SmartOffice 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SmartOffice

3.7

(17)

Pricing

Starting at $70.00 per month

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.

SmartOffice Screenshots

SmartOffice Pricing and Plans

Starting price: $70.00 per month

Free Trial

Free Version

Single User Package

$70.00

flat rate, per month

Plan includes:

Contact Management
Insurance Policy Tracking
Investment Tracking
Group Insurance Tracking
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Document/File Storage
Calendar and Time Management
Mass Communication
Dynamic Reports and Dashboards

2-User Package

$135.00

flat rate, per month

Plan includes:

Contact Management
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Insurance Policy Tracking
Group Insurance Tracking
Investment Tracking
Sales/Workflow/Process Tracking
Document/File Storage
Mass Communication
Dynamic Reports and Dashboards

5-User Package

$275.00

flat rate, per month

Plan includes:

Contact Management
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Insurance Policy Tracking
Group Insurance Tracking
Investment Tracking
Document/File Storage
Calendar and Time Management
Mass Communication
Dynamic Reports and Dashboards

Agency Management Package

$105.00

per user, per month

Plan includes:

Advisor Management
Pending Case Management
Commission Accounting
Illustration Tracking
Carrier Downloads
Dynamic Reports and Dashboards
Mobile
Microsoft Office Integration (Word, Outlook, Excel)
Microsoft Exchange Contact Email and Calendar Sync

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SmartOffice Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of SmartOffice
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Management
Client Management
Commenting/Notes
Contact Database
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Marketing
Email Templates
Forecasting
For Financial Institutions
For Insurance Industry
Insurance Management
Lead Capture
Lead Generation
Lead Management
Mobile Access
Opportunity Management
Pipeline Management
Process/Workflow Automation
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Sales Activity Management
Sales Forecasting
Sales Reports
Search/Filter
Task Scheduling
Template Management
Third-Party Integrations

SmartOffice Integrations

Constant Contact

Zapier

Docupace

Broadridge Investment Accounting

RightCapital

Orion

SmartOffice User Reviews

Overall Rating

3.7

Ratings Breakdown

35%

29%

12%

18%

Secondary Ratings

Ease of Use

3.6

Value for money

3.7

Customer support

3.9

Functionality

3.6

Scot W.

Verified reviewer

Investment Management

2-10 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Stephen H.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 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.

Lisa G.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2020

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

Frustrating experience. I am looking for another CRM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to SmartOffice

(CAMS) is sun downing & it was getting glitchy with windows 10

chloe h.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2024

Easy to work through

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Jolie K.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2020

SmartOffice

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing SmartOffice

SmartOffice can literally do anything you want it to do & report. It is that versatile.

Brandon N.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 2 years

Review source

Reviewed September 2021

Not user friendly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

The 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

Michael D.

Verified reviewer

Financial Services

5001-10000 employees

Used daily for less than 2 years

Review source

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

Ratings Breakdown

Ease of use

Functionality

Pros:

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

Cons:

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

robert t.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2022

smartoffice for 30 years

total CRM, and project tracking for our clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

sometimes not easy to make it compatible to new systems

Reasons for choosing SmartOffice

A product I know well...did not want to change

James M.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Verified

Reviewer

Financial Services

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed April 2020

A CRM

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

Ratings Breakdown

Ease of use

Functionality

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

Showing 1 - 10 of 17 Reviews

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