Built-in CRM & Sales Pipelines

SmartlyQ includes a full CRM so you can manage contacts, track deals, and move opportunities to close - without leaving the platform. Your marketing and your sales pipeline live in one place.

From the sidebar, open Sales > Contacts.

Here you can:

• See every contact with their company, phone, email, status, and tags.
• Search and filter by name, email, company, or tag, and save filters you use often.
• Add or import contacts (CSV) and export them anytime.
• Track key numbers at a glance - total contacts, prospects, customers, and churned.

Open Sales > Pipeline to manage your deals visually.

• Each deal is a card showing the client, company, and value.
• Drag deals between stages (Lead, Proposal Sent, and so on) as they progress.
• See your total pipeline value and deal counts per stage at the top.
• Click New Deal to add an opportunity, or Stages to customise your pipeline.

• Tag your contacts (lead, customer, VIP) so you can segment and filter fast.
• Keep the pipeline current - moving cards as deals progress gives you an accurate forecast.
• Connect lead capture (forms and social lead sync) so new leads flow straight into the CRM.