With this CRM app, you can view and edit contacts, manage calendars, and communicate via voice, email, or SMS. Includes contact management, calendar views, and messaging options.
AppRecs review analysis
AppRecs rating 3.1. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★☆☆
3.1
AppRecs Rating
Ratings breakdown
5 star
31%
4 star
13%
3 star
13%
2 star
22%
1 star
22%
About Classic SO
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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