Are you tired of manually sifting through data and updating records in your CRM? Say goodbye to tedious tasks and hello to efficiency with SmartAUTOMATE. Our cutting-edge automation platform is designed to simplify your workflow and supercharge productivity. Here’s how:

Email Notifications Tailored to Your Needs: Stay in the loop without lifting a finger. SmartAUTOMATE sends you email notifications based on changes in your apps. Whether it’s tracking gifts over a certain amount or identifying major prospects booking an event, you’ll always be informed and ready to take action.

Custom Reports, Effortlessly: Gone are the days of spending hours creating reports. With SmartAUTOMATE, you can generate custom PDF and HTML reports in a snap. Compare new records from last week to the previous week, analyze gift trends, or dive into event attendance stats—all automatically delivered to your inbox.

CRM Tagging Made Simple: Take control of your CRM with automated tagging. Define your criteria, and let SmartAUTOMATE do the rest. Whether it’s tagging donors who purchase event tickets or categorizing leads based on their interactions, managing your records has never been easier.

Address Validation and Correction: Ensure accurate data entry every time. SmartAUTOMATE automatically validates and corrects addresses, saving you the hassle of manual verification. Seamlessly integrate address validation into your workflow and maintain clean, reliable records.

Intelligent Record Enhancement: Unlock valuable insights from your email communications. SmartAUTOMATE enhances your records by extracting relevant information from new email addresses. From updating business details to linking records to organizational profiles, it’s automation with a personal touch.

Endless Possibilities: With SmartAUTOMATE, the possibilities are endless. Explore a wide range of automation options tailored to your specific needs. From data enrichment to task automation, we’ve got you covered.

Don’t let manual tasks slow you down. Experience the power of automation with SmartAUTOMATE and revolutionize the way you work. Try it today and discover a smarter way to streamline your workflow.