# Top 10 SmartOffice Alternatives & Competitors (28)3.7 out of 5 Reviewers exploring SmartOffice often also consider these top-rated options in the same software category. Financial Services CRM Software is used by teams seeking popular, quick platforms with features like mobility, automation, and forecasting, according to G2 reviews. When comparing SmartOffice with other tools, reviewers most often evaluate features and integration as key differentiators. The best overall alternative to SmartOffice is [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews), rated ~4.3 stars on G2 from 265+ reviewers. It is frequently praised for helpful and customer support. Other well-known alternatives to SmartOffice are: - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) – known for scalability and ease of use (G2 star rating ~4.6) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) – highly rated for efficiency and data management (G2 star rating ~4.4) - [AMS360](https://www.g2.com/products/ams360/reviews) – offers customer support and easy access (G2 star rating ~4.3) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) – best suited for teams that need organization and simple (G2 star rating ~4.4) Browse top options below. Based on G2 review data, SmartOffice is most commonly used in industries like [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems), [CRM Software](https://www.g2.com/categories/crm). Compare user ratings by vertical to find the best fit. [Get Price](/products/smartoffice/software_advice_form_fill/new) ## Top 10 Alternatives to SmartOffice Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how SmartOffice stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Insurance, and Banking, and find the best product for your business. [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") ](https://www.g2.com/products/redtail-technology/reviews) [ Redtail Technology ](https://www.g2.com/products/redtail-technology/reviews) By [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) [ 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews#reviews) Product Description Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. 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 ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") ](https://www.g2.com/products/wealthbox-crm/reviews) [ Wealthbox CRM ](https://www.g2.com/products/wealthbox-crm/reviews) By [Wealthbox](https://www.g2.com/sellers/wealthbox) [ 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews#reviews) Product Description CRM for Financial Advisors 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 ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") ](https://www.g2.com/products/applied-epic/reviews) [ Applied Epic ](https://www.g2.com/products/applied-epic/reviews) By [Applied Systems](https://www.g2.com/sellers/applied-systems) [ 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews#reviews) Product Description Applied Epic enables agencies to manage their property and casualty and benefits business in a single application. 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 ](/categories/insurance-agency-management-systems) [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") ](https://www.g2.com/products/ams360/reviews) [ AMS360 ](https://www.g2.com/products/ams360/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 4.3/5(968) ](https://www.g2.com/products/ams360/reviews#reviews) Product Description AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects. Reviewers say compared to SmartOffice, AMS360 is: More expensive Better at support More usable Categories in common with SmartOffice: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/28fcd9298e3f9c43931987e932243b3c/qqcatalyst%282%29.png "Product Avatar Image") ](https://www.g2.com/products/qqcatalyst/reviews) [ QQCatalyst ](https://www.g2.com/products/qqcatalyst/reviews) By [Vertafore](https://www.g2.com/sellers/vertafore) [ 4.4/5(671) ](https://www.g2.com/products/qqcatalyst/reviews#reviews) Product Description QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. Reviewers say compared to SmartOffice, QQCatalyst is: More usable Better at support Easier to set up Categories in common with SmartOffice: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ Agentforce Financial Services (formerly Salesforce Financial Services Cloud) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) By [Salesforce](https://www.g2.com/sellers/salesforce) [ 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews#reviews) 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. 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 ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "Product Avatar Image") ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ EZLynx ](https://www.g2.com/products/ezlynx-ezlynx/reviews) By [EZLynx](https://www.g2.com/sellers/ezlynx) [ 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews#reviews) 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. Reviewers say compared to SmartOffice, EZLynx is: More usable Better at support Easier to set up Categories in common with SmartOffice: [ Insurance Agency Management ](/categories/insurance-agency-management-systems) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png "Product Avatar Image") ](https://www.g2.com/products/maximizer/reviews) [ Maximizer ](https://www.g2.com/products/maximizer/reviews) By [Maximizer Software](https://www.g2.com/sellers/maximizer-software) [ 4/5(672) ](https://www.g2.com/products/maximizer/reviews#reviews) Product Description The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Reviewers say compared to SmartOffice, Maximizer is: Better at support More expensive More usable Categories in common with SmartOffice: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/114a1c437be72da488928c8ec18c96e6/capsule-crm.png "Product Avatar Image") ](https://www.g2.com/products/capsule-crm/reviews) [ Capsule CRM ](https://www.g2.com/products/capsule-crm/reviews) By [Capsule](https://www.g2.com/sellers/capsule-e141d0ba-26b3-4a7a-ae6c-2531a3dc3de4) [ 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews#reviews) Product Description Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Reviewers say compared to SmartOffice, Capsule CRM is: Better at support More usable Easier to do business with Categories in common with SmartOffice: [ Financial Services CRM ](/categories/financial-services-crm) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/91c1b379a1024b27fd27990c9946f39b/jenesis.png "Product Avatar Image") ](https://www.g2.com/products/jenesis/reviews) [ Jenesis ](https://www.g2.com/products/jenesis/reviews) By [Jenesis](https://www.g2.com/sellers/jenesis) [ 4.7/5(155) ](https://www.g2.com/products/jenesis/reviews#reviews) Product Description Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry. 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 ](/categories/insurance-agency-management-systems) ### Explore Articles [ Affordable QMS software for startups ](https://www.g2.com/discussions/affordable-qms-software-for-startups-which-tools-actually-deliver) [ What employee recognition software is worth adopting for a company where the program needs to show measurable business value within the first quarter? ](https://www.g2.com/discussions/what-employee-recognition-software-is-worth-adopting-for-a-company-where-the-program-needs-to-show-measurable-business-value-within-the-first-quarter) [ What productivity bot platforms offer the most predictable pricing as automation task volume scales so a growing company is not suddenly hit with a huge bill? ](https://www.g2.com/discussions/what-productivity-bot-platforms-offer-the-most-predictable-pricing-as-automation-task-volume-scales-so-a-growing-company-is-not-suddenly-hit-with-a-huge-bill) [ Which digital advertising intelligence platforms help a marketing team make faster data-driven decisions and identify wasted spend before the monthly budget review rather than after? ](https://www.g2.com/discussions/which-digital-advertising-intelligence-platforms-help-a-marketing-team-make-faster-data-driven-decisions-and-identify-wasted-spend-before-the-monthly-budget-review-rather-than-after) [ Is Kaleido worth it as a Blockchain as a Service platform for a team building a multi-chain application, or does Amazon Managed Blockchain cover enough for a production deployment without the added complexity? ](https://www.g2.com/discussions/is-kaleido-worth-it-as-a-blockchain-as-a-service-platform-for-a-team-building-a-multi-chain-application-or-does-amazon-managed-blockchain-cover-enough-for-a-production-deployment-without-the-added-complexity) [ Which autonomous endpoint management platforms work well in a mixed Mac and Windows environment where consistent patching across both OS types is non-negotiable? ](https://www.g2.com/discussions/which-autonomous-endpoint-management-platforms-work-well-in-a-mixed-mac-and-windows-environment-where-consistent-patching-across-both-os-types-is-non-negotiable) ### Spotlight Categories [ Cloud Content Collaboration Software ](https://www.g2.com/categories/cloud-content-collaboration) [ Project Management Software ](https://www.g2.com/categories/project-management) [ Communication Platform as a Service (cPaaS) Platforms ](https://www.g2.com/categories/communication-platform-as-a-service)