SmartCompany CRM

SmartCompany CRM is a hosted CRM software designed to assist companies in managing customer relationships and enhancing sales productivity. According to the vendor, this solution is specifically tailored for small to medium-sized businesses and is utilized by sales teams, marketing teams, customer service teams, project managers, as well as small business owners and entrepreneurs across various industries.

Key Features

Lead Management: According to the vendor, users can import leads from lists or enter them directly into SmartCompany CRM. The software allows for storing company and contact information in leads, assigning unqualified leads to sales reps, and attaching emails, notes, tasks, and events to leads. Users can also attach documents (PDF, Word, etc.) to leads and convert qualified leads to opportunities.

Sales Pipeline Management: The vendor claims that SmartCompany CRM enables users to define a custom sales process and track opportunities through the sales process. Users can attach emails, notes, tasks, and events to opportunities, as well as attach documents (PDF, Word, etc.) to opportunities. The software allows for tracking participants (contacts) associated with an opportunity and attaching line items from an integrated product catalog.

Booked Order Management: According to the vendor, users can define a custom fulfillment process and track orders through the fulfillment process. SmartCompany CRM allows for attaching emails, notes, tasks, and events to orders, as well as attaching documents (PDF, Word, etc.) to orders. Users can track participants (contacts) associated with an order and attach line items from an integrated product catalog. The software also enables tracking customer purchase order and internal invoicing information.

Project Management: Users can attach opportunities and orders to projects for complex sales, assign or re-assign project managers, and track revenue and profitability by project. According to the vendor, SmartCompany CRM allows for attaching emails, notes, tasks, and events to projects, as well as archiving completed or old projects.

Integrated Email System: The vendor states that SmartCompany CRM enables users to create and send emails from within CRM records. Users can send emails to individuals or groups, create email templates with data merge capability, and share email templates with the team using the Email Library. The software supports creating emails in HTML, rich text, or plain text formats.

Document Library: SmartCompany CRM allows users to upload brochures, templates, etc. to the document library. Existing documents can be updated in place, and old or obsolete documents can be removed. The vendor claims that users can categorize documents for easy retrieval and control user access to the library.

Customizable Access Privileges: Users can customize access privileges and assign user roles within SmartCompany CRM. According to the vendor, this allows for controlling who can view, edit, and delete specific information within the CRM system.

Advanced Search Functionality: The vendor states that SmartCompany CRM offers advanced search capabilities. Users can create and save complex searches for later use, perform a global search of the entire database, and easily retrieve specific information.

Data Import and Export: According to the vendor, users can import data from ACT!, GoldMine, Outlook, and Salesforce.com into SmartCompany CRM. The software also allows for exporting search results and reports to Excel or PDF for further analysis and sharing.

Convenient Access with SmartCompany Toolbar: SmartCompany CRM provides users with convenient access through the SmartCompany Toolbar, allowing for quick and easy access to the CRM system from within Microsoft Office applications.