Average Ratings 153 Ratings

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Description

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. The Smart CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. The platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about HubSpot's premium software, or get started with its full suite of free tool.

Description

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AddEvent Yes 
Amazon Lex Yes 
AnyMeeting Yes 
Aonflow Yes 
Drivetrain Yes 
Heyflow Yes 
Journey Yes 
Knowlarity Yes 
Lection Yes 
LinkedIn Sales Navigator Yes 
Lucky Orange Yes 
Nooks Yes 
OpenGTM Yes 
Opensense Yes 
PATLive Yes 
Resmo Yes 
SalesBlink Yes 
SegmentStream Yes 
ZINFI Yes 
sandsiv+ Yes 

Integrations

AddEvent No 
Amazon Lex No 
AnyMeeting No 
Aonflow No 
Drivetrain No 
Heyflow No 
Journey No 
Knowlarity No 
Lection No 
LinkedIn Sales Navigator No 
Lucky Orange No 
Nooks No 
OpenGTM No 
Opensense No 
PATLive No 
Resmo No 
SalesBlink No 
SegmentStream No 
ZINFI No 
sandsiv+ No 

Pricing Details

Free
Starter plan is $20/month, Professional plan is $50/month, Enterprise plan is $75/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HubSpot

Founded

2006

Country

United States

Website

www.hubspot.com/products/crm/ai-crm

Vendor Details

Company Name

SMART

Founded

1998

Country

United States

Website

www.smart.software

Product Features

Automotive CRM

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management No 
Lease Management No 
List Management No 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management No 
Showroom Management No 
Territory Management Yes 

Call Tracking

CRM Yes 
Call Log Yes 
Call Recording Yes 
Call Routing Yes 
Caller Identification No 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition No 
Keyword Tracking Yes 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Chatbot

Call to Action Yes 
Context and Coherence Yes 
Human Takeover Yes 
Inline Media / Videos Yes 
Machine Learning Yes 
Natural Language Processing Yes 
Payment Integration Yes 
Prediction Yes 
Ready-made Templates Yes 
Reporting / Analytics Yes 
Sentiment Analysis Yes 
Social Media Integration Yes 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting Yes 
Project Management Yes 
Quote Management No 
Sales Management No 
Scheduling Yes 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management Yes 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar Yes 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management Yes 
Social Media Management Yes 
Video Management Yes 

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management Yes 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics No 
Win / Loss Analysis Yes 

eCommerce Marketing

AB Testing Yes 
Abandoned Cart Email Yes 
Analytics / ROI Tracking Yes 
Customer Data Profiles Yes 
Dynamic Content Yes 
Email Marketing Yes 
Email Personalization Yes 
Facebook Ads Yes 
Google Ads Yes 
Product Recommendations Yes 
Push Notifications Yes 
Retargeting Yes 
SMS Marketing Yes 
Search Marketing Yes 
Segmentation Yes 
Signup Forms & Popups Yes 
Social Marketing Yes 
Triggered Emails Yes 
Website Visitor Tracking Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence Yes 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Template Design

A/B Testing Yes 
Code From Scratch Yes 
Drag & Drop Editing Yes 
Image Library Yes 
Import HTML Code Yes 
Mobile-Friendly / Responsive Yes 
Potential Issue Identification Yes 
Premade Templates Yes 
Proofing Yes 
Reporting / Analytics Yes 
Text Editor Yes 
Theme Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Landing Page

A/B Testing Yes 
Analytics Yes 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management Yes 
Templates Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting Yes 
Offline Form Yes 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Online Form Builders

Artificial Intelligence Yes 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms Yes 
Data Tables Yes 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms Yes 
Pre-made Templates Yes 
Quizzes / Questionnaires Yes 
Reporting / Data Visualization Yes 
Signup Forms Yes 
Surveys Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Revenue Operations

AI Insights Yes 
Account Health Dashboard Yes 
Automatic CRM Updates Yes 
Contact / Activity Tracking Yes 
RevOps Automation Yes 
Revenue Dashboard Yes 
Revenue Intelligence / Reporting Yes 
Sales Analytics Yes 
Sales Forecasting Yes 
Third-Party Data Aggregation Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) Yes 
Lead Analytics Yes 
Pipeline Management Yes 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting Yes 

Sales Content Management

Audio / Video Recording Yes 
Audio File Management Yes 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations Yes 
Email Management Yes 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management Yes 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning Yes 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining Yes 
Data Verification Yes 
Email Integration Yes 
Lead Scoring Yes 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence Yes 
Contact Management Yes 
MMS Yes 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons Yes 
Mobile Keywords Yes 
Polls / Voting Yes 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes Yes 
Text-to-Win Yes 

Social CRM

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat Yes 
Marketing Automation Integration Yes 
Multi-Channel Social Integration Yes 
Social Media Monitoring Yes 
Task Management Yes 

Social Media Management

Automated Publishing Yes 
Brand Tracking Yes 
Content Management Yes 
Customer Engagement Yes 
Multi-Account Management Yes 
Multi-User Collaboration Yes 
Post Scheduling Yes 
Reporting/Analytics Yes 
Social Media Monitoring Yes 

Product Features

Asset Tracking

Activity Tracking No 
Audit Trails No 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking No 
QR Codes No 
Reservations No 
Service History No 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management Yes 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

Contact Management

Activity Management No 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation No 
Shared Contacts Yes 
Social Media Integration No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Employee Monitoring

Activity Monitoring No 
Browsing History No 
Email Monitoring No 
Keystroke Recording No 
Productivity Analysis Yes 
Remote Control No 
Screen Activity Recording No 
Time & Attendance No 
Time Tracking Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Inventory Control

Allocation Yes 
Barcoding Yes 
Cost Tracking Yes 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management No 
Reorder Management No 
SKU / UPC Codes Yes 
Serial Number Tracking Yes 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting No 
Inventory Optimization No 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management No 
Supplier Management Yes 
Warehouse Management Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Transportation Dispatch

Billing & Invoicing Yes 
Computer Aided Dispatch Yes 
Customer Database Yes 
Emergency Dispatch Yes 
Fuel Management No 
Mileage Tracking Yes 
Order Management No 
Routing Yes 
Scheduling Yes 
Vehicle Tracking Yes 

Alternatives

Alternatives