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1 · From Smart CRM (opens in a new tab)

Smart CRM

The free CRM every team can work from

Keep contacts, companies, deals and tickets on one record that marketing, sales, service and your agents all share. Start free with your whole team, and add hubs when you need them.

Get a demoSee plans and pricing
The Smart CRM record for Bellmere Bank: 48 contacts, four open deals and $1.4M lifetime value, beside a Data Agent suggestion to add Priya Shah as a contact.
2 · From Smart CRM (opens in a new tab)

How it works

Customer data your teams will actually keep up to date

Records update from the work people already do, so nobody has to choose between serving customers and typing.

Sam Whitaker's contact record at Juniper & Rye logging an email, a quarterly review meeting and a call on its own, beside a Data Agent suggestion to update the job title, with an Accept button.

Records that fill themselves in

Emails, meetings and calls log to the right contact and deal on their own. The Data Agent suggests missing details for a person to approve.

  • Emails, meetings and calls logged for you
  • Missing details suggested, never changed alone
  • One timeline every team can read
Learn more about the Data Agent
A wholesale deal pipeline with the stages Qualified, Samples sent (new), Proposal and Contract, beside a new Home store dropdown property being added without code.

Shaped around how your business works

Add custom properties, objects and pipelines without code, and give each team the views it needs on the same record.

  • Custom properties, objects and stages
  • A view for each team on one record
  • Changes without writing code
Learn more about Data Hub
3 · From Smart CRM (opens in a new tab)

Everything in the free Smart CRM

The free plan includes what your team needs to organize customers and follow up on time.

  • Contacts and companies

    Every person and account, with their full history in one timeline.

  • Deals and pipelines

    Track each deal by stage, and see what needs attention today.

  • Tasks and reminders

    Follow-ups that land in the right person’s queue.

  • Shared inbox

    Email and chat from customers in one place, linked to their record.

  • Reports

    Dashboards built from the same data every team uses.

  • Integrations

    Connect the tools you already use, from email to accounting.