Features & Capabilities

SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.

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 the new business, including quotes and illustrations.

User Growth & Download Statistics

App
By:
Ebix Inc
Rating:
1.00
(7)
Version:
1.0 Last updated: 2018-09-07
Version code:
841922488
Creation date:
2018-09-07
Compatible devices:
Size:
1.02MB
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-14
Compare stats and ranking:

Ranking

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Ebix Inc
Apple Apps Store
https://apps.apple.com/in/app/ebixcash-soa/id1435029580

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