SmartOffice|商業線上App不用買

SmartOfficeEbix 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 iPhoneSmartOffice for iPhone provides you access to:•Contacts•Calendar/Tasks•SmartPadFREE 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. REQUIREMENTS: 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

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