SmartOffice Anywhere

Business

Free · Designed for iPad. Not verified for macOS.

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.

Ratings & Reviews

  • 1.7
    out of 5
    13 Ratings

Performance and stability improvements Minor bug fixes and optimizations Updated app technology for a smoother experience

Version 3.5.1

The developer, Zinnia Tech Solutions LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Zinnia Tech Solutions LLC
    Size
    • 24 MB
    Category
    • Business
    Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © 2025 Zinnia Distributor Solutions LLC
  • Privacy Policy

    • More by Zinnia Tech Solutions LLC

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