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SmartOffice

CRM Solutions for Insurance and Financial Services

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A leading international supplier of On-Demand software and E-commerce services to the insurance, financial, e-governance, e-learning and healthcare industries, Ebix, Inc. provides end-to-end on-Demand solutions ranging from infrastructure exchanges, front end & back end enterprise systems, outsourced administrative & custom software development solutions, and risk compliance solutions for various entities involved in these industries.
Ebix Inc

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

SmartOffice Core Features

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Insurance Agency

  • Booking Management
  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Policy Management

SmartOffice Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Monthly Payment
Vendor pricing page

Plans & Packages

Standard
$30 Per Month

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