SmartOffice CRM
by Ebix
What is SmartOffice CRM?
SmartOffice CRM is a financial services CRM for advisors, agents, and insurance professionals. It manages client relationships, tracks policy and investment portfolios, handles compliance requirements, automates client communication, and provides practice analytics.
Get Best Quote for SmartOffice CRM
Connect with SaaSrat experts to get the best quote for your business.
What's driving this search?
Help us understand your situation
Purchasing New
No current solution
Replacing Existing
Looking to switch
Step 1 of 5
Organization Size?
Select the range that applies
Step 2 of 5
Implementation Timeframe
When do you expect to implement?
Step 3 of 5
What's your role?
Select your title
Step 4 of 5
You're all set!
A specialist for SmartOffice CRM will reach out within 1 business day.
SmartOffice CRM Features
Contact management
Lead management
Sales pipeline
Email integration
Task management
Calendar integration
View All 21 Features
Reporting and analytics
Mobile access
Document management
Customizable dashboards
Workflow automation
Customer support
Social media integration
Third party integrations
Role based access
Data import/export
Activity tracking
Opportunity management
Quote management
Campaign management
Crm
SmartOffice CRM Resources
Software
Find Your Perfect Software
Answer a few quick questions to get matched
What's driving this search?
Help us understand your current situation
Purchasing New Software
No current solution in place
Replacing Existing Software
Looking to switch providers
Step 1 of 5
What is the size of your organization?
Select the range that best applies
Step 2 of 5
Implementation Timeframe
When do you expect to implement?
Step 3 of 5
What's your role?
Select the title that best describes you
Step 4 of 5
Almost there — let's connect you
Your details are kept private and never shared without consent
By signing up, you agree to our Terms & Privacy Policy
You're all set!
A specialist for will reach out within 1 business day with tailored recommendations for your needs.