Features

What the Tags manager does Tags are the free-form labels on your contacts. You create a tag simply by applying it to a contact; this page is where you...

What Custom Objects are Custom Objects let you create your own record types for things the built-in Contacts, Deals and Companies do not cover -...

What Contacts are Contacts is your central list of everyone who has reached you, pulled together from every channel that captured them. Each contact...

What the Leads Inbox is The Leads Inbox lists your pre-deal contacts - people with no open deal yet - ranked by lead score. It is where you triage new...

What Companies are A Company record groups the contacts that work for the same organization, with its own custom fields. It gives you an account-level...

Attributes are custom fields you store on contacts, and Variables let you drop that data into messages with {{...}} placeholders - so every email

Saved Filters let you build a contact segment once - by tag, attribute, activity, or pipeline stage - and reuse it instantly.

Projects and Tasks keep your work organized inside the CRM - track deliverables for a client, assign to-dos to your team, and never lose a follow

Saved Filters let you build a contact segment once - by tag, attribute, activity, or pipeline stage - and reuse it instantly.

Build and sell online courses - modules, lessons, quizzes, and certificates - from your own branded storefront.

The Team Inbox brings every conversation - across your connected social and messaging channels - into one shared place.

Email Marketing lets you design, send, and automate email campaigns to grow and nurture your audience - with ready-made templates, audience

SmartlyQ includes a full CRM so you can manage contacts, track deals, and move opportunities to close - without leaving the platform.

Brand Voice teaches SmartlyQ how your brand sounds - its tone, style, and messaging - so everything you generate comes out on-brand automatically.

Automations let you put repetitive marketing work on autopilot.

Business Groups let you organise your social media accounts and data into logical business units.

The Presentation Generator allows you to create professional, multi-card slide decks in seconds by leveraging your saved Brand Voice.

Combining Templates for Unique Content Creation.

AI to rewrite the current content and generate fresh, captivating content that stands out.

The Brand Voice feature in SmartlyQ allows you to set up essential brand details to ensure a consistent tone, style, personality across all content.