SMOOTHBADGER CRM
Know your customers.
Remember the next step.
Keep customer information and follow-up actions in a practical workspace. Give your team a clearer view of who needs attention and what should happen next.
New here? Talk to us about getting started, setup and your business requirements.
Relationships that keep moving.BUILT FOR THE PEOPLE DOING THE WORK
Useful features.
Everyday benefits.
Put customer context and the next action within reach.
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
Stay close to your customers.
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 FIND THE RIGHT FIT
Your business.
Your way of working.
A walkthrough gives you a chance to explore the product, ask questions and discuss setup, migration or custom development.
Talk it through ↗Start with a conversation.
Tell us about your team, the systems you already use and where work gets stuck. We’ll help you understand the options and agree a sensible next step.
Contact info@inixsys.com or call 01925 393630. We’ll discuss availability, scope and costs for your requirements.
LET’S MAKE SOMETHING GOOD
Give your next follow-up a home.
Explore the workspace with us and see how it fits your business.