SmartSimple's Real 360 CRM

You may have noticed that all of SmartSimple’s product suites are named 360°. The reason is, SmartSimple provides an authentic and holistic approach to tracking and managing what's important to you.

For instance, you can ensure that all information captured in your contacts profile is meaningful to your actual relationships. Grants applicants can upload meeting minutes and financial statements, and you can easily identify those who belong to a given organization (i.e. employer), and those who are associated (i.e. volunteers and board members). In the end, life is simplified because everything you need to capture is done as a by-product of your contact’s interaction with the system.

Further to this, all relevant information is readily available in an integrated system and is online-accessible at any time. And, perhaps the most important aspect of our 360° product line is how an applicant’s profile and organizational profile are accessible at any time from within a grants application, just as one can view and access all relevant applications from a user’s profile.

The below image shows the applicant and organziation attached to a given grant application:

By clicking the applicant’s name in the screen above, we are taken to the profile. Note that a hyperlink to their applications is front and centre.

From the applicant’s profile, we can click into the organization’s profile, and subsequently view all applications associated with that organization.