G2 Vendor Directory

Applied TAM vs. SmartOffice

A side-by-side comparison based on G2 review data.

MetricApplied TAM

by Applied Systems

SmartOffice

by Zinnia

Overall rating3.43.7
Review count5628
Ease of use7.57.9
Ease of setup7.68.1
Quality of support7.57.8
Meets requirements7.88.4
NPS-8.9285717.692308
Small Business73.2%64.3%
Mid-Market25.0%28.6%
Enterprise1.8%7.1%
Total page views48223
Total LLM citations74467

Applied TAM

As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.

Pros

  • Data Management
  • Features

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.

Pros