Overview
Smart CRM simplifies customer query management with structured ticket workflows and smart email processing. While its focus is mainly on support operations, it provides strong reporting and admin tools for mid-sized teams. It's a great fit for organizations seeking better oversight and coordination in multi-department customer service environments.
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Starting Price
Custom
Smart CRM Specifications
Customer Service/Support
Customer Support Ticketing
Workflow Automation
Task Management
What Is Smart CRM?
Smart CRM by XS Infosol is a web-based help desk system designed to streamline customer support through a ticket-based model. Each customer inquiry is logged as a ticket, containing one or more messages exchanged between the customer and support representatives. Messages include author details, timestamps, text, and file attachments, offering a structured, email-like format. This system enables efficient tracking, management, and resolution of customer issues in chronological order.
Smart CRM Pricing
Smart CRM Integrations
Who Is Smart CRM For?
Smart CRM is ideal for a wide range of industries and sectors, including:
- Professional services
- Retail
- E-commerce
- IT
- Telecommunications
Is Smart CRM Right For You?
Smart CRM is ideal for businesses managing daily customer queries, coordinating remote support teams, or operating across multiple departments. It helps businesses that struggle with tracking conversations, assigning tasks efficiently, or keeping response times consistent across channels. The platform is built to streamline these processes, improve collaboration, and help support teams stay organized, responsive, and in control.
Still doubtful if Smart CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Smart CRM Features
Smart CRM helps support teams streamline case handling by using the specialized ‘Help Desk Work Fow Module’. It allows businesses to implement structured ticket progression, ensuring consistent service across all inquiries. It also supports automated steps for recurring processes, improving operational efficiency.
Managers can use this customizable dashboard to get a quick overview of tickets, reports, and system activity. This feature helps them monitor key performance indicators and manage support operations from a centralized location, saving time and enhancing decision-making.
This tool monitors email accounts and automatically converts messages into help desk tickets. It supports POP, IMAP, and Microsoft Exchange. It also enables technicians to complete tasks or update tickets via email using Smart Tags, ensuring faster resolution and less manual input.
Businesses can use this feature to generate both standard and customized reports with drill-down charts. It helps managers identify performance trends, uncover recurring issues, and conduct root cause analysis—ultimately enabling more informed service improvements.
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