Smart CRM brings your customer database, calling workflow, WhatsApp, follow-ups, tasks and team insights into one fast, secure platform - branded to your own organization and ready on every device.
Live numbers from teams already running their business on Smart CRM.
Customer Records Managed
Calls Made
Customer Interactions Logged
WhatsApp Messages Sent
From the first lead to the closed deal, Smart CRM covers the whole calling workflow - and shows you what is working.
Open any customer and reach them instantly. The app opens your phone's dialer or WhatsApp, and writes the activity into the customer's history for you.
See how your customers, calls and conversions are moving right now. Every chart and number is clickable and opens the matching customers.
Create teams, put a Team Manager and Team Lead in charge, and everyone automatically sees the right customers - nothing more.
Schedule timed follow-ups against a customer, and assign tasks with priorities and repeats. Everyone is notified when work lands on them.
Send approved WhatsApp messages to many customers automatically at the time you choose, using the official WhatsApp Business platform.
Every week, Smart CRM reads your team's numbers and writes a plain-language report - what improved, what slipped, and exactly what to do next. Customer names and numbers are never sent to the AI.
Upload thousands of customers in one go. Duplicates are skipped automatically and every upload is tracked as its own batch.
Record every call outcome with a status and a reason from a smart list. Calls, WhatsApp clicks and updates write a clean, timestamped call log for you.
Send direct or bulk messages, and get bell, email and push alerts the moment work is assigned to you.
Watch your callers' calls, WhatsApp messages and wins appear in real time - scoped to your team, never showing customer details.
Add your logo and publish a public one-page profile website for your organization, with a link you can share anywhere.
Sign in with an emailed one-time code or Google. Every organization is a separate workspace, with role-based access and full audit logs.
Built for managers and leaders: a real-time window into your callers' day, without chasing anyone for an update.
See your team at work, live
Calls, WhatsApp messages, status updates and closed wins show up the moment they happen.
The right people see the right team
Admins see the whole organization. Team Managers and Team Leads see the teams they lead. Callers see their own team.
Customer details stay private
Only the caller, the action and the status name are shown - never customer names, numbers or records.
Always fresh, never cluttered
It keeps the last 15 minutes and updates by itself - no refresh button, no digging through reports.
Live Activity
What your callers are doing right now
Calls
6
3
Wins
1
Neha P. sent a WhatsApp message
Mumbai North
Vikram S. updated a customer status
Delhi CentralInterested - Follow Up
Asha R. made a call
Mumbai North
Illustrative sample - your feed shows your own team's real activity. Customer details are never shown.
From the first day to your best quarter - four simple steps.
Create your organization in minutes, add your logo, and bring in your customers from Excel - or add them one by one.
Live in minutesCreate teams, appoint a manager and a lead for each, and add your callers. Who sees what follows your hierarchy automatically.
Right data, right peopleCallers see their own customers, call or WhatsApp in one tap, and record the outcome with a reason. Every action is logged for you.
Every action loggedFollow-ups, tasks and WhatsApp schedules keep every lead moving, while the live dashboard and weekly AI report show what is working.
Insights every weekSets up the organization, imports data, and manages users, teams, statuses and billing. Sees everything.
Oversees one or many teams, and sees all of their customers, follow-ups and results.
Leads a team, hands out work, and tracks every caller's activity and progress.
Focuses on their own customers: call, message, update the status and move on.
No credit card, no trial clock. Create your organization today and use the Free plan for as long as you like - upgrade only when you outgrow it.
Free plan
$0
forever · no credit card
Create Free AccountNeed more room? Pro from $9/mo and Plus from $49/mo - see all plans
Call, message and follow up from your phone, tablet or desktop - the same account, always in sync.
Call and WhatsApp in one tap
Open any customer and reach them instantly - every attempt is logged for you.
Live team dashboard
Conversions, call trends and a real-time activity feed, wherever you are.
Follow-ups that never slip
Tasks and reminders, with push alerts on Android and desktop.
Secure, passwordless sign-in
A one-time code sent to your work email - nothing to remember.
Available for Android.
See all download optionsReal feedback from teams who use Smart CRM every day.
“Moving off spreadsheets into a real CRM changed how our calling team operates day to day. Everyone knows exactly who they need to call, and nothing gets lost between teams anymore.”
Chief executive officer
SRT Insurance
“For managers, having everything visible in one place makes a huge difference. We can see team activity, follow-ups, tasks and customer progress without chasing people for updates.”
Priya Sharma, Sales Manager
Smart CRM
“The biggest improvement for our callers is knowing exactly what needs to be done next. Leads, follow-ups and tasks are clearly assigned, so the team can spend more time talking to customers and less time organising work.”
John, Marketing Executive
Smart CRM
“We have a much clearer picture of what is happening across the business now. The live dashboards let us quickly identify trends, check performance and drill into the details when something needs attention.”
Peter, Business Development Manager
Smart CRM
“Our team works from different locations, so having a CRM that works properly on mobile has been a real advantage. Everyone can access the information they need, stay on top of follow-ups and keep working wherever they are.”
Ajay
Smart CRM
Smart CRM is a customer relationship management (CRM) platform built for teams that call customers. It brings your customer database, calling and WhatsApp workflow, follow-ups, tasks, team messaging and live analytics into one secure app that works on Android, iPhone, Windows and any browser.
Yes. The Free plan costs nothing, needs no credit card and does not expire. It includes up to 1,000 customer records and 10 team members. You can upgrade to a paid plan whenever you outgrow it.
Any team that follows up with customers by phone or WhatsApp, including insurance, real estate, healthcare, education, retail, banking and lending, logistics, travel, telecom, IT services and many more. Message templates and settings are tailored to your industry.
Yes. Callers can open a WhatsApp chat with any customer in one tap, and admins can schedule approved WhatsApp messages to many customers automatically using the official WhatsApp Business platform, with delivery and read tracking for each customer.
Yes. Upload an Excel file and your customers are imported in bulk, with duplicates detected and skipped automatically. You can also add customers one by one.
Yes. Smart CRM is available as an app for Android, iPhone, iPad and Windows, and you can also install it from your browser. Your account and data are the same on every device.
Every organization gets its own separate workspace. Access is controlled by roles (Admin, Team Manager, Team Lead and Caller), sign-in uses one-time email codes or Google instead of passwords, and every important action is recorded in an audit log.
Create your organization free in minutes, or log in if you already have one.
