SmartOffice is a financial advisor software solution designed to address the very specific needs of growing advisory firms.
Current Customer(s)
Market Share (Est.)
Ranking
The top three of SmartOffice’s competitors in the CRM Platforms category are Salesforce with 27.90%, Salesforce CRM with 24.23%, HubSpot CRM with 5.23% market share.
Popular Comparisons
The top three of SmartOffice’s competitors in the CRM Platforms category are Salesforce with 27.90%, Salesforce CRM with 24.23%, HubSpot CRM with 5.23% market share.
SmartOffice vs Salesforce
SmartOffice vs Salesforce CRM
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Around the world in 2024, over 22 companies have started using SmartOffice as CRM Platforms tool.
Customers | Employee Range | City | Region | Country | Social Links |
---|---|---|---|---|---|
Enviam - Gruppe | 1,000 - 4,999 | Chemnitz | Saxony | Germany | |
Infodis | 250 - 499 | Roissy-en-France | Ile-de-France | France | |
Massachusetts Mutual Life Insurance | 10,000+ | Springfield | Massachusetts | United States | |
Gradient Financial Group | 250 - 499 | Arden Hills | Minnesota | United States | |
Daikin | 10,000+ | Chipping Norton | New South Wales | Australia | |
SUSI & James GmbH | 20 - 49 | Mannheim | Baden-Wuerttemberg | Germany | |
Penn Mutual Life Insurance | 1,000 - 4,999 | Horsham | Pennsylvania | United States | |
Fraser Advanced Information Systems | 100 - 249 | Reading | Pennsylvania | United States | |
TechnoAlpin | 500 - 999 | Bolzano | Trentino-Alto Adige | Italy | |
SUPPLAY | 500 - 999 | Reims | Grand Est | France |
The top three products and services offering customers that use SmartOffice for CRM Platforms are Estate Planning (5), Annuities (4), Financial Services (3).
Customers
The majority of SmartOffice's customers for the crm-platforms category fall in the company size of 1,000 - 4,999 employees (4 companies), 10,000+ employees (4 companies), 100 - 249 employees (3 companies).
Employee Size
The top three geographies of SmartOffice for crm-platforms are the United States with 10(45.45%), Germany with 4(18.18%), France with 3(13.64%) customers respectively.
Customers
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.
What is SmartOffice customer distribution based on company size?
What is SmartOffice market share in the crm-platforms?
What are the top countries that use SmartOffice?
What are the top industries that use SmartOffice?
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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