[ SmartOf... Reviews ](https://www.g2.com/products/smartoffice/reviews) [ SmartOf... Reviews ](https://www.g2.com/products/smartoffice/reviews) # SmartOffice Pricing Overview [Editedit](https://my.g2.com/smartoffice/pricings) Free Trial ## SmartOffice Pricing Key Insights Last updated on Apr 09, 2026 * * * SmartOffice offers **3 pricing editions** , starting from **$70** to **$275**. SmartOffice pricing tiers are designed to support different usage levels and team sizes. SmartOffice also offers a **free trial**. Compare the SmartOffice pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Zinnia** for **custom pricing**. * * * Performance — $70 / 1 Per User Per Month Advisor Bundle — $135 / 2 User Per Month Producer Bundle — $275 / 5 Users Per Month Rated 3.7 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. 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 - Calendar and Time Management - Comprehensive Notes and History - Document/File Storage - Mass Communication - Mobile (SmartOffice Anywhere) - Insurance Tracking - Investment Tracking - Position Level Investment Download - Group Insurance Tracking - Dynamic Report Creation - Letter/Email Template Administration - Sales Opportunity / Process Tracking - Agent Commission Tracking - Lead Tracking and Distribution - Event Management Show More Advisor Bundle $135.00 2 User Per Month Includes up to two (2) Performance user licenses - Microsoft® Exchange - Contact Email & Calendar Sync - Microsoft® Office Integration - Word/Outlook/ Excel - Contact Management - Calendar and Time Management - Comprehensive Notes and History - Document/File Storage - Mass Communication - Mobile (SmartOffice Anywhere) - Insurance Tracking - Investment Tracking - Position Level Investment Download - Group Insurance Tracking - Dynamic Report Creation - Letter/Email Template Administration - Sales Opportunity / Process Tracking - Agent Commission Tracking - Lead Tracking and Distribution - Event Management Show More Producer Bundle $275.00 5 Users Per Month Includes up to five (5) Performance user licenses - Microsoft® Exchange - Contact Email & Calendar Sync - Microsoft® Office Integration - Word/Outlook/ Excel - Contact Management - Calendar and Time Management - Comprehensive Notes and History - Document/File Storage - Mass Communication - Mobile (SmartOffice Anywhere) - Insurance Tracking - Investment Tracking - Position Level Investment Download - Group Insurance Tracking - Dynamic Report Creation - Letter/Email Template Administration - Sales Opportunity / Process Tracking - Agent Commission Tracking - Lead Tracking and Distribution - Event Management Show More Pricing to Fit Your Growing Practice Pricing information for SmartOffice is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase SmartOffice must be conducted with the seller. www.ebixcrm.com Pricing information was last updated on October 10, 2024 Show More Download complete pricing list[DownloadDownload now](#) ## Top-Rated Alternatives [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ View All Alternatives ](https://www.g2.com/products/smartoffice/competitors/alternatives) ## SmartOffice Alternatives Pricing The following is a quick overview of editions offered by other [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) | Product | Price | Features | | --- | --- | --- | | ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg)[Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) Enterprise | Contact Us | Customizable plans with endless options available! Minimum license commitment is required. Customize Your Plan | | ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png)[Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) Basic | $59.00Per Month | Price is per user / month when billed annually Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding | | ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png)[Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) Agentforce Financial Services Service Enterprise | $325.001 user Per Month | The financial services CRM for service with built-in AI. Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation Easy-to-Use CSR Console for Single Pane of Glass Service Process Studio for Low-Code Customization | Various alternatives pricing & plans Free Trial Pricing information for the above various SmartOffice alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. SmartOffice Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-smartoffice) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/smartoffice-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,876) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-smartoffice) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Financial Services CRM](https://www.g2.com/categories/financial-services-crm) ##### Explore More [What platform provides analytics on video ad engagement rates?](https://www.g2.com/discussions/what-platform-provides-analytics-on-video-ad-engagement-rates)[Top-rated catalog management software for B2B sales](https://www.g2.com/discussions/top-rated-catalog-management-software-for-b2b-sales)[What's the best app for handling purchasing in a tech company](https://www.g2.com/discussions/what-s-the-best-app-for-handling-purchasing-in-a-tech-company) [What MFA tool supports biometric authentication methods?](https://www.g2.com/discussions/what-mfa-tool-supports-biometric-authentication-methods)[Which apparel business management and ERP vendors allow custom fields and configuration for brand-specific business workflows?](https://www.g2.com/discussions/which-apparel-business-management-and-erp-vendors-allow-custom-fields-and-configuration-for-brand-specific-business-workflows)[Which insurance suites integrate well with existing systems while providing strong out-of-box functionality for carriers?](https://www.g2.com/discussions/which-insurance-suites-integrate-well-with-existing-systems-while-providing-strong-out-of-box-functionality-for-carriers) [Show MoreShow Less](javascript:void(0);)