A complete CRM system. A rich desktop application with the accessibility of the cloud.
SMX, smart computing.
By providing a single view of a customer, SMX enables you to 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, Stripe and a range of other providers, so you can take payments online easily and safely. It also features CapScan and PostcodeAnywhere 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.
Supporter
Management
- Classify your supporters into any number of groups – these can be global (available to everyone), private (available only to the person who created them – you have to be given specific rights for this);
- Create any number of customer fields for donor information
- Record the relationships between a supporter and other supporters or locations
- Keep a record of all interactions between your company and supporters – this is automatic if you use the built in communications options
- Easily add to existing lists or create new ones
- Send and email / letter / sms to a supporter using Word or the inbuilt editor
- Create a targeted promotion to a selected list
Fund Raising and Donations
- keep a track of all donations made by supporters
- create and monitor fund raising campaigns
- track methods of donation
- full Gift Aid tracking
- HMRC Recognition for online Gift Aid submissions
- create acknowledgments as emails/letters from the donation management options
- supports one off and continuous donations and subscriptions
- Online integration to enable giving via the website
Targeted Communications
- Record the relationships between a supporter and other supporters or locations
- Keep a record of all interactions between your company and supporters – this is automatic if you use the built in communications options
- Easily add to existing lists or create new ones
- Send and email / letter / sms to a supporter using Word or the inbuilt editor
- Create a targeted promotion to a selected list
Additional
features
- Options to integrate into third party API’s for anything from your telephone system to stock control solution
- Capscan or PostCodeAnywhere post coding available both in the manager and website (requires subscription)
- SMS available (requires subscription)
- Integrates with Word for letters and mail merge
- World Pay credit card processing available (requires subscription)
- Easy data capture of individuals and donations
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