Go beyond standard CRM softwares. Have the software adopt to your CRM processes instead of having to adopt the processes to the software.

Smart Processes CRM gives you that freedom. 

Smart Processes CRM come with the most common functionality to manage your customers, already configured. Additionally, being built on top of Smart Processes platform gives you the flexibility to personalize your CRM processes.   Depending on your business, you can add thematic processes that deliver your business value within the CRM platform.

A few examples below provide an introduction, yet not an exhaustive list of use cases.

• Financial institutions could build within the CRM processes such as customer landing, loan origination, prescreening etc., 

• Legal firms built directly in the CRM processes delivering their business value, such as consultancies, administrative cases, court cases etc.

• Auditing and certification companies built within the CRM processes of the audits, deliverables, certifications etc.

• Consultancy Companies add projects, work packages, tasks, costs, resources, meetings, workshops etc.