SmartOffice Reviews

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.

We have the hosted version so there are sometimes interruptions when the system goes down on Ebix's end.

Many of our paper files have been eliminated with use of SmartOffice. One of the main benefits is the fact that the data is readily available at our fingertips from any location.

I love how SmartOffice is very easy to use and uncomplicated, and it does a great job supporting my company's CRM initiatives

There is nothing that I currently dislike about the product.

None,

I solved many issues, such as doing business faster and more securely while maintaining strong client relationships and driving sales.

Integration with proprietary software makes it easier when opening a new account.

Too many options that are not needed at all times.

Customer info seamlessly populates into our new account software.

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

as detailed and open as this software is, it can be overwhelming at first. The amount of options and date you have can be a lot if you don't know what you're doing. The customization can make things difficult at times

We are using it at a firm level for staff and our advisors.

.This software helps in assigning tasks, managing calendars

No dislike so far as this software is really useful and convenient

Smartsheet software is highly recommended to any organization

Tracking project progress, managing calendars and

We love smart office. Keeps us organized and on the same page.

Smart office doesn’t link to all of our other software that our company uses but that’s okay.

With multiple people on our team, we are able to all stay on the same page with this cloud based software.

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

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.

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.

Where do

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

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

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.

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

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

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

Buy it. You'll love it.

Organizational.

Smart office makes it easy to manage our financial contacts

Sometimes it takes a while to reach technical support.

Very easy to implement.

Financial contacts and policy case management.