Platform Features

Everything in smbgen,
in one place.

A complete operating platform for small & mid-market businesses. Every module, integration, and capability — no bolt-ons.

Core Content Operations AI Integrations Platform
smbgen-core

The core product

Six connected parts of the same system. Contact through close — without stitching together separate tools.

Contact

Structured lead intake that qualifies, routes, and hands off cleanly — not just a name and email form.

Lead capture Qualification Smart routing

Booking

Availability, scheduling, confirmations, and reminders in a single flow customers actually complete.

Availability Wizard flow Reminders Custom fields

Payments

Stripe-powered payment collection tied to the customer workflow — from invoice or request to confirmed receipt.

Stripe Invoicing Webhooks

Client Portal

One login for clients to review files, check progress, manage billing, and stay aligned — less manual status email.

Secure login File access Billing

CRM

Contact records, notes, follow-ups, and deal visibility connected to every contact, booking, portal, and payment event.

Contact history Follow-ups Deal pipeline

CMS

Page creation, content blocks, media library, and form builder — publish and update without waiting on developers.

Page builder Form builder Media library Themes
Content & Publishing

Publish anything, fast.

Blog, pages, forms, and media — all managed from the same admin without touching code.

Blog

Flexible content blocks, category management, featured images, and one-click WordPress import for existing content.

Rich blocks Categories WP import

Page Builder

Visual content block system for building and updating pages. Custom slugs, SEO meta, and live preview without dev involvement.

Custom slugs SEO meta Live preview

Form Builder

Drag-and-drop forms embeddable on any CMS page. Responses captured, routed, and tracked — no third-party form tool needed.

Drag & drop Lead capture Throttled
Operations

Run the day-to-day.

The tools your team and clients use every day — messaging, files, scheduling, billing — all inside the same system.

Messaging

Threaded messages between clients and staff — all in the portal, none in personal inboxes.

File Management

Secure document storage for client files. AWS S3 or local disk — with time-limited signed URLs for private access.

Transactional Email

Booking confirmations, password resets, and notification emails with open & click tracking built in.

Billing & Subscriptions

Stripe subscription plans, usage tiers, invoices, and webhook-driven lifecycle management.

AI & Automation

AI where it saves time.

Claude-powered generation built into the content and operations workflow — not bolted on as a chatbot widget.

AI Content Generation

Anthropic Claude integration for drafting blog posts, CMS page copy, and business descriptions directly inside the admin.

Claude API Blog drafts Page copy

Smart Lead Qualification

Structured intake forms with routing logic that qualifies leads before they reach your team — filtering noise before a human touches it.

Conditional logic Auto-routing

Email Analytics

Open and click tracking on outbound emails — know which messages land and which ones don't without a marketing tool subscription.

Open tracking Click tracking
Integrations

Connect the tools you already use.

First-party integrations with the platforms that matter most to small and mid-market businesses.

Google Calendar

Two-way sync between the booking system and Google Calendar. Availability reflects real calendar conflicts, not just system blocks.

Two-way sync Conflict detection

Google OAuth

Sign in with Google for clients and staff. Verified email, faster onboarding, and no password to manage.

One-click login Verified email

Stripe

Payment intents, subscription lifecycle, webhook-driven status updates, and card collection — all Stripe native.

Payment intents Subscriptions Webhooks
Platform

Built to scale with you.

The infrastructure layer that makes smbgen deployable to many customers, many domains, and many configurations.

Multi-Tenancy

One codebase, many clients. Isolated tenant data, custom domains, and per-tenant feature configuration.

Theme System

Per-tenant brand colors, fonts, and visual identity injected at the CSS variable level — no hard-coding per client.

Feature Flags

Per-tenant module toggles for booking, billing, messaging, blog, and more — ship features to the right customers at the right time.

Dark Mode

System-preference and manual toggle. Every interface layer — admin, portal, frontend — ships with a proper dark implementation.

Ready to see it in action?

Talk to the team or start with the platform — no setup fee, no long-term commitment.

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