Name: SmarterSoft
Author: SmarterSoft

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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Crowdtap

Document Locator

ColumbiaSoft

Frosmo

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Aras PLM

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SmarterSoft is a no-code SaaS web technology designed to facilitate the fast-building of business applications in the cloud. It aims to empower organizations of various sizes to efficiently manage their critical data and streamline workflows. SmarterSoft caters to a diverse range of professions and industries, including government agencies, nonprofit organizations, education institutions, social services organizations, and business enterprises.

## Key Features

**Data Collection & Program Portals**: According to the vendor, SmarterSoft allows users to collect data online through customizable forms, which eliminates the need for manual data entry and paper-based processes.

**Automated Workflows**: The platform automates workflows, enabling seamless data validation, approval processes, and notifications, as claimed by the vendor.

**Validation and Data Quality Control**: SmarterSoft includes built-in validation rules to ensure data accuracy and completeness, which the vendor states can reduce errors and improve data quality.

**Program-Specific Portals**: Users can create program-specific portals to collect and manage data for different programs or services, providing a tailored experience for each program, according to the vendor.

**Client, Case & Service Delivery Management**: SmarterSoft enables efficient management of client and case data, including tracking client information, case progress, and service delivery details, as claimed by the vendor.

**Service Delivery Tracking**: Users can record and track service delivery information, such as support provided, outcomes achieved, and resources utilized, according to the vendor.

**Customizable Workflows**: The platform allows users to design and implement customized workflows to match their specific business processes and requirements, as stated by the vendor.

**Reporting and Analytics**: SmarterSoft provides reporting and analytics capabilities, allowing users to generate real-time reports, visualize data, and gain insights into performance and outcomes, according to the vendor.

**Privacy Protection & Cyber Security**: The platform prioritizes data privacy and protection, implementing stringent security measures to safeguard sensitive information, as claimed by the vendor.

**Workflow Transformation & Data Management**: SmarterSoft enables organizations to transform their workflows, streamlining processes and improving efficiency, according to the vendor.

Causeview

Essentials

Impact

Empower

Neon CRM

SmarterSoft

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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Nonprofit CRM Software

SmarterSoft

Overview

What is SmarterSoft?