Key to success

Management of addresses and contacts as well as categorization and classification
View of multilevel company hierarchies, mapping of the relationships
Documentation of all activities and assignment to conversations

The most important information on the individual start screen with various search functions
Display of the personal favorites and other views
Individually expandable

Document management
Integration of Microsoft Office: creation of documents directly from SMARTCRM
Use of document templates for a uniform appearance

Documentation of campaigns with approval processes
Comparison of planned budget and real costs
Design of mailing lists and sending of personalized mailings
Evaluations of the impact

Import of vcf contacts per drag & drop

Reading of imprints

Reading of signatures

Duplicate check

Scheduling and task management
Reminders and deadlines
Calendar views
Direct link to address, contact, activity
Resource planning

Automatic forwarding of tasks and information in case of substitution

Extensive access rights management
Assignment of access rights for departments, teams and individual employees

Caller ID
Display of caller information

Integration of Microsoft Office
Creation of Word and Excel documents directly from SMARTCRM and subsequent storage in the CRM system

Import of incoming e-mails
E-mail sending from SMARTCRM

Optional:

Interface connection to the online media monitoring tool Echobot Connect

Transfer of an address from SMARTCRM to Dealfront per click