# SmartOffice Reviews **Vendor:** Zinnia **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 3.7/5.0 **Total Reviews:** 28 ## About SmartOffice Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades. ## SmartOffice Reviews ### 1. Great product for CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Tripp B. | Director of Communications and Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2022 **What do you like best about SmartOffice?** SmartOffice does a great job of keeping all of my detailed customer information in one convenient location. It works well with Microsoft Office, especially Outlook. **What do you dislike about SmartOffice?** We have the hosted version so there are sometimes interruptions when the system goes down on Ebix's end. **What problems is SmartOffice solving and how is that benefiting you?** Many of our paper files have been eliminated with use of SmartOffice. One of the main benefits is the fact that the data is readily available at our fingertips from any location. ### 2. I Love SmartOffice! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about SmartOffice?** I love how SmartOffice is very easy to use and uncomplicated, and it does a great job supporting my company's CRM initiatives **What do you dislike about SmartOffice?** There is nothing that I currently dislike about the product. **Recommendations to others considering SmartOffice:** None, **What problems is SmartOffice solving and how is that benefiting you?** I solved many issues, such as doing business faster and more securely while maintaining strong client relationships and driving sales. ### 3. Smart Office Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **What do you like best about SmartOffice?** The most helpful part of smart office is the day to day management and being able to work on projects with other team members. **What do you dislike about SmartOffice?** The display and general features don't seem to have been updated much in recent years. **What problems is SmartOffice solving and how is that benefiting you?** We use this as our CRM for our agency and it's been helpful tool in servicing clients and storing unlimited data. ### 4. SmartOffice Review **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher C. | Financial Advisor, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2020 **What do you like best about SmartOffice?** Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using redtail and SmartOffice has been great for our advisors and staff **What do you dislike about SmartOffice?** as detailed and open as this software is, it can be overwhelming at first. The amount of options and date you have can be a lot if you don't know what you're doing. The customization can make things difficult at times **What problems is SmartOffice solving and how is that benefiting you?** We are using it at a firm level for staff and our advisors. We are tracking key sales details with our advisors to help them better target prospects and using it for our staff to tracking commissions and recruiting ### 5. SmartOffice review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2021 **What do you like best about SmartOffice?** Integration with proprietary software makes it easier when opening a new account. **What do you dislike about SmartOffice?** Too many options that are not needed at all times. **What problems is SmartOffice solving and how is that benefiting you?** Customer info seamlessly populates into our new account software. ### 6. Smartsheet office **Rating:** 4.5/5.0 stars **Reviewed by:** Teresa K. | Sales Representative, Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about SmartOffice?** This software helps in assigning tasks, managing calendars **What do you dislike about SmartOffice?** No dislike so far as this software is really useful and convenient **Recommendations to others considering SmartOffice:** Smartsheet software is highly recommended to any organization **What problems is SmartOffice solving and how is that benefiting you?** Tracking project progress, managing calendars and Sharing documents ### 7. An honest review of Smart Office **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2019 **What do you like best about SmartOffice?** I like the client information and customization capabilities. You can enter in a lot of notes too, which helps for keeping tracking of clients and other items. **What do you dislike about SmartOffice?** I dislike how unorganized the software is. Also, for our specific industry and type of business we do, we don't need all of the tools SmartOffice gives us. **What problems is SmartOffice solving and how is that benefiting you?** We are solving two problems. One is keeping track of clients and their personal information. The other is to track policies we have sold. ### 8. Muy simple de usar **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2019 **What do you like best about SmartOffice?** Very complete and simple application that fulfills the most necessary things **What do you dislike about SmartOffice?** The desk can be a bit more intuitive **What problems is SmartOffice solving and how is that benefiting you?** Increase the performance of commercial management results ### 9. I good CRM for businesss **Rating:** 3.0/5.0 stars **Reviewed by:** Steve H. | Owner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2019 **What do you like best about SmartOffice?** It integrates well with several other systems that we use. **What do you dislike about SmartOffice?** It can be a little non-user friendly as some of the functionality is difficult to navigate. **Recommendations to others considering SmartOffice:** It is a good CRM but can be a bit non-user friendly when running certain types of reports. It integrates well with Microsoft Office among other software packages that we use. **What problems is SmartOffice solving and how is that benefiting you?** I use this to track client activity as well as store data. ### 10. Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2019 **What do you like best about SmartOffice?** We love smart office. Keeps us organized and on the same page. **What do you dislike about SmartOffice?** Smart office doesn’t link to all of our other software that our company uses but that’s okay. **What problems is SmartOffice solving and how is that benefiting you?** With multiple people on our team, we are able to all stay on the same page with this cloud based software. ### 11. An effective software that lets you stay connected **Rating:** 2.5/5.0 stars **Reviewed by:** Albin A. | Associate Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about SmartOffice?** I like the integration of client information and the way you easily can upload emails to the platform **What do you dislike about SmartOffice?** Some tasks needs to be done multiple times. There's room for efficiency improvement that would minimize the number of tasks **Recommendations to others considering SmartOffice:** Make the platform more updated by using features that will integrate information in a more efficient way. **What problems is SmartOffice solving and how is that benefiting you?