Smart CRM · by Support Studio
Everything your business runs on, in one place.
Enquiries, conversations, bookings, payments, follow-up and reporting — one system instead of five, set up around how your business already works.
One login for your whole team. Unlimited users and contacts.
Set up and supported by Support Studio · Costa del Sol
One platform
It replaces the pile of tools you're already paying for.
Most businesses end up with a separate app for each job, none of which talk to each other. Smart CRM does all of it from one login, on one customer record.
Keep the tools that genuinely work for you. We connect those rather than replacing them.
What's inside
Everything working on the same customer record.
Twelve areas, one system. You switch on what you need and leave the rest.
Contacts & CRM
- Every customer in one record
- Custom fields for your business
- Tags, segments and smart lists
- Notes, files and full history
- Unlimited contacts and users
Conversations
- WhatsApp, email, SMS and web chat
- Instagram and Facebook messages
- Missed-call text back
- Shared across the whole team
- Templates and saved replies
Calendars & bookings
- Customers book themselves in
- Round-robin and team calendars
- Confirmations and reminders
- Reschedules and cancellations
- Paid bookings and deposits
Pipelines & sales
- Drag-and-drop sales stages
- Lead source tracking
- Quotes, estimates and proposals
- Owner assignment and handover
- Nothing sitting in someone's head
Workflows & automation
- Triggered by anything that happens
- Follow-ups that stop on reply
- Tasks created and assigned
- Internal alerts to the right person
- Connects to your other tools
Payments & invoicing
- Invoices and payment links
- Card payments through Stripe
- Deposits and balance reminders
- Subscriptions and recurring billing
- Payment status on the record
Forms, surveys & pages
- Intake forms and questionnaires
- Surveys and quizzes
- Landing pages and funnels
- Order forms and upsells
- Straight into the CRM
Reputation & reviews
- Automatic review requests
- Google and Facebook in one place
- Reply from inside the system
- Show reviews on your website
- Catch unhappy customers first
Campaigns & marketing
- Email and SMS broadcasts
- Segmented customer lists
- Seasonal and birthday campaigns
- Social post scheduling
- Reactivate past customers
Reporting & dashboards
- Where enquiries come from
- Response and follow-up times
- Pipeline and booking activity
- Outstanding payments
- No more manual spreadsheets
Mobile app
- Your inbox in your pocket
- Reply on the move
- Bookings and tasks on your phone
- Calls through the business number
- Alerts when something needs you
Access & control
- A login for every team member
- Who sees what, and who can change it
- Everything in one place, not five
- Export your data whenever
- GDPR-minded setup
Where the time comes back
Build it once. It runs every time.
A workflow is simply “when this happens, do that”. It is the part that quietly removes hours a week, and the part most businesses never get round to setting up.
Things that can start a workflow
- A new enquiry from any channel
- A form or booking submitted
- A customer replies, or doesn't
- A pipeline stage changes
- An invoice is paid, or goes overdue
- An appointment finishes
- A missed call
- A date, or a set time after something
Things it can then do
- Send a message on the right channel
- Create or update the customer record
- Book, confirm or remind
- Send an invoice or payment link
- Create a task and assign an owner
- Move the pipeline stage
- Alert the team internally
- Request a review, or update another system
What we can connect to depends on the other software you use and what it allows. We check that on the first call rather than guessing at it here.
AI tools
The routine conversations, handled.
Switched on only where they help, trained on your business, and always able to hand over to a person.
Answers routine calls day or night, takes the details, books the appointment and hands over anything complicated.
Replies to common questions on your website and WhatsApp, qualifies the enquiry and passes it on when a person is needed.
Long message threads and calls summarised and written onto the customer record, so nobody rereads the whole thing.
Drafts replies to Google and Facebook reviews in your tone of voice, ready for you to approve.
First drafts of emails, descriptions, social posts and customer messages, built from what is already in the system.
Answers come from your own documents, prices and policies, not from guesswork.
Nothing goes out unseen where you'd rather approve it first.
How it works in practice
One record, from first enquiry to repeat customer.
The same customer, all the way through, without anyone retyping anything.
- 01
Enquiry
Arrives from any channel and lands in one inbox as a contact record.
- 02
Conversation
Your team replies from one place. Automated follow-up stops the moment they do.
- 03
Booking
They book themselves in. Confirmation and reminders go out on their own.
- 04
Payment
Invoice or payment link sent, status updated on the record.
- 05
Review
A review request goes out after the job, at the right moment.
- 06
Repeat
They come back, because the system remembers to ask.
Included as standard
No per-user pricing. No surprises.
A simple monthly fee for the platform, and a one-off setup built around your business.
Getting started
We set it up. You use it.
The software is the easy part. What makes it work is setting it up around how your business actually runs, which is what we do.
- 01Understand
We learn how your business runs today, what takes up the time and what you want to change.
- 02Build
We configure the system, connect your channels and build the workflows around your process.
- 03Train
We show your team the parts relevant to them, with everything ready to use on day one.
- 04Support
We stay involved, adjusting and extending the system as the business changes.
Start here
See it running before you decide.
Book a 15-minute call and we'll walk you through a live system, not a slide deck.
Tell us how enquiries, bookings, payments and follow-up work in your business today, and we'll show you what this would look like set up around it.