SMX™ CRM 2007
By providing a single view of a customers using SMX it means that you can maintain and develop the relationship effectively and easily. Being able to access the system from anywhere an internet connection is available, you're never too far away from the data you need to make the right decision.
From managing your day to day tasks to fully structured promotional projects, SMX enables you to achieve the most from your customer/supporter base. Take a look at the features that are available by following the links below. The major themes are not mutually exclusive and complete customisation is available to provide a system that fits your requirements.
SMX has full support for WorldPay so you can take payments online easily and safely. It also features CapScan postcoding so you can make sure you have accurate addressing whether it is being entered by visitors to your site or by your own processing staff.
SMX Core Features
Whatever version of SMX you use, the core features will be available to you.
Membership ManagementCreate and manage any number of memebership schemes and levels.
Customer/Supporter ManagementComplete customer management with account and company grouping as well as consumer households.
Campaign ManagementCreate, monitor and analyse all your marketing campaigns with our Fish™ module
eCommerce with @rcade®A full featured on-line shop which allows you to manage the fulfilment yourself or integrate with your fulfilment company.
Task ManagementUse the diary and task manager to make sure you do not miss key dates, follow ups and actions.
System IntegrationSMX will talk to other systems to keep them in sync.
Workflow ProjectsCreate workflow projects to automatically trigger events.
Specialised Modules
SMX provides some specialised modules that provide solutions for some typical scenarios and help you customise the application quickly
SMX Sales Manager™Let your sales force manage their customers as you manage them. Use project templates as sales prompts and classify customers using multi level sales ladders.
SMX Membership™Designed sepcifcally to help your manage the most complex membership schemes simple and easily - from online sign up to card production.
SMX Controlled Order System™Advanced ordering control for sales forces and branch networks, COS supports comaplex budgetting and control models.
SMX Fundraiser™Manage your relationship with your supporters. Take donations both online and offline. SMX Fundraiser has advanced Gift Aid support.