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Fuelfinance vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fuelfinance
Score 0.0 out of 10
Small Businesses (1-50 employees)
Fuel supports finance with software in the cloud integrated across the organization. Using their practice of managing finance in more than 200 businesses, they make real-time cloud-based, Google Sheets powered solution under the supervision of trained consultants. Think of a no-code ERP system at a fraction of the cost and 1 month setup time. There are 4 key products available to Fuel’s clients:…N/A
Zinnia SmartOffice
Score 9.9 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 Single User
Pricing
FuelfinanceZinnia 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
FuelfinanceZinnia SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalOptional
Additional Details——
More Pricing Information
Community Pulse
FuelfinanceZinnia SmartOffice
Considered Both Products
Fuelfinance

No answer on this topic

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
FuelfinanceZinnia SmartOffice
Small Businesses
Affinity CRM
Affinity CRM
Score 9.3 out of 10
Affinity CRM
Affinity CRM
Score 9.3 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
FuelfinanceZinnia SmartOffice
Likelihood to Recommend
-
(0 ratings)
7.5
(0 ratings)
User Testimonials
FuelfinanceZinnia SmartOffice
Likelihood to Recommend
No answers on this topic
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!
Verified User
Anonymous
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Pros
No answers on this topic
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
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Cons
No answers on this topic
  • 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
No answers on this topic
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
No answers on this topic
  • For the money, it is a well priced CRM
  • The best thing I can say is that it has not had a significant negative effect on business
  • The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.
SH
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ScreenShots

Fuelfinance Screenshots

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