Have your clients complained about tardy status reports or the lack of detail about what is happening in their campaigns?

Would you like to be able to offer tailored access to their information, such as leads and campaign reporting?


Client transparency

SmileCRM helps with client transparency in the following ways:

  • Configurable customer login
  • Automatic lead distribution
  • Automatic campaign reporting distribution
  • Branded lead reporting
  • Customised lead reporting

Brand transparency

SmileCRM helps you with visibility of the customer brand:

  • Store details of the brand detail, USP's and Objections
  • Unlimited attachments can be uploaded
  • Website integration directly to opportunities or campaigns
  • Customers can have multiple brands


Report and Enquiries

Drill into the campaigns

Customer Login

Give access to customers

Branded Lead Report

Lead report using your logo and accent colour