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SMX™ Patron CRM

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 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

  • 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

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
 

Integrated with a range of third-party payment, messaging and marketing solution providers.

 

 



Windows 10 Browser Support Statement

PRODUCTNAME is supported by Systematic Marketing Ltd on the following editions of Internet Explorer – Internet Explorer 11, and Microsoft Edge. PRODUCTNAME is supported on the following servicing branches of Windows 10 – Current Branch (CB), Current Branch for Business (CBB) and will be supported for the lifetime of your license.

Windows 10 Support Statement

PRODUCTNAME is supported by Systematic Marketing Ltd on the following editions of Windows 10 – Windows 10 Pro and Windows 10 Enterprise. PRODUCTNAME is supported on the following servicing branches of Windows 10 – Current Branch (CB), Current Branch for Business (CBB) and will be supported for the lifetime of your license.

Technical Support

Customers can expect to work with our excellent team of Support Engineers (or System Integrators) who will ensure that PRODUCTNAME is installed and packaged to suit the needs of your business. Customers can find out more information about our technical support services by going to http://smxi.com/support



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