Question 1

What is SmartOffice CRM?

Accepted Answer

SmartOffice CRM powers insurance distribution and broker management. It is purpose-built for advisors, agencies, and broker-dealers to grow revenue.

Question 2

Who is SmartOffice CRM for?

Accepted Answer

It is purpose-built for advisors, agencies, and broker-dealers to grow revenue.

Question 3

Is SmartOffice CRM a web app?

Accepted Answer

Yes. SmartOffice CRM runs in your web browser at smartoffice.zinnia.com and is listed on OpenPWA, a directory and search engine for web and PWA apps. No app-store installation is required.

Question 4

What are some alternatives to SmartOffice CRM?

Accepted Answer

Apps similar to SmartOffice CRM on OpenPWA include Google Meet, Trello, Mailchimp, Monday.com.

SmartOffice CRM

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