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Smarter CRM

Smarter CRM

Last Updated Sep 7, 2025

Overview

Smarter CRM provides a unified dashboard to manage sales, automate workflows, and capture every client interaction. While integration with certain platforms may be less straightforward, its secure database and customizable pipelines help companies strengthen relationships and support sustainable growth across diverse markets.

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Starting Price
Custom

What Is Smarter CRM?

Smarter CRM is a cloud-based customer relationship management (CRM) solution tailored for small to medium-sized service-based businesses. Designed to streamline daily operations, it enables teams to manage leads, quotes, jobs, and invoicing from one centralized platform. The built-in calendar scheduling helps optimize job allocation, while automated follow-ups reduce missed opportunities. By simplifying administrative tasks and improving team coordination, Smarter CRM helps businesses boost productivity and maintain stronger customer relationships.

Smarter CRM Pricing

The Smarter CRM price structure offers flexible plans tailored to fit the needs and scale of growing businesses. Plans available are:

  • Social: $99/month
  • Grow: $154/month
  • Master: $275/month
  • Master Plus: $440/month
Request a personalized Smarter CRM pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Smarter CRM Integrations

The software supports integration with multiple systems and platforms, such as:

Watch a free Smarter CRM demo to learn more about its integration capabilities.

Who Is Smarter CRM For?

The software caters to businesses operating in various industries and sectors, including:

  • Real estate
  • Healthcare
  • Financial services
  • Retail and e-commerce
  • Manufacturing
  • Consulting

Is Smarter CRM Right For You?

Are you looking for a CRM that streamlines your sales process and automates repetitive tasks to save time? Smarter CRM is an excellent choice for businesses aiming to boost efficiency and close more deals by eliminating manual follow-ups and managing multiple sales pipelines effortlessly.

With robust cloud security and scalable features, it supports business growth while protecting your valuable data. Its user-friendly automation tools make managing customer relationships simple and effective.

Still have questions about Smarter CRM? Call us at (661) 384-7070 for more details and personalized assistance.

Pros And Cons of Smarter CRM

Pros

  • Real-time sales pipeline visibility boosts performance

  • Easy-to-use workflows with strong customization

  • Knowledgeable team ensures smooth CRM transition

Cons

  • Risk of data overload and analysis paralysis

  • Limited customization for some modules

Frequently Asked Questions

Smarter CRM features are utilized by businesses across diverse industries, including real estate, healthcare, financial services, retail and e-commerce, manufacturing, software and technology, and consulting.

Smarter CRM offers support via phone and through their online support portal.

No, Smarter CRM does not offer an API.

The software supports integration with multiple systems and platforms, such as Square Online, Facebook, PayPal, Wix, Venmo, Stripe, and QuickBooks, enabling seamless payment processing and business management.

Yes, Smarter CRM includes a mobile app for on-the-go access.

The Smarter CRM price structure offers flexible plans tailored to fit the needs and scale of growing businesses, with options including Social ($99/month), Grow ($154/month), Master ($275/month), and Master Plus ($440/month). Request a detailed Smarter CRM cost breakdown for your business today!

Software is primarily available in English.