CaptaFi vs. Zinnia SmartOffice

CaptaFi

CaptaFi

0 Reviews and Ratings

Zinnia SmartOffice

Zinnia SmartOffice

11 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CaptaFi	Score 0.0 out of 10	N/A	CaptaFi is loan tracking software with a built in CRM, phone system and e-sign module. The web based software helps manage a sales pipeline. A customer portal, branded with a company name and logo, allows clients to upload their documents directly into the system. CaptaFi is available with a 14 Day Free Trial, and it is $20 per user, per month.	$20 per month per user
Zinnia SmartOffice	Score 9.2 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 per user

Pricing

CaptaFi

Zinnia SmartOffice

Editions & Modules

Enterprise: $40
per month per user

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
CaptaFi	Zinnia SmartOffice
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	Yes

Entry-level Setup Fee

$250 undefined

Optional

Additional Details

—

—

More Pricing Information

Best Alternatives
	CaptaFi	Zinnia SmartOffice
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	CaptaFi	Zinnia SmartOffice
Likelihood to Recommend	- (0 ratings)	7.5 (2 ratings)

User Testimonials
	CaptaFi	Zinnia SmartOffice
Likelihood to Recommend	Captasoft No answers on this topic	Zinnia It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word. Incentivized SH Stephen Hartmann President Read full review
Pros	Captasoft No answers on this topic	Zinnia organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review
Cons	Captasoft No answers on this topic	Zinnia 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	Captasoft No answers on this topic	Zinnia 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	Captasoft No answers on this topic	Zinnia organization productivity effeciency Incentivized Verified User Anonymous Read full review
ScreenShots	CaptaFi Screenshots