The Smart CRM
What is The Smart CRM?
Additionally, you can streamline your sales tasks and notes for a cohesive workflow.
Manage your contacts with our advanced search, notes, and tasks. Easily add your contacts manually or import automatically from web forms, LinkedIn, and other sources.
Organising workflow while saving time...
The system allows you to visualise the sales funnel, which allows you to focus on the key stages of the sales process.
In one tool, you can actively manage your sales funnel, but also efficiently implement your marketing and sales strategy and streamline the work of your salespeople.
structuring your efforts...
Every lead is carefully monitored. You can precisely determine the value of a lead, analyse its behaviour, the marketing consents given and divide target groups in terms of their placement in the sales funnel.
And with the ability to create notes and tasks, your salespeople's work will be consistent and structured.
...and helping you allocate your resources in the best way possible.
You can manage your contacts through an advanced search, notes and tasks. You will also find communication history and other important information on the contact card.
By assigning contacts and companies to the various stages of the process, you can easily monitor its fluidity and eliminate bottlenecks. Additionally, by assigning values to contacts (CLV), you can assess at which stage the greatest benefits are found.
- Smart Processes - controlling the flow of leads and lead portfolio
- fully integrated with the built-in email automation and Smart LinkedIn module
- detailed information per contact and company
- group up your contacts and companies based on different approaches
- a detailed history of each step in each smart process you set
- easy to use notes per contact and company
- assignable tasks to your co-workers
- permissions per user
- statistics
- deliverability statuses
- easily assignable CLV so you know where your money is
Free B2B Lead Generation Course as a gift
We have compiled years of our experience in a nutshell, and created a series of lessons that help our clients become familiar with the best practices for B2B Lead Generation on LinkedIn.
After signing up you will receive access to the lessons twice a week. Each lesson takes only 5-10 minutes of your valuable time.
