Contact sync
Copy your Outlook contacts to your cloud—based SmartOffice database and keep them synchronized.
MS Office® plug-In for SmartOffice
If you're like many financial services professionals, you use Microsoft Outlook®, Word and Excel® as the primary tools for running your business.
As comfortable and familiar as those programs may be, however, the era of relying solely on traditional calendar, spreadsheet and word processing applications is fading fast. Today, businesses are turning to cloud-based customer relationship management (CRM) solutions to better store, analyze and leverage their valuable client data while keeping it centrally available and securely backed up.
Now, you can capitalize on the benefits of CRM without giving up Office. Ebix's Microsoft Plug-In for SmartOffice integrates our proven SmartOffice platform into Outlook, Word and Excel, delivering the power of CRM to the applications you already know.
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Contact Us to Learn More
Jason Lara
National Account Manage
at 626-585-3505 x7376 or
click here.
The plug-in adds these features to Office
Enhanced Outlook contact views
Open an Outlook contact to access a complete, up-to-date profile of your client drawn from SmartOffice data—notes, activities, documents, past correspondence and much more.
E-mail posting
Track all correspondence with your customers by posting mail from Outlook to SmartOffice.
Advanced reporting
Easily generate reports from your client data by using our powerful Dynamic ReportsTM feature directly from Excel.
Streamlined correspondence
Create correspondence quickly in Word using SmartOffice templates, and take advantage of merge codes that automatically insert data from your client database into your letters.
Data Import
Import data from the system you currently use to track your clients with the help of our Data Import Wizard. In today’s business environment, the technology you choose can mean the difference between leading the field and trailing the pack. Let SmartOffice propel your business to the next level.