TrustRadius

Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Zinnia SmartOffice
Score 9.3 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
Zinnia 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
Zinnia SmartOffice
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup FeeOptional
Additional Details—
More Pricing Information
Community Pulse
Zinnia SmartOffice
Considered Both Products
Zinnia SmartOffice
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 …
Best Alternatives
Zinnia SmartOffice
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

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Enterprises

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User Ratings
Zinnia SmartOffice
Likelihood to Recommend
7.5
(2 ratings)
User Testimonials
Zinnia SmartOffice
Likelihood to Recommend
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.
SH
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Pros
Zinnia
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
Read full review
Cons
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
SH
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Alternatives Considered
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
SH
Read full review
Return on Investment
Zinnia
  • organization
  • productivity
  • effeciency
Verified User
Anonymous
Read full review
ScreenShots