Smartoffice CRM Reviews

Pros

Having all of my detailed customer information stored in one place has been really convenient. It also integrates very well with Microsoft Office especially Outlook which makes day-to-day work much more efficient.

Cons

Since we use the hosted version, there are occasional interruptions whenever the system goes down on Ebix's side.

Pros

Using it has been really simple and uncomplicated and it supports my company's CRM efforts very well.

Cons

At this point there isn't anything I dislike about the product.

Pros

One of the most useful things about it is how well it handles day-to-day management and it also makes collaborating on projects with other team members really convenient.

Cons

The interface and overall feature set feel like they haven't been refreshed much over the past few years.

Pros

Having it connect with proprietary software makes opening a new account much more convenient.

Cons

There are a lot of options available and many of them aren't really needed all the time.

Pros

Switching to this tool gave us a much more detailed CRM system and it has helped us capture more data and drive more sales than ever. We had been using Redtail before and SmartOffice has been a real benefit for both our advisors and staff.

Cons

Because the software is so detailed and flexible, it can feel overwhelming in the beginning. There are a lot of options and a huge amount of data to work with so it can be a lot to take in if you are not familiar with it. The level of customization is useful but it can also make things complicated at times.

Pros

A very complete and simple application that covers all the most essential needs.

Cons

The dashboard could be a little more user-friendly.

Pros

Keeping tasks assigned and calendars organized is much easier with this software.

Cons

I haven't run into any issues yet since it's been very useful and convenient to work with.

Pros

Something that works well is the client information section along with the customization options. It also lets you add plenty of notes which is useful for keeping track of clients and other important details.

Cons

The software feels pretty disorganized overall. On top of that, for our particular industry and the kind of work we do, a lot of the tools it includes just aren't necessary.

Pros

It has been a really solid tool for us. It keeps everything organized and helps everyone stay on the same page.

Cons

It doesn't connect with every other software platform our company uses but it hasn't been a major issue for us.

Pros

I appreciate how nicely it connects with several of the other systems we already use.

Cons

On the downside it isn't always very user-friendly and some parts of the functionality are a bit hard to find and navigate.

Pros

Having client information integrated in one place is really helpful and being able to upload emails to the platform without much hassle adds a lot of convenience.

Cons

Certain tasks have to be repeated more than once so there's definitely room to improve efficiency and cut down the number of steps involved.

Pros

After using this software for years, I'm really glad they finally released a mobile version. It makes it much more convenient to add client information and pull up the data I need whenever I need it.

Cons

The software still isn't very user-friendly to use and the mobile version can be frustrating to scroll through.