Best CRM Software - Page 166

Smart Agent CRM

Smart Agent CRM is a Salesforce-based customer relationship management software designed for health and Medicare insurance operations. It features pre-built record types for Individual, Household, Carrier, Agency, and Policy structures. Automated contact monitoring tracks client birthdays and Medicare eligibility. Einstein Activity Capture syncs email and calendar data to contact records, while Carrier Sync reconciles accounts and policies. Compliance documentation, including Scope of Appointment forms, drug lists, provider notes, and call recordings, is centralized. Commission dashboards identify missing payments by comparing expected versus actual commissions. The software supports multiple product lines like Group, Life, Property & Casualty, and Annuities. Communication tools include click-to-call, SMS automation, and branded email campaigns. Integrations with DocuSign, Calendly, Office 365, and Dropbox enhance functionality, all secured by Salesforce’s bank-grade infrastructure.

SmartApp

SmartApp is a cloud-based restaurant and entertainment venue management platform that integrates QR menu ordering, point of sale, kitchen display systems, and analytics. The table management feature tracks table status, venue capacity, and reservations in real time. QR menu orders are sent directly to the kitchen display, reducing paper waste and speeding up service. Archive and tracking tools provide access to historical orders, reports, and revenue data. An offline mode maintains operations during internet outages, with automatic data synchronization upon reconnection. A gaming venue mode supports PC, Xbox, and PlayStation halls with custom pricing and QR menu ordering capabilities. Setup involves registration and menu configuration. The platform operates across devices without complex installations.

SmartCampus AI: All-in-One Education ERP

SmartCampus AI is an automated institutional ERP and CRM designed for schools and colleges. Streamline fee reconciliation, student onboarding, and CO-PO tracking.

Smartcontact CRM

SmartContact is a fast, uncluttered CRM for small B2B teams in the UK. Companies, contacts, calls, tasks, meetings, deals and pipeline live in one web app, with sales reports, saved views, web-to-lead forms and email logging by BCC. It is built for the way small teams now work with AI. SmartContact runs a remote MCP server, so the assistant you already use (Claude, Gemini, Copilot or any MCP client) can log calls, find people you haven’t spoken to in 30 days, or prepare tomorrow’s follow-ups. An agent gets exactly your permissions, and every change it makes is in the audit log. Data is hosted in London, files are encrypted, and GDPR tools (export, erasure, consent history) are built in. Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 a year) and adds unlimited users and companies, marketing campaigns with ROI, a report builder and a company drive. Your first workspace gets Standard free for 30 days, with no card needed. If it asks for something shorter (tagline or one-liner): • Tagline: The simple CRM your team and your AI agents share. • Short: Fast, simple UK CRM for small teams: companies, contacts, calls, tasks and pipeline. Free for 2 users. Works with Claude, Gemini and Copilot through MCP.

SMARTCRM

Smart CRM

Smartledger AI

SmartLedger AI is an AI-native accounting, compliance and practice management platform built specifically for Indian CA firms and businesses. SmartAuditor, the built-in AI accountant, drafts invoices, bills and journals from plain-language requests, processes uploaded documents and bank statements, prepares GST returns, and answers questions about the books. Every draft stays un-posted until a person reviews and approves it, and all output appears in standard ledgers and reports. For businesses, it is a complete accounting system: invoicing, purchases and expenses, banking and reconciliation, GST and TDS compliance, e-invoicing, e-way bills, and financial reporting. For CA firms, it adds practice management across every client: a shared compliance calendar for GST, TDS and ITR deadlines, audit working papers, and team and task management with partner review gates. SmartLedger AI prepares GSTR-1 and GSTR-3B from your books, reconciles GSTR-2B against purchase registers to surface ITC mismatches, and computes TDS. Nothing gets filed without human sign-off. It syncs two-way with Tally via a free Windows connector and with Zoho Books, and imports from Excel and Google Drive, so existing books do not need to be migrated. Every plan includes unlimited users with no per-seat fees.

