Smarter CRM

Smarter CRM is an online CRM tool designed to provide small and medium-sized businesses with a user-friendly and intuitive solution. According to the vendor, this software aims to streamline workflows and enhance productivity for sales, marketing, and customer service teams, as well as small business owners and professional service providers. It targets companies with 1-99 users and offers a range of key features for comprehensive customer management.

Key Features

Easy-to-use Interface: According to the vendor, Smarter CRM offers a user-friendly and intuitive interface that allows users to access customer information on a single screen without extensive training or technical expertise.

Online Hosting: Smarter CRM is hosted online (SaaS), eliminating the need for users to worry about hosting or server maintenance. The vendor claims that users can access the system from anywhere in the world with an internet connection, ensuring quick and easy updates without disruptions.

Comprehensive Customer Overview: According to the vendor, Smarter CRM provides users with a comprehensive overview of customer data, contact persons, notes, and activities. This feature aims to streamline workflows and improve organization.

Activity Management: Smarter CRM offers a clear overview of daily activities, including upcoming, overdue, and completed tasks. Users can easily edit and add notes to activities, ensuring important information is recorded and easily accessible. The vendor states that the system's use of .Net AJAX technology enables quick loading of activities without refreshing the entire page, resulting in faster response times.

Intuitive Usage: Smarter CRM is designed with simplicity in mind, removing unnecessary features that are rarely used by the majority of users. According to the vendor, this design allows for easy navigation and data input without extensive training or support. However, the vendor recommends watching the instructional videos for a quicker start.