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Transparency

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?

GDPR

Client transparency

SmileCRM helps with client transparency in the following ways:

  • Configurable customer login (Manager or Salesperson)
  • Automatic lead distribution
  • Automatic weekly/daily campaign reporting distribution
  • Branded lead reporting with your logo/accent colour
  • Customised lead reporting when you want to have client specific templates
  • Activate quality control so customers only see "approved" opportunities

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

GDPR

Report and Enquiries

Drill into the campaigns

Customer Login

Give access to customers

Branded Lead Report

Lead report using your logo and accent colour