SmartOffice Anywhere 4+
Ebix Inc
Designed for iPad
-
- Free
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 3.2
Bug fixes and improvements.
Ratings and Reviews
Slow and unresponsive
Things do not seem to respond when you touch them. The timer just spins and spins, eventually it loads.
It's ok
Contact information is easy to find, but there is no registration information on accounts. It would be more useful if I could tell if the account was an IRA, JtWros, TOD etc
Horrible Calendar
This is one of the worst calendar
programs I have ever used.
Out of the office you have to call your office to have appointments entered because of such poor design it is impossible to do from the mobile app!!
App Privacy
The developer, Ebix Inc, 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
Information
- Seller
- Ebix inc.
- Size
- 21.9 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 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
- © 2010-2019 Ebix Inc
- Price
- Free