Features
SmartContact features
A simple CRM for UK small businesses. Most features are on the free Basic plan; a few are on Standard.
Sales pipeline
Drag leads through your own stages on a board, run separate pipelines for different products or teams, and save the views you use every day.
Every plan
Deals and forecasts
Track opportunities with a value, close date and win probability, and see open pipeline, weighted forecast and what closes this month.
Every plan
Calls, tasks and reminders
Log a call in two clicks and set the follow-up. Reminders pop up on screen, in the bell and by email, so nothing slips.
Every plan
Email templates and sequences
Save email templates with merge fields on every plan. On Standard, run follow-up sequences from your own Outlook mailbox that stop when people reply.
Standard
Quotes and Xero
Build a quote on a deal from your price list with VAT and discounts. The customer accepts online, the deal is won, and Xero gets a draft invoice.
Standard
Reports and report builder
Sales by person, revenue by month, forecast, lead sources and funnel. On Standard, build your own reports and pin them to your home page.
Every plan
Marketing ROI
Track each campaign's spend, the leads and deals it brings in and its ROI, with first-touch, last-touch or shared attribution.
Standard
Web-to-lead forms
Each enquiry from your website lands as a new lead with the person attached, with their marketing consent recorded.
Every plan
Workflow automation
When a lead arrives or a deal changes, create the follow-up task, assign the owner, notify the team or fill in a field. Five rules free, unlimited on Standard.
Every plan
Import from another CRM
Move in with your old CRM's API key or a CSV file: companies, contacts and deals, with duplicates matched. Or we'll move your data for you, free.
Every plan
AI agents
Connect Claude, ChatGPT, Gemini or Copilot and let your assistant update the CRM, with your permissions and every change in the audit log.
Every plan
Integrations
Zapier, Make and n8n, the REST API and webhooks, plus plugins for Teams Phone and 3CX.
Every plan
Try it free
Free for up to 2 users and 500 companies. Your first workspace gets Standard free for 30 days, no card needed.