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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CrmLeaf is an all-in-one AI CRM platform built for growing businesses that need sales, support, projects, HR, payroll, and operations in one place. The platform helps teams manage leads, contacts, pipelines, tasks, service requests, projects, employees, proposals, invoices, and workflows without relying on multiple disconnected tools. CrmLeaf is designed to fit existing business processes, with support for spreadsheet imports, Gmail, Outlook, IMAP email, legacy CRM migration, and quick setup. Its clean interface and simple workflows help teams start using the system with minimal training. The built-in AI assistant helps users draft emails, summarize meetings, predict lead scores, and support faster decision-making. CrmLeaf also includes automation tools that can capture leads, send welcome emails, assign sales reps, and keep workflows running in the background. Businesses can use the unified dashboard to manage sales, projects, HR, and service activity from one central workspace. The platform offers transparent pricing with features such as unlimited sales pipelines, HR and project management, integrated AI assistance, contacts, storage, and user seats depending on the plan. CrmLeaf helps companies replace expensive modular software with a more connected CRM built for simplicity, scalability, and operational control.

Description

Smarty is a comprehensive business platform designed to help entrepreneurs and small teams automate operations and accelerate growth using AI and integrated tools. It combines powerful AI features with essential business management functions, allowing users to handle lead generation, communication, and bookings from one place. The platform automates repetitive tasks such as follow-ups, messaging, and customer inquiries through voice and text-based AI systems. Smarty also consolidates multiple tools into a single dashboard, including CRM, content creation, scheduling, and marketing features. This eliminates the need to switch between different platforms, improving efficiency and saving valuable time. The platform offers additional capabilities like funnel building, blogging, and SEO tools to support business growth. Users benefit from a dedicated account manager who helps with setup, strategy, and ongoing optimization. Smarty is designed to be user-friendly, making it accessible even for those with limited technical experience. Its dual approach of AI automation and core business tools allows businesses to scale without increasing complexity. By simplifying workflows and reducing manual effort, Smarty helps entrepreneurs focus on closing deals and growing their business. Ultimately, it transforms how small businesses manage operations and customer engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AtClose
Calendly
Facebook
Facebook Ads
Fireflies.ai
FuelPHP
Google Analytics
Google Calendar
Hotjar
LinkedIn
PayPal
Slack
WebMaxy Analyzer
WebMaxy Survey
WhatsApp
Zapier

Integrations

AtClose
Calendly
Facebook
Facebook Ads
Fireflies.ai
FuelPHP
Google Analytics
Google Calendar
Hotjar
LinkedIn
PayPal
Slack
WebMaxy Analyzer
WebMaxy Survey
WhatsApp
Zapier

Pricing Details

$49
Free Trial
Free Version

Pricing Details

£349/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CrmLeaf

Founded

2023

Country

United States

Website

www.crmleaf.app/

Vendor Details

Company Name

Smarty Software

Founded

2013

Country

United Kingdom

Website

smartysoftware.co.uk

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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