SMART Marketing

SMART Marketing is a comprehensive solution for managing client segments and omnichannel marketing communications from a single window of a CRM system. The system is based on one of the best Low-code/No-code platforms, Microsoft Power Platform, and is integrated with Office 365. Benefits: • Ready out-of-box solution • Builder of required tools • Fast deployment • Easy setup and administration • Standardization of business processes • GDPR and CCPA compliant • Integration with modern services and providers • Ready documentation and training • Regular releases and feature extensions • Available analytics 24/7 and control of the results of marketing activities • Ready-made security roles for users

Average Rating: 5.0/5.0

Total Reviews: 1

SmartMatchApp

Smart Match App is an award-winning matchmaking and membership management software CRM servicing more than 100,000 users worldwide. Match your clients, arrange introductions and dates, receive valuable date feedback with professional matchmaking tools. Smart CRM software with professional matchmaking tools and functionality addresses important tasks from one system to bring your business to a higher level by working Smart. Smart matchmaking CRM software is being used by a variety of industries, from personal relationship management and business professional matching to nonprofit administration. 1. Match clients individually or allow our Smart algorithms to suggest matches for you. 2. Make personalized introductions with optional photos and videos with just a few clicks. 3. Send personal and group emails, SMS text messages, notifications, and reminders. 4. Build custom forms, integrate your database with your marketing campaigns. 5. Upload your company logo, customize colors and have a professional look. 6. Engage your clients with a personal member login or fully interactive member portal. 7. Generate custom reports on a wide range of filters and criteria. 8. Keep an eye on project management, manage tasks, priorities, events or activities, client status. 9. Use Zapier or our own custom API to connect with 2,000+ apps. 10. Create a custom database using any criteria to organize your clients. 11. Search your database by any desired criteria within seconds. 12. Send personal or automated surveys and get valuable feedback from your clients. 13. View history of profile updates, emails, SMS messages, notes, matches and calls. 14. Schedule matches, introductions, meetings, tasks, events and feedback. 15. Book and complete meetings and events and follow up with participants. 16. Run your financials and invoice your clients straight from SmartMatchApp. 17. Explore our established network of more than 1,000 matchmakers. 18. Store files, photos, videos and documents within the app. 19. Send beautiful HD photos and videos with your introductions. 20. Create client contracts, expiry dates. 21. Set up your own URL and make the system a true part of your business. Match people for personal relationships and make individual connections. Servicing matchmaking companies, dating agencies, and relationship coaches worldwide. Make business introductions in any industry. Match buyers with sellers, investors with startups, partnerships and more. Increase business deals and opportunities. Discover new productive ways to match people in the educational sector. Match teachers and tutors with students, mentors and mentees. The learning possibilities are limitless. Apply smart matching algorithms in a social environment. Match people for friendship, traveling, housing, volunteering, and many other social causes. Bring skills matching to the highest level. Easily find matches in your database for employment, mentorship, or training. Help people advance in their careers. Add a matchmaking component to your events. Match your business and social events attendees for a more productive experience. Match your association members based on their interests. Create more referrals, boost member value proposition, increase loyalty and engagement. Build new revenue channels. Create fruitful environments and opportunities in large organizations for finding work, education, volunteer, and community service projects. For causes that require the foremost attention, especially in times of crisis, nonprofit organizations can match intellectual and physical resources worldwide. Build stronger professional or social networks. Connect people and businesses from all walks of life based on their interests.

Average Rating: 5.0/5.0

Total Reviews: 1

SMART Sales

SMART Sales is a comprehensive solution for automating the B2B sales process from the appearance of a potential customer to concluding a contract. The system is based on one of the best Low-code/No-code platforms, Microsoft Power Platform, and is integrated with Office 365, which helps to simplify and centralize messaging, teamwork, and collaboration on documentation. Benefits: • Ready out-of-box solution • Builder of required tools • Deployment in 1-3 weeks • Standardization of business processes • GDPR and CCPA compliant • Integration with modern services and providers • Ready documentation and training • Regular releases and feature extensions • Available analytics 24/7 • Ready-made security roles for users

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Smooth Commerce

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SMS-iT

SMS-iT (SE-Mi Sentient iT) is an advanced Agentic AI-powered RAAS (Results-as-a-Service) platform designed to automate and streamline business operations across sales, marketing, and management. Unlike traditional CRM tools, SMS-iT combines CRM, ERP, and over 60 integrated microservices into a single comprehensive solution. By leveraging intelligent automation, businesses benefit from autonomous customer acquisition, enhanced customer engagement, predictive analytics, and real-time decision-making. Its unified communication system seamlessly integrates SMS, MMS, email, voice, video, and social media, ensuring consistent, personalized interactions across all customer touchpoints. SMS-iT’s flexible architecture allows businesses to customize their own automation stack, significantly reducing operational complexity and overhead costs. With SMS-iT, organizations scale efficiently, close deals faster, and deliver measurable, predictable outcomes, freeing up teams to focus strategically on driving growth and innovation.

Average Rating: 4.4/5.0

Total Reviews: 8

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