a great solution
February 10, 2023

a great solution

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Ebix SmartOffice

It's a great CRM solution for our business - Allows us to have access to client data and all my employees to stay on task and up to date on our client's situations. We use it for daily tasks, notes and appointments. It allows all of my employees to be on the same page, which is important!

Pros

  • organized
  • user friendly
  • effective
  • helpful
  • transparent

Cons

  • More user-friendly mobile app.
  • Easier connection to Outlook's calendar.
  • An easier way to track referrals.
  • notes
  • calendar
  • tasks
  • organization
  • productivity
  • effeciency

Do you think Zinnia SmartOffice delivers good value for the price?

Yes

Are you happy with Zinnia SmartOffice's feature set?

Yes

Did Zinnia SmartOffice live up to sales and marketing promises?

Yes

Did implementation of Zinnia SmartOffice go as expected?

Yes

Would you buy Zinnia SmartOffice again?

Yes

Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!

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