EVERY FEATUREYOU NEEDTO RUN YOURBUSINESSEVERY FEATURE YOU NEED
TO RUN YOUR BUSINESS
Explore the complete toolkit that powers modern businesses. From client management to AI insights, discover how SmartSale handles every aspect of your operations.
Everything Your Business Needs
From capturing your first lead to closing million-dollar deals — manage it all in one place
Client & Lead Management
Track every interaction, custom fields, AI-powered insights, bulk operations, and intelligent lead assignment. Never lose track of a potential customer again.
Deals & Pipeline
Multi-currency deal tracking, win/loss analysis, AI revenue forecasting, and stale deal alerts. Know exactly where every opportunity stands.
Price Quotes with Digital Signatures
Generate beautiful quotes with your branding, collect digital signatures, and close deals faster. Fully customizable templates with automated delivery.
Smart Task Management
AI-generated follow-up tasks, manual task creation, WhatsApp reminders, Google Calendar sync, and automated notifications. Never miss a follow-up.
Calendar & Scheduling
Two-way Google Calendar sync, public booking pages, AI-powered appointment scheduling by priority and deal size. Let clients book time with you automatically.
Financial Management
Track receivables, manage expenses with AI insights, recurring expense automation, payment reminders via WhatsApp, and comprehensive financial reporting.
WhatsApp Business Integration
Bulk messaging with templates, personalization variables, attachment support, blacklist management, and automated notifications. Connect with customers where they are.
Project Management
Based on Admin Scale methodology with goals, purposes, and hierarchical todos. Assign to team members, integrate with clients, and AI analysis for project health.
Team Collaboration
Multi-tenant workspace system, invite up to 5 team members (free tier), lead assignment with proper permissions, and unified team visibility.
AI-Powered Insights
Automated lead summaries, task generation, upsell suggestions, sales insights, call analysis, expense forecasting, and revenue predictions. Let AI be your business analyst.
Analytics & Reports
Comprehensive dashboards for sales, revenue by currency and period, conversion rates, call analytics, trend analysis, and AI-powered insights.
AI Sales Counselor & Insights
Get AI-powered analysis of your call logs and notes. The AI Sales Counselor provides personalized recommendations, identifies opportunities, and suggests next steps based on your client interactions.
Referral Partner System (Birddogs)
Convert clients into referral partners, track commissions with customizable percentages, unique referral links, and comprehensive statistics dashboard.
Recruitment Module
Multi-stage candidate management, public interview URLs, task submission tracking, and complete hiring workflow management.
Integrations & API
RESTful API access, webhook support, Google Calendar integration, Switchboard.co.il for WhatsApp, and Meshulam payment gateway.
Why Choose SmartSale?
Built for businesses that want to grow without the complexity
Save Time & Money
Replace 10+ different tools with one unified system. No more switching between apps or paying for multiple subscriptions.
Increase Revenue
AI-powered insights help you identify opportunities, prioritize high-value leads, and close deals faster than ever.
Never Miss Opportunities
Automated follow-ups, smart reminders, and AI task generation ensure every lead gets the attention it deserves.
Scale With Confidence
From solo entrepreneurs to growing teams — SmartSale grows with you. No complicated setup or expensive consultants needed.
Ready to Transform Your Business?
Join thousands of businesses already running smarter with SmartSale
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