What is SMARTCRM?
For thirty years, SMARTCRM has been at the forefront of Customer Relationship Management, harnessing over 500 years of combined knowledge from our passionate team. This vast expertise has led to the creation of a CRM tool meticulously designed by experienced professionals for fellow experts. Are you looking for a CRM solution that avoids generic templates? Do you seek a system that is customized to fit your individual requirements while emphasizing outstanding customer service? Would having direct support from the creators of the software be valuable to you? Explore a modular CRM solution developed by a seasoned expert with nearly three decades of experience in the D-A-CH region and a well-established reputation in the German CRM market. We not only deliver cutting-edge software but also provide an extensive array of services to enrich your overall experience and guarantee your satisfaction. Our dedication to comprehending and addressing your unique needs distinguishes us within the industry and fosters long-lasting relationships with our clients. At SMARTCRM, we believe that personalized service and expertise are the keys to truly successful customer engagement.
Pricing
Price Overview:
Contact SMARTCRM for pricing details.
Integrations
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ProTracker RMD
Are you currently:
Keeping up with the evolving regulations of the SECURE Act?
Manually computing RMDs using spreadsheets?
Monitoring client withdrawals for RMDs to ensure compliance?
Irritated with custodians who handle some RMD calculations but neglect inherited accounts?
Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)?
Attempting to navigate the complexities of managing accounts under the 10-Year Rule?
ProTracker RMD offers:
Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries.
Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger.
A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule.
A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.
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Screenshots and Video
Company Facts
Company Name:
SMARTCRM
Date Founded:
1992
Company Location:
Germany
Company Website:
smartcrm.de/
Product Details
Deployment
SaaS
iPhone
iPad
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
SMARTCRM Categories and Features
CRM Software
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