Business
CRM — everything about your client in one place
Projects, contacts, proposals, orders, confirmations, and invoices — no extra tools needed. SmartOn CRM lets you manage the full client lifecycle in a single system.
Project management
All projects in one board
Kanban-style project management — Backlog, Open, Waiting, In progress, Testing. The whole team's work visible in real time. Assign a client, deadline, and owner to every project.
Project detail
Proposals and history in one place
For every project you see the full proposal history, latest actions, and related documents. Create proposals from a custom template and send them to the client directly from the system.
- Proposal history and versions
- Template-based proposals
- Send to client in one click
- Order confirmation from within the project
Customer card
All client information in one card
Address, contacts, invoice details, bank accounts, payment terms, and more — all in one view. No hunting for information across multiple systems.
- Legal and delivery addresses
- Payment terms and currency
- Bank accounts and details
- Full financial history per client
Contact management
All client people in one place
Employees, supervisors, and contacts with phone numbers, email, and departments. Always know who to talk to for each topic — never search through emails again.
- Departments and job titles
- Phone numbers and email
- Supervisor hierarchy
- Contacts assigned to projects
Orders & invoicing
From proposal to invoice without extra tools
Create an order, send a confirmation, and issue an invoice — all in one system. The client receives documents directly from SmartOn.
Document templates
Templates for invoices, reports, and printing
Create and edit templates directly in the system — invoices, order confirmations, production sheets, and ZPL labels for thermal printers. Every template is fully customisable to your business needs.
- Invoices (LT and EN versions)
- Order confirmations (HTML and PDF)
- Production sheets — info for the production floor
- ZPL labels for thermal / barcode printers
- Bill of lading documents
Google CalendarIntegration
Google Calendar sync
Create events and reminders directly from SmartOn CRM — they appear automatically in your Google Calendar. No app switching: meetings, calls, and deadlines all managed from one system.
Audit trail
Every action in the system is logged
A full audit log lets you see who did what and when — customer record changes, employee logins, fiscal reports. Three separate log views: activity log, user logins, and fiscal reports.
Activity log
All system actions — IP addresses, countries, cities, and exact timestamps.
User logins
Every login with location and device info. Spot unusual activity instantly.
Fiscal reports
Automatically recorded fiscal reports for audit and compliance purposes.