Contacts And Smart Lists

Your client relationships are central to the long term success of your business, and with Smarty accounting, you can store contact information centrally and also get an overview of your past interactions with an individual or organisation.
Our platform makes managing these connections smarter, as you will be able to see which products or services a contact has snapped up in the greatest volumes, how punctual they are when it comes to paying invoices, and a range of other relevant metrics.
All this will allow you to adjust your tactics when dealing with contacts in the future, without having to rely on your memory of these past interactions.

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