Connect Center · CRM

A CRM that lives inside your phone system

Contacts, leads, pipelines and campaigns sitting right next to the calls and texts that created them. $10 per user per month on any Smartytel plan — across the US, Canada, the UK and every European country.

Smartytel CRM contact record with call history and AI lead summary

Everything a sales team needs, without another tab

One contact record

Every call, SMS, WhatsApp thread, note and recording lands on the contact automatically — no data entry.

Leads & opportunities

Drag deals through your own stages, set values and close dates, and see what is stuck at a glance.

Click-to-call from the record

Dial, text or transfer straight from the pipeline with the right number and the whole history in view.

AI lead qualification

The AI assistant answers, qualifies and summarises the lead, then routes it to the right rep with next steps.

Campaigns & bulk outreach

Run mass calling and bulk SMS campaigns to a saved segment, then track replies in the same inbox.

Segments & smart filters

Filter by country, owner, tag, stage or last contact — and save the view for the whole team.

Pipeline reporting

Conversion, response time and rep activity reports across the US, Canada, the UK and Europe.

Two-way CRM sync

Already on Salesforce, HubSpot, Pipedrive or Zoho? Sync contacts and log activity both ways.

Automated flows

Trigger follow-up tasks, Slack alerts and emails when a call ends or a deal changes stage.

Smartytel CRM pipeline and conversion reporting
Included in Connect Center

One price, the whole customer picture

  • Unlimited contacts and companies
  • Custom fields and tags
  • Shared team pipelines
  • Call, SMS and chat history on every record
  • Tasks, reminders and notes
  • CSV import and export
  • Role-based access
  • GDPR-ready data handling in the EU
Add CRM for $10 / user
Connect Center

Turn every call into a tracked opportunity

Add the CRM to any plan and let AI qualify, summarise and route your leads automatically.

  • 14-day free trial
  • No credit card
  • Live in 12 minutes

Incoming call

+1 (415) 555-0138 · New lead

Ringing teamSales · 3 devices
AI note-takerArmed
Answer time1.8s avg