Smarter CRM provides a unified dashboard to manage sales, automate workflows, and capture every client interaction. While integration with certain platforms may be less straightforward, its secure database and customizable pipelines help companies strengthen relationships and support sustainable growth across diverse markets.
Smarter CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Smarter CRM?
Smarter CRM is a cloud-based customer relationship management (CRM) solution tailored for small to medium-sized service-based businesses. Designed to streamline daily operations, it enables teams to manage leads, quotes, jobs, and invoicing from one centralized platform. The built-in calendar scheduling helps optimize job allocation, while automated follow-ups reduce missed opportunities. By simplifying administrative tasks and improving team coordination, Smarter CRM helps businesses boost productivity and maintain stronger customer relationships.
Smarter CRM Pricing
The Smarter CRM price structure offers flexible plans tailored to fit the needs and scale of growing businesses. Plans available are:
- Social: $99/month
- Grow: $154/month
- Master: $275/month
- Master Plus: $440/month
Disclaimer: The pricing is subject to change.
Smarter CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Square Online
- Paypal Software
- Wix Website Builder
- Venmo
- Stripe
- QuickBooks
Who Is Smarter CRM For?
The software caters to businesses operating in various industries and sectors, including:
- Real estate
- Healthcare
- Financial services
- Retail and e-commerce
- Manufacturing
- Consulting
Is Smarter CRM Right For You?
Are you looking for a CRM that streamlines your sales process and automates repetitive tasks to save time? Smarter CRM is an excellent choice for businesses aiming to boost efficiency and close more deals by eliminating manual follow-ups and managing multiple sales pipelines effortlessly.
With robust cloud security and scalable features, it supports business growth while protecting your valuable data. Its user-friendly automation tools make managing customer relationships simple and effective.
Still have questions about Smarter CRM? Call us at (661) 384-7070 for more details and personalized assistance.
Smarter CRM Features
Smarter CRM software offers a centralized dashboard feature that captures new leads as opportunities, giving businesses clear insight into lead sources and sales progress. Its customizable sales stages bolster pipeline transparency, enabling teams to track deals effectively and improve conversion management.
See How It WorksSmarter CRM provides insightful charts and reports on call activities, campaign effectiveness, appointment outcomes, and ROI metrics. These analytics enable users to identify trends and performance gaps, empowering data-driven decisions that optimize sales and marketing strategies, ultimately improving profitability and resource allocation across business units.
See How It WorksSmarter CRMs contact manager securely organizes all lead and customer information in a single, accessible database. This centralized system helps businesses maintain thorough client records, ensuring consistent communication and personalized service. It reduces the risk of lost information while supporting marketing segmentation and targeted outreach efforts.
See How It WorksUsers can design and manage multiple sales funnels tailored to different teams, products, or campaigns with this intuitive feature. It improves process clarity by visually mapping sales stages, streamlining pipeline management, and supporting scalable growth by accommodating complex sales workflows suited to evolving business needs.
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