All Your Customers, One Central Hub — Keep track of every customer interaction—from first contact to final payment. Build complete customer profiles with contact info, job or order history, notes, and billing records—all in one place.

Interactive Calendar & Booking Management — Stay in control of your schedule. Manage appointments, view team availability, and send automated reminders to reduce no-shows.

Built-in Text & Email Communication — Send quotes, invoices, reminders, and marketing messages directly through SmartView CRM. Reach one customer—or all of them—with just a few clicks.

Instant Quotes & Invoicing — Quickly create accurate quotes and professional invoices. SmartView CRM helps you impress customers and get paid faster.

Sales Dashboard & Insights — Monitor performance, track revenue, and spot opportunities with intuitive charts and real-time reporting.

Employee Account Management — Assign roles, set permissions, and track user activity. Keep your team organized and your data secure.