G2 Vendor Directory

SmartOffice

by Zinnia

28

Reviews

3.7

Star rating

#26

Rank in Insurance Agency Management Systems

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for SmartOffice.

      Page views and citations · SmartOffice

      Source: G2 review data

      Winning from

      Based on reviewers who said they switched from another product.

      1

      Salesforce Sales Cloud

      2 switched
      2

      Salesforce Service Cloud

      1 switched

      Losing to

      Based on reviewers of other products who said they switched from SmartOffice.

      1

      greytHR

      2 switched
      2

      Thryv

      1 switched
      3

      AgencySmart

      1 switched
      4

      Wealthbox CRM

      1 switched

      Key stats

      —

      8

      Small Business

      2

      Adoption by company size

      SegmentShare of reviews
      Small Business64.3%
      Mid-Market28.6%
      Enterprise7.1%

      Quarterly history

      QuarterReviewsStar rating

      Satisfaction ratings

      Ease of Use7.9
      Ease of Setup8.1
      Quality of Support7.8
      Meets Requirements8.4

      What reviewers say

      Great product for CRM

      4.5

      “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.”

      Director of Communications and Technology

      SmartOffice Review

      5.0

      “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”

      Financial Advisor

      An effective software that lets you stay connected

      2.5

      “I like the integration of client information and the way you easily can upload emails to the platform”

      Associate Financial Advisor