Care complianceLive
248Active clients
96%Compliance
Healthcare
Care operations and compliance
Client records, visits, incidents, staff compliance and structured evidence in one place.
Bespoke CRM and operational software
Your business is not off the shelf. Your CRM should not be either.
SmartCo gives you a proven CRM foundation, then shapes the records, workflows, permissions, portals and reporting around the way your organisation actually operates.
From £299 a month
10 users included
Data migration included
UK based support
SmartCo CRM
Sample data
Operations dashboardLive
24Tasks due today
12Appointments
18Follow ups
£18.5kPayments received
Pipeline statusUpdated now
New enquiry72
Contacted56
Documents33
Completed24
Next action3 calls overdue
Documents7 awaiting review
Team4 active today
Bespoke systemsBuilt around your process
Managed deploymentSupport from the build team
UK basedTechnology experience since 2011
Secure connectionsAPIs, webhooks and automation
The problem
Most businesses outgrow their software before they replace it.
The warning signs are usually operational rather than technical. Staff start building workarounds, the same information appears in several places, and reporting depends on somebody reconciling it all by hand.
See how bespoke SmartCo works →
Spreadsheets everywhere
The same customer, job or learner copied between files because no single system holds the whole process.
Too much manual administration
Hours spent chasing, retyping and checking tasks that should move automatically when something changes.
Audit trails you cannot trust
Important activity buried in email, free text and memory instead of being recorded as structured evidence.
Software fighting your process
The team changes how it works to satisfy the platform instead of the platform fitting the operation.
Sector platforms
One SmartCo foundation, shaped for very different operations.
The core is proven and maintained. The language, workflow, permissions and specialist features change around the sector.
Healthcare & care
Service users, visits, incidents, staff compliance and evidence designed for regulated care operations.
Explore care CRM →
Education & training
Lead capture, enrolment, programmes, learner records, payments, portals and certification in one journey.
Explore training CRM →
Energy & field sales
Lead generators, consultants, finance, installation and commission tracked from first contact to completion.
Explore energy CRM →
Operations & fleet
Customers, projects, assets, stock, purchasing and field teams connected in one operational platform.
Explore operations →The SmartCo platform
Start with what you need. Extend it when the business changes.
SmartCo is not a blank-page software project and it is not a rigid SaaS product. The foundation already handles users, records, permissions, reporting and security. We configure that foundation and build the parts that are specific to you.
Where existing systems still make sense, SmartCo can connect to them rather than force a replacement.
See integrations and API →Example platform configurationConfigured per client
Core CRM
- Lead pipeline
- Companies and contacts
- Tasks and follow ups
- Documents
- Management reporting
- Teams and permissions
Operational
- Training and enrolment
- Payments
- Commission
- Compliance
- Staff and leave
- Offboarding
Extended
- Client and staff portals
- White label branding
- Integrations and webhooks
- Fleet, assets and stock
- Automation
- Bespoke modules
You do not pay to rebuild standard CRM foundations from scratch.How we build →
Built in real operations
See the kind of systems SmartCo is designed to run.
These examples use sample data, but the workflows reflect real operational builds rather than generic CRM screenshots.
Learner pipelineLive
186Live leads
96Enrolled
Education
Lead to learner journey
Enquiries, programmes, learner records, documents, payments and commission in one workflow.
Installation pipelineLive
64Open jobs
£184kCollected
Energy
Sales to installation
Generator handover, consultant activity, finance approval, installation and commission tracking.
How SmartCo works
Understand the operation first. Configure the software second.
01
Discover
We map the people, process, data and points of friction in the way the business works today.
02
Design
Records, workflows, permissions, dashboards and integrations are shaped around that reality.
03
Build and migrate
We configure the platform, build what is missing, test it and move the agreed data across.
04
Run and evolve
The system stays supported after launch and can be extended as the organisation changes.
Clear starting point
Operational CRM from £299 a month.
Ten users included on the Essential plan, with data migration, managed updates and support from the build team. Specialist platforms and bespoke development are set out clearly on the pricing page.
£299per month fromSee full pricing
Start with the operation
Tell us where the work slows down. We will show you what one joined-up system could look like.
A useful first conversation, not a generic product demo.