Compare SmartOffice and Total Expert 
Featured Products
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
$70.00 1 Per User Per Month
No pricing available
SmartOffice
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 plansTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSmartOffice vs Total Expert
When assessing the two solutions, reviewers found Total Expert easier to use and do business with overall. However, reviewers preferred the ease of set up with SmartOffice, along with administration.
- Reviewers felt that Total Expert meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that Total Expert is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Total Expert over SmartOffice.
Pricing
Entry-Level Pricing
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
Total Expert
No pricing availableFree Trial
SmartOffice
Free Trial is available
Total Expert
No trial information availableRatings
Meets Requirements
8.1
23
8.5
129
Ease of Use
7.5
23
8.3
127
Ease of Setup
7.8
9
7.7
98
Ease of Admin
8.7
9
8.4
100
Quality of Support
7.4
23
8.6
126
Has the product been a good partner in doing business?
7.9
8
8.9
103
Product Direction (% positive)
6.7
21
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
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
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
7.9
56
Client Management
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
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
Feature Not Available
Not enough data
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
Feature Not Available
Not enough data
Not enough data
Not enough data
Content
Not enough data
8.2
29
Platform Additional Functionality
Not enough data
7.1
22
Not enough data
7.6
29
Not enough data
7.9
22
Not enough data
6.7
25
Not enough data
7.7
23
Platform Reporting and Analytics
Not enough data
6.5
28
Not enough data
6.5
20
Customer Support
Feature Not Available
Feature Not Available
Feature Not Available
7.6
26
Not enough data
8.1
25
Feature Not Available
7.3
24
Marketing Automation
Not enough data
8.1
28
Not enough data
7.8
27
Not enough data
7.5
29
Sales Force Automation
Not enough data
7.4
22
Not enough data
8.0
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
SmartOffice and Total Expert are categorized as Financial Services CRM
Unique Categories
SmartOffice is categorized as Insurance Agency Management Systems
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
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
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Financial Services
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
Alternatives
Discussions
SmartOffice has no discussions with answers
Is total expert free?
1 Comment
ZS
NoRead more
Total Expert has no more discussions with answers
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