SmartOffice CRM and Agency Management System
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SmartOffice CRM and Agency Management System

SmartOffice is a comprehensive, integrated, web-based CRM and Agency Management System (AMS) for the financial service professional.

SmartOffice CRM & AMS Solution

SmartOffice CRM and Agency Management System (AMS): An easy-to-use, web-based, industry-specific CRM and AMS solution, SmartOffice ties together the diverse pieces of your business—people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business.

Overall Benefits

  • Integrate SmartOffice with Constant Contact’s Email Marketing solution, enabling you to launch e-mail campaigns directly from your SmartOffice.
  • Leverage Constant Contact’s templates to create visually captivating marketing messages.
  • Track Constant Contact campaigns in SmartOffice using reports and dashboards.
  • Track all marketing e-mail correspondence in the SmartOffice ‘SmartPad’.


Ebix is happy to offer the integration between SmartOffice and Constant Contact at no additional cost for our new and existing mutual customers.

Company Information

Ebix, Inc.
Pasadena, CA 91101
(800) 777-9188

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