SmartFirm

SmartFirm works in crm, which is about keeping every contact, deal and follow-up in one place so nothing slips. They have not published a longer description, so we lean on what their category usually involves.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Artificial Intelligence (AI), CRM and Marketing Automation.

SmartFirm is based in Eugene, Oregon. More on smartfirm.io.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

If you have worked with SmartFirm, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.