Create A Sales Process That Does The Heavy Lifting For You

Build better customer relationships, automate your sales process, & grow your business at lightning speed.
Close Sales Process

Generating Sales Just Got A Whole Lot Easier With SMBcrm

How It Works

Take Advantage of Each Opportunity

Automatically creates contacts for each person that has interacted with your business online. Then promote your business to turn them into paying customers.

Make Better Decisions

Keep track of each lead & exactly where they are in your sales process. That way you can focus more of your energy on the ones that are close to buying.

Speed Up Sales

With our checkout pages, invoicing options, & text 2 pay links you can easily sell online & get paid faster than ever before.
Sales Pipeline
Sales Pipeline

Close More Deals with Less Work

  • Create a sales pipeline optimized to drive more sales to your business
  • Automated tasks and follow-up help you bring more deals to close
  • Get real-time updates on your leads so you can stay on top of everything
  • Whether you are a solo-preneaur or you have a sales team by your side SMBcrm will keep you organized and streamlined, so you never lose a potential customer again
CRM & Contact Management

Turn Your Contacts Into Opportunites

  • Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close
  • Each new contact is another sales opportunity - automatically build your list with SMBcrm
  • Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place
  • Stay organized and in control of your customer relationships
SMBcrm Small Business CRM
SMBcrm Invoicing

Make It Easy For Your Customers To Pay You

  • Generate & send an invoice in as little as 30 seconds (seriously, we timed it)
  • Set up recurring invoices & allow your customers to auto-pay
  • Automatically send payment reminders & overdue notifications
  • Save money by getting rid of your invoicing software subscription
Text 2 Pay

Get Paid Faster

  • Send secure payment links right to your customer's phone via text
  • Customer simply enters their information, pays, and voila… you receive the money INSTANTLY
  • You can even generate a payment link on the go with our mobile app & paid in minutes
Forms and Survey's by SMBcrm
Sell Online with SMBcrm
Online Checkout Pages

Easily Sell Online

  • Easy, customizable checkout forms let you start selling online in minutes
  • Sell subscriptions or set up one-time payments
  • Offer instant, one-click upsells to maximize each order
  • Create custom automation after a sale is made for a seamless customer experience
Review and Reputation Management

Boost Your Brand’s Reputation

  • The more positive reviews you have the more people will trust you & want to do business with you
  • Automatically send review requests over text to make leaving a review effortless for your customers
  • Rank higher on Google with more 5-star reviews
  • Create a strong online reputation that will automatically bring new customers to you
Forms and Survey's by SMBcrm
Referral Program
Simple Referral Program

Turn Your Customers Into MORE Customers

  • Make it easy for customers to refer their family and friends
  • 92% of customers are more likely to buy when referred by a friend
  • Referral marketing is one of the most effective ways to generate new customers
  • Turn your happy customers into new customers
Reporting & Analytics

Know Exactly What Is Working & What Is Not

  • Gain key insights to make better business decisions
  • Discover exactly what is working well & what needs improvement
  • Uncover untapped opportunities
Forms and Survey's by SMBcrm

Learn How Our All In One Sales & Marketing CRM Can Your Business