# SmartOffice Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SmartOffice Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/133901/Eloqua

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# 

 SmartOffice Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

SmartOffice

## What is SmartOffice?

SmartOffice is a cloud CRM solution designed to help insurance agents and financial advisors deliver client service and create trusted relationships. It is a modular platform designed to address a practice’s immediate needs while providing the flexibility to add features as the practice expands. SmartOffice Features include: contact management, insurance policy tracking, investment tracking, Microsoft® Outlook integration, document storage, data feeds, and industry integrations.

## What is SmartOffice used for?

[Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)

Overall rating

Based on 17 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$70

Flat Rate, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SmartOffice

3.7 (17)

VS.

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting Price

$70

Flat Rate, Per Month

Starting Price

$14.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.6 (17)

Ease Of Use

4.5 (907)

Value For Money

3.7 (13)

Value For Money

4.7 (826)

Customer Service

3.9 (15)

Customer Service

4.8 (846)

## SmartOffice alternatives

[4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Starting price

$65.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

80%

of reviewers

rated it above 4 stars

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$61.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

3.7 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Document Storage

3.3 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Email Management

3.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Calendar/Reminder System

3.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

Lead Management

2.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Activity Tracking

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

SmartOffice 56 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Leave comments and notes on documents for others to view

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Intended to be used by insurers

Form predictions based on past and present data/trends

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access software remotely via mobile devices

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Streamlining repetitive tasks and activities through automated and predefined workflows

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

3.6 (17)

3.6

Based on 17 reviews

## Pricing

Value for money

3.7 (13)

Free Trial

[View pricing plan details](https://www.capterra.com/p/133901/SmartOffice/pricing/)

Single User Package

$70.00

Flat Rate,Per Month

It 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
-   Letter/Email Template Administration
-   Agent Commission Tracking
-   Event Management
-   Sales/Workflow/Process Tracking
-   Industry Integrations

2-User Package

$135.00

Flat Rate,Per Month

It 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
-   Letter/Email Template Administration
-   Agent Commission Tracking
-   Calendar and Time Management
-   Industry Integrations
-   Event Management

5-User Package

$275.00

Flat Rate,Per Month

It 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
-   Agent Commission Tracking
-   Sales/Workflow/Process Tracking
-   Letter/Email Template Administration
-   Event Management
-   Industry Integrations

Agency Management Package

$105.00

Per User,Per Month

It 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

Value for money

3.7 (13)

3.7

Based on 13 reviews

## Integrations

[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

Docupace](https://www.capterra.com/p/211689/Docupace/)[

RightCapital](https://www.capterra.com/p/210548/RightCapital/)[

Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[

EbixASP](https://www.capterra.com/p/133902/EbixASP/)[

FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/)[

Broadridge Investment Accounting](https://www.capterra.com/p/131019/QED/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

3.9 (15)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.9 (15)

3.9

Based on 15 reviews

## User reviews

Overall rating

3.7

Based on 17 reviews

Filter by rating

5(5)

4(6)

3(2)

2(3)

1(1)

Mentioned topic

Sorted by most recent

CH

chloe h.

Marketer

Insurance

### "Easy to work through"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 22, 2024

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SH

Stephen H.

President/Investment Advisor

Financial Services

### "Great value for the $$$."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

October 22, 2022

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.

Alternatives considered

[Thryv](https://www.capterra.com/p/156926/Thryv/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RT

robert t.

owner

Financial Services

### "smartoffice for 30 years"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

September 8, 2022

total CRM, and project tracking for our clients.

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JC

John C.

Financial Advisor

Financial Services

### "Outdated Tech"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

December 15, 2021

Poor experience. Much better products out there.

Pros

Basic CRM for case notes and follow up reminders.

Cons

Reminders 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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BN

Brandon N.

Owner

Financial Services

### "Not user friendly"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

1/10

September 14, 2021

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.

Switched from

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 16, 2021

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.

TB

Tara B.

Executive Assistant

Financial Services

### "Smartoffice"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

March 4, 2021

Pros

Input of data is easy adding notes is great

Cons

running reports or lists not as easy as it should be

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MD

Michael D.

Administrative assistant

Financial Services

### "There's better out there"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

February 13, 2021

Not very good,. Sure others had better but after ,2 years we are giving up and going to redtail

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JM

James M.

Registered Representative

Financial Services

### "SmartOffice"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

August 20, 2020

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JK

Jolie K.

Director of Underwriting Services & Operations

Financial Services

### "SmartOffice"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

August 19, 2020

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PC

Patrick C.

Financial Advisor

Financial Services

### "Smartoffice"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

4/10

July 28, 2020

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.

Pros

I 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.

Cons

At 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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/133901/SmartOffice/reviews/)

Popular comparisons

[Salesforce Sales Cloud vs SmartOffice](https://www.capterra.com/compare/61368-133901/Salesforce-vs-SmartOffice) 

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