Create A Sales Process That Does The Heavy Lifting For You

Build better customer relationships, automate your sales process, & grow your business at lightning speed.

Generating Sales Just Got A Whole Lot Easier With

uSmart CRM

How It Works

Step 1

Take Advantage of Each Opportunity

Automatically creates contacts for each person that has interacted with your business online. Then promote your business to turn them into paying customers.

Step 2

Make Better Decisions

Keep track of each lead & exactly where they are in your sales process. That way you can focus more of your energy on the ones that are close to buying.

Step 3

Speed Up Sales

With our checkout pages, invoicing options, & text 2 pay links you can easily sell online & get paid faster than ever before.

SALES PIPELINE

Close More Deals with Less Work

  • Create a sales pipeline optimized to drive more sales to your business

  • Automated tasks and follow-up help you bring more deals to close

  • Get real-time updates on your leads so you can stay on top of everything

  • Whether you are a solo-preneaur or you have a sales team by your side

    uSmart CRM

    will keep you organized and streamlined, so you never lose a potential customer again

CRM & CONTACT MANAGEMENT

Turn Your Contacts Into Opportunites

  • Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close

  • Each new contact is another sales opportunity - automatically build your list with uSmart CRM

  • Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place

  • Stay organized and in control of your customer relationships

INVOICING

Make It Easy For Your Customers

To Pay You

  • Generate & send an invoice in as little as 30 seconds (seriously, we timed it)

  • Set up recurring invoices & allow your customers to auto-pay

  • Automatically send payment reminders & overdue notifications

  • Save money by getting rid of your invoicing software subscription

TEXT 2 PAY

Get Paid Faster

  • Send secure payment links right to your customer's phone via text

  • Customer simply enters their information, pays, and voila… you receive the money INSTANTLY

  • You can even generate a payment link on the go with our mobile app & paid in minutes

ONLINE CHECKOUT PAGES

Easily Sell Online

  • Easy, customizable checkout forms let you start selling online in minutes

  • Sell subscriptions or set up one-time payments

  • Offer instant, one-click upsells to maximize each order

  • Create custom automation after a sale is made for a seamless customer experience

REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

  • The more positive reviews you have the more people will trust you & want to do business with you

  • Automatically send review requests over text to make leaving a review effortless for your customers

  • Rank higher on Google with more 5-star reviews

  • Create a strong online reputation that will automatically bring new customers to you

ONLINE CHECKOUT PAGES

Turn Your Customers Into MORE Customers

  • Make it easy for customers to refer their family and friends

  • 92% of customers are more likely to buy when referred by a friend

  • Referral marketing is one of the most effective ways to generate new customers

  • Turn your happy customers into new customers

REPORTING & ANALYTICS

Know Exactly What Is Working & What Is Not

  • Gain key insights to make better business decisions

  • Discover exactly what is working well & what needs improvement

  • Uncover untapped opportunities

See what our clients have to say

uSmart CRM has doubled my sales!

With sales, we know the money is in the follow-up. In other CRMs, you can have it send out email reminders automatically and assign yourself the task of doing a follow-up call. With uSmart, your contacts, clients, and day-to-day tasks are all at your fingertips. My favorite is the conversation view, as I can see every bit of communication between the contact and the company. I love how I was given a 1 on 1 onboarding call so that I could get up and running fast. The tutorials and live chat within the platform are amazing, by far the best experience I’ve ever had.

Water Engineered Technologies

uSmart CRM has doubled my sales!

Time is money and uSmart has saved us plenty of time. We switched to uSmart CRM from Salesforce and couldn’t be happier. uSmart tracks prospects, clients, sales, referrals, and anything you want to track. Our Sales, Billing, and Account Management departments all use it. I can’t begin to imagine the amount of time we’ve saved but it’s a huge amount. The system automates processes such as email and text campaigns, and centralises all communications including from social media; we love it.

Derek Johnson

uSmart CRM has doubled my sales!

The most complete CRM on the market. The way uSmart brings all the activities of a CRM into one place makes communications flow between departments. Having access to everything in the mobile app is amazing. I get a notification from a prospect and call them back immediately through the app and everything is tracked and saved for later reference.

Renee Shannon

uSmart CRM has doubled my sales!

uSmart is a great platform if you’re managing a team. Your team can update all the tasks, and projects on the platform and you can tap on the same very easily. The platform is a super easy and user-friendly platform. I’m not a techie so the 24-hour live tech support and included tutorials make my life easier and way less stressful.

Alok Gandhi

Capture More Leads

Text-Based Chat

Automate Responses

Learn How Our All In One Sales & Marketing CRM Can Transform Your Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

Social Media Management

Website Chat Widget

Forms & Surveys

Online Appointment Booking

Membership & Course Builder
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Autodialer

All In One Inbox
Automate Tasks
CRM & Sales Pipeline
Invoicing & Payments
Review & Reputation Management
Reporting & Analytics

© Copyright uSmart CRM 2024