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8 Questions Every Matchmaker Asks about Matchmaking CRM

December 08, 2020


When choosing matchmaking CRM software, matchmakers normally want a simple, affordable, secure, and private electronic database that just works. A slick design, good customer service, and a simple-to-use interface is all they need to get going. But finding the right matchmaking CRM can still be a hard task. So, what do you need to know to make sure you get the software and support that you need?

Introduction to Matchmaking CRM

Here’s the first thing we learned when we got into this game: Matchmaking is not just a job, it’s a passion.

Matchmaking is not an easy job, software can break, clients can be difficult, any number of things can go wrong. The only way to succeed as a matchmaker is to be passionate about it.

True matchmakers love matching people, simple as that. Be it matching for business, for retail, or for love, a matchmaker finds joy in building connections and making introductions. Unlike many other industries, a matchmaker is happy when you don’t need them anymore, because it means they matched you right.

When it comes to technology and CRM, though, many matchmakers may not really know what to do. They are experts in connections, not technology and programming, so they need to be certain they can rely on the vendors who supply them with software and CRM solutions.

Here are our top 8 questions that matchmakers ask when looking for a matchmaking CRM.

  1. What are the advantages of the matchmaking CRM?
  2. Will my matchmaking database be private and secure in the CRM?
  3. Do I get live, human support with matchmaking CRM?
  4. How much does it cost and what are the terms?
  5. Is matchmaking CRM easy to customize for my business?
  6. Is matchmaking CRM easy to start?
  7. Can I transfer my data from another system?
  8. Can I connect my matchmaking CRM to my website?

1. What are the advantages of the matchmaking CRM?

Imagine having instant access to your client profiles, from anywhere and at any time. Imagine being able to search, match, and find anyone in your database, and introduce clients to each other in minutes. Imagine the time you could save, the productivity you could muster and the amount of collaboration with your team and with your customers you could get done.

With good matchmaking CRM, you can match more effectively, search your database faster, and introduce people quicker and smarter. Add all of that to our top-notch security, strict privacy policy, and dedicated personal support and you’re beginning to get an idea of just what CRM can do for you. At a low monthly price with no long-term contracts and no hidden fees, our CRM will make your life easier and your business run smoother. What more could you ask for?


  • Start matching with SmartMatchApp in minutes
  • Customize fields, tags, keywords, and much more
  • Organize everything in one place and access on any device
  • Find any information you need in less than 4 clicks 
  • Build custom forms and integrate your database seamlessly
  • Invite your clients to privately update their profiles in your database
  • Send client introductions and profiles with just 3 clicks
  • Automate your workflow with reminders, triggers and actions
  • Integrate with other apps using our API or Zapier
  • Collaborate with your team and customers in one system

2. Will my database be private and secure in the CRM?

This is one of the first questions our customers ask us. How secure and private will their data be in our CRM system?

The answer: Very secure indeed.

SmartMatchApp is a privately-owned, independent technology company. Our job is to develop and license the technology you need while constantly keeping it up-to-date, secure, safe and private. We designed our CRM as a system of separate database tables, so there is no way for your data to be shared between matchmakers unless mutually agreed in the Network. Basically, your data isn’t just protected from outside forces, but it’s also kept separate from all other data in SmartMatchApp. What’s yours, stays yours. Simple as that.

In addition, as per our very strict international privacy policy we do not sell, rent or market your data to anyone, ever.


  • SmartMatchApp is Privacy Shield, PIPEDA and GDPR compliant.
  • SmartMatchApp does not sell or rent your information or data to anyone. Ever.
  • You may opt-out of any future communications from SmartMatchApp at any time.
  • You can request to see, change, correct, delete, or express any concerns about your data at any time.
  • Your information is protected, encrypted, and kept on secure servers in a controlled environment.

3. Do I get live, human support with CRM?


SmartMatchApp has won awards for its impeccable service and easy-to-use platform. The core of our business is customer satisfaction. We treat our customers the way we want to be treated ourselves. We are always available to offer training for you and your colleagues, as well as being on hand to help you set up and customize your database. There’s no hidden small print or surprise fees and there is complete transparency throughout the entire process. With SmartMatchApp, what you see is what you get.


  • Unlimited phone and email support
  • Personalized, optional onboarding training
  • Personal Demos and Free Trials

4. How much does CRM cost and what are the terms?

Subscriptions to SmartMatchApp can start as low as $30 a month. Our Standard License is a functional and affordable option for entrepreneurs who are just starting their journey in the growing and vibrant matchmaking industry.

With the basic license, matchmakers can add up to a 2,500 clients onto their personalized database. As your company grows, you can switch to our Premium license and gain access to additional features, media usage, advanced reporting, more sophisticated matching algorithms, and state of the art CRM automation. Our Premium account users also can get other add-ons such as White Label, Enhanced Profile and more.

Oh, and do you want to know the best thing? There are no long-term contracts, hidden fees or cancelation penalties. SmartMatchApp CRM works for you when you want it, for as long as you want it.


  • Free Trial, extendable on demand 
  • Monthly subscriptions start at just $30
  • No long-term contracts, hidden fees, or cancelation penalties
  • Add users easily as you grow

5. Is the CRM easy to customize?

SmartMatchApp is very easy to customize and does not require a developer or a designer to operate. Without any previous experience, you can create your own fields, forms, and search criteria with our easy-to-use CRM software.

Our system is very much like Lego - you can take the basic building blocks and put them all together yourself, in whatever arrangement most suits your needs. We designed our system with customizability in mind because matchmakers work in a wide range of different markets, languages, niches, and backgrounds. So, in order to be useful for everyone, we had to create a platform that was very flexible and highly customizable.

Overview of Customization areas

  • Fields
  • Matching
  • Tasks 
  • Activities
  • Finances
  • Calendar 
  • Introductions
  • Web Forms
  • Searches
  • Surveys 
  • Questionnaires 
  • Reports 
  • Workflows 
  • Automation rules
  • Integration with other apps via API or Zapier

6. Is matchmaking CRM complicated to start?

Our customers often ask us how soon they can start using SmartMatchApp. Our answer is simple: Right now.

After you subscribe, your database will be ready in a matter of minutes and will immediately get to work making a positive impact on your business.  Depending on your needs and your chosen customizations, you’ll be fully up and running in anything from a few hours to a couple of weeks. It’s entirely up to you.

7. Can I transfer my data from another system?

Yes, you can.

We have completed hundreds of successful imports and data transfers for our customers, including all contact data, photos, files, activities and tasks. As long as your data is already in a table format, or we are able get it into a table (Excel or CSV) format for you, we will be able to import it into our SmartMatchApp CRM and save you a whole heap of time and effort during the migration process. 


  • Transfer your data from any system
  • Excel or CSV formats accepted
  • Transfer contacts, photos, activities, notes, and matches
  • Our team is always available to help

8. Can I connect my CRM to my website?

Our customizable website form builder allows you to create an unlimited number of web forms to collect the information you need from your clients. Our forms can be easily stylized and integrated into your website for a seamless user experience.

Additionally, you can automate your website replies and redirect to your Thank You page, making it easier to track conversions. There is also an option to give your clients access to their profile, so that they can upload additional photos and update their information directly.


  • Unlimited website forms included
  • Customizable fields and CSS style builder
  • Custom automation, notifications, and workflow settings
  • Integration with your website included.

2024 © SmartMatch Systems Inc.


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