SmartCRM: Your Intelligent Sales Assistant

SmartCRM transforms traditional CRM into a proactive, AI-powered assistant for Sales, Marketing, and Support teams. It automates data entry, enriches customer profiles, and predicts outcomes to drive performance.

Why SmartCRM?

Imagine a CRM that listens, learns, and acts. SmartCRM delivers measurable ROI by:

  • Reducing manual data entry by up to 1 hour per rep per day
  • Improving lead conversion rates with predictive scoring
  • Flagging at-risk deals before they slip away
  • Crafting hyper-personalized outreach with GenAI
  • Providing instant answers and actions via AI Chatbot
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Key Features

  • ADE (Automated Data Enrichment): AI updates contact and company profiles from emails, calls, and public sources.
  • DMV (Decision Maker Validation): SmartCRM uses real-time graph data to automatically validate and surface the actual Decision Maker and the hierarchy around them, drastically shortening your sales cycle.
  • NBX (Next Best Experience): We move beyond 'Next Best Action.' Our AI analyzes complex opportunity data to predict and deliver the Next Best Experience—the optimal sequence of outreach, content, and pricing at the exact moment a decision is being made.
  • Minimum MDE (Manual Data Entry): If your reps are typing, they aren't selling. We slash Manual Data Entry by prioritizing automation. Every email, meeting, and key data point is logged automatically.
  • Conversation Intelligence: Transcribes and analyzes meetings to extract action items, sentiment, and buying signals.
  • Predictive Lead Scoring: Prioritizes leads based on conversion likelihood and engagement.
  • Opportunity/Risk Alerts: Flags stalled deals and early churn signals to protect revenue.
  • GenAI Content: Crafts personalized outreach emails based on funnel stage and industry.
  • AI Chatbot (Data Agent): Conversational interface for querying CRM data and executing tasks.
  • External Data Intelligence: Integrates with LinkedIn, Apollo, and Lusha to discover and score high-fit leads.

Subscription Plans

Starter

Target: Small Teams

Focus: Productivity & Hygiene

Features:

  • Basic CRM
  • Limited Data Enrichment
  • Simple AI Chat
  • 1-Way External Sync
Growth

Target: Mid-size Teams

Focus: Pipeline Optimization

Features:

  • Predictive Lead Scoring
  • GenAI Email Drafts
  • Actionable AI Chat
  • 2-Way External Sync
Scale

Target: Fast-Growing Businesses

Focus: Intelligence & Automation

Features:

  • Risk Alerts
  • Sentiment Analysis
  • NBX Recommendations
  • Intent Scoring
Enterprise

Target: Large Corporations

Focus: Autonomy & Compliance

Features:

  • ADE : Automatic Data Enrichment
  • DMV : Decision Maker Validation
  • NBX : Next Best Experience
  • Unlimited GenAI Credits
  • Enterprise Data Enrichment Integrations
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Why SmartCRM?

SmartCRM delivers measurable ROI by reducing manual work, improving lead conversion, and enabling proactive customer engagement. With tiered pricing and phased delivery, it scales with your business needs—from startup to enterprise.

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