Top 10 SmartOffice Alternatives & Competitors

Top 10 Alternatives to SmartOffice Recently Reviewed By G2 Community

#1

Redtail Technology
By Orion Advisor Tech
(156)4.3 out of 5
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with SmartOffice:
• Financial Services CRM
Try for free
Reviewers say compared to SmartOffice, Redtail Technology is:
Better at support
More usable
Easier to do business with
See all Redtail Technology reviews
#2

Wealthbox CRM
By Wealthbox
(102)4.5 out of 5
CRM for Financial Advisors
Categories in common with SmartOffice:
• Financial Services CRM
Reviewers say compared to SmartOffice, Wealthbox CRM is:
More usable
Easier to do business with
Better at support
See all Wealthbox CRM reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website
#3

Applied Epic
By Applied Systems
(1,051)4.4 out of 5
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
Categories in common with SmartOffice:
• Insurance Agency Management
Get a quote
Reviewers say compared to SmartOffice, Applied Epic is:
Slower to reach roi
Better at support
More expensive
See all Applied Epic reviews
#4

AMS360
By Vertafore
(652)4.3 out of 5
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
Categories in common with SmartOffice:
• Insurance Agency Management
Get a quote
Reviewers say compared to SmartOffice, AMS360 is:
Slower to reach roi
More expensive
Better at support
See all AMS360 reviews
#5

QQCatalyst
By Vertafore
(361)4.3 out of 5
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
Categories in common with SmartOffice:
• Insurance Agency Management
Get a quote
Reviewers say compared to SmartOffice, QQCatalyst is:
Slower to reach roi
More usable
Better at support
See all QQCatalyst reviews
#6

Maximizer
By Maximizer Software
(572)4.0 out of 5
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Categories in common with SmartOffice:
• Financial Services CRM
Get a quote
Reviewers say compared to SmartOffice, Maximizer is:
Better at support
More expensive
More usable
See all Maximizer reviews
#7

EZLynx
By EZLynx
(315)4.2 out of 5
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
Categories in common with SmartOffice:
• Insurance Agency Management
Try for free
Reviewers say compared to SmartOffice, EZLynx is:
More usable
Better at support
More expensive
See all EZLynx reviews
#8

Salesforce Financial Services Cloud
By Salesforce
(92)4.2 out of 5
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Categories in common with SmartOffice:
• Financial Services CRM
Reviewers say compared to SmartOffice, Salesforce Financial Services Cloud is:
Slower to reach roi
Better at support
More expensive
See all Salesforce Financial Services Cloud reviews
#9

Jenesis
By Jenesis
(136)4.7 out of 5
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
Categories in common with SmartOffice:
• Insurance Agency Management
Get a quote
Reviewers say compared to SmartOffice, Jenesis is:
Slower to reach roi
Better at support
Easier to do business with
See all Jenesis reviews
#10

AgencyBloc AMS+
By AgencyBloc
(39)4.7 out of 5
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.
Categories in common with SmartOffice:
• Insurance Agency Management
Reviewers say compared to SmartOffice, AgencyBloc AMS+ is:
More usable
Better at support
Easier to set up
See all AgencyBloc AMS+ reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website