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Overview
So Smart helps mid-sized manufacturing and retail teams optimize operations with inventory management, production planning, and real-time analytics. While the initial setup process can be time-consuming, it provides accurate insights and efficient workflows. Overall, it is a reliable platform for businesses looking to streamline processes and boost productivity.
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Starting Price
Custom
So Smart Specifications
ERP Apps For Android
ERP Software For Windows
ERP Systems
Process ERP Software
What Is So Smart?
So Smart is an Enterprise Resource Planning (ERP) software built on Microsoft Dynamics 365 Business Central that helps growing businesses unify inventory, sales, and financials into a single platform. It provides real-time insights, automates reporting, and streamlines workflows, reducing reliance on spreadsheets and separate tools. The platform supports integrated inventory management, automated accounting, and flexible functionality for operations like drop shipping or vendor integrations.
So Smart Pricing
The vendor offers four So Smart price plans:
- Custom: Starts at $104/user/month
- Projects and services: $224/user/month
- Trade: $224/user/month
- Manufacturing and assembly: $254/user/month
Disclaimer: The pricing is subject to change.
So Smart Integrations
The software supports integration with various platforms, such as:
- Microsoft Teams
- Shopify software
- WooCommerce
- Microsoft Outlook
Who Is So Smart For?
So Smart is suitable for organizations across a wide range of industries and sectors, including:
- Professional services
- Wholesale trade
- Construction
- Manufacturing and assembly
- Ecommerce
- Information technology
Is So Smart Right For You?
So Smart is suitable for small to mid-sized businesses seeking unified control over inventory, sales, projects, and finances. Built on Microsoft Dynamics 365 Business Central, it offers scalable, secure, and cloud-based ERP capabilities. Its consolidated workflows and real-time visibility have helped existing clients streamline operations efficiently, demonstrating reliability and ease of use for growing businesses.
Still doubtful if So Smart is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
So Smart Features
The platform enables secure management of receipts, payments, profits, and balance sheets in real time. Integrated bank connections automatically reconcile transactions, while analytical cost tracking provides insight by department, project, or cost center. Copilot AI assists with year-end closings and financial analysis, ensuring data is always up to date.
This feature provides complete oversight of warehouse movements, from receipts to shipments, with real-time traceability. Stock levels are monitored by zones and shelves, and lot and serial number tracking ensures accurate item identification. Up-to-date inventory and precise valuation optimize operations and support efficient business growth.
So Smart software organizes contacts, opportunities, and interactions with customers and suppliers on a unified platform. Leads and opportunities are tracked for targeted actions, while segmentation enables personalized communication. Integrated CRM tools strengthen relationships and enhance sales effectiveness across the organization.
The system connects departments, users, and processes through customizable digital workflows. Approvals, notifications, and recurring tasks are automated, while real-time monitoring allows timely interventions. Workflows improve coordination, efficiency, and traceability across teams throughout the organization.
The platform includes a ‘Carbon Footprint Calculator’ integrated within Microsoft Teams. It identifies carbon hotspots, calculates CO₂ emissions, and allows customization by location, employee, or vehicle. This tool supports sustainability initiatives by enabling precise monitoring and long-term emission reduction strategies.
