Getting Started with CRM

Smetter CRM is designed for managing relationships with prospective and existing clients of a construction company.
In the CRM, you can create deals, move clients through the sales pipeline, plan next steps, assign tasks to employees, and keep a complete history of client interactions.

When the deal moves into the construction phase, you can create a Project from it and continue working with Work Packages, the Schedule, Tasks, Purchasing, and Analytics in the main Smetter workspace.

Начало работы с CRM в Сметтере — инструкция

How to switch to CRM

Go to “Sales”
Select a company
  1. Log in to Smetter.
  2. If you have access to multiple companies, select the company (1) whose clients you want to work with.
  3. In the switcher in the upper-left corner of the screen, select “Sales” (2).
Smetter CRM will open. By default, you will see the “Deals” section.
To return to Projects, Work Packages, and other construction tools, switch back to “Jobs”.

Smetter has two workspaces:
“Jobs” — the main Smetter workspace for managing Projects, Work Packages, and other construction processes. “Sales” — the CRM workspace.

Main CRM sections

View lost deals
Follow up on postponed deals
Continue working with won deals
Plan next steps
Work with deals

Section

What it’s for

Deals (1)

The main sales pipeline. Create deals here and move them through the pipeline stages.

Tasks (2)

Calls, meetings, document sharing, and other client-related activities.

Follow-up (3)

Deals you have decided to revisit later.

Won Deals (4)

Deals where the sales stage is complete and the company continues working with the Client and the Project.

Lost Deals (5)

Deals that were not won.

CRM uses Smetter’s shared Tasks module. This means tasks created while working with deals appear alongside the company’s other tasks, with the same due dates, assignees, and statuses.

Getting started with CRM

  1. Set up your sales pipeline. Define the stages your deals move through.
  2. Create your first deal. Add the Client and information about the future Project.
  3. Plan the next step. For example, schedule a call or meeting, prepare an estimate, or send a proposal.
  4. Move the deal through the pipeline stages. Update the stage as your work with the Client progresses.
  5. Once the deal is won, create a Project. Continue working in the “Jobs” workspace.

When CRM is unavailable

If you can’t switch to "Sales", you either do not have permission to use CRM or CRM is not included in your current plan. In this case, you will need to switch to a different plan.

Access permissions are configured by the company administrator under “Company” → “Employees” → “Permission settings”. Learn more about access settings on the "Company and Employees"

What happens

Possible reason

What to do

No “Sales” switcher

No access permission

Contact your company administrator

CRM opens with an unavailable message

Plan limitation

Check the features included in your current plan

What happens after a deal is won

When your work with the Client moves into construction phase, you can create a Smetter Project directly from the deal.
“Jobs”, where you can create Work Packages, schedule work, manage purchasing, and track finances.
Deals and Sales Pipeline >