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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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AdvisorEngine CRM excels in its "Quality of Support," with a score of 8.7, while SmartOffice falls short at 7.4. Reviewers mention that the responsiveness and helpfulness of AdvisorEngine's support team significantly enhance the user experience.
- Reviewers say that AdvisorEngine CRM's "Pre-Built Connectors" feature, rated at 9.3, allows for seamless integration with various third-party applications, making it easier for users to streamline their workflows. In contrast, SmartOffice does not offer the same level of integration flexibility, which users find limiting.
- Users on G2 highlight that AdvisorEngine CRM's "Task Management" feature, rated at 9.0, is intuitive and effective, helping teams stay organized. SmartOffice's task management capabilities, while functional, do not receive the same level of praise, with users mentioning that they can be cumbersome to navigate.
- Reviewers mention that the "Cloud" functionality of AdvisorEngine CRM, rated at 9.8, provides excellent accessibility and reliability, allowing users to work from anywhere. SmartOffice, while cloud-based, does not achieve the same level of user satisfaction, with some users reporting connectivity issues.
- G2 users report that AdvisorEngine CRM's "Product Direction" score of 8.8 indicates a strong commitment to continuous improvement and innovation, which is appreciated by users. In contrast, SmartOffice's lower score of 6.7 suggests that users feel less confident about the future development of the product.
- Users say that the "Ease of Setup" for AdvisorEngine CRM, rated at 8.1, is generally straightforward, with many users appreciating the guided onboarding process. SmartOffice, however, has a lower score of 7.8, with some users mentioning that the setup can be more complex and time-consuming.
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
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
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
SmartOffice has no discussions with answers
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