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So Smart

So Smart

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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
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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
A free trial is also available. Request a personalized So Smart pricing quote for your business today!

Disclaimer: The pricing is subject to change.

So Smart Integrations

The software supports integration with various platforms, such as:

Book a free So Smart demo to learn more about its integration capabilities.

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

Accounting

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.

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Inventory And Warehousing

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.

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Relationship Management

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.

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Digital Workflows

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.

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Carbon Footprint Calculator

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.

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Pros And Cons of So Smart

Pros

  • Real-time visibility into operations and finances

  • Unified platform for all business functions

  • Cloud-based and highly scalable solution

Cons

  • Support availability may vary occasionally

  • Some reporting features may require additional configuration

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Frequently Asked Questions

Does So Smart offer an API?

Yes, So Smart offers an API.

What types of pricing plans does So Smart offer?

So Smart offers four pricing plans, including Custom (starts at $104/user/month), Projects and services ($224/user/month), Trade ($224/user/month), and Manufacturing and assembly ($254/user/month). Get a detailed So Smart cost breakdown tailored to your specific requirements.

Does So Smart have a mobile app?

No, So Smart currently does not offer a dedicated mobile app.

What language does So Smart support?

So Smart primarily supports English and Italian languages.

What other apps does So Smart integrate with?

So Smart supports integration with Microsoft Teams, WooCommerce, Shopify, and Microsoft Outlook.

Who are the typical users of So Smart?

So Smart features are used by organizations across multiple industries and sectors, such as construction and plants, manufacturing and assembly, professional services, wholesale trade, e-commerce, and IT.

What level of support does So Smart offer?

So Smart offers support through a contact form and resource center.

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