# Top 10 SmartOffice Alternatives & Competitors **Average Rating:** 3.7/5 **Total Number of Reviews:** 28 The Financial Services CRM Software solutions below are the most common alternatives that users and reviewers compare with SmartOffice. Financial Services CRM Software is a widely used technology, and many people are seeking high quality, user friendly software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to SmartOffice include integration and customer information. The best overall SmartOffice alternative is Redtail Technology. Other similar apps like SmartOffice are Wealthbox CRM, Applied Epic, AMS360, and QQCatalyst. SmartOffice alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) or [CRM Software](https://www.g2.com/categories/crm). ## Best Paid & Free Alternatives to SmartOffice - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) ## Top 10 Alternatives to SmartOffice Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how SmartOffice stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Insurance, and Banking, and find the best product for your business. ### 1. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Reviewers say compared to SmartOffice, Redtail Technology is: - Better at support - Easier to do business with - More usable Categories in common with SmartOffice: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [SmartOffice vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-smartoffice) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Wealthbox CRM](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Redtail Technology vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-redtail-technology) - [Redtail Technology vs AMS360](https://www.g2.com/compare/ams360-vs-redtail-technology) - [Redtail Technology vs QQCatalyst](https://www.g2.com/compare/qqcatalyst-vs-redtail-technology) - [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Redtail Technology vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-redtail-technology) - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Redtail Technology vs Jenesis](https://www.g2.com/compare/jenesis-vs-redtail-technology) ### 2. [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) By Wealthbox **Average Rating:** 4.6/5 **Total Reviews:** 109 CRM for Financial Advisors Reviewers say compared to SmartOffice, Wealthbox CRM is: - More usable - Better at support - Easier to do business with Categories in common with SmartOffice: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [SmartOffice vs Wealthbox CRM](https://www.g2.com/compare/smartoffice-vs-wealthbox-crm) **Compare Wealthbox CRM with other alternatives:** - [Wealthbox CRM vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-wealthbox-crm) - [Wealthbox CRM vs AMS360](https://www.g2.com/compare/ams360-vs-wealthbox-crm) - [Wealthbox CRM vs QQCatalyst](https://www.g2.com/compare/qqcatalyst-vs-wealthbox-crm) - [Wealthbox CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Wealthbox CRM vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-wealthbox-crm) - [Wealthbox CRM vs Maximizer](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Wealthbox CRM vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Wealthbox CRM vs Jenesis](https://www.g2.com/compare/jenesis-vs-wealthbox-crm) ### 3. [Applied Epic](https://www.g2.com/products/applied-epic/reviews) By Applied Systems **Average Rating:** 4.4/5 **Total Reviews:** 1,797 Applied Epic enables agencies to manage their property and casualty and benefits business in a single application. Reviewers say compared to SmartOffice, Applied Epic is: - Better at support - More expensive - Easier to do business with Categories in common with SmartOffice: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems) **Compare:** [SmartOffice vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-smartoffice) **Compare Applied Epic with other alternatives:** - [Applied Epic vs Redtail Technology](https://www.g2.com/compare/applied-epic-vs-redtail-technology) - [Applied Epic vs Wealthbox CRM](https://www.g2.com/compare/applied-epic-vs-wealthbox-crm) - [Applied Epic vs AMS360](https://www.g2.com/compare/ams360-vs-applied-epic) - [Applied Epic vs QQCatalyst](https://www.g2.com/compare/applied-epic-vs-qqcatalyst) - [Applied Epic vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-applied-epic) - [Applied Epic vs EZLynx](https://www.g2.com/compare/applied-epic-vs-ezlynx-ezlynx) - [Applied Epic vs Maximizer](https://www.g2.com/compare/applied-epic-vs-maximizer) - [Applied Epic vs Capsule CRM](https://www.g2.com/compare/applied-epic-vs-capsule-crm) - [Applied Epic vs Jenesis](https://www.g2.com/compare/applied-epic-vs-jenesis) ### 4. [AMS360](https://www.g2.com/products/ams360/reviews) By Vertafore **Average Rating:** 4.3/5 **Total Reviews:** 968 AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects. Reviewers say compared to