog synchronizes Microsoft Outlook emails and calendar events with the Rolldog opportunity management platform for B2B sales.
Rolldog Ltd.Price not published
SmartOffice
by Zinnia Tech Solutions LLCMicrosoft 365Price not published
Manage financial-services client records and communication in Outlook with SmartOffice.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
This Outlook add-in connects to a SmartOffice client database. It lets users inspect contact information and record email messages while working in Outlook. New contacts can be created from people involved in Outlook messages. Calendar activities, tasks, and notes can also be added to SmartOffice from Outlook.
Key capabilities
from the Microsoft Marketplace listingRecord Email Messages
Saves copies of Outlook messages in SmartOffice SmartPad.
Create Client Contacts
Adds people from Outlook messages to the SmartOffice database.
View Contact Records
Displays contact details, scheduled activities, tasks, notes, and documents in Outlook.
Add Record Items
Creates calendar activities, tasks, and notes in SmartOffice.
Use cases
- Insurance agents and financial advisors can work with client information from Outlook.
- Client correspondence can be stored in SmartOffice for later access.
Who it's for
The vendor names insurance agents and financial advisors.
How it compares
SmartOffice, Rolldog Ltd, CMap for Outlook, Nimble Contacts, and Email2Contact are all listed with cloud deployment and unknown pricing. BizDev Assistant is listed as paid and cloud-deployed, while SmartOffice has unknown pricing.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Rolldog Ltd | Price not published | Cloud | |
| CMap for Outlook | Price not published | Cloud | |
| Nimble Contacts | Price not published | Cloud | |
| Email2Contact | Price not published | Cloud | |
| BizDev Assistant | Paid | Cloud |
In the catalog
129 plugins in Outlook · Sales
Price distribution: 3 free, 3 freemium, 16 paid, 107 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«p { font-size:12.0pt; font-family:"Times New Roman",serif; } SmartOffice, powered by Zinnia, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones. The SmartOffice add-in for Outlook …»
Official marketplace listing
Marketplace
Publisher
Zinnia Tech Solutions LLC
Updated on marketplace
Facts verified