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Advantages

Get more with SMART Order Management

advantages sales 1

Creating a unified environment

to systematize customer data and preserve the history of interaction with them
order management icon 2

Automation of distribution,

processing and fulfillment of orders, reducing customer waiting times
order management icon 3

Customizing the required number

of order flows to meet the unique requirements of your business
order management icon 4

Receiving information

about each order in real time, from receipt to delivery
order management icon 5

Ensuring omnichannel

communication with customers through extensive integration options
advantages sales 6

Operational analysis and control

of the work of managers using built-in tools
Functional capabilities

SMART Order Management

A solution that allows you to close deals faster and focus all team's work on a single platform. Use a ready-made business process, optimizing every indicator of the sales cycle with the functional capabilities of the solution
ROADMAP

How is SMART Order Management implemented

5 simple steps to effective sales
1 step
2 step
3 step
4 step
5 step
Microsoft 365, Power Apps deployment
Installing solutions and deploying the necessary basic Microsoft infrastructure.
Deploying
SMART Order Management
Deploying an out-of-box solution. Checking the system's operation.
Data migration
Preparing initial data import templates and answering the questions.
Training
Providing training on system functionality for key users. Providing training for business analysts and administrators for further independent configuration of the system.
System Go-Live
The customer makes a decision on the system Go-Live.

Connectors

Leverage modern applications, services and channels to effectively interact with the customer throughout the entire life cycle
eSputnik
connector esputnik

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
Binotel
connector binotel

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
GMS
connector gms

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
PayPal
connector paypal

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
Nova Poshta

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
Ukrposhta
connector ukrposhta

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
PRICING

Select your plan

  • SMART CRM
  • SMART Connectors
  • SMART Modules

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.

Blog

Articles and materials

7 min read
Lugovska T CRM 172x172
Tetiana Luhovska
Deputy Director, AQUA PLUS
Migration and optimization: How AQUA PLUS improved order processing using SMART Order Management
AQUA PLUS is a family business that has an important mission: to provide clean water to every household, and at the same time help shape the culture of water consumption in the country. The company provides installation, maintenance, and reconstruction services for water treatment systems. It is a leader in water treatment in western Ukraine and an official partner of the leading filter manufacturer, Ecosoft RPA.The company has always strived to improve the quality of its services. As a result, the number of grateful clients increased rapidly, which inspired the AQUA PLUS team. The growing base eventually began to require additional management tools to maintain a high level of customer service. At a certain point, it became very difficult to control the entire range of tasks for all clients: for example, to offer to change filter cartridges in already installed systems.So, the question about the need for CRM arose. Following a recommendation, the company decided to try to implement Bitrix24. They turned to different contractors, spent a lot of money, but it was no use – they were unable to find a professional team of specialists who could help them master and configure the product. So, they had to figure it out themselves. As a result, the company was never able to fully adjust the system to the needs of its business. In addition, there was no confidence that the data in the system was sufficiently secure. Therefore, it was finally decided to change the CRM.

Requirements for the new system and search difficulties

In search of a new product, the company was faced with the fact that the capabilities of many CRM systems were not extensive enough. They would be sufficient for an online store, but not for the more complex AQUA PLUS processes.In addition, contractors could not guarantee complete data migration. It was important for the company to migrate all its data from the previous system, that is the base of customers and the history of interaction with them.A critically important condition was also the expertise of the partner who would be involved in the implementation.
We were looking for an organization that would not only offer a product with powerful functionality, but also have a sufficiently qualified team that could customize the solution to our requirements. We are a very creative and innovative company, with ambitious goals and a desire for growth. We always set the bar high for ourselves, but we expect the same from our partners. SMART business is truly a team of professionals who are ready to listen and complete the task set.
Tetiana Luhovska
Deputy Director, AQUA PLUS
In the process of searching for a new system, the most important criteria were as follows:
  • Professional partner team that will understand the requirements perfectly,
  • Reliable and secure data storage,
  • Ease of use of the solution for managers,
  • Extended functionality and wide customization possibilities,
  • Ability to customize reporting to analyze the work of managers,
  • Ability to migrate data from the old system in full.
The demonstration carried out by our team convinced AQUA PLUS management that SMART Order Management best meets all requirements.
The strategy of market leaders is based on constant development and the search for ways to speed up business processes. We believe that AQUA PLUS has achieved its goals by choosing our SMART Order Management solution. Our values coincide in striving to create better conditions and provide powerful tools for effective work. That’s why, among other things, the project was successful.
Denys Shevchuk
Business Development Manager, SMART business
However, despite the convincing solution presentation, the company had certain concerns regarding its implementation. The product was clearly of a higher level than the previous system. But this also meant great responsibility.
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, AQUA PLUS