SmartOffice, AMS360 is: - More expensive - Better at support - More usable Categories in common with SmartOffice: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems) **Compare:** [SmartOffice vs AMS360](https://www.g2.com/compare/ams360-vs-smartoffice) **Compare AMS360 with other alternatives:** - [AMS360 vs Redtail Technology](https://www.g2.com/compare/ams360-vs-redtail-technology) - [AMS360 vs Wealthbox CRM](https://www.g2.com/compare/ams360-vs-wealthbox-crm) - [AMS360 vs Applied Epic](https://www.g2.com/compare/ams360-vs-applied-epic) - [AMS360 vs QQCatalyst](https://www.g2.com/compare/ams360-vs-qqcatalyst) - [AMS360 vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/ams360-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [AMS360 vs EZLynx](https://www.g2.com/compare/ams360-vs-ezlynx-ezlynx) - [AMS360 vs Maximizer](https://www.g2.com/compare/ams360-vs-maximizer) - [AMS360 vs Capsule CRM](https://www.g2.com/compare/ams360-vs-capsule-crm) - [AMS360 vs Jenesis](https://www.g2.com/compare/ams360-vs-jenesis) ### 5. [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) By Vertafore **Average Rating:** 4.4/5 **Total Reviews:** 671 QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. Reviewers say compared to SmartOffice, QQCatalyst is: - More usable - Better at support - Easier to set up Categories in common with SmartOffice: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems) **Compare:** [SmartOffice vs QQCatalyst](https://www.g2.com/compare/qqcatalyst-vs-smartoffice) **Compare QQCatalyst with other alternatives:** - [QQCatalyst vs Redtail Technology](https://www.g2.com/compare/qqcatalyst-vs-redtail-technology) - [QQCatalyst vs Wealthbox CRM](https://www.g2.com/compare/qqcatalyst-vs-wealthbox-crm) - [QQCatalyst vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-qqcatalyst) - [QQCatalyst vs AMS360](https://www.g2.com/compare/ams360-vs-qqcatalyst) - [QQCatalyst vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-qqcatalyst) - [QQCatalyst vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-qqcatalyst) - [QQCatalyst vs Maximizer](https://www.g2.com/compare/maximizer-vs-qqcatalyst) - [QQCatalyst vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-qqcatalyst) - [QQCatalyst vs Jenesis](https://www.g2.com/compare/jenesis-vs-qqcatalyst) ### 6. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By Salesforce **Average Rating:** 4.3/5 **Total Reviews:** 227 Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication. Reviewers say compared to SmartOffice, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is: - Better at support - More expensive - Easier to do business with Categories in common with SmartOffice: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [SmartOffice vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-smartoffice) **Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:** - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Applied Epic](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-applied-epic) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs AMS360](https://www.g2.com/compare/ams360-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs QQCatalyst](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-qqcatalyst) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs EZLynx](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-ezlynx-ezlynx) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Capsule CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Jenesis](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-jenesis) ### 7. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) By EZLynx **Average Rating:** 4.4/5 **Total Reviews:** 722 EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence. Reviewers say compared to SmartOffice, EZLynx is: - More usable - Better at support - Easier to set up Categories in common with SmartOffice: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems) **Compare:** [SmartOffice vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-smartoffice) **Compare EZLynx with other alternatives:** - [EZLynx vs Redtail Technology](https://www.g2.com/compare/ezlynx-ezlynx-vs-redtail-technology) - [EZLynx vs Wealthbox CRM](https://www.g2.com/compare/ezlynx-ezlynx-vs-wealthbox-crm) - [EZLynx vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-ezlynx-ezlynx) - [EZLynx vs AMS360](https://www.g2.com/compare/ams360-vs-ezlynx-ezlynx) - [EZLynx vs QQCatalyst](https://www.g2.com/compare/ezlynx-ezlynx-vs-qqcatalyst) - [EZLynx vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-ezlynx-ezlynx) - [EZLynx vs Maximizer](https://www.g2.com/compare/ezlynx-ezlynx-vs-maximizer) - [EZLynx vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-ezlynx-ezlynx) - [EZLynx vs Jenesis](https://www.g2.com/compare/ezlynx-ezlynx-vs-jenesis) ### 8. