Customer management

Every customer and lead, in one place

Smart CRM helps you manage contacts, follow up on leads and keep your customers informed with a simple client portal and knowledge base.

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Smart CRM · Pipeline
New
Website enquiryReferral
In progress
Quote sentDemo booked
Won
New customer
Follow up with customerToday
Send proposalDone
Features

Everything you need, nothing you don’t

Smart CRM keeps your sales, customers and projects organised and moving.

Contacts and leads

Keep customer details, history and notes together, and never lose track of a lead.

Sales pipeline

See where every opportunity stands and what needs attention next.

Quotes and invoices

Create proposals and invoices without leaving your CRM.

Projects and tasks

Organise work, assign tasks and keep projects moving forward.

Knowledge base and support

Give customers a place to find answers and ask for help.

Client portal

Give customers a secure login to register, sign in and stay up to date.

Great for
Sales teamsAgencies & consultantsService businessesGrowing small businesses
Better together

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Interested in Smart CRM?

Tell us about your business and we will send you pricing tailored to you.

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FAQ

Common questions

Yes. Smart CRM includes a client portal where your customers can register and log in.

Visit smartcrm.au to log in or register.

Pricing depends on your needs. Contact us for a tailored quote.

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