# SmartOffice Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is SmartOffice the right CRM solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/133901/SmartOffice/reviews --- SmartOffice 3.7 (17) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of SmartOffice Ease of use 3.6 Customer Service 3.9 ## Showing most helpful reviews Showing 1-17 of 17 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Scot W. Partner Investment Management Used the software for: 2+ years ### "Relatively Easy to Use" December 6, 2018 4.0 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 SH Stephen H. President/Investment Advisor Financial Services Used the software for: 2+ years ### "Great value for the $$$." October 22, 2022 4.0 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/) Reason 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 LG Lisa G. Database Manager Financial Services Used the software for: 6-12 months ### "Can't get list of top 10 clients, Difficult to use, Conversion Nightmare!" April 7, 2020 1.0 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 cH chloe H. Marketer Insurance Used the software for: 1-2 years ### "Easy to work through" January 22, 2024 4.0 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 JK Jolie K. Director of Underwriting Services & Operations Financial Services Used the software for: 2+ years ### "SmartOffice" August 19, 2020 5.0 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. Reason for choosing SmartOffice SmartOffice can literally do anything you want it to do & report. It is that versatile. Review Source BN Brandon N. Owner Financial Services Used the software for: 1-2 years ### "Not user friendly" September 14, 2021 2.0 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 Response from Ebix 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. MD Michael D. Administrative assistant Financial Services Used the software for: 1-2 years ### "There's better out there" February 13, 2021 2.0 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 rT robert T. owner Financial Services Used the software for: 2+ years ### "smartoffice for 30 years" September 8, 2022 5.0 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 Reason for choosing SmartOffice A product I know well...did not want to change Review Source JM James M. Registered Representative Financial Services Used the software for: 2+ years ### "SmartOffice" August 20, 2020 4.0 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 VR Verified Reviewer Administrative Assistant Financial Services Used the software for: 2+ years ### "A CRM" April 4, 2020 4.0 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 JC John C. Financial Advisor Financial Services Used the software for: 2+ years ### "Outdated Tech" December 15, 2021 2.0 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 PS PETER S. FINANCIAL PLANNER Financial Services Used the software for: 2+ years ### "I have been using this for longer than 10 years and it's a great tool that will make you look smart." March 7, 2018 5.0 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. 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! Review Source PC Patrick C. Financial Advisor Financial Services Used the software for: 2+ years ### "Smartoffice" July 28, 2020 3.0 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 TB Tara B. Executive Assistant Financial Services Used the software for: 2+ years ### "Smartoffice" March 4, 2021 5.0 Pros Input of data is easy adding notes is great Cons running reports or lists not as easy as it should be Review Source AM Allyson M. Office Manager Financial Services Used the software for: 1-2 years ### "SmartOffice Review" October 22, 2019 3.0 Pros Collects a lot of client data and information Cons Not the most user friendly to navigate between different screens Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Review Source SF Seth F. FInancial Advisor Used the software for: 2+ years ### "Good CRM works well." April 24, 2018 5.0 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. Review Source BB Brian B. President Insurance Used the software for: 1-2 years ### "SmartOffice good CRM" March 30, 2016 4.5 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. Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.