Features · On every plan, including free

Call logging, follow-up tasks and reminders

Most small-business sales is calls and follow-ups. SmartContact makes logging them quicker than writing a sticky note, and makes sure the follow-up actually happens.

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The tasks list: each task with its due date, company, contact and email, and a tick to complete it. — Tasks with the company, contact and email to hand. Tick to complete.

What you get

Two-click call outcomes

Pick how the call went, add a note and a follow-up date. The task is created for you.

Reminders that reach you

Due tasks pop up on screen, appear in the bell and arrive by email. Installed on your phone, SmartContact can send reminder notifications too.

Today's list

Your home page shows today's tasks and overdue follow-ups first.

Calls from your phone system

Install the free Teams Phone or 3CX plugin and calls land on the right contact's timeline by themselves.

@mention a colleague

Type @ in a note to bring a teammate in; they get a notification with a link.

Set it up

Open a company and choose Call in the box at the top of its timeline.
Pick the outcome and a follow-up date.
Start each day from Home: today's follow-ups are at the top.

Questions

Do I need a phone plugin to log calls?

No. Anyone can log a call by hand on any plan. The Teams Phone and 3CX plugins log them automatically.

Can I get reminders by email?

Yes. Reminders appear on screen and in the bell, and are emailed to you as well.

Pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies. Your first workspace gets Standard free for 30 days, no card needed. Prices exclude VAT.

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