Everything Your Business Needs in One Place
SmartLite is built around the idea that powerful CRM tools shouldn't cost a fortune. Here's every feature included in your plan.
Build Your Data Model, Your Way
Stop bending your business to fit a rigid CRM. With SmartLite, you define the data model. Create objects like Contacts, Deals, Projects, Properties — anything — and add exactly the fields you need.
Unlimited Custom Objects
Create as many entity types as your business needs — leads, clients, properties, tickets, orders, and more.
15+ Field Types
Text, number, date, dropdown, checkbox, email, phone, URL, currency, multi-select, lookup, and more.
Field-Level Validation
Mark fields as required, set default values, and add validation rules so your data is always clean.
Dynamic Form Rendering
Every object gets a beautifully rendered create/edit form automatically — no design work needed.
Your Business at a Glance
Drag, drop, and resize widgets to build a home screen that shows exactly what you care about — revenue, pipeline, recent activity, campaign stats, and more.
Drag & Drop Layout
Rearrange widgets in seconds. Each user can have their own personalized dashboard view.
Real-Time KPI Widgets
Record counts, revenue totals, campaign stats, activity feeds — updated in real time.
Quick Actions
Jump to "New Record", "New Campaign" or "Run Report" straight from the home dashboard.
Email Campaigns. Built Into Your CRM.
No more switching between your CRM and your email tool. SmartLite's Marketing Studio is a full email campaign platform — templates, campaigns, delivery, and analytics — all in one place.
Email Campaigns
Create and send targeted email campaigns to filtered lists of contacts or leads. Schedule or send instantly.
Reusable Templates
Design HTML email templates once and reuse them across multiple campaigns. Keep your branding consistent.
Delivery Analytics
Track sent count, delivery status, and campaign health. Know exactly how many emails landed.
Audience Filtering
Send to exactly the right people. Filter recipients by any field in any custom object — industry, status, region.
SMTP / Mailgun / SendGrid
Connect your own email provider. Full control over sending domain, deliverability settings, and limits.
Campaign Status Tracking
Draft, Sending, Sent, Failed — see the real-time status of every campaign. Retry failed campaigns instantly.
Instant Insights. No Analyst Required.
Build reports on any object in minutes. Filter, group, sort, and export. SmartLite's report builder works like a spreadsheet but pulls live data from your CRM.
Advanced Filtering
Filter records by any field — text, date range, dropdown value, numeric comparison. Stack multiple filters.
Group By & Aggregate
Group results by any field. Count, sum, average — answer "How many leads by region?" in seconds.
One-Click CSV Export
Export any report to CSV in one click. Share it with your team or import into Excel for further analysis.
Saved Reports
Save your frequently-run reports and re-run them instantly. Share reports across your team.
Enterprise Security. No Enterprise Price.
Your data is protected at every layer — from database isolation to field-level permissions to encrypted API calls.
JWT Authentication
Every API request is authenticated with signed JWT tokens. Tokens expire automatically, keeping sessions secure.
Multi-Tenant Isolation
Each organization's data is completely isolated. No other tenant can read, write, or infer your records.
Role-Based Access Control
Assign roles like Admin, Manager, and User. Control which objects and fields each role can read, create, edit, or delete.
SSL Encryption
All data in transit is encrypted with SSL/TLS. Your data is never sent over an unencrypted connection.
Rate Limiting
API endpoints are rate-limited to protect against abuse. Public endpoints have stricter limits to prevent spam.
Audit Logs
Track every create, update, and delete operation across your CRM. Know who changed what and when.
Connect SmartLite to Your Entire Stack
SmartLite is API-first. Connect it to any tool, automate workflows, and build custom integrations without limits.
Full REST API
Every CRM action available as a REST endpoint. Create, read, update, delete records via API. Authenticated with JWT.
Webhooks
Trigger events in other systems when records are created or updated. Integrate with Zapier, Make, or your own server.
CSV Import & Export
Bulk import records from any CSV source. Export reports and full object data anytime. Your data is always portable.
Ready to See It in Action?
Start your free account and explore every feature — no credit card needed.
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