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 Android gives you fast, convenient mobile access to your SmartOffice CRM contact and calendar data. Compatible with Android smartphones and tablets, the app presents your data in a compact yet readable format.
1. View, create and edit SmartOffice contacts.
2. View, create, edit and delete SmartOffice calendar activities.
3. Contact clients while you’re on the road using voice, e-mail or SMS text.
4. Access and post SmartPad notes.
5. Choose among three calendar views: Agenda, Day and Month.
6. Review clients’ policies and investment accounts.
7. Copy SmartOffice activities to your device’s calendar.
SmartOffice for Android gives you fast, convenient mobile access to your SmartOffice CRM contact and calendar data. Compatible with Android smartphones and tablets, the app presents your data in a compact yet readable format.
1. View, create and edit SmartOffice contacts.
2. View, create, edit and delete SmartOffice calendar activities.
3. Contact clients while you’re on the road using voice, e-mail or SMS text.
4. Access and post SmartPad notes.
5. Choose among three calendar views: Agenda, Day and Month.
6. Review clients’ policies and investment accounts.
7. Copy SmartOffice activities to your device’s calendar.
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