Automate CRM quoting process with no-code tools
We were able to set up a CRM system and automate the quoting process.
Read article →What is SmartSuite and what can you use it for?
SmartSuite is a no-code business application platform for teams moving away from complex spreadsheets. It can reduce the amount of custom code needed, while the setup, integrations and data still need ongoing ownership and maintenance.
SmartSuite is a flexible platform for all your business operations and needs, enabling you to:
- Build business applications like CRM, project management, and more.
- Automate repetitive tasks and focus on growing your business.
- Create customer facing forms to collect information.
- Visualize your data the way you prefer.
- Integrate seamlessly with financial tools like Xero or QuickBooks Online.
A single SmartSuite platform for any business and industry
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Industry specific SmartSuite templates
Holistic business process automation across your business
Being specialized in software integration, we can also help you connect SmartSuite with other business applications and software systems, streamlining your workflows and automating your processes to save you time and money.
Whether you need help setting up SmartSuite for the first time, need some tweaks done or want to integrate it with your existing systems, we have the expertise and experience you need to get the job done right.
How we can help with SmartSuite’s implementation and business process automation consulting
As certified SmartSuite consultants and CRM experts, we can help you unlock the full potential of this powerful platform and deliver customized software solutions that meet your unique business needs.
Visualize your sales Opportunities pipeline in a Grid / Kanban View or however is most appropriate to you
Two SmartSuite use cases
Streamline customer and prospects inquiries intake
Simplify the process of capturing customer inquiries, responding and tracking your deals:
- Capture form submissions from your website, with SmartSuite’s form views.
- Automatically generate CRM records and assign tasks to your team.
- Collaborate with team members to scale your business.
- Track progress and responses using kanban or grid views.
- Track your sales progress.
Look at your data in the most appropriate way for you, depending on the type of data
SmartSuite and accounting platform integration (e.g.: Xero or QuickBooks Online)
Keep your financial records and CRM aligned, without manual updates:
- Automatically create invoices in QuickBooks or Xero from SmartSuite’s data.
- Eliminate duplicate entries and ensure consistent data accuracy.
- Save valuable time.
- Automate invoice status updates.
Create invoices seamlessly between SmartSuite and Xero
Why choose us?
- 20+ years of CRM expertise: We understand what businesses need from a CRM and help you maximize SmartSuite’s potential.
- Certified SmartSuite partners: We ensure smooth implementations, tailored to your unique business goals.
- Proven integration experience: From Xero to Slack, we specialize in building workflows that save time, improve customer retention and reduce errors.
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Are you ready to see how SmartSuite can transform your business?
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