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January 28th, 2026 2 min read
New
SMART Customer Survey: A Convenient Module for Collecting Feedback in CRM
Collecting feedback is a critical component of high-quality customer service. Through ratings, comments, and customer reactions, businesses gain valuable insights that help them improve processes, enhance service quality, and build long-term customer loyalty. SMART Customer Survey is a new module in the SMART CRM product line that enables you to launch surveys fully tailored to your business processes — directly within your CRM system. The solution works both inside SMART CRM and with any applications built on the Power Platform (Power Apps / Microsoft Dynamics 365).

SMART Customer Survey Capabilities

Seamless integration with CRM processes Surveys can be triggered after order completion, a phone call, a support request, or service delivery. You decide at which stage of the customer journey the survey should be activated. Full survey management directly in CRM Surveys are configured in the user-friendly Power Apps model-driven interface. You can create questions, define their order, type, and required status, and enable comments where needed. Once published, surveys do not require developer involvement. Flexible selection of question types Available options include text fields, numeric values, multiple-choice questions, and rating scales using stars or icons. You can define the number of rating points (from 1 to 10) and enable comments for individual questions when necessary. CAPTCHA protection Two security options are supported: Google reCAPTCHA and Cloudflare CAPTCHA, helping prevent unauthorized access to surveys Short and long link generation You can generate either a full or a shortened link to be sent via SMS, email, or chatbots. Surveys can also be sent manually or automatically through business processes. Survey availability period Set an end date for survey availability. Once the specified period expires, customers will see a message indicating that the survey is no longer available. Repeat submission restrictions Each customer can complete a survey only once. The system verifies uniqueness and blocks repeated attempts. Automatic storage of results in CRM All survey data is stored in the CRM and linked to the relevant contact. Available data includes questions, question types, selected responses, numeric rating values, and customer comments.

Benefits for Your Team

SMART Customer Survey enables you to collect feedback directly within your CRM system — without the need for third-party services or external integrators. Managers, marketers, and support agents can independently create and launch surveys using a familiar interface. This allows teams to quickly assess customer experience, analyze results, and implement improvements based on real feedback. Want to learn more about SMART Customer Survey or try it in action? Submit a request — we’ll arrange a demo and help you find the optimal solution for your business. Submit a Request
January 12th, 2026 2 min read
Release SMART CRM SMART Chat and SMART Easy Bot
Integration of SMART Chat and SMART Easy Bot: A Unified Customer Service Workflow in CRM
Automating customer service through chatbots enables businesses to efficiently handle standard inquiries. However, one critical point remains — the need to involve a live operator for more complex scenarios. Until now, SMART Chat and SMART Easy Bot operated as separate modules. Today, they are part of a single solution. The integration of SMART Chat and SMART Easy Bot ensures seamless communication with the customer — from the first interaction in the bot to a live conversation with an operator in CRM.

How the Integration Works

The customer begins interacting with buttons or scenario elements in SMART Easy Bot, which trigger specific actions or bot responses. If operator assistance is needed, the customer simply clicks “Talk to an Operator” — and the system automatically switches them to SMART Chat. At this point:
  • the message appears in SMART Chat
  • the operator sees the customer’s name, communication channel, and can open the contact card
  • the operator works in SMART Chat with full module functionality preserved

Operator Capabilities

SMART Chat operators have access to a complete set of tools:
  • automated messages for greetings, session status, and working hours
  • a quick-reply library
  • the ability to manage multiple messenger channels (including bots integrated as separate channels)
  • creating or updating CRM records for various business scenarios directly during the conversation

Customer Experience

The entire interaction involves no interruptions or system switches. When the customer reaches out to an operator, they simply continue the conversation where they started — in a familiar environment, with no extra steps. After the dialogue ends, SMART Easy Bot automatically resumes the scenario. No technical barriers. No communication gaps.

