CRM, marketing, sales, helpdesk, e-commerce, memberships, events, and your website — unified in one powerful system.
One platform replacing your entire customer-facing stack
Most teams stitch together a CRM, an email tool, a dialer, a helpdesk, a store and a website builder. SmartDesk CX gives you all of it in one place, with one customer record at the center.
Every call, email, text, purchase, ticket and event registration lives in one contact record — visible to every team in real time.
Trigger-based workflows run your nurturing, sales follow-ups, case routing, renewals and post-purchase actions automatically.
Unlimited contacts and custom fields, generous monthly allowances, and pay-as-you-go for prospecting and overages. No paywalls.
Turn on what you need today and expand as you grow — everything shares the same data and automation engine.
One record for every customer, with role-based access, audit trails and custom workflows.
Learn more →Email blasts, drip and nurture campaigns, a drag-and-drop builder and ROI attribution.
Learn more →Custom pipelines, built-in calling & SMS, embeddable forms and "likely to close" scoring.
Learn more →Pay-as-you-go B2B prospecting across 3B+ profiles, fed straight into your pipelines.
Learn more →Case management with voice, SMS and email from one screen, plus agent dashboards.
Learn more →Unlimited levels, recurring payments, member portals and automated renewals.
Learn more →In-person or virtual events, ticketing, QR check-in and live event dashboards.
Learn more →Sell courses and programs, capture students as contacts and publish marks to a portal.
Learn more →AI website builder, blogging, free SSL, form builder and version control.
Learn more →Branded storefronts, AI theme & product design, Stripe checkout and fundraising mode.
Learn more →Explore the full breakdown of everything SmartDesk CX can do.
No bolt-on dialer, no extra subscription. SmartDesk CX gives every rep a real phone number and a complete sales workspace.
Describe the vibe and AI builds a matching theme, writes your product descriptions and sets up secure Stripe checkout with automatic sales tax.
Sell memberships with tiers and automatic renewals, give members a self-serve portal, and recover failed payments — all tied to the same customer record.
Create events, sell tickets with secure Stripe checkout, and check guests in with QR codes — every registration flows straight into your CRM.
SmartDesk CX was designed around the people using it — from your front-line reps to your leadership team. Everything is connected, intuitive, and ready to go from day one.
Book a personalized walkthrough and we'll show you how one platform can replace your CRM, marketing, sales, helpdesk, commerce and website tools.