Your Data, Your Control
The Smartest CRM for Your Business!
Features
CMT SMART CRM offers a suite
of powerful features tailored for
modern enterprises.
Project Management Tool- Leads Management
- Estimates and Proposals
- One-Click Invoice Creation
- Staff Task Management
We always evaluate our skills
through our performance
Powerful FeaturesPowerful CRM. Personal Cloud.
Total Control!
Project Management Tool:
Efficiently oversee projects by tracking expenses and time spent on tasks. Assign multiple team members to tasks and monitor their contributions seamlessly.
One-Click Invoice Creation:
Generate professional invoices effortlessly. Attach relevant files and send them directly to clients, complete with auto-generated PDFs. Support for various tax rates per item and recurring invoices is included.
Estimates and Proposals:
Quickly create and dispatch estimates to clients. Upon acceptance, estimates can automatically convert to invoices. Craft compelling proposals enriched with images, tables, and videos to captivate potential clients.
Leads Management:
Utilize an intuitive Kanban interface to monitor leads and their progression. Features include file attachments, lead-to-customer conversion, email auto-import, proposal creation, and note-taking.
Expense Recording:
Log company expenditures with ease. Set up recurring expenses that auto-generate based on specified intervals, whether days, weeks, months, or years. Option to bill expenses directly to clients or projects is available.
Payment Recording:
Accept and record payments in multiple currencies. Clients can remit payments via platforms like PayPal and Stripe. Each recorded payment is accompanied by an auto-generated PDF receipt.
Robust Support System:
Implement a comprehensive ticketing system featuring auto-responses, private staff notes, ticket assignments, attachments, predefined replies, knowledge base linking, and customizable priorities and statuses.
Knowledge Base:
Develop and share informative articles accessible to both clients and staff. A voting system allows users to rate the usefulness of each article, fostering continuous improvement.
Staff Task Management:
Assign tasks to multiple employees, designate followers, and facilitate task-related discussions through comments and attachments.
Contract Management:
Streamline the creation and management of client contracts. Generate PDF documents swiftly and dispatch them via the built-in sending feature. Automated reminders notify clients ahead of contract expirations.
Surveys:
Design and distribute surveys to clients, leads, or staff to gather valuable feedback and insights, aiding in business improvement.
Detailed Calendar:
Maintain a clear overview of company events, invoice due dates, contract expirations, estimate deadlines, and task completion dates.
Company Newsfeed:
Share significant company events, upload essential documents, and foster seamless communication among employees.
Goals Tracking:
Establish and monitor business objectives. Notify staff about achievements or areas needing attention, ensuring alignment with company goals. .
Custom Fields:
Add personalized fields to various modules such as invoices, estimates, and more, tailoring the CRM to your specific business requirements.
Comprehensive Reports:
Access insightful reports covering sales, expenses, customer activities, and more. Utilize custom date filters to analyze data effectively and make informed decisions.
Our Features+1000 Satisfied Customers
🔥 Don't just take our words
Emily Carter
Customer Success Manager, SwiftTech Solutions (USA)"MY AI BOT has transformed our customer support operations! Our response time has decreased by 70%, and customers appreciate the quick and relevant answers. The AI-powered learning capability ensures it improves over time. It's like having an always-on virtual assistant that never sleeps!"
Dr. Robert Williams
Director, EduFuture Academy (UK)"CMT SMART LMS is the perfect learning platform for our online courses. The AI-powered student engagement tools and personalized learning recommendations have made a huge difference. Our students are more engaged, and our instructors find it easy to manage. The best LMS we've worked with!"
Jason Miller
CTO, InnovateX Inc. (USA)"We partnered with CMT AI for a custom enterprise software solution, and they exceeded our expectations. Their team understands complex business requirements and delivers robust, AI-driven solutions. Their ability to integrate AI and automation into our workflows has been a game-changer for our business!"
Sarah Johnson
COO, RetailSync Ltd. (UK)"CMT AI helped us optimize our eCommerce platform with AI and DevOps automation, improving our site speed, security, and conversion rates. The AI-powered product recommendations increased our sales by 30% within months. Their team’s expertise in cloud and AI solutions is truly impressive!"
Daniel Foster
Managing Director, FinEdge Solutions (USA)"CMT AI developed our fintech mobile app using Flutter & React Native, and the experience was fantastic. The app is fast, user-friendly, and integrates seamlessly with banking APIs. Their deep understanding of cross-platform development and security sets them apart. Looking forward to more projects together!"
Mark Thompson
CEO, GrowthSphere Ltd. (UK)"CMT SMART CRM has revolutionized how we manage our sales pipeline and customer relationships. The AI-driven automation and customizable workflows have significantly improved our efficiency. Plus, having full control over our data on a private cloud is a huge advantage. Highly recommended for businesses looking for a secure and scalable CRM!"
Book a Free Demo Today!Ready to Elevate Your Business
Experience the power of CMT SMART CRM – the ultimate solution for managing customers,
automating workflows, and boosting productivity.
01. Choose a Time That Suits You
Select a convenient date and time from
our available slots. No back-and-forth
emails—just pick and proceed!
02. Share Your Business Needs
Tell us about your business challenges and
goals. Our experts will tailor the demo
to address your specific requirements.
03. Join the Meeting & Get Insights
AConnect with our CRM specialists, explore
CMT SMART CRM in action, and discover
how it can streamline your operations.
