Streamlined contact and calendar management:
Open a client's contact record to look up contact information, add notes and create calendar activities. Keep track of your task list for the day and close tasks as you complete them.
Your Client Data Anywhere
Ebix's mobile CRM solution keeps you connected to your clients no matter where you are
As an advisor in the field, you want to have the latest data about your clients and prospects immediately available—without having to jump through technological hoops to get it.
To attain that kind of access, you need a streamlined, easy-to-use mobile solution that lets you view and manage your client data from any location and from whatever device you happen to be carrying. SmartOffice Anywhere addresses those needs.
SmartOffice Anywhere is powered by SmartOffice, the premier customer relationship management (CRM) solution from Ebix. Optimized for most mobile devices—including laptops, tablets and smartphones—SmartOffice Anywhere provides busy professionals with the tools they need to conduct business on the go.
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Contact Us to Learn More
Jason Lara
National Account Manage
at 626-585-3505 x7376 or
click here.
Key SmartOffice Anywhere features include
Adaptive design:
SmartOffice Anywhere automatically adapts to the screen size of any device, ensuring an optimal user experience.
Browser compatibility
SmartOffice Anywhere works best with Chrome, Firefox, Safari and Opera.
OS compatibility
Use SmartOffice Anywhere on any device running Windows, Mac OS, iOS or Android.