All In One Small Business CRM and Marketing Automation Features

Everything You Need To Your Business

Discover how SMBcrm’s comprehensive suite of tools can drive your business forward. From managing customer relationships to automating marketing campaigns, our features are designed to optimize your operations and accelerate growth.

2 Way SMS

Engage in personalized, real-time 1-to-1 messaging with your customers through our 2-way SMS feature.

Affiliate

Set up and manage affiliate programs to drive more sales and referrals.

Automation

Automate your business processes to save time and increase efficiency.

Bookings

Simplify appointment scheduling with customizable booking systems.

Calendars

Organize and manage your schedule with integrated calendar functionality.

Call Recording

Record and archive all your phone conversations for quality assurance, compliance, and training purposes.

Calling

Manage calls with call tracking, recording, and automation features.

Cart

Manage online sales with a fully integrated cart system for seamless transactions.

Chat AI

Enhance customer support with AI-driven chatbots and automated responses.

Community

Build and nurture a community space for your customers to interact and share ideas.

Content AI

Generate engaging content with AI-powered writing and optimization tools.

Courses

Design and manage online courses to educate and engage your audience.

CRM

Manage customer relationships and interactions with our powerful CRM tools.

Dashboard

Monitor key metrics and performance indicators with customizable dashboards.

Domains

Manage and customize your domains directly within the platform.

E-Signature

Streamline document signing with secure and efficient electronic signatures integrated into your workflows.

Emails

Craft and send effective email campaigns with advanced tracking and automation.

Forms

Create and customize forms to capture leads and gather information effortlessly.

Funnels

Create, customize, and optimize multi-step sales funnels to capture leads and drive conversions seamlessly.

Inbox

Consolidate all your communications in one place with our all-in-one inbox.

Integrations

Seamlessly connect and synchronize your favorite tools and platforms with our extensive integration capabilities.

Invoicing

Generate and send invoices, manage payments, and track financials easily.

IVR

Enhance customer experience with a customizable phone IVR system that efficiently routes calls to the appropriate departments and agents.

Live Chat

Engage with website visitors in real-time with integrated live chat functionality.

Members

Create and manage membership sites to provide exclusive content and services.

Mobile App

Access and manage your business on the go with our fully-featured mobile app, ensuring productivity anytime, anywhere.

Multi-Tier Commissions

Drive growth and incentivize your affiliates with a robust multi-tier commission structure that rewards performance across multiple levels.

Pipelines

Visualize and manage your sales processes with customizable pipelines.

POS

Streamline your sales process with our integrated POS system, providing efficient and seamless transactions both online and in-store.

Powerdialer

Boost your sales efficiency with automated dialing, enabling seamless and rapid outbound calls.

Referral Tracking

Monitor and manage your referral programs with ease, tracking every lead and conversion through detailed analytics.

Reporting

Gain detailed insights into your business performance with advanced reporting tools.

Reviews

Collect and showcase customer reviews to build trust and credibility.

SMS Marketing

Engage your audience with personalized and automated SMS marketing campaigns.

Social

Plan, schedule, and manage social media posts across multiple platforms.

Surveys

Create and distribute surveys to gather valuable feedback and insights.

Tap 2 Pay

Transform your employees’ devices into payment terminals with Tap 2 Pay, enabling seamless and secure transactions integrated with your POS and invoicing systems.

Text 2 Pay

Facilitate swift and secure transactions by sending payment requests via SMS, allowing customers to pay directly from their mobile devices.

Unlimited Contacts

Manage unlimited contacts seamlessly, ensuring you never outgrow your CRM capabilities.

Voice AI Agents

Voicemail Drops

Save time and enhance outreach by sending pre-recorded voicemail messages directly to your contacts’ inboxes without making a call.

Websites

Create unlimited websites effortlessly with our intuitive drag-and-drop builder.

WordPress Hosting

Host and manage your WordPress websites with reliable, high-performance servers and seamless integration.

Workflow AI

Automate complex workflows with AI-driven processes and triggers.

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