Audience
Companies of all sizes that need a custom CRM solution
About SMARTCRM
For 30 years, we at SMARTCRM have been working on Customer Relationship Management. With more than 500 man years of experience, our team can fall back on absolute know-how. The result of our work is a CRM tool from professionals for professionals. Are you looking for a CRM? But no rigid system off the shelf? Rather one that meets your individual requirements? And you attach great importance to customer care? Best directly from the software manufacturer? How about a CRM solution based on the modular principle? From a CRM specialist for the D-A-CH region (Germany, Austria, Switzerland) that is, with close to 30 years of experience, one of the veterans of the German CRM market? And which not only offers you software but also an extensive panel of services?
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Grassfish
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ProTracker RMD
Are You Tired of:
Reading about the new SECURE Act changes?
Calculating RMDs on spreadsheets?
Are you trying to track client RMD withdrawals to see if clients have taken them?
Monitoring custodians who calculate some RMDs but not inherited accounts?
Pondering which clients are Eligible Designated Beneficiaries (EDBs)?
Wondering how to manage the new 10-Year Rule accounts?
ProTracker RMD Allows You to Calculate:
Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries.
A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent.
A separate panel to track the expirations of 10-Year Rule accounts.
A global 10-Year Rule Account screen to monitor all client accounts for expiration.
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Lime Connect
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Connect AI allows you to deploy autonomous AI Agents that handle up to 70% of customer requests independently, while the AI Copilot assists your service team by summarizing conversations, suggesting answers, and providing relevant knowledge in real time. Automate processes with Workflows, update integrated systems, and deliver seamless support across all channels.
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Pricing
Pricing Details:
Contact SMARTCRM for pricing details.
Integrations
Company Information
SMARTCRM
Founded: 1992
Germany
smartcrm.de/
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Product Details
Platforms Supported
Cloud
iPhone
iPad
SMARTCRM Product Features
CRM
Document Storage
Email Marketing
Mobile Access
Calendar/Reminder System
Call Logging
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management