SmartCRM is a CRM system designed to make sales more efficient and increase your company’s revenue.
It’s suitable for businesses of all types — from local stores to large service companies.
For managers, it’s a daily workspace with tasks and reminders that help them stay organised, never miss a call, and follow every step in the interaction with client. For executives, it provides a clear, data-driven view of sales through intuitive reports and analytics — enabling quick evaluation and informed decision-making.
Key Features
Sales Funnel Under Control
All deals are visible at a glance — you always know where a client has stalled and what actions are needed next. This helps managers move deals forward and increase conversion rates.
Unified Customer and Order Database
All inquiries, orders, and communication history are collected in one place. No more chaotic Excel spreadsheets — just an organised, structured system that helps you quickly find any client and close deals on time.
Automated Task Management
SmartCRM automatically generates personalised task lists for each manager — who to call, what to send, and when to follow up. Important calls and meetings are never forgotten again.
Complete Deal History
Every interaction with a client is recorded in their profile. You can always review the communication timeline and understand which actions led to successful (or unsuccessful) deal outcomes.
Integrations
No need to abandon your existing tools. SmartCRM supports multiple integrations — from Prom and Rozetka to WordPress, Wix, Fondy, and Nova Poshta. Everything operates in one system: convenient, fast, and efficient.
Analytics and Reporting
SmartCRM provides clear and easy-to-read reports. Managers and executives can instantly see team performance indicators and identify what needs to be done to improve results.
Use Cases
Service-Based Sales: Managers can handle dozens of calls daily, making CRM-telephony integration essential. During a call, they can instantly view the client’s entire history, easily offer relevant services, and never miss important details.
Online and Offline Stores: During promotions and sales, the number of orders can increase several times over. SmartCRM helps you manage all inquiries within a single sales funnel, track their status, and process orders on time — without chaos or lost customers.
Medical Centres and Clinics: When scheduling a patient, the system automatically creates a patient card containing all calls, visits, payments, and notes. Administrators can instantly access this information, ensuring personalised service.
Car Dealerships and Service Centers: SmartCRM records calls, service inquiries, and appointments. Managers see the complete customer history — from the first consultation to service.
Construction Companies and Travel Agencies: These industries also rely on SmartCRM for fast data access and personalised client management.
Advantages
- Increased Sales
A clear sales funnel, structured task list, and intuitive reports enable managers to close more deals — helping businesses grow revenue.
- Ease of Use
The interface is intuitive from the very first moments, even for those who have never used a CRM before. With minimal setup, you can start working the same day you connect.
- Reduced Client Loss
Automated reminders and deal tracking ensure that every inquiry is handled on time. No more missed inquiries — clients enjoy high-quality service.
- Cloud-Based Solution
Access from any device, without installation. Your team can work comfortably and efficiently, even when remote.
Support and bonuses
When connecting to SmartCRM, each client is guided by a personal manager who quickly configures the system according to the company’s needs and tasks, provides hands-on training, and remains available at every step — ensuring a smooth and pleasant start to using the platform.
User Experience
SmartCRM receives high praise from clients, as the system helps organise team workflows, manage deals without confusion, and stay focused on what matters most — sales.
Users note that the connection process is ‘fast, effortless, and extremely comfortable.’ For beginners, it’s described as a ‘real find’ — a super-comfortable platform with an intuitive interface and personal manager support at every stage. Clients especially value the team’s approach: ‘everything is clearly explained, communication is quick, pricing is fair,’ and ‘the manager is always in touch and attentive to every detail.’




