SmartOffice
About SmartOffice
SmartOffice is a comprehensive agency practice management and enterprise customer relationship management (CRM) solution designed for the financial services industry. Trusted by many of the top 20 Fortune 500 life insurance companies, the software provides tools to strengthen client relationships, increase sales revenue, and make better business decisions.
The solution offers robust integration capabilities to connect with other business systems like WinFlex Web, VitalSales Suite, and Microsoft Outlook. This allows users to manage client data, policies, activities, and reporting in a centralized platform accessible on practically any device. Key features include client and activity tracking, proposal management, relationship monitoring, policy administration, marketing automation, customer service, compliance reporting, business intelligence, and more.
SmartOffice provides flexible deployment options with world-class security protocols. Organizations can choose to host the software on-premise or access it as an online, cloud-based solution. The system architecture utilizes open APIs and data movement tools to enable custom integrations, modifications, and scalability.
Business consulting services are also available from an experienced team of industry specialists. They can assess an organization's unique objectives and processes to determine the best approach for adopting SmartOffice and achieving maximum value. With over two decades of proven results across the insurance sector, SmartOffice solutions have become the trusted standard for agency management, practice management, and enterprise CRM.
Key benefits of SmartOffice
Trusted CRM solution used by leading financial services companies for over 20 years to improve marketing, provide valuable reporting, and increase sales revenue
Integrates with popular software like WinFlex Web, VitalSales Suite, and Microsoft Outlook for expanded capabilities
Flexible hosting options including secure on-premises or cloud-based models to meet business needs
Open API allows easy integration with other systems to minimize costs
Experienced consultants available to ensure successful implementation aligned to unique business goals
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Reviews
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- Industry: Investment Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Relatively Easy to Use
Reviewed on 2018/12/06
I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.
I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.
Pros
I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.
Cons
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
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great value for the $$$.
Reviewed on 2022/10/22
We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent...
We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.
Pros
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
Cons
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.
Reasons for Switching to SmartOffice
I chose to stay with Smart Office over moving to a new CRM. I did not see the value in making a change.- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Can't get list of top 10 clients, Difficult to use, Conversion Nightmare!
Reviewed on 2020/04/07
Frustrating experience. I am looking for another CRM.
Frustrating experience. I am looking for another CRM.
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy to work through
Reviewed on 2024/01/22
Pros
Easy to get from place to place and find where you want to be. Tracks a lot of information.
Cons
Slow. Reports tend to reset while you are trying to work through one.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
SmartOffice
Reviewed on 2020/08/19
Pros
The product is very user friendly & adaptable to your own business process.
Cons
Hate to say it...but sometimes too many features and/or options, is not a good thing.
SmartOffice FAQs
Below are some frequently asked questions for SmartOffice.Q. What type of pricing plans does SmartOffice offer?
SmartOffice offers the following pricing plans:
- Starting from: US$70.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of SmartOffice?
SmartOffice has the following typical customers:
1,001–5,000
Q. What languages does SmartOffice support?
SmartOffice supports the following languages:
English, French
Q. Does SmartOffice support mobile devices?
SmartOffice supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does SmartOffice integrate with?
SmartOffice integrates with the following applications:
AnnuityNet, Broadridge Investment Accounting, Constant Contact, Docupace, EbixASP, Envestnet | MoneyGuide, FMG Suite, Orion, RightCapital, VitalSales Suite, WinFlex, Zapier
Q. What level of support does SmartOffice offer?
SmartOffice offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support
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