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Get more with SMART Sales

Creating a unified environment

to systematize customer data and preserve the history of interaction with them

Accelerating interaction

between structural divisions of the company by optimizing work processes

Creating the company's knowledge base

and standardization of business processes

Preventing the loss

of important information throughout the company's lifecycle

A single repository of documents

on cooperation with customers for all departments

Operational analysis and control

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


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
Customer base management
  • Management of accounts and contacts​
  • Customers’ contact and address information​
  • Relationships between customers​
  • Full history of interaction with the customer (communications, history of negotiations)
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Communications management
  • Communication in different channels from one system​
  • Storage of the entire history of interactions in a single system​
  • Consolidation of requests from customers, appointment of a responsible employee​
  • Task assignment
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B2B sales management
  • Ready sales business process from potential interest to a contract with the process of its approval​
  • Price relevance control​
  • Generating a commercial offer document according to a template​
  • Sales funnel
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Product ​management
  • Catalog of products and services​
  • Price management: discounts, validity periods​
  • Multiple currencies
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Address management
  • Registration of multiple addresses for each customer​
  • Integration with the Google Maps directory
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Analytics and reporting​
  • Manager’s workplace – dashboard and activity plan​
  • Supervisor’s workplace – control dashboard and personal activity plan

How is SMART Sales implemented

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

Select your plan

  • 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.


Articles and materials

4 min read MEDIA
SMART solution as an alternative to unreliable russian software
The lion’s share of Ukrainian companies continues to use unreliable russian systems to automate business processes. In the second year of the war, some popular CRM systems, accounting systems, email marketing services, antiviruses still serve a significant number of Ukrainian enterprises. In early May, the business was stirred up by the news about the final cessation of Bitrix24 in our country. On June 1, 2023, the russian service finally ceased its work in Ukraine, and ...
3 min read
SMART Connector for Infobip: regular release of the SMART CRM platform
Successfully built communication allows companies to maintain existing and attract new customers. We continue to expand the functionality of the SMART CRM platform and connect current services and channels for effective interaction with customers throughout the entire life cycle. Today we are talking about updates in the line of SMART CRM connectors, a comprehensive platform for sales in the B2B, B2C segments and after-sales service. We are pleased to announce the next release of the ...
5 min read
Oleksii Vyhodskyi
Head of Informational Systems and Technologies, DTEK
We help to bring the light by optimizing important processes. Implementation of SMART Sales for DTEK
DTEK needs no introduction, because all of Ukraine feels the result of the titanic work of its specialists every day. Some of them are brave enough to repair energy facilities in the hottest spots, while others work hard to make this process as fast and efficient as possible. One of the results of such work is the DOPOMOHA (Eng. ‘HELP’) project. Its goal is to find and convince foreign colleagues to become donors to the ...