Contact
Management
Store and manage contact information for leads, prospects, and customers.
The only business management tool that combines CRM, time tracking, project management, invoicing and payments.
12.3% Up from yesterday
8.5% Up from yesterday
OUR CLIENTS LOVE US AS MUCH AS WE LOVE THEM
Everything your team needs to manage leads, automate sales and deliver standout customer support — all in one place.
Store and manage contact information for leads, prospects, and customers.
Automate repetitive sales tasks and keep your pipeline always moving.
Send, receive and track customer emails right from your CRM dashboard.
Plan tasks, assign owners and never let an important follow-up slip again.
Beautiful reports and forecasts that update in real time across every team.
Tickets, conversations and SLAs unified so customers always feel heard.
One-click VoIP calls from any contact card with automatic logging and recording.
Give clients a secure space to view projects, invoices and conversations any time.
Drag-and-drop kanban with stages, win probabilities and revenue forecasting built in.
Share a booking link, sync calendars and auto-launch Zoom or Google Meet calls.
AI ranks every lead in real time so your team works the deals most likely to close.
Create quotes, send invoices and accept payments without ever leaving your CRM.
Run email and SMS campaigns, segment audiences and track open and click rates.
@mention teammates, share notes and hand off deals without losing a single thread.
Auto-verify emails and phone numbers in real time before junk reaches your pipeline.
Track every client project with owners, deadlines, milestones and live status updates.
Log every vendor invoice and expense per project — margins stay visible in real time.
Unified view of every account — deals, contacts, conversations and history in one timeline.
Granular permissions per team and role so people only ever see what they should see.
Complete trail of every action by every user — searchable, exportable and tamper-proof.
Build multi-step workflows that route leads, send emails and update fields on triggers.
Bird's-eye view of revenue, pipeline health and team performance — refreshed in real time.
Every account's full activity, deals and contacts unified in a single timeline view.
Sortable, filterable list of every lead with bulk actions and saved views per teammate.
Auto-verify emails and phone numbers before junk leads ever reach your sales pipeline.
Tabular view of every deal across stages, owners and values — export ready in one click.
Drag-and-drop kanban pipeline with revenue and probability summed per stage automatically.
Create, send and track invoices — Stripe and Razorpay payments sync back automatically.
Build email and SMS campaigns with audience segmentation and A/B testing baked in.
Deep insight into open rates, clicks and conversion attribution — per campaign and channel.
All client projects with owners, status and deadlines visible in a single glanceable view.
Track every expense, vendor invoice and margin per project — in real time, never quarterly.
Single control center for teams, permissions, integrations, branding and billing.
+8
Stop exporting CSVs at 11pm. Live, shareable dashboards update the moment a deal moves, an email lands or a payment clears. Slice every KPI by team, region or rep, drop public share links to clients and schedule weekly digests.
Live pipeline analytics, AI-driven lead scoring and saved views across every team and region — built for enterprise scale, with security and compliance baked in.
Active customers
Revenue tracked
Countries served
Customer satisfaction
From zero to scaling pipeline — Smart CRM is plug-and-play.
Set up your team, pipelines and brand in under 5 minutes.
Plug into Gmail, Slack, Stripe and 60+ integrations instantly.
Let AI surface the next best action on every deal, every day.
From the first call to the final invoice — manage the entire customer journey in one place.
Start free. Upgrade as you grow. Cancel anytime.
For tiny teams & solo founders.
Scale your pipeline fast.
Custom built for scale.
Real stories from businesses scaling with Smart CRM.
"Migration from HubSpot was seamless. The pipeline view alone cut our sales cycle by 30%. Our reps actually open the CRM now."
"Customer support is outstanding. The team helped us migrate every contact in under a day. Lead routing has never been this clean."
"Engagement went up 40% in the first month. The AI lead scoring is a game changer for any team that lives off its pipeline."
"Smart CRM has transformed how we handle inbound leads. Workflow automation handles 80% of follow-ups — saving hours every single day."
"Best CRM platform we have used. Drip campaigns alone tripled our lead conversions within the first month. Highly recommended."
"Switched from Zoho and never looked back. Reports are real-time and beautiful. My team finally has full visibility into the funnel."
"Mobile app is unreal — closed two deals on a flight. Notifications are smart, not noisy. This is the CRM I always wanted."
"Onboarding took 30 minutes. ROI showed up in week one. Our win rate jumped from 22% to 35% in just two quarters."
Yes — every paid plan includes a 14-day free trial. No credit card required.
Absolutely. We support CSV, HubSpot, Salesforce, Pipedrive and Zoho imports with field mapping.
Growth & Enterprise plans include white-glove onboarding from a real human, not a chatbot.
Smart CRM is SOC 2 Type II and GDPR compliant with end-to-end encryption at rest and in transit.
Yes — there are no lock-ins. Cancel from your billing settings in one click.
Have questions? We're here to help. Reach out and we'll reply within minutes on WhatsApp.
Whether you're a startup or an enterprise, our team is ready to help you scale smarter with Smart CRM.