CRM for Small Business
Centralised Customer Data: SMB Digital Solutions offers a robust CRM where small businesses can store, organise, and manage customer information in one place.
Pipeline Management: It includes a customisable pipeline that allows you to track leads and opportunities through various stages, helping you visualise where your prospects are in the sales process.
Task Management: Assign tasks to team members and set reminders to ensure no lead or task falls through the cracks.
Quotes, Invoices & Payments
Invoicing: Create and send invoices directly from the platform. Small businesses can easily integrate with Stripe to handle payments.
Subscriptions: Manage recurring billing for membership sites or subscription-based services.
Quotes: SMB Digital Solutions all-in-one platform allows users to easily generate custom quotes for services or products directly within the platform. You can include detailed line items, descriptions, and pricing, giving customers a clear overview of costs.
Many more features for simplifying your business payments.
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Appointment Booking
Calendar Integration: SMB Digital Solutions features a built-in calendar system where customers can book appointments directly with your team. It integrates with Google Calendar, allowing seamless management.
Automated Reminders: Reduce no-shows by sending automated reminders via SMS or email to clients before their appointments.
Appointment Pipelines: Track the lifecycle of appointments and follow-ups to ensure a smooth customer experience.
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Marketing Automation
Email Marketing: Send out personalised email campaigns with built-in templates or create custom designs. You can also automate email sequences based on user actions, such as when a lead opens an email or clicks on a link.
SMS Marketing: Engage with customers via text message. Automate follow-ups, appointment reminders, and promotional offers through SMS.
Drip Campaigns: Set up multi-step marketing campaigns with email, SMS, and even voicemail drops that are triggered based on customer behaviours.
Triggers & Automation: Create automation workflows based on customer actions (e.g., when a form is filled out or when an appointment is booked).
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Sales Funnels & Landing Pages
Landing Pages: The all-in-one marketing platform includes an easy-to-use drag-and-drop landing page builder. Create custom landing pages for specific products, services, or promotions to capture leads.
Funnel Creation: You can build complete sales funnels with opt-ins, upsells, and thank-you pages, guiding leads through a conversion path.
Templates: Pre-built funnel and landing page templates make it easier to create professional-looking designs without needing web development skills.
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Analytics & Reporting
Comprehensive Performance Insights: Track every aspect of your business, from lead generation to sales performance, in one platform.
Seamless integration: Easily integrate Google Analytics and Meta Ads to your SMB Digital Solutions platform for a comprehensive overview.
Custom Reporting: The platform allows you to create custom reports by selecting specific data points and metrics that are most important for your business. This flexibility helps in tracking KPIs tailored to your unique business goals.
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Social Media Scheduling
Cross-Platform Posting: our comprehensive platform allows you to schedule posts for multiple social media platforms such as Facebook, Instagram, LinkedIn, TikTok and Google my Business. This ensures consistency across all channels and reduces the need to log in and manage each platform separately.
Batch Scheduling: You can create and schedule multiple posts at once. This is especially helpful for small business owners who want to plan their social media content weeks or months in advance, freeing up time for other tasks.
Efficient time management: Automate posting and manage everything from one dashboard.
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Lead Generation Tools
Form Builder: Collect leads with custom forms embedded on your website or landing pages.
Surveys: Design surveys to collect feedback from your customers or leads, then segment them based on their responses.
Call Tracking: Track incoming and outgoing calls with call recordings, and link them to specific customers or leads.
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Customer Reviews
Reviews Automation: Request reviews from your customers automatically, particularly through platforms like Google My Business
Review Monitoring: Track and respond to reviews directly from the platform, allowing you to manage your business’s online reputation more effectively
Automate Reviews: automate customer review requests, you can manually send them, reply to reviews, and also report on your reputation management performance.
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Mobile App
Mobile Application: Our robust platform also includes a mobile app that allows you to manage your business on the go. You can check appointments, monitor campaigns, respond to messages, and more from your phone.
Lead Notifications: Receive instant notifications when new leads come in, allowing you to respond quickly.
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Integrations
3rd-Party Integrations: the platform integrates with popular tools like Stripe* (for payments), Quickbooks (Accounting), Printful (Print on Demand), Google Ads, Facebook Ads, WhatsApp and more.
API Access: If you need custom integrations, SMB Digital Solutions offers API access for developers to build tailored solutions.
*Required as the payment gateway
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