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SmartCRM offers a single system of truth for managing customer interactions across different lines of business. SmartCRM enables organizations to efficiently organize, populate, and maintain information on all aspects of their customer relationships. It provides integrated management of corporate information on customer accounts and contacts, sales leads and opportunities, plus activities such as calls, meetings, and assigned tasks. The system seamlessly blends all of the functionality required to manage information on many aspects of your business into an intuitive and user-friendly graphical interface.

The system also offers a graphical dashboard to track the sales pipeline, the most successful lead sources, and the month-by-month outcomes for opportunities in the pipeline. SmartCRM consists of modules, each of which represents a specific functional aspect of CRM such as Accounts, Activities, Leads, and Opportunities.

SmartCRM has following features;

  • Sales Force Automation: Lead Management, Account & Contact Management, Opportunity Management, Sales Quotes and Invoices.
  • Customer Support & Service: Trouble Tickets, Knowledge Base, Customer Self Service.
  • Marketing Automation: Campaign Management, Mass Mailing, E-mail Templates.
  • Inventory Management: Products Catalog, Price Books, Vendor Management, Purchase Orders, Sales Orders, Invoices.
  • Activity Management: To Dos, Meetings & Calls, Recurring Events, Shared Calendar, Activity History, E-mail Notifications, Notes.
  • Reports & Dashboards: Key Metrics, Customizable Reports, 20 Pre-built Reports, Report Folders.
  • Product Customization: Custom Fields, Pick Lists, Custom List Views, Drag & Drop Modules, Currency customization and etc.
  • Security Management: User Management, Profiles, Roles, Groups, Organization-level Access Control.
  • Additional Features: Email Client. Outlook Plug-in, MS Office Plug-in, Thunderbird Plug-in, Customer Portal, RSS Feeds.


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