Add leads, track pipelines, and close deals faster with visual sales workflows. Use embedded web forms to automatically capture leads from your website. Stay organized with smart follow-ups, scheduled reminders, and a full client history in one view.
Skyrocket your sales with an effective lead management tool. Determine the value of leads and develop promising leads with ease. Get clearer action plans and make smarter and well-informed decisions.
Expand your business to every nook and cranny of the world. Communicate efficiently with your users in the language that they understand. Utilize a multilingual lead management tool that lets you generate payment in various currencies.
Save money and manage your time effectively to improve your business productivity. Automate your lead management and start closing more deals and making more sales on autopilot.
Create custom design fields for your products, deals, and users. Easily manage and customize your dashboard to suit your needs. Make your invoices unique by accessing an efficient color palette and choosing from 10 attractive pdf templates.
A management tool to maintain precision in lead management. Using this proficient tool you can manage the visibility of your leads at different stages of the pipeline.
Manage your clients, users, and deals from anywhere, and from a single tab. Access a wide range of features, get a graphical representation of your data, and make informed decisions.
Create and manage multiple users for various deals. Assign different roles to them and control their access levels. Upgrade permissions on the go and easily seal deals.
Easily measure every aspect of your business from an intuitive interface. Generate insights that lead to more effective sales, and manage your leads and deals with a smooth drag-and-drop system.
Manage deals with an easy drag-and-drop system. Easily relocate the deals to various stages through the Kanban board system.
Get an actionable analysis of all your leads, deals, users, invoices, and products - in one interactive dashboard. Create and implement effective business plans, set a maximum number of deals, payment options and do so much more.
With the Smartify mobile app, your entire CRM is accessible on the go—from sales meetings to site visits. The Smartify Insight AI recommends follow-ups, highlights trends, and helps you focus on high-value opportunities. Fully integrated with accounting, project, and HR modules for unified operations.
Access over Premium Add-ons for Accounting, HR, Payments, Leads, Communication, Management, and more, all in one place!
Find answers to common questions about our Customer Relationship Management module.
Smartify CRM provides a complete lead management system that captures leads from multiple sources, qualifies them with customizable scoring, nurtures them through automated campaigns, and tracks their progression through your sales pipeline.
Yes, you can create and customize multiple sales pipelines with unique stages that reflect your specific sales processes, whether you're selling products, services, or both.
Absolutely. Our mobile app gives you access to your complete customer database, allows you to log calls and meetings, update opportunities, and stay connected to your sales activities from anywhere.
Smartify CRM seamlessly connects with other modules like Accounting (for invoicing and payments), Project Management (for service delivery), and Email Marketing (for campaigns), creating a unified workflow across your entire business.
Yes, Smartify CRM includes web form builders and integration capabilities that allow you to capture leads directly from your website, landing pages, and social media campaigns.
Yes, our CRM leverages artificial intelligence to analyze your sales data, identify patterns, recommend next best actions, predict deal outcomes, and help you focus on the most promising opportunities.
With Smartify ERP, you can conveniently manage all your business functions from a single location.
