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What is Smarty Software?

Smarty is an advanced all-in-one business platform that combines AI automation with essential growth tools to help entrepreneurs and small teams operate more efficiently. It enables users to automate key processes such as lead follow-ups, client communication, bookings, and customer support through AI-powered voice and messaging systems. The platform brings together multiple business functions, including CRM, content creation, scheduling, funnels, and SEO tools, into a single, easy-to-use dashboard. This eliminates the need for multiple disconnected tools and reduces the time spent managing different systems. Smarty’s AI capabilities handle repetitive and time-consuming tasks, allowing users to focus on higher-value activities like closing deals and building relationships. The platform also includes features such as course and membership builders, unified inboxes, and customizable booking systems. Each user is supported by a dedicated account manager who assists with setup, strategy, and ongoing optimization, ensuring a smooth experience. Smarty is designed to be accessible to users of all technical levels, making it easy to implement and use. Its integrated approach allows businesses to scale operations without adding complexity or increasing overhead. The platform also supports marketing and lead generation through automated campaigns and content tools. By combining automation, communication, and growth features, Smarty helps businesses improve efficiency and revenue potential. It continuously evolves with AI-driven enhancements to stay relevant in a fast-changing digital landscape. Ultimately, Smarty empowers businesses to work less, close more deals, and grow smarter.

What is Keap?

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

Media

Media

Integrations Supported

Facebook
Google Calendar
WebMaxy Analyzer

Integrations Supported

Facebook
Google Calendar
Chat Agents
Chat Metrics
Cognito Forms
Dropbox
Eventbrite
Exopen
FormKeep
Integrated MLM Software
MOCEAN
Memberium
Recurly
SeoSamba Marketing Operating System (MOS)
Sourcetable
StayFi
Thankster
WizeHive Zengine

API Availability

API Availability

Pricing Information

£349/month
Free Version
Free Trial Offered?

Pricing Information

$40 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smarty Software

Date Founded

2013

Company Location

United Kingdom

Company Website

smartysoftware.co.uk

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Purchase Orders
Tax Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Email Marketing

Auto-Responders
Customer Surveys
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Segmentation
Website Visitor Tracking

Categories and Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management

eCommerce Marketing

Not specified

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quote-to-Cash

Not specified

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management

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