How to Choose the Perfect CRM for Your Business
Download this guide now and discover how to choose the perfect CRM for your business!
One CRM to map each step of your sales and marketing strategy and automate those time-consuming, repetitive tasks such as email follow-ups, sales campaigns, and invoicing. With our proven method, you can nurture leads, scale personal relationships with clients, and do so much more.
And it's reasonably priced and easy to upgrade as your business grows.
You can create multiple calendars for the various scenarios you might need within your business.
You might need a calendar with a set time availability with preset time slots for qualifying or audits and the like.
Another calendar could be suited to qualified prospects that get assigned to you, or a team member for presentations, or onsite visits or consults. The point being, unlimited calendars.
Unlimited PipelinesThis is another core success of Smarter CRM, not limiting your sales to just one pipeline.
You can create as many Sales Pipeline dashboards as you'd like so that you can SEE and TRACK your sales processes and sales funnels at all times.
You might have different products, or situations where a variation within a sales pipeline would be invaluable.
Live Chat WidgetA chat widget is a little box that you can install on the bottom corner of your website so that your visitors can get instant and fast support from you and your team, which makes it easier to connect with your customers in real time and make sales.
This is a fabulous way to engage your website visitors and capture their info.
Opportunities & Sales PagesEvery lead becomes a new Opportunity front and center in the Smarter CRM dashboard.
This now becomes your big picture overview of how many leads are coming in and from what source.
Once your leads are feeding into the dashboard you can create as many Stages as you'd like so that you can SEE where they are at all times in the sales cycle while moving them from stage to stage accordingly.
Advance AnalyticsTrack everything, in easy to read and understand charts, need to easily know your ROI right?
Call reporting, opportunities to closing, clicks per campaign, source reports, appointment reports.
Even Google Ads, Facebook Ads, conversions, all in one portal.
Funnel Builder​This is a BIG ONE... Funnel builders can range from $50 per month to $300 per month these days.
You now NO LONGER need any of them.
There is a robust Sales Funnel Builder right inside your Smarter CRM dashboard and you get unlimited Funnels!
Contact ManagerEvery lead or prospect that comes into Smarter CRM is stored neatly with all the contact information intact for flawless management of the relationship from lead to prospect to customer.
Your database is the sum value of your business, now and into the future.
Remember, speed-to-lead is everything.
- If you don't respond within the first 5 minutes, the odds of connecting with the lead and qualifying them drop 80%.
- Responding to leads within the first minute increases conversions by 391%.
- A whopping 30% of leads go to your competitors if you don’t respond quickly enough.
Build Your Lead Machine
All the tools you need in one platform without having to duct-tape multiple platforms together!
Capture leads
Use forms, surveys, calendars, inbound phone calls and other tools to capture and collect leads, and organise them to suit your needs.
Nurture them
Automatically message leads via emails, voicemail, calls, SMS, Facebook Messenger and more so they know, like and trust you.
Close them
Use our built-in tools to schedule appointments, sign up new clients, collect payments and track analytics.
An Easy-to-Use Automation Machine
Capture New Leads
Smarter CRM is designed for start-ups, solo operators, corporate and professionals. Simple to use for start-ups, yet sophisticated for high-level businesses.
- Create funnels and pipelines
- Drag-n-drop surveys and forms
- Online bookings
Nurture Leads Into Customers
The backbone is what you're able to accomplish after you capture the lead. Take your business to the next level with automation and follow-ups.
- Automated nurture campaigns
- Create multi-channel campaigns
- 2-way communication any device
Close More Deals
Build sophisticated workflows so your lead-to-close ratio is next level. Track the outcomes with an easy-to-read report dashboard.
- Manage workflows and pipelines
- Collect customer payments
- Track through a simple dashboard
Contact Manager
Each lead or prospect that comes into Smarter CRM is stored neatly with their contact details intact for flawless management of the relationship from lead to prospect to customer.
Your database is the sum value of your business, now and into the future.
Conversations Page
Every contact your make with a new lead kickstarts as a Conversation.
This facet is the cornerstone success of Smarter CRM, making it so simple to respond quickly and easily to new business. This means no missed opportunities!
Each conversation source is tracked with a simple icon showing whether it was through Facebook, Web Chat or other source.
Opportunities & Sales Stages
Each lead becomes a new Opportunity front and center in the Smarter CRM dashboard.
This now becomes your big picture overview of how many leads are coming in and from what source.
Once your leads are feeding into the dashboard, you can create as many Stages as you like so that you can see where they are at all times in the sales cycle while moving them from stage to stage accordingly.
Unlimited Sales Pipelines
This is another core success of Smarter CRM, not limiting your sales to just one pipeline.
You can create as many Sales Pipeline dashboards as you like so that you can see and track recent activities, your sales processes and sales funnels at all times.
Perfect when you have different products, or situations where a variation within a sales pipeline would be invaluable.
Funnel Builder
​This is a big one because usually you'd need to buy a separate funnel builder at about $50 to $300 per month.
Not anymore! You no longer need any of them because your Smarter CRM dashboard comes with its own robust Sales Funnel Builder with unlimited funnels!
Fully Automated Booking
Your prospects or clients can instantly book calls or sessions on your new Smarter CRM calendar tool.
Meaning no need for an external calendar subscription service, and the best part is the data is all in one place — your Smarter CRM.
