A CRM your team will actually use.
Contact records, opportunities, notes, follow-ups, and deal visibility all live in one system. smbgen-core keeps the commercial side of the business visible and actionable — without duplicate data entry or switching between tools.
Leads, contacts, and deals in one operating layer
Three steps. No manual work.
Lead comes in via contact or booking
Every form submission or booking automatically creates or updates a contact record — you never start from a blank slate.
Team works the pipeline
Assign leads, log notes, set follow-up tasks, and move deals through custom stages — all visible to the whole commercial team.
Deal closes, portal and billing activate
When a deal moves to won, the client portal invite and first invoice can trigger automatically — no handoff friction.
Everything you need. Nothing you don't.
Contact timeline
See every touchpoint — form submissions, bookings, messages, payments — in chronological order.
Pipeline stages
Custom stages that match your actual sales process, not a generic template.
Follow-up tasks
Assign reminders to team members so nothing falls through the cracks.
AI lead scoring
ML-powered scoring ranks leads by conversion probability so you focus on the right ones first.
Deal tracking
Value, probability, and expected close date — all in one view.
Activity log
Full history of who did what and when, across every client record.
Built for businesses that move fast.
Get visibility across the pipeline without a Salesforce-sized budget or a Salesforce-sized implementation.
Run your business beyond your inbox — know exactly which leads need attention today.
Track new business alongside active client work without two separate tools and duplicated contacts.
Ready to add CRM
to your stack?
Book a 30-minute discovery call and we'll walk through exactly how it fits your setup — no fluff, no obligation.