4Degrees vs. Zinnia SmartOffice

4Degrees

4Degrees

2 Reviews and Ratings

Zinnia SmartOffice

Zinnia SmartOffice

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
4Degrees	Score 9.0 out of 10	N/A	4Degrees is a financial services CRM platform that identifies the right connections to focus on, and is designed to work with users to strengthen those relationships over time, and help activate a network when it is needed.	N/A
Zinnia SmartOffice	Score 9.9 out of 10	N/A	Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.	$70 per month Single User

Pricing

4Degrees

Zinnia SmartOffice

Editions & Modules

No answers on this topic

Single User Performance License: $70
per month Single User
Advisor Bundle: $135
per month Up to 2 user licenses
Producer Bundle: $275
per month Up to 5 user licenses

Offerings

Pricing Offerings
4Degrees	Zinnia SmartOffice
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Optional

Additional Details

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More Pricing Information

Community Pulse
	4Degrees	Zinnia SmartOffice
Considered Both Products	4Degrees No answer on this topic	Zinnia SmartOffice SH Stephen Hartmann President Chose Zinnia SmartOffice While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a … Incentivized Helpful?

Best Alternatives
	4Degrees	Zinnia SmartOffice
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User Ratings
	4Degrees	Zinnia SmartOffice
Likelihood to Recommend	- (0 ratings)	7.5 (0 ratings)

User Testimonials
	4Degrees	Zinnia SmartOffice
Likelihood to Recommend	No answers on this topic	Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program! Incentivized Verified User Anonymous Read full review
Pros	No answers on this topic	organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review
Cons	No answers on this topic	The interface could be more user friendly Some of its functionality is hard to use and/or hard to find There are alot of field that we do not use that do not appear to be able to be deleted It can sometimes be difficult to add new functionality Incentivized SH Stephen Hartmann President Read full review
Alternatives Considered	No answers on this topic	While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change Incentivized SH Stephen Hartmann President Read full review
Return on Investment	No answers on this topic	For the money, it is a well priced CRM The best thing I can say is that it has not had a significant negative effect on business The familiarity with the product by all employees lends itself well to continuity and cuts down on errors. Incentivized SH Stephen Hartmann President Read full review
ScreenShots		Zinnia SmartOffice Screenshots