RSM McGladrey

SmartStart CRM



Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $19.00/month/user
  • Free Trial
    Yes
  • Deployment
    Installed - Windows
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • RSM McGladrey
  • www.mcgladrey.com
  • Founded 1926
  • United States

About SmartStart CRM

You're ready for a mature sales management system. McGladrey's SmartStart Program for Microsoft Dynamics CRM gets your organization up and running quickly. With McGladrey's Smart Start Program you can create a centralized system of leads, accounts & opportunities while sharing information across your company, uniformly track and evaluate opportunities, streamline your staff's workday, automate manual business tasks with workflows and grow your business with an easily adaptable CRM


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SmartStart CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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