Smarty works seamlessly with G Suit applications such as Google Drive, Google Calendar and Gmail. Sync your Google Calendar with your CRM and get reminders so you never miss an activity. Events are synced to the calendar in Smarty and linked to the respective contact record. Use Google Drive to easily attach relevant documents to sales opportunities, contacts and emails within Smarty CRM. To access your emails, simply connect your Gmail account to Smarty CRM in order to send, receive and track your email conversations.
Store relevant files in Smarty CRM and have access to them at any time. Google Drive integration with Smarty enables you to attach various kinds of files together to your sales opportunities, contacts and emails. It helps you to reduce the amount of time you or your team members spend transferring data and finding important information. This integration ensures that relevant sales and marketing documents don’t go missing and each contact’s data is stored in their detail view.
Access and synchronise your calendar via Smarty CRM. Improve planning and always get ahead in business even when you are on-the-go. Google Calendar integration with CRM enables you to sync Smarty and Google Calendar in just a few clicks and receive notifications upon each activity. Plus, since this integration automatically syncs all events between Google Calendar and Smarty, you can easily keep track of events without switching between the applications.
Smarty CRM offers mail sync feature to track and store email communication with your leads, prospects and customers. It allows you to work on sales in one platform, which greatly improves productivity and lets you focus solely on selling. Once your Gmail is connected, you can choose to do three actions with your emails: track opens and clicks, link emails to lead or contact and auto-create lead or contacts from emails. This is a beneficial feature for anybody who wants to optimise their sales efforts and keep the records tidy.