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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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
    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
    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 …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Zinnia SmartOffice
    Likelihood to Recommend
    7.5
    (2 ratings)