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SmartOffice

3.6
(17)

CRM system for Insurance and Financial Services

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SmartOffice Reviews

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Showing 17 SmartOffice reviews
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SmartOffice review by James S.
James S.
Validated Reviewer
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"The All In One tool for organized client information"

What do you like best?

I like how I can search, organize, and schedule client information, appointments, data, and notes for future use. Anything client-based that I need to keep track of or reference back to, this is the tool to use! The things I like about this tool outweigh the thing I dislike

What do you dislike?

I dislike how huge the program is, very easy to get lost if you keep exploring- takes time! I dislike how you sometimes have to click through 3-5 pages in order to go forward or back throughout the tool. For example, If you are adding an 'opportunity' from a prospect meeting and you want to go back and enter some other important data before proceeding, you will have to redo the 'opportunity' page as a result of going backwards in the tool. The things I dislike in SmartOffice do not come close to outweighing the things I do like.

Recommendations to others considering the product

I recommend spending some time on this. In my office we had several agents who were experts on SmartOffice and were able to help train us on the important tools it has to offer. I believe this tool is for anyone in financial services who need to rely on a safe, efficient, and manageable tool for all their data between clients, prospects, etc etc.

What business problems are you solving with the product? What benefits have you realized?

Where do I store all my client information? Where do I keep my notes from client meetings? Where can I safely store information? In our business we have 10+ meetings per week and it becomes difficult to keep track of this information, this is the answer!!

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SmartOffice review by Administrator in Banking
Administrator in Banking
Validated Reviewer
Verified Current User
Review Source

"Good CRM, but can be difficult to fully integrate with other programs."

What do you like best?

The thing that I like best about Smart Office is that it has very robust reporting capabilities, and you can add any custom fields that you want. There are a number of ready made reports that can be run, but you can customize them as much as you want, including adding any field that you want (already included or custom made). With integrations with the office suite you can also create analytical reports using Excel, which can be great if you want to create something in excel first, and then upload or download from Smart Office.

What do you dislike?

There is a lot of ways you can mess things up in this program, or maybe more accurately, it is sometimes difficult to know how to do something, and if you do it wrong, you may not know exactly what you did wrong. There are training materials, including manuals and videos, but things aren't very intuitive.

Recommendations to others considering the product

For those that have experience with CRM's and manipulating client data and reports, this program is very versatile and useful. However, for the common user, it may seem daunting to try and figure things out, and they may not find the information quite as useful.

What business problems are you solving with the product? What benefits have you realized?

Customer information aggregation is critical in our line of work, both for existing clients, and potential clients, and Smart Office helps to aggregate that info into a usable format. We also use it to keep track of client meetings, which has been helpful.

What Insurance Agency Management solution do you use?

Thanks for letting us know!
SmartOffice review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Smart Office - made for the Microsoft suite"

What do you like best?

If you're an outlook user, this is a great way to track clients via integration with your account.

What do you dislike?

When using it as a CRM it does a great job at storing correspondence via emails. The hard part for a salesperson is the notes feature. Having chronologically stored notes can be a big thing for some industries rather than having a sheet in which you continually update them.

Recommendations to others considering the product

I work in financial services, and while the company is doing great at what it currently does (notes, emails etc.), finding a CRM that's more geared towards my industry was something I wanted instead.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of client data, correspondence, and following up.

SmartOffice review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Good CRM"

What do you like best?

Ability to see whole client picture, family, ages, income and most investment holdings. We have to input life insurance because our major carrier does not download info.

What do you dislike?

Works ideally with a PC vs. Mac. Life insurance policies had to be input manually.

Recommendations to others considering the product

Make sure most products integrate with this, to include life insurance.

What business problems are you solving with the product? What benefits have you realized?

Much better on suspensing future contacts and reviews and getting out correspondense is a breeze.

SmartOffice review by User in Investment Management
User in Investment Management
Validated Reviewer
Verified Current User
Review Source

"Reliable, Great Resource, but Clunky and Not Intuitive"

What do you like best?

I've been using this software for years and there is finally a mobile version. This makes it easy to add and retrieve the data I need on my clients.

What do you dislike?

Software is not intuitive. Mobile version is difficult to scroll through.

What business problems are you solving with the product? What benefits have you realized?

Customer relationship management and tracking meetings are what I use it for. Benefits are quick access to long history of notes.

SmartOffice review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"SmartOffice"

What do you like best?

That the software can be integrated with Lazer App. This is used to pre-fill forms for clients.

What do you dislike?

I dislike the mobile application, it is slow and can be hard to log in to.

Recommendations to others considering the product

This product is great for keeping all your client's information. It integrates well with other programs such as Laser App to fill in forms using the already input data.

What business problems are you solving with the product? What benefits have you realized?

I am solving the problem of taking a lot of time to fill in client paperwork. It benefits by making time more efficient.

