NEW 2.5 ✨ AI-Powered Business Operations Hub

Manage Clients, Deals & Revenue in One Unified System

Empower your team with high-velocity lead pipelines, automated billing, project Kanban, and employee management without spreadsheet headaches.

Start 14-Day Free Trial Explore Live Tour

No Credit Card Required

Bank-Grade 256-bit Encryption

Payment Collected

+$4,250.00 Just now

Deal Won 🎉

Acme Enterprise ($32.4k)

Monthly Revenue

$48,920

+18.4%

Active Leads

142 Deals

82% closed

Tasks Completed

98.2%

24 today

Quarterly Sales Velocity On Track

Qualified In Negotiation Closed Won

Live Team Activity

Sarah Jenkins sent Invoice #INV-204

2m ago

Mike added New Lead "Apex Global"

14m ago

Interactive Explorer

Experience SmartCRM in Action

Switch between core operational modules to see how SmartCRM supercharges your workflow.

Realtime 360° Business Visibility

Get instant insights into total revenue, conversion ratios, active client retainers, and team billable hours with zero manual consolidation.

Realtime financial KPIs and revenue forecasting
Client health tracking & activity audit trail
One-click exportable PDF & Excel reports

Explore Dashboard Demo

Performance Overview (Q3)

Live Syncing

Total Clients

1,248

+14% MoM

Net Revenue

$142,800

+22% YoY

Active Projects

38 Active

96% On Time

Smart Alert: 3 Contracts Ready For Renewal

Automated reminder dispatched to account managers.

High-Velocity Lead & Sales Pipeline

Visual drag-and-drop Kanban boards ensure your sales team never drops a hot prospect. Click any card below to simulate moving it to the next stage!

💡 Interactive Demo: Click on any deal card on the right to advance its stage automatically.

Try Lead Pipeline

Qualified Leads Stage 1

Vertex Media Group

$18,500 / yr

Qualified Lead Click to advance

Proposal Sent Stage 2

Nexus Logistics

$45,000 Contract

Proposal Sent Click to advance

Closed Won Won

Hyperion Tech

$24,000 Annual

Closed Won 🎉 Click to advance

Automated Billing & Instant Stripe / PayPal Integration

Generate dynamic, professional branded invoices with one click. Support multi-currency, recurring subscription billing, and automated payment receipts.

Direct Stripe & PayPal Payment Links
Automatic Tax & Discount Math Calculation
One-click PDF Generation & Email Dispatch

Create First Invoice

INVOICE #INV-2024-0089

Billed to: Acme Corporation

PAID ✓

Description	Qty	Rate	Amount
CRM Custom Integration & Setup	1	$2,500.00	$2,500.00
Enterprise Annual License (25 Seats)	1	$1,890.00	$1,890.00

Payment Method: Stripe (Credit Card)

Total: $4,390.00

Seamless Project & Task Collaboration

Organize client deliverables with milestones, task priority flags, time tracking, and team assignees. Keep everyone aligned on deadlines.

Start Managing Tasks

Project: Mobile App Redesign

Finalize UI Wireframes & Design System

Done

Client Review & Sign-off

Done

Backend API Authentication & Testing

In Progress

Engineered For Growth

Everything Needed to Scale Operations

A comprehensive suite built with precision to eliminate workflow bottlenecks.

360° Client Profiles

Centralize communication history, client documents, billing ledgers, and contact points in one unified profile.

Invoices & Payments

Automated PDF invoicing, payment tracking, partial payment receipts, and integrated Stripe/PayPal gateways.

Visual Sales Kanban

Drag-and-drop lead progression through custom deal stages with automated follow-up reminders and win probability.

HR & Attendance Hub

Employee directories, one-click daily check-in/out, automated payslip generator, and performance reviews.

Advanced Analytics

Real-time revenue metrics, expense breakdowns, employee productivity, and custom filtered exportable data.

Workflow Automation

Trigger automated emails, task assignments, status changes, and notifications based on events in the CRM.

Why Choose SmartCRM

SmartCRM vs Traditional Tools

See how moving to an integrated CRM accelerates your execution speed.

Core Capabilities	SmartCRM Platform	Spreadsheets & Disconnected Apps
All-in-One Integration (Leads, Projects, HR, Invoices)	Fully Unified	5+ Different Paid Subscriptions
Automated Invoice Math & PDF Billing	1-Click Instant	Manual Word/Excel typing
Visual Drag-and-Drop Sales Kanban	Included Standard	Clunky table rows
Employee Attendance & Payroll Generation	Built-in Automated	Separate expensive HR software
Data Backup & Security Compliance	Automated daily cloud backups	Risk of corrupted local sheets

Transparent Pricing

Plans Scaled for Every Business

No hidden fees. Switch or cancel your subscription anytime.

Starter

Ideal for solo founders & small teams

$29

/month, billed monthly

Up to 5 Team Members
200 Client Profiles
Lead Kanban & Sales Pipeline
Automated Invoice Generator
Email & Community Support

Start Free Trial

Professional

Best for rapidly growing businesses

$79

/month, billed monthly

Up to 25 Team Members
Unlimited Clients & Leads
Stripe & PayPal Payment Gateways
Employee Attendance & Payslips
Advanced Financial Reports
Priority 24/7 Support

Get Started Free

Enterprise

For large organizations needing custom power

$199

/month, billed monthly

Unlimited Team Members
Unlimited Everything
Custom Workflows & API Access
QuickBooks & Custom Integrations
Dedicated Account Manager
99.99% Guaranteed SLA

Contact Sales

Client Reviews

Loved by Fast-Moving Teams

See why modern business leaders trust SmartCRM for their day-to-day operations.

"SmartCRM transformed our agency. We replaced 4 separate tools for client billing, tasks, and leads into one sleek interface. Our invoice collection speed doubled!"

Elena Rostova

Managing Director, Nova Media

"The Kanban pipeline and automated reminders ensure our sales team never misses a follow-up. We closed 35% more deals in our first quarter using SmartCRM."

Marcus Vance

VP of Sales, CloudFlow Systems

"Having employee attendance, payroll generation, and project tasks under the same roof saved our HR department countless hours every month. Super recommended!"

Sophia Chen

Head of Operations, NexaTech

Got Questions?

Frequently Asked Questions

Everything you need to know about setting up and running SmartCRM.

You get full, unrestricted access to all features in the Professional plan for 14 days. No credit card is required to sign up, and you can test client profiles, invoicing, lead boards, and team workflows immediately.

Yes! SmartCRM provides intuitive CSV and Excel import tools for clients, contacts, leads, and historical invoice records so you can migrate seamlessly in minutes.

We use enterprise-grade SSL/TLS 256-bit encryption for all data in transit and at rest, role-based access control, and automated daily backups with high-availability infrastructure.

SmartCRM integrates directly with Stripe and PayPal, allowing your clients to pay invoices via Credit/Debit cards, ACH bank transfers, or PayPal with automatic status updates.

Manage Clients, Deals & Revenue in One Unified System

12,500+

99.9%

$45M+