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What is SMART Software?

SMART Software provides comprehensive field service management solutions tailored for various industries. By collaborating with your team, we enhance route efficiency and deliver in-depth reporting that aids in the expansion of your service operations. Our industry-leading software support team ensures you receive top-notch assistance, including personalized on-site training to maximize your experience. With our system, you can optimize your business processes while centralizing vital customer data in a single location. Our tools for inventory management, equipment tracking, and time tracking, complemented by robust reporting features, are designed to boost your profitability. You can also efficiently manage all elements related to service issues, such as ticketing, technician assignments, inventory oversight, and vehicle upkeep. Unlike standard ATM software or processors, we have a unique approach to forecasting vault cash, making ATM SMART a favored option for clients who typically return 20% of their vault cash. Additionally, SMART includes a powerful, integrated CRM solution to help you effectively nurture relationships with customers, vendors, sales leads, and other key business contacts, ensuring you maintain a competitive edge in your market. This multifaceted approach empowers businesses to operate more efficiently while fostering growth.

What is Canfigure?

Canfigure is an adaptable software platform designed to automate various business processes and workflows efficiently. Its pre-designed modules encompass Asset Management, Computerized Maintenance Management System (CMMS), Configuration Management Database (CMDB), Service Desk, Change Management, Equipment Management, and Test Validation, allowing for a flexible combination of modules tailored to meet specific organizational needs. Our expertise lies in transitioning businesses from reliance on Excel spreadsheets or outdated legacy systems for managing essential data to a unified, user-friendly, and economical solution that empowers you to take charge of your information. Additionally, Canfigure offers distinctive customization features that enable administrators to make system adjustments independently, eliminating the need for vendor assistance and minimizing ongoing costs. This unique capability not only enhances operational efficiency but also fosters a more agile response to changing business requirements.

Media

Media

Integrations Supported

Active Directory
Jira
Meetrics
Salesforce
ServiceNow
Smartsheet

Integrations Supported

Active Directory
Jira
Meetrics
Salesforce
ServiceNow
Smartsheet

API Availability

Has API

API Availability

Has API

Pricing Information

$74.99
Free Trial Offered?
Free Version

Pricing Information

$2000 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SMART

Date Founded

1998

Company Location

United States

Company Website

www.smart.software

Company Facts

Organization Name

Canfigure

Date Founded

2019

Company Location

United States

Company Website

www.canfigure.net

Categories and Features

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Employee Monitoring

Activity Monitoring
Browsing History
Email Monitoring
Keystroke Recording
Productivity Analysis
Remote Control
Screen Activity Recording
Time & Attendance
Time Tracking

Field Service Management

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

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

Lead Management

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Service Dispatch

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Categories and Features

Asset Tracking

The Canfigure Asset Management Module offers comprehensive solutions for managing the entire life cycle of fixed assets and inventory. This system isn't restricted to just IT equipment; it encompasses a wide range of assets, including any Plant, Property, or Machinery. It allows for the efficient collection of all maintenance and financial data, with the added benefit of being able to customize the database schema to suit specific needs. Integrated workflows facilitate the processes of installation, maintenance, transfer, and decommissioning of assets. Additionally, the inventory management feature enables tracking of items across various locations along with effective stock management. The Asset Mobile app is also available for scanning labels and conducting stock takes. The module includes built-in depreciation features and can easily integrate with your existing accounting system.

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Change Management

The Canfigure Service Desk module is designed with ITIL standards in mind. When used alongside the Canfigure CMDB and Change Management, it offers a comprehensive IT Service Management (ITSM) solution. Its template-driven methodology allows for the creation of customized forms and workflows tailored to various types of tickets, such as Problem Management, Service Request approvals, and automatic ticket routing to appropriate support teams. The relationship features provided by the integrated CMDB facilitate connections between incidents and Configuration Items, including associated Requests for Change (RFCs), Tasks, and Personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, enabling the generation of statistics for analyzing Key Performance Indicators (KPIs).

Approval Workflow
Audit Trail
Automated Notifications
Change Calendar
Change Planning
Compliance Management
Prioritization
Release Management
Task Management
Tracking & Reporting
Training Management

CMDB

The Canfigure Configuration Management Database (CMDB) serves as a comprehensive hub for documenting all asset information and their interconnections. With its robust querying and reporting features, the CMDB can inform you about the location of assets, their current users, and their dependencies. Canfigure comes equipped with ready-to-use support for various IT asset categories, including servers, software, databases, networks, personnel, and physical locations. Additionally, it offers the flexibility to easily adapt and include any asset type and specific attributes as needed. Utilizing its built-in administrative tools, users have the ability to create custom forms, menus, and tailor all elements of the system to their preferences. Data from Excel can be seamlessly imported to quickly fill the database, and APIs are available for automated data integration. Furthermore, you have the option to incorporate integrated Change Management, which facilitates multi-tiered approval processes and notifications for any modifications that impact your infrastructure.

Change Management
Configuration Management
Data Visualization
Device Auto Discovery
IT Asset Management
Impact Management
License Management
Performance Management
Relationship Mapping

CMMS

Canfigure serves as a robust Computerized Maintenance Management System (CMMS) by leveraging its Asset Management module along with a dedicated mobile application. This system allows users to categorize various asset types and monitor their entire lifecycle, complete with detailed maintenance logs and work order management capabilities. Users can establish a maintenance schedule for assets, complete with automated notifications and the option to initiate specific workflows as needed. Additionally, inventory tracking is enhanced with features such as barcode scanning and the ability to generate labels for spare parts. The system also enables users to easily check in and out items like tools or electronic devices. The accompanying mobile application offers convenient remote access to a majority of asset management tasks, including the ability to submit work orders and upload images.

