Every SmartLite capability, framed as a business problem
Each card below is a real part of the CRM. Open the Use-Case Catalog to see the full story, the setup steps, and the result for every one of them.
Lead Conversion
Turn a marketing lead into an Account, Contact, and Opportunity in one click.
Multi-Tenant Org & Auth
Give every customer company its own secure, isolated workspace.
Metadata Engine (Objects & Fields)
Build a brand-new "Invoice" object with custom fields — no code, no deploy.
Dynamic Records & List Views
Give reps a "My Open Deals This Quarter" view in seconds.
Profiles & Permissions
Keep Finance data locked to the Finance team without slowing anyone else down.
Sharing Rules & OWD
Regional managers see their region's deals — and nothing else.
Workflow Automation
Auto-notify the VP the moment a $50K+ deal hits negotiation.
Approval Processes
Force manager sign-off before any rep can approve a 20% discount.
Reports
Give the VP of Sales a live "Closed Won this Quarter" report.
Dashboard & Home
One glance each morning: pipeline, tasks, and team performance.
Marketing Studio
Launch a segmented email, SMS, or WhatsApp campaign to every trial signup from last month.
Web-to-Lead (Lead Posting)
Capture every website form submission as a Lead — automatically, with zero manual entry.
Integrations (API Keys & Webhooks)
Push every Closed Won deal straight into the finance system in real time.
Audit & Debug Logs
Prove to compliance exactly who changed a contract's value, and when.
Settings (Branding, Deployment, Marketplace, Media)
Make the CRM look and feel like your own product, and jump-start new apps from a template.
App Manager & Tabs
Give Sales and Support two completely different workspaces in one org.
Notifications
Make sure no rep ever misses an @mention or an assigned lead again.
Import / Export
Load 5,000 trade-show leads in one afternoon instead of one at a time.
Opportunity Pipeline
Drag deals between stages on a visual board that updates value and win odds instantly.
Quotes & CPQ
Price a quote, auto-apply discount rules, and route big discounts for manager approval.
Sales Sequences
Build a multi-step outreach cadence of calls, emails, and tasks that runs on autopilot.
Territory Management
Define named territories with matching rules so account ownership is never a guessing game.
Click-to-Call
Connect Twilio once, and every phone field gets a one-click call button that logs the activity for you.
Forecast
See live quota attainment per rep — Commit, Best Case, Pipeline, Gap — before the quarter ends.
Sales Intelligence
Catch at-risk deals early, learn from Win/Loss trends, and track the competition.
E-Signature
Send a quote for signature and watch its status update — no printing, no scanning.
Case Management, SLA & Routing
Every support ticket gets an owner, a response-time clock, and automatic queue assignment.
Knowledge Base
Write and publish help articles so agents stop re-answering the same question.
Customer Health & Analytics
A 0-100 health score per account plus team dashboards that catch churn risk early.
Survey Manager
Build a CSAT/NPS survey and a rule that sends it automatically when a case closes.
Lead Scoring & Assignment
Auto-grade incoming leads and auto-route them to the right owner — no manual triage.
Journey Builder
Design a multi-step, branching automation flow — not just one trigger-to-action rule.
Data Quality Tools
Stop duplicate records at save time and recover accidental deletes from the Recycle Bin.
GDPR & Privacy Tools
Erase a customer's personal data on request, with a full, provable audit trail.
Advanced Metadata
Block bad saves, control per-profile field layouts, and add one-click record actions.
Developer Console
Look up and fix your own company's data safely, without waiting on a developer.
Zapier Integration
Connect SmartLite to thousands of other apps like Slack and Sheets — no code required.
AI Generate App
Describe your business in plain language and let AI build a starting setup for you.
Custom Components
Build a small custom widget for a record page sidebar — no engineering ticket needed.
Announcements
Post an org-wide banner notice with priority and pinning that everyone sees at login.
Internal Messaging
Real-time direct chat between teammates inside the CRM — separate from customer campaigns.
Lead Posting Templates
Forward captured leads out to partner systems automatically via field mappings.
Custom Classes & Pages
Write governed scripts and build your own screens — batch jobs, web-service callouts, custom UIs.