# SmartOffice Anywhere > Mobile CRM for insurance and financial professionals to manage client data and tasks. (iPhone/iPad app by Zinnia Tech Solutions LLC.) - Source: https://appshunter.io/ios/app/smartoffice-anywhere/id897810149 (this page in markdown: same URL + `.md`) - Developer: [Zinnia Tech Solutions LLC](https://appshunter.io/developer/1801165382) - Category: Business, Finance - Price: Free - Rating: 1.70/5 from 13 App Store ratings · 7 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 23 MB - Languages: American English - Released: 2014-08-27 - Data updated: 2026-08-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/smartoffice-anywhere/id897810149/reviews.md ## What is SmartOffice Anywhere? 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. ## Key features - Client contact management - Appointment scheduling - Task management - Client notes with voice input - Productivity dashboard - Insurance and investment details ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/smartoffice-anywhere/id897810149/reviews.md ### 1/5 — Horrible Calendar *2018-06-26* 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!! ### 1/5 — It’s OK, at best. *2018-05-17* 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. ### 2/5 — Slow and unresponsive *2018-01-30* Things do not seem to respond when you touch them. The timer just spins and spins, eventually it loads. ### 3/5 — It's ok *2017-02-24* 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 ### 2/5 — Can't click on contacts *2016-07-21* Can't open or search for contacts--completely unresponsive. Everything else seems to work okay ### 1/5 — Crash crash crash *2015-09-30* App crashes every time since the update. It has been over a week. When is a fix coming??? ### 2/5 — Should be much more efficient! Needs major overhaul from scratch! *2015-09-22* The update crashes after login every time!!!! 1. All Dials from application should auto date stamp and create activity in contact record. 2. Smartpad shoul automatically add a activity as a not call or todo back to contact record. 3. You really overcomplicate creating a lead or prospect list. Way too much going on there. 4. In 2015 It's vital to post docs/pdf's to contact record from the app! 5. Email integration is antiquated as is ms os. Desktop non html is irritating and you market 90% of actions can be completed on SOA. Not true! Lose the outdated Lotus Notes backbone of this CRM. Trying to make it adapt to today's world is costly and lacks in results. Simplify and streamline interface without all the sub-menus, reports that are garbage I use 3-5 but should be able to creat from a simple Bolean menu or drop down not a completely different application within the app. I can't keep track of all the differs categories I have to creat for clients. I could go on & on!!!! I'm so fed up with this companies desktop and iOS software - It does little while trying to do too much. IOS app is so frustrating - prior to the update it functioned doing the few tasks it can do while trying to integrate too many other functions. Guys, time to loose the barley salvageable backbone of this CRM; antiquated Lotus Notes, while trying to make it operate in a HTML 5 world!!! That recent update is useless. I can't figure out why you EBIX who caters to financial advisors, Insurance and Medical field, cannot make a functional app that works efficiently and enhances productivity not bog you down with patches, slow your browser down with add-on software not one but 4-5 running simultaneously. The software is great on looks but design & functionality are poor. Tries to do too much and user spends a lot of time trying to link and update data while losing valuable but productive time trying to integrate and link clients to activities. The have a "smartpad" that tracks actions but doesn't entries in it do no automatically update to tasks and todos and contact activities w/o going back in the contact manually & integrating each time. When dialing from app it does not record call with day & time stamp in activity log. I have to manually do it and record notes. When dialing out of an app. it should automatically time stamps the contact record as a dial!!!!! Not complicated stuff! I can't post docs on iOS app unless thru email from contacts, app still uses only smtp while desktop version uses exchange so they offer a 3rd party that I pay $15 a month. I thought CRM is supposed to help you save time not waste time trying to get it to function how advertised. ## Frequently asked questions about SmartOffice Anywhere ### 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. ## Version history (last 5 releases) ### 3.5.1 — 2026-08-14 Performance and stability improvements Minor bug fixes and optimizations Updated app technology for a smoother experience ### 3.5 — 2026-03-27 Migrated to the latest Flutter and Dart versions for better stability and performance Strengthened security with the latest improvements and fixes ### 3.4 — 2025-10-07 1. Fixed startup and login issues for smoother access. 2. Added cloud-based configuration to update web app URLs without republishing. 3. Improved error messages, logout flow, and overall stability. ### 3.3 — 2025-03-04 Canada url change ### 3.2 — 2024-11-25 Bug fixes and improvements. ## Apps similar to SmartOffice Anywhere | App | Rating | Price | Category | | --- | --- | --- | --- | | [FMG - Expert Advisor Marketing](https://appshunter.io/ios/app/fmg-expert-advisor-marketing/id1563169957) | 4.8 (282) | Free | Business | | [Smart Officе](https://appshunter.io/ios/app/smart-offic/id6462387489) | — | Free | Business | | [Simplicity Agent Center](https://appshunter.io/ios/app/simplicity-agent-center/id6755410881) | 5.0 (4) | Free | Business | | [SmartOffice for BlackBerry](https://appshunter.io/ios/app/smartoffice-for-blackberry/id555338750) | 2.4 (7) | Free | Business | | [Zocks](https://appshunter.io/ios/app/zocks/id6443466353) | 4.6 (32) | Free | Business | | [SAM Suite](https://appshunter.io/ios/app/sam-suite/id1355498658) | 3.6 (7) | Free | Business | ## More apps by Zinnia Tech Solutions LLC - [GLIC SOA](https://appshunter.io/ios/app/glic-soa/id1102291987) All apps by Zinnia Tech Solutions LLC: https://appshunter.io/developer/1801165382 ## Related topics [smart office](https://appshunter.io/ios/topics/smart-office) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*