---
description: Ontdek de plus- en minpunten van SmartOffice en leer meer over de functies, de prijs en het gebruiksgemak van de software. Lees nuttige beoordelingen van geverifieerde gebruikers en ontdek vergelijkbare programma's  op Capterra België.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: SmartOffice - Bekijk prijzen, reviews en scores - Capterra België 2026
---

Breadcrumb: [Startpagina](/) > [CRM-software](/directory/2/customer-relationship-management/software) > [SmartOffice](/software/133901/smartoffice)

# SmartOffice

Canonical: https://www.capterra.be/software/133901/smartoffice

Pagina: 1 / 2\
Volgende: [Volgende pagina](https://www.capterra.be/software/133901/smartoffice?page=2)

> Webgebaseerde oplossing voor klantrelatiebeheer voor verzekeringsbedrijven en financiële dienstverleners.
> 
> Oordeel: score van **3.7/5** door 17 gebruikers. Hoge score voor **Waarschijnlijkheid van aanbeveling**.

-----

## Overzicht

### Wie gebruikt SmartOffice?

SmartOffice is een CRM-oplossing voor bedrijven van elke omvang in de financiële en verzekeringssector.

## Snelle statistieken en scores

| Metriek | Beoordelen | Details |
| **In totaal** | **3.7/5** | 17 Reviews |
| Gebruiksgemak | 3.6/5 | Gebaseerd op alle reviews |
| Klantenondersteuning | 3.9/5 | Gebaseerd op alle reviews |
| Prijs-kwaliteitverhouding | 3.7/5 | Gebaseerd op alle reviews |
| Functies | 3.6/5 | Gebaseerd op alle reviews |
| Aanbevelingspercentage | 60% | (6/10 Waarschijnlijkheid van aanbeveling) |

## Over de leverancier

- **Bedrijf**: Ebix
- **Opgericht**: 1989

## Commerciële context

- **Beginprijs**: US$ 70,00
- **Prijsmodel**:  (Gratis proefversie)
- **Doelgroep**: 2-10, 1.001-5.000, 5.001-10.000, 10.000+
- **Implementatie en platforms**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Windows (lokaal), Linux (lokaal), Android (mobiel), iPhone (mobiel), iPad (mobiel)
- **Ondersteunde talen**: Engels, Frans
- **Beschikbare landen**: Australië, Canada, India, Singapore, Verenigde Staten

## Functies

- Aanpasbare rapporten
- Activiteitendashboard
- Afspraakplanning
- Beheer van salesactiviteit
- Beheer van verkooppipeline
- Campagnebeheer
- Contactenbeheer
- Documentbeheer
- Documenten opslaan
- E-mailbeheer
- For Financial Institutions
- Gegevens importeren en exporteren
- Kalender-/herinneringssysteem
- Klantenbeheer
- Klantendatabase
- Leads beheren
- Leads vastleggen
- Mobiele toegang
- Offertes
- Opmerkingen/notities
- Pipelinebeheer
- Rapportage en analyse
- Segmentering
- Taakbeheer
- Third-Party Integrations
- Verzekeringenbeheer
- Voor de verzekeringsbranche
- Waarschuwingen/Meldingen
- Workflowbeheer

## Integraties (12 in totaal)

- AnnuityNet
- Broadridge Investment Accounting
- Constant Contact
- Docupace
- EbixASP
- Envestnet | MoneyGuide
- FMG Suite
- Orion
- RightCapital
- VitalSales Suite
- WinFlex
- Zapier

## Ondersteuningsopties

- E-mail/helpdesk
- Kennisbank
- Telefonische ondersteuning

## Categorie

- [CRM-software](https://www.capterra.be/directory/2/customer-relationship-management/software)

## Gerelateerde categorieën

- [CRM-software](https://www.capterra.be/directory/2/customer-relationship-management/software)
- [Sales tracking software](https://www.capterra.be/directory/32744/sales-tracking/software)
- [CRM-systemen voor banken en verzekeraars](https://www.capterra.be/directory/30562/financial-crm/software)
- [CRM systemen voor verzekeraars](https://www.capterra.be/directory/32554/insurance-crm/software)

## Alternatieven

1. [Zoho CRM](https://www.capterra.be/software/155928/zoho-crm) — 4.3/5 (6974 reviews)
2. [Bitrix24](https://www.capterra.be/software/113540/bitrix24) — 4.2/5 (991 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.be/software/61368/salesforce) — 4.4/5 (18783 reviews)
4. [EngageBay CRM](https://www.capterra.be/software/178819/engagebay-marketing) — 4.7/5 (908 reviews)
5. [Freshsales](https://www.capterra.be/software/155563/freshsales) — 4.5/5 (621 reviews)

## Reviews

### "Relatively Easy to Use" — 4.0/5

> **Scot** | *6 december 2018* | Vermogensbeheer | Aanbevelingsscore: 7.0/10
> 
> **Pluspunten**: I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.
> 
> **Minpunten**: For all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode
> 
> I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.