** You're solving the problem of comprising client information. With SmartOffice, you have easy access to information at one place ### 12. The All In One tool for organized client information **Rating:** 4.5/5.0 stars **Reviewed by:** James S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2018 **What do you like best about SmartOffice?** I like how I can search, organize, and schedule client information, appointments, data, and notes for future use. Anything client-based that I need to keep track of or reference back to, this is the tool to use! The things I like about this tool outweigh the thing I dislike **What do you dislike about SmartOffice?** I dislike how huge the program is, very easy to get lost if you keep exploring- takes time! I dislike how you sometimes have to click through 3-5 pages in order to go forward or back throughout the tool. For example, If you are adding an 'opportunity' from a prospect meeting and you want to go back and enter some other important data before proceeding, you will have to redo the 'opportunity' page as a result of going backwards in the tool. The things I dislike in SmartOffice do not come close to outweighing the things I do like. **Recommendations to others considering SmartOffice:** I recommend spending some time on this. In my office we had several agents who were experts on SmartOffice and were able to help train us on the important tools it has to offer. I believe this tool is for anyone in financial services who need to rely on a safe, efficient, and manageable tool for all their data between clients, prospects, etc etc. **What problems is SmartOffice solving and how is that benefiting you?** Where do I store all my client information? Where do I keep my notes from client meetings? Where can I safely store information? In our business we have 10+ meetings per week and it becomes difficult to keep track of this information, this is the answer!! ### 13. Good CRM, but can be difficult to fully integrate with other programs. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about SmartOffice?** The thing that I like best about Smart Office is that it has very robust reporting capabilities, and you can add any custom fields that you want. There are a number of ready made reports that can be run, but you can customize them as much as you want, including adding any field that you want (already included or custom made). With integrations with the office suite you can also create analytical reports using Excel, which can be great if you want to create something in excel first, and then upload or download from Smart Office. **What do you dislike about SmartOffice?** There is a lot of ways you can mess things up in this program, or maybe more accurately, it is sometimes difficult to know how to do something, and if you do it wrong, you may not know exactly what you did wrong. There are training materials, including manuals and videos, but things aren't very intuitive. **Recommendations to others considering SmartOffice:** For those that have experience with CRM's and manipulating client data and reports, this program is very versatile and useful. However, for the common user, it may seem daunting to try and figure things out, and they may not find the information quite as useful. **What problems is SmartOffice solving and how is that benefiting you?** Customer information aggregation is critical in our line of work, both for existing clients, and potential clients, and Smart Office helps to aggregate that info into a usable format. We also use it to keep track of client meetings, which has been helpful. ### 14. Reliable, Great Resource, but Clunky and Not Intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about SmartOffice?** I've been using this software for years and there is finally a mobile version. This makes it easy to add and retrieve the data I need on my clients. **What do you dislike about SmartOffice?** Software is not intuitive. Mobile version is difficult to scroll through. **What problems is SmartOffice solving and how is that benefiting you?** Customer relationship management and tracking meetings are what I use it for. Benefits are quick access to long history of notes. ### 15. SmartOffice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about SmartOffice?** That the software can be integrated with Lazer App. This is used to pre-fill forms for clients. **What do you dislike about SmartOffice?** I dislike the mobile application, it is slow and can be hard to log in to. **Recommendations to others considering SmartOffice:** This product is great for keeping all your client's information. It integrates well with other programs such as Laser App to fill in forms using the already input data. **What problems is SmartOffice solving and how is that benefiting you?** I am solving the problem of taking a lot of time to fill in client paperwork. It benefits by making time more efficient. ### 16. Smart Office - made for the Microsoft suite **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about SmartOffice?** If you're an outlook user, this is a great way to track clients via integration with your account. **What do you dislike about SmartOffice?** When using it as a CRM it does a great job at storing correspondence via emails. The hard part for a salesperson is the notes feature. Having chronologically stored notes can be a big thing for some industries rather than having a sheet in which you continually update them. **Recommendations to others considering SmartOffice:** I work in financial services, and while the company is doing great at what it currently does (notes, emails etc.), finding a CRM that's more geared towards my industry was something I wanted instead. **What problems is SmartOffice solving and how is that benefiting you?** Keeping track of client data, correspondence, and following up. ### 17. Good CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about SmartOffice?** Ability to see whole client picture, family, ages, income and most investment holdings. We have to input life insurance because our major carrier does not download info. **What do you dislike about SmartOffice?** Works ideally with a PC vs. Mac. Life insurance policies had to be input manually. **Recommendations to others considering SmartOffice:** Make sure most products integrate with this, to include life insurance. **What problems is SmartOffice solving and how is that benefiting you?** Much better on suspensing future contacts and reviews and getting out correspondense is a breeze. ### 18. Was an OK program **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2017 **What do you like best about SmartOffice?** I liked that I was able to keep all my client information in one place. It had plenty of things to use to be able to customize tracking. **What do you dislike about SmartOffice?