This document summarizes the features and capabilities of SmartyCRM, a customer relationship management solution. SmartyCRM helps users manage marketing, sales, and support functions through modules that allow users to track leads and opportunities, manage sales teams and funnels, provide customer support, automate documents and workflows, and customize the system. It provides features for lead management, sales opportunity tracking, customer service, product catalogues, quotes and invoices, calendars and tasks, and access management. The solution aims to help both small businesses and large organizations efficiently monitor all customer relationship activities.

1. Drive on Straight Highway of Business Growth
SmartyCRM
Ensure Efficient Monitoring of
Marketing, Sales and Support functions
Technologies and Platform , SmartyCRM build around
Customer Relationship Management Solution

2. Solution for Customer Relationship Management
Marketing
Helps in managing email
campaigns, leads and
opportunities and assists in
nurturing leads and
converting them into
opportunities
Sales
Helps in managing sales
team and day to day sales
efforts and activities. Build
and manage sales funnel
and helps in winning more
sales
Support
Helps in tracking customer
interaction for support and
manages support cases
efficiently and manage
Knowledge Base and FAQ
For one-man marketing set-up to large organizations

3. Marketing - Targets and Leads Management
 Comprehensive lead views
 Campaign tracking
 Bulk email campaigns
 Automatic lead capture
 Custom fields for Segmentation

4. Sales Opportunity Management and Funnel Analysis
Empower sales teams with tools that
teach them more about customers, make
them more efficient salespeople, and
help them build lasting customer
relationships from anywhere in the world

5. Customer Support and Satisfaction
Great customer service
means staying on top of
customer requests in
various stages, across a
number of channels.
Provide a great customer experience by
using tools to aggregate and track all
your requests, access and update them
from anywhere, and to professionalize
the face of your customer service
organization

6. Available CRM Modules

7. Customer Interaction Management
Track every interaction with a target or a customer whether
it is phone call, meeting, appointment etc. like who have
interacted with whom and what was the outcome of the
interaction and when will be the next interaction requires
Calls
Schedule
Remind
Track
Auto Link
Emails
Archive
Auto Link
Email Templates
Campaign
Meetings
Schedule
Invite
Remind
Track
Auto Link

8. Events Management
 Plan Events, Conferences and Seminars etc.
 Manage Delegates from Targets Lists, Targets,
Contacts or Leads
 Send Invitation by email- Use Email Templates
 Track Responses - Acceptance /Decline

9. Product List and Catalogue Management
 Maintain Product List – Categorize
 Manage Product Images, Cost , Prices etc
 Import in Bulk from other sources
 Auto Populate while preparing Quotes etc.

10. Quote / Proposal / Invoice Automation
Automates quotation creation process from the details of leads/inquiries
itself. One can rename it as proposal, bid, estimate etc. as per the
prevailing practice in the organization
Add Custom fields to insert contents in
quotes and get exact format/content you want
Print as PDF or Send as email as pdf
attachment
Convert to Invoice/ Opportunity/ Contact etc.

11. Automates Routine Documents Generation
Design any type of standardized documents to be be prepared for varied
modules like Accounts , Contacts, Leads etc.
Generate documents with automated populated values in documents once you
fill the desired information fields for the documents

12. Calendar and Task Management
Personal Calendar for every user
Shared Calendar for team activities

13. Workflow to Automate Routine Tasks
Automated work flow rules which are based on various parameters and/or
happening of various action /changes in record/s related to different modules.
A simple example every marketing department needs
Customer Fill Enquiry
Form on web site
Auto Lead Creation
and Rule base
assignment
Add new lead in a
target list based on
certain values
Log a call or Create
Task as the need may
be
Send Thank you email
and Notification to
internal team
members
Plan maximum number of workflow to reduce data
entry and automate communication

14. Team , Roles and Access Management
Access mechanism
for different type of
users and groups (
teams) to ensure that
every application
user can access, add
and modify data
based on provided
access rights only

15. Framework for Custom Modules Development
Facilitates to customize
existing modules and build
new modules based on
business specific requirement
to capture, manage and
relate information

16. Time to act now…
Smarty Software Pvt. Ltd. , Mumbai- India
www.smartycrm.in www.smartysoft.in
Board line : 8080147411 , email: sales@smartysoft.in