Smarty Pricing, Features, Reviews & Comparison of Alternatives


All-in-one business automation for entrepreneurs

4.88/5 (8 reviews)

Smarty overview

Smarty is an all-in-one platform for small businesses owners, entrepreneurs and freelancers that automates and simplifies daily tasks for sales, invoicing and promotional activities. The solution incorporates a number of programs that help users manage their CRM, email marketing, campaigns, lead generation, sales, invoices, and accounting, on a single platform.

Smarty’s built-in CRM (customer relationship management) system enables users to import new contacts via excel files, text files, and emails, and automatically creates a database that can be segmented according to products, as well as connected to email accounts. Each lead has a stream of notes that can be orally typed in the notes section. Calls can be made directly from the platform to the leads or any other UK number. Users can set up automated email campaigns to send to subscribers and clients such as welcome emails, special offers, and newsletters from a range of pre-designed templates, as well as track and monitor their open- and click-through rates.

The solution enables businesses owners, entrepreneurs and freelancers to automate their accounting, inventory, checking and invoicing processes. Smarty can monitor bank accounts for any overdue payments, and send reminders to clients automatically. Users can export detailed finance reports with a single click, and issue invoices using the built-in invoice creator. Business performance and summary reports analyze data from various parts of the business including finance, marketing, and CRM.

Smarty’s landing page tool with drag and drop editing requires no coding skills. Users can optimize website performance with A/B testing and social media integration, including email marketing features that help promote offers and advertise new products. The system’s search engine optimization assessments and ratings help users check the health of their SEO, and allow them to compare scores with their competitors’. Entrepreneurs can also monitor staff performance, calculate bonuses, and auto-email monthly employee performance reports.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United Kingdom

Supported languages

Smarty screenshot: Find businesses in any area, in any industry, and with your own personalized keywordsSmarty Software Introduction Demo - Small Business - CRM, Email Marketing, Invoicing, Accounting,Smarty screenshot: Issue invoices with ease and get different financial reportsSmarty screenshot: Create professional landing pages without the slightest bit of designing skills. It's all pre-set, all you need to do is drag and drop.Smarty screenshot: Gather all the info you need about a lead in their profile. You can "Lookup" their social media details simply with a clickSmarty screenshot: Get a general report on all your activities by scrolling down your dashboard.Smarty screenshot: If you want to manage your business successfully, you need reports on how the "tasks" are being handled, even if you're a one-person business. Smarty screenshot: Again from a manager's point of view, how can you handle a team if you can't get reports on their performance?Smarty screenshot: Let your clients choose when they can meet with you. Instead of emailing them a million times, share your free times and let them pick one.

Smarty reviews


Very good

Value for money
Ease of use
Customer support
Ewa Dudek

Easy & professional accounting software, clients and accountants love it!

Used daily for 1-2 years
Reviewed 2016-09-22
Review Source: Capterra

Software is easy to use and extremely reliable. Our clients love real-time dashboard where they how see how the business is doing, automated invoice system with customisable design of the invoice, handy financial reports and analysis. Smarty Accounting gives option to connect to your Accountant. Smarty helps us to be more efficient in the way we work and the accountancy services we can offer our clients. I would recommend this software without any hesitation. Smarty PA - helped us with management of deadlines, it gives comprehensive set of alerts that are automated to a customer's profile, to manage all critical dates & deadlines. It allows to assign tasks to employees and keep track of timing.Best Features of Smarty Accounting Software: - Cost-effective and easy to implement, - At-a-glance dashboard with graphs and performance analysis; - Financial reporting with quick links to original transactions, all reports and data can be exported as a PDF file, CSV or an Excel spreadsheet. - Perfect cloud-based solutions, you can upload and store all invoices and receipts and go paperless - Beyond basic functionality, Smarty accounting offer additional features to give users more power, flexibility and customization including customisable invoices and customisable chart of accounts; - Automated invoice reminders (our clients love it) - Fixed assets management - Smarty accounting is closely integrated with other key Smarty software solutions including CRM, leads management - Fixed asset depreciation schedules; - Automated inventory;

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Catharina Watson

Great CRM and Email Campaigns

Used daily for 6-12 months
Reviewed 2016-09-21
Review Source: Capterra

Pretty good experience so far, I have been using Smarty for over 6 months mainly for CRM, sales opportunities, landing pages and campaigns but also for tasks and deadline management. It really helps with number of problems startups facing such as lead generation or appointment setting and payment chasing.. Love autoresponders which are easy to use, send messages to my clients, create newsletters. You can easily issue estimates for your clients, monitor sale and chase payments. You can also add unlimited users which is very handy to give access to all your staff and consultants.

