SmartOffice Pricing Overview

edit

Free Trial

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

Pricing to Fit Your Growing Practice

SmartOffice has 3 pricing editions, from $70 to $275. A free trial of SmartOffice is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

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

Download complete pricing listDownload now

Top-Rated Alternatives

View All Alternatives

SmartOffice Alternatives Pricing

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

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 Show More
Maximizer Base Edition	$65.003 User Per Year	Advanced Contact Management Lead & Opportunity Handling Task Management Microsoft Outlook Integration 100% In-House Support *Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More

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

Redtail Technology