Automate & Integrate To Scale Your Business

Unlock Your Business Potential with the All-In-One SmartBiz Workspace™

Simplify your operations, streamline communication, and supercharge growth with the ultimate business management platform. Manage everything from marketing to operations – smarter, faster, better.

It's Time To Work Smarter, Faster and Better.

Why

SmartBiz Workspace™?

Streamline, Automate, and Grow Your Business with Confidence

Save Time & Boost Productivity

Automate repetitive tasks and centralize your business operations, freeing up valuable hours to focus on growth.

Improve Customer Engagement

Manage all your customer interactions from one place—email, calls, texts, and social media—ensuring no lead or inquiry slips through the cracks.

Streamline Operations

Simplify your day-to-day with tools that manage scheduling, invoicing, and client relationships, keeping your business running smoothly.

Maximize Marketing Impact

Launch targeted campaigns, automate follow-ups, and monitor performance, all within a single dashboard designed to drive results

Scale Effortlessly

As your business grows, SmartBiz Workspace™ grows with you. Easily add users, unlock advanced features, and integrate more tools to meet your evolving needs.

Make Data-Driven Decisions

Access real-time reports and insights with the “Biz Pulse” dashboard, helping you track performance and make informed decisions to accelerate your business growth.

Key Features Overview

Our Platform Works for You

Explore the powerful tools designed to meet the needs of your growing business:

At SmartBiz Workspace™, we provide an all-in-one solution to simplify every aspect of running your business. Our platform includes a comprehensive suite of tools designed to enhance productivity, streamline operations, and drive growth.

Biz Pulse Dashboard:

Get a real-time overview of your business performance with insightful metrics, reporting and analytics

Conversations

Centralize your communication with a unified inbox for emails, social media messages, webchat, and more

Calendars

Manage appointments, send reminders, and schedule events with our intuitive calendar tool

Contacts (CRM)

Manage appointments, send reminders, and schedule events with our intuitive calendar tool

Opportunities

Track and manage your sales pipeline and business opportunities for optimal performance

Payments

Handle invoicing, estimates, contracts, documents, orders, and more with our seamless payment integration

Marketing

Automate and manage social media, email campaigns, Ads and affiliate programs to boost your outreach

Websites

Templates for sites and funnel pages, easy drag-and-drop builder, host WordPress, funnel pages, and e-commerce stores

Memberships

Manage memberships effectively to boost client loyalty with subscriptions, community groups and courses

Reputations & Listings

Manage and monitor your online presence and reputation from reviews to consistency in your listings

Tasks and Organization

Manage and monitor your online presence and reputation from reviews to consistency in your listings

Multi-Integrations

Connect with popular tools for CRM, marketing, finance, and more to enhance functionality and efficiencies

AND MUCH MORE!!!

SmartBiz Workspace™ can streamline your operations, enhance your marketing, and drive growth.
We are always looking at enhancing the platform with new features, enhancing our current features and improving integration opportunities.

It's Time to make a decision and do!

Work With Us If you need to...

Simplify daily operations and eliminate time-consuming manual tasks.

Improve customer relationships by keeping all communication and data in one place.

Increase your online visibility and grow your brand with powerful marketing tools.

Automate business processes to save time and reduce errors.

Boost revenue by managing payments, bookings, and opportunities efficiently

Automate & Integrate Your Business With SmartBiz Workspace™

Solutions Simplified For All

Essentials

$197/Month

$1970/Year

Perfect for businesses just getting started or needing to regroup and implement core essentials.

  • CRM (Customer Relationship Management): Manage client interactions and store basic contact details.

  • Calendar Scheduling and Bookings: Allow online booking and manage appointment reminders.

  • Payments: Create and send invoices, manage payments, and track financial transactions.

  • Website Hosting and Builder: Host your business website with templates and an easy-to-use drag-and-drop builder for a simple online presence.

  • Task Management: Manage tasks and deadlines, ensuring essential work stays on track.

  • Basic Integrations: Connect with fundamental tools like Google Calendar and MailChimp.

  • Automations & Workflows: Set up simple automations for reminders and follow-ups.

  • QR Code Generator: Create and track QR codes for marketing materials.

  • Customer Support: Email support and basic onboarding assistance.

Onboarding

$497

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Growth

$297/Month

$2970/Year

Designed for growing businesses ready to scale their operations.

  • Advanced CRM: Segment clients, manage affiliates, and track detailed customer interactions.

  • Enhanced Scheduling: Manage events, recurring bookings, and integrate with calendars.

  • Payments and Product Management: Handle invoicing, estimates, contracts, and manage product listings.

  • Website Builder with Funnel Pages:

    Build and manage funnel pages for lead generation.

  • Ecommerce Store: Set up and manage your online store with product tracking and transactions.

  • Advanced Task Management: Manage multiple team members' tasks and track project progress.

  • Marketplace of Integrations: Access integrations with a wider range of software tools, including popular marketing platforms.

  • Automations & Workflows: Create complex workflows that automate key business processes.

  • Digital Ads Reporting: Get insights into your Google and Facebook ads' performance with attribution reporting.

  • Client Membership Portal: Offer exclusive access to members with gated content and services.

  • Support: Email and phone support with onboarding walkthroughs.

Onboarding

$497

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Pro

$497/Month

$4970/Year

Full-featured solution for established businesses needing comprehensive management tools.

  • Full CRM Suite: Manage clients, leads, affiliates, and advanced segmentation with detailed reporting.

  • Comprehensive Payments Management: Handle invoicing, product management, contracts, orders, and affiliate tracking.

  • Full Website Hosting & WordPress Management: Host WordPress sites, build funnel pages, manage eCommerce stores, and create custom blogs.

  • Advanced Automations and Workflows: Automate complex business processes and workflows across multiple tools.

  • Affiliate Management: Manage your affiliate marketing program, track performance, and process payouts.

  • Courses and Communities: Build, manage, and sell online courses, along with creating and managing online communities.

  • Reputation Management: Monitor and manage reviews, requests, and customer feedback across multiple platforms.

  • Comprehensive Task & Project Management: Track team tasks, client projects, and optimize workflows for maximum productivity.

  • Marketplace Integrations: Integrate with advanced tools and services like HubSpot, Shopify, and more.

  • Full Digital Ads Reporting Suite: Monitor and analyze performance metrics across all your advertising platforms.

  • VIP Support: personalized onboarding and account management.

Onboarding

$497

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Growth

Enterprise and Customization Available

Add-Ons

Enterprise and Customization Available

Growth

Enterprise and Customization Available

Try It For Yourself

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Hear From Our Clients

"SmartBiz Workspace has completely transformed how we run our business. We used to juggle multiple platforms for customer communication, invoicing, and marketing, but now everything is centralized in one place. It’s been a game-changer for our team’s productivity. We’ve saved countless hours, and our customer satisfaction has improved significantly. The automated workflows alone have been worth the investment!"

— Sarah M., Accounting Business owner

"Running a busy chiropractic practice means managing a constant flow of patients, appointments, and billing. SmartBiz Workspace has made it so much easier to organize my schedule, communicate with patients, and even automate follow-ups. The CRM feature alone has helped me build stronger relationships with my clients. I highly recommend this platform to any chiropractor looking to streamline their practice."

— John D., Chiropractor

As a local auto repair shop, keeping track of our customers, appointments, and payments was always a challenge. SmartBiz Workspace completely streamlined our processes. Now, we manage everything from customer follow-ups to invoicing in one place. It’s saved us countless hours and allowed us to focus on what we do best—servicing cars! This platform is an absolute game-changer for our business."

– Mark D., Automotive Business owner

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