Smart Features and Professional Tools
Smart CRM software with professional matchmaking tools and functionality addresses
important tasks from one system to bring your business to a higher level by working Smart
![Matching](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/matching.png)
Matching
Match clients individually or allow our Smart algorithms to suggest matches for you
- Save hours of time on manual cross comparison work. Calibrated Smart algorithms within the system assist you with matching process
- Predicted relationship success percentage between two clients will be provided with a detailed report on their highlighted matching criterias
- Ranked suggestions will be pushed to the top by the system based on the information about your client and their match preferences
![Introductions](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/introductions.png)
Introductions
Make personalized introductions with optional photos and videos with just a few clicks
- In less than a minute you can share client profiles with other clients and companies. Custom introduction pages can include your company branding
- Send professional introductions with carefully selected client information to your clients and business partners for review
- You can select which information is to be visible to others and which media files to display for your recipients
![Communications](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/communications.png)
Communications
Send personal and group emails, SMS text messages, notifications, and reminders
- Simple and fast communication with your professional world from within the system. Smart Match App has everything you need to forget about extra third party tools
- Send group email to your target audience in just a few clicks, using custom templates Connect your company email address
- Set up a Twilio account to start texting. Create custom notifications and reminders to stay on top of your business
![Web forms](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/webforms.png)
Web forms
Build custom forms, integrate your database with your marketing campaigns
- Automate your database population without spending time on manual data entry. It takes mere minutes to create a custom web form
- Create totally custom, company-branded webforms, Choose fields and information you want to extract from your clients
- Integrate your web form with your website. Share a link to the form on your social media pages and personal blogs, attach the form to your marketing newsletters
![Branding](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/branding.png)
Branding
Upload your company logo, customize colors and have a professional look
- Impress your clients with a branded professional looking interface. Create a perfect environment for your audience and put your creative vision at work
- Totally branded system just the way you see it - from the database profiles and access to the communication system to beautiful introduction templates
- Upload your business logo and customize the system theme and colors in seconds
![member portal](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/memberportal.png)
Member Portal
Engage your clients with a personal member login or fully interactive member portal
- Fully automate your matchmaking system. Allow your clients to log in to their profiles, update their information and media and, even do their own matching
- Let your clients view their introductions, provide their calendar availability, chat with one another or with your team and give you their feedback
- Create recurring subscription plans, integrate with Stripe to automatically charge your clients to significantly increase your revenues
![reporting](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/reporting.png)
Reporting
Generate custom reports on a wide range of filters and criteria
- Detailed reporting system lets you compile important information and measure your team’s performance
- Totally customized Smart reports can show you client schedules and locations, signed contract files and their status, as well as custom field data and much more
- Apply custom filters and data sources to your reports based on your needs, from client profile data to your team activities, all at your fingertips
![task management](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/taskmanagement.png)
Task Management
Keep an eye on project management, manage tasks, priorities, events or activities, client status
- Easy-to-use project management tools that allow you to effortlessly administer the activities of your client database and staff
- Assign tasks to clients and to your team members, write messages, attach files, set up due dates and priorities
- Track task status, review client and team priorities, create custom reminders to always stay a step ahead and be prepared for any event
![integrations](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/integrations.png)
Integrations
Use Zapier or our own custom API to connect with 2,000+ apps
- Linking with Zapier will allow you to create custom triggers and execute a range of automated workflows
- Effortless system integration and time-saving automation with other software and databases
- Integrate with a wide range of apps such as Google Suite, Mailchimp, Slack, Active Campaign, social media platforms and popular apps from around the world
![custom database](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/customdatabase.png)
Custom Database
Create a custom database using any criteria to organize your clients
- Easy to set up and completely customizable database builder. Our flexible system is capable of carrying on many different business models at once
- Create custom fields and match preferences for your clients, adjust colors and themes, control client interface
- Tailor your database from menus and tabs, to project management system and notifications, to networking feature and full White Label set up
![advanced search](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/advancedsearch.png)
Advanced Search
Search your database by any desired criteria within seconds
- Save loads of time finding particular clients within your database, SmartSearch is user-friendly and takes seconds to launch and deliver results
- SmartSearch your database by keywords, profile field information, match preferences, locations, by client types and lists of assigned tags
