The CRM your team runs the business from
Every customer, every conversation, every quote and every contract in one place, so the person picking up an account tomorrow knows what happened yesterday. Priced per team, not per seat you had to buy in tens.
No card. One trial per organization, on whichever plan you pick.
Customers, and what you know about them
Contacts, notes, research, and the history of everything that has happened with an account. The point of a CRM is that the knowledge belongs to the business rather than to whoever happened to be on the call, and that it is still there when they are not.
A catalog that holds its prices
What you sell, what it costs you, what it should sell for, and a ceiling no quote line can go above. Discounting is somebody's judgement; discounting past the floor is a mistake, and the product refuses it rather than reporting it next month.
Quotes that become work
Build a quote, send it, track whether it was opened, approved, declined or simply went quiet. An approved quote reaches your accounting system rather than being retyped into it.
Contracts nobody forgets
Agreements, their renewal windows, and reminders that raise before the window closes rather than after. Send for signature without leaving the record, and the signed copy files itself against the contract.
Your team, and anyone working with you
Composable roles you can rename to match how you actually talk. An outside agency or contractor works inside your organization, sees their own accounts, and nothing belonging to anybody else.
Commission, if you pay it
Plenty of businesses do not, and turn this off entirely. If you do, the engine runs the plan you configured and shows every amount with the formula that produced it, so nobody has to take the number on trust.
What is coming
On the roadmap, priced where we know the price. Listed here because knowing what is coming is worth something when you are choosing a platform to build on, and because we would rather say it than imply it.
AI research on your accounts Coming soon
A researched brief on a customer before the call: what they do, what changed recently, and who you are actually speaking to, written into the record rather than into a chat window you will close.
Email campaigns Coming soon
Sequenced outreach from your own mailboxes, with the deliverability machinery that makes it work: warm-up, sending spread across inboxes, and placement watched rather than assumed. Replies land against the customer they came from.
Sales funnels Coming soon
Stages, the work in each of them, and what is actually moving. Built around how your team sells rather than around a pipeline somebody else drew.
Straightforward pricing
Every plan is the whole product. Plans differ in how many people are in them, not in which features you are allowed.
Solo
One person, the whole product
Everything SMP CRM does, for somebody running their own book of business.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 1 user
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Small Team
A few people selling together
For a small sales team, or a business working with one outside agency.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 3 users
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Large Team
A whole sales organization
For a full sales organization, several agencies, and your own directory.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 50 users
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Solo
One person, the whole product
Everything SMP CRM does, for somebody running their own book of business.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 1 user
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Small Team
A few people selling together
For a small sales team, or a business working with one outside agency.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 3 users
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Large Team
A whole sales organization
For a full sales organization, several agencies, and your own directory.
- Customer records and history
- Catalog with cost, price, and a hard price ceiling
- Quotes and approvals
- Contract management and renewal reminders
- Send for signature through SMP eSign
- Configurable commission engine
- Every commission shown with its formula
- Dated commission structures with version history
- Documented payouts with evidence
- Accounting connection for catalog, customers, and payment status
- Durable write-back queue
- Sign in with Microsoft or Google
- Composable roles you can rename
- Audit trail
- Email support
- Included users 50 users
- Verify and hold your email domain
- Outside sales agencies working in your organization
- Use your own directory application
- Priority support
- Assisted onboarding
Add-ons
Bought on top of any plan. An add-on marked as coming soon is not on sale yet: the price is here so you can plan for it, and there is deliberately nothing to click.
AI Account Research
Coming soonA brief before the call
A researched brief on a customer written into the record: what they do, what changed recently, and who you are speaking to.
Email Campaigns
Coming soonSequenced outreach from your own mailboxes
Sequences sent from mailboxes you own, with the deliverability machinery that makes it work: warm-up, sending spread across inboxes, and placement watched rather than assumed. Replies land against the customer they came from.
Sales Funnel Starter
Coming soonThree funnels
Build and track up to three sales funnels alongside your quotes.
Sales Funnel Pro
Coming soonTen funnels
Up to ten sales funnels, for a team running several motions at once.