Energy & field sales
Property & energy qualification
Occupancy, roof type, current supplier, monthly spend and product interest captured at the door, so the consultant arrives to a qualified job rather than a cold one.
Bespoke CRM & Operational Platforms
Your business isn't off-the-shelf. Your CRM shouldn't be either.
SmartCo builds CRM, portals, workflows, integrations and connected commerce around the way your organisation actually operates then stays with you as the business evolves.
A sister company of Web Solutions, building digital systems since 2011.
SmartCo CRM
Live operations
Operations Dashboard
Sample dataLive leads248+18 this week
Appointments12Today
Compliance96%Across records
Needs attention4Action required
Live pipeline 248 records
New72
Contacted58
Appointment41
Documents28
Converted17
Bespoke systemsBuilt around your process
Managed deploymentSupport from the build team
UK based since 2011Real people, real accountability
Secure integrationsAPIs, webhooks & automation
The problem
Most businesses outgrow their software long before they replace it.
A spreadsheet becomes the pipeline. A shared inbox becomes the support desk. Jobs get scheduled in a group chat. None of it was designed it accumulated.
SmartCo starts with how the operation really works, then brings the records, people, approvals and reporting into one connected platform.
Disconnected systems
The same information copied between spreadsheets, email, messaging apps and separate software.
Manual administration
Hours spent chasing, retyping, checking and reconciling tasks that should happen automatically.
Software that dictates the process
Teams end up working around the platform instead of the platform working around the team.
Built around your process
Your terminology. Your approvals. Your reporting.
We shape the platform around the operation you already run rather than asking your staff to adapt to somebody else's workflow.
Sector platforms
One SmartCo foundation. Different operational worlds.
Switch between real types of workflow to see how the same platform adapts to very different businesses.
How SmartCo works
From discovery to a platform your team actually uses.
01
Discover
We map the people, process, data and points of friction in the operation today.
02
Design
Records, workflows, permissions, dashboards and integrations are designed around that reality.
03
Build & migrate
The platform is configured, extended, tested and populated with clean migrated data.
04
Run & evolve
We stay with the system after launch and extend it as your organisation changes.
SmartCo platform
Turn on what you need. Extend what doesn't exist yet.
Every instance is provisioned around the modules the business actually needs, with bespoke development where the process goes beyond standard building blocks.
Core CRM
- Lead management & pipeline
- Live operations board
- Tasks & follow-ups
- Companies & contacts
- Management reporting
- Users, teams & permissions
Operational
- Training & enrolments
- Documents & compliance
- Payment centre
- Commission matrix
- Staff compliance & leave
- Offboarding & reassignment
Extended
- Client & staff portals
- White-label branding
- Integrations & secure webhooks
- AI support tools
- Fleet, assets & stock
- + Bespoke modules built for you
One joined-up operating picture
CRM, portals, commerce and websites working together.
Customer-facing systems and internal operations don't need to live in separate worlds.
Magento eCommerce
A powerful commerce platform, connected to the business behind it.
Magento is one of the world's best-known and most established eCommerce platforms, designed for organisations that need more flexibility, control and scalability than an off-the-shelf online store can provide.
Highly customisable commerce
Complex catalogues, customer journeys, pricing, fulfilment and integrations can be shaped around the operation.
SmartCo + Magento
Orders, customer history, enquiries and workflow events can connect directly back into the CRM.
Backed by Web Solutions
Existing eCommerce and bespoke web capability can sit alongside SmartCo as one joined-up customer and operational platform.
Magento + SmartCo CRM
From online store to CRM, one connected customer journey.
Enquiries, orders, customer information, workflow triggers, aftercare and reporting can all feed into the SmartCo platform.
Bespoke means bespoke
Features that exist because your work demands them.
Not everything belongs in a generic CRM field. Where an operation needs something specific, SmartCo builds it.
Built for a care provider
Anatomical incident reporting
Carers record an injury against a body location, view and type instead of writing it out in free text.
Click a figure to mark an injury. Click a marker to remove it.
Marked injuries
Click a body position to add a marker.
This is the record that gets saved. Location, view, type, time and the member of staff who logged it.
Why this matters in a care setting
- Evidence an inspector can follow
A consistent audit trail rather than a paragraph of handwriting.
