Transform phone calls into powerful, visual experiences.
Synchronised sales & service
Fully synchronised, real-time content sharing from the agent’s screen directly to the customer’s device. Your sales and customer service teams can share products, PDFs, images and forms without the security and privacy risks of screen sharing.
Collect legally binding eSignatures from any device, anywhere.
Speed up your workflows by 80% vs paper-based signatures and 20% vs. existing eSignature solutions. We make it easy for agents to close deals and sign documents while the customer is still on the phone in a secure, frictionless and legally-binding way.
Take secure payments without exposing information to agents.
Processing PCI-compliant payments has never been easier or more secure. Agents send a payment request to the customer which is processed on their device, removing the need to handle card details over the phone.
ID Verification (KYC)
Verify customer identities in real time using our built-in ID verification features. Allow agents to satisfy compliance while on boarding customers including KYC, AML, and age verification, all without the customer leaving the call.
- Share Video Content
- Show & Sign Documents
- Complete eForms in real time
- Share Images and PDFs
- Take Payments
Build entire workflows that mimic your internal processes in minutes. SmarterDemo lets your team tie together individual processes into one single process. For example, an agent could start a “car sales” workflow that does the following:
- Shows a gallery of car photos
- Shows a sales brochure
- Collects information on a form for a finance application
- Requests an eSignature
- Collects a deposit payment
Predefined workflows speed up your processes and ensure all steps are followed for consistency.
Industry sector agnostic
Whatever industry sector your company is in, Smarter Demo's platform has features to help sales, on-boarding and service.
Security & Compliance
Our team believe the security of your data is our number one priorirty. We ensure that it remains protected and in accordance with global regulatory standards. Our robust infrastructure employs advanced encryption methods, multi-factor authentication, and continuous monitoring to safeguard your information from unauthorised access. As a testament to our commitment, we maintain compliance with industry-leading certifications such as GDPR and ISO 27001. You can trust that your business-critical information is well-protected and compliant with the latest regulations while using SmarterDemo.
We're ISO/IEC 27001:2017 certified
SmarterDemo has achieved BS EN ISO/IEC 27001:2017 certification – the most widely recognised international standard outlining best practices for information security management systems.
The ISO 27001 certification demonstrates that SmarterDemo has met rigorous international standards in ensuring the security and integrity of our information. The certification was validated by The British Assessment Bureau, an external auditor, after a rigorous assessment of our ISMS.
Fully GDPR compliant
We’ve worked hard to ensure full compliance with the General Data Protection Regulation (GDPR) to protect your business and its valuable data. Our platform is designed with GDPR principles in mind,with robust data processing agreements, continuous employee training, and regular audits, we ensure that your data is handled responsibly and in accordance with the stringent requirements of GDPR.
265-bit encryption as standard
We implement 256-bit encryption as standard across our entire platform to ensure that your sensitive information remains protected against unauthorised access and potential cyber threats. By utilizing 256-bit encryption for data storage at rest and in transit, we create a solid layer of security, safeguarding your valuable data assets and providing you with peace of mind that your business-critical information is securely protected with industry-leading encryption technology.
Frequently asked questions
Here are a few of the most common questions our sales and support team get asked. If you can’t find the answer you’re looking for drop us a message!
Yes! All of our plans come with support to add multiple team members. Each team member counts as a seat, and therefore is charged monthly as per your plan costs.
Sadly not, however we do offer a risk-free 30 day trial (extended to 60 days if you ask nicely). We don’t require a credit card during the set-up process so feel free to give our service a try!
At present we only support Stripe as a payment gateway, we will be adding more options in the future, please drop our support team a message for more info.
This depends on your plan. Our Starter plan gives each user 10 GB space, Advanced plans get 50 GB and Enterprise plans come with 100GB to Unlimited storage.