Your terminology
If your team calls it a learner, service user, placement or installation, the system should use the same language.
About SmartCo CRM
We build and support the system your business runs on.
SmartCo builds CRM platforms, portals and operational software for organisations whose work does not fit neatly into an off-the-shelf pipeline.
Why SmartCo exists
Most businesses outgrow their software before they replace it
Most businesses outgrow their software long before they replace it. The signs are familiar: spreadsheets appear beside the CRM, staff copy the same information between systems, and important activity is tracked in inboxes because the software does not fit the process.
SmartCo sits between rigid SaaS and a blank-page software project. We maintain a proven platform, then shape it around the workflow, terminology and specialist requirements of the organisation using it.
Built around the operation
- UK based team
- Technology experience since 2011
- Sector-specific operational builds
- Managed support after launch
- Published starting prices
How we work
How we run a project
Clear commercial terms
Starting prices are published where a repeatable plan exists, and bespoke work is agreed before it starts.
Staged delivery
Configuration, migration and testing happen in controlled stages rather than switching the entire operation at once.
We stay involved
The same company that scopes the system supports it afterwards and can extend it as the operation changes.
Where we work
Four sectors, one platform we maintain
Healthcare & care
Service users, visits, incidents and staff compliance.
Explore careEducation & training
Lead to learner, delivery, assessment and certification.
Explore trainingEnergy & field sales
Lead generation through finance and installation.
Explore energyOperations & fleet
Customers, projects, assets, stock and purchasing.
Explore operationsStart with how the business works
Tell us what the operation needs the software to understand.
That is usually more useful than starting with a list of CRM features.