Smackdab

Description

Smackdab is an all-in-one CRM platform that brings contacts, deals, proposals, bookings, email marketing, AI, automation, and follow-up into a single connected workspace. It is aimed at teams that want to stop juggling multiple tools and patchwork integrations, unifying client management, scheduling, marketing, and sales in one user-friendly package.

Core capabilities include a full CRM with unlimited contacts and deals, interactive online proposals with e-signature, bookings and scheduling that work with Zoom, Teams, and Meet, an AI assistant called Ask Smackdab that summarizes conversations and drafts emails and follow-ups, sales automation, and customizable workflows and permissions. Add-ons such as Talk & Text (integrated phone and SMS), Unlimited Email Marketing, and Bookings Pro can be layered onto any paid plan when needed.

Smackdab emphasizes a human-centric approach where AI assists rather than replaces, along with flexible customization of records, views, pipelines, and processes. It offers a genuine Free Forever plan for up to three seats with no credit card, then Kickstart, Pro, and Unlimited tiers that progressively add AI access, advanced automation, departments and teams, API access, and enterprise controls like audit logs and panic mode. Users own their data and can export it anytime.

Smackdab's Core Features

• All-in-one CRM with unlimited contacts and deals

• Interactive online proposals with e-signature

• Bookings and scheduling with Zoom, Teams, and Meet

• Ask Smackdab AI assistant for summaries and drafts

• Sales automation and customizable workflows

• Email marketing with unlimited add-on option

• Customizable records, views, permissions, and API access

• Talk & Text add-on for integrated phone and SMS

How to use Smackdab?

1. 1

   Start free: Sign up in about 30 seconds for the Free Forever plan with no credit card.

2. 2

   Set up your CRM: Add or import contacts and connect your email and calendar.

3. 3

   Work your pipeline: Manage deals, send proposals, and take bookings from one place.

4. 4

   Automate follow-up: Use Ask Smackdab and core automations to draft emails and move follow-ups forward.

5. 5

   Upgrade when ready: Move to Kickstart, Pro, or Unlimited as you need more seats, AI, automation, or controls.

Smackdab's Use Cases

• Small business CRM
• Proposals and closing
• Scheduling and bookings
• Email marketing
• Growing teams

FAQ from Smackdab

• What makes Smackdab different from other CRMs?

  It is an all-in-one platform bringing CRM, proposals, bookings, email marketing, AI, and automation together, with a human-centric approach where AI assists rather than replaces you.

• Is the Free Forever plan really free?

  Yes. Free Forever is a real plan, not a trial, with three seats, unlimited contacts and deals, email and calendar sync, and bookings, with no card and no countdown.

• Are there limits on contacts or emails?

  Contacts are unlimited across all plans, and no-cap campaign sending is available through the Unlimited Email Marketing add-on.

• How does the AI help?

  Ask Smackdab summarizes conversations, drafts emails and follow-ups, and surfaces what needs attention next, with limited AI on Free Forever and full AI on Kickstart and higher.

• Can I add features à la carte?

  Yes. Talk & Text, Unlimited Email Marketing, and Bookings Pro are standalone add-ons that stack on any paid plan and can be turned on or off month to month.

• What happens to my data if I cancel?

  You own your data and can export contacts, deals, activities, files, and email history as CSV anytime, with API export on Pro and above; after cancellation data is kept for 90 days.