Customer database

SmartSales map and geolocalization screenshot
SmartSales customer database
SmartSales timeline history

Geolocalize customers on map

See the location of your customers on a map. Use different colour pins for different types of customers (by products, sector, ...). Get directions. 

Customer data at your fingertips

Addresses, phone numbers, names of contact persons, ... everything directly available at your fingertips! 

Customer history 

Thanks to the timeline view, you can find back all historic data per customer: last orders, visit history, most popular products sold, ...

Visit reports

SmartSales custom visit reports

Visit report templates

By creating visit report templates, your sales reps will always ask the right questions when in front of their customers/prospects. As a sales manager, you get to see your team's visit reports in a proper, well-structured way! 

Traceability 

Finding back the conclusions of that meeting 3 months ago can be a complicated struggle. Not with SmartSales: all visit reports are nicely stored by customer and by sales rep. 

Custom surveys

If necessary (for example during fairs), you can create a customised survey to complete while meeting visitors at your stand or on other occasions. Stop completing paper forms & manual encoding afterwards! 

Try SmartSales for free

 

Try for free     or     Get a free demo

Free 30-day trial of the mobile app. No credit card required.

Catalog & order taking

Add products to your basket

It's a child's' game: pick the desired products and add them to the basket. 

SmartSales product catalog screenshot

Adjust product quantities and allow discounts

Allow discounts during the sales conversation and convince your customer to sign directly!

SmartSales catalog

Have the customer sign the order

No more signing on paper, scanning & forwarding to the back-office. Everything is streamlined. 

SmartSales order signature

Streamline the back-office work

Your customer receives an order confirmation and your back-end system receives the order for further processing. 

SmartSales catalog order details

Add products to your basket

It's a child's' game: pick the desired products and add them to the basket. 

SmartSales product catalog screenshot

Adjust product quantities and allow discounts

Allow discounts during the sales conversation and convince your customer to sign directly!

SmartSales catalog

Have the customer sign the order

No more signing on paper, scanning & forwarding to the back-office. Everything is streamlined. 

SmartSales order signature

Streamline the back-office work

Your customer receives an order confirmation and your back-end system receives the order for further processing. 

SmartSales catalog order details

Planning

SmartSales calendar and task view

Calendar

Plan your appointments efficiently thanks to the calendar view. Integrate your other calendars (Exchange, Google, ...) in SmartSales as well. 

Overview of tasks & appointments

Plan your workload thanks to the clear overview of tasks and appointments. Overviews are available by week, by month, by customer, ... 

Planning management

Internal sales teams can plan and manage appointments for sales representatives so that your sales reps can be more productive!

Documents

SmartSales documents overview
SmartSales documents presentations
SmartSales documents sharing via email
SmartSales documents full screen

Always up-to-date

Marketing documents available in SmartSales are managed centrally in the back-end. You'll be sure that your sales reps never show outdated information to customers!

Presentations

Based on the documents available in SmartSales, a sales rep can quickly generate customised presentations tailored to his specific customer or prospect. 

Sharing

"Can you send me these slides, please?" We all know this typical request after an appointment. With SmartSales, it's done in seconds.

Reporting

SmartSales Dashboards

Customisable dashboards available on mobile and on web. Customise your own widgets and add them to your dashboard as you wish.

SmartSales web manager dashboard

Excel reporting

If you prefer Excel-reporting, you're free to export your SmartSales data to Excel to create your own graphics and tables. 

SmartSales export to excel

Power BI reporting

For more complex needs, Power BI offers an advanced Business Intelligence solution capable of combining data from SmartSales with data from any other data source (other ERP, CRM,  ... applications) 

SmartSales Power BI report

SmartSales Dashboards

Customisable dashboards available on mobile and on web. Customise your own widgets and add them to your dashboard as you wish.

SmartSales web manager dashboard

Excel reporting

If you prefer Excel-reporting, you're free to export your SmartSales data to Excel to create your own graphics and tables. 

SmartSales export to excel

Power BI reporting

For more complex needs, Power BI offers an advanced Business Intelligence solution capable of combining data from SmartSales with data from any other data source (other ERP, CRM,  ... applications) 

SmartSales Power BI report

Other features

Branding

Customise SmartSales to your company branding.

Communication

Users can communicate via the integrated chat feature

Discounts & Promotions

Allow (or refuse) your sales reps to give discounts to customers, temporary promotional offers, ...

Integrations

SmartSales can be integrated with other 3rd party tools: office tools, CRM/ERP applications, ...

CMS

The content management system allows administrators to add/remove customer data, product catalogs, documents, customised surveys etc...

Barcode scanning

Orders can be taken while scanning product barcodes for streamlined integration with stock management.

Multilingual

SmartSales is available in English, French, Dutch, German & Spanish, Slovak, Czech, Polish, Portuguese and Italian.

Available on- and offline

The mobile app is available without internet connection. Very useful when visiting customers in specific locations.

Try now for free!

Video