SmartCompany CRM logo

SmartCompany CRM

by SmartCompany · Since 2003
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ActiveAvailable globallyCloud
Quick facts
VendorSmartCompany
Year launched2003
StatusActive
LocationCorporate Headquarters SmartCompany, Inc. 3990 South Lipan Street Englewood, CO 80110
Countries servedGlobal
Languages9
Integrations1+
Free tierN/A
Free trialYES
Contact salesYES

About SmartCompany CRM

SmartCompany CRM is a customer relationship management software from SmartCompany that supports business operations. It provides contact management, sales tracking, and reporting tools so businesses can manage customer interactions effectively. This platform is designed to help users maintain organized records of customer data and monitor sales activities efficiently. SmartCompany CRM also includes automation features to facilitate routine tasks and analytics capabilities for insight into sales performance. Key capabilities: contact management sales tracking reporting tools automation features analytics Best for: businesses and sales teams that need a reliable system for managing customer relationships and improving sales processes.

SmartCompany CRM is a streamlined, user-friendly customer relationship management tool tailored specifically for small businesses. Its core philosophy emphasizes simplicity, with attractive, easy-to-navigate screens that make onboarding quick and intuitive. This simplicity reduces user resistance often associated with complex CRMs, promoting high adoption rates. The system allows fast setup through a Data Import Wizard, enabling businesses to migrate existing data from Outlook, ACT, GoldMine, or Salesforce quickly and efficiently. Its plug-and-play approach ensures that companies can start using the software immediately, gaining valuable insights into their pipeline and customer relationships from day one. The platform offers basic but essential CRM functionalities, focusing on ease of use rather than overwhelming customization. Its clean interface encourages daily engagement, supporting activities like pipeline management, workload distribution, and sales forecasting. Users benefit from excellent support, including free email and phone assistance, alongside comprehensive resources to aid in smooth implementation. The system is compatible across devices and browsers, ensuring remote access and flexibility—an essential for modern small businesses.

Pros & Cons

Pros
  • Extremely user-friendly
  • Rapid deployment
  • Seamless data import from multiple sources
  • No over-complication, easy to adopt
Cons
  • Pricing details not specified
  • Limited advanced customization options
  • Might lack complex automation features
  • Focused on small business needs only
  • Limited integration options beyond the listed sources

Features

Key features

Quick Setup & Data Import – Import existing customer data easily from Outlook, ACT, GoldMine, or Salesforce.com using the Data Import Wizard.
User-Friendly Interface – Attractive and simple screens designed for quick mastery and ease of daily use.
No Over-Complex Customization – Offers enough flexibility without overwhelming customization options, reducing complexity.
Free 30-Day Trial – Risk-free trial period to test the system’s benefits before committing.
Excellent Support – Offers free email and telephone support to ensure smooth onboarding and ongoing use.
Fast Deployment – Designed for rapid implementation to help businesses start seeing benefits immediately.
Manage Pipeline & Forecasting – Improve sales management by viewing pipelines and forecasting accurately.

Additional features

Intuitive Dashboard – Central dashboard for quick insights on customer info and sales pipeline.
Data Import Wizard – Seamless data migration from popular CRM/databases.
Easy-to-Use Screens – Simple, attractive designs to promote user engagement.
Customer Data Management – Maintains detailed customer profiles and interaction history.
Sales Pipeline Tracking – Visualize and manage sales processes efficiently.
Workload Management – Allocate tasks and track team activities easily.
Forecasting – View accurate sales forecasts for better planning.
Support Resources – Free email and phone support for onboarding and troubleshooting.
Free Trial – 30-day risk-free test period to assess the system.
Quick Implementation – Minimal setup time for immediate benefits.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
9
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇯🇵JPY🇨🇦CAD🇨🇭CHF🇨🇳CNY🇷🇺RUB

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