OutSmart version 5.0 - What's new

OutSmart keeps innovating to deliver even more value to you. We’ve introduced several new features designed to make your work even more efficient and effective. In this blog, we’ll take you through these updates and show you how to activate them directly in your OutSmart environment using the handy links provided.

Which new features are available in your package?

If you’re using the Boost package or higher, you now have access to the new Custom Domain feature. Set up your own domain and send emails (quotes, work orders, invoices) from your own email address to your customers.

For Accelerate and higher users, we’ve added a new Reporting Module. This module transforms your data into valuable insights, empowering you to make better-informed decisions. Want early access to cutting-edge developments? Enable the Calculation Module (beta). For Maximize package users, there’s also the snapshot feature within the Reporting Module, which allows you to view your data at specific points in time.

See below how these new features can benefit you!

Calculation Module (beta): Calculate your margins, boost your profits

Already using our quoting functionality? You can now enhance it with OutSmart’s Calculation Module. Gain instant control over your margins and create quotes that convince and generate profit. You'll see your profits right away as you enter costs and prices. You'll be able to accomplish more with less effort. Avoid errors, save time, and increase profitability—effortlessly.

Why use this feature?

• Maximize your margins: Instantly assess your profitability.
• Seamless transition from calculation to quote: No duplicate data entry, no wasted time.
• Always flexible: Adjust prices, discounts, and quantities easily for your customer.
• Efficient workflows: Reuse previous calculations to accelerate your process.

Learn how to set up the calculation module

Reporting 2.0: Turn your data into a powerful asset

Every day, tons of information flows through your business—figures, trends, process details, and more. But what if you could not only view your data but truly understand it? OutSmart's Reporting Module turns your data into actionable insights.

Discover the benefits:

• Numerous pre-built, relevant report templates.
• Improved layout and clarity.
• Communication logbook.
• Build custom reports effortlessly with the wizard.

• Automatic periodic snapshots (data at specific points in time) 
• Send snapshots directly to your inbox—or your customer’s inbox.

The module organizes everything and provides the exact insights you need to extract. And the best part? It works seamlessly in the background, so you can focus on what you do best.

Discover more about the new Reporting Module

Custom Domain: Send emails from your own address

With OutSmart’s Custom Domain functionality, you can easily personalize your customer communication. Send outgoing emails from your own email address instead of a generic OutSmart address. This enhances your brand identity, increases customer engagement, and projects professionalism. Perfect for OutSmart users who want to elevate their communication!

Learn how to set up your Custom Domain

How do I activate a beta module?

1. Go to the Modules page (bottom-left in the menu).
2. Open the Beta Modules tab. Here, you'll find various beta modules.
3. Enable the module you want to use. You’ll be asked to agree to the terms and conditions of the beta program. Be sure to read them carefully and accept them if applicable.
4. After accepting, you’ll see a confirmation message.