Classic SO
Free App
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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 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.
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.
All Application Badges
Free
downl.
downl.
Android
4.0+
4.0+
Bug
buster
buster
Android app
App History & Updates
What's Changed
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
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
Version update Classic SO was updated to version 1.5
Name changed Name changed! SmartOffice by Ebix now is known as Classic SO.
More downloads Classic SO reached 1 000 - 5 000 downloads
What are users saying about Classic SO
V
by V####:
by V####:
Falling way behind in the CRM world...
I
by I####:
by I####:
Loving it
D
by D####:
by D####:
Falling way behind in the CRM world...
A
by A####:
by A####:
Not user friendly at all. Why the login? Can't exit out unless I use home button. Limited functions. Hard to use as my main appointment setting calendar.
M
by M####:
by M####:
Falling way behind in the CRM world...
T
by T####:
by T####:
The application is not user friendly.
W
by W####:
by W####:
Lacks basic functions like the day of the week on calendar. Hard to navigate and work through.
J
by J####:
by J####:
A great way to keep information flowing from field, to office, to follow through.
J
by J####:
by J####:
Great job to ebix developers. This crm software has always amazed me with its sophistication from day 1. Now the app has made it even better. The android app has room for huge improvements but its just a beginning and i am certaij it will become a lot better soon. Thanks
L
by L####:
by L####:
intial page showing next 7 days works well. but trying to see future weeks the app is useless. very disappointed in Ebix considering we need to pay almost $10/month to access information on a mobile platform. the whole idea of a CRM is supposed to be access everywhere.
J
by J####:
by J####:
I'd like to see the solo be more part of the phone. Basically it's just a user interface to the web page. Id like to be able to use it as my phone contact manager, not an app I have to log into. More integration with the phone is needed.
X
by X####:
by X####:
Half of my clients dont show up with this app. Stick with the browser version.
E
by E####:
by E####:
Loving it
U
by U####:
by U####:
Suggestions for future releases. 1. Auto SmartPad: When calling or emailing clients via the app, add the ability to have Smartoffice ask if we would like to schedule an activity/appointment or make a smartpad post automatically to add the details of the call/email with the contact. 2. Optimize for Tablet: Make the First login screen have dual function to show upcoming events as well as investment accounts as whole or policies or some other screen. Also make more use of real estate for tablets. Allow us to see Smartpad notes straight from the first view of contact. 3 Mobile Templates: Not sure if this is possible with current Android API's but add the ability to send Correspondence like appointment reminders, birthday emails, Thank you/Welcome emails straight from the app. Good first start.
X
by X####:
by X####:
Much more user friendly and faster than the link. One problem I see so far... if you schedule an appointment on the calendar, it only shows the time of the appointment on the calendar. You should reflect graphically how long the appointments lasts on the calendar. Much better. Amending my assessment from 4 stars to 2 stars. Just went to reference my calendar on the app. While all of my activities are on the website, the all just disappeared from the phone app.
X
by X####:
by X####:
Terrible. "Locks Up" when I want to leave application. And also appears to have limited functions.
M
by M####:
by M####:
intial page showing next 7 days works well. but trying to see future weeks the app is useless. very disappointed in Ebix considering we need to pay almost $10/month to access information on a mobile platform. the whole idea of a CRM is supposed to be access everywhere.
D
by D####:
by D####:
I'd like to see the solo be more part of the phone. Basically it's just a user interface to the web page. Id like to be able to use it as my phone contact manager, not an app I have to log into. More integration with the phone is needed.
R
by R####:
by R####:
Loving it
G
by G####:
by G####:
Suggestions for future releases. 1. Auto SmartPad: When calling or emailing clients via the app, add the ability to have Smartoffice ask if we would like to schedule an activity/appointment or make a smartpad post automatically to add the details of the call/email with the contact. 2. Optimize for Tablet: Make the First login screen have dual function to show upcoming events as well as investment accounts as whole or policies or some other screen. Also make more use of real estate for tablets. Allow us to see Smartpad notes straight from the first view of contact. 3 Mobile Templates: Not sure if this is possible with current Android API's but add the ability to send Correspondence like appointment reminders, birthday emails, Thank you/Welcome emails straight from the app. Good first start.
U
by U####:
by U####:
Much more user friendly and faster than the link. One problem I see so far... if you schedule an appointment on the calendar, it only shows the time of the appointment on the calendar. You should reflect graphically how long the appointments lasts on the calendar. Much better. Amending my assessment from 4 stars to 2 stars. Just went to reference my calendar on the app. While all of my activities are on the website, the all just disappeared from the phone app.
U
by U####:
by U####:
Terrible. "Locks Up" when I want to leave application. And also appears to have limited functions.
by Z####:
Does not integrate well with phone and desk top application. Difficult and very different to use compared to desktop application. Looking for a new CRM.