Multi-Tenant Org & Authentication
Give every customer company its own secure, isolated workspaceBusiness Scenario
"We're a startup selling to hundreds of different companies. Every one of them needs to feel like they have their own private CRM — but we can't afford to run a separate server for each customer." — Platform Operations Lead
What It Does
Registering a new organization provisions an isolated tenant on a shared platform: every table that holds business data carries an orgId, and every login issues a JWT that embeds that orgId. From that point on, every single request is automatically confined to the right company's data — with no possibility of one org ever seeing another's records.
How To Configure
- Go to
/org/register— enter the organization name and the first admin's email + password - SmartLite creates the org and seeds 16 standard objects (Lead, Contact, Account, Opportunity, Case, etc.) automatically
- The admin logs in immediately and starts customizing — no separate provisioning step
Business Outcome
- One shared, cost-efficient platform serving unlimited customer organizations
- Complete, guaranteed data isolation between tenants
- A brand-new customer is production-ready within seconds of signing up
Metadata Engine — Custom Objects & Fields
Build new parts of your CRM without a developer or a deploymentBusiness Scenario
"We need to start tracking equipment warranties against our customer accounts, but our old CRM vendor quoted six weeks and $15,000 to add one custom object." — Operations Manager
What It Does
Admins define brand-new Objects (like "Warranty") and Fields — text, number, date, picklist, lookup, formula, auto-number — entirely at runtime. The engine instantly generates the create/edit forms, validation, and record pages for the new object. No database migration, no code, no downtime.
How To Configure
- Setup → Object Manager → New Object — name it, set its label and plural label
- Open the object → Fields tab → New Field — choose the field type and constraints
- Use a Formula field for computed values, e.g.
IF(amount__c > 10000, "Enterprise", "Standard")
Business Outcome
- A new tracked business entity live in minutes, not weeks
- Zero developer cost, zero deployment risk
- The data model evolves as fast as the business does
Dynamic Records & List Views
Get reps looking at exactly the records that matter to themBusiness Scenario
"My reps waste ten minutes every morning scrolling the full Opportunity list to find their own open deals." — Sales Manager
What It Does
Every object automatically gets a searchable, sortable, paginated record list. List Views let a user save a named filter — "My Open Deals This Quarter" — so that exact slice of data is one click away, every time they log in.
How To Configure
- Open any object's list page → New List View
- Add filter conditions, e.g. Stage = "Open" AND Owner = Me AND Close Date = This Quarter
- Save and pin it — it now appears in the view switcher for that object
Business Outcome
- No daily manual filtering — the right records surface automatically
- Consistent, reusable views shared by an entire team
User Management
Get new hires productive on day one with exactly the right accessBusiness Scenario
"I just hired three new reps and promoted one to team lead — I need their access sorted before their first call this afternoon." — Sales Operations
What It Does
Admins create user accounts with a role (Admin / Manager / Sales User), attach them to a manager for reporting-chain visibility, and assign a Profile that governs exactly what they can see and do across the CRM.
How To Configure
- Setup → Users → New User — enter name, email, username, and temporary password
- Pick a role; if Sales User, assign their Manager (used for reporting-chain visibility)
- Assign a Profile to control object, field, app, and tab access
Business Outcome
- New hires productive from their very first login — no waiting on IT tickets
- No over-provisioning: access always matches the role
Web-to-Lead (Lead Posting)
Turn every website inquiry into a Lead automaticallyBusiness Scenario
"Our marketing site gets hundreds of visitors a week, but someone still has to manually retype every 'Contact Us' form submission into the CRM." — Marketing Manager
What It Does
Generates a ready-to-embed HTML form snippet tied to a secret, unique post key. When a visitor submits the embedded form on any external website, it POSTs straight to SmartLite and creates a Lead record — no login, no manual entry, and every submission (success or failure) is logged for traceability.
How To Configure
- Open the Lead object → Sharing tab → Web-to-Lead section
- Map external form field names to CRM Lead fields (e.g.
email→email__c) - Copy the generated HTML snippet and paste it into the marketing website
Business Outcome
- Every website inquiry becomes a Lead within seconds — zero manual entry
- Feeds directly into the Lead-to-Cash trail the moment sales qualifies it
Notifications
Make sure a hot lead never sits unseen over a weekend againBusiness Scenario
"A rep was assigned a hot lead Friday afternoon and didn't see it until Monday — we lost the deal to a competitor who called first." — Sales Director
What It Does
An in-app notification bell surfaces real-time alerts: a record newly assigned to you, a Workflow "Notification" action, or an Approval Process request routed to you for a decision.