Business Impact

The integration of SMART Chat and SMART Easy Bot allows you to:
  • deliver a seamless customer service experience
  • automate routine inquiries and involve an operator only when necessary
  • maintain a centralized interaction history in CRM
  • scale request handling without compromising quality
Want to see the integration in action? Submit a request — we’ll provide a demo and show you how to adapt the solution to your company’s needs. Submit a Request
September 18th, 2025 1 min read
Release SMART CRM 1200x628
SMART Connector for YouControl: fast CRM enrichment with counterparty data
From now on, SMART CRM and any solution built on Power Platform (Power Apps / Microsoft Dynamics 365) includes the functionality to verify counterparties and track changes in their activities. This has become possible thanks to the integration with YouControl. YouControl is a service that collects comprehensive information about Ukrainian companies and any changes related to them. By using it to check partners and counterparties, you protect your business from legal sanctions, financial losses, reputational risks, and corruption scandals. We value integrity in business relations, which is why we created SMART Connector for YouControl — an integration that allows you to easily enrich your CRM with the necessary counterparty data.
The new connector provides businesses with the following capabilities:
  • Automatic filling of customer records with data from the YouControl service.
  • A ready-to-use integration template and automation of custom scenarios (with Microsoft Power Automate Flow) based on it in SMART CRM solutions, Power Apps, or Microsoft Dynamics 365.
  • Sanctions list check with display of identified sanctions, publication dates, sources, and descriptions.
  • Tax debtor list check.
  • Access to a list of court cases related to the counterparty, along with additional details such as case status, subject of the claim, court name, ruling, and more.
  • Initiation of checks in various scenarios:
    • Manual check by a system user directly from the business partner’s record.
    • Automated scheduled checks.
Fill out the form — and we will discuss all the possibilities SMART CRM and connectors open up for your company.
August 4th, 2025 2 min read
Release SMART CRM 1200x628
SMART Connector for Forms: Integration of SMART CRM with Your Website’s Web Forms
Forms on websites are a universal tool for communicating with your customers. On landing pages, users can submit a request for a consultation or a product demo, register for events or receive a service, submit applications, or file complaints. Almost every CRM system implementation project requires such integration. The new solution turns this complex requirement into a simple task that can be completed quickly and easily. Now, forms can be configured directly in SMART CRM or in any solution based on Power Platform (Power Apps / Microsoft Dynamics 365). Thanks to the connector, the data submitted by a user on the website is easily synchronized with the CRM system.

SMART Connector for Forms Capabilities

  • Quick connection of website forms to your CRM or any Power Platform-based solution.
  • Automatic real-time saving of data from the web form into the CRM system.
  • Unlimited connection of different forms for different purposes (leads, inquiries, applications, etc.).
  • Intuitive visual tool — easily select which form fields map to which CRM fields.
  • Support for multilingual form interfaces.
  • Scalability — works with any tables, including custom ones.
SMART CRM platform is, first and foremost, about convenience for your colleagues. When marketers, sales, and service managers truly enjoy using the CRM system, it always positively impacts business results. That is why the SMART business team updates existing solutions or releases new modules and integrations quarterly — so that the CRM system works for you and your business needs. Fill out the form — and we will discuss all the possibilities SMART CRM opens up for your company. Submit a request
June 27th, 2025 3 min read
New SMART Easy Bot Release: Flexible Registration Management, New Button Types, File Sending, and Polish Language Support
We are excited to introduce the latest release of the SMART Easy Bot module, part of the SMART CRM platform. SMART Easy Bot is a user-friendly service for managing chatbots on Viber and Telegram platforms, integrated with the CRM system. In this update, we’ve added features designed to help you interact with customers more effectively, streamline communication, and tailor the platform to your needs. Here’s what’s new in SMART Easy Bot:

Flexible Management of Registration and Authorization Settings

Now you have full control over how users interact with your chatbot. The new release offers:
  • Customizable registration parameters: Choose which data to collect from users during registration — not just phone numbers, but also passport numbers or loyalty card numbers.
  • Enable or disable the registration process: Turn registration on or off based on your needs.
  • Authorization mode for private bots: Create exclusive access for selected users, ideal for private groups or corporate clients.
  • Combined mode (registration or authorization): Flexibly mix both approaches, granting registered users access to additional services and features.
These capabilities enable marketers to create more controlled and personalized interaction scenarios, enhancing security and convenience for your audience.

New Button Types: Webhook with Response Function and Request Creation

We’ve expanded the chatbot button functionality to help you engage with customers more effectively:
  • Webhook buttons with text input: Integrate external services to automatically receive data or trigger actions in other systems.
  • Request creation: Allow customers to easily create requests or tickets in your CRM directly through the chatbot, simplifying their needs handling and speeding up support agents’ response times.
These new button types unlock opportunities to automate complex processes such as order management, customer support, and integration with external platforms.

