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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
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app.smbcrm.com
CRM & Sales features in SMBcrm

Active Contacts

1,247

Pipeline Value

$152K

Win Rate

68%

Sample metrics shown in the cards.

CRM & Sales

Explore the tools

Choose a tool to see details or how it fits into a workflow. Availability and usage charges vary by plan and feature.

How It Works

How your CRM works

1

Capture

Bring every lead and contact into one database with custom fields, tags, and a full activity timeline.

2

Track

Move deals through visual pipelines and keep connected conversations and team notes with the deal.

3

Close

Use follow-up tasks and pipeline reporting to see the next action.

Keep exploring

Guides and updates for this workflow

See setup ideas and specific product changes before choosing your next step.

Common Questions

Frequently Asked Questions

How many contacts can I store in SMBcrm?
Unlimited. Every SMBcrm plan includes unlimited contacts with no overage charges. Store as many leads, customers, and prospects as your business needs.

Can I import contacts from another CRM?
Yes. SMBcrm supports CSV imports and has direct migration tools for popular CRMs. You can also use our API or Zapier integration for automated data syncing from virtually any platform.

Does SMBcrm have a mobile app?
Yes. The SMBcrm mobile app is available for both iOS and Android. You can manage contacts, update deals, make calls, send messages, and process payments from anywhere.

How many sales pipelines can I create?
Unlimited. Create as many pipelines as you need with custom stages, and use the visual drag-and-drop interface to move deals through your sales process.

Can I customize fields and tags for my contacts?
Absolutely. Add unlimited custom fields, tags, and smart lists to organize contacts exactly the way your business needs. Custom fields support text, numbers, dates, dropdowns, and more.
Explore More

Continue this workflow

Communication

Keep the conversation with the contact

Automation

Set the next follow-up

Payments & Commerce

Move from opportunity to payment
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60-day money-back guarantee

Ready to put CRM & Sales to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

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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