Lead & Contact Management
Capture, segment, and organize leads from multiple sources. Keep all contact details and history in one place.
Enterprise Security
99.9% Uptime
10,000+ Teams
4.9/5 Rating
All-in-One CRM System
Put your entire customer journey in one place. Focus on building relationships, not managing spreadsheets.
Sales Pipeline Visualization
Track deals from prospect to close with real-time pipeline views. Drag-and-drop deals between stages.
Activity Tracking & Reminders
Never miss a follow-up with automated reminders and task assignments. Log calls, emails, and meetings.
Custom Fields & Tags
Tailor contacts and deals to fit your business workflows. Create unlimited custom fields and tags.
Email Integration
Sync with your inbox and automatically log interactions. Send emails directly from CRM records.
Reporting & Analytics
Get insights that help you close more deals and forecast accurately. Visual dashboards and reports.
Project Management
Intelligent Project Management
Stop juggling scattered tools. Get a powerful project management engine built into your CRM ecosystem.
Task & Subtask Organization — Break projects into manageable action items
Team Collaboration Portal — Share files, comment in real-time, get updates instantly
Kanban & Gantt Views — Visualize progress the way your team works best
Milestones & Deadlines — Stay on track with automatic notifications
Time Tracking & Work Logs — Understand effort and productivity
Custom Workflows — Create repeatable processes for recurring projects
CRM + Project Management in One Place
The real power comes from integrating CRM and Project Management so information flows easily between sales and delivery teams.
Deal to Project
Convert won deals directly into projects with one click
Auto Assignment
Assign team members automatically based on rules
Data Sync
Client information syncs across all modules
Team Alignment
Keep sales and delivery teams on the same page
Built for Every Team
SmarterPSuite adapts to your business — flexible, secure, and designed to grow with you.
Startups
Build your first sales pipeline and project workflows without complexity. Start simple, scale as you grow.
Growing Businesses
Scale your operations with automated workflows, team collaboration, and integrated customer data.
Enterprises
Get visibility and control across departments. Advanced permissions, reporting, and compliance features.
Frequently Asked Questions
Find answers to common questions about SmarterPSuite CRM & Project Management.
What is a CRM system?
A CRM (Customer Relationship Management) system is software that helps businesses manage all interactions with customers and prospects. It centralizes contact information, tracks sales pipelines, automates follow-ups, and provides insights to help you close more deals and build stronger relationships.
How does CRM integrate with project management?
SmarterPSuite seamlessly connects CRM and project management by allowing you to convert won deals directly into projects, automatically assign team members, sync client information across modules, and maintain consistent communication between sales and delivery teams.
What project views are available?
SmarterPSuite offers multiple project views including Kanban boards for visual task management, Gantt charts for timeline planning, list views for detailed task tracking, and calendar views for deadline management. Choose the view that best fits your team's workflow.
Can I customize the CRM fields?
Yes, SmarterPSuite offers fully customizable fields, tags, and pipelines. You can create custom fields for contacts, leads, and deals to match your specific business processes and capture the data that matters most to your organization.
Is there a free trial available?
Yes, SmarterPSuite offers a 14-day free trial with full access to CRM and project management features. You can test lead management, sales pipelines, task tracking, team collaboration, and all other features before choosing a paid plan.
What businesses is SmarterPSuite best for?
SmarterPSuite is designed for businesses of all sizes - from startups building their first sales pipeline, to growing agencies scaling operations, to enterprises needing comprehensive visibility and control over customer relationships and project delivery.
Ready to Simplify Your Workflow?
Experience the power of SmarterPSuite CRM & Project Management. Start your free trial today — no credit card required.