SmartOffice Pro for Penn Mutual

About SmartOffice Pro

SmartOffice Pro is a CRM solution designed to help Penn Mutual and HTK advisors maximize their productivity, provide a high level of client service and drive sales.  This page provides useful information you can use to get the most out of SmartOffice Pro.

SmartOffice Pro Help On-Line

You can link directly to SmartOffice Pro Help for a variety of help topics (including Training Movies and Fast Classes). We recommend that you view the following topics:


Practice Management Training and Support

Individual or Group Training Sessions: Penn Mutual is dedicated to ensuring that you receive the training you need, when you need it.

For the beginners, we will walk you through the initial populating of your database (and assist with importing your data if that is an option) and share best practices for managing your client records.  

For those established and looking to get more out of your database, we can help with improving your individual and group experience, building workflows and help identifying your marketing or service opportunities.

Practice Management Support Team: Email to schedule your training appointment or to request how-to support.  We also conduct live web-training – check the Calendar of Events for availability.

Solution Center – Technical Support: For installations and technical support call 1-800-523-4860 or send an email. The Solution Center is available Monday – Friday from 7:30 am – 6:30 pm EST, excluding holidays.