SmartOffice Software

4.63 / 5 (4)

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. 

Additionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events.

SmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request.



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Supported Operating System(s):

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

4 Reviews of SmartOffice

Overall rating

4.63 / 5 stars

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Showing 1-4 of 4 reviews

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March 2018

PETER from SIGNATOR INVESTORS INC.

Company Size: 10,000+ employees

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

Company Size: 2-10 employees

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

April 2018

Seth from Strategic Stewardship

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.

March 2016

Brian from Bolton Financial Group


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.