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Convert

Turn enquiries into signed contracts

From first contact to signed contract and first invoice — SmartPRO removes every bottleneck in your sales process so you close deals faster.

Convert
  • CRM & sales pipeline
  • AI-generated proposals
  • Contract e-signature

Never lose track of a lead

CRM & sales pipeline

Manage every prospect from first enquiry to signed contract in one visual pipeline. SmartPRO's CRM is built for service businesses — track follow-up dates, attach documents, log calls, and see the full history of every client relationship.

  • Kanban pipeline: New → Qualified → Proposal → Negotiation → Won/Lost
  • Automatic follow-up reminders based on last activity date
  • Attach enquiry emails, WhatsApp screenshots, and documents to each lead
  • Win/loss analytics to understand where deals stall
CRM & sales pipeline
Never lose track of a lead
Kanban pipeline: New → Qualified → Proposal → Negotiation → Won/Lost
Automatic follow-up reminders based on last activity date
Attach enquiry emails, WhatsApp screenshots, and documents to each lead
Win/loss analytics to understand where deals stall

Send a polished, branded proposal

AI-generated proposals

Describe the client's requirements and SmartPRO generates a professional, branded proposal — with scope of work, timeline, pricing table, and terms. Edit, adjust, and send directly from the platform.

  • AI drafts the scope, deliverables, and timeline from your notes
  • Branded with your company logo, colours, and contact details
  • Pricing table with line items, discounts, and VAT calculation
  • Send as a secure link or PDF attachment
AI-generated proposals
Send a polished, branded proposal
AI drafts the scope, deliverables, and timeline from your notes
Branded with your company logo, colours, and contact details
Pricing table with line items, discounts, and VAT calculation
Send as a secure link or PDF attachment

Close deals without printing a single page

Contract e-signature

Send the contract for signature and collect e-signatures with an audit trail from each signer. SmartPRO keeps the signed contract and records who was asked to sign, who signed or declined, and when.

  • Multi-party signing: client, your authorised signatory, witnesses
  • Audit trail of signing requests, signatures and declines, with timestamps
  • Signed PDFs stored securely and accessible at any time
Contract e-signature
Close deals without printing a single page
Multi-party signing: client, your authorised signatory, witnesses
Audit trail of signing requests, signatures and declines, with timestamps
Signed PDFs stored securely and accessible at any time

Get paid faster with professional invoices

Instant invoicing

Generate a VAT-compliant invoice the moment a contract is signed. SmartPRO pre-fills client details, service line items, and payment terms. Send via email and track payment status in real time.

  • VAT-compliant invoices with your CR number and tax registration
  • Pre-filled from the signed contract — no re-entry of data
  • Payment status tracking: Sent → Viewed → Paid → Overdue
  • Send payment reminders by email or WhatsApp once an invoice is overdue
Instant invoicing
Get paid faster with professional invoices
VAT-compliant invoices with your CR number and tax registration
Pre-filled from the signed contract — no re-entry of data
Payment status tracking: Sent → Viewed → Paid → Overdue
Send payment reminders by email or WhatsApp once an invoice is overdue

Ready to close more deals?

SmartPRO also helps you attract new leads and retain the clients you win.