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sales@nucleosystech.com
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A Smart Customer Management System

The smart contract management system simply means effectively managing contracts or agreements and relationship between entities by properly planning all the contract management stages resulting in reducing, eliminating or mitigating financial, legal and procurement risks.

Smart CRM is a Software-as-a-Service (SAAS) based application hosted on Azure, which assists in an end-to-end contract management. This guide introduces you to the functions; concepts and standard operating procedures that will assist you to start using your Smart CRM account.

CRM Features

Contracts
  • Create Contract
    • General
    • Custom
    • Clauses
    • Documents
    • Milestones
  • Import Contract
  • Export All Contract
  • Manage Contract
  • General
    • Save
    • Cancel
    • Preview & Edit
Masters
  • Clause Library
    • Create Clause
    • Import Clause
    • Manage Clause
    • Edit Clause
    • Delete Clause
  • Templates
    • Create Template
      • General
      • Title
      • Clauses
      • Signature
      • Custom
    • Manage Template
    • Edit Template
    • Preview Template
    • Delete Template
    • Send for Review
  • Parties
    • Create Parties
    • Manage Parties
    • Edit Parties
    • Delete Parties
  • Workflows
  • Contract Prefixes
    • Create Prefixes
    • Manage Prefixes
    • Edit Prefixes
    • Delete Prefixes
Organization Setup
  • Organization
    • Secondary Contact
  • Location
    • Create Location
    • Manage Location
    • Edit Location
    • Delete Location
  • Department
    • Create Department
    • Manage Department
    • Edit Department
    • Delete Department
  • Permission
    • Create Permission
    • Manage Permission
    • Edit Permission
    • Delete Permission
  • Role
    • Create Role
    • Manage Role
    • Edit Role
    • Delete Role
  • User
    • Create User
    • Manage User
    • Edit User
    • Delete User
Compliance
  • Audit Trail
    • General
    • Export

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