Post 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 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
What's New in Version 1.1.21
- Add stability to SmartPDA
- Add Portuguese (Brazil) language support
- Add Japanese language support
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