Everything You Need to Grow
One platform with 50+ powerful features designed to help you capture leads, nurture relationships, and close more deals.
Explore Our Feature Categories
Click a category to dive deep into specific tools, or browse all features below.
All Features at a Glance
Search or filter to find exactly what you need.
Contact Management
Store unlimited contacts with custom fields, tags, smart lists, and a complete activity timeline of every interaction.
- Unlimited contacts with full profiles
- Custom fields, tags, and smart lists
- Complete activity timeline per contact
Sales Pipeline
Visual drag-and-drop pipeline to track deals from lead to close with unlimited pipelines and customizable stages.
- Unlimited pipelines and custom stages
- Drag-and-drop deal management
- Opportunity value tracking and reporting
Analytics Dashboard
Real-time insights into your business with custom dashboards, KPI tracking, and campaign attribution reports.
- Custom dashboards and KPI tracking
- Pipeline and campaign reports
- Attribution reporting for ROI
Task Management
Assign tasks, set due dates, and track team activity to keep every deal and follow-up moving forward.
- Task assignment and due dates
- Activity tracking across your team
- Automated task creation via workflows
Mobile App
Manage your CRM, pipeline, calls, and payments on the go with the full-featured SMBcrm mobile app for iOS and Android.
- Full CRM access on iOS and Android
- Call handling and Text2Pay on mobile
- Push notifications for new leads
Documents & Contracts
Create and manage professional documents, contracts, proposals, and estimates with templates, e-signatures, and automated workflow triggers.
- Drag-and-drop document builder
- Legally binding e-signatures
- Automated workflow triggers on signing
Web Chat & Live Chat
Engage website visitors in real time with a customizable chat widget that captures leads and routes conversations to your unified inbox.
- Real-time visitor messaging
- Templated responses for speed
- Automatic lead capture and routing
Forms
Build custom lead capture forms with a drag-and-drop builder, conditional logic, and automatic workflow triggers on submission.
- Drag-and-drop form builder
- Conditional logic and custom fields
- Workflow triggers on submission
Surveys
Create surveys to gather customer feedback and qualify leads with conditional logic and automation triggers.
- Survey builder with templates
- Conditional logic for branching
- Automation triggers on completion
Online Booking & Scheduling
Let customers self-book appointments with simple, round-robin, or class calendars that sync with Google and Outlook.
- Simple, round-robin, and class calendars
- Google and Outlook calendar sync
- Automated confirmations and reminders
Website Builder
Create professional websites with a drag-and-drop editor, conversion-optimized templates, and built-in lead tracking.
- Drag-and-drop editor with templates
- Mobile responsive by default
- Built-in lead tracking and analytics
Funnel Builder
Build multi-step sales funnels with checkout pages, upsell flows, and appointment funnels to maximize conversions.
- Multi-step checkout funnels
- One-click upsell and downsell flows
- Appointment and webinar funnels
WordPress Hosting
Managed WordPress hosting with Cloudflare CDN, daily backups, staging environments, phpMyAdmin, and full CRM integration.
- Cloudflare CDN included
- Daily automatic backups and staging
- Full CRM integration with WordPress
Custom Domains
Connect your own domain names with built-in DNS management and SPF/deliverability monitoring.
- Domain and DNS management
- SPF and deliverability monitoring
- SSL certificates included
Unified Inbox
All your conversations in one place — SMS, email, Facebook, Instagram, Google Business, WhatsApp, and web chat unified for your team.
- Every channel in one inbox
- Team collaboration and assignment
- Full conversation history per contact
2-Way SMS
Send and receive text messages in real time with templates, drip sequences, and bulk SMS marketing campaigns.
- Real-time two-way texting
- SMS templates and drip campaigns
- Bulk SMS marketing with tracking
Email Marketing
Design professional email campaigns with a drag-and-drop builder, behavior-based triggers, drip sequences, and detailed analytics.
- Drag-and-drop email builder
- Behavior-based triggers and drip sequences
- Open, click, and conversion analytics
Phone System
Built-in VoIP phone system with local and toll-free numbers, call tracking, recording, transcription, and missed-call text back.
- Local and toll-free numbers
- Call tracking, recording, and transcription
- Missed-call text back automation
Power Dialer
Rapid outbound dialing that auto-skips unanswered calls and drops voicemails, so your team can reach more prospects faster.
- Rapid sequential outbound dialing
- Auto-skip unanswered calls
- One-click voicemail drop
IVR
Interactive voice response menus to route incoming calls to the right department or team member automatically.
- Custom call routing menus
- Department and team routing
- Professional phone tree setup
Visual Workflow Builder
Design automations with a drag-and-drop builder using multi-channel triggers, conditional logic, time delays, and segmentation.
