# SmartContact CRM > A simple CRM for small sales teams and their AI agents. Companies, contacts, calls, tasks, pipeline, deals and reports in one fast web app, with a remote MCP server so Claude, Gemini, Copilot or any MCP client can work in the CRM with the user's own permissions. Successor to First Contact CRM. Made in the UK by OHF Consulting Ltd. ## Product - [Home and features](https://smartcontact.online/): what SmartContact does, screenshots, pricing and FAQ - [Tour](https://smartcontact.online/tour/): a screenshot of every page in the app, with made-up data - [How-to videos](https://smartcontact.online/tour/#videos): short walkthroughs; channel https://www.youtube.com/@SmartContact-CRM - [Create an account](https://smartcontact.online/signup/): Basic is free for up to 2 users and 500 companies - [Live demo](https://demo.smartcontact.online/): try the CRM with made-up data, no sign-up; resets every hour - [Contact](https://smartcontact.online/#contact): ask for a demo or a question; enquiries go to our CRM ## Key facts - Plans: Basic, free for up to 2 users and 500 companies. Standard, £10 per user per month or £100 per user per year, with unlimited users and companies. Prices exclude VAT. - Features (Basic and Standard): companies and contacts on one timeline; call outcomes; tasks and reminders (on screen, in app and by email); @mentions; pipeline board with multiple pipelines; saved views; deals with value, probability and weighted forecast; meetings with attendees and calendar invites; sales reports (performance by person, revenue by month, forecast, lead sources, funnel) with CSV export; custom fields; import from CSV or one click from Pipedrive, HubSpot, Capsule, Zoho or Freshsales (companies, contacts and deals); email templates with merge fields; phone call logging with the free Teams Phone and 3CX plugins (3CX also gets caller ID from the CRM); two-step sign-in that admins can require for the whole workspace, with sign-in history; duplicate finder and merge; Companies House lookup; automations (up to 5 active on Basic); web-to-lead forms; email logging by BCC or forward; files on records; roles and permissions; audit log; GDPR tools (export or erase a person's data); full data export; accessibility themes. - Standard only: unlimited users and companies; two-way Outlook email (Microsoft 365 / Outlook mailbox: emails with contacts on their timelines, send and reply from the CRM); Outlook and Google Calendar sync (meetings booked in the CRM go into the calendar, with a Teams or Google Meet link); follow-up email sequences (emails and tasks, sent from the person's Outlook mailbox, stop on reply or unsubscribe, PECR consent checked before each send); quotes from a price list with VAT and discounts, a PDF and online accept that marks the deal won, and accepted quotes as draft invoices in Xero; Company drive (shared folders, can be limited to admins or a team) and a private My drive per person; unlimited automations; marketing campaigns with spend, touchpoints, UTM tracking and ROI (first-touch, last-touch or linear attribution); report builder; paid marketplace plugins. - File storage (all files encrypted): Basic 1 GB for files on records, shared by the workspace. Standard: shared company storage of 10 GB, increasing by 2 GB per user (files on records and the Company drive), plus a separate private 20 GB My drive for each user. Extra company storage on Standard: +100 GB £5/month or +1 TB £20/month. Max 25 MB per file. - API allowance: 200 requests a day on Basic, 2,000 a day on Standard (API keys; reset at midnight UTC). - Enterprise (larger organisations, custom price): everything in Standard plus a higher daily API allowance, extra company storage sized to the customer, help migrating data from another CRM and priority email support. Contact https://smartcontact.online/#contact or operations@smartcontact.online. - Coming soon on Standard: leads and conversations from Facebook/Instagram lead ads, WhatsApp and SMS. WhatsApp uses the business's own WhatsApp Business number; Meta bills message charges to the business directly. - Trial: each person's first workspace gets Standard free for 30 days, no