SmileCRM

Import or export list with over 40 seperate fields, with 10 configurable for specific client needs. Use over 70 pre-built rules to clean your list before use.

Use operator screen with all key call details shown with auto advance to next call. Select from list to update specific information, or use bulk change facility to update key information.

Automatically email lead to your client or their prospect. Print lead with your branding/logo or just export to excel the choice is yours. If these are your leads, convert them to clients.

Invoice based on per Call, Day, Appointment set/attended, fixed price or even as a percentage of the final sale. An invoice export is available for Sage integration.

Use the live Teamview enquiry to show actual status of calls or use client enquiry to review proposals, Campaigns, invoicing and more to give you 100% visibility of your clients and what your team are doing.