--- description: Review of SmartOffice Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SmartOffice | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Banking CRM Software](/directory/336/banking-crm/software) > [SmartOffice](/software/8398/smartoffice) # SmartOffice Canonical: https://www.softwareadvice.com.au/software/8398/smartoffice Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/8398/smartoffice?page=2) > SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses. Features of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. Additionally, SmartOffice allows users to track product and policy details, account values, activities, new businesses, in-force policies and provides an overall picture of client financials. It comes with pre-built templates related to birthdays, holidays and other important life events. SmartOffice can either be deployed on-premise or hosted in the cloud. Pricing is available on request. > > Verdict: Rated **3.7/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 17 Reviews | | Ease of Use | 3.6/5 | Based on overall reviews | | Customer Support | 3.9/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.6/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Ebix - **Founded**: 1989 ## Commercial Context - **Starting Price**: USD 70.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: 2–10, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French - **Available Countries**: Australia, Canada, India, Singapore, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Activity/News Feed - Alerts/Notifications - Appointment Scheduling - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Call Logging - Campaign Management - Client Management - Commenting/Notes - Contact Database - Contact Management - Customer Database - Customizable Fields - Customizable Reports ## Integrations (12 total) - AnnuityNet - Broadridge Investment Accounting - Constant Contact - Docupace - EbixASP - Envestnet | MoneyGuide - FMG Suite - Orion - RightCapital - VitalSales Suite - WinFlex - Zapier ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [Banking CRM Software](https://www.softwareadvice.com.au/directory/336/banking-crm/software) ## Related Categories - [Banking CRM Software](https://www.softwareadvice.com.au/directory/336/banking-crm/software) - [Insurance CRM Software](https://www.softwareadvice.com.au/directory/342/insurance-crm/software) - [iPad CRM Software](https://www.softwareadvice.com.au/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.com.au/directory/1491/mobile-crm/software) - [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (984 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [EngageBay CRM](https://www.softwareadvice.com.au/software/83835/engagebay) — 4.7/5 (907 reviews) 5. [Maximizer CRM](https://www.softwareadvice.com.au/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) ## Reviews ### "Relatively Easy to Use" — 4.0/5 > **Scot** | *6 December 2018* | Investment Management | Recommendation rating: 7.0/10 > > **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 > > I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there. ----- ### "Great value for the $$$." — 4.0/5 > **Stephen** | *22 October 2022* | Financial Services | Recommendation rating: 8.0/10 > > **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. > > We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with. ----- ### "Can't get list of top 10 clients, Difficult to use, Conversion Nightmare\!" — 1.0/5 > **Lisa** | *7 April 2020* | Financial Services | Recommendation rating: 0.0/10 > > **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. > > Frustrating experience. I am looking for another CRM. ----- ### "Easy to work through" — 4.0/5 > **chloe** | *22 January 2024* | Insurance | Recommendation rating: 8.0/10 > > **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. ----- ### "SmartOffice" — 5.0/5 > **Jolie** | *19 August 2020* | Financial Services | Recommendation rating: 9.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/8398/smartoffice?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/8398/smartoffice) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data