SiteSmith

SiteSmith CRM

Customers, deals and the paperwork, in one place.

Keep contacts, companies and deals together, then send the quote, the contract and the invoice from the same record. Design the dashboards, menus, forms and documents your team works with.

Try CRM freeSee plans

What CRM does

From the first enquiry to the paid invoice.

Contacts and companies

Owners, tags, stages, addresses and custom fields. People from your other SiteSmith apps can be added for you.

Deals and pipelines

Move deals through the stages of one or more pipelines, and mark them won or lost.

Tasks and the timeline

Calls, meetings and follow-ups with due dates, and every email, note and change on the record's timeline.

Quotes and contracts

Customers accept, decline or sign online with a drawn or typed signature, and proof of signing is kept.

Invoices and payments

Customers pay by card through Stripe Checkout into your own Stripe account, with partial payments and refunds.

A customer portal

Customers sign in to see their quotes, invoices and contracts, on your subdomain or your own domain.

Email campaigns and lead forms

Broadcasts with open and click tracking, one-click unsubscribe and scheduling, and lead forms on a hosted page or your site.

Automations

Multi-step workflows with waits and branches, started by 16 kinds of event. Ten ready workflows to start from.

Dashboards you design

Drag tiles onto pages of your own, rebuild the menus, and show numbers from the other apps.

Make it yours

Redesign CRM around how you work.

Lay out the pages, menus and forms yourself, on the same builder that runs across Workspace. Start from a template or a blank page.

What you can design

Dashboards and custom pages

Drag tiles onto a 12-column grid: numbers, charts, tables, text, buttons, pictures, embeds and filters. Add pages of your own at /crm/p/your-page.

10 dashboard templates

Top bar and side menu

Links, headings, separators, dropdowns and buttons. A button can open a page or a web address, start a new record, run a command, open a pop-up or start an email. A designed top bar replaces the app's own.

New contact, company, deal and task forms

Arrange the fields in sections and choose how each is drawn: dropdown, searchable dropdown, radio buttons, chips, text area or rich text. Custom fields can pick records from any app, narrowed by a filter, and a new contact or company can add people, follow-up tasks or a deal in the same form.

10 form templates

Automations

Multi-step workflows with waits and yes/no branches, started by 16 kinds of event, from a deal moving stage to a contract being signed or a campaign email being clicked.

10 ready workflows

Invoice, quote and contract designs

Lay out the documents your customers receive, block by block, with your logo and colors, on Letter or A4.

12 document templates

Email and notification designs

Design campaign emails, and the notification emails the CRM sends about tasks, assignments, quotes, invoices and contracts.

13 email and 12 notification templates

Campaigns, lead forms and assets

Email broadcasts with open and click tracking, one-click unsubscribe, scheduling and test sends. Lead forms on a hosted page or embedded, and an asset library with public links.

11 lead form templates

Plans

CRM has a free tier, and its own plans.

Everyone gets the free tier, with no time limit. Pro and Business are one subscription per account for CRM, separate from Workspace+ and Pro. The limits and prices shown are the current ones.

  • Dashboard tiles and pages drafted by AI from a sentenceWorkspace+
  • AI email drafts, and record summaries with suggested next stepsWorkspace+
Per accountFreeFree
AI assistant requests a monthNone
Contacts1,000
Pipelines1
Custom fields5
Automation runs a month100
Emails sent from the CRM a month200
Customer portal custom domainsNone
Invoice import connections1
Texts a daythrough the account's own Twilio50
Automated calls a daythrough the account's own Twilio10
“Made with SiteSmith” on public pagesShown

Paid plans for this app aren't on sale right now. The free tier has no time limit.

Good to know

Good to know.

  • Import contacts, companies and deals from CSV, pull invoices from another system's API, and export to CSV or Excel.
  • Send one-to-one email from your sender or your own connected mailbox, with merge-tag templates. Opt-outs are respected.
  • Reports, including ones emailed on a schedule.
  • Card payments go through Stripe only, on the same connection Store uses.
  • The designable New forms cover contacts, companies, deals and tasks. Quotes and invoices don't have designable forms.