Capture leads, manage conversations, and follow up in one CRM. Add AI to specific tasks when it helps your team. Plans start at $97/month with unlimited contacts. Usage charges and optional add-ons are separate.
60-day money-back guarantee for new Startup and Professional customers. Terms apply.
1B+
Platform interactions processed
Estimated live from average platform volume
10+
Tools replaced by one platform
CRM, email, SMS, funnels, booking & more
99.9%
Uptime
Reliable infrastructure you can count on
Leads land in one place, follow-up runs on its own, and customers pay from a text or an invoice. Follow an example lead through all three steps.
Forms, chat, booking pages, calls, and social messages all feed one contact record. If you miss a call, SMBcrm can text the caller back automatically.
See how Capture worksWorkflows send the next text or email on a schedule you set, remind people about appointments, and can stop as soon as the lead replies. You step in when there’s a real conversation to have.
See how Nurture worksMove the deal through your pipeline, send an estimate for e-signature, and collect payment with a text-to-pay link. When the job’s done, SMBcrm can send the review request for you.
See how Close worksPlans start at $97 a month. See pricing
Take the product tourAdd a Managed Agent when a task needs AI: follow up with quiet leads, answer routine questions using your knowledge base, or respond to a configured event. Choose its permissions and set a handoff to your team before you activate it.
Start with your CRM workflow, then add one AI task. Review usage charges and optional AI Employee coverage before enabling it.
Runs on triggers
Chat · Forms · Tags
420+ skills
You choose what it can use
Compare SMBcrm with the tools below for contacts, follow-up, booking, and customer communication. Keep specialist software where your business needs it.
Compare the features and integrations your team needs.
Compare specific workflows, not whole products. SMBcrm does not replace every specialist feature, and accounting, operations, or other tools may still be needed.
See how it worksSee how SMBcrm stacks up — features, pricing, and the true cost side by side. Our team helps you migrate your data.
Check your listings, reviews, website performance, SEO, and local visibility in one automated report.
Never miss another opportunity again.
Stay connected with your customers wherever you are. The SMBcrm app puts your full pipeline, conversations, and calendar in your pocket — so you can respond to leads, book appointments, and close sales from anywhere.
Insights and tips for growing your business
Use ten welcome email sequence templates for service businesses, with subject lines, send timing, personalization fields, and rules for stopping follow-up.
Compare SMBcrm, TeamUp, Gymdesk, Mindbody, and Glofox for gym lead follow-up, class booking, membership operations, retention, and pricing.
Measure the cost of missed calls for your small business, separate real opportunities from noise, and compare callback, text-back, human, and AI options.
Use SMBcrm to manage inquiries, customer conversations, and follow-up in one place.
60-day money-back guarantee
Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.
No setup fees
Plan your setup with training and support
Cancel anytime
No long-term contracts, stay because you want to