Smart Simple Online CRM

Clients timeline

It is a graphic design that shows a long bar labeled with dates with events related to a client in addition to actions taken by any member of your company with that client.

Client statement

Track a client’s balance and check if he paid everything in full or take a collection action when having a negative balance or a partial payment.

Notes

Enable your salespeople to write notes about calls or any other details that remind them with a piece of information related to a client that might be important.

Follow-up and tracking

Create a series of simple email reminder templates, which can be sent by the system at predetermined time. You do not have to send your clients payment requests manually.

SMS

Send automated SMS to your clients based on an industry-related event going, an inquiry that they are waiting for an answer on or information they need on a product.

Appointments

Schedule appointments on our system and receive alerts to remind you of an activity or a due payment that you might forget and must be performed.

Email templates

Help you create customized templates and a variety of visual designs you could use when sending an email to a customer.

Custom fields

You can create fields as new customized entries in a certain module. This customization helps you manage your business operations accurately.

Contacts management

Enable storing and finding contact details easily. This allows several people in a workgroup to access the same database of contacts.

Import & export

Give you options to import and export bulk of clients, products, and invoices. It facilitates adding more than one client. You can also export or import in Excel sheets.

Attachments and resources

Attach a file or refer to the resource relevant to the client's request. This increases your content marketing efficiency and helps get higher levels of customer satisfaction.

Assign to staff members

Help you assign a contact or a task to a relevant staff member and circulate staff duties as per each job description. Match tasks with job description for an optimal performance.

Activity log

Track your clients’ activities and identify logs to help you track the buyer's journey phases. Deliver the best content based on clients’ needs.

Clients geolocation

Help you check a customer's geographic location on google maps. Pinpoints locate your customers on any device used by you or one of your staff.