As the Sales Lead at iMart.pro Agency, a marketing agency specializing in SEO and digital services, I can say Smart CRM has transformed how we manage our sales. We store all client data and requests in the system, which keeps everything organized and accessible. The automated task reminders are a lifesaver—our managers never miss following up on commercial proposals or checking if clients are ready to collaborate, and they set reminders to clarify deal details. The dashboard gives us a clear view of deal closure stages, so I can instantly see where each prospect stands. The Binotel telephony integration is a huge plus, pulling call data directly into the CRM, making it easy to track conversations without juggling tools. Setup was a breeze, taking less than a day to import our data from Excel, and the pricing fits our small agency perfectly.
While Smart CRM excels for our sales team’s needs, it lacks robust task management and time-tracking features required for our SEO specialists and project managers. For project management, we have to purchase a separate service, which adds to our costs and complexity.
Before Smart CRM, we relied on Excel, which was a nightmare—disorganized, error-prone, and impossible to track client interactions efficiently. Smart CRM’s centralized system and telephony integration have made our process so much smoother compared to Excel’s chaos.
Smart CRM centralizes client data and call logs at Binotel, with automated reminders and deal tracking making our sales process faster and more efficient.