SmartOffice Anywhere 3.1

SmartOffice Anywhere offers swift, on-demand access to vital client data, appointments, and tasks for professionals on the move.

This mobile customer relationship management (CRM) tool is tailored for iPhone users, specifically designed for insurance agents, financial advisors, and other financial services professionals.

Exclusively accessible to existing SmartOffice users, SmartOffice Anywhere equips you with the necessary resources to maintain productivity regardless of your location.

• Contacts: Easily access client contact details, communicate with clients via phone or email promptly, and leverage map integration for punctual client meetings.
• Appointments: Keep track of your schedule to ensure you never miss meetings, calls, or other important appointments.
• Tasks: Manage your daily tasks efficiently and monitor completed assignments to stay organized.
• Notes: Document insights from client interactions using either your device's keyboard or voice input feature.
• Productivity: Evaluate your daily efficiency by tracking completed tasks, scheduled appointment hours, and more through the Dashboard feature.
• Insurance and Investments: Review information related to clients' insurance policies and investments to enhance comprehension of financial situations and requirements. Monitor the progress of new business ventures such as quotes and illustrations accurately.