You Asked. We Answered. Your Top 5 SmartOffice Questions

You Asked. We Answered. Your Top 5 SmartOffice Questions

If you’re a SmartOffice user you are intimately familiar with the life changing benefits of this industry leading agency management system that include streamlined client management, increased sales revenue, higher client retention, a surge in productivity; we could go on, but we’d be preaching to the choir.

In keeping with the spirit of SmartOffice, we are constantly striving to make your life easier.  So we collected your top 5 SmartOffice questions and sat down with our support team to get the answers you seek.

  1. What web browsers support SmartOffice?

A: SmartOffice Pro, the newest version of SmartOffice which launched this month for all of our users, is browser independent, meaning you can use your favorite CRM on your favorite browser.

  1. Is SmartOffice supported on Windows 10?

A: Yes, SmartOffice is supported on Windows 7, 8.1 and 10 (32 and 64 bit).

  1. Can SmartOffice sync with your Outlook contacts and calendar information?

A: Yes, SmartOffice can automatically sync with your Exchange e-mail account(s).  Your friendly SmartOffice rep can provide any additional answers or assistance with this feature if needed.

  1. Can I access SmartOffice on my mobile phone?

A: Yes, just download the SmartOffice Anywhere app from your mobile phone app store or simply log in to SmartOffice from your mobile browser.

  1. Where can I access the SmartOffice training material?

A: You can find all of our training resources like user guides, fast class videos, and free training classes by going to:

 If you have more questions about your SmartOffice products or services we’d love to hear them! Contact your SmartOffice sales rep or reach out to our support team by calling 855.275.3249 or emailing


SmartOffice CRM by Ebix


  1. Hello, Can SmartOffice be used with Macintosh’s?

    • Hi Tara,

      Yes it can! If you’d like more information or a demo, we can have a member of our team reach out to you and answer any questions you may have.

  2. Hello,

    Is it possible to sync my Outlook calendar/appointments with my Smart Office calendar?

    Any help would be greatly appreciated,


    • Hi Cort,

      Thank you for your question! I have passed your contact information on to our SmartOffice team and they’ll be reaching out to you shortly!

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