About

SmartOffice is a comprehensive agency practice management and enterprise customer relationship management (CRM) solution designed specifically for the financial services industry. It is trusted by many of the top 20 Fortune 500 life insurance companies, providing tools to strengthen client relationships, increase sales revenue, and facilitate better business decisions. The software has a strong user satisfaction, evidenced by its 4.4 rating based on 17 reviews, and offers both a free trial and a free version for prospective users.