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SmartOffice Pro

Purposely built for financial services professionals, take your sales and marketing to the next level with SmartOffice.
  • Overview

    Customer Relationship Management (CRM) software is a valuable technology for any business. By performing as a central hub for detailed client information it has the ability to streamline communication between your business and its clients, delivering outstanding customer experiences that result in business growth.

    Used by 125,000 insurance professionals across the globe, SmartOffice is the CRM of choice for the insurance industry. Developed by Ebix, Australia's leading insurance software provider, SmartOffice is a CRM that specifically meets the sales and marketing needs of insurance professionals.

    SmartOffice Pro sits seamlessly within any insurance business due to its integration with Ebix broking and life software as well as Microsoft Office. SmartOffice is a web-based CRM, so it can be used anytime, anywhere and implemented almost instantly.


     SmartOffice Pro New Features and enhancements include:

        • Modernised user interface and streamlined navigation
        • Multi-browser supported
        • Enhancements to a range of modules
        • Enhanced email functionality and syncing
        • SmartOffice lightweight version

    Its unique set of features help your business stand out from the crowd by creating a customer-centric environment. This is achieved by establishing profound customer relationships by managing sales pipelines and marketing campaigns; gaining customer and business insight by creating dynamic reports; and keeping on top of repeat business and deadlines by tracking policies and documents.  

    Find out why SmartOffice is the CRM solution chosen by the insurance industry worldwide.

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