Average Ratings

1 Review
  • 4.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • 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

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

SmartOffice Reviews

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.