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CoreTrac CRM vs. Ebix SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CoreTrac CRM
Score 0.0 out of 10
N/A
Designed specifically for community banks and credit unions, the CoreTrac CRM solution from Avolin gives users a centralized, 360-degree view of clients. With it, the vendor states financial services company workforces will become enabled to deliver outstanding customer experience outcomes.N/A
Ebix SmartOffice
Score 7.0 out of 10
N/A
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.
$70
per month per user
Pricing
CoreTrac CRMEbix 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
CoreTrac CRMEbix SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
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User Ratings
CoreTrac CRMEbix SmartOffice
Likelihood to Recommend
-
(0 ratings)
7.5
(2 ratings)
User Testimonials
CoreTrac CRMEbix SmartOffice
Likelihood to Recommend
Avolin
No answers on this topic
Ebix
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.
SH
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Pros
Avolin
No answers on this topic
Ebix
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
Read full review
Cons
Avolin
No answers on this topic
Ebix
  • 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
SH
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Alternatives Considered
Avolin
No answers on this topic
Ebix
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
SH
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Return on Investment
Avolin
No answers on this topic
Ebix
  • organization
  • productivity
  • effeciency
Verified User
Anonymous
Read full review
ScreenShots