SmartOffice
Ebix CRM’s web-based SmartOffice software is the financial services solution for CRM, practice, and agency management used by more than 125,000 advisors. SmartOffice helps financial professionals deliver high-touch service – without additional staff, generate more referrals, and ensure client retention.
SmartOffice for iPhone
SmartOffice for iPhone provides you access to:
•Contacts
•Calendar/Tasks
•SmartPad
FREE TRIAL – Non-SmartOffice users may use the applications demo account. To purchase a SmartOffice license or a license for the iPhone application, contact Ebix CRM at (800) 777-9188.
REQUIREMENTS:
To use SmartOffice for iPhone, you must have:
• iPhone, iPod Touch, or iPad
• iOS 3.0 or later
• 3G or Wi-Fi connection (required for real-time updates)
• SmartOffice user account
Note: This application supports only those instances of SmartOffice hosted by Ebix CRM. Organizations that host SmartOffice on their own servers require an additional setup procedure; please contact your sales rep for more information.
Ebix CRM Web site: www.ebixcrm.com
Support: (855) Ask-Ebix
Sales: (800) 777-9188