SmartOffice by Ebix

SmartOffice by Ebix


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.

Recent changes:
1· Tabs on contact search for recents and favorites

2· Add contacts to favorites when viewing the contact detail

3· Activity and Task screens allow searching and adding a contact

4· Various performance improvements and bug fixes
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Free
68
3.4
User ratings
23
Installs
1,000+
Concerns
0
File size
1849 kb
Screenshots
Screenshot of SmartOffice by Ebix Screenshot of SmartOffice by Ebix Screenshot of SmartOffice by Ebix Screenshot of SmartOffice by Ebix Screenshot of SmartOffice by Ebix

About SmartOffice by Ebix
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.

Recent changes:
1· Tabs on contact search for recents and favorites

2· Add contacts to favorites when viewing the contact detail

3· Activity and Task screens allow searching and adding a contact

4· Various performance improvements and bug fixes

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User reviews of SmartOffice by Ebix
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Android Market Comments
A Google User
May 28, 2014
This app is terrible... Half of my clients dont show up with this app. Stick with the browser version.
A Google User
Apr 5, 2014
Thanks Ebix Great job to ebix developers. This crm software has always amazed me with its sophistication from day 1. Now the app has made it even better. The android app has room for huge improvements but its just a beginning and i am certaij it will become a lot better soon. Thanks
A Google User
Mar 25, 2014
Terrible. "Locks Up" when I want to leave application. And also appears to have limited functions.
A Google User
Jan 22, 2014
Great Loving it
A Google User
Jan 8, 2014
very limited use regarding calendar. intial page showing next 7 days works well. but trying to see future weeks the app is useless. very disappointed in Ebix considering we need to pay almost $10/month to access information on a mobile platform. the whole idea of a CRM is supposed to be access everywhere.