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...
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
Previous Versions
Here you can find the changelog of SmartOffice Anywhere since it was posted on our website on 2023-06-21 18:06:58.
The latest version is 3.1 and it was updated on 2024-04-19 19:20:45. See below the changes in each version.
SmartOffice Anywhere version 3.1
Updated At: 2019-10-16
Changes: Oct 16, 2019
Version 3.1
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
Disclaimer
Official App Store Link
We do not host SmartOffice Anywhere on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
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