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  • #: 133990
  • Price: free ($0.00) In Apple Store
  • Category: Business
  • Updated: 2016-07-05
  • Current Version: 1.3
  • 1.3
  • Size: 1.20 MB
  • Language: English
  • Seller: E-Z Data, Inc.
  • Requirements: Compatible with iPhone, iPod touch, and iPad. Requires iOS 3.2.1 or later
  • © 2010-2011 Ebix Inc
  •  Add to Favorite apps




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: www.ebixcrm.com

Support: (855) Ask-Ebix

Sales: (800) 777-9188

What's New in Version 1.3

Bug fixed

iPhone Screenshots

SmartOffice iPhone Screenshot 1
SmartOffice iPhone Screenshot 2
SmartOffice iPhone Screenshot 3
SmartOffice iPhone Screenshot 4

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The information may be outdated (2017-03-07 22:53:59). For actual information go to iTunes

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