Make every customer feel like your only customer.
SmartCompany's powerful contact manager links to every other module
in the system, providing an ongoing record of every interaction you've ever had with
your customers. Imagine being able to call a customer armed with the historical knowledge
of everything you've quoted them and everything they've bought — plus all the
emails, phone calls, documents, service issues, appointments, follow-up tasks, and notes that have accumulated
during the course of your relationship. You'll be able to provide that invaluable personal touch that cements
Manage complex relationships.
SmartCompany tracks accounts (companies) and contacts
(the people who work at those companies. This gives you the ability to track your interactions with companies and
individuals at the appropriate level. You can also track hierarchical corporate structures
through the use of parent accounts.
Give special attention to neglected accounts.
With just two mouse clicks you can bring up a list of neglected accounts — the ones who
haven't been contacted by anyone in your company lately. In less than
one minute you can be on the phone with them, rebuilding old relationships.
Hide your personal contacts from others
When you create an account or contact, you can optionally mark it as Private so it won't
be visible to other users in your company. Perfect for storing information about relatives
and other personal contacts.