Ebix SmartOffice

Ebix SmartOffice

Ebix SmartOffice

9 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
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

Ebix SmartOffice

Editions & Modules

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

Entry-level Setup Fee

Optional

Additional Details

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More Pricing Information

Community Pulse
	Ebix SmartOffice
Considered Both Products	Ebix SmartOffice SH Stephen Hartmann President Chose Ebix 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?

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User Ratings
	Ebix SmartOffice
Likelihood to Recommend	7.5 (2 ratings)

User Testimonials
	Ebix SmartOffice
Likelihood to Recommend	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. Incentivized SH Stephen Hartmann President Read full review
Pros	Ebix organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review
Cons	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 Incentivized SH Stephen Hartmann President Read full review
Alternatives Considered	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 Incentivized SH Stephen Hartmann President Read full review
Return on Investment	Ebix organization productivity effeciency Incentivized Verified User Anonymous Read full review
ScreenShots