PLATFORM OVERVIEW
SMART CRM
Includes four solutions, as well as connectors and additional modules that can be installed separately or combined with one another
KEY FEATURES
A simple solution for forward-thinking companies
A configurable set of essential tools
Implementation within 1–3 weeks
Fast migration from russian systems
Compliance with GDPR and CCPA requirements
Integration with modern services and providers
Ready-to-use documentation and training
PLATFORM OVERVIEW
Why You Need SMART CRM
Manage your business here and now
Track and analyze key metrics to make quick, well-informed decisions
Details
Out-of-the-box solution
Use preconfigured services and integrations without spending time on development or localization
Details
Powerful capabilities of Microsoft Cloud
Leverage the full potential of Microsoft technologies for efficient data management
Details
- A single system for storing customer data and interaction history across all business units, with the ability to save documents and other file types.
- Up-to-date information for managers and executives to gain timely analytics and insights.
- Tools for monitoring performance and progress toward business goals.
- Faster internal communication.
- Standardized business processes based on ready-made templates for B2B, B2C, and customer service.
- A secure way to preserve your company’s knowledge and prevent its loss.
- Integration with popular business applications and services.
- Deployment within 1–3 weeks (depending on the number of selected components), including user training.
- Available connectors and modules that extend functionality.
- Ready-made mobile applications.
- Regular updates and feature enhancements for out-of-the-box versions — every six months.
- Business analysts and administrators can modify the solution while continuing to receive updates with new releases.
- Predefined security roles for different types of users.
- Built on one of the world’s best low-code/no-code platforms — Microsoft Power Platform — proven in Microsoft Dynamics 365 applications.
- Integration with Microsoft services enabling email and instant messaging, team collaboration, and file storage up to 1 TB.
- Automatic data backups.
- Employee access from anywhere with an Internet connection — via browser or mobile app.
- Modern security and data protection standards, including two-factor user authentication.
- Zero investment in server hardware or server licenses.
- Quick onboarding of new users, business units, and countries.
- Multilingual interface.
SOLUTION
Core Products of the Ecosystem
SMART Sales
A solution for automating B2B sales processes — from the first lead to contract signing
Close deals faster by bringing your entire team together on a single platform. Use a ready-made business process to optimize every stage of the sales cycle
-
Customer base management
-
B2B sales management
-
Task and notification management
-
Communication management
-
Analytics and reporting
-
Product and address management
SMART Customer Care
A solution for registering and processing customer service requests
Simplify service and support delivery while building long-term customer relationships. Manage all requests in real time from a single interface
-
Customer base management
-
Service process management
-
SMART Chat (optional module)
-
Communication management
-
Multichannel communication (optional connectors)
-
Analytics and reporting
SMART Order Management
A solution for registering and processing orders in B2C sales
Enhance customer interactions by managing the entire order process — from request to delivery. Automate order distribution, processing, and fulfillment to reduce customer waiting time
-
Customer base management
-
Sales management
-
Address management
-
Communication management
-
Product catalog management
-
Analytics and reporting
SMART Marketing
A solution for managing omnichannel marketing communications with your customers
Manage customer segments and omnichannel marketing campaigns from a single interface in real time. Create a consistent and seamless customer experience across all available communication channels
-
Customer base management
-
Omnichannel marketing automation
-
Content management
-
Communication management
-
Target audience builder
-
Analytics and reporting
CRM INTEGRATIONS
Connect the apps,
messengers, and services you need to ensure no customer request goes unnoticed
CONNECTORS
All the essential tools in a single system
Use modern apps, services, and communication channels to engage customers effectively throughout the entire lifecycle
SMART Connector for Binotel
Connector for API of the Binotel IP telephony provider with the ability to receive incoming calls and make outgoing calls from SMART CRM, Dynamics 365, Power Platform
Read more
SMART Connector for eSputnik
Connector for API of eSputnik which provides the ability to configure and send bulk and trigger mailings by email via eSputnik with analytics on the status and result of bulk mailings
Read more
SMART Connector for GMS
Connector for API of GMS, which provides the ability to configure and send bulk and trigger mailings via SMS/Viber channels with analytics on statuses and results of bulk mailings
Read more
SMART Connector for PayPal
Connector for API of PayPal provides the ability to create a PayPal invoice for payment by the customer directly during the order processing. Regular synchronization of payment statuses and clear analytics allow you to track changes and respond to them in timely manner
Read more
SMART Connector for Nova Poshta
Connector for API of Nova Poshta that provides the ability to create a waybill for shipment to a branch or address shipment directly during order processing in CRM, with subsequent synchronization of the shipment status
Read more
SMART Connector for Ukrposhta
Connector for API of Ukrposhta which provides the ability to create a waybill for shipment to a branch or address shipment directly when processing an order in CRM, with subsequent synchronization of the shipment status
Read more
SMART Connector for Infobip
Connector for API of Infobip, which provides the ability to configure and send bulk and trigger mailings via SMS/Viber channels with analytics on the status and results of bulk mailings
Read more
SMART Connector for Ringostat
API connector for Ringostat that provides the ability to receive incoming calls and make outgoing calls from SMART CRM
Read more
SMART Connector for Rozetka
A connector that enables processing of orders from the Rozetka marketplace directly in the SMART CRM or Microsoft Dynamics 365 interface.
