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What is SmartCompany?

Studies show that over 70% of CRM implementations fail mainly due to a lack of user engagement. This problem often stems from organizations overcomplicating their CRM strategies, frequently opting for expensive solutions filled with superfluous features. Such choices lead to an excessive focus on complex modifications, which only serve to make the systems more convoluted. As a result, users find themselves disengaged and confused, culminating in underutilized CRM platforms and wasted investments. At SmartCompany, we advocate for a focus on simplicity. Our solution incorporates attractive, intuitive interfaces paired with just the right level of customization to ensure flexibility without overwhelming users. Designed to be a seamless plug-and-play system, it is both quick to learn and enjoyable to use. Additionally, it offers ample functionality that delivers value right from the start, enabling users to begin using the system effectively from the moment of installation. By emphasizing user-friendliness, we seek to improve user satisfaction and boost adoption rates, ultimately leading to more successful CRM outcomes.

What is Cobalt?

The software you choose, particularly your CRM and its various integrations, must be flexible enough to align with your team's distinctive operational workflows. Furthermore, it needs to be sturdy and reliable, ensuring steady performance now while also facilitating future innovations. For over two decades, Cobalt has focused on developing and refining tools specifically designed to integrate seamlessly with Microsoft Dynamics 365. Their range of services encompasses membership management, certification, events, eCommerce, and migration solutions, which are widely employed by a diverse group of membership organizations, certification bodies, small and medium-sized businesses, along with numerous Dynamics 365 partners and users. Cobalt’s unwavering dedication to innovation and customer satisfaction propels their continuous development initiatives. This commitment not only enhances user experience but also positions them as a leader in their field.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Momentive Software

Integrations Supported

Microsoft Dynamics 365
Momentive Software

API Availability

Has API

API Availability

Has API

Pricing Information

$30 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

SmartCompany

Date Founded

2000

Company Location

United States

Company Website

www.smartcompany.net

Company Facts

Organization Name

Momentive Software

Company Location

United States

Company Website

www.cobalt.net

Categories and Features

CRM

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

Categories and Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

CRM

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

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

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