SmartOffice review by Robert W.
Robert W.
Validated Reviewer
Review Source

"SmartOffice Review"

What do you like best?

All commission related information for Agents is available at your fingertips. The system runs smoothly, and rarely provides any errors.

What do you dislike?

The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.

Recommendations to others considering the product

I don't know of another solution that comes close to the amount of features offered by SmartOffice.

What business problems are you solving with the product? What benefits have you realized?

Agent commissions and licensing.

SmartOffice review by User in Banking
User in Banking
Validated Reviewer
Review Source

"Was an OK program"

What do you like best?

I liked that I was able to keep all my client information in one place. It had plenty of things to use to be able to customize tracking.

What do you dislike?

It wasn't as easy to learn as some other programs I have used. I found that sometimes it took a lot longer to open the program then it should have.

Recommendations to others considering the product

Take your time learning all the features

What business problems are you solving with the product? What benefits have you realized?

I was using it to help keep track of all our clients

SmartOffice review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Verified Current User
Review Source

"Smart Office - A great financial CRM "

What do you like best?

Smart office makes it easy to manage our financial contacts

What do you dislike?

Sometimes it takes a while to reach technical support.

Recommendations to others considering the product

Very easy to implement.

What business problems are you solving with the product? What benefits have you realized?

Financial contacts and policy case management.

SmartOffice review by User in Insurance
User in Insurance
Validated Reviewer
Review Source

"insurance based CRM"

What do you like best?

the CRM has the functionality for maintaining all aspects of a brokerage general agency. It maintains our data base of agents, customers, cases, along with the analytics we need to run a efficient operation.

What do you dislike?

integration with insurance carriers could be better. there could be a more elaborate learning tutorial system.

Recommendations to others considering the product

good overall insurance focused software platform

What business problems are you solving with the product? What benefits have you realized?

my case management tracking and administration, compensation solutions, database mining

SmartOffice review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Review Source

"Extremely compatible, great ease of access"

What do you like best?

integration and ease of access between multiple users

What do you dislike?

many features that are underutilized and possibly not enough educational materials instructing how to use these features

Recommendations to others considering the product

Absolutely beneficial if work in team where multiple members may contact a single client- consolidation of call history, client information, client accounts, goals & recent news

What business problems are you solving with the product? What benefits have you realized?

integration of client information with multiple users; note history of contacts, etc.

SmartOffice review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Smartoffice review"

What do you like best?

Lots of subcategories for clients and prospects.

What do you dislike?

Does not have a very friendly user interface and is not naturally intuitive such as red tail.

What business problems are you solving with the product? What benefits have you realized?

We are trying to become more automated with our practice

SmartOffice review by Administrator in Research
Administrator in Research
Validated Reviewer
Review Source

"SmartOffice review "

What do you like best?

All informacion can be located at the same place. You only need n identification number to pull out all the information you need.

What do you dislike?

Internet Explorer is the only place where you can get the whole information at once.

Recommendations to others considering the product

Remember how to navifate trough Internet Explorer. It is the only way to use get the full service from SmartOffice

What business problems are you solving with the product? What benefits have you realized?

Financial Services adding information from different clients.

SmartOffice review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Review Source

"SmartOffice SME"

What do you like best?

Easy to use CRM system. Great tool for housing information.

What do you dislike?

The overall look. It has an archaic look and not very streamlined

Recommendations to others considering the product

Great tool and easy to use

What business problems are you solving with the product? What benefits have you realized?

Integration of all of the information. It is a good tool to link all necessary information.

SmartOffice review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Review Source

"Works pretty well"

What do you like best?

Everyday use is fairly good, however their Microsoft plugin can cause some issues sometimes when Microsoft updates their software.

What do you dislike?

Plugin issues, customer services isn't all that helpful

What business problems are you solving with the product? What benefits have you realized?

It has allowed us to effectively and easily track our caseload, and in turn catch any mistakes or followups we need to act on.

SmartOffice review by User in Investment Management
User in Investment Management
Validated Reviewer
Verified Current User
Review Source

"Good for small business with basic client monitoring"

What do you like best?

This is a good database for client information .

What do you dislike?

It is difficult to run reports for what should be quite simple things like clients residing in the same state.

What business problems are you solving with the product? What benefits have you realized?

completing and following client requests/projects. tracking the office's progress.

SmartOffice review by Consultant in Media Production
Consultant in Media Production
Validated Reviewer
Review Source

"Smart office fan "

What do you like best?

Easy to use. Short learning curb to get up and running.

What do you dislike?

Could be more intuitive. Sometimes get stuck and have to consult help.

Recommendations to others considering the product

Buy it. You'll love it.

What business problems are you solving with the product? What benefits have you realized?

Organizational.

Kate from G2 Crowd

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