
CRM
A Complete Customer Relationship Management Platform
Smarter Relationships. Faster Growth. Better Results.
SmartConnect CRM is an all-in-one customer management solution designed to streamline sales, enhance customer service, and drive business growth. From lead capture to loyalty management, our platform helps businesses build stronger relationships while optimizing every customer interaction.
Key Features & Capabilities
Lead Management
- Centralized lead capture from all channels.
- Automated lead scoring and prioritization.
- Visual sales pipeline tracking.
- Lead assignment and follow-up reminders.
Contact & Account Management
- 360° customer profiles with interaction history.
- Relationship mapping (hierarchies/groups).
- Custom tags and segmentation.
- Bulk contact import/export.
Sales Automation
- Opportunity tracking with win probability.
- Quote and proposal generation.
- Email templates and sequences.
- Sales forecasting and reporting.
Customer Service
- Case/ticket management system.
- Knowledge base integration.
- SLA and escalation rules.
- Customer satisfaction surveys.
Activity Management
- Shared team calendar.
- Meeting scheduling.
- Call logging and recording.
- Task assignment and tracking.
Analytics and Reporting
- Custom dashboard builder.
- Real-time sales performance metrics.
- Conversion rate tracking.
- Exportable reports (PDF/Excel/CSV).
Mobile and Remote Access
- Full-featured mobile apps (iOS/Android).
- Offline access with cloud sync.
- Location-based services.
- Mobile document signing.
Integrations and API
- Email (Gmail/Outlook) integration.
- Calendar sync (Google/Office 365).
- Payment gateway connections.
- 1000+ apps via Zapier.
Security and Admin
- Role-based permissions.
- Data encryption (in transit/at rest).
- Audit logs and version history.
- GDPR/CCPA compliance tools.
AI-Powered Insights
- Predictive lead scoring.
- Next-best-action recommendations.
- Sentiment analysis.
- Churn risk alerts.
Trusted by Businesses Worldwide
CRM helps you:
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