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SmartOffice - by Ebix CRM is the web based CRM software & agency management solution to Financial Advisors, Brokerage/General Agency, is an Enterprises Solution.
Your firm's data is everywhere you are. Use SmartOffice on practically any device, no matter where your business takes you. SmartOffice integrates with the apps you use most, including WinFlex Web, VitalSales Suite, and MS Outlook (ask us for a complete list of integrations). Our AMS expands your firm's capabilities.
E-Z Data's SmartOffice: Financial and insurance technology.
Nov 27, 2019 · SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle those critical tasks. SmartOffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.
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Ebix Inc is a leading supplier of On-Demand software solutions & E-commerce services to the insurance industry in Offshore & Custom software development.