Pipeline that fits your practice
New → Contacted → Proposal Sent → Negotiation → Converted → Dormant, with Kanban on desktop and swipe-friendly cards on mobile.
Win more mandates, chase fewer reminders
SmartCRM is a mobile-first sales tracker and CRM for practices. Capture leads, tag the exact services you proposed, log calls and WhatsApp conversations, and let AI schedule the follow-ups — then broadcast your partner MIS to your firm's chat channel.
Email or Google sign-in · password reset included
Dictate meeting minutes
Voice-to-text notes with an AI parser that extracts follow-up dates and flags sentiments like Fee Sensitive or Needs ERP Demo.
Partner MIS in one tap
Conversion ratios, service mix, stalled mandates and recommendations — broadcast straight to your chat channel.
Row-level security
Every lead, note and reminder is scoped to your organization. Owners and admins control who sees what.
Multiple organizations
Run several firms or branches from one login, each with its own members, roles and integrations.
Installable PWA
Add it to your home screen for a native feel, big touch targets and pull-to-refresh.
Service taxonomy out of the box
AI SolutionsERP ImplementationVirtual CFOBook keepingGST ComplianceIncome Tax & TDSStatutory AuditUAE VAT & Corporate Tax
Ready in under two minutes
Create your organization, invite your partners and managers, paste your Zoho Cliq webhook in Integrations, and start posting MIS to your channel.