Smartlink Basics CRM

SmartLink Basics CRM brings your full sales pipeline to iPhone and iPad. Built as the mobile companion to crm.smartlinkbasics.com, it gives your team real-time access to deals, contacts, companies, and activities — wherever they are. PIPELINE MANAGEMENT View your deals in a visual kanban board on iPad or a stage-by-stage card list on iPhone. Filter by rep, value range, or stage. See deal health scores, next scheduled activities, and weighted pipeline values at a glance. CONTACTS & COMPANIES Search, sort, and filter your entire contact database. View deal history by company, track engagement, and add new contacts and companies on the go. Swipe actions make it fast to manage records in the field. ACTIVITY TRACKING Log calls, emails, meetings, and tasks directly from your phone. Filter by status, date range, assignee, or type. Never miss a follow-up with overdue activity alerts built into every deal card. TEAM PERFORMANCE & COACHING Compare rep activity, win rates, and pipeline contribution side by side. The coaching view surfaces deal velocity, close reasons, and activity gaps so managers can have more productive one-on-ones. REPORTS & FORECASTING Monthly revenue trends, deal aging analysis, win/loss breakdowns, and stage conversion funnels — all available without leaving the app. Set forecast targets per rep and track progress against goals. AUDIT LOG & ADMINISTRATION Pro plan users get a full audit trail of every CRM action. Manage pipeline stages, team roles, and organization settings directly from the app. REAL-TIME SYNC Every change syncs instantly with your SmartLink Basics web dashboard through Supabase. Data entered on the web appears on mobile and vice versa — no manual refresh needed. FREE TO START Start free with up to 2 users, 50 contacts, and 25 deals. DESIGNED FOR iPHONE AND iPAD A full kanban board with drag-friendly columns on iPad. A streamlined tab-based interface on iPhone. Dark mode support, customizable accent colors, and Face ID lock for sensitive data. Companion app for SmartLink Basics CRM Learn more at smartlinkbasics.com Growth, Pro, and Team subscriptions automatically renew unless cancelled Privacy Policy: https://www.smartlinkbasics.com/privacy Terms of Service Policy: https://www.smartlinkbasics.com/terms