-----

### "Great value for the $$$." — 4.0/5

> **Stephen** | *22 oktober 2022* | Financiële dienstverlening | Aanbevelingsscore: 8.0/10
> 
> **Pluspunten**: After learning it's functionality it is a great one stop software option for your CRM needs. It stores Dara and allows me to easily retrieve or integrate it in several ways
> 
> **Minpunten**: It takes a little getting used to. The user interface is not as intuitive as I would like it to be. It took a few weeks to work out the navigation.
> 
> We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.

-----

### "Can't get list of top 10 clients, Difficult to use, Conversion Nightmare\!" — 1.0/5

> **Lisa** | *7 april 2020* | Financiële dienstverlening | Aanbevelingsscore: 0.0/10
> 
> **Pluspunten**: Has a lot of fields and has customization. The people who work there are very nice \& helpful. It has a lot of fields particularly under the insurance side.
> 
> **Minpunten**: Wish we could view the top 500 or even top 10 clients\! The system can't combine Fixed annuity values with brokerage or held away account values. The system categorizes Trusts under the Business category. Wish the customer service people would understand the financial industry. They don't, they understand the software, that's it. The conversion process is outsourced to India so there is lag time as well as problem with understanding my comments. Also, every week I bring up the same problem and they say, "oh, we will look into that and get back to you next week" The next week comes, and they act like I never brought the problem to their attention and they say the same thing. It's like a recording\! My patience is wearing thin. The data from our old system placed annuity Values into the Premium fields, the occupation was switched from husband to wife and visa versa. Policies were attached to the wrong person within a family.
> 
> Frustrating experience. I am looking for another CRM.

-----

### "Easy to work through" — 4.0/5

> **chloe** | *22 januari 2024* | Verzekeringen | Aanbevelingsscore: 8.0/10
> 
> **Pluspunten**: Easy to get from place to place and find where you want to be. Tracks a lot of information.
> 
> **Minpunten**: Slow. Reports tend to reset while you are trying to work through one.

-----

### "SmartOffice" — 5.0/5

> **Jolie** | *19 augustus 2020* | Financiële dienstverlening | Aanbevelingsscore: 9.0/10
> 
> **Pluspunten**: The product is very user friendly \& adaptable to your own business process.
> 
> **Minpunten**: Hate to say it...but sometimes too many features and/or options, is not a good thing.

-----

Pagina: 1 / 2\
Volgende: [Volgende pagina](https://www.capterra.be/software/133901/smartoffice?page=2)

## Links

- [Bekijk op Capterra](https://www.capterra.be/software/133901/smartoffice)

## Deze pagina is beschikbaar in de volgende talen

| Locatie | URL |
| en | <https://www.capterra.com/p/133901/SmartOffice/> |
| en-AE | <https://www.capterra.ae/software/133901/smartoffice> |
| en-AU | <https://www.capterra.com.au/software/133901/smartoffice> |
| en-CA | <https://www.capterra.ca/software/133901/smartoffice> |
| en-GB | <https://www.capterra.co.uk/software/133901/smartoffice> |
| en-IE | <https://www.capterra.ie/software/133901/smartoffice> |
| en-IL | <https://www.capterra.co.il/software/133901/smartoffice> |
| en-IN | <https://www.capterra.in/software/133901/smartoffice> |
| en-NZ | <https://www.capterra.co.nz/software/133901/smartoffice> |
| en-SG | <https://www.capterra.com.sg/software/133901/smartoffice> |
| en-ZA | <https://www.capterra.co.za/software/133901/smartoffice> |
| nl | <https://www.capterra.nl/software/133901/smartoffice> |
| nl-BE | <https://www.capterra.be/software/133901/smartoffice> |

-----

## Gestructureerde gegevens

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra België helpt miljoenen mensen om de beste bedrijfssoftware te vinden. Met reviews, scores, infographics en het meest uitgebreide overzicht van bedrijfssoftware.","email":"info@capterra.be","url":"https://www.capterra.be/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.be/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"SmartOffice","description":"Webgebaseerde oplossing voor klantrelatiebeheer voor verzekeringsbedrijven en financiële dienstverleners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/ee2b8d77-d95e-4a8f-bb4e-ee07f5ebb31f.png","url":"https://www.capterra.be/software/133901/smartoffice","@type":"SoftwareApplication","@id":"https://www.capterra.be/software/133901/smartoffice#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.be/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":17,"ratingValue":3.7},"offers":{"price":"70","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"@type":"FAQPage","@id":"https://www.capterra.be/software/133901/smartoffice#faqs","mainEntity":[{"name":"Wat is SmartOffice?","@type":"Question","acceptedAnswer":{"text":"Webgebaseerde oplossing voor klantrelatiebeheer voor verzekeringsbedrijven en financiële dienstverleners.","@type":"Answer"}},{"name":"Wie gebruikt SmartOffice?","@type":"Question","acceptedAnswer":{"text":"SmartOffice is een CRM-oplossing voor bedrijven van elke omvang in de financiële en verzekeringssector.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Startpagina","position":1,"item":"/","@type":"ListItem"},{"name":"CRM-software","position":2,"item":"/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"SmartOffice","position":3,"item":"/software/133901/smartoffice","@type":"ListItem"}],"@id":"https://www.capterra.be/software/133901/smartoffice#breadcrumblist"}]}
</script>