File Sending: Simple and Convenient Content Sharing

Sharing files with your audience just got easier! This new feature lets you:
  • Send files to individual users or entire audience segments.
  • Distribute documents, images, presentations, and other materials.
  • Share personalized offers such as checklists, instructions, or promotional content in a convenient format.
This feature is perfect for marketing communications when you want to quickly deliver important information or provide exclusive content to your customers.

Polish Language Support: Expanding Your International Audience

To make SMART Easy Bot even more accessible for international markets, we’ve added Polish language support. The platform interface is now available in three languages:
  • Ukrainian
  • English
  • Polish
This enables teams in Poland and other Polish-speaking regions to work comfortably with the platform, adapting it to local needs and cultural specifics. How to Get Started with the New Release All new features are now available in SMART Easy Bot for SMART Sales and Dynamics 365 users. To start using them, contact our support team at sales@smart-it.com for consultation and assistance with updating your system. Thank you for choosing SMART CRM to automate your marketing strategy!
March 21st, 2025 3 min read
SMART Connector for InPost
SMART Connector for InPost: A New Integration with the Polish Service in SMART CRM and Microsoft Dynamics 365
In today’s business world, time is a resource that cannot be ignored. Every extra step in a process is not just an expense but also a missed opportunity for growth, service improvement, and increased profitability. We present a new integration with the Polish service InPost, enabling you to generate waybills for customer orders directly during order processing in CRM. About InPost: InPost is a leader in modern logistics services and the first company in Poland to establish the country’s largest network of 25,000 parcel lockers – self-service points for sending and receiving shipments, operating 24/7.
What Order Processing Capabilities Does SMART Connector for InPost Provide?
  • Create, manage, delete, or cancel shipments directly from the interface of SMART CRM or Microsoft Dynamics 365 ecosystem solutions.
  • Manage senders and create standard templates for different parcel sizes.
  • Print waybills in various formats.
  • Receive automatic status updates on shipments from the provider.
  • Create both address-based shipments and deliveries to a Parcel Locker or Parcel Point.
  • Analyze shipments on Analytical Dashboards for better insights.
Why Choose SMART Connector for InPost?
  • Less manual work – higher productivity. Create, edit, and cancel waybills directly in CRM without unnecessary actions in external systems.
  • Flexible delivery management. Set up standard templates for different parcel sizes – especially useful for businesses with a dynamic shipping process and a high order volume.
  • Automatic status updates and convenient analytics. SMART Connector for InPost regularly retrieves shipment statuses, allowing real-time tracking.
  • A cost-effective solution for business scaling. The connector offers a transparent and flexible pricing model: a fixed monthly fee with no user limits in the Microsoft Power Apps/Dynamics 365 environment. This allows you to expand your team without extra licensing or support costs.
How to Connect SMART Connector for InPost? The connection process takes just a few steps and doesn’t require much time:
  1. Register the users in the InPost service and configure all necessary settings.
  2. Authorize in SMART CRM/Microsoft Dynamics 365/Power Apps.
  3. Install and configure the integration components.
  4. Set up system security by granting access to a manager or workgroup.
  5. Start using the connector.
How Much Does It Cost to Connect and Use the Connector? The monthly fee for usage within a single Microsoft Power Apps/Dynamics 365 environment, with no limit on the number of managers, is $150. Azure component costs are billed based on consumption. This pricing model allows companies to scale connector usage across more employees without additional expenses, making it a cost-efficient choice for growing businesses. Stay updated on SMART CRM platform improvements on our blog or Facebook page – don’t miss new releases that can boost your business! Want to see if SMART CRM is the right fit for your company’s needs? Submit a request, and our experts will provide consultation and help you choose the best solution. Get Consultation
December 17th, 2024 2 min read
SMART Sales ENG
Relationship Score in SMART Sales: A Step Towards Effective Client and Partner Engagement
The dynamics of the modern business environment require organizations to be flexible, adaptive, and data-driven in their interactions with clients and partners. Every communication matters and can impact the “score” of your relationships with clients. How can you prepare your team and provide them with the tools to maintain and assess the level of communication with clients? It’s simple – by recording the history of interactions in the CRM system and establishing a strong foundation for analytical insights. The SMART Sales solution, built on Microsoft Power Platform technologies, allows you to calculate scoring for contacts based on completed activities specific to each client. The capabilities of Relationship Score provide automated calculations, minimizing the influence of human factor.

