Data Importing

Smarty CRM will also integrate with you existing IT system. Data that is dispersed in spreadsheets and varying databases can all be imported in Smarty CRM, centralising the process of finding and acting upon customer interests. Stream lining the process and saving you time and money.

Use Smarty CRM in conjunction with your IT infrastructure to import data and gain valuable insights.

Pool your resources and pull together disparate strands of your business’ digital data vaults to be manipulated and managed under one roof in Smarty CRM.
Centralise data from different spreadsheets and sources so that it is simple to find out about customer interests and act upon the conclusions you draw from your analysis.
Save time and money by dealing with your data more quickly, efficiently and effectively once it is imported.

Data from Smarty

Smarty Software offers the ultimate business management solution for small business owners and freelancers. By operating two softwares, Smarty Accounting and Smarty CRM, we are able to seamlessly pass data between the two so you don’t have to. What this means is financial information stored in Smarty Accounting will update the status of certain clients or customers in Smarty CRM, and contact information will be able to flow between the two softwares. That way, whether you’re out of the office adding contacts to your Smarty Accounting application, or in the office sending emails to a contact regarding the state of their unpaid invoices, all this information will fall into the place where it is most needed and most useful. This ultimately leads to the creation of one-click reports and easy to read charts and graphs.

Data from everywhere else

Haven’t switched to Smarty Accounting yet? New to Smarty CRM? Smarty is proud to be able to import data from a large variety of other softwares and programs, even if we do prefer our own. You can import data from Excel, SalesForce and Insightly just to name a few.