SmartOffice Anywhere 3.1
Continue to app
Free Version
Publisher Description
SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.
It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*
Smartoffice Anywhere is only available to the SmartOffice users.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.
Oct 16, 2019
Version 3.1
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
About SmartOffice Anywhere
SmartOffice Anywhere is a free app for iOS published in the Office Suites & Tools list of apps, part of Business.
The company that develops SmartOffice Anywhere is Ebix Inc. The latest version released by its developer is 3.1.
To install SmartOffice Anywhere on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2019-10-16 and was downloaded 2 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the SmartOffice Anywhere as malware if the download link is broken.
How to install SmartOffice Anywhere on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the SmartOffice Anywhere is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After SmartOffice Anywhere is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
