Screenshots

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.

What’s New

Version 3.0

· Support for Touch ID/Face ID sign-in
· One-time code generator for SmartOffice Pro two-step authentication (SmartOffice Pro will support this authentication method in an upcoming release)
· Back, Refresh and Log Out buttons
· Buttons for switching between SmartOffice Anywhere and the one-time code generator
· Performance improvements

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Information

Provider
Ebix inc.
Size
32.4 MB
Category
Business
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2010-2019 Ebix Inc
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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