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.

Try for free
Contact for a demo
5_stars    Over 20.000 happy daily users
CRM+
 

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.

 

CRM+ visual
 

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.
CRM+
3232784

Work orders per year

5172

Customers trust OutSmart

14
+

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

 

Try OutSmart completely free for 14 days!

Try for free
Online demo