Compare AdvisorEngine CRM and SmartOffice 
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
$70.00 1 Per User Per Month
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansAdvisorEngine CRM vs SmartOffice
When assessing the two solutions, reviewers found AdvisorEngine CRM easier to use, set up, and do business with overall. However, reviewers preferred the ease of administration with SmartOffice.
- Reviewers felt that AdvisorEngine CRM meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that AdvisorEngine CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of AdvisorEngine CRM over SmartOffice.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
AdvisorEngine CRM
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
8.5
19
8.1
23
Ease of Use
7.7
21
7.5
23
Ease of Setup
8.1
8
7.8
9
Ease of Admin
7.7
8
8.7
9
Quality of Support
8.7
19
7.4
23
Has the product been a good partner in doing business?
9.4
8
7.9
8
Product Direction (% positive)
8.8
20
6.7
21
Features by Category
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
8.1
7
Not enough data
Platform Additional Functionality
9.3
5
Not enough data
9.0
7
Not enough data
9.8
7
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
8.6
6
Feature Not Available
9.3
5
Feature Not Available
9.7
5
Not enough data
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
9.7
5
Not enough data
Not enough data
Not enough data
Sales Force Automation
Not enough data
Not enough data
9.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and SmartOffice are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
SmartOffice is categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
Discussions
What is the use of Junxure?
1 Comment
CP
it is our CRMRead more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
SmartOffice has no discussions with answers
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