SmartWe
Cloud CRM platform for contacts, leads, appointments, tasks and documents, hosted in a
SmartWe is a cloud-based CRM platform for managing contacts, leads, appointments, tasks, documents and customer communication. It is hosted in a German cloud environment and is designed to be configured and extended to individual requirements, with interfaces, workflows and cockpits that can be adapted.
Core capabilities include customer and contact management, lead management, task and schedule management, central document filing, personalized mailings and letters, a customer dossier with history, intelligent search and filtering, and the Picasso assistant for daily overviews. Integrations include telephony via CTI/TAPI, an MS Outlook CRM sidebar, an MS Teams add-in, server-side email archiving, mobile app synchronization, and offline capability. AI features cover text generation and automatic categorization, alongside Augmented Intelligence Assistors (AIA). Additional apps and extensions are available through the SmartWe Store, and an app toolkit for creating new apps is offered in higher editions.
SmartWe is aimed at small and medium-sized enterprises and is packaged in seat-based editions: Starter, Team and Premium, with an optional add-on priced per active user. A 30-day free trial is available, ending automatically, and subscriptions can be cancelled monthly with data export at any time.
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