Tired of customer data scattered across spreadsheets and vital information lost in cluttered inboxes? Stop juggling multiple disconnected tools. SME Advantage provides a powerful, integrated CRM at the heart of your business, surrounded by essential operational tools.
From the first contact with a lead to ongoing client relationships and support, our hub simplifies complexity and empowers your team.
Unlock Total Control with a Truly Unified Hub
Discover the powerful features integrated into your CRM & Operations Hub, designed to give you a seamless command over your entire customer lifecycle and internal processes.
Key Features:
- Unified CRM System with customizable Opportunity Pipelines (visual drag-and-drop interface)
- SmartLists for dynamic contact segmentation and automated list building
- Automated Lead Scoring and qualification systems
- Detailed Contact Tagging & unlimited Custom Fields for granular lead information
- Task & Activity Management directly linked to leads and deals
- Automated Duplicate Management to ensure clean sales data
- Company Object Management for B2B sales focus
Key Features:
- 360° Client View: Access detailed client profiles, complete interaction history (calls, emails, meetings), and all communication logs in one place.
- Centralized document storage per client.
- Tools for targeted communication campaigns (Email, SMS, WhatsApp based on client segments within the CRM).
- Notes and collaboration features for team members on client records.
Key Features:
- Streamlined Task Management: Assign, track, and manage team tasks with deadlines, priorities, and notifications.
- Integrated Invoicing: Create and send professional invoices directly from the platform; includes estimate creation, payment tracking, and connectivity to payment gateways.
- Efficient Inquiry & Case Management: Utilize the CRM to track customer inquiries and service cases, streamlining communication and resolution processes from assignment to completion using workflow automation.
- Knowledge base integration for support (if applicable).
Key Features:
- Unified Inbox: Manage communications across Email, SMS, WhatsApp, Live Chat, Call Recordings, Voicemails, Facebook Messenger DMs, Instagram DMs, and Reviews, all in one consolidated view.
- Virtual Phone System: Make, receive, track, and record calls; link call logs automatically to client records.
- Automated Missed Call Text-Back features.
- Email Marketing integration for sending targeted communications based on CRM data and triggers.
Key Features:
- Integrated team calendars with shared visibility options.
- Ability to book internal meetings and link appointments directly to client/deal records.
- Viewable availability for team members or resources.
- Integration with personal calendars (e.g., Google Calendar, Outlook Calendar).
Our CRM & Operations Hub is designed to be intuitive and adaptable, providing the foundation you need to organize your business, automate routine tasks, and focus on what matters most: growing your SME.
Trusted by South African SMEs
Discover how SME Advantage is helping businesses like yours achieve their goals.
"SME Advantage has been a game-changer for MMC, it’s the engine behind our CRM, and it's helped us streamline our client communication, cases, follow-ups, and ultimately grow our business. The support from Evan has been phenomenal, every time we needed help, he was quick to respond and always willing to go the extra mile. His support gave us the confidence to fully integrate the platform into our operations."
Samuel Kunene
Midlands Mediation Counsellors (MMC)