Customer Relationship Management
Smart Processes CRM Standard: All-in-One Solution for Managing Customer Relationships
Smart Processes CRM Standard is a comprehensive, fully functional CRM solution designed to provide everything you need to manage your customer relationships from day one. Packed with essential modules and features, it helps businesses streamline customer interactions, drive sales, and improve service management, all in one platform.
Key Features of Smart Processes CRM Standard
Customer Base Management - Organize and manage your entire customer base in one centralized location. Keep track of customer profiles, segmentation, and interaction history to ensure targeted and personalized communication with each client.
Accounts (Organizations) - Manage your business accounts effectively by storing and organizing company-specific details, such as industry, location, and key contacts. Easily access information for all organizations you work with, making it simpler to track interactions and business opportunities.
Contacts (People) - Maintain a comprehensive database of individual contacts within your organization accounts. Record essential contact details, communication history, and notes on preferences, ensuring you never miss an opportunity to engage meaningfully.
Sales and Leads - Capture and track leads through their entire journey, from initial contact to conversion. Manage lead sources, statuses, and relevant information, enabling your sales team to stay organized and focused on the most promising opportunities.
Opportunities - Monitor your sales pipeline by tracking opportunities at various stages. With real-time updates, you can identify bottlenecks and allocate resources effectively to close deals faster.
Quotes and Sales Orders - Easily generate professional quotes and manage sales orders directly within the CRM. This feature allows for quick pricing, product selection, and order confirmation, making the sales process smooth and efficient.
Invoices and Campaigns - Create and manage invoices, keeping track of payment statuses, due dates, and amounts. Additionally, run marketing campaigns within the CRM, segmenting your customer base and automating follow-ups to increase engagement and drive sales.
Projects, Tasks, and Milestones - Manage customer-related projects with ease. Track the progress of ongoing projects, assign tasks to team members, and set clear milestones for deadlines and deliverables. Stay on top of project performance and ensure timely completion.
Inventory, Products, and Services - Manage your product and service catalog directly within the CRM. Keep track of inventory levels, manage stock, and easily associate products and services with customer accounts, sales orders, and projects.
Documents and Activities - Organize important documents such as contracts, proposals, and communications within the CRM. All activity logs, including emails, meetings, and calls, are stored for easy reference and follow-up, ensuring complete transparency and record-keeping.
Meetings, Workshops, and Support - Schedule and track meetings and workshops, capturing details and outcomes. Additionally, manage customer support requests, ensuring issues are addressed promptly. Assign service tickets, track resolution status, and maintain a history of customer support interactions.
Service Contracts and Tickets - Manage service contracts and automate ticketing for support cases. Track service-level agreements (SLAs), set renewal reminders, and monitor ticket resolution to ensure quality customer support.
Unlock Your Business’s Full Potential
With Smart Processes CRM Standard, businesses can eliminate inefficiencies, improve customer relationships, and streamline processes across departments. Whether you’re managing sales, support, or projects, all essential tools are integrated into one powerful platform. Tailor the system to your specific needs and scale as your business grows.
Get started today with Smart Processes CRM Standard and experience how a fully integrated CRM solution can transform your business operations and customer engagement.
Learn more on our solutions by function.
The section below describes in more details each of the solution components.
