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Description
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
Estimates
Search Keywords 3
| # | Term | Country | Place | Priority |
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| 1 | salesforce classic | #2 | ⭐️⭐️⭐️⭐️ | |
| 2 | salesforce chatter | #8 | ⭐️⭐️ | |
| 3 | chatter, inc. | #12 |
Competitors
Availability
Devices
iPhone3GS
iPadWifi
iPad3G
iPhone4
iPodTouchThirdGen
iPodTouchFourthGen
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| India | free |
| Japan | free |
| USA | free |
| Ukraine | free |