** It wasn't as easy to learn as some other programs I have used. I found that sometimes it took a lot longer to open the program then it should have. **Recommendations to others considering SmartOffice:** Take your time learning all the features **What problems is SmartOffice solving and how is that benefiting you?** I was using it to help keep track of all our clients ### 19. Smart Office - A great financial CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about SmartOffice?** Smart office makes it easy to manage our financial contacts **What do you dislike about SmartOffice?** Sometimes it takes a while to reach technical support. **Recommendations to others considering SmartOffice:** Very easy to implement. **What problems is SmartOffice solving and how is that benefiting you?** Financial contacts and policy case management. ### 20. SmartOffice SME **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about SmartOffice?** Easy to use CRM system. Great tool for housing information. **What do you dislike about SmartOffice?** The overall look. It has an archaic look and not very streamlined **Recommendations to others considering SmartOffice:** Great tool and easy to use **What problems is SmartOffice solving and how is that benefiting you?** Integration of all of the information. It is a good tool to link all necessary information. ### 21. Extremely compatible, great ease of access **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2017 **What do you like best about SmartOffice?** integration and ease of access between multiple users **What do you dislike about SmartOffice?** many features that are underutilized and possibly not enough educational materials instructing how to use these features **Recommendations to others considering SmartOffice:** Absolutely beneficial if work in team where multiple members may contact a single client- consolidation of call history, client information, client accounts, goals & recent news **What problems is SmartOffice solving and how is that benefiting you?** integration of client information with multiple users; note history of contacts, etc. ### 22. Smart office fan **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about SmartOffice?** Easy to use. Short learning curb to get up and running. **What do you dislike about SmartOffice?** Could be more intuitive. Sometimes get stuck and have to consult help. **Recommendations to others considering SmartOffice:** Buy it. You'll love it. **What problems is SmartOffice solving and how is that benefiting you?** Organizational. ### 23. insurance based CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2017 **What do you like best about SmartOffice?** the CRM has the functionality for maintaining all aspects of a brokerage general agency. It maintains our data base of agents, customers, cases, along with the analytics we need to run a efficient operation. **What do you dislike about SmartOffice?** integration with insurance carriers could be better. there could be a more elaborate learning tutorial system. **Recommendations to others considering SmartOffice:** good overall insurance focused software platform **What problems is SmartOffice solving and how is that benefiting you?** my case management tracking and administration, compensation solutions, database mining ### 24. Good for small business with basic client monitoring **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2017 **What do you like best about SmartOffice?** This is a good database for client information . **What do you dislike about SmartOffice?** It is difficult to run reports for what should be quite simple things like clients residing in the same state. **What problems is SmartOffice solving and how is that benefiting you?** completing and following client requests/projects. tracking the office's progress. ### 25. Works pretty well **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2017 **What do you like best about SmartOffice?** Everyday use is fairly good, however their Microsoft plugin can cause some issues sometimes when Microsoft updates their software. **What do you dislike about SmartOffice?** Plugin issues, customer services isn't all that helpful **What problems is SmartOffice solving and how is that benefiting you?** It has allowed us to effectively and easily track our caseload, and in turn catch any mistakes or followups we need to act on. ### 26. Smartoffice review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2016 **What do you like best about SmartOffice?** Lots of subcategories for clients and prospects. **What do you dislike about SmartOffice?** Does not have a very friendly user interface and is not naturally intuitive such as red tail. **What problems is SmartOffice solving and how is that benefiting you?** We are trying to become more automated with our practice ### 27. SmartOffice Review **Rating:** 2.0/5.0 stars **Reviewed by:** Robert W. | Technical Business Analyst, Wholesale, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2016 **What do you like best about SmartOffice?** All commission related information for Agents is available at your fingertips. The system runs smoothly, and rarely provides any errors. **What do you dislike about SmartOffice?** The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for. **Recommendations to others considering SmartOffice:** I don't know of another solution that comes close to the amount of features offered by SmartOffice. **What problems is SmartOffice solving and how is that benefiting you?** Agent commissions and licensing. ### 28. SmartOffice review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2016 **What do you like best about SmartOffice?** All informacion can be located at the same place. You only need n identification number to pull out all the information you need. **What do you dislike about SmartOffice?** Internet Explorer is the only place where you can get the whole information at once. **Recommendations to others considering SmartOffice:** Remember how to navifate trough Internet Explorer. It is the only way to use get the full service from SmartOffice **What problems is SmartOffice solving and how is that benefiting you?** Financial Services adding information from different clients. - [View SmartOffice pricing details and edition comparison](https://www.g2.com/products/smartoffice/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+05%3A56%3A00+-0500&secure%5Bsession_id%5D=23a75f9f-b6e8-4ee5-9b54-986cf2c16db8&secure%5Btoken%5D=12575de7a5de7074dde9c2ba0f9bd2871daffd41370a0a486bf10eed1c20a96f&format=llm_user) ## SmartOffice Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Email Integration - Task Management **Content** - Automation **Insurance Documentation** - Claims Management - Policy Management - Electronic Signatures **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Knowledge Base **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top SmartOffice Alternatives - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews)