Customer Relationship Management Solution

 Ensure Efficient Monitoring of

Marketing, Sales and Support functions 

Drive on Straight Highway of Business Growth

SmartyCRM

Technologies and Platform , SmartyCRM build around

MarketingHelps in managing email

campaigns, leads and opportunities and assists in

nurturing leads and converting them into

opportunities

SalesHelps in managing sales

team and day to day sales efforts and activities. Build and manage sales funnel and helps in winning more

sales

SupportHelps in tracking customer interaction for support and manages support cases efficiently and manage

Knowledge Base and FAQ

For one-man marketing set-up to large organizations

Solution for Customer Relationship Management

Marketing - Targets and Leads Management

Comprehensive lead views Campaign tracking Bulk email campaigns Automatic lead capture Custom fields for Segmentation

Sales Opportunity Management and Funnel Analysis

Empower sales teams with tools that teach them more about customers, make them more efficient salespeople, and help them build lasting customer relationships from anywhere in the world

Customer Support and Satisfaction

Great customer service means staying on top of customer requests in various stages, across a number of channels.

Provide a great customer experience by using tools to aggregate and track all your requests, access and update them from anywhere, and to professionalize the face of your customer service organization

Available CRM Modules

Customer Interaction Management

Track every interaction with a target or a customer whether it is phone call, meeting, appointment etc. like who have interacted with whom and what was the outcome of the interaction and when will be the next interaction requires

CallsScheduleRemindTrackAuto Link

EmailsArchiveAuto LinkEmail TemplatesCampaign

MeetingsScheduleInviteRemindTrackAuto Link

Events Management

Plan Events, Conferences and Seminars etc. Manage Delegates from Targets Lists, Targets,

Contacts or Leads Send Invitation by email- Use Email Templates Track Responses - Acceptance /Decline

Product List and Catalogue Management

Maintain Product List – Categorize Manage Product Images, Cost , Prices etc Import in Bulk from other sources Auto Populate while preparing Quotes etc.

Quote / Proposal / Invoice Automation

Add Custom fields to insert contents in quotes and get exact format/content you want

Print as PDF or Send as email as pdf attachment

Convert to Invoice/ Opportunity/ Contact etc.

Automates quotation creation process from the details of leads/inquiries itself. One can rename it as proposal, bid, estimate etc. as per the prevailing practice in the organization

Automates Routine Documents Generation

Design any type of standardized documents to be be prepared for varied modules like Accounts , Contacts, Leads etc.

Generate documents with automated populated values in documents once you fill the desired information fields for the documents

Calendar and Task Management

Personal Calendar for every user

Shared Calendar for team activities

Workflow to Automate Routine Tasks

Automated work flow rules which are based on various parameters and/or happening of various action /changes in record/s related to different modules.

Customer Fill Enquiry Form on

web site

Auto Lead Creation and Rule base assignment

Add new lead in a target list based on certain values

Log a call or Create Task as

the need may be

Send Thank you email and Notification to

internal team members Plan maximum number of workflow to reduce data

entry and automate communication

A simple example every marketing department needs

Team , Roles and Access Management

Access mechanism for different type of users and groups ( teams) to ensure that every application user can access, add and modify data based on provided access rights only

Framework for Custom Modules Development

Facilitates to customize existing modules and build new modules based on business specific requirement to capture, manage and relate information

Time to act now…

Smarty Software Pvt. Ltd. , Mumbai- Indiawww.smartycrm.in www.smartysoft.in

Board line : 8080147411 , email: sales@smartysoft.in