SmartCRM: Sales, Support & HR

SmartCRM puts your business in your pocket. Team members get the same real data as the web CRM; customers get a portal to see invoices, raise tickets and join meetings, all in the same app.

SELL
• Leads and deals by stage, with segments, sources and lead scoring
• Customers with history, documents, projects and payments
• Quotes, invoices and receipts; record payments and send reminders
• Click-to-call and WhatsApp from any record, with call logs and recordings

SUPPORT
• Tickets from WhatsApp, email, web chat and the portal in one queue
• Live chat takeover from the bot, with attachments and an AI assistant
• Knowledge base articles and CSAT

TALK
• WhatsApp inbox, templates, campaigns and devices
• Built-in dialer and softphone through your telephony provider
• Meetings with audio, video and screen sharing; invite on WhatsApp and email; booking pages and availability

WORK
• Attendance check-in with office and location rules, leaves, shifts, timesheets and payslips
• Team tasks, approvals, notes, reminders and projects
• Field visits with check-in and check-out
• Workforce Intelligence for HR and managers: attendance, activity, productivity, alerts and reports, with a privacy centre and consent for every employee, and a personal dashboard for each team member

CUSTOMER PORTAL
Your customers sign in to the same app to see their invoices, quotes and proposals, pay online, raise and track tickets, chat with support, book and join meetings and download shared files.

ASK CRM
Ask questions about your data by voice or text and get answers from your live records.

SmartCRM is for teams that already use the SmartCRM web application. Sign in with your work email or mobile number, or with the portal username your supplier gave you.

Permissions: camera and photos for attachments and attendance verification, microphone for calls and meetings, location only while checking in or on a field visit, notifications for reminders and alerts. Nothing is collected in the background.

Privacy policy: https://smartcrm.softurecsailabs.com/legal/privacy.html
Delete account: https://smartcrm.softurecsailabs.com/legal/delete-account.html
Support: info@softurecsailabs.com