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IQCRM Suite vs. Zinnia SmartOffice

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IQCRM Suite

    N/AN/AQuest Analytics provides a modular suite of CRM tools for banks and credit unions. The IQCRM Suite includes IQLeads, IQProspects, IQCollections, IQService, IQLobby and IQFinancials. Financial institutions can purchase one or more modules to get started with CRM. IQProspects includes a mobile application for remote pipeline management and sales tracking.N/A

    Zinnia SmartOffice

    Score9.9 out of 10
    N/AFormerly 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
    IQCRM SuiteZinnia 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
    IQCRM SuiteZinnia SmartOffice
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    User Ratings
    IQCRM SuiteZinnia SmartOffice
    Likelihood to Recommend
    -
    (0 ratings)
    7.5
    (2 ratings)