Ebix CRM
CRM Solutions for Insurance and Financial Services
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EZ Data Customer Support
Dear Customer:

As a Client Data System (CDS) user, you know that Ebix CRM (formerly
E-Z Data) is committed to delivering solutions that set the industry standard for customer relationship, practice and agency management.

As part of that commitment, we developed SmartOffice, a Web-based successor to CDS, more than a decade ago. Since then, we have maintained CDS for those customers who did not wish to migrate to SmartOffice. However, given the maturity and overwhelming popularity of SmartOffice compared to CDS, we believe that dividing our resources in this way no longer serves our customers’ best interests.

For this reason, we ended official support for CDS on December 31, 2011, to devote 100% of our attention to SmartOffice.

We realize that you may have questions about this announcement. For answers, please refer to our list of Frequently Asked Questions.

As our flagship on-demand CRM product, SmartOffice incorporates the most valuable features of CDS. With tens of thousands of users depending on it every day, SmartOffice is an ideal solution for current CDS users.

For SmartOffice licensing and data conversion details and pricing, please contact the Ebix CRM Sales Department at (800) 777-9188.


Ebix CRM

Welcome to the Client Data System Online Training and Support center! Here you will find resources for all of your training and support needs including:    

  • Online Training Movies
  • Fast Classes
  • Live Web-Based Training
  • On-Site Training
  • Technical Support Contact Information
  • User Guides

New to CDS?
Find everything you need to get up and running with CDS quickly on the Getting Started with CDS page. Here you will find links to recommended training resources and tools designed to help you quickly and successfully begin using the most powerful CRM solution available.

Fast Class
Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site.
A comprehensive listing of all published Fast Classes appears on the Fast Class Page.
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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