Average Ratings

3 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Ebix
  • www.ebix.com
  • Founded 1989
  • United States

About SmartOffice

Web-based customer relationship management solution for insurance and financial services businesses.


SmartOffice Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

SmartOffice Reviews Recently Reviewed!


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

Mar 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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!

Overall: 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.

Good CRM works well.

Apr 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

SmartOffice good CRM

Mar 30, 2016
5/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: Smart Office does all you need in a CRM System. Check pricing.