Goals achieved and plans

Now the AQUA PLUS team is successfully mastering the functionality of the solution. All processes from the old system have been transferred to the new rails. And what is very important, with complete information about clients: not only their data, but also the entire communication history, including photos and comments.Since client data is now stored in a structured manner in a single environment, working with it has become more convenient. In addition, the company now has confidence that all data is reliably protected thanks to Microsoft security technologies.Moreover, based on SMART Order Management, order processing has been improved and automated. Employees now need much less time and effort to process cases, and accordingly they have more opportunities to improve the quality of interaction with clients.In addition to SMART Order Management, the company also implemented SMART Connector for GMS. This made it possible to significantly optimize communication with clients due to mass and triggered SMS and Viber mailings with the ability to analyze results.
In this project, it was important for us not only to replace the current system, but also to provide the customer with a powerful tool that can flexibly adapt to changes in the company’s processes. Our solutions are built based on the principle of modularity, which allows, if necessary, to extend the functionality of the system in accordance with the customer’s needs at any time. Let’s say, if tomorrow the customer decides to connect a chatbot to their processes, we have a ready-made solution that can be launched in a few days. In addition, one of the advantages of the platform is its scalability, so the customer, independently or with our help, can change the built-in processes to suit themselves.
Yana Kononenko,
Senior CRM Consultant SMART business, Business Architect
SMART Order Management is already fully functional and successfully used. However, the improvement in AQUA PLUS never stops. The customer’s team constantly comes up with new ideas to optimize work processes. Company managers actively participate in the project, expressing their wishes regarding functionality. And the SMART business team helps to quickly implement all ideas.The flexibility of the solution makes it possible to fine-tune its elements to suit the specific needs of the customer. Plans include, for example, adjusting the appearance of the task card, further customizing dashboards for visual analytics and reporting, as well as establishing communication processes within the team.SMART Order Management allows you to conveniently assign tasks to employees, monitor their implementation and quickly exchange information. In general, the AQUA PLUS team claims that the existing functionality already fully meets their expectations.If you also want to improve the quality of work with clients thanks to leading technological solutions, order a consultation from SMART business experts. We will carefully study your organization’s needs and offer the optimal set of solutions.
3 min read
Smart avatar CRM 8 172x172
Tornike Akhobadze
Marketing Director, British-Georgian Academy
The British-Georgian Academy introduced SMART CRM to improve the service
The British-Georgian Academy, a well-known Georgian private general educational institution, initiated digital educational transformation by implementing the SMART CRM system. In the modern world, computer technologies are not only mechanisms of progressive development but also daily necessities. The British-Georgian Academy has begun streamlining administrative processes and improving communication to enhance educational services.
In the case of a school, the main customer is the parent; therefore, communication management with parents is crucial. Providing information on time is a challenging task due to the large number of parents and requires significant labor resources. To monitor the information shared by the school and respond promptly to parent communication, we needed a single, unique base with the main function of ensuring perfect two-way communication. We selected SMART business to work on this project. Upon starting cooperation with them, we discovered that the company had its own SMART CRM system, which almost perfectly met all our requirements and allowed for customization. Consequently, we made the final decision in favor of this software.
Tornike Akhobadze
Marketing Director, British-Georgian Academy
We initiated the implementation process of the SMART CRM module by systematizing the data in Excel spreadsheets. The implementation of the SMART CRM module significantly simplified administrative processes. Manual documentation and complex tasks have been replaced by an integrated digital system, thereby automating the process of student admission, record-keeping, and tuition fees. As a result, the administrative burden has been reduced, efficiency has increased, and valuable time has been saved for staff and parents.
Yana Kononenko
Senior CRM consultant, SMART business
Senior CRM consultant, SMART businessFollowing the successful implementation of the SMART CRM module, the British-Georgian Academy decided to enhance parent relationships with the SMART CRM Customer Care module. To ensure that no questions, appeals, or requests are left unanswered, the Academy established a special department – the Parent Engagement Department, which, due to numerous requests and interests, requires considerable time resources.
The primary goal of the Parent Engagement Department in the British-Georgian Academy is to provide ideal feedback between the school and parents. Parents should be informed about changes and news, ask questions, and receive timely answers to all inquiries. As for new parents, their onboarding process should be as flexible and comfortable as possible. Correct and prompt communication management is an integral part of a successful training process, which was successfully ensured by using the SMART CRM Customer Care module.
Tornike Akhobadze
Marketing Director, British-Georgian Academy

Summary:

The successful implementation of SMART CRM by the British-Georgian Academy has transformed their educational landscape. By digitizing administrative processes and improving communication, the Academy has created a more efficient and convenient learning environment. A major benefit of implementing SMART CRM is simplified parent engagement.