The benefits of the new feature in SMART Sales include:

  • Enhanced accuracy and speed of data-driven decision-making.
  • Forecasting client behavior and mitigating risks.
  • Increased opportunities for personalization and improved effectiveness of marketing campaigns.
  • Reduced influence of human factor and subjective assessments.
The Relationship Score in SMART Sales will enable you to receive scores reflecting the effectiveness of interactions with clients and partners. Through system settings, you assign a “weight” to each action and activity, allocating points to each type of activity over a specified period, which is recorded in the system. By using points assigned to activities that clients engage with, you can automatically calculate an overall communication score for each client. This approach enables you to monitor metrics and quickly respond to any changes, anomalies, or “spikes” based on concrete data instead of relying on gut feelings. The Relationship Score will help you identify which clients and partners you’re engaging with effectively and highlight those who may need a reminder of your presence.

How much does it cost to connect and use SMART Sales?

The monthly fee for one user of the system is $10. Power Apps per User or Power Apps per App licenses are also required for operation. We also recommend using Microsoft (Office 365) for communications in Teams, integration with the Exchange Online email service, and storage of documents and files in SharePoint Online. We are committed to making each update of the SMART CRM platform solution more convenient, functional, and user-friendly. Stay tuned for updates on the SMART CRM platform on our blog pages or on Facebook. Do you want to understand if SMART CRM is suitable for your tasks? Contact us:  sales@smart-it.com Submit a request
November 30th, 2024 4 min read
Release SMART Connector for monopay EN
SMART Connector for monopay: integration with a popular service from monobank in SMART CRM and Microsoft Dynamics 365
What is service for you? Speed, availability, convenience, a clear algorithm and a predictable result. Nowadays, clients easily say goodbye to businesses if something goes wrong, because there are enough competitors and offers – there is something to choose from. Take care of every component of your service, for example, minimizing the steps until the client receives the product or desired service. Strengthen operationally and implement the best technologies for you and your clients.
  • With payment services in Ukraine (UAPAY) and Poland (Przelewy24);
  • With Rozetka, which provides the ability to process orders from the marketplace;
  • With popular Ukrainian telephony, call tracking, and call analytics platforms Ringostat and Stream Telecom.
The SMART business team continues to develop our map of local and international integrations with popular providers and services, expanding the capabilities of the SMART CRM and Microsoft Dynamics 365 platforms. We’d like to introduce SMART Connector for monopay – integration with a progressive service from monobank, which ensures and simplifies the process of managing invoices and paying for orders, optimizing payment transactions for both clients and company employees working with them.

About monopay:

Plata by mono is an online acquiring service from monobank that allows businesses to accept payments on a website, in a mobile application or online store. The service supports payment by cards of any banks, including Apple Pay and Google Pay, ensuring high payment conversion and easy connection.

What options for order processing does SMART Connector for monopay provide?

  • Extensive integration options: the connector can be connected to any system on the SMART CRM, Power Apps or Microsoft Dynamics 365 platforms.
  • Automatic filling of invoice information: the connector automatically extracts data from the order in the CRM system. Such automation reduces the amount of manual work and eliminates the risk of errors due to the human factor.
  • Generation of a payment link in 2 clicks: your clients can quickly receive a link to pay the invoice without unnecessary complications, which speeds up the interaction process.
  • Automatic payment confirmation: after receiving payment, status information instantly appears in the system, providing transparent and prompt control of all transactions.
  • Analytical dashboard: for a complete overview and monitoring of invoices, an analytical dashboard is available, where you can track all transactions and payment statuses.

Why choose SMART Connector for monopay?

  • Convenient payment process for your clients: your clients will be able to pay for orders online – quickly and without extra effort – which increases their satisfaction level and reduces the drop-off rate, when people abandon a purchase due to the lack of a convenient payment method or a problem with the payment.
  • Receiving confirmation of payment of the invoice in the application: this advantage allows the company to promptly track the payment status and reduces the risk of errors and delays. As a result, the functionality ensures fast order processing, which has a positive effect on the Order Processing Time and Customer Satisfaction Score indicators.
  • Simple initial setup: the connector is easily integrated into the company’s system, without requiring complex technical knowledge and the involvement of IT specialists, which significantly reduces integration costs.
  • Quick deployment of the connector: the integration is set up in a short time in several simple steps, which allows the company to quickly start using all the benefits of the connector.

How to connect SMART Connector for monopay?

