Product Release Note - May 2023


We understand that security is not a feature that can be added on as an afterthought, but rather a mindset that must be embedded in our company culture. As such, SmartReach is proud to announce the achievement of SOC 2 Type 2 compliance. This compliance certification is a testament to our unwavering commitment to providing the highest level of privacy and protection for our clients, customers, and partners.

Our platform is fully compliant with the SOC 2 Type 2 trust criteria, which guarantees it maintains the highest levels of security, confidentiality and availability. Furthermore, we will continue to ensure compliance over time by continuously monitoring our controls.

New & Improved

Multichannel Outreach - This feature involves utilizing various communication channels to reach out to potential customers. It allows businesses to diversify their outreach efforts and connect with their target audience through multiple channels such as email, LinkedIn, WhatsApp and more. Multichannel outreach enhances customer engagement and increases brand visibility and recognition.
Through multichannel outreach, businesses can leverage the flexibility of reaching their target audience through various channels. This approach enhances the likelihood of receiving a response and increases the chances of conversion. SmartReach provides a detailed report for multichannel outreach. Check out the steps to set up the channels for multichannel outreach.

Workflow Automation - We have made significant enhancements to our workflows, resulting in streamlined processes that have improved the overall success rate. Our system's flexibility now allows for strategically automated workflows, which can attempt and retry with greater efficiency to achieve a higher success rate. These improvements have led to a more efficient and effective process, providing businesses with the necessary tools to succeed in their outreach efforts.

Shared Inbox - A new feature has been added which allows users to mark a secondary email address for a prospect. This is normally used when an email is received and is not currently associated with the prospect's email address. This feature is available only in the non-prospect category section. This new feature provides users with greater flexibility and efficiency in managing their prospect and contact information by allowing them to add and associate multiple email addresses to a single prospect record.