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 672 The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Reviewers say compared to SmartOffice, Maximizer is: - Better at support - More expensive - More usable Categories in common with SmartOffice: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [SmartOffice vs Maximizer](https://www.g2.com/compare/maximizer-vs-smartoffice) **Compare Maximizer with other alternatives:** - [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs Wealthbox CRM](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Maximizer vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-maximizer) - [Maximizer vs AMS360](https://www.g2.com/compare/ams360-vs-maximizer) - [Maximizer vs QQCatalyst](https://www.g2.com/compare/maximizer-vs-qqcatalyst) - [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) - [Maximizer vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-maximizer) - [Maximizer vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Maximizer vs Jenesis](https://www.g2.com/compare/jenesis-vs-maximizer) ### 9. [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) By Capsule **Average Rating:** 4.7/5 **Total Reviews:** 513 Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Reviewers say compared to SmartOffice, Capsule CRM is: - Better at support - More usable - Easier to do business with Categories in common with SmartOffice: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [SmartOffice vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-smartoffice) **Compare Capsule CRM with other alternatives:** - [Capsule CRM vs Redtail Technology](https://www.g2.com/compare/capsule-crm-vs-redtail-technology) - [Capsule CRM vs Wealthbox CRM](https://www.g2.com/compare/capsule-crm-vs-wealthbox-crm) - [Capsule CRM vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-capsule-crm) - [Capsule CRM vs AMS360](https://www.g2.com/compare/ams360-vs-capsule-crm) - [Capsule CRM vs QQCatalyst](https://www.g2.com/compare/capsule-crm-vs-qqcatalyst) - [Capsule CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-capsule-crm) - [Capsule CRM vs EZLynx](https://www.g2.com/compare/capsule-crm-vs-ezlynx-ezlynx) - [Capsule CRM vs Maximizer](https://www.g2.com/compare/capsule-crm-vs-maximizer) - [Capsule CRM vs Jenesis](https://www.g2.com/compare/capsule-crm-vs-jenesis) ### 10. [Jenesis](https://www.g2.com/products/jenesis/reviews) By Jenesis **Average Rating:** 4.7/5 **Total Reviews:** 155 Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry. Reviewers say compared to SmartOffice, Jenesis is: - Slower to reach roi - Better at support - Easier to do business with Categories in common with SmartOffice: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems) **Compare:** [SmartOffice vs Jenesis](https://www.g2.com/compare/jenesis-vs-smartoffice) **Compare Jenesis with other alternatives:** - [Jenesis vs Redtail Technology](https://www.g2.com/compare/jenesis-vs-redtail-technology) - [Jenesis vs Wealthbox CRM](https://www.g2.com/compare/jenesis-vs-wealthbox-crm) - [Jenesis vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-jenesis) - [Jenesis vs AMS360](https://www.g2.com/compare/ams360-vs-jenesis) - [Jenesis vs QQCatalyst](https://www.g2.com/compare/jenesis-vs-qqcatalyst) - [Jenesis vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-jenesis) - [Jenesis vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-jenesis) - [Jenesis vs Maximizer](https://www.g2.com/compare/jenesis-vs-maximizer) - [Jenesis vs Capsule CRM](https://www.g2.com/compare/capsule-crm-vs-jenesis) ## Explore Articles - [What's the best customer support software for tech startups](https://www.g2.com/discussions/what-s-the-best-customer-support-software-for-tech-startups) - [What are the most popular Salesforce document generation add-ons compared side by side for a RevOps team evaluating their options before committing?](https://www.g2.com/discussions/what-are-the-most-popular-salesforce-document-generation-add-ons-compared-side-by-side-for-a-revops-team-evaluating-their-options-before-committing) - [What is the best platform for identifying industry-specific influencers?](https://www.g2.com/discussions/what-is-the-best-platform-for-identifying-industry-specific-influencers) - [corporate learning management system](https://www.g2.com/discussions/help-me-choose-a-good-corporate-learning-management-system-in-2025) - [Which MEP platforms are highest rated for architectural professionals coordinating complex building systems across disciplines?](https://www.g2.com/discussions/mep-which-mep-platforms-are-highest-rated-for-architectural-professionals-coordinating-complex-building-s) - [Best platform for organizing employee travel](https://www.g2.com/discussions/best-platform-for-organizing-employee-travel) ## Spotlight Categories - [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) - [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) - [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software)