CRM & sales
Customers, opportunities, and activity history.
Tenant-scoped CRM for companies, contacts, opportunity stages, and activities — with a clear pipeline into quotes and orders.
SmartBiz Cloud
Close deals faster with CRM & quotes
From the first customer and quote to preview and PDF — SmartBiz keeps your sales flow clear, fast, and closeable.
No signup · No credit card · No password
Your first quote in 3 minutes
Five clear steps from customer to PDF.
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Select a customer
Pick from Demo customers
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Add products
Names, units, and prices included
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Adjust qty & price
Totals update instantly
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Finish the quote
Save your first formal quote
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PDF
Preview, print, or download
Demo flow — six steps only
First-time visitors know exactly what happens next.
- Start Demo
- Create customer
- Add products
- Finish quote
- Create a real account
Core capabilities
Modular by design and enablement. Here is the product foundation.
Quote management
Professional quotes with preview and print.
Create and copy quotes, manage line items and tax, preview documents, and track status so outbound pricing stays consistent.
Approval workflows
Review before documents go out.
Configure approval steps and alerts for quotes and related documents to reduce unauthorized sends and keep an audit trail.
Real product screens
Dashboard, customers, products, quotes, PDF, company settings, and template center.
Ready to tighten your close loop?
Request a trial, or start with a demo of the real workflow.