- Drag-and-drop visual builder
- Multi-channel triggers and conditions
- Time delays and segmentation logic
Conditional Logic & Triggers
Set up if/then branching, contact filters, and event-based triggers to create sophisticated automation sequences.
- If/then branching logic
- Contact and event-based triggers
- Segmentation filters for targeting
Webhooks
Connect external services with custom webhook actions, secure secret key masking, and saved webhook responses.
- Custom webhook actions
- Secure secret key masking
- Save and map webhook responses
Custom Code Actions
Extend your workflows with custom code actions, AI-assisted code generation, and a built-in debug console.
- Custom JavaScript code actions
- AI-assisted code generation
- Built-in debug console
Commerce Triggers
Automate abandoned checkout recovery, post-purchase follow-ups, and payment-based workflow triggers.
- Abandoned checkout recovery
- Post-purchase follow-up automation
- Payment event triggers
Content AI
Generate compelling emails, website copy, social posts, and ad copy with AI assistance to speed up content creation.
- Email and website copy generation
- Social post and ad copy creation
- Consistent brand voice at scale
Conversation AI
AI chat assistant that handles customer inquiries, qualifies leads, and books appointments in your unified inbox.
- Automated lead qualification
- Instant responses around the clock
- Seamless handoff to your team
Workflow AI
Add AI-driven automation steps and smart triggers to your workflows for intelligent decision-making at scale.
- AI-driven automation steps
- Smart trigger suggestions
- Intelligent routing and decisions
Reviews AI
Generate professional review responses automatically, saving time while maintaining a consistent and thoughtful brand voice.
- Auto-generated review responses
- Consistent brand voice in replies
- Faster reputation management
Voice AI Agents
Deploy AI voice agents that answer calls, respond to questions, and route conversations with real-time API integration.
- AI-powered phone answering
- Natural voice conversations
- Real-time API integration and routing
Website AI
AI-powered website assistant that helps you edit content, optimize layouts, and improve your site with natural language commands.
- Edit pages with natural language
- AI layout suggestions
- Built-in at no extra cost
Funnel AI Builder
Build high-converting sales funnels faster with AI-assisted page creation, copy generation, and conversion optimization.
- AI-generated funnel pages
- Conversion-optimized copy
- Rapid funnel creation
Agent Studio
Build custom AI agents with a visual drag-and-drop builder. Connect knowledge bases, APIs, and tools to create intelligent workflows without code.
- Visual drag-and-drop agent builder
- Connect APIs, knowledge bases, and tools
- Deploy agents across channels
Ask AI
In-app AI assistant that understands your business context, routes requests to custom agents, and automates multi-step tasks from a single chat thread.
- Natural language task automation
- Routes to custom Agent Studio agents
- Multi-step workflow execution
Social Planner
Plan and schedule posts across Facebook, Instagram, LinkedIn, TikTok, YouTube, and Google Business Profile.
- Support for all major platforms
- Recurring and evergreen post queues
- Template library for quick posting
Multi-Platform Publishing
Publish to multiple social accounts simultaneously with platform-specific formatting and preview.
- Publish to multiple accounts at once
- Platform-specific formatting
- Preview before publishing
Content Calendar
Visualize your entire social media schedule in a calendar view with drag-and-drop rescheduling.
- Visual calendar overview
- Drag-and-drop rescheduling
- RSS feed scheduling
Bulk Uploads & Scheduling
Upload and schedule content in bulk to save time, with support for CSV imports and batch scheduling.
- Bulk content uploads
- Batch scheduling for efficiency
- CSV import support
Run as Ad
Promote published or scheduled Facebook and Instagram posts as paid ads directly from the Social Planner with one click.
- One-click ad creation from posts
- Pre-filled campaign from existing content
- Choose Meta or Google ad platform
Ad Manager
Create and manage Facebook, Instagram, Google, and LinkedIn ad campaigns from one centralized dashboard.
- Multi-platform campaign management
- Guided campaign setup wizard
- Centralized ad spend tracking
Campaign Builder
Launch lead generation, traffic, engagement, and sales campaigns with guided setup and platform-specific ad formatting.
- Goal-based campaign objectives
- Multiple ad formats including video and carousel
- Platform-specific optimization
Ad Reporting & Analytics
Track impressions, clicks, conversions, spend, reach, and frequency across all ad platforms in real time.
- Real-time performance dashboards
- Cross-platform comparison
- ROI and ROAS tracking
Audience Management
Build custom audiences from your CRM contacts, smart lists, and customer uploads for precise ad targeting.
