RELATIONSHIPS THAT KEEP MOVING.
Know your customers.
Remember the next step.
SmoothBadger CRM brings customer information and follow-up actions into a practical workspace. Give your team a clearer view of who needs attention and what should happen next.
SmoothBadger CRMBUILT FOR THE PEOPLE DOING THE WORK
Useful features.
Everyday benefits.
Find the right record.
Search customers and narrow the view by user. Keep the customer record as the starting point for your relationship.
Make the next action visible.
Use personal and team action lists to keep calls, tasks and next-action dates in view.
Focus on what is due.
Filter actions by type or customer category, and switch between all, overdue and today’s actions.
Keep the conversation together.
Customer notes, actions and orders give your team a place to work from the relationship rather than scattered reminders.
See activity more clearly.
Reporting includes customer filtering, representative action logs and last-action views.
Give work a home.
Use customer ownership and team-wide action visibility to support a consistent approach to follow-up.
A CLEARER WAY THROUGH
From first step to next step.
Find your customer.
Start with customer search and the record for the person or business you need.
Plan the follow-up.
Record what needs doing and when the next action should take place.
Keep it moving.
Review your action list, focus on today’s work and use reports to understand activity.
Let’s see how it fits your business.
A walkthrough gives you a chance to explore the product, ask questions and discuss setup, migration or custom work.
Arrange a walkthrough ↗LET’S MAKE IT HAPPEN
A better way to work starts with a conversation.
Tell us what you want to improve. We’ll help you find the right next step.