Smarty CRM features

Get all the tools you need for teamwork

General

Contacts
Notes
Projects
Service notes
Goals
Creating multiple workspaces
Linking objects
Grouping related objects
Visibilityof objects
Adding responsibles and observers
Notifications
Data security
Backup
Mobile apps on Android and iOS

Workspace Settings

Access rights
Areas of responsibility
Groups of employees
Object statistics
Filters
Templates in groups
Blocking and removing employees
Setting stage descriptions

Contacts

Setting up sales funnel: groups and stages
Importing and exporting contacts
Location
Contact card
Setting fields
Unlimited nesting of contacts in contacts
Archiving contacts
Recognition of business cards

Projects

Setting up project funnel: groups and stages
Time spent
Exporting projects
Location
Project card
Customizing fields
Unlimited nesting of projects in projects
Archiving projects

Goals

Deadlines
Unlimited nesting of goals in goals
Goal achievement percentage

Day Planner

Planning your day, week, month and year
Task priorities
Time and location in tasks
Recurring tasks

Files

Shared and personal files
Linking files to any number of objects

Processes

Creating service notes
Unlimited number of recipients
Service notes stages
Results of approval

Messages

Personal and group chats
Internal and external chats
Open and closed chats
Recent chats
Favorite chats
Search in chats
Channels
History of communication with clients on timeline
Favorite messages
Formatting text in messages
Tracking views
Reactions to messages
Creating tasks out of messages
Creating service notes out of messages
Message reminders
Linking to objects
Sending files and objects
Viewing all sent files in chats

Personal Profile

Statistics on time spent on projects
Setting up notifications

Other Features

Inserting photo and video in the description fields
Objects view: as a list, tiles, images, on the map
Search
Printing objects
Selecting multiple cards

Get to Know Smarty CRM

Smarty CRM is your company workspace.
Add transparency and efficiency to your work.

Start working
with Smarty CRM

Smarty CRM has over 60000 users in 180 countries.
See how Smarty CRM will help your business.
Try for free