What's New
• Support for fingerprint 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
• Support for Australia version
• Support for custom SmartOffice version
About SmartOffice Anywhere Android App
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 Android users, built especially for insurance agents, financial advisors and other financial services professionals.
A SmartOffice account is required; visit www.ebixcrm.com for more information.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
1. Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
2. Appointments: Stay on top of meetings, calls and other appointments.
3. Tasks: Take control of your daily task list and track completed tasks.
4. Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
5. Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
6. 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.
Other Information:
Download
This version of SmartOffice Anywhere Android App comes with one universal variant which will work on all the Android devices.
All Versions
If you are looking to download other versions of SmartOffice Anywhere Android App, We have 1 version in our database. Please select one of them below to download.
