Smarty CRM: organizer, chat
|PUBLICATION||DATE OF REVIEW||SCORE||REVIEW LINK|
|20 Mar 2019||8.3||
|14 Sep 2015||6.0||Read the review|
Web version: https://smartycrm.com
Free Smarty CRM is for all those who no longer wish to keep their information in notepads, on stickers or in Excel tables. Especially for directors, sales managers, recruiters, business coaches, HR-specialists, insurers and realtors.
Moreover the business application provides several rate plans: Basic, Start, Business and Profi. Free Basic Plan is good for indivudual work,others — for small, medium and large companies. Send invitations to your colleagues to work together with them.
SMARTY CRM FEATURES
The organizer has a tiled interface that streamlines customers by their status. How? The size of the cards indicates their importance (prioritized or ordinary). The color of the cards shows at what stage your relationships are (names of the stages can be changed to your liking).
The service can replace multiple applications (contact managers, notes, to-do lists, messengers, file storages). On one hand it is technologically close to light IT planner and on the other hand to CRM system, combining the advantages of both the programms.
Additionally the app allows you to work without access to the Web. It helps when there is no Wi-Fi or you have no desire to pay for mobile Internet. It is convenient when you are traveling in transport or standing in line: it is always possible to outline a daily plan or record some arguments for upcoming negotiations.
These features will make your work enjoyable, easy and productive.
BASIC FUNCTIONALITY OF SMARTY CRM
The organizer increases user’s effectiveness, managing personal and business data. It consists of 5 modules:
★ Contacts. In Smarty CRM you create cards with the contacts of people you get aquainted with (customers, friends, relatives).
★ Notes. Easy control enables you to create quick notes. Voice input possible.
★ Goals. The organizer arranges them according to the principle of nested sub-goals and allows you to mark progress. Nesting is unlimited.
★ Day planner. Suitable for operational planning. The section includes a calendar, tasks, and memos to create to-do lists and set priorities.
★ Files. Smarty CRM stores important materials (documents, images, video and audio). They are available at any time.
All the elements are interconnected, making the navigation process easier.
In addition the app runs сhat. Use our messenger to communicate with other users in real time mode.
The organizer also allows to:
— exchange messages and files between users in a live chat;
— import and export data (via the web version or notebook);
— see your contacts tied up to the map.
Web version of Smarty CRM: https://smartycrm.com
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