Track leads, manage sales, and analyze performance — all in one intuitive dashboard.
SMATO CRM is an intelligent solution that streamlines sales, operations, and customer engagement — helping you capture leads, manage vendors, and nurture relationships efficiently.
Seamlessly connect CRM with Books, HR, Ecorner, Assets, Inventory, and Production to enable smooth data exchange and automation across departments.
Link customer interactions with sales teams, assign leads, and track performance metrics.
Sync customer invoices, payments, and financial records for accurate accounting.
Centralize customer support, service requests, and communication logs.
Centralize customer support, service requests, and communication logs.
Manage and track customer-assigned equipment or service-related assets.
Manage and track customer-assigned equipment or service-related assets.
Align sales orders with real-time stock updates and delivery schedules.
Automatically generate production orders based on confirmed sales from CRM.
SMATO CRM empowers businesses with intelligent, easy-to-use tools that simplify customer and sales management while improving productivity and collaboration. Here’s why it stands out:
📦 Organize your products and services effortlessly with structured item management synced with estimates and vendor data.
Track, qualify, and convert potential leads into valuable customers with a structured, data-driven approach.
Manage all leads with detailed profiles and complete activity history.
Organize leads by source, priority, or stage for better targeting.
Monitor lead status and performance instantly with live dashboards.
Manage all your customer data in one secure platform. From first contact to long-term retention, SMATO CRM keeps you connected with your clients at every step.
Complete Profiles: Maintain detailed customer records with contact, communication, and transaction history.
Categorization: Segment customers by type, region, or business category for better targeting.
Interaction Tracking: Log calls, meetings, and notes for personalized engagement.
Engagement Insights: Analyze customer behavior and interactions for smarter relationship strategies.
Generate, manage, and track quotations effortlessly — from initial proposal to final approval.
Create itemized quotations with pricing, taxes, and discounts.
Personalize estimate formats with your branding and terms.
Instantly convert approved estimates into invoices or sales orders.
Monitor estimate status from sent to approval or decline effortlessly.
Smato CRM helps businesses scale faster with real-time insights, automation, and better customer relationships — backed by measurable success.
Strengthen your vendor network and streamline procurement through transparent, centralized vendor management.
Regardless of the industry or field, our digital services provide cutting-edge solutions that are adapted to meet the unique demands and goals of our clients.
Smato CRM helps businesses manage their customer relationships, track leads and sales, automate daily tasks, and analyze performance — all from one centralized platform.
Yes, you can fully customize your dashboard widgets, reports, and data views to match your team’s workflow and KPIs.
Absolutely. Smato CRM includes automation for lead follow-ups, reminders, task creation, and even email notifications — reducing manual effort and improving productivity.
Smato CRM uses industry-standard encryption and multi-layered security protocols to protect your data. Access is role-based to ensure only authorized users can view or edit information.
Smato CRM empowers your team to streamline sales, automate workflows, and build lasting customer connections — all from one intuitive platform.
contactus@smartifysol.com
+91 78936 56868 / +91 94933 08677
Connects HR, CRM, Accounts, Inventory, and more into one seamless platform to simplify and grow your business.
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