SmartOffice Pricing Overview

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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

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

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

Download complete pricing listDownload now

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SmartOffice Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Product	Price	Features
Redtail Technology Enterprise	Contact Us	Customizable plans with endless options available! Minimum license commitment is required. Customize Your Plan
Wealthbox CRM 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
Salesforce Financial Services Cloud 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

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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

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