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Description

Experience seamless CRM, sales, and merchandising capabilities from any location with SAP Business One, which equips your sales team with up-to-date master data, pricing, and inventory levels while engaging with customers in the field. A diverse range of features is at your disposal for executing in-store tasks, such as processing sales transactions, conducting in-store surveys, tracking objectives, and accessing CRM data, including photos and notes from calls. Sales representatives using Opmetrix can significantly enhance their sales efforts and have essential information readily available. Additionally, Opmetrix dashboards provide management with valuable insights into sales activities, customer interactions, and performance trends. By leveraging GPS tracking and geo-fencing, Opmetrix facilitates real-time reporting and activity updates, giving management a comprehensive view of ongoing business operations. This level of transparency empowers leaders to make informed decisions based on real-time data.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access Attaché Yes 
Acumatica Cloud ERP Yes 
Cin7 Inventory Management Yes 
MYOB Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
Meetrics No 
Micronet Distribution Software Yes 
Microsoft Dynamics 365 Business Central Yes 
NetSuite Yes 
SAP Business One Yes 
Sage 300 Yes 
Sage 500 Yes 
Xero Yes 

Integrations

Access Attaché No 
Acumatica Cloud ERP No 
Cin7 Inventory Management No 
MYOB No 
MYOB AccountRight No 
MYOB Acumatica No 
Meetrics Yes 
Micronet Distribution Software No 
Microsoft Dynamics 365 Business Central No 
NetSuite No 
SAP Business One No 
Sage 300 No 
Sage 500 No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 Yes 
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) No 
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

Opmetrix

Founded

1995

Country

New Zealand

Website

opmetrix.com

Vendor Details

Company Name

SMART

Founded

1998

Country

United States

Website

www.smart.software

Product Features

CRM

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

eCommerce

CRM Yes 
Catalog Management Yes 
Channel Management No 
Customer Accounts Yes 
Data Security No 
Email Marketing Yes 
Inventory Management No 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart Yes 
Templates No 

Order Entry

Back Order Management No 
Customer Database Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Real Time Order Entry No 
Remote Order Entry Yes 
Shipping Management No 
Warehouse Management No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection Yes 
Inspection Yes 
Pricing / Placement Optimization Yes 
Product Education Yes 
Product Promotion Strategy Yes 
Retail Site Audit Yes 
Workforce Management Yes 

Route Planning

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

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management No 
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 No 
Work Order Management No 

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 

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