Everything You Need,
Nothing You Don't
SMARTiDATA replaces your scattered toolset with one integrated platform. Every feature designed to work together, powered by AI that understands your business.
Smart Inbox
AI-powered email command center that categorizes, prioritizes, and surfaces what matters. Zero inbox anxiety.
- AI email categorization
- Priority surfacing
- Thread management
- Smart folders
CRM & Sales Pipeline
Track every prospect, opportunity, and deal. Visual pipeline with weighted forecasting shows exactly where revenue is coming from.
- Visual pipeline
- Deal tracking
- Contact management
- Revenue forecasting
AI Business Brain
Ask questions in plain English. Get answers about invoices, deals, projects, and more from AI that knows your entire operation.
- Natural language queries
- Cross-system insights
- Automated summaries
- Trend detection
Project Management
Manage deliverables, milestones, and deadlines across all client engagements. Kanban boards, timelines, and task tracking.
- Kanban boards
- Milestone tracking
- Team assignments
- Deadline alerts
Client Portal
Give clients a branded portal to access documents, sign agreements, view invoices, and communicate securely.
- Secure document sharing
- E-signature support
- Invoice access
- Custom branding
Invoicing & Payments
Generate invoices from proposals, track payments, send reminders automatically. Get paid faster with less chasing.
- Auto-generated invoices
- Payment tracking
- Automated reminders
- Multiple currencies
And There's More
Additional capabilities that round out your operations platform
Proposals & SOWs
Professional proposals with templates, line items, and e-signatures.
Reports & Analytics
Financial dashboards, performance metrics, and activity tracking.
WordPress Management
Manage multiple client WordPress sites from one dashboard.
Better Together
The real power of SMARTiDATA isn't any single feature - it's how they all work together. Your CRM knows about your projects. Your inbox understands your clients. Your AI can query everything.
- Email from a prospect? CRM auto-updates
- Proposal signed? Project auto-created
- Invoice overdue? AI alerts you with context
- Client question? Full history at your fingertips
Ready to See It in Action?
Start your free trial and explore all features with your own data.