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Fixed Asset Management

The Canfigure Asset Management Module offers comprehensive features for managing the entire life-cycle of fixed assets and inventory. This system is not restricted to IT equipment and can encompass various types of assets, including Plant, Property, and Machinery. It allows for the collection of all maintenance-related information as well as financial data, and provides the flexibility to expand the database schema as needed. Integrated workflows facilitate the processes of installation, maintenance, transfer, and decommissioning of assets. The inventory management feature enables tracking of items across various locations while overseeing stock levels. Our Asset Mobile application allows users to scan labels and conduct stock counts efficiently. Additionally, the module includes built-in depreciation functions and the option to connect with your existing accounting software.

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Help Desk

The Canfigure Service Desk module is designed in alignment with ITIL standards. When paired with Canfigure's Configuration Management Database (CMDB) and Change Management, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven strategy, it offers the flexibility to create customized forms and workflows tailored to various Ticket categories, such as Problem Management, Service Request authorizations, and automatic ticket routing to the appropriate support teams. The robust relationship features of the integrated CMDB facilitate connections between incidents and Configuration Items, encompassing associated Requests for Change (RFC), Tasks, and Personnel. Service Level Agreements (SLAs) can be tracked based on established resolution timelines, enabling the generation of statistics for analyzing Key Performance Indicators (KPIs).

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Management

The Canfigure Asset Management Module offers a comprehensive suite of features designed for the effective management of fixed assets and inventory throughout their entire life cycle. This module accommodates a wide range of assets beyond just IT equipment, including various types of Plant, Property, and Machinery. It allows for the detailed recording of all maintenance activities and associated financial information, with the added option to customize the database structure to suit specific needs. Integrated workflows facilitate the processes of installation, maintenance, transfer, and decommissioning of assets seamlessly. Additionally, the inventory management feature enables the tracking of items across various locations, enhancing stock management capabilities. Users can utilize the Asset Mobile app to scan labels and conduct stocktaking efficiently. The module also includes built-in depreciation functionality and offers the possibility to connect with your existing accounting system for streamlined financial management.

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

The Canfigure Service Desk module is designed based on ITIL guidelines. When paired with the Canfigure Configuration Management Database (CMDB) and Change Management components, it creates a comprehensive IT Service Management (ITSM) solution. Its template-driven methodology allows for the creation of tailored forms and workflows for various ticket types, such as Problem Management, Service Request approvals, and automatic ticket routing to appropriate support teams. The relationship functionality within the CMDB facilitates connections between incidents and Configuration Items, encompassing associated Requests for Change (RFCs), Tasks, and personnel. Service Level Agreements (SLAs) can be tracked based on established resolution times, enabling the generation of statistics for analysis of Key Performance Indicators (KPIs).

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

IT Asset Management

The Canfigure Asset Management Module offers comprehensive features for managing the entire lifecycle of fixed assets and inventory. This system is versatile, accommodating not only IT equipment but also encompassing various types of Plant, Property, and Machinery. It enables the collection of all maintenance data and financial information, with the option to customize the database schema further. Integrated workflows facilitate the processes of installation, maintenance, transfer, and decommissioning of assets. The inventory management functionality allows for the tracking of items across various locations, including stock management capabilities. Additionally, our Asset Mobile app enables users to scan labels and conduct stock takes efficiently. It also includes built-in depreciation features and the possibility to connect with your accounting software.

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

The template-driven methodology facilitates the creation of tailored forms and workflows for various Ticket categories, such as Problem Management, Service Request approvals, and automatic ticket distribution to appropriate support teams. The relationship functionality offered by the foundational CMDB permits connections between incidents and Configuration Items, encompassing associated RFCs, Tasks, and personnel. Service Levels can be tracked based on established SLA resolution timelines, generating data for analysis of Key Performance Indicators.

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

The Canfigure Service Desk module is designed following the guidelines of ITIL methodology. When paired with the Canfigure Configuration Management Database (CMDB) and Change Management processes, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven strategy, the system supports the creation of tailored forms and workflows for various ticket categories, such as Problem Management, Service Request approvals, and the automatic assignment of tickets to relevant support teams. The relational capabilities offered by the CMDB enable connections between incidents and Configuration Items, including associated Requests for Change (RFC), Tasks, and personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, facilitating the generation of statistics for analyzing Key Performance Indicators (KPIs).

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Service Desk

The Canfigure Service Desk module is designed with ITIL methodologies in mind. When it is integrated with the Canfigure CMDB and Change Management, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven system, it allows for the creation of tailored forms and workflows for various types of tickets, such as Problem Management, Service Request approvals, and automated ticket routing to appropriate support teams. The underlying CMDB's relationship functionality enables connections between incidents and Configuration Items, as well as linking them to associated Requests for Change (RFC), Tasks, and personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, facilitating the generation of data for Key Performance Indicator (KPI) assessments.

CMDB
Change Management
IT Asset Management
Incident Management
Knowledge Base
Mobile Access
Procurement Management
Remote Control
SLA Management
Self Service Portal

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