Customer management with SmartReach is made easy with our straightforward design. The platform is designed to streamline your workflow and give you the tools you need to provide the best customer service possible. With SmartReach, you can manage all aspects of your customers’ profiles, including locations, contacts, estimates & invoices, purchase orders, work orders, assets, and special discounts or warranties, all in one place. 

Efficiency and Ease of Use 

At SmartReach, we understand how valuable your time is. That is why we designed our platform to be as user-friendly and efficient as possible. Our intuitive interface is easy to navigate, so you can quickly find the information you need. Plus, our platform is cloud-based, so you can access your data from anywhere, at any time, on any device. 

Manage All Aspects of the Customer Profile 

SmartReach allows you collect as little or as much information of your customers’ profiles. You can easily manage their locations, contacts, purchase orders, work orders, assets, and special discounts or warranties. Our platform allows you to decide the information to collect. As your operation grows SmartReach will be ready to handle it.

Addresses and Contacts 

Easily manage your customers’ addresses and contacts. With real-time address validation and mapping you always have the most up-to-date information about your customers.

Purchase Orders and Work Orders 

SmartReach lets you manage your customers’ purchase order and work orders, so you can easily keep track of what they have ordered and when. 

Asset Management 

If your facility manages assets, SmartReach makes it easy to keep track of them as well as the maintenance and repair history. With automated maintenance schedules work orders are generated automatically reducing your workload.

 

Discounts and Warranties 

Manage discounts and warranties at an individual customer level. As equipment is received and serviced the discounts and warranties are applied automatically. Set up is simple so you can provide your customers with the best possible service. 

Simple Design. Big Impact. 

At SmartReach, we understand the importance of customer management and believe that simplicity can have a big impact. Our platform is designed with a clean, intuitive interface that makes it easy to manage all aspects of your customers’ profiles.  Managing customer data can be time consuming, which is why we have made SmartReach simple and straightforward. 

 

Our straightforward design does not sacrifice functionality, though. SmartReach is packed with features and settings to help you manage your customers efficiently and effectively. With SmartReach, you have the power to manage your customers like never before. 

If you are ready to take your customer management to the next level, sign up for SmartReach today! 

Need more proof? schedule a demo today to see how SmartReach can benefit your business. Our team will walk you through all the features of our platform and answer any questions you may have. We are confident that once you see how easy and efficient SmartReach is, you will never want to go back to managing your customers the old-fashioned way.