card needed; afterwards it stays on Basic unless they choose to pay. - Referral programme: workspace admins share a link (Settings > Refer a business) and earn 20% of what a referred business pays, excluding VAT, as credit on their bill for 12 months from its first payment. Terms: https://smartcontact.online/terms/referral/ - Free migration: any business moving to SmartContact can have its data moved for it, free (https://smartcontact.online/switch/). Comparisons with HubSpot, Pipedrive, Capsule and Zoho CRM: https://smartcontact.online/vs/hubspot/ (and /vs/pipedrive/, /vs/capsule/, /vs/zoho/). - Partner programme (https://smartcontact.online/partners/, terms /terms/partners/): for SmartContact customers who advise other businesses (accountants, bookkeepers, IT providers, consultants); apply in Settings > Refer a business, approved by SmartContact. Partners earn 20% of what referred clients pay for 12 months as bill credit (never cash); credit comes off their own SmartContact bills and any surplus carries forward (no free plan for partners). - Free tools (no sign-up, run in the browser): CSV contact cleaner https://smartcontact.online/tools/csv-contact-cleaner/ and email signature generator https://smartcontact.online/tools/email-signature-generator/. - Backups: point-in-time recovery of the database, plus a daily copy kept in a second region. - n8n: community node n8n-nodes-smartcontact (npm), install from Settings > Community Nodes in self-hosted n8n; trigger on any webhook event, create/get/find/update companies, contacts, deals and tasks, add notes. - Make: SmartContact CRM custom app in beta on every plan; add it with the invite https://www.make.com/en/hq/app-invitation/5e1120017d6ee63f3a0f9c4a6bdde55f (Watch Events instant trigger; create company/contact/deal/task, add note, search companies/contacts, any API call). - Zapier: SmartContact CRM app in beta on every plan (https://smartcontact.online/zapier/): instant triggers for new/updated companies, contacts and deals, new and completed tasks; actions to create companies, contacts, deals and tasks, add notes, find or create companies, find contacts. To join the beta, use the invite link on that page; help from operations@smartcontact.online. - AI agents: remote MCP server at https://app.smartcontact.online/mcp. Connect by signing in (OAuth) or with an API key (read only, or read & write). Agents act with the user's permissions, cannot delete records, and every change they make is in the audit log. - Connect an AI agent (per-assistant steps: https://smartcontact.online/developers/mcp/#connect). No client ID or API key needed: OAuth with dynamic client registration, the user signs in with their SmartContact account. - Claude Code: `claude mcp add --transport http --scope user smartcontact https://app.smartcontact.online/mcp`, then `/mcp` to sign in. - Codex CLI: `codex mcp add smartcontact --url https://app.smartcontact.online/mcp`, then `codex mcp login smartcontact`. - Gemini CLI: `gemini mcp add --transport http --scope user smartcontact https://app.smartcontact.online/mcp`, then `/mcp auth smartcontact`. - VS Code (GitHub Copilot): `code --add-mcp '{"name":"smartcontact","type":"http","url":"https://app.smartcontact.online/mcp"}'`. - Cursor: add `"smartcontact": { "url": "https://app.smartcontact.online/mcp" }` under `mcpServers` in `~/.cursor/mcp.json`, then Connect in Cursor Settings > MCP. - Chat apps cannot add connectors from a prompt; the user adds the URL as a custom connector: Claude (Settings > Connectors > Add custom connector), ChatGPT (Settings > Apps > Advanced settings > Developer mode > Create app), Gemini (Settings > Connected apps > Add a custom app), Grok (grok.com/connectors > New Connector > Custom), Microsoft 365 Copilot (Copilot Studio agent > Tools > Add a tool > Model Context Protocol), Mistral Le Chat (Intelligence > Connectors > Add connector). - Hosting: CRM data in London, UK; attached files in the EU; the daily database backup copy is kept in Ireland (EU). - Contact: operations@smartcontact.online ## Legal - [Privacy policy](https://smartcontact.online/privacy/) - [Terms of Service](https://smartcontact.online/terms/service/)