All SmartOffice Reviews
1-17 of 17 Reviews
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PETER
Financial Services, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSEasy 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.
CONSSometimes 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!
Stephen
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2022
Great value for the $$$.
We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.
PROSAfter 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
CONSIt 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.
Reason for choosing SmartOffice
I chose to stay with Smart Office over moving to a new CRM. I did not see the value in making a change.
Brandon
Financial Services, 1 employee
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed September 2021
Not user friendly
Can't really think of one that other CRMs don't do also.
CONSThe software is not user friendly at all. There is a steep learning curve even for individuals that are tech savvy.
Vendor Response
Hi Brandon, Thanks for sharing your opinion of SmartOffice. We provide onboarding assistance for all users on our retail servers. We offer free "Getting Started" and "Beyond the Basics" classes. We also offer customized training. Additionally, free tech support is available for all subscribers. Lastly, the entire manual is available online with step by step instructions and references to pertinent videos on the topic. The bottom line is that our team is always willing and eager to provide product support to all users.
Replied September 2021
chloe
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Easy to work through
Easy to get from place to place and find where you want to be. Tracks a lot of information.
CONSSlow. Reports tend to reset while you are trying to work through one.
James
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed August 2020
SmartOffice
I like it. But I have looked for other alternative products from time to time because I don’t like the way it handles workflow. For example I have looked at Pipedrive and Trello.
PROSIt integrates with Microsoft but sometimes the scheduling feature changes times for my meetings. I like the ability to capture my client information.
CONSFunctionality is dependent on back office set up. We have two agencies that use it but input data differently.
Lisa
Financial Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
1
Reviewed April 2020
Can't get list of top 10 clients, Difficult to use, Conversion Nightmare!
Frustrating experience. I am looking for another CRM.
PROSHas 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.
CONSWish 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.
Reasons for switching to SmartOffice
(CAMS) is sun downing & it was getting glitchy with windows 10
Allyson
Financial Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed October 2019
SmartOffice Review
Collects a lot of client data and information
CONSNot the most user friendly to navigate between different screens
Patrick
Financial Services, 2-10 employees
Used more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed July 2020
Smartoffice
The product was useful to me at that time. My practice needed greater capabilities with configuration, integration, and an intuitive platform to save time. There was no great learning curve for this product, which i appreciated.
PROSI was using the desktop version for years as it was the product of choice with my firm. I then switched to the cloud based version that does not exist today as it transformed into a full cloud based format. I liked that I could use my CRM any where and not worry about back-ups, theft, fire...etc., that exist with a desktop format. Quick learning curve.
CONSAt the time, over five years ago, Smartoffice cloud based version was limited in its ability to be configured. I felt it was behind the curve with its peers.
Scot
Verified reviewer
Investment Management, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed 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.
PROSI like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.
CONSFor all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode
Anonymous
51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed April 2020
A CRM
This could be the CRM for you if you can't afford Salesforce.
PROSWell 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.
CONSAll right as a system to store/access/manage client customer data but could be improved by implementing an "easy" mode
robert
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2022
smartoffice for 30 years
total CRM, and project tracking for our clients.
PROSseveral 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.
CONSsometimes not easy to make it compatible to new systems
Reason for choosing SmartOffice
A product I know well...did not want to change
Michael
Financial Services, 5,001-10,000 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
2
FUNCTIONALITY
2
Reviewed February 2021
There's better out there
Not very good,. Sure others had better but after ,2 years we are giving up and going to redtail
PROSWhen 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
CONSThis application was outdated, slow and just not user friendly. I needed more than this can handle and after 2 years I finally give up
John
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed December 2021
Outdated Tech
Poor experience. Much better products out there.
PROSBasic CRM for case notes and follow up reminders.
CONSReminders 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.
Jolie
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2020
SmartOffice
The product is very user friendly & adaptable to your own business process.
CONSHate to say it...but sometimes too many features and/or options, is not a good thing.
Reason for choosing SmartOffice
SmartOffice can literally do anything you want it to do & report. It is that versatile.
Seth
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2018
Good CRM works well.
Very easy to use, tracks my files and client information well. Very happy with the price and customer service.
CONSWould be nice if there was a little better integration for life insurance case management and tracking.
Tara
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2021
Smartoffice
Input of data is easy adding notes is great
CONSrunning reports or lists not as easy as it should be
Brian
Insurance
Used less than 2 years
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2016
SmartOffice good CRM
Ease in operating. Information is easy to input for client contacts.
CONSTakes time to enter information, seems like more clicks that necessary sometimes.