SmartOffice + RevSend Integration
Enhance your SmartOffice CRM with the RevSend integration, combining powerful client management and seamless personalized gifting to boost relationships and retention.
Integrate SmartOffice with RevSend to automate personalized gifting directly from your CRM. Financial advisors and insurance agents can nurture relationships, drive client retention, and celebrate key milestones with a wide variety of digital and physical gifts, custom packaging, handwritten notes, and real-time tracking. RevSend’s solution streamlines gift sending, enabling SmartOffice users to create high-impact experiences at scale without leaving their workflow.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
