Customer & CRM


Customer & CRM

The customer & CRM module in Smart It provides you with a new way to manage debtors & CRM. It starts with being able to swiftly capture customer details. Bookkeepers and admin staff love the ease of performing customer journals, payments & receipts as well as amending errors. Our Age Analysis is unique and allows tracking and following up on outstanding monies by using an advanced filtering and search facility. This is coupled with easy bulk emailing of statements and sms’s direct from the customer screen.

Features of the Customer & CRM module:

  • Do bulk changes to customers when required
  • Select statement types (open item or balance brought forward)
  • Create and manage loyalty cards
  • Print and email statements
  • Keep track of conversations held with clients and manage follow ups
  • Sales lead tracking, pipeline management & Customer categorisation
  • Bulk email and SMS
  • Automatic payment allocations
  • View the customers equipment
  • Do customer journals

  • View age analysis and export it to excel
  • Setup interest on payments overdue
  • Import customer details from excel
  • Attached images and documents to a customer record
  • Set discounts for each customer
  • Select special price level for each customer
  • Comprehensive reports or design your own report
  • Customer analysis reports
  • Manage debit orders (EFT’s)
  • View all customer transactions

For a deeper overview consult our help on customers.

Screenshots of the Customer & CRM module: