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SmartOffice

★★★★☆ 3.6 (500 reviews)
Cloud Based
Subscription Custom pricing

Overview

A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Key Features

  • Client management
  • Policy tracking
  • Activity management
  • Reporting
  • Document management
  • Workflow
  • Mobile access
  • Commission tracking

Pros

  • Insurance industry focused
  • Policy tracking
  • Good for financial services
  • Established product

Cons

  • Very dated interface
  • Slow to modernize
  • Complex navigation
  • Limited support options

SmartOffice Pricing Plans

Enterprise

Custom

  • ✓ client management
  • ✓ policy tracking
  • ✓ commission tracking
  • ✓ document management
  • ✓ reporting

Company Info

Founded1990
HeadquartersMarkham, Canada

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