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Classic SO

iPhone / iPad
  • Business
  • Finance
I want this app
Download from AppStore


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:

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.

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:
Support: (855) Ask-Ebix
Sales: (800) 777-9188