Top 10 SmartOffice Alternatives & Competitors

Top 10 Alternatives to SmartOffice Recently Reviewed By G2 Community

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Redtail Technology
By Orion Advisor Tech
4.3/5
(268)
Product Description
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
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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

Wealthbox CRM
By Wealthbox
4.6/5
(109)
Product Description
CRM for Financial Advisors
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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

Applied Epic
By Applied Systems
4.4/5
(1,563)
Product Description
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
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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

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QQCatalyst
By Vertafore
4.4/5
(563)
Product Description
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
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Reviewers say compared to SmartOffice, QQCatalyst is:
More usable
Better at support
Easier to set up
Categories in common with SmartOffice:
Insurance Agency Management

EZLynx
By EZLynx
4.4/5
(693)
Product Description
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.
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Reviewers say compared to SmartOffice, EZLynx is:
More usable
Better at support
More expensive
Categories in common with SmartOffice:
Insurance Agency Management

Maximizer
By Maximizer Software
4/5
(673)
Product Description
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
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Reviewers say compared to SmartOffice, Maximizer is:
Better at support
More expensive
More usable
Categories in common with SmartOffice:
Financial Services CRM

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
By Salesforce
4.3/5
(225)
Product Description
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.
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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

Jenesis
By Jenesis
4.7/5
(155)
Product Description
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
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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

Total Expert
By Total Expert
4.5/5
(150)
Product Description
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
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Reviewers say compared to SmartOffice, Total Expert is:
Slower to reach roi
Better at support
Easier to do business with
Categories in common with SmartOffice:
Financial Services CRM