---
description: Learn more about SmartOffice pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: SmartOffice Pricing, Reviews & Features - Capterra Canada 2026
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# SmartOffice

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> SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks.
> 
> Verdict: Rated **3.7/5** by 17 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses SmartOffice?

Designed for insurance agents, financial advisors, RIA's, banks, and enterprises, an industry-specific CRM solution that's tailored for the financial services industry.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.7/5** | 17 Reviews |
| Ease of Use | 3.6/5 | Based on overall reviews |
| Customer Support Software | 3.9/5 | Based on overall reviews |
| Value for Money | 3.7/5 | Based on overall reviews |
| Features | 3.6/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Ebix
- **Founded**: 1989

## Commercial Context

- **Starting Price**: US$70.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: 2–10, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English, French
- **Available Countries**: Australia, Canada, India, Singapore, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling Software
- Calendar/Reminder System
- Campaign Management Software
- Client Management
- Commenting/Notes
- Contact Management Software
- Customer Database
- Customizable Reports
- Data Import/Export
- Document Management Software
- Document Storage
- Email Management Software
- For Financial Institutions
- For Insurance Industry
- Insurance Management
- Lead Capture Software
- Lead Management Software
- Mobile Access
- Pipeline Management
- Quotes/Estimates
- Reporting/Analytics
- Sales Activity Management
- Sales Pipeline Management
- Segmentation
- Task Management Software
- Third-Party Integrations
- Workflow Management Software

## Integrations (12 total)

- AnnuityNet
- Broadridge Investment Accounting
- Constant Contact
- Docupace
- EbixASP
- Envestnet | MoneyGuide
- FMG Suite
- Orion
- RightCapital
- VitalSales Suite
- WinFlex
- Zapier

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)
- [Sales Tracking Software](https://www.capterra.ca/directory/32744/sales-tracking/software)
- [Financial CRM Software](https://www.capterra.ca/directory/30562/financial-crm/software)
- [Insurance CRM Software](https://www.capterra.ca/directory/32554/insurance-crm/software)

## Alternatives

1. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews)
2. [Maximizer CRM](https://www.capterra.ca/software/154610/maximizer-crm) — 4.1/5 (366 reviews)
3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
4. [EngageBay CRM](https://www.capterra.ca/software/178819/engagebay-marketing) — 4.7/5 (907 reviews)
5. [Freshsales](https://www.capterra.ca/software/155563/freshsales) — 4.5/5 (621 reviews)

## Reviews

### "Relatively Easy to Use" — 4.0/5

> **Scot** | *December 6, 2018* | Investment Management Software | Recommendation rating: 7.0/10
> 
> **Pros**: I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.
> 
> **Cons**: For all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode
> 
> I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.

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### "Great value for the $$$." — 4.0/5

> **Stephen** | *October 22, 2022* | Financial Services Software | Recommendation rating: 8.0/10
> 
> **Pros**: After learning it's functionality it is a great one stop software option for your CRM needs. It stores Dara and allows me to easily retrieve or integrate it in several ways
> 
> **Cons**: It takes a little getting used to. The user interface is not as intuitive as I would like it to be. It took a few weeks to work out the navigation.
> 
> We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.

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### "Can't get list of top 10 clients, Difficult to use, Conversion Nightmare\!" — 1.0/5

> **Lisa** | *April 7, 2020* | Financial Services Software | Recommendation rating: 0.0/10
> 
> **Pros**: Has a lot of fields and has customization. The people who work there are very nice \& helpful. It has a lot of fields particularly under the insurance side.
> 
> **Cons**: Wish we could view the top 500 or even top 10 clients\! The system can't combine Fixed annuity values with brokerage or held away account values. The system categorizes Trusts under the Business category. Wish the customer service people would understand the financial industry. They don't, they understand the software, that's it. The conversion process is outsourced to India so there is lag time as well as problem with understanding my comments. Also, every week I bring up the same problem and they say, "oh, we will look into that and get back to you next week" The next week comes, and they act like I never brought the problem to their attention and they say the same thing. It's like a recording\! My patience is wearing thin. The data from our old system placed annuity Values into the Premium fields, the occupation was switched from husband to wife and visa versa. Policies were attached to the wrong person within a family.
> 
> Frustrating experience. I am looking for another CRM.

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### "Easy to work through" — 4.0/5

> **chloe** | *January 22, 2024* | Insurance Software | Recommendation rating: 8.0/10
> 
> **Pros**: Easy to get from place to place and find where you want to be. Tracks a lot of information.
> 
> **Cons**: Slow. Reports tend to reset while you are trying to work through one.

-----

### "SmartOffice" — 5.0/5

> **Jolie** | *August 19, 2020* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: The product is very user friendly \& adaptable to your own business process.
> 
> **Cons**: Hate to say it...but sometimes too many features and/or options, is not a good thing.

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## Links

- [View on Capterra](https://www.capterra.ca/software/133901/smartoffice)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/133901/SmartOffice/> |
| en-AE | <https://www.capterra.ae/software/133901/smartoffice> |
| en-AU | <https://www.capterra.com.au/software/133901/smartoffice> |
| en-CA | <https://www.capterra.ca/software/133901/smartoffice> |
| en-GB | <https://www.capterra.co.uk/software/133901/smartoffice> |
| en-IE | <https://www.capterra.ie/software/133901/smartoffice> |
| en-IL | <https://www.capterra.co.il/software/133901/smartoffice> |
| en-IN | <https://www.capterra.in/software/133901/smartoffice> |
| en-NZ | <https://www.capterra.co.nz/software/133901/smartoffice> |
| en-SG | <https://www.capterra.com.sg/software/133901/smartoffice> |
| en-ZA | <https://www.capterra.co.za/software/133901/smartoffice> |
| nl | <https://www.capterra.nl/software/133901/smartoffice> |
| nl-BE | <https://www.capterra.be/software/133901/smartoffice> |

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