About SmartOffice

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.

Features of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. 

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Supported Operating System(s):

Windows 7, Web browser (OS agnostic), Windows 8, Windows 10

8 Reviews of SmartOffice

Average User Ratings

Overall

3.56 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(2)

2

4 stars

(3)

3

3 stars

(1)

1

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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March 2018

PETER from SIGNATOR INVESTORS INC.

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

I have been using this for longer than 10 years and it's a great tool that will make you look smart.

I am able to access my practice's data from anywhere and give answers to my clients instantly. It makes me look smart and organized and my clients appreciate the quick response, which by the way they want and expect.

Pros

Easy access to my practice's data anywhere, anytime; helps me deliver great service to my existing clients ; helps me meet more of my clients' needs; expand client base by converting new prospects to clients.

Cons

Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it. It makes your life easier and it's worth the cost for sure!

December 2018

Scot from Providers & Families Wealth Management

Verified Reviewer

Company Size: 2-10 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

December 2018

Relatively Easy to Use

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

October 2019

Allyson from Eaton Financial

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

October 2019

SmartOffice Review

Pros

Collects a lot of client data and information

Cons

Not the most user friendly to navigate between different screens

April 2020

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

April 2020

A CRM

This could be the CRM for you if you can't afford Salesforce.

Pros

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.

Cons

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

April 2018

Seth from Strategic Stewardship

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Good CRM works well.

Pros

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

Cons

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

April 2020

Lisa from SPM

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

3.0

Customer support

5.0

Functionality

1.0

April 2020

Can't get list of top 10 clients, Difficult to use, Conversion Nightmare!

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.

March 2016

Brian from Bolton Financial Group

Industry: Insurance

Time Used: Less than 2 years


Ease-of-use

3.5

Customer support

5.0

Functionality

4.5

March 2016

SmartOffice good CRM

Pros

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

Cons

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

August 2019

Patrick from SMO Financial & Insurance Services, Inc.

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

August 2019

SmartOffice Review

Pros

It was fairly easy to set up and I used it for twelve years. It met my needs until my needs changed and other products exceeded this technology.

Cons

It was limiting to redesign the software for my needs.