Smart CRM Software Features

Find out how to boost your business with smart customer relationship management software.

Customer management

Centralize all information about your customers in a single software. Follow your appointment, quote in a few clicks.

Business management

Increase your sales by creating quotes and invoices easily. Follow the payments and follow up on your unpaid bills.

Project Management

Achieve your goals by organizing your work as a project. Improve the quality of your customer support and plan your work.

Manage Your Sales On The Go, Anytime Any Device. Get Access And Manage Important Reports, Customer Records, Proposals, Invoice, Payments And More.

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Customers and Leads Management

Never Miss A Business Opportunity Again

Customer
Management

Manage all your customer information in a single tool. Improve customer satisfaction and track customers history.

Leads
Management

Never miss a business opportunity again. Follow up with prospects easily with Smart Sales CRM.

Customer
Area

Create a secure space where your customers can view their invoices, download files, and make requests.

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Simplify Your Billing

Create proposals, estimates and invoices in just a few clicks

Proposals

No more hassle of proposals, boost your business without wasting time! A few clicks are all it takes to create the proposal and send it to your customer.

Estimates

No more paperwork, Create estimates in just a few clicks and send them to your customer by email. Save time and focus more on your core business.

Invoices

Create your invoices in just few clicks. Simplify your invoicing, get paid online easily and track your payments to increase your turnover.

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Project and Task Management

Organize your teams, follow the progress of your projects, save time and optimize your business performance

Track Projects

Your teams can track their projects, tasks, set deadlines, establish a schedule and gain productivity.

Assign Tasks

Assign tasks to your employees, set priorities and follow all the stages of their achievement.

Time Tracking

With time tracking tool you can easily monitor the time spent on each task, and on each project.

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Manage Your Customer Service

Receive customer requests directly in your integrated ticketing tool and organize your customer support.

Support Tickets

Receive customer requests directly in your integrated ticketing tool and organize your customer support.

Autoresponse

With Smart Sales CRM, send an auto-response to customers after they have just submitted a ticket.

Assign Tickets

With Smart Sales CRM, you can assign the ticket to your employees. Add notes and set reminders.

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Customer Area

Manage Customers Account Effectively

Document Sharing

Customers will be able to access the proposals, invoices and contracts. They can also accept / decline the estimates.

Customer Support

From the customer area, customers will be able to create new support request or complaint tickets.

Account Management

From the customer area, customers will be able to manage their profile and company details.

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Boost your sales, business management and customer service

All-in-One Smart Sales CRM Software

Product Management

Subscriptions

Expenses Management

Credit Notes

Online Payments

SMS Gateway

Contracts

Reminders

Announcements

Real Time Notifications

Timesheets

Activity Log

TODO List

Calendar

Knowledge Base

Events

Company Newsfeed

Surveys

Regardless of the size of your business, if you have clients or the need to manage relationships with customers, vendors, partners, suppliers, etc. You can benefit from our Customer Relationship Management System.

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Still not convinced?

Here are some more reasons why you should consider Smart Sales CRM for your business.

Save time and manage your business professionally to best meet each customer's needs. Our Smart CRM Software solution will allow you to be more productive.

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Reports

Backup

Smart Forms

Roles & Permissions

Media Library

Multi-language

Responsive Layout

Theme Styling

The Most Affordable Smart CRM Software

Tired of monthly software payments? Never pay monthly again. Smart Sales CRM is a most affordable self hosted Smart CRM Software. We’re offering a pay-once lifetime license of Smart CRM. Just pay once & forget about paying monthly/annual fees.