This can be displayed on a calendar page on your website, making it easier for clients and yourself, no going back and forth setting up meet times. The bonus is it's more web traffic for you, and that's always a good thing.
Unlimited Calendars
You can create multiple calendars for the various scenarios you need in your business.
You might need a calendar with a set time availability with preset time slots for qualifying or audits and the like.
You might also need a calendar for qualified prospects that get assigned to you or a member of your team for presentations, or to book onsite visits or consults. The point being, unlimited calendars.
Automation & Workflows
Automate repetitive tasks and save time and money with tools that make admin, sales and marketing tasks seamless.
Drag-n-drop, very visual, easy to use, customisable and in real time.
Web Chat Widget
A chat widget is a little box that you can install on the bottom corner of your website so visitors can get instant and fast support from you and your team, which makes it easier to connect with your customers in real time and make sales.
This is a fabulous way to engage your website visitors and capture their info.
Email Marketing
The easiest people to do business with? Those you already have a relationship with!
Plus, email marketing is the most cost-effective way to communicate, and when you can tailor that with personalisation ("Hey Bob"), and on point, the emails resonate with your clients and your response rate will be stellar.
Two-Way SMS Marketing
The SMS tools available in Smarter CRM are cutting edge, and there's no need to pay for an external SMS service.
Reply instantly via SMS when someone sends a message through your web chat, or SMS your check-ins to make sure a prospect has received your email. This level of personalisation takes that relationship marketing to the next level of care factor.
Reputation Management
We all know the value of Google Reviews, so imagine a system that can send instant review requests, via a branded SMS or email, and then easily track responses for a follow-up if required.
Your reviews online will go through the roof!
Then there's the widget to display these reviews automatically on your website. That's marketing gold!
Social Media Planner
Through our built-in Social Media Planner, you can publish directly to Facebook, Instagram and Google My Business.
One post, scheduled in advance and posted out to 3 social platforms (and more coming).
That is just best use of time, effort and smart leverage.
Surveys and Forms
Convert all your web forms to Smarter CRM forms so all enquiries are automatically entered as leads in your new CRM. Makes sense, right?
Tag them, categorise them, easily set up opportunities, add to a campaign or workflow.
Or survey your clients, find out more about their needs and wants. Whatever you need to do, it all done from within your new CRM.
Advanced Analytics
Track everything in easy-to-read and easy-to-understand charts to quickly view your ROI.
Call reporting, opportunities to closing, clicks per campaign, source reports, appointment reports.
Even Google Ads, Facebook Ads, conversions... all in one portal.
Membership Areas
Create a thriving community for your agency or for your clients by using the Membership Platform.
Get access to full-featured course management where you can build full courses with unlimited video hosting and unlimited users.
Ecommerce & Getting Paid
No need to leave your Smarter CRM to invoice and collect. You can do the following and more through Stripe invoicing and payments:
- Invoices
- One-time payments
- Recurring payments
- Faster payments
- Order forms
- Secure checkout pages
Manage Your Entire Pipeline on the Mobile APP
Support, Resources & Tools
We're striving to offer the best possible support to our business owners. We have a Support Portal with a knowledgebase, tutorials, and support team.
Plus, our head office is in Australia and so we understand the way Australians do business, and the anti-spam laws and privacy laws relevant to using CRM for sales and marketing.
Smarter CRM is therefore designed and supported by an Australian-based team for Australian-based businesses!
Join The Movement
We built Smarter CRM after 15 years building and delivering successful smarter websites for clients.
Our clients next big hurdle was the frustrations in finding the right CRM. They had tried many, yet couldn't find an all-in-one CRM for all the leads coming through their new high-performing websites.
They also wanted an easier way to communicate and provide a more personalised customer service to their existing clients.
We understood their frustration, because we were in the same boat. That's when we decided that we should design a CRM that can do everything they were asking.
Let us show you what Smarter CRM can do.
All the tools you need in one platform without duct-taping multiple platforms together!
Features
Other Tools
Smarter CRM
Email Marketing
$99/ month
SMS Marketing
$99/ month
Unlimited Sales Funnel
$297/ month
Website Builder
$29/ month
Call Tracking
$95/ month
Surveys & Forms
$49/ month
Booking & Appointments
$29/ month
CRM & Pipeline Management
$99/ month
White Labeled Desktop APP
$99/ month
Tracking & Analytics
$49/ month
Memberships/Courses
$159/ month
Reputation Management
$299/ month
Overall Price
Other Tools
$1,400+
Monthly
Smarter CRM
$99 - $275
Monthly
Smarter CRM Integrates Nicely With...
What Clients Asked About Smarter CRM
Is this a lock-in CRM contract?
No, you can opt out anytime but we do ask for a polite 30 days full notice.
We also insist that any outstanding payments, extra SMS usage, and so on that are due are paid in full. Can't get any fairer than that.
We endeavour to help you get full use of Smarter CRM so the return on investment is so great you'll never want to leave 🙂
What's the best CRM?
How does Smarter CRM compare to the top 4 CRMs?
Is it secure, does it use a secure login?
How can a CRM help my business?
Can I self-manage my CRM?
What reporting tools does the CRM offer?
Easier Work Days Start Here
Smarter CRM helps you deliver a faster, personalised customer service where you can predict clients’ preferences, wants and needs.
If your system doesn’t allow you to do any of this, ask us how to switch over.
What Clients Asked About Smarter CRM
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