Business Intelligence & Customer Relationship Management


Business Intelligence (BI) tools are what you need to understand and develop your business to the next level. Nothing is more valuable for a company than collecting data, analyzing it and using it for strategic planning. Whether your purpose is to have a detailed business analysis, or to create a productivity management tool which improves your overall performance, Smallez is here to help you create the right tools for what you want.

Benefits of using business intelligence tools:

  • Accelerated and improved decision making.

  • Optimizing internal business processes.

  • Improved operational efficiency.

  • Driving new revenues.

  • Obtaining competitive advantages over competitors.

  • Identifying market trends.

  • Identifying business problems that need to be corrected

We can help you grow your business by collecting and analyzing strategic data that improves the productivity of your teams/employees, creates a more cost-effective supply chain and identifies key elements in your business that you can leverage to your advantage.


BI tools provide critical information by collecting historical data about your company and its performance. The collected data is extremely useful in analyzing what your company has accomplished, how efficient your production process is and what may need to be improved.

How does business intelligence help business?

Through the creation of reports, charts, graphs and other analytical tools you can gain precious insights that will provide awareness concerning how well your company is operating. Based on these figures, you can understand trends and implement better strategic business decisions. A good use of BI tools will create a better profit margin for your company and will give you an advantage over your competitors.

Unlike many BI platforms, Smallez will develop a customized solution designed and optimized to collect truly relevant data that is specific to your needs. Our BI solutions can be implemented for both new and existing businesses.


As a company, your main objective is to increase your revenue. To achieve your objective, you will need salespersons who have the end goal of selling, selling more and selling even more! You do not want them to fight with disorganized spreadsheets, chaotic inboxes, or awkward tools that slow them down.

Customer Relationship Management (CRM) is a tool that you need to take your business to the next level. Nothing is more valuable for a company than collecting data, analyzing it and using it for strategic planning. Whether your objective is to manage, improve, or facilitate sales, or is marketing and all other related interactions with your prospective and current customers and business partners, Smallez is here to help create the right tool for you.


Knowing that you need a CRM to develop or standardize your business is already a good thing. However, knowing exactly what you need in a CRM is something else. We might say that any business needs to have a CRM system but businesses have all different needs. The general needs could be:

  • Have a forward view of your business

  • Grow your business

  • Duplicate the best practices

  • Do more by doing less

  • Risk management

  • Create customer intimacy

After viewing the general needs, let’s have a look at the very specific needs that your sales team could have:

  • Manage your pipeline

  • Input every activity automatically.

  • See everything about your contact in one place.

  • Chat with your prospects and customers in real-time.

  • Send personalized emails

  • Create and rate your email templates

  • Get real-time notifications

  • Increase automatically your contact records

  • Improve the segmentation and targeting of your real customers

  • Lead management to determine the high-quality leads

  • Distribute the tasks among your team

  • Forecast your sales

  • CRM data or file storage

  • Dashboards and reports with analytics

According to your budget and needs, you can either familiarize yourself into an existing solution that Smallez will improve upon and customize. Or, after receiving a detailed list of requirements, Smallez can build your company a brand-new CRM.