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SmartOffice

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SmartOffice is a financial advisor software solution designed to address the very specific needs of growing advisory firms.

CRM Platforms
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Market Share of SmartOffice

Current Customer(s)

22

Market Share (Est.)

0.00%

Ranking

#162

Top Competitors and Alternatives of SmartOffice

The top three of SmartOffice’s competitors in the CRM Platforms category are Salesforce with 26.53%, Salesforce CRM with 25.08%, HubSpot CRM with 5.53% market share.

TechnologyDomainsMarket Share (Est.)Versus page
Salesforce14163926.53%SmartOffice vs Salesforce
Salesforce CRM13386025.08%SmartOffice vs Salesforce CRM
HubSpot CRM295205.53%SmartOffice vs HubSpot CRM
Thryv253134.74%SmartOffice vs Thryv
Microsoft Dynamics CRM228404.28%SmartOffice vs Microsoft Dynamics CRM
Odoo CRM199383.74%SmartOffice vs Odoo CRM
Salesforce Experience Cloud160653.01%SmartOffice vs Salesforce Experience Cloud
SAP CRM155232.91%SmartOffice vs SAP CRM
Freshworks CRM98881.85%SmartOffice vs Freshworks CRM
Oracle CRM96961.82%SmartOffice vs Oracle CRM
Odoo84191.58%SmartOffice vs Odoo
Oracle Siebel78661.47%SmartOffice vs Oracle Siebel
SAP Customer Data Cloud77711.46%SmartOffice vs SAP Customer Data Cloud
Salesforce Sales Cloud62931.18%SmartOffice vs Salesforce Sales Cloud
NetSuite CRM+62771.18%SmartOffice vs NetSuite CRM+
Microsoft Dynamics 365 CRM60471.13%SmartOffice vs Microsoft Dynamics 365 CRM
Salesforce Mobile57861.08%SmartOffice vs Salesforce Mobile
Bloomerang46680.87%SmartOffice vs Bloomerang
Pega44750.84%SmartOffice vs Pega
Zendesk Sell39110.73%SmartOffice vs Zendesk Sell
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Popular Comparisons

Top Competitors and Alternatives of SmartOffice

The top three of SmartOffice’s competitors in the CRM Platforms category are Salesforce with 26.53%, Salesforce CRM with 25.08%, HubSpot CRM with 5.53% market share.

SmartOffice vs Salesforce

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SmartOffice vs Salesforce CRM

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SmartOffice vs HubSpot CRM

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SmartOffice vs Thryv

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SmartOffice vs Microsoft Dynamics CRM

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SmartOffice vs Odoo CRM

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SmartOffice vs Salesforce Experience Cloud

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SmartOffice vs SAP CRM

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Customers of SmartOffice

Around the world in 2024, over 22 companies have started using SmartOffice as CRM Platforms tool.

CustomersEmployee RangeCityRegionCountrySocial Links
Sirva, Inc.1,000 - 4,999Oakbrook TerraceIllinoisUnited States
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Enviam - Gruppe1,000 - 4,999ChemnitzSaxonyGermany
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Penn Mutual Life Insurance1,000 - 4,999HorshamPennsylvaniaUnited States
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KBM CONSULTING LLC0 - 9LancasterPennsylvaniaUnited States
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SmartOffice Automation0 - 9CorkMunsterIreland
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Infodis250 - 499Roissy-en-FranceIle-de-FranceFrance
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Massachusetts Mutual Life Insurance10,000+SpringfieldMassachusettsUnited States
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Gradient Financial Group250 - 499Arden HillsMinnesotaUnited States
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Daikin10,000+Chipping NortonNew South WalesAustralia
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SUSI & James GmbH20 - 49MannheimBaden-WuerttembergGermany
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SmartOffice Customers by Products and Services

The top three products and services offering customers that use SmartOffice for CRM Platforms are Annuities (4), Estate Planning (4), Life Insurance (2).

Customers

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SmartOffice Customers by Employee Size

The majority of SmartOffice's customers for the crm-platforms category fall in the company size of 1,000 - 4,999 employees (5 companies), 10,000+ employees (4 companies), 0 - 9 employees (3 companies).

Employee Size

SmartOffice Customers by Geography

The top three geographies of SmartOffice for crm-platforms are the United States with 11(50.00%), Germany with 4(18.18%), France with 3(13.64%) customers respectively.

Customers

Employees of SmartOffice

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CRM Platforms

FAQ

Find answers to the most often asked questions by users.

Who are the top SmartOffice competitors?

SmartOffice’s Top competitors in the crm-platforms category are Salesforce, Salesforce CRM, HubSpot CRM. You can view a full list of SmartOffice competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of SmartOffice and 40,000 other technologies on the internet. You can also compare SmartOffice and its feature with top competitors here : SmartOffice vs Salesforce SmartOffice vs Salesforce CRM SmartOffice vs HubSpot CRM.

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What is SmartOffice customer distribution based on company size?

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What is SmartOffice market share in the crm-platforms?

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What are the top countries that use SmartOffice?

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What are the top industries that use SmartOffice?

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Justine Lyon

Justine Lyon

Senior VP of Sales, Ally

At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!

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