Platform

Everything you need to run your organization

Start with the modules you need and add only what you require as you grow. Every module shares one customer record — no data silos, no duplicate tools.

Customizable for your needs

Everything you need to run your organization and all that you might need later.

  • CRM
  • Marketing
  • Lead Generation
  • Sales Pipelines
  • Helpdesk / Service
  • Memberships
  • Events
  • Education
  • Websites/Blogs
  • AI Systems
  • SmartAgent
  • Commerce
Core plan

SmartDesk CX

All-in-one CX platform
  • All modules included: CRM, Marketing, Lead Generation, Sales Pipelines, Helpdesk / Service, Memberships, Events, Education, Websites/Blogs, AI Systems & SmartAgent
  • Unlimited contacts & custom fields
  • Marketing emails included every month
  • Voice minutes included every month
  • SMS included every month
  • Add any module below as you grow
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Managed Services

Expand when you're ready!

Add only the modules you need — each one slots straight into your existing application.

Everything you need to start your project off on the right foot.

  • Onboarding
  • Training
  • Data Migration
  • Optimization Guidance
  • Dedicated Support
  • Professional Services
  • Website Migration
Book a Demo
FAQ

Common questions

No. Contacts and custom data fields are unlimited at no extra cost — so growing your database never increases your bill.

Each plan includes a generous monthly allowance of marketing emails, voice minutes, SMS, AI tokens, plus pipelines per module and a website. You're only billed for usage beyond those allowances.

Prospecting is billed per record with no monthly subscription or paywall. You see match counts before you commit, so you only pay for the prospects you choose.

Onboarding covers account setup and configuration, guided data migration, admin and user training, and go-live support. Your exact scope is confirmed before you start — book a demo and we'll walk you through it.

Yes, annual billing is available at a discount.

See SmartDesk CX in action

Book a personalized walkthrough and we'll show you exactly how SmartDesk CX fits your team — modules, workflow and all.