About implemented solutions

SMART CRM is a comprehensive platform for effective interaction with your customer base. The solution is built on the best Low-code/No-code Microsoft Power Platform and contains 4 solutions, 2 modules, and connectors. SMART CRM provides many customization options and allows you to integrate easily with popular services and providers.If you are also looking for innovative IT systems to improve the efficiency of your business processes, book a consultation with SMART business experts. We will carefully study the needs of your organization and offer the best set of solutions.Get a consultation
5 min read
Release SMART Easy bot EN 1200 628
Segmentation and personalization, registration option management, and new button types. What’s new in the SMART Easy Bot solution?
One of the main trends in customer service in 2024 is the expansion of opportunities for customer self-service. People don’t want to be dependent on company business hours, life circumstances, or the moods of employees that separate them from the desired level of service and support. They want everything here and now! Therefore, businesses should listen and adapt.A chatbot is the most convenient tool that allows you to keep in touch with customers using popular channels 24/7. As part of the SMART CRM platform, we offer the SMART Easy Bot solution, which allows you to manage chatbots easily and conveniently in Viber and Telegram, and exchange data with the CRM system end-to-end.In the current release of SMART Easy Bot, we focused on both improving the existing features and developing additional capabilities of the solution. We are always in close contact with our users, listening to their needs and wishes. That is why some features were designed and developed based on detailed feedback from our customers. We invite you to learn more.

A list of the latest updates

1. Registration settings managementNow you can manage the registration process of chatbot users and set the necessary parameters. You can enable or disable the registration process in the CRM system settings.There is also a possibility to customize the buttons and functions required for registration. Now you can also add validation to each field in SMART Easy Bot using regular expressions and even control the availability of certain chatbot buttons for registered users.2. New button typesContact card information. Now your customer can easily and safely get information from a specific field on their contact card: discount amount, discount card number, number of available bonuses, and much more.Converted value from the contact card. The ability to convert the value from the contact card to a QR code or barcode in the required format has been added.Webhook with an answer function. Ask questions and get answers from the customer directly through the chatbot. Use the customer's answers to customize your chatbot logic or make other improvements.3. Submenu functionalityPreviously, the SMART Easy Bot solution was focused only on the Main Menu, but new challenges require a new approach. In the current release, we have introduced the long-awaited Submenu feature. Now, by pressing one button on the main menu, you can go to a submenu. For example, if you have two gym memberships for adults and children, each with their own unique functions and buttons, it is no longer a problem.4. Segmentation UseThe solution’s updated functionality now enables you to construct your own user segments directly within the system. This feature allows for more targeted communication with your audience and offers personalized interactions with the chatbot.Do you want to congratulate those who have birthdays today, or perhaps offer exclusive deals to residents of a specific city? Maybe you’re considering rewarding your frequent shoppers? Now it is not a problem!5. Personalized InteractionSend personalized messages directly from the contact card. For this purpose, we added a built-in button that allows you to send both a ready-made message template and personalized text.

How much does it cost to connect and use SMART Easy Bot?

The monthly fee for using SMART Easy Bot in a single Microsoft Power Apps/Dynamics 365 environment with an unlimited number of managers is $100. This fee covers 100 thousand messages in either one Viber or one Telegram bot with a common logic and a single control center.Azure components are billed based on usage and calculated individually. The estimated cost for 100 thousand messages is $5.

What can we expect in the next release of SMART Easy Bot?

We are currently working on the following updates:
  1. Sending files to the chatbot audience
  2. Saving communication history in your Dataverse database
  3. Integration with the SMART Chat solution
  4. Management of unsubscribed users
  5. Advanced analytics
We are constantly collecting ideas to improve the solution. Keep up with the latest updates of the SMART CRM platform on our blog or Facebook. Stay tuned for new updates that could strengthen your business.Do you want to understand whether SMART CRM is right for your business? Leave your request, and our experts will answer all your questions and help you choose the right solution.Get a consultation
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