- Customer list custom audiences
- Smart list audience sync
- Google audience segments
Lead Form Integration
Connect Facebook and LinkedIn lead forms directly to your CRM with automatic field mapping and follow-up workflows.
- Auto-map form fields to CRM
- Trigger workflows on form submission
- Review and duplicate lead forms
Run as Ad
Turn social posts and WhatsApp conversations into paid ads instantly with pre-filled campaigns and one-click launch from anywhere in the platform.
- Boost social posts to paid ads instantly
- Create engagement ads from WhatsApp
- Pre-filled objectives and creative
Invoicing
Create and send one-time or recurring invoices with auto-pay, automatic payment reminders, and tracking.
- One-time and recurring invoices
- Automatic payment reminders
- Auto-pay and payment tracking
Text-2-Pay
Send secure payment links via SMS for fast, convenient mobile payments that improve collection rates.
- SMS payment links
- Secure mobile checkout
- Faster payment collection
Online Checkout
Build custom order forms with subscriptions, one-click upsells, and post-purchase workflow automation.
- Custom order forms
- Subscription and recurring billing
- One-click upsell support
Shopping Cart
Full e-commerce cart with multi-product support, product variants, rich media, order management, and refund handling.
- Multi-product cart with variants
- Order management and refunds
- Rich media product pages
Point of Sale
Accept in-person payments with tap-to-pay, inventory sync, and mobile POS functionality.
- Tap-to-pay in person
- Inventory sync with online store
- Mobile POS for on-the-go
E-Signatures
Get contracts and documents signed electronically to close deals faster with legally binding digital signatures.
- Legally binding e-signatures
- Mobile-friendly signing
- Faster deal closing
Membership Sites
Create private content areas with member management, tiered access levels, and recurring billing integration.
- Private content areas
- Tiered access levels
- Recurring billing integration
Online Courses
Build and sell online courses with a lesson builder, drip content delivery, and content hosting included.
- Course and lesson builder
- Drip content delivery
- Built-in content hosting
Community
Host private community spaces where your members can engage, discuss, and connect with each other.
- Private community spaces
- Member engagement tools
- Discussion and connection features
Certificates
Automatically issue completion certificates to students who finish your courses or membership programs.
- Automatic certificate issuance
- Custom certificate templates
- Course completion tracking
Review Management
Automate review requests via SMS, track reviews across platforms, and manage your online reputation in one place.
- Automated SMS review requests
- Review tracking across platforms
- Centralized reputation dashboard
Referral System
Set up referral tracking with incentive management to turn your happy customers into a growth engine.
- Referral tracking and attribution
- Incentive management
- Automated referral follow-ups
Affiliate Program
Launch an affiliate program with multi-tier commissions and tracking to expand your reach through partners.
- Multi-tier commission structure
- Affiliate tracking and reporting
- Automated commission payouts
Client Portal Dashboard
Centralized hub where your customers log in to access invoices, documents, appointments, courses, and community — all from a single dashboard with quick-action navigation.
- Single login for all client resources
- Quick-action navigation tiles
- Branded experience with your logo
Documents & Contracts
Create, send, and track professional contracts, proposals, and estimates with a drag-and-drop builder, fillable fields, and legally binding e-signatures. Clients view and sign directly in the portal.
- Drag-and-drop document builder
- Fillable fields and e-signatures
- Clients sign directly in the portal
Invoices & Estimates
Clients view, pay, and manage invoices and estimates directly from their portal with automatic email notifications for new and overdue items.
- Client self-service invoice payments
- Automatic overdue notifications
- Estimate approval workflow
Client Chat & Messaging
In-portal messaging so clients can communicate with your team without leaving the portal, with full conversation history.
- In-portal real-time messaging
- Full conversation history
- Seamless team handoff
Branded Mobile App
Create your own custom-branded client portal mobile app for iOS and Android with your logo, colors, and menu layout. Published under your business name in the App Store and Google Play (additional cost applies).
- Your brand in the App Store and Google Play
- Custom logo, colors, and menu layout
- Push notifications for client updates
SSO & Magic Links
Passwordless login with one-click magic links and single sign-on for a frictionless client experience across portal and all connected apps.
- One-click passwordless login
- Single sign-on across apps
- Frictionless client experience
Portal Notifications
Centralized notification center for invoices, contracts, estimates, course progress, community updates, and payment confirmations.
- Centralized notification center
- Invoice and payment alerts
- Course and community updates
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Intelligence Built In
Our AI features don't just automate - they learn and improve. From intelligent chatbots that qualify leads 24/7 to content generation that matches your brand voice.
- Content AI - Email and website copy generation
- Conversation AI - Automated lead qualification
- Workflow AI - AI-driven automation steps
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