About Classic SO
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...
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 Android gives you fast, convenient mobile access to your SmartOffice CRM contact and calendar data. Compatible with Android smartphones and tablets, the app presents your data in a compact yet readable format.
1. View, create and edit SmartOffice contacts.
2. View, create, edit and delete SmartOffice calendar activities.
3. Contact clients while you’re on the road using voice, e-mail or SMS text.
4. Access and post SmartPad notes.
5. Choose among three calendar views: Agenda, Day and Month.
6. Review clients’ policies and investment accounts.
7. Copy SmartOffice activities to your device’s calendar.
Previous Versions
Here you can find the changelog of Classic SO since it was posted on our website on 2016-10-18 05:57:58.
The latest version is 1.5 and it was updated on 2026-06-16 19:43:36. See below the changes in each version.
Classic SO version 1.5
Updated At: 2016-06-09
Changes: 1· Tabs on contact search for recents and favorites,2· Add contacts to favorites when viewing the contact detail,3· Activity and Task screens allow searching and adding a contact,4· Various performance improvements and bug fixes
Disclaimer
Official Google Play Link
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