SmartCompany CRM Software


SmartCompany is a cloud-based customer relationship management (CRM) solution suited for small and midsize organizations. Primary features include account management, contact management, marketing automation, lead management, sales management, project management and reporting.

Other features include order management, document library, email system and accounting. The account and contact management module offers individual and shared calendar to users, task assignment and document attachment capabilities. It provides real-time information about gaps and order management redundancies. It provides an information manager that links information about clients, prospects, products, suppliers, resources and events.

The marketing automation feature allows users to create marketing campaigns, import leads, monitor campaign profitability and email management. The lead management feature allows users to import leads from lists or directly and assign them to sales representatives. It offers integration with Microsoft Outlook, ACT, Goldmine and Salesforce.

It is offered in a subscription pricing. Support is offered via email and demo videos.

Calendar and to-dos
Calendar and to-dos

Calendar and to-dos

Order tracking

Order tracking

Profitability report

Profitability report

Report

Report

Sales pipeline report

Sales pipeline report

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8