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CRM features for everyone in your team.

End-to-end applications from marketing to sales and right down to customer service.

For sales teams

  • Organize leads into custom pipelines
  • Import contacts from other CRMs like Zoho, HubSpot and Salesforce.
  • Single view of customer activities and interactions
  • Create new sales opportunities from existing customers
  • Smart linking of contacts to organizations, marketing campaigns, support ticketing and projects
  • Intelligent handling of duplicate contacts
  • Report dashboards to analyze sales performance
See all the CRM Sales Tools »

For marketers

  • Marketing automation: Send automated emails for follow-ups, up-sells and lead nurturing
  • Generate contact groups using attributes and custom fields
  • Create beautiful emails from templates or code your own
  • Build SEO optimized landing pages and websites
  • Publish blogs for inbound marketing
  • Offer value added content through membership websites
  • Build lead capture forms
  • Report dashboards to analyze email and webpage metrics
See all the CRM Marketing Tools »

For service teams

  • Create project tasks and associate them to contacts
  • Provide timely support via forms on your website
  • Ticketing system with workflows
  • Time tracking
  • Report dashboards to view response times and performance
See all the CRM service tools »

For business owners

  • Lead & sales data (forecasts, performance, funnels)
  • Website & email statistics
  • Monitor activities in real-time
  • Email notifications
  • Granular control of permissions per user
More CRM management features »

All-in-one CRM software for your entire team

  • Lead management
  • Marketing automation
  • Sales management
  • Single login for multiple accounts
  • Website CMS
  • Blogs
  • SSL certificate
  • Integrated Google Analytics
  • Integrated Google Recaptcha
  • Forms
  • Website page templates
  • Multiple unique websites
  • Landing page templates
  • Email page templates
  • Documents
  • Required fields
  • Automated Multi-lingual communications
  • Preview pages
  • Campaign tracking
  • Project management
  • Task management
  • Lead categorization
  • Unlimited pipelines
  • Host country choice
  • Email campaigns
  • Social media attribution
  • List management
  • Contact activity
  • Email templates
  • Smart send times
  • Record logs
  • Account management
  • PayPal integration
  • Sales pipelines
  • Sales forecasting
  • Goals
  • Lead status management
  • Lead ratio status
  • Lead age tracking
  • Lead response time
  • Secondary lead alerts
  • Multiple lead groups
  • Leaderboard
  • Guest access control
  • Membership management
  • Enhanced login security
  • Deleted records control
  • User level management
Rob Elkington
GLI highly recommends SmartDesk to expand your network and keep your business growing. The team at SmartDesk have been very helpful in responding to our needs.
Rob Elkington
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