Old CRMs vs an AI sales platform
Traditional CRMs fail not because of bad leads, but because people hate using them. SmartBDM flips the model by letting AI do the CRM work.
Keeping data updated
Reps avoid manual updates because it slows them down and adds no value to their day. CRM fields stay half-empty.
SmartBDM way
AI writes complete call summaries, auto-syncs calls, chats, emails, and voice notes, and updates stages and key fields automatically.
Following up on leads
Follow-ups depend on memory, scattered sheets, and individual discipline. High-intent leads go cold without anyone noticing.
SmartBDM way
AI chases follow-ups at scale, flags leads going cold, revives opportunities with timely nudges, and keeps every deal moving.
Manager visibility & coaching
Managers can’t review every call or conversation, so coaching is inconsistent and based on partial information.
SmartBDM way
AI analyses conversations, detects objections and missed opportunities, and suggests improvements so every rep gets a personal coach.
How the team operates
Teams struggle with consistency — delayed follow-ups, skipped tasks, and poor stage hygiene that managers have to micromanage.
SmartBDM way
AI creates daily priority lists, enforces stage discipline, and keeps operations predictable—so managers lead, not police.
Present on every device
Web, Android, and iOS — SmartBDM helps your team everywhere, so work stays in sync no matter where it happens.
Web app: Full-featured experience for managers, operations, and leadership with deep visibility into every pipeline.
Android & iOS: Optimized for reps on the move — update deals, log activity, and follow up between meetings in seconds.
All the features you expect from a CRM
But with AI's power to automate the grunt work
Pipelines
Fully customizable pipelines with powerful search and filtering capabilities.
Simple access controls
No more roles/profile maze. Manage permissions per feature at the individual or team level.
Real-time lead sync
Instantly sync leads from Google, Meta, WhatsApp, chat widgets, forms, and more into one place.
Bulk lead uploads
Upload thousands of leads with notes, tags, and details intact — without losing data.
Activity logs
Every click, update, call, or follow-up is tracked so you always know who did what and when.
Analytics & operational insights
Go beyond reports with funnel and efficiency insights across every stage of your revenue engine.
AI that works like a teammate
SmartBDM’s AI doesn’t replace your team
It works with them to make them more productive.
AI platform that updates itself
Problem: Reps avoid manual updates because it slows them down and adds no value to their day.
SmartBDM keeps your pipeline accurate and up to date — without relying on reps to remember anything.
Personal Coach for Every Executive
Problem: Managers can’t review every call or coach every rep individually, leading to inconsistent pitch quality.
SmartBDM helps every rep improve continuously — stronger pitches, better conversations, more conversions.
No Lead Gets Wasted
Problem: Missed follow-ups and forgotten leads cause preventable revenue loss.
SmartBDM makes sure every lead gets the attention it deserves — fewer leaks and more meetings booked.
Focus on the Right Opportunities
Problem: Teams often waste time on low-intent or low-value leads because they don’t know which ones matter most.
SmartBDM guides reps to the right opportunities — improving revenue without increasing effort.
Deep Customer Insights
Problem: Reps forget details across calls — needs, preferences, concerns, decision triggers — leading to poor personalization.
SmartBDM gives your team full context on every customer — leading to better conversations and smarter follow-ups.
Operational Discipline Without Pressure
Problem: Sales teams struggle with consistency — delayed follow-ups, skipped tasks, incomplete updates.
SmartBDM keeps your entire operation disciplined and predictable — without managers needing to micromanage.
No per-seat pricing. Unlimited users in every plan
One simple plan for your entire organisation
Starts at
What teams see after switching to SmartBDM
Higher mid-funnel conversion
Faster bottom-funnel closure
More productive cross-functional handoffs
Time wasted wrestling with a traditional CRM
Frequently asked questions
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