One record for each customer
Customer, job, learner or service user: one record your whole team works from.
Bespoke CRM · built and supported in the UK
Customers, staff, jobs and payments in one system.
We set SmartCo up around the way your team already works, move your data across and look after it once you are live. Building and supporting business systems is all we do.
- From £199 a month
- UK-based team
- Supported by the team that builds it
A sister company of Web Solutions, with technology experience since 2011.
Executive overviewManagement view
Sample data
What have we sold?£184,000In the sales pipeline
What are we owed?£28,400Waiting to be collected
What’s in progress?24Active projects
What needs action?7Issues to deal with today
Business performanceActivity across the operation
Sample dataAprMayJunJulAugSep
Work status This month
On track82%
Needs attention18%
Payments Live position
Collected£74,500
Outstanding£28,400
Attention Today
- Projects delayed3
- Compliance items due2
- Tasks overdue7
Your morning view
The first screen you see each morning
Sales in progress, money owed, live work and anything overdue, updated as your team works. Nobody has to pull it together before a meeting.
What changes
Less chasing, fewer missed steps
Most businesses we speak to run on a CRM, a few spreadsheets and a busy inbox. SmartCo replaces that patchwork with one set of records, and reminders that run on their own.
How we tailor SmartCoReminders that run themselves
Follow-ups, renewals and status changes are triggered automatically, so nobody has to remember them.
A record of who did what
Visits, calls, payments and changes are logged with a name and a time, so audits and disputes are quick to settle.
Fits the way you work
We use your terms, your steps and your forms, so your team does not have to learn a new process.
Who it’s for
Already set up for four kinds of business
Each version starts with the records, terms and steps that sector already uses. We adjust the rest with you.
Healthcare & care
Visits, care notes, incidents and staff compliance for care providers.
Care CRM, from £199/monthEducation & training
Enquiries, enrolment, learners, payments and certificates in one journey.
Training CRM, from £399/monthEnergy & field sales
Leads, surveys, finance, installs and commission, from first call to completion.
Energy CRMOperations & fleet
Projects, assets, stock, purchasing and field teams in one platform.
Operations & fleetSee it working
Try the real screens
These are working SmartCo screens with sample data. Switch between training, operations and care.
Home
Sales
Learning
Finance
People
Reports
Search entire CRM
OB
Northbridge Skills Academy Dashboard
Welcome back, Olivia Bennett. Here is what needs your attention today.
16 Sep 2026Live Data
Total Leads72Live operational leads
Appointments Today1Scheduled for today
Learners28Active learner records
Tasks Due Today0Pending actions
Needs Attention15Overdue items
Programme Starts Soon8Within the next 30 days
Total Collected£47,100This month: £14,535
Outstanding£14,000Balance still owed
Commission Approved£825Paid out: £745
!Needs attention6 overdue
Complete welcome callLead Task · Zainab Patel · Due 13 Sep 2026
OVERDUEConfirm programme requirementsLead Task · Zainab Brown · Due 14 Sep 2026
OVERDUEReview enrolment documentsLearner Task · Due today
OVERDUE
Search or type a command
Help
OPERATIONS DASHBOARD
Total assets480 % since yesterday
Available now70 % since yesterday
On hire34
ACTIVE PROJECTS6
Jobs awaiting equipment0
Equipment status
TASK OVERVIEW
OPEN TASKS18
OVERDUE TASKS4
TASKS DUE TODAY7
COMPLETED TASKS31
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Beyond CRM
It can run more than your sales pipeline
SmartCo often ends up covering work that sits outside a normal CRM: field visits, compliance checks, commission and purchasing. We only add what you need, and we connect to the systems you want to keep.
Keep what already works.
If your accounting, e-commerce or specialist software does its job, we connect SmartCo to it and leave it in place.
Customers and salesEnquiries, companies, contacts, follow ups, appointments and handovers.
Operations and deliveryProjects, visits, installations, assets, field activity and service delivery.
People and complianceStaff, learners, carers, training, permissions, evidence and required checks.
Finance and commercialPayments, balances, commissions, purchasing and the commercial status behind the work.
Documents and portalsUploads, agreements, signatures and controlled client, learner or staff access.
Reporting and automationLive dashboards, tasks, alerts, audit trails and repetitive administration handled automatically.
Data and specialist systemsBring scattered records together, connect existing platforms and build specialist functionality where standard CRM stops.
How it works
Why it costs less than building from scratch
Users, permissions, records, reporting and security work the same way in every business system, and SmartCo already has them. Your budget goes on the parts that are specific to you.
Built around you
- Your workflows
- Your forms and records
- Your dashboards
- Client and staff portals
- Links to your other systems
Already built into SmartCo
- Users and permissions
- Contacts and records
- Tasks and reminders
- Reporting
- Audit trail
- Security and updates
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01
Consultation
Tell us how the business runs, who does what and where time is lost.
You get- SmartCo shown for your kind of work
- A clear plan and price
-
02
Set up
We configure SmartCo around your process and build anything extra you need.
You get- Your records, steps and dashboards
- Your existing data moved across
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03
Go live
We test it with you, then help your team start using it day to day.
You get- A team that is ready to use it
- Help from the people who built it
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04
Grow
As the business changes, we add to the system instead of replacing it.
You get- Managed updates
- Support from the build team
- New features when you need them
- £299/moEssential CRM
- £399/moTraining & LMS
- from £199/moCare
- QuotedOperations & ERP
Next step
Tell us where the work slows down
You will speak to the people who build and support SmartCo. Call +44 7729 253 454 or book a time that suits you.