CRM+

More control over your customer relationships and sales process.

With the CRM+ Power-Up, you extend the standard relationship management of OutSmart into a fully fledged customer and sales management system. You have instant insight into the complete customer history: from recent work orders and quotes to open tasks and contact moments. This way, you have all the information you need to serve a customer well at a glance.

Over 20.000 happy daily users

Disconnected contact management vs. OutSmart CRM

Step	Without OutSmart	With OutSmart
Customer overview	Contacts in one system, jobs in another, no link between them	Single customer profile — contacts, jobs, quotes, and history in one view
Service history	Search across multiple systems or ask a colleague	Complete job and contract history visible per customer instantly
Sales follow-up	Manual notes in email or memory — easy to drop	Follow-up tasks linked to the account, visible to the whole team
Account ownership	Unclear — whoever last emailed is the de facto owner	Account manager assigned per customer, with full activity log
New job context	Technician arrives without knowing the customer's history	All previous jobs, issues, and notes accessible before arrival
Reporting	No overview of customer value or churn risk	Revenue per customer, open work, and satisfaction score in one dashboard

Manage relations with ease

A key feature in CRM+ is the possibility to set up a sales funnel. This makes it easy to follow prospects step by step: from the first contact to a quote and finally an order. Each phase can be recorded, including probability and expected value. This gives you better visibility of future revenue and allows you to proactively steer growth.

CRM+ works seamlessly with other OutSmart functions such as Automations and Tasks. This allows you to automatically schedule follow-up actions, generate reminders or assign a task as soon as a customer moves to a new phase in the funnel. This makes your customer management not only more transparent but also smarter and more consistent.

Through improved insight and smart connections, CRM+ contributes to a more professional approach to customers. Your team always knows what is going on, avoids duplicate work and responds more quickly and adequately.

Practical example

A maintenance company wanted better insight into their prospects. Previously, quotes and follow-up actions were easily overlooked. With CRM+, they set up a funnel where all prospects are clearly visible, including value and probability. As soon as a quote is approved, a task is automatically created to plan the work order. As a result, they no longer miss any opportunities and their conversion rate has significantly increased.

Benefits

Extended customer and sales overview in one screen.
Set up sales funnels with phases, probabilities and values.
Smart integration with Automations and Tasks.
More professional and faster follow-up of leads and customers.

3232784

Work orders per year

5172

Customers trust OutSmart

Years of experience

We constantly had to create work orders manually with pen and paper. By providing a clear digital system with many options, along with an excellent helpdesk that assists with everything, even the smallest questions, Outsmart has helped us.

Thomas Loos, Display4all

We used to lose work orders now and then, which made tracking time a challenge. With the easy digital entry of work orders, it's much simpler for the technician to manage the administration. Having 100% accurate work orders has definitely cut our administrative time in half.

Pascal Hanenbergh, Hanenberg Techniek

Frequently asked questions about OutSmart CRM

Field service CRM software connects customer and contact data directly to work orders, contracts, quotes, and service history. OutSmart CRM gives your office and field teams a complete picture of every customer — open jobs, past visits, outstanding invoices, and conversation history — without switching between systems.

Standalone CRM tools are built for sales pipelines and contact management. OutSmart CRM is built for field service: every customer record is connected to their assets, work orders, contracts, and invoices. Your field team, planners, and account managers all work from the same live data — no integration or manual sync needed.

Yes. OutSmart CRM includes a sales pipeline where you can track prospects, log interactions, assign follow-up tasks, and convert accepted quotes to work orders automatically. Sales activity and operational history are visible in the same customer profile.

Yes. The OutSmart mobile app gives technicians access to the full customer profile — previous service reports, notes, contact preferences, and open issues — before and during a job. This reduces repeat calls to the office and improves the customer experience on-site.

Yes. You can store multiple contacts per company — facility manager, finance contact, technical contact — each with their own communication preferences and roles. The right person receives the right communication at each stage of the job lifecycle.

Yes. OutSmart CRM supports custom tags, categories, and filters so you can segment your customer base by industry, region, contract type, or any field relevant to your business. This is useful for targeted communication, renewal campaigns, or service reviews.

Yes. OutSmart integrates with tools including Exact Online, AFAS, and other platforms via API. Customer and account data can be synchronised so that OutSmart and your ERP or CRM remain consistent without manual updates on either side.

Industries

Integrations