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SmartOffice
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enhancing sales via smart reports & marketing.
Table of Contents
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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
Last updated: March 2026
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.
SmartOffice’s user interface
SmartOffice reviews
Overall rating
3.7
/5
17
Positive reviews
44
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.44/10
5
4
3
2
1
6
5
2
3
1
Who uses SmartOffice?
Based on 17 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
SmartOffice's key features
Most critical features, based on insights from SmartOffice users:
All SmartOffice features
Features rating:
SmartOffice alternatives
SmartOffice
Starting from
70
Per month
EngageBay CRM
Starting from
14.99
/user
Per month
Freshsales
Starting from
11
/user
Per month
Salesforce Sales Cloud
Starting from
25
/user
Per month
SmartOffice pricing
Pricing plans
Pricing details:
User opinions about SmartOffice price and value
Value for money rating:
SmartOffice integrations (6)
Integrations rated by users
We looked at 17 user reviews to identify which products are mentioned as SmartOffice integrations and how users feel about them.
Integration rating: 4.0 (1)
Other top integrations
SmartOffice support options
Typical customers
Platforms supported
Support options
Training options
SmartOffice FAQs
Q. Does SmartOffice support mobile devices?
SmartOffice supports the following devices:
Android, iPhone, iPad
Q. What level of support does SmartOffice offer?
SmartOffice offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base