CRM Enhancements

Automatic Enrichment

Ever had an awkward coffee meeting because you couldn’t recall essential details about the person across the table?

Being prepared enriches every conversation. Smarty uses public data APIs to help keep you up-to-date on the readily availably details of your network

How Smarty Facilitates:

• All-in-One Profile: With Smarty, all relevant details are in one place: their profile. A quick glance gives you all the info you need.

• Stay Informed: Quickly review their latest updates, articles, or notes from previous meetings.

Mindful Reminders

We encourage you to be more proactive in your relationships.

By consistently being there for your contacts, you’ll notice a positive shift in your life’s trajectory.

How Smarty Facilitates:

• Set Strategic Reminders: Smarty helps you set timely reminders for vital events or check-ins.

• Engage Meaningfully: Reach out with context and purpose. Reminding yourself of past interactions can make your present ones more impactful.

Smart CRM Search

Life’s most memorable moments often come unexpectedly.

A chance encounter with an old friend while traveling, a spontaneous event leading to new friendships, or a last-minute outing leading to delightful surprises.

Call it fate, serendipity, or plain luck — these moments are truly special.

How Smarty Facilitates:

• Stay Updated: Smarty’s dashboard provides updates on the latest happenings in your contacts' lives, fostering unexpected engagements.

• Smart Search: Smarty’s intuitive search not only finds the exact contact but also introduces elements of surprise. For instance, searching for “people in France” might bring up someone who recently traveled there.