Shorestone Financial L.
Don't answer the phone, dont reply to customer support emails
Dont answer the phone, dont reply to their support feature.....service has gone down the pan!

From physical office space to unique virtual services, our menu of flexible, on-demand solutions is designed to take day-to-day administrative tasks off your plate.No one else does everything we do, and we have 30 years of experience doing it.
Intelligent Office (intelligentoffice.com) has 148 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Office Space & Supplies
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Office Space & Supplies · Larchmont, New York
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Office Space & Supplies · Myrtle Beach, South Carolina
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Office Space & Supplies · San Jose, California
Excellent
Showing 11 reviews with 1 star · Clear filters
Shorestone Financial L.
Dont answer the phone, dont reply to their support feature.....service has gone down the pan!
opin
Richard is a sexual predator
Robert W.
Wow, I could list the items I have to complain about, but after seeing this profile I doubt Intelligent Office really cares. Feeling like a fool for believing anything Richard told me.
Ben R.
This system is inflexible and poorly designed and the support is non existent. Obvious CRM functions don't exist on it. More than 2 clients on a case?, forget it, vulnerable client?, enjoy the pop up everytime you open that file, customer uploads jpgs and you want to rename?, enjoy downloading every single document, saving it to your drive and renaming, then uploading again. So far, I've not seen them change anything that has been suggested, their only recent 'upgrade' is to close of the old look style IO
Wayne M.
As an IFA over 10 years and partnering with dozens of technology companies (FE, selecta, o&m to name a few, IO is the worst of them all for any kind of service and support. Complaints unanswered, simple problems unresolved for 20+days and don't seem to care! Honestly. Can't believe how shocking they all are!
Anynon
Richard is creeeeeeeeeepy
J K.
Not user friendly at all! Takes 3 hours plus just to load a protection case! The problem is nothing flows, when you try and load a case, you just get lost in the process! The system is just not user friendly for protection advisers! Could never use it in front of a client, because its so not user friendly!
Mr Gary F.
After six months use here is my hosest assessment. The onboarding specialist had little or no idea as much as me in how to use the software... After a while I was given a new specialist who promised much but delivered little. The software is clunky and out of date. Basically, your left to your own devices... Good luck The software is out of date and hales back to the 90s Customer services is a joke with little or no feed back today I discovered simply biz offer call service was never told about this I'm in for 12 months but will be looking into a better solution.