Are you getting the full advantage of your matchmaking CRM? Let’s face it, contracts are a huge part of your world as a matchmaker. SmartMatchApp's Matchmaking CRM offers you a feature that will allow you to effectively create, manage and track your client contracts directly within your matchmaking software.
This Contracts feature has many benefits that we think you'll find useful as a professional matchmaker.
Create unlimited contracts - whether you have 5 clients or 500+ clients
Set your contract start and end dates
Keep track of important dates and notes with unlimited reminders
Automatically updating statuses
Gain accountability over your data with 'Created by' user name link
Unlimited contract Freezing periods
Add custom fields that work with your contract's requirements
Attach relevant files as needed, such as signed contracts
Indicators of both total frozen days count and total used contract days count so you can get an accurate picture of the time left in the contract.
A dashboard view allows you to perform an advanced search by the client, by start and end date, or by the user
This feature is easy to use and will save you time and energy. Here’s how it works:
Setup custom contracts fields
- Go to Settings / Client Contracts
Add any fields needed
Go to a Client profile
- Click on Contracts section
Add a Contract Start date
Add Contract duration
Edit start date if needed
Edit duration period if needed
Fill any custom fields
Click Actions to Freeze a Contract
Click Actions to add a Reminder
When contact is active you will see Active status
Go to Dashboard
Click Contracts
Click Advanced Search
Search by the client, by start and end date, by the user
For a quick video overview of our Contracts Feature click here.
SmartMatchApp is an Award-winning Matchmaking and Matching Software CRM trusted by more than 500 Professional Matchmakers, Connectors, Event Organizers, and Networkers in any field.
