Smarty’s CRM system is designed to help make managing and organising all your clients easier. CRM, or customer relationship management, may sound intimidating, however it is rather simple. All CRM entails is establishing and maintaining relationships with all your customers (still sounds daunting? That’s ok, it will get easier).

• CRM and Activity
• Calls & calls recording
• Database
• Connected to email marketing too

Email and promotional campaigns are arguably the most important tools that businesses use to stay in contact and communicate with their current and potential customers. While your business does not want to come across as spam-y towards customers, it is important to keep up communications. Try Smarty email to communicate regularly with your clients or set-up automated emails to save time.

• Connected to your CRM
• Autoresponders

• Email campaigns & newsletters
• Reports & analytics

Smarty Deadlines was designed in collaboration with accountancy firm to make sure we understand the needs and struggles of accountants and bookkeepers. You can now easily track the key client deadlines such as VAT, Corporation Tax, Payroll, PAYE payments, Annual Returns, CIS Return, etc.

• Never miss a deadlines again
• Easy Set-up
• Automatic reminders
• Access for all team members