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About

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

About

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Field service businesses

Audience

Commercial Service businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Version Not Supported
Free Trial Not Supported

Pricing

$17
Tier-based pricing, depending on the number of users.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Simplicity. Support. And the ability to get my whole team involved. Wingmate is the CRM of choice for Service-driven companies.

Cons

  • None. There is nothing terrible about this solution. Great product, great people.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

SMART
Founded: 1998
United States
www.smart.software

Company Information

Wingmate
Founded: 2016
Canada
wingmateapp.com

Alternatives

Alternatives

Freshservice

Freshservice

Freshworks

Categories

Asset Tracking Supported
Compliance Supported
Contact Management Supported
Help Desk Supported
Inventory Control Supported
Issue Tracking Supported
Lead Management Supported
Portal Supported
Route Planning Supported
Service Dispatch Supported

Categories

Construction CRM Supported
CRM Supported
Field Sales Supported
Lead Generation Supported
Lead Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Not Supported
Shared Contacts Supported
Social Media Integration Not Supported

Employee Monitoring Features

Activity Monitoring Not Supported
Browsing History Not Supported
Email Monitoring Not Supported
Keystroke Recording Not Supported
Productivity Analysis Supported
Remote Control Not Supported
Screen Activity Recording Not Supported
Time & Attendance Not Supported
Time Tracking Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Not Supported
Real-time Chat Not Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Not Supported
Ticket Management Not Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Not Supported
Item Management Supported
Order Management Supported
Procurement Management Not Supported
Reorder Management Not Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Not Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Route Planning Features

Capacity Planning Not Supported
Drag & Drop Scheduling Supported
Driver Management Supported
Emergency Dispatch Supported
GPS Tracking Supported
Performance Metrics Supported
Route Costing Not Supported
Territory Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Supported
Customer Database Supported
Emergency Dispatch Supported
Fuel Management Not Supported
Mileage Tracking Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Supported
Inventory Management Supported
Invoices Supported
Lead / Opportunity Management Supported
Online Payments Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Integrations

Meetrics Supported
Zapier Not Supported

Integrations

Meetrics Not Supported
Zapier Supported
Claim SMART Software and update features and information
Claim SMART Software and update features and information
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Claim Wingmate and update features and information