SmartDesk CX — the complete customer experience platform

Every customer interaction. One platform.

CRM, marketing, sales, helpdesk, e-commerce, memberships, events, and your website — unified in one powerful system.

SD ABC Company ▾ Home Contacts Sales Service Events CMS Admin CP Account home / Contacts / Individuals Sam Fitzpatrick Overview Activity Deals Cases Events Education Sam Fitzpatrick CONTACT SINCE MAY 25, 2026 $75.00 SALES $295.00 MEMBERSHIPS $395.00 EVENTS $95.00 EDUCATION Profile details EMAIL sam.fitzpatrick@acmeco.com PHONE 647.866.7340 ORGANIZATION Acme Corp JOB TITLE Operations Manager Sam Fitzpatrick NEW CASE Send Email Call Send SMS Add Note SERVICE LINE National OPPORTUNITY General Inquiry View contact record Contact details PHONE6478667340 EMAILsam.fitzpatrick@acmeco.com ORGANIZATIONAcme Corp SUBJECTMembership DETAILS I would like to know how to login to the portal. Workflow stages CreatedJun 20, 2026 Contacted Working on Resolution CASE AGE7m PRIORITYLow WAITING ONRep Send email From: cpoulton@abccompany.com × TO sam.fitzpatrick@acmeco.com SUBJECT Re: How to login to the portal MESSAGE B 𝒴 U ‒ ¶ 🔗 ☰ Hi Sam, on our website you will see a link called sign-in — click that to reach the login screen. ABC Company Craig Poulton · 416-841-0045 Cancel ✈ Send email Profile Communications Meta fields Access History Search activity Re: Inquiry Response RECEIVED Jun 20, 7:13am Sam Fitzpatrick Great, thank you so much! Inquiry Response SENT Jun 20, 7:07am Craig Poulton Sam, thank you for your inquiry. On our website you will see a link called sign-in, click that to reach the login screen. Reply Forward Delete Workflow stages Created Contacted Working on it Closed (Resolved) Jun 20, 2026 CASE AGE18m PRIORITYLow Account home / Sales / Dashboard Sales growth $128.4k REVENUE ▲ 32% 86 DEALS WON ▲ 18% $1.6k AVG DEAL SIZE Revenue — last 6 months ▲ 4× GROWTH $32.0k JanFebMarAprMayJun

One platform replacing your entire customer-facing stack

CRM Marketing Automation Sales & Telephony Helpdesk E-Commerce Website CMS AI Assistant
Why SmartDesk CX

Stop paying for and switching between a dozen disconnected tools

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.

A true single customer view

Every call, email, text, purchase, ticket and event registration lives in one contact record — visible to every team in real time.

Automation across every team

Trigger-based workflows run your nurturing, sales follow-ups, case routing, renewals and post-purchase actions automatically.

Usage-based, no-waste pricing

Unlimited contacts and custom fields, generous monthly allowances, and pay-as-you-go for prospecting and overages. No paywalls.

The platform

Ten powerful modules, one connected system

Turn on what you need today and expand as you grow — everything shares the same data and automation engine.

Sales & Telephony

Close more deals with the phone built right in

No bolt-on dialer, no extra subscription. SmartDesk CX gives every rep a real phone number and a complete sales workspace.

  • Browser-based voice calling with recording and auto-logging
  • Two-way voice and SMS communications
  • Local or toll-free numbers — a unique line per rep
  • Customizable pipelines with goals and live leaderboards
  • "Likely to close" scoring and lead-response-time tracking
  • Customizable workflows per opportunity
  • Embeddable lead forms that drop straight into existing website
Phone RECONNECTING
Line: +12892750751
+1 (555) 000-0000
Available
(289) 275-0751 - Pro
Name or number…
CALLBACKS 1 Refresh
+1 (555) 827-7818
Called at 12:58pm on Thu, Feb 5, 2026
Commerce & Fundraising

Launch a branded storefront designed by AI

Describe the vibe and AI builds a matching theme, writes your product descriptions and sets up secure Stripe checkout with automatic sales tax.

  • Fully-branded stores on your own custom domain
  • AI store theme designer and AI product assistant
  • Digital delivery, product drops and smart collections
  • Fundraising mode with signed tax-receipt PDFs
  • Auctions, raffles, pay-what-you-want and goal meters
shop.acmeoutfitters.com/cart
Your Cart 3 items Classic Tee Size M · Blue – 1 + $29 Logo Cap One size – 2 + $38 Tote Bag Canvas – 1 + $65 Subtotal$106.00 Shipping$6.00 Tax$7.42 Total$119.42 Checkout →
Secure checkout screen with card payment details and a pay button
Memberships

Turn supporters into recurring revenue

Sell memberships with tiers and automatic renewals, give members a self-serve portal, and recover failed payments — all tied to the same customer record.

  • Unlimited membership levels with recurring billing
  • Automated renewal reminders & failed-payment recovery
  • Members-only content, pricing and event access
  • Self-serve member portal for profiles and receipts
Memberships dashboard with active members, recurring revenue and renewal rate
Events

Sell tickets & check your in your attendees

Create events, sell tickets with secure Stripe checkout, and check guests in with QR codes — every registration flows straight into your CRM.

  • Paid and free ticketing with promo codes
  • Branded registration pages and reminders
  • QR check-in on arrival from any device
  • Every attendee captured as a CRM contact
Events dashboard showing tickets sold, revenue and upcoming events
Built for Real Teams

A platform that fits the way your team actually works

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.

  • Onboard your team in minutes, not months
  • One login for every tool your team needs
  • Real-time data across every department
  • Scales with you from 5 users to 500
Team working together with SmartDesk CX

See SmartDeskCX in action

Book a personalized walkthrough and we'll show you how one platform can replace your CRM, marketing, sales, helpdesk, commerce and website tools.