SmartOffice Reviews

I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.

For all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode

After learning it's functionality it is a great one stop software option for your CRM needs. It stores Dara and allows me to easily retrieve or integrate it in several ways

It takes a little getting used to. The user interface is not as intuitive as I would like it to be. It took a few weeks to work out the navigation.

Has a lot of fields and has customization. The people who work there are very nice & helpful. It has a lot of fields particularly under the insurance side.

Wish we could view the top 500 or even top 10 clients! The system can't combine Fixed annuity values with brokerage or held away account values. The system categorizes Trusts under the Business category. Wish the customer service people would understand the financial industry. They don't, they understand the software, that's it. The conversion process is outsourced to India so there is lag time as well as problem with understanding my comments. Also, every week I bring up the same problem and they say, "oh, we will look into that and get back to you next week" The next week comes, and they act like I never brought the problem to their attention and they say the same thing. It's like a recording! My patience is wearing thin. The data from our old system placed annuity Values into the Premium fields, the occupation was switched from husband to wife and visa versa. Policies were attached to the wrong person within a family.

Easy to get from place to place and find where you want to be. Tracks a lot of information.

Slow. Reports tend to reset while you are trying to work through one.

The product is very user friendly & adaptable to your own business process.

Hate to say it...but sometimes too many features and/or options, is not a good thing.

Can't really think of one that other CRMs don't do also.

The software is not user friendly at all. There is a steep learning curve even for individuals that are tech savvy.

When I was trying to use this my company was bought out and the system we had replaced with this we at first were excited but after using it for almost 2 years we are excited to switch to something anything else. It was very outdated for us. We will be upgrading to redtail

This application was outdated, slow and just not user friendly. I needed more than this can handle and after 2 years I finally give up

several are beneficial, the notes section and the task and todo sections are very beneficial to me, and we use them daily. ease of use and we probably do not fully implement the system, after 30 years os using.

sometimes not easy to make it compatible to new systems

It integrates with Microsoft but sometimes the scheduling feature changes times for my meetings. I like the ability to capture my client information.

Functionality is dependent on back office set up. We have two agencies that use it but input data differently.

Well SmartOffice has leads, reports, a calendar, email syncing, and client/account profiles like other CRM systems but in my opinion they are the least intuitive. Hard to navigate/learn if user is not familiar with it already.

All right as a system to store/access/manage client customer data but could be improved by implementing an "easy" mode

Basic CRM for case notes and follow up reminders.

Reminders are often duplicated. Customer service is terrible. Interface is very outdated. I’m moving my practice to Red Tail, and even getting a copy of my file has been a nightmare.

Input of data is easy adding notes is great

running reports or lists not as easy as it should be

Collects a lot of client data and information

Not the most user friendly to navigate between different screens

Very easy to use, tracks my files and client information well. Very happy with the price and customer service.

Would be nice if there was a little better integration for life insurance case management and tracking.

Ease in operating. Information is easy to input for client contacts.

Takes time to enter information, seems like more clicks that necessary sometimes.