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6 Features

Your Business Command Center

Manage every contact, deal, and interaction in one intuitive dashboard. Track tasks, manage your team, and run your business from anywhere.

Unlimited contacts and storage
Visual drag-and-drop pipelines
Task management and tracking
Full mobile app for iOS & Android
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Platform Preview

Everything at a Glance

Your entire customer relationship history, pipeline status, and team activity organized in one clean dashboard.

  • Drag-and-drop deal pipelines
  • 360° contact profiles
  • Real-time performance insights
Try it free
app.smbcrm.com
CRM & Sales features in SMBcrm

Active Contacts

1,247

Pipeline Value

$152K

Win Rate

68%

CRM & Sales

Included Features

Everything you need in one powerful suite.

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
How It Works

Simple, Powerful, Effective

1

Connect

Integrate your existing tools and import your data in minutes.

2

Configure

Set up automations and customize to match your workflow.

3

Grow

Watch your efficiency and revenue increase automatically.

Explore More

Other Feature Categories

Lead Capture

4 features

Websites & Funnels

4 features

Communication

6 features

Automation

5 features

AI Features

9 features

Social Media

5 features

Advertising

6 features

Payments & Commerce

6 features

Memberships & Education

4 features

Reputation & Growth

3 features

Client Portal

7 features
View all features
14-day free trial

Ready to
accelerate
your growth?

Join businesses already using SMBcrm to capture more leads, build better relationships, and close more deals.

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14-day free trial

Full access to all features, no strings attached

No setup fees

Get started in minutes, we handle the heavy lifting

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No long-term contracts, stay because you want to