How To Configure
- No standalone setup required — notifications fire automatically from record ownership changes, Workflow Notification actions, and Approval routing
- Configure the trigger itself in Workflow Automation (#automation) or Approval Processes (#automation)
Business Outcome
- Hand-offs are seen in minutes, not days
- Nothing important is missed because it arrived at the wrong time of day
Profiles & Permissions
Lock sensitive data down by role, not by trustBusiness Scenario
"Our Finance team needs to see contract values on every Opportunity. Our SDRs absolutely should not." — CFO
What It Does
Every user has one mandatory Profile controlling exactly which objects, fields, apps, and tabs they can read, create, edit, or delete. Permission Sets layer additional grants on top of a profile — they can only add access, never remove it — so exceptions don't require duplicating a whole profile.
How To Configure
- Setup → Profiles → New Profile (or clone an existing one)
- Set object permissions (Read/Create/Edit/Delete per object) and field-level permissions — e.g. hide
contract_value__cfrom the SDR profile - Assign the profile to the relevant users; use a Permission Set for one-off extra access
Business Outcome
- Sensitive fields are hidden consistently everywhere — record pages, reports, and the API
- Access changes are a config change, not a code change
Sharing Rules & Org-Wide Defaults
Regional managers see their region — and nothing elseBusiness Scenario
"We have five regional sales managers. Each should only see deals in their own region — but our VP needs visibility into everything." — RevOps Lead
What It Does
Organization-Wide Defaults (OWD) set the baseline visibility for an object: Private, Public Read, or Public Read/Write. Sharing Rules then expand — never restrict — access for specific criteria or users. Role Hierarchy automatically gives a manager visibility into everything their direct reports own.
How To Configure
- Object Detail → Sharing tab → set OWD to Private (the safe default)
- Enable "Use Role Hierarchy" so managers inherit their team's visibility automatically
- Add a criteria-based Sharing Rule, e.g.
region__c = "West"shared with the West Region Manager
Business Outcome
- Every rep and manager sees exactly the deals relevant to them
- The org's default posture is always the restrictive one — access is expanded deliberately, never leaked accidentally
Workflow Automation
Get the right eyes on a deal the instant it mattersBusiness Scenario
"The moment a deal over $50K moves into Negotiation, I want to know immediately — not find out at Monday's pipeline review." — VP of Sales
What It Does
Event-driven rules run automatically whenever a record is created or updated. Before-save actions (like Field Update) modify the record instantly and silently; after-save actions send an Email Alert, create an in-app Notification, or fire a Webhook to an external system — with zero manual step from the rep.
How To Configure
- Setup → Workflow Rules → New Rule — object: Opportunity, trigger: On Update
- Condition:
amount > 50000 AND stage = "Negotiation" - Action: Notification to the VP + an Email Alert using a saved template
Business Outcome
- Critical deals get leadership attention the instant the trigger fires — every time, automatically
- No rep has to remember to "send an update"
Approval Processes
Put a hard stop in front of unauthorized discountsBusiness Scenario
"A rep discounted a deal by 30% without checking with anyone. We need a hard stop before that happens again." — Sales Operations Director
What It Does
Multi-step approval routing for any object. When a record meets the entry criteria, it's submitted for approval and routed to the configured approver(s) in order — the request only advances when the current step approves, and any rejection stops it immediately.
How To Configure
- Setup → Approval Processes → New Process — object: Opportunity
- Entry condition:
discount_percent__c > 15 - Steps, in order: Sales Manager → Regional VP — then activate the process
Business Outcome
- Pricing and discount policy is enforced by the system, not by hoping reps remember the rule
- Every approval decision is captured permanently in an immutable history
Reports
Give leadership a live number instead of a stale spreadsheetBusiness Scenario
"I want 'Closed Won this Quarter, by rep' live before Monday's standup — not a spreadsheet someone exported on Friday." — Sales Operations
What It Does
A self-service report builder: pick an object, choose which fields to display, apply filters, optionally group results, and export to CSV. Report execution respects the exact same sharing rules as everywhere else, so nobody sees a number they shouldn't.
How To Configure
- Reports → New Report — object: Opportunity; fields: name, amount, stage, close date
- Filter:
stage = "Closed Won" AND close_date = This Quarter; group by: Owner - Save & Run — or export straight to CSV
Business Outcome
- An always-current answer inside the tool reps already use — no exports, no stale numbers
Dashboard & Home
Know what needs your attention within five seconds of logging inBusiness Scenario
"I want to open the CRM in the morning and know immediately what needs my attention today." — Account Executive
What It Does
Dashboard aggregates org-wide KPI cards and a recent-activity feed. Home is a configurable set of widget tiles (quick links, recent records, KPIs) that every user in the org sees the moment they log in.
How To Configure
- Dashboard works out of the box — no configuration needed
- Admins customize Home via Setup → Home Widgets, adding and reordering tiles for the whole org
Business Outcome
- One glance replaces a dozen manual checks every single morning
Marketing Studio
Act on fresh CRM data the same day, not next weekBusiness Scenario
"We just closed a great webinar with 400 signups. Marketing wants to send a personalized follow-up today, not after exporting a list to a separate email tool." — Marketing Manager
What It Does
Build HTML email templates with merge fields like {{firstName}}, assemble a recipient list straight from CRM records with a filter, and send a bulk campaign through your org's own SMTP settings — with delivery tracked per recipient. Access is gated behind the marketingAccess profile flag.
