SmileCRM will help manage the following areas:
1) Record "Access" requests and allow print of details
2) Manage "Removal" requests for both controller and processor
3) Implement data retention policies to archive data
4) Record the lawful basis for the contact.

For more information click here

Telemarketing software built to support your service offerings

Our sophisticated campaign wizard takes you through the steps needed to set up each type of campaign

Lead Generation

When the client sets the date of the meeting.

Appointment Setting

Use calendar free time to book meeting.


Use BANT to qualify leads or appointments.


Broadcast changes to your clients.


Build sophisticated surveys for your clients.

List Cleaning

Update contacts with validated information

Lead Generation

Leads generation can be completed informally or using the structured B.A.N.T. (Budget, authority, need and timescale) approach.

Assign salesman using multiple options

The campaign wizard allows leads to be assigned using:

  • Specified client contact
  • Manual choice from all client contacts
  • Use contact region to determine the sales person to assign

Print lead using our standard layout with your logo/branding

Alternatively, upload your own format for printing leads

Appointment Setting

Link Office365, Google or any system that publishes the iCalendar format.

Appointment setting can be done through guided or scripted calling

Building on the lead area of the calls screens, choose the slot for an appointment and the client contact to make the appointment appear in the calendar for this person. Existing appointments are shown as "taken" slots. For additional sophistication:

  • Link a calendar to SmileCRM
  • Add task to your calendar to confirm the appointment is going ahead

List Cleaning

Create campaigns specifically for data that is missing or needs to be confirmed.

100+ built in rules

Add sophisticated rules to campaigns to confirm if a value is present in a specific field for a contact. Optionally, change contact details "in-flight" through the standard call screens. Single button access to view the following areas:

  • Companies House
  • Google search
  • Google map


Use the scripted calls screen to run client surveys is a breeze.

Easy to build surveys or scripts

Create surveys for your customers, which integrate into the familiar call shell for your operators. Up to date statistics for both the call progress as well as the survey results are available within a a few clicks. Choose from the following question types:

  • Drop down lists
  • Check/Radio buttons
  • Simple text, dates or numbers
  • Database linked

Integrated into the script builder are pre-built questions and answers to make your life easy!

Enquiries and Reports

Leads, Lists, Teams, Operators or Campaign information are just a few clicks away.

Campaign Statistics

Detailed analysis of campaign statistics is available.

Customer analysis

Use pivot grids to analyse customer statistics.

Portal Pages

Each security role has a specific page targeting them

Embedded KPI's

Occupancy, penetration, reach and more built in.

Daily operations

Operator, campaign or use daily pivot grid.

Exporting Data

Lists, leads and statistics all can be exported to Excel.


Features and pricing - No login no charge!

Staff login (21-40)

£ 0.90 per user/day
  • Call scheduling
  • Scripted calls
  • Unscripted calls
  • Surveys
  • List management*
  • Campaign management
  • Client management
  • Lead/prospect management

Staff login (40+)

£ 0.80 per user/day
  • Call scheduling
  • Scripted calls
  • Unscripted calls
  • Surveys
  • List management*
  • Campaign management
  • Client management
  • Lead/prospect management


Don't worry - Help is at hand.

Training videos

60 training videos and growing!

Remote Desktop

TeamViewer when videos just aren't enough.

Telephone Support

Standard UK business hours.

Email Support

When it's just a question.