ClientSmart (CRM)

BULK COMMUNICATION

Bulk communication is not a unique concept, but we have taken it one step further! We give you different options like Entity Type, Service Category or Industry Categories.
Significantly improve your communication with your clients with our bulk SMS and Email tool. Choose from a single client, group or all your clients. Get the right message, to the right client, at the right time.

COMMUNICATION PER INDUSTRY

Communicate legislative changes to a particular industry without causing confusion to other clients. Perhaps a new minimum wage to your agricultural clients? Here you can upload files to client portals, send an SMS or Email to a client group which is setup under a specific SARS code. E.g.: 0100 Agriculture, Forestry and Fishing, 0200 Mining and Quarrying etc.

COMMUNICATION PER ENTITY TYPE

Need to communicate important information to a particular entity type? Or perhaps let your trust clients know about the proposed amendments to the tax act that will impact Trusts? Upload files to client portals, and send an SMS or Email to a client set up under a specific entity type. E.g.: Trust, Closed corporation, Company, NPC etc.

COMMUNICATION PER SERVICE

Communicate important information regarding a particular service category without confusing other clients. Perhaps for EMP 501 deadlines and requirements to all clients you submit this bi-annual reconciliation for? Here you can upload files to client portals, send an SMS or Email to a client setup under a specific Service Category. E.g.: VAT, PAYE, EMP201, EMP501, UIF, BBBEE, Workmans Comp, Tax clearance, Financial Statements, Audit, Independent review, CIPC annual returns etc.

REPORTING

Client Dynamic Report – A full overview report of your clients and their services, Year End, Entity and Partners. This can be filtered accordingly if you only want a report on certain clients.
Client Summary – A quick viewing option of your clients and all their details with some filtering options.
Birthday List – A quick view of any client birthdays which have been picked up via their ID numbers.