How To Configure
- Marketing Studio → Templates → New Template — design the email and insert merge fields
- Campaigns → New Campaign — pick the template, recipient object (e.g. Lead), and a filter like
campaign_source__c = "Webinar" - Send — then review the per-recipient delivery log
Business Outcome
- No exporting lists to a separate tool — campaigns run directly against live CRM data
- Personalization and delivery tracking built in from the first send
Integrations — API Keys, Webhooks & Data Ingestion
Keep every system of record in sync automaticallyBusiness Scenario
"The moment a deal closes, our finance system needs to know immediately so invoicing can start — nobody should be manually re-keying closed deals." — Finance Operations Lead
What It Does
Integration flows in both directions. Outbound: scoped API Keys let external systems securely call the SmartLite REST API, and outbound Webhooks push record events (created/updated/deleted) to any URL in real time. Inbound: Pull Connectors, inbound Webhooks, and bulk/CSV/Excel import bring external data — like e-commerce orders — into the CRM automatically, running through the exact same validation and workflow pipeline as manual entry.
How To Configure
- Integrations → API Keys → New Key — choose scopes (Read / Write / Bulk) for outbound access
- Integrations → Webhooks → register a URL and the events to push (e.g.
record.updated) so finance hears about it instantly - Integrations → Data Ingestion → Inbound Webhooks / Pull Connectors to receive data automatically from external systems
Business Outcome
- Closed deals reach downstream systems the moment they close — no manual re-entry
- External data lands in the CRM with no human in the loop, and with a full delivery/error log for troubleshooting
Audit & Debug Logs
Turn a compliance audit into a search, not an investigationBusiness Scenario
"Legal is asking who changed the value on this contract, and when — our compliance review is in two weeks." — Compliance Officer
What It Does
Audit Logs keep a permanent, immutable trail of every create, update, and delete on every record — capturing the before/after values and exactly who made the change. Debug Logs separately capture a technical execution trace (validation, workflow, formula evaluation) to help an admin troubleshoot a specific operation.
How To Configure
- Setup → Audit Log — filter by object, user, or date range
- Or open any record's detail page to see its full change history directly
Business Outcome
- Any change to any record can be reconstructed and attributed on demand
- Compliance reviews become a lookup instead of a weeks-long investigation
Settings — Branding, Deployment & Media
Make it look like your product, and clone your setup in minutesBusiness Scenario
"We're white-labeling SmartLite for our own customers — it needs to look like our product from the very first login, not a generic template." — Product Lead
What It Does
Branding sets an org's own logo, primary color, and display name across the sidebar and email headers. Deployment exports an org's entire configuration — objects, fields, layouts, and rules, never the underlying data — as a JSON package that can be imported into another org, making environment cloning fast. Media Library stores images and PDFs referenced by templates and layouts.
How To Configure
- Settings → Branding — upload a logo, pick a primary color, save (effective immediately)
- Settings → Deployment → Export Package to snapshot the org's configuration
- Import that package into a sandbox or a brand-new org to replicate the setup instantly
Business Outcome
- A fully on-brand CRM experience for every customer
- A configuration built once can be rolled out to new orgs in minutes instead of rebuilt by hand
App Manager & Tabs
Give every team a focused workspace in one shared platformBusiness Scenario
"Our Sales team and Support team live in the same CRM, but neither should have to wade through the other's menus every day." — Operations Lead
What It Does
An App is a named workspace grouping a set of Tabs — object pages or built-in feature pages like Reports or Dashboard. A user's Profile grants access to specific apps, and whichever app is active controls exactly what appears in the top navigation.
How To Configure
- Setup → App Manager → New App — e.g. name it "Support Console"
- Assign the Case, Contact, and Knowledge tabs to it
- Grant access to the Support profile only, via Profile → App Access
Business Outcome
- Every team gets a focused, uncluttered workspace tailored to their job
- No separate logins, no separate product, no extra license needed
Import / Export
Load thousands of records in minutes, not one at a timeBusiness Scenario
"We just came back from a trade show with 5,000 business cards' worth of leads in a spreadsheet — nobody has time to type those in one at a time." — Sales Operations
What It Does
The Import Wizard uploads a CSV, lets you map each column to an object field, and bulk-creates records — with a per-row error report so a handful of bad rows never blocks the rest of the batch. Export downloads any object's visible records as a CSV, respecting the same sharing rules as everywhere else in the CRM.
How To Configure
- Import → pick object (Lead) → upload the CSV file
- Map each column to a CRM field (e.g. "Company" →
company, "Email" →email) - Run Import → review the result report: rows succeeded, rows failed, and why
Business Outcome
- Thousands of records loaded in minutes instead of days
- Full visibility into exactly which rows need manual attention — nothing silently lost