Smart CRM
A 360° contact + deal CRM with AI lead scoring, custom fields, and the segment builder HubSpot users wish they had — without the $800/mo tax.
Why teams choose us
Replace 3-5 standalone tools with one cohesive workflow.
Inside the platform
See Smart CRM in action.
Real interface. Real data shapes. Click the controls below to explore neighbouring views.
Sales pipeline
4 stages · 23 active deals
12 deals
8 deals
5 deals
3 deals
Acme Inc
Lead
$48K
AI score 8.4
Globex Ltd
Qualified
$24K
AI score 8.4
Initech
Proposal
$92K
AI score 8.4
Stark Co
Closed Won
$156K
AI score 8.4
Impact
Smart CRM by the numbers
Real customer data from teams running Smart CRM in production.
6
Scoring dimensions
10
Field types
9,999
Pipelines
12min
Avg setup
97%
Auto-dedup
800/mo
Saved vs HubSpot
Everything you need
Built for teams that ship.
Every workflow you actually use, integrated into one platform.
360° contact profiles
Every touchpoint, deal, email, page view, and call in one timeline. Add unlimited custom fields without a Salesforce admin.
Unlimited pipelines
Sales, support, partner-success, customer-onboarding — model every workflow. Drag-drop kanban with bulk actions.
AI lead scoring
Six-dimension intent model auto-ranks contacts by likelihood-to-close. Manual rules + AI working in tandem.
AND/OR segment builder
Nested boolean logic, save as static lists or dynamic segments that update in real-time.
Custom field types
10+ field types incl. date, currency, dropdown, multi-select, file, formula, signature, rating.
Duplicate detection
Fuzzy-match + email-domain heuristics catch 97% of duplicates. One-click merge with conflict resolution.
How it works
From idea to live in 4 steps.
Import contacts
CSV, Hubspot export, Salesforce sync, or API. Field mapping is auto-suggested.
Score + segment
AI scoring runs in the background; build segments with AND/OR logic.
Run a play
Enrol in a sequence, push to ads audience, or trigger an automation.
Close + report
Move deals through pipelines, attribute revenue, forecast next quarter.
How we compare
One platform vs. 3 separate tools.
Side-by-side feature parity check.
| Capability | Smart CRM | HubSpot CRM | Salesforce | Pipedrive |
|---|---|---|---|---|
| AI lead scoring (no add-on) | ||||
| Unlimited custom fields | ||||
| AND/OR segment builder | ||||
| Built-in sequence engine | Add-on | Add-on | ||
| Pipelines | Unlimited | 2 | Unlimited | 4 |
| Starting price (seat) | $0 | $50 | $300 | $49 |
“We migrated 14,000 contacts off HubSpot in an afternoon. Two weeks later the AI scoring caught three accounts our SDRs had stopped working — we closed two of them.”
Marcus Reyes
VP Revenue Operations · NorthBay Logistics
$840K
Pipeline rescued in Q1
Plays nicely with
10+ integrations out of the box.
Consolidate your stack
Cancel these subscriptions. We do it better, together.
FAQ
Common questions.
Yes — paste a Salesforce export, CSV, or use the live HubSpot sync. Field mapping is auto-suggested and unmapped fields land in a custom-field staging area for review.
Keep exploring
Other modules in the platform.
Get Smart CRM working for your team.
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