SmartOffice vs. Applied TAM
A side-by-side comparison based on G2 review data.
| Metric | SmartOffice | Applied TAM |
|---|---|---|
| Overall rating | 3.7 | 3.4 |
| Review count | 28 | 56 |
| Ease of use | 7.9 | 7.5 |
| Ease of setup | 8.1 | 7.6 |
| Quality of support | 7.8 | 7.5 |
| Meets requirements | 8.4 | 7.8 |
| NPS | 7.692308 | -8.928571 |
| Small Business | 64.3% | 73.2% |
| Mid-Market | 28.6% | 25.0% |
| Enterprise | 7.1% | 1.8% |
| Total page views | 223 | 48 |
| Total LLM citations | 467 | 74 |
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.
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.
- Data Management
- Features