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SmartOffice

Enhancing sales via smart reports & marketing.

Table of Contents

Is this product right for your business?

Find out with a

SmartOffice - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

SmartOffice overview

What is SmartOffice?

SmartOffice is a comprehensive agency practice management and enterprise customer relationship management (CRM) solution designed for the financial services industry. Trusted by many of the top 20 Fortune 500 life insurance companies, the software provides tools to strengthen client relationships, increase sales revenue, and make better business decisions.

The solution offers robust integration capabilities to connect with other business systems like WinFlex Web, VitalSales Suite, and Microsoft Outlook. This allows users to manage client data, policies, activities, and reporting in a centralized platform accessible on practically any device. Key features include client and activity tracking, proposal management, relationship monitoring, policy administration, marketing automation, customer service, compliance reporting, business intelligence, and more.

SmartOffice provides flexible deployment options with world-class security protocols. Organizations can choose to host the software on-premise or access it as an online, cloud-based solution. The system architecture utilizes open APIs and data movement tools to enable custom integrations, modifications, and scalability.

Business consulting services are also available from an experienced team of industry specialists. They can assess an organization's unique objectives and processes to determine the best approach for adopting SmartOffice and achieving maximum value. With over two decades of proven results across the insurance sector, SmartOffice solutions have become the trusted standard for agency management, practice management, and enterprise CRM.

Key benefits of using SmartOffice

Trusted CRM solution used by leading financial services companies for over 20 years to improve marketing, provide valuable reporting, and increase sales revenue

Integrates with popular software like WinFlex Web, VitalSales Suite, and Microsoft Outlook for expanded capabilities

Flexible hosting options including secure on-premises or cloud-based models to meet business needs

Open API allows easy integration with other systems to minimize costs

Experienced consultants available to ensure successful implementation aligned to unique business goals

Starting price

70flat rate /
per month

Alternatives

with better value for money

SmartOffice’s user interface

Ease of use rating:

3.7

(17)

SmartOffice reviews

Overall rating

3.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend6.5/10

Rating distribution

Pros

“The product was useful to me at that time. My practice needed greater capabilities with configuration, integration, and an intuitive platform to save time.”

Patrick C.

Financial Advisor

“The people who work there are very nice & helpful. It has a lot of fields particularly under the insurance side.”

Lisa G.

Database Manager

“I have been using this for longer than 10 years and it's a great tool that will make you look smart.”

PETER S.

FINANCIAL PLANNER

Cons

“They don't, they understand the software, that's it. The conversion process is outsourced to India so there is lag time as well as problem with understanding my comments.”

Lisa G.

Database Manager

“Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it.”

PETER S.

FINANCIAL PLANNER

“The data from our old system placed annuity Values into the Premium fields, the occupation was switched from husband to wife and visa versa. Policies were attached to the wrong person within a family.”

Lisa G.

Database Manager

Who uses SmartOffice?

Based on 17 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Insurance

Investment Management

Use cases

Financial CRM

CRM

Insurance CRM

Sales Tracking

SmartOffice's key features

Most critical features, based on insights from SmartOffice users:

Contact management

3.7

(7)

Lead management

2.7

(3)

Interaction tracking

3.8

(4)

Calendar/Reminder system

3.7

(3)

Document storage

3.3

(4)

Sales pipeline management

4.0

(1)

All SmartOffice features

Features rating:

3.6

(17)

Customer database

5.0

(1)

Reporting/Analytics

4.0

(1)

Email management

3.0

(4)

Segmentation

4.0

(1)

Activity tracking

5.0

(1)

Workflow management

4.0

(1)

Lead capture

(0)

Lead generation

(0)

Mobile access

(0)

Insurance management

(0)

Opportunity management

(0)

Pipeline management

(0)

Process/Workflow automation

(0)

Access controls/permissions

(0)

Quotes/Estimates

(0)

Referral tracking

(0)

Relationship Tracking

(0)

Reminders

(0)

Reporting & statistics

(0)

Sales activity management

(0)

Sales forecasting

(0)

Sales reports

(0)

Search/Filter

(0)

Task management

(0)

Task scheduling

(0)

Template management

(0)

Territory management

(0)

Third-Party integrations

(0)

Activity dashboard

(0)

Activity/News feed

(0)

Alerts/Notifications

(0)

API

(0)

Appointment scheduling

(0)

Calendar management

(0)

Calendar sync

(0)

Call logging

(0)

Campaign management

(0)

Client management

(0)

Commenting/Notes

(0)

Contact database

(0)

CRM

(0)

Customizable fields

(0)

Customizable reports

(0)

Customizable templates

(0)

Data import/export

(0)

Document management

(0)

Drag & drop

(0)

Email marketing

1.0

(1)

Email templates

(0)

For financial institutions

(0)

For insurance industry

(0)

Forecasting

(0)

SmartOffice alternatives

SmartOffice

3.7

(17)

Starting from

Per month

Free trial

Free version

Ease of Use

3.6

Features

3.6

Value for Money

3.7

Customer Support

3.9

Copper

4.4

(622)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.1

Value for Money

4.1

Customer Support

4.3

monday.com

4.6

(5.6K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

PandaDoc

4.5

(1.2K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.3

Customer Support

4.3

SmartOffice pricing

Value for money rating:

3.7

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Single User Package

Per month

Features included:

Contact Management
Insurance Policy Tracking
Investment Tracking
Group Insurance Tracking
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Document/File Storage
Calendar and Time Management
Mass Communication
Dynamic Reports and Dashboards
Letter/Email Template Administration
Agent Commission Tracking
Event Management
Sales/Workflow/Process Tracking
Industry Integrations

2-User Package

135

Per month

Features included:

Contact Management
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Insurance Policy Tracking
Group Insurance Tracking
Investment Tracking
Sales/Workflow/Process Tracking
Document/File Storage
Mass Communication
Dynamic Reports and Dashboards
Letter/Email Template Administration
Agent Commission Tracking
Calendar and Time Management
Industry Integrations
Event Management

5-User Package

275

Per month

Features included:

Contact Management
Microsoft Exchange Contact Email and Calendar Sync
Microsoft Office Integration (Word, Outlook, Excel)
Insurance Policy Tracking
Group Insurance Tracking
Investment Tracking
Document/File Storage
Calendar and Time Management
Mass Communication
Dynamic Reports and Dashboards
Agent Commission Tracking
Sales/Workflow/Process Tracking
Letter/Email Template Administration
Event Management
Industry Integrations

Agency Management Package

105

/user

Per month

Features included:

Advisor Management
Pending Case Management
Commission Accounting
Illustration Tracking
Carrier Downloads
Dynamic Reports and Dashboards
Mobile
Microsoft Office Integration (Word, Outlook, Excel)
Microsoft Exchange Contact Email and Calendar Sync

User opinions about SmartOffice price and value

Value for money rating:

3.7

(17)

To see what individual users think of SmartOffice's price and value, check out the review snippets below.

“The product was useful to me at that time. My practice needed greater capabilities with configuration, integration, and an intuitive platform to save time.”

Patrick C.

Financial Advisor

“The people who work there are very nice & helpful. It has a lot of fields particularly under the insurance side.”

Lisa G.

Database Manager