SmartOffice Anywhere
Free
3.1for iPhone, iPad and more
Age Rating
SmartOffice Anywhere Screenshots
About SmartOffice Anywhere
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.
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.
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What's New in the Latest Version 3.1
Last updated on Oct 16, 2019
Old Versions
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
• Support for Australia version
• Support for custom SmartOffice version
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Version History
3.1
Oct 16, 2019
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
• Support for Australia version
• Support for custom SmartOffice version
3.0
Feb 28, 2019
· 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
· 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
2.3
Aug 23, 2016
Fixed an issue with contact links and contact search not working in some cases.
2.2
Jul 7, 2016
Fixed a "page not found" error that appeared during sign-in.
2.1
Jun 6, 2016
bug fixing
2.0
May 6, 2016
bug fixing
1.1.8
Nov 24, 2015
bug fixing
1.1.6
Sep 21, 2015
Bug fix
1.1.5
Mar 24, 2015
Major Bug Fixes
1.1.4
Feb 4, 2015
Major Bug Fixes
1.1.3
Jan 24, 2015
Major Bug Fixes
1.1.2
Dec 10, 2014
Critical Bug Fixes
1.1.1
Oct 17, 2014
now its an universal app
1.0
Aug 27, 2014
SmartOffice Anywhere FAQ
Click here to learn how to download SmartOffice Anywhere in restricted country or region.
Check the following list to see the minimum requirements of SmartOffice Anywhere.
iPhone
Requires iOS 10.0 or later.
iPad
Requires iPadOS 10.0 or later.
iPod touch
Requires iOS 10.0 or later.
SmartOffice Anywhere supports English