The entire connection process takes place in several simple steps and does not take much time:
  1. Registering a user in the Plata by mono service and making all the necessary settings.
  2. Authorization in SMART CRM/Microsoft Dynamics 365.
  3. Installing and configuring the integration components.
  4. Configuring system security – granting access to a manager or workgroup.
  5. Start of the connector’s operation.

How much does it cost to connect and use the connector?

The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment, with no limit on the number of managers, is $100. Azure components are priced according to consumption. This payment model is beneficial because it allows you to scale the use of the connector to a larger number of employees without additional costs, making it cost-effective for a growing company. Follow useful updates to the SMART CRM platform on our blog pages or on Facebook not to miss new releases that can strengthen your business. Want to understand whether SMART CRM is suitable for solving your company’s tasks? Submit a request, and our experts will consult you on all the issues and will help you choose the right solution. Get a consultation
November 6th, 2024 4 min read
Release SMART Connector for Stream telecom EN
SMART Connector for Stream Telecom: new integration of the CRM system with the national telecom operator
Technology is increasingly becoming the first line of support for communications with your clients. It is becoming increasingly difficult to win the client’s favor and trust, but you can lose what you have gained in a few minutes. To prevent this scenario from interfering with your success, it is important to automate processes in a timely manner and take care not only of the service for clients, but also of the convenience of technologies for your team. We are pleased to announce a new integration of the SMART CRM platform with the national operator Stream Telecom. SMART Connector for Stream Telecom is a solution that will help get rid of operational chaos and improve the quality of your communication with clients. This is an innovative connector that allows you to automate the processes of receiving and making calls, and most importantly, synchronizes the history of these interactions with the CRM system. About Stream Telecom: Stream Telecom is a national telecom operator that has been providing high-quality IP telephony and support services for over 13 years. Stream Telecom’s client portfolio includes top Ukrainian companies such as BMW, Print24, MEGOGO, Brain chain of stores, Green Forest English language school, Centrocredit, TCM Group, KRAFT Deckensysteme, IVR Clinic.

What opportunities for interaction with clients does SMART Connector for Stream Telecom provide?

  • Automatic call creation: During a conversation with a client, the system automatically creates a call in SMART CRM or Dynamics 365 Sales/Customer Service, providing receipt of phone call details from telephony.
  • Automation of communication processes: All incoming and outgoing calls will be automatically registered in the system, which significantly reduces manual work and minimizes errors.
  • Updating call statuses and information: The system automatically updates call statuses and adds detailed information, allowing you to always be aware of the latest events.
  • Ability to listen to calls: Recordings of all conversations are available for listening in the system after the call is completed, which allows you to listen to calls to improve the quality of service and train employees.
  • Automatic client identification: The system automatically identifies clients by the contact database, and if there is no client in the database, it creates a new contact automatically.
  • Simplification of telephony: Easy and convenient management of incoming and outgoing calls significantly increases productivity.
  • Saving communication history: The entire history of phone calls with clients is saved on the contact timeline, which provides a complete overview of all interactions.
To provide the clients with uninterrupted communication, the Stream Telecom service uses the most modern security approach – geo-distributed equipment redundancy. This is possible since the servers are located in several data centers around the world and insure each other. If one of the servers fails, its work will immediately be taken over by another. This helps to transfer the load from one server to another quickly and unnoticeably for the client. * Information provided by the Stream Telecom provider

Why choose SMART Connector for Stream Telecom?

  • Clear integration documentation,
  • Simple initial setup,
  • Quick deployment of the connector,
  • Support and regular expansion of integration functionality,
  • Stable operation of the Stream Telecom service due to the geographic distribution of equipment redundancy.

How to connect SMART Connector for Stream Telecom?

The entire connection process takes place in several stages:
  1. User registration in the Stream Telecom service and making all the necessary settings,
  2. Authorization in SMART CRM / Microsoft Dynamics 365,
  3. Installation and configuration of integration components,
  4. System security settings – granting access to a manager or workgroup,
  5. Start of the connector’s operation.

How much does it cost to connect and use the connector?

The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment, with no limit on the number of managers, is $150. Azure components are priced according to consumption. Follow the SMART CRM platform update on our blog or on Facebook and don’t miss the release of new features that can strengthen your business. Want to understand whether SMART CRM is suitable for solving your tasks? Submit a request, and our experts will consult you on all issues and help you choose the right solution. Get consultation
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