Introducing G2.ai, the future of software buying.Try now

SmartOffice Pricing Overview

SmartOffice at a glance

Pricing to Fit Your Growing Practice

SmartOffice has 3 pricing editions, from $70 to $275. A free trial of SmartOffice is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Name	Price	Features
Performance	$70.001 Per User Per Month	Single User Performance Package Microsoft® Exchange - Contact Email & Calendar Sync Microsoft® Office Integration - Word/Outlook/ Excel Contact Management Calendar and Time Management Comprehensive Notes and History Document/File Storage Mass Communication Mobile (SmartOffice Anywhere) Insurance Tracking Investment Tracking Position Level Investment Download Group Insurance Tracking Dynamic Report Creation Letter/Email Template Administration Sales Opportunity / Process Tracking Agent Commission Tracking Lead Tracking and Distribution Event Management Show More
Advisor Bundle	$135.002 User Per Month	Includes up to two (2) Performance user licenses Microsoft® Exchange - Contact Email & Calendar Sync Microsoft® Office Integration - Word/Outlook/ Excel Contact Management Calendar and Time Management Comprehensive Notes and History Document/File Storage Mass Communication Mobile (SmartOffice Anywhere) Insurance Tracking Investment Tracking Position Level Investment Download Group Insurance Tracking Dynamic Report Creation Letter/Email Template Administration Sales Opportunity / Process Tracking Agent Commission Tracking Lead Tracking and Distribution Event Management Show More
Producer Bundle	$275.005 Users Per Month	Includes up to five (5) Performance user licenses Microsoft® Exchange - Contact Email & Calendar Sync Microsoft® Office Integration - Word/Outlook/ Excel Contact Management Calendar and Time Management Comprehensive Notes and History Document/File Storage Mass Communication Mobile (SmartOffice Anywhere) Insurance Tracking Investment Tracking Position Level Investment Download Group Insurance Tracking Dynamic Report Creation Letter/Email Template Administration Sales Opportunity / Process Tracking Agent Commission Tracking Lead Tracking and Distribution Event Management Show More

Download complete pricing list

Download now

SmartOffice pricing & plans

Free Trial is available

Pricing information for SmartOffice is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase SmartOffice must be conducted with the seller.

www.ebixcrm.com

Pricing information was last updated on October 10, 2024

Top Rated SmartOffice Alternatives

Redtail Technology

By Orion Advisor Tech

(184)

4.3 out of 5

Wealthbox CRM

By Wealthbox

(104)

4.5 out of 5

See all SmartOffice Alternatives

SmartOffice Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Redtail Technology Launch Plan	$39.001 User Per Month	Basic CRM including: Contact Management Document Storage Contact and Account-Level User Defined Fields Multiple Methods for Client Segmentation Account Management Compliant Note Entry and Archiving Activity, Custom Export, Mail Merge, and Note Templates Shareable, Customizable Calendaring Automated, Customizable Reports Customizable Database Lists Customizable Email Notifications and Dashboard Reminders Sales Pipeline Tracker Seminar/Event Management Mobile App Deep Industry Integrations Complimentary Database Conversions SSL Security Orion Client Portal Stress Test Risk Score Proposal Generation with New Account Opening Show More
Wealthbox CRM Basic	$59.00Per Month	Price is per user / month when billed annually Contacts 1 CRM Workspace 1 Opportunity Pipeline 2 GB File Storage Customizable Groups Contact & Household Management Contact Segmentation Tags Task Management Opportunity Management Calendar Workflows Projects Reports Custom Fields Activity Stream Coworker Notifications Administrative Controls Mobile App Companion Partner App Integrations Compliant Note Archiving Permissions & Visibility Bank-Level Security Session Timeout 2-Factor Authentication SOC 2 Compliant Customer Support Help Desk Live Help Data Portability CRM Migration Assistance Video Tutorial Library Knowledge Base Q&A Two-Way Calendar Sync Chrome Extension for Gmail Bcc Email Forwarding Show More
Maximizer Base Edition	$65.003 User Per Year	Advanced Contact Management Lead & Opportunity Handling Task Management Microsoft Outlook Integration 100% In-House Support *Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More

Various alternatives pricing & plans

Free Trial is available

Pricing information for the above various SmartOffice alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

SmartOffice Categories on G2