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Smarter Business CRM services are tailored to your specific business needs — starting with listening and understanding your requirements.
Based on your requirements we design the CRM fields and layouts, build custom reports and workflows, and can augment your CRM with AI and custom MCP servers to automate and schedule those workflows. Once your CRM has been populated with your contacts and relevant data from spreadsheets, emails, or other source, we train your team and provide ongoing support — all tailored, not templated.
We speak business, not just software.
Have you used sales coaches, selling systems or marketing consultants to grow your organisation — and did their ideas actually stick? Often the results disappoint, not because the techniques were wrong, but because rolling them out without a CRM backbone gets complicated fast. We take the best of what works in sales, marketing and service and build it into a structured CRM system around your business.
Act! CRM now brings AI-driven insights into the mix, helping you spot opportunities and flag risk rather than just store data. At Smarter Business, we go further — using AI ourselves to build smart integrations between Act! and the other systems you rely on.
Working together, we’ll identify the CRM features — AI-enabled and otherwise — that deliver the most value for you, with the right level of consultancy depending on the scale of your initiative and your team’s CRM experience.
We begin by understanding your business model, customer base, and business processes. Our consultancy process is designed to provide a seamless and successful CRM implementation, starting with asking you four basic questions:
By comprehensively addressing these four essential questions, we ensure that our CRM implementation process is targeted towards meeting your organisation’s unique needs.
Once the CRM strategy is ready, our team of experts handles the entire CRM implementation and onboarding process. We ensure that the system is set up correctly, integrates smoothly with your other business systems, and functions effectively to support your operations.
We believe that proper training is crucial for a successful CRM implementation. Therefore, we offer comprehensive and tailored training to your team. We understand that not everyone needs the same level of CRM functionality, so our personalised approach ensures that everyone can use the CRM system effectively. Moreover, our support doesn’t end with implementation; we provide ongoing assistance to help both you and new team members get the most out of your CRM system.
Data analysis is key to understanding your customers’ behaviours and preferences. We assist you in analysing the data collected by the CRM system and provide comprehensive reports that inform your business decisions.
Smarter Business services aren’t limited to CRM. We integrate your CRM seamlessly with other business systems — lead generation, quoting, email marketing — connected through custom AI MCP servers and workflows that automate the handoffs, improving efficiency and cutting costs.