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.
Features
See how SmartBiz supports everyday sales and operations work.
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.
Order management
Quote-to-order with trackable status.
Convert confirmed quotes into orders, keep numbering and lines coherent, and update status through fulfillment.
Invoices & payments
Receivables visibility for sales and finance.
Align invoice and payment records so teams share the same receivables picture (modules depend on licensing).
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.
Operations dashboard
See performance and bottlenecks.
Roll up sales and operations metrics so leaders spot weekly priorities without hunting across lists.
AI assistant
Faster drafts and summaries.
Under feature gates and policy controls, draft or summarize content — people still confirm before anything becomes official.
Mobile app
Quotes and customers on the go.
Pair with SmartBiz Quote and related apps so field teams can look up customers and work quotes away from the desk.
Notification center
Important events stay visible.
Approvals, status changes, and system messages land in one inbox so the next owner is not a guessing game.