- Create custom views of your database. Sort and display your clients in the requested order and save your advanced searches and apply tons of filters in two clicks
![surveys](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/surveys.png)
Surveys
Send personal or automated surveys and get valuable feedback from your clients
- Few clicks and your surveys are sent to the clients, you can collect all the required feedback information from your clients in less than a minute and review the statistics
- Add fields and group questions to your surveys, adjust additional information, make your surveys look just how you want it, with your branding featured every time
- Every survey you create is saved and templated within the system. Send personal surveys in just a few clicks to thousands of clients at once
![activities](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/activities.png)
Timeline
View history of profile updates, emails, SMS messages, notes, matches and calls
- Fast access to everything happening within your database. One tab shows you the entire system activities for every client and staff member
- Track emails and text messages sent from Smart Match App, review profile changes, see current notes, developing matches, and membership activities for every client
- Apply filters to narrow your activity searches for particular clients or team members, search by keywords and create custom timeline searches to review activity history
![scheduling](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/scheduling.png)
Scheduling
Schedule matches, introductions, meetings, tasks, events and feedback
- Simple set up process. You will always stay on top of your business and never miss an important date. Our automated system always keeps you posted
- Automate a personal client scheduler with duration and matches required per contact, provide additional notes and control current status
- SmartScheduler suggests dates that you can add to a schedule group. Track current, completed, and past due events
![calendar and events](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/calendarandevents.png)
Calendar and Events
Book and complete meetings and events and follow up with participants
- Optimize your event management. View all necessary information on one screen. Our interactive calendar allows you to quickly search by event types and organizers
- Book complex events in minutes. Add Google Maps locations, create custom reminders, and link other events to existing ones
- Select and invite some or all of your clients at once for an event. Automatically collect their feedback after the event. Easily custom search and review your past events
![finances and billing](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/financesandbilling.png)
Finances and Billing
Run your financials and invoice your clients straight from Smart Match App
- Practical finance features with Stripe Connect and custom invoice options will save you time when charging your clients for services provided
- Create subscription plans for your clients and automate recurring invoicing or manually invoice your clients for one-time charges
- With Stripe integration, connect Smart Match App directly to your bank account
![network](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/network.png)
Network
Explore our established network of more than 1,000 matchmakers
- Access the network of other established matchmakers worldwide, share ideas and collaborate, exchange database information and find matches for your clients
- Search the network by keyword, country, or zip code. Send requests to connect, and post public announcements and referrals for other matchmakers to view
- Create a private network within Smart Match App to share referrals with other companies, and build a professional relationship with your colleagues around the world
![cloud storage](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/cloudstorage.png)
Cloud Storage
Store files, photos, videos and documents within the app
- Your company and client data is stored securely on our servers with our Privacy Shield, PIPEDA and GDPR certifications
- We utilize end-to-end 256 bit encryption for maximum security and provide the top industrial level of security for all of your data
- Your client data, media, contracts and documents are located within each client’s profile for quick and easy access to all information
![media](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/media.png)
Media
Send beautiful HD photos and videos with your introductions
- High-definition photos and videos retain their quality within the system
- We offer the ability to select and share your client’s media in just a few clicks, sending beautiful introductions
- Set limits for the amount of photos or videos your clients can upload to their profiles. Run reports for your client media usage
![contracts tracking](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/contractsmanagement.png)
Contract Tracking
Create client contracts, expiry dates
- Create contracts quickly and easily. Attach a signed copy for the records, connect schedules to your contracts and keep track of important deadlines
- Assign start and expiration dates, review contract length, control the status with ability to freeze a contract, create custom reminders, and take notes, all on one page
- Track matches per contract, matches included, completed and remaining, to stay on top of your business with all contract information in one tab
![white label](https://dsg1jgkr1b4yd.cloudfront.net/static/website/src/img/features/whitelabel.png)
White label
Set up your own URL and make the system a true part of your business
- Impress your clients with your private domain, hide our company branding and references to make the system truly yours from A to Z
- Every link within your system will display your company private domain and custom branding and theme colors, tailored for you and your business
- Truly your system - from custom private domain links on client introductions, invoices and web forms - to client log in pages, notifications and reminders
Smart Match App is an award-winning matchmaking and membership management software CRM servicing more than 100,000 users worldwide
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2024 © SmartMatch Systems Inc.