Client relationships are central to the long-term success of your business. With Smarty Accounting, you can store contacts information centrally and generate an overview of past interactions with individuals or organisations.
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 volume, how punctual they are when it comes to paying invoices, and a range of other relevant metrics. This will allow you to adjust your tactics when dealing with contacts in the future.
Compare reports from year to year or month to month to get a comprehensive overview of what is working well, what’s not, and what needs to be changed.
Reports can be exported quickly and easily into the format that bests work for you. Excel, PDF or even printed straight from the dashboard.