Classic SO Screenshots
About Classic SO
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 application's 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
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 application's 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
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What's New in the Latest Version 1.3
Last updated on Jul 5, 2016
Old Versions
Bug fixed
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Version History
1.3
Dec 17, 2009
Bug fixed
Classic SO FAQ
Click here to learn how to download Classic SO in restricted country or region.
Check the following list to see the minimum requirements of Classic SO.
iPhone
Classic SO supports English, Japanese, Portuguese
