SmartOffice Anywhere

SmartOffice Anywhere

by Zinnia Tech Solutions LLC

13 ratings
7 reviews
Free

Details

  • Released
  • Updated
  • August 27, 2014
  • March 27, 2026

Features

SmartOffice Anywhere screenshot #1 for iPhone
SmartOffice Anywhere screenshot #2 for iPhone
SmartOffice Anywhere screenshot #3 for iPhone
SmartOffice Anywhere screenshot #4 for iPhone
iphone
ipad
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About

Access critical client data, appointments, and tasks on the go. This mobile CRM tool is designed for insurance agents and financial advisors to manage client information, track appointments, and record notes efficiently.

Client contact management
Appointment scheduling
Task management
Client notes with voice input
Productivity dashboard
Insurance and investment details
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What's New in SmartOffice Anywhere

3.5

March 27, 2026

Migrated to the latest Flutter and Dart versions for better stability and performance Strengthened security with the latest improvements and fixes

User reviews

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!!

It’s OK, at best.

Feels very outdated and hard to navigate and use. I’m a relatively tech-educated millennial and I avoid using this app unless I have no other choice.

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

Can't click on contacts

Can't open or search for contacts--completely unresponsive. Everything else seems to work okay

Developer apps

FAQ

What is SmartOffice Anywhere used for?

SmartOffice Anywhere provides on-the-go professionals with fast access to critical client data, appointments, and tasks. It functions as a mobile customer relationship management (CRM) tool specifically for insurance agents and financial advisors.

Who can use SmartOffice Anywhere?

SmartOffice Anywhere is exclusively available to existing SmartOffice users. It is designed for insurance agents, financial advisors, and other financial services professionals.

What devices does SmartOffice Anywhere support?

SmartOffice Anywhere is available for iPhone, iPad, and iPod devices.

How often is SmartOffice Anywhere updated?

The latest version of SmartOffice Anywhere is 3.5, last updated on March 27, 2026. This indicates a recent update, suggesting ongoing development and support.

What is the user rating for SmartOffice Anywhere?

SmartOffice Anywhere has a user rating of 1.7 stars based on 13 ratings. This suggests a significant portion of users have had a negative experience with the application.

Does SmartOffice Anywhere have ads?

No, SmartOffice Anywhere does not contain advertisements.

What kind of business information can I access with SmartOffice Anywhere?

You can view details about clients' insurance policies and investments, and track the status of new business, including quotes and illustrations, to better understand their financial needs.

Can I record notes in SmartOffice Anywhere?

Yes, you can record notes about your client interactions using your device's keyboard or the voice input feature within SmartOffice Anywhere.