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Anna Maria Benns

Great software for all business overview in one place

Used daily for 6-12 months
Reviewed 2016-09-06
Review Source: Capterra

I love the product, fairly easy to use. I was already pretty fluent after two short training sessions. My favourite part is to have control over all aspects of my business, that is to see sales opportunities, all leads, active landing pages and financial overview. I have been using it for a few months now, can't really fault it. lead profile in CRM as I have overview of all client interaction from recent sales, outstanding invoices, notes, campaign overview and any interactions.

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Daniel Brown

Easy to use software

Used daily for less than 6 months
Reviewed 2016-10-20
Review Source: Capterra

I found the software very easy to use, with comprehensive functionality needed for my business. I enjoyed the project management part and found KPI very useful for my business. Finding businesses near my location is a wonderful feature. All functions under one roof , fair price, having a good control of important aspects of business

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Freya Barnsley

A Great Tool for Managing Your Business

Used daily for less than 6 months
Reviewed 2017-01-14
Review Source: Capterra

Smarty software is excellent looking, has great analytics, is very reasonable, is easy to set up and manage. We have been using Smarty for several months now and we were impressed. simple use, reasonable, targeted analytics

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Smarty pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Free £0 per month

We have 3 different packages for each Suite:

CRM: £10, £15, £30
Accounting Suite: £10, £20, £45
Task Management Suite: £10, £15, £25
Marketing Suite: £30, £50, £90

Smarty features

Automatic Reminders
CRM Integration
Calendar Management
Contact Database
Customer Database

API (293 other apps)
Activity Dashboard (163 other apps)
Activity Tracking (118 other apps)
Automatic Notifications (155 other apps)
Custom Fields (125 other apps)
Customizable Branding (144 other apps)
Customizable Reporting (126 other apps)
Customizable Templates (125 other apps)
Data Import/Export (141 other apps)
Electronic Payments (112 other apps)
Email Integration (143 other apps)
Mobile Integration (115 other apps)
Reporting & Statistics (158 other apps)
Social Media Integration (123 other apps)
Third Party Integration (160 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for Smarty

Key features of Smarty

  • Accounts payable
  • Purchasing
  • Contact management
  • Email marketing / campaigns
  • Lead management
  • List management
  • Analytics / ROI tracking
  • Lead management
  • Multi channel management
  • Direct mail management
  • Quotes / proposals
  • Project management
  • Marketing automation
  • Campaign management
  • Landing pages / web forms
  • Lead nurturing
  • Website visitor tracking
  • CRM integration
  • Client management
  • Import contacts from Excel
  • Segment contact data
  • Welcome emails, newsletters, special offers
  • Monitor open-rates and click-through rates
  • Automate accounting and inventory
  • Keep track of VAT and expenses
  • Automated reminder emails
  • Auto-update inventory
  • Check SEO ratings
  • Business networking
  • Monitor staff performance
  • Calculate bonuses
  • Schedule meetings and appointments
  • Calendar tool
  • Automate invoices, quotations and accounting
  • Create landing pages
View All Features


Smarty's web marketing features include self-running email campaigns, SEO monitoring, and sophisticated web pages.

The platform's built-in CRM helps users manage contacts, call them directly from the platform, add additional info about a lead or company, schedule appointments, and analyze customer data.

Accounting and payments features allow users to issue invoices, export tax records, auto-track payments, and more.

Smarty includes various business tools for tracking sales, analyzing staff performance, monitoring company expenditure, and finding potential clients or partners in other businesses in specific locations and any industry.

Smarty facilitates the creation of website landing pages that help generate new leads for the business, without relying on web designers.