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 provides fast, easy, and portable
access to your SmartOffice data, enabling you to be more effective and productive anywhere, any time. Direct, real-time access allows you to add,change, and delete your vital SmartOffice records, including your calendar and client data. Please note a more robust app is on its way later this year!
FREE TRIAL – Non-SmartOffice users may use the application’s demo account. To purchase a SmartOffice license or a license for the Android application, contact Ebix CRM at (800) 777-9188.
To use SmartOffice for Android you must have:
• Android OS 2.2 or later
• 3G or Wi-Fi connection
• 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
Sales: (800) 777-9188