SmartCompany On-Demand SFA and CRM Feature Comparison

Compare Editions

FEATURE	SALES	CORPORATE
ACCOUNT & CONTACT MANAGEMENT
Two-tiered account and contact management	•	•
Individual calendar	•	•
Shared calendar	•	•
Assign follow-up tasks to self	•	•
Assign follow-up tasks to others	•	•
Create private accounts and contacts	•	•
Archive old or obsolete accounts and contacts	•	•
Attach emails, notes, tasks, and events to accounts and contacts	•	•
Assign categories to accounts and contacts	•	•
Attach documents (PDF, Word, etc.) to accounts and contacts		•
Export events to vCalendar format (great for copying to Outlook)	•	•
Export contacts to vCard format (great for copying to Outlook)	•	•
MARKETING AUTOMATION
Create and track marketing campaigns	•	•
Import leads into new or existing marketing campaigns	•	•
Track campaign activity through the entire sales cycle	•	•
Monitor campaign profitability and ROI	•	•
Send email blasts to all leads in a campaign	•	•
Save email templates to email template library	•	•
LEAD MANAGEMENT
Import leads from lists, or enter them directly	•	•
Store company and contact information in leads	•	•
Assign unqualified leads to sales reps	•	•
Attach emails, notes, tasks, and events to leads	•	•
Attach documents (PDF, Word, etc.) to leads	•	•
Convert qualified leads to opportunities	•	•
Promote companies and contacts in qualified leads to SmartCompany accounts and contacts	•	•
Run sales activity reports on leads	•	•
Track qualified lead conversion ratios	•	•
SALES PIPELINE MANAGEMENT
Define a custom sales process	•	•
Track opportunities through the sales process	•	•
Attach emails, notes, tasks, and events to opportunities	•	•
Attach documents (PDF, Word, etc.) to opportunities		•
Track participants (contacts) associated with an opportunity	•	•
Attach line items from integrated product catalog		•
Activity reports by sales rep	•	•
Pipeline reports by sales rep	•	•
Pipeline reports by step in sales process	•	•
Pipeline reports by probability of closing	•	•
Pipeline reports by user-defined categories and types	•	•
Pipeline reports by product, product line, category, and vendor	•	•
One-button conversion of won opportunity to order		•
BOOKED ORDER MANAGEMENT
Define a custom fulfillment process		•
Track orders through the fulfillment process		•
Attach emails, notes, tasks, and events to orders		•
Attach documents (PDF, Word, etc.) to orders		•
Track participants (contacts) associated with an order		•
Attach line items from integrated product catalog		•
Track customer P.O. and internal invoicing information		•
Track payments and balance due		•
Track gross revenue, gross profit, COGS, and net profit		•
Track commissions, including splits among multiple sales reps		•
Record change orders, including dollar amounts		•
Record backcharges against an order		•
Activity reports by sales rep		•
Activity reports by account		•
Revenue reports by sales rep		•
Revenue reports by step in fulfillment process		•
Revenue reports by user-defined categories and types		•
Revenue reports by vendor, product line, and product		•
PROJECT MANAGEMENT
Attach opportunities and orders to projects for complex sales		•
Assign or re-assign project managers		•
Track revenue and profitability by project		•
Attach emails, notes, tasks, and events to projects		•
Attach documents such as PDF, Word, etc. to projects		•
Archive completed or old projects		•
INTEGRATED E-MAIL SYSTEM
Create and send emails from within SmartCompany records	•	•
Send emails to individuals	•	•
Send emails to groups (email blasts)	•	•
Create email templates with data merge capability	•	•
Share email templates with your team using the Email Library	•	•
Create emails in HTML, rich text, or plain text formats	•	•
Attach documents to emails from your desktop	•	•
Attach documents to emails from the Document Library		•
Define and use multiple email signatures	•	•
DOCUMENT LIBRARY
Upload brochures, templates, etc. to document library		•
Update existing documents in place		•
Remove old or obsolete documents		•
Categorize documents for easy retrieval		•
Control user access to the library		•
FEATURES FOR EVERYONE
Create and save complex searches for later use	•	•
Global search of the entire database	•	•
Customize access privileges and assign user roles	•	•
Display a welcome message on each user's home page	•	•
Export search results and reports to Excel or PDF	•	•
One-button import from ACT!, GoldMine, Outlook, and Salesforce.com	•	•
SmartCompany Toolbar for convenient access from any location	•	•
MONTHLY PRICE PER USER	$30	$50
YEARLY PRICE PER USER — PREPAID	$300	$500

Monthly subscriptions must be billed to a major credit card. We accept MasterCard, Visa, American Express, and Discover. Annual subscriptions offer significant savings and must be prepaid using a credit card or company check. All amounts in US Dollars.

Online CRM

Products Home

Compare Editions

Demos

Docs

FAQ

Pricing

FREE 30-Day Trial!

Powerful Extras

OutSmart

WordSmart

ExcelSmart