--- title: "SmartOffice Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmartOffice Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/133901/SmartOffice/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # SmartOffice Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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)[FAQs](#faqs)[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/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $70 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartOffice?[Manage this product listing](https://www.g2.com/products/ebix-smartoffice/claim_requests/new?auto=true) ## 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. [4.6 (912)](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 (912) Value For Money 3.7 (13) Value For Money 4.7 (831) Customer Service 3.9 (15) Customer Service 4.8 (851) ## SmartOffice alternatives [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 [4.4 (19,024)](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 [4.3 (7,010)](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 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars ## FAQs about SmartOffice Overview ### Which roles and teams benefit most from SmartOffice? SmartOffice is most used by financial advisors, planners, and registered representatives who manage client relationships, prospect follow-ups, and advisory activities. Administrative assistants and office managers use it to organize records and support daily coordination, while firm owners, presidents, operations leaders, marketers, and database managers monitor business activity and maintain accurate client data. Answer based on 17 reviews Overview ### What company size and specific industries is SmartOffice built for? SmartOffice is designed for enterprises in the financial services industry, especially insurance agents, financial advisors, RIAs, and banks. It is built for organizations that need an industry-specific CRM for client and relationship management within finance-focused operations. Features and Usability ### What are the key features of SmartOffice? SmartOffice offers CRM and contact management, plus lead management, pipeline management, and opportunity management for sales tracking. It also includes calendar management, appointment scheduling, task management, email management, document storage, customizable reports, workflow automation, and access controls. Additional features include forecasting, marketing automation, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? SmartOffice starts at $70 per month for the Single User Package, with a free trial available. Other flat-rate options are the 2-User Package at $135 per month and the 5-User Package at $275 per month. The Agency Management Package costs $105 per user per month. Integrations ### Which third-party tools and platforms does SmartOffice integrate with? SmartOffice integrates with 12 third-party tools, including CRM, financial planning, and marketing platforms such as AnnuityNet, Broadridge Investment Accounting, Constant Contact, Docupace, Envestnet | MoneyGuide, FMG Suite, Orion, RightCapital, and Zapier. Getting Started and Support ### What training and onboarding options does SmartOffice offer? SmartOffice provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual step-by-step guidance. Getting Started and Support ### What customer support options does SmartOffice offer? SmartOffice offers Email/Help Desk, Knowledge Base, and Phone Support. No reviewer feedback on support experience is available in the catalog data, so user sentiment about response times, helpfulness, or common frustrations cannot be summarized here. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SmartOffice includes **Customer Database**, giving teams a central place to store and review customer information. However, it does not include **Data Security** or **Real-Time Data**. Instead, it offers other important CRM features that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact records, find information faster, and manage customer relationships more efficiently, allowing teams to keep sales and service work moving with less manual effort. Customer Database 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 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 SmartOffice 56 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: 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/)[ RightCapital](https://www.capterra.com/p/210548/RightCapital/)[ Docupace](https://www.capterra.com/p/211689/Docupace/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ FMG Suite](https://www.capterra.com/p/234438/FMG-Suite/)[ EbixASP](https://www.capterra.com/p/133902/EbixASP/)[ 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 Counts reflect reviews available in this feed. 5(5) 4(6) 3(2) 2(3) 1(1) Mentioned topic Recent reviews first, then most helpful Scot W. Partner Used the software for: 3-5 years ### "Relatively Easy to Use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 December 7, 2018 I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there. 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 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 Steve H. President/Investment Advisor Used the software for: 3-5 years ### "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 27, 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. 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. RE Reviewer Database Manager Used the software for: Less than 1 year ### "Can't get list of top 10 clients, Difficult to use, Conversion Nightmare!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 9, 2020 Frustrating experience. I am looking for another CRM. 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. 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. Chloe H. Marketer Used the software for: 1-3 years ### "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 23, 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. RE Reviewer Director of Underwriting Services & Operations Used the software for: 3-5 years ### "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 28, 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. 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. Brandon N. Owner Used the software for: 1-3 years ### "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 16, 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. 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. RE Reviewer Administrative assistant Used the software for: 1-3 years ### "There's better out there" 2.0 February 16, 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 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. lyndon T. owner Used the software for: 3-5 years ### "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 16, 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 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. RE Reviewer Registered Representative Used the software for: 3-5 years ### "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 28, 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 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. Verified Reviewer Administrative Assistant Used the software for: 3-5 years ### "A CRM" 4.0 April 8, 2020 This could be the CRM for you if you can't afford Salesforce. 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 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. [View all Reviews](https://www.capterra.com/p/133901/SmartOffice/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Salesforce Sales Cloud vs SmartOffice](https://www.capterra.com/compare/61368-133901/Salesforce-vs-SmartOffice)