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IQProspects™ vs. Zinnia SmartOffice

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IQProspects™

    N/AN/AIQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module includes sales pipeline management and workflow so that every deal can be processed quickly. A mobile app for Apple iPhone, Apple iPad, and Android phone is available to mobilize your salesforce.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
    IQProspects™Zinnia 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
    IQProspects™Zinnia 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
    IQProspects™Zinnia SmartOffice
    Likelihood to Recommend
    -
    (0 ratings)
    7.5
    (2 ratings)