One record, not scattered spreadsheets
Every customer, job, learner or service user in one place, so everyone works from the same information.
Bespoke CRM for care, training, energy and operations teams
Run your whole business from one system.
SmartCo is a CRM we set up around the way you work. Customers, staff, jobs, documents and payments sit in one place, and live dashboards show what’s sold, what’s owed and what needs doing today.
- From £199 a month
- Set up around your process
- Supported by the team that builds it
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
Open SmartCo. Know where everything stands.
No more chasing the team or waiting for someone to update a spreadsheet. Sales, money owed, live work and anything overdue, on one screen, updated as it happens.
What changes
Less admin. Fewer things slipping through the cracks.
If your team is juggling spreadsheets, email chains and apps that don’t talk to each other, SmartCo brings it all into one system that does the chasing for you.
How we tailor SmartCoAdmin that runs itself
Reminders, follow-ups and status changes happen automatically instead of someone chasing them.
Evidence you can trust
Every visit, call, payment and change is recorded, so audits and questions are quick to answer.
Software that fits your process
We shape SmartCo around how your team already works, not the other way round.
Who it’s for
Ready-made for your kind of business.
The same reliable platform, set up with the records, language and steps of your sector.
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
Real SmartCo screens. Try them.
Sample data. Switch between training, operations and care to see how SmartCo changes around the work.
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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One joined-up operation
More than CRM. Bring the work around the customer into the same system.
SmartCo can sit across the parts of the business that normally end up split between CRM, spreadsheets, inboxes and specialist tools. The goal is not to force everything into one shape. It is to give the operation one reliable view of what is happening.
Keep what already works.
If an existing finance, commerce or specialist system still does its job well, SmartCo can connect to it rather than replace it for the sake of it.
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
Tailored software, without starting from scratch.
Most of what a business system needs is the same everywhere: users, permissions, records, reporting and security. SmartCo already has all of that. We build the part that is yours on top, so you get software that fits without paying for the basics from scratch.
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
-
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. We’ll show you how SmartCo can fix it.
Talk to the people who build it, or call +44 7729 253 454.