Read more
SMART Connector for UAPAY
Connector to the UAPAY service API that enables the creation of a payment invoice for the customer directly during order processing.
Read more
SMART Connector for plata by mono
A connector to the monobank service API that enables the creation of a payment invoice for the customer directly during order processing.
Read more
SMART Connector for Przelewy24
A connector to the API of the national operator and IP telephony provider Stream Telecom that automates incoming and outgoing call processes and, most importantly, synchronizes the interaction history with the CRM system.
Read more
SMART Connector for Stream Telecom
Automation of call handling and interaction history synchronization with CRM
Read more
MODULES
Platform Extensions
- SMART Chat
- SMART Easy Bot
SMART Chat
A solution that allows, within a single platform, to build clear communication with customers, partners and employees using familiar messengers
Combines Facebook Messenger, Telegram, WhatsApp, Viber, Instagram chats in one window
Integrates communication history in Dynamics 365 or Power Apps model-driven apps to create a personal experience
Optimizes each subsequent interaction with the customer
Can be a tool for building targeted, personalized communication for the purpose of additional sales.
SMART Easy Bot
A solution with a user-friendly interface for easy and comfortable management of Viber and Telegram chatbots
Ability to add custom buttons: text only, text + link, data output from your CRM system, data output from your CRM system with subsequent conversion to barcodes or QR codes
Ability to send messages to all active subscribers of your chatbot
Using a chatbot as a source of incoming communication and receiving feedback from your audience in the form of requests and files
Filling the database of contacts using the registration function when using the bot for the first time
Generation of individual texts for a specific user directly from your CRM
Converting customized texts from your CRM to barcode or QR code
A single administration center with an intuitive and user-friendly interface right in your CRM system
2023 — the start of system usage
We decided to approach our EU market entry as a startup. That meant designing all architectural solutions from scratch, as we had no prior experience or established workflows in Europe. For Nova Post, this was a brand-new challenge. SMART business caught our attention because they offered ready-made contact center and sales modules that required only minimal customization to fit our needs.
Natalia Voitenko
Head of CRM Department
2023 — the start of system usage
After implementing the solution, the process of interaction with clients, and in our case with donors, became streamlined and understandable. An important role in this was played by the presence of a ready-made business cycle in the system, that is, now we can clearly see at what stage each specific agreement is.
If we talk about efficiency, with SMART Sales, processes have accelerated at least 4 times, and the risk of losing a client (donor) has significantly decreased.
Oleksii Vyhodskyi
Head of Informational Systems and Technologies
2022 — the start of system usage
In this tool, we got all the features we were missing. Finally, we can tailor it to our needs and fully integrate with Microsoft products. Previously, we had to manually extract reports, but now you open Power BI and get online data in the form of dashboards. At the same time, SMART Sales turned out to be not too complex for the salespeople and easy for new employees to master.
Vyacheslav Skripnik
CIO
2022 — the start of system usage
For me, the transition from Bitrix24 to SMART Order Management was somewhat like replacing a bicycle with a modern car. Of course, it is more comfortable, faster, more convenient, but at the same time ‘more serious’, requiring more responsible management and maintenance. But since we are not afraid of new challenges, but on the contrary, they inspire us, we decided to try.
Tetiana Luhovska
Deputy Director
PRICING
Choose your plan
- SMART CRM
- SMART Connectors
- SMART Modules
$10
per user / month
$10
per user / month
$10
per user / month
2-in-1
$15
per user / month
3-in-1
$20
per user / month
Includes one connector of your choice (SMART Connector for Infobip / GMS / eSputnik) + Azure based on consumption
$100
per user / month
2-in-1
$150
per user / month
3-in-1
$200
per user / month
SMART CRM requires Power Apps per User or Power Apps per App licenses.
We recommend using Microsoft (Office) 365 for communications in Teams, integration with the Exchange Online mail service, and saving documents and files to SharePoint Online.
Telephony
Ringostat
Stream Telecom
Binotel
$150*
per environment / month
Marketing
GMS
Infobip
eSputnik
Forms
$100*
per environment / month
Payments
PayPal
plata by mono
UaPay
Przelewy24
$100*
per environment / month
E-commerce
Rozetka
$150*
per environment / month
Delivery
Ukrposhta
Nova Poshta
InPost
$150*
per environment / month
Data Enrichment
YouControl
$200*
per environment / month
*The use of Microsoft Azure resources is required for connectors and modules to work.
1-10 operators
$150
per environment / month
11-20 operators
$250
per environment / month
21-30 operators
$350
per environment / month
30+ operators
SPECIAL OFFER
1-10 operators
$100
per environment / month
1-10 operators
$200
per environment / month
1-10 operators
$300
per environment / month
$100
per environment / month
*The use of Microsoft Azure resources is required for connectors and modules to work.
*The price is indicated per connector. Use of Microsoft Azure resources is required for the operation of connectors and modules.
FEEDBACK
Our goal is your business result
Choose tools to meet your customers' expectations before they become challenges.
