Ebix SmartOffice vs. LinxCRM

Overview
ProductRatingMost Used ByProduct SummaryStarting 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
LinxCRM
Score 0.0 out of 10
N/A
LinxCRM is a CRM designed just for financial services, specific to Australia and New Zealand.N/A
Pricing
Ebix SmartOfficeLinxCRM
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
No answers on this topic
Offerings
Pricing Offerings
Ebix SmartOfficeLinxCRM
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
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Ebix SmartOfficeLinxCRM
Small Businesses
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Score 9.1 out of 10
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Enterprises
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User Ratings
Ebix SmartOfficeLinxCRM
Likelihood to Recommend
7.5
(2 ratings)
-
(0 ratings)
User Testimonials
Ebix SmartOfficeLinxCRM
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.
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Linx Software
No answers on this topic
Pros
Ebix
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
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Linx Software
No answers on this topic
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
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Linx Software
No answers on this topic
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
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Linx Software
No answers on this topic
Return on Investment
Ebix
  • organization
  • productivity
  • effeciency
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Linx Software
No answers on this topic
ScreenShots