- Patterns become visible
Repeated marks in one location point to a moving and handling issue, an ill-fitting sling, or a safeguarding concern.
- Consistent between staff
"Bruise to the upper left leg" means different things to different carers. A marked position does not.
- Faster on shift
Four taps instead of a paragraph, so it gets done at the time.
- Reportable without re-reading
Counted and filtered because it is data, not prose.
Also built to order
Sales operations
Commission matrix
Generator and closer splits calculated automatically as deals move through the pipeline. No month-end spreadsheet reconciliation.
Any business with staff
Offboarding & reassignment
When someone leaves, their leads, tasks and learners transfer in a single pass while their historical performance stays on record.
Built in real operations
Don't just read what SmartCo can do. See the kind of systems we build.
Compliance overviewLive
248Active clients
96%Compliance
DBS current238
Training valid219
Visits logged412
Expiring soon3
Healthcare
Care operations & compliance
Client records, visits, incidents, staff compliance and structured anatomical reporting.
Learner pipelineLive
186Live leads
96Enrolled
New enquiry72
Contacted56
Documents33
Enrolled24
Education
Lead-to-learner journey
Lead capture, programme enrolment, documents, payments and commission in one workflow.
Installation pipelineLive
64Open jobs
£184kCollected
Lead gen64
Consultant45
Finance28
Installed18
Energy
Sales to installation
Lead generator handover, closer activity, finance approval and installation tracking.
Straightforward pricing
Bespoke systems without enterprise-software theatre.
Start with the platform and add what the business genuinely needs. Bespoke development is scoped separately and agreed up front.
Platform licence
from £299per month
Your own configured SmartCo instance, hosted, managed and supported.
- Core modules included
- Up to 10 users as standard
- Managed updates & support
- Data migration options
Add-on bundles
from £699per year
Connect the services your team already uses and add automation where it matters.
- Email & automation
- Marketing & campaigns
- Customer communications
- Integration bundles
Bespoke development
Quotedper project
New modules, custom workflows, portals and integrations built around your operation.
- Scoped in discovery
- Price agreed up front
- Built by the support team
- White-label available
Supported in the UK
If it changes, we extend it. If it breaks, you call us.
The same team that scopes your system stays involved after launch no anonymous ticket queue and no hand-off to somebody who has never seen your configuration.
Integrations & API
Connected to the tools your business already uses.
Marketing, payments, accounting, e-signature, communications and automation become part of the SmartCo workflow instead of six separate places your team has to keep up to date.
Accounting & finance
Invoices and payments reconcile against the job that created them, so month end stops being a re-keying exercise.
- Xero
- QuickBooks
- Sage
- Stripe payments
Communications
Email, SMS and WhatsApp sent from the record they belong to, and logged against it automatically.
- Microsoft 365
- SMTP / business email
- Twilio SMS
- WhatsApp Business
Marketing
Lists stay in step with the CRM, so nobody is emailing a lead who converted three weeks ago.
- Mailchimp
- Campaign sync
- Lead source tracking
Automation
The admin nobody should be doing by hand: routing, reminders, follow-ups and status changes.
- Zapier
- Secure webhooks
- AI chat support
- Scheduled workflows
Documents & e-signature
Generate from the record, send for signature, file the signed copy back against it.
- Document generation
- Adobe Sign roadmap
Your own systems
The one that actually matters. A documented REST API and secure webhooks, so the systems you already depend on can talk to SmartCo even if nobody has integrated with them before.
- REST API
- Secure webhooks
- Bespoke integrations, built to order
Installation and configuration included
We set up and configure any integration on this page free of charge with an annual API subscription. No implementation fee, no per-connector charge, and we maintain them as the third-party APIs change.
Product names are trademarks of their respective owners. Listing them describes a working integration and does not imply endorsement, partnership or affiliation. Items marked roadmap are not yet live.
White label
One platform. Your brand in front.
Clients can run SmartCo under their own name, domain, colour system and terminology while the platform remains managed behind the scenes.
Healthcare group
Clients, service users, visits, incidents and compliance presented in the client's own visual identity.
Own branding · Own domainTraining provider
Lead capture, enrolment, programmes, payment plans and commission under the provider's brand.
Own branding · Own domainEnergy consultancy
Lead generation, closer handover, finance approval and installation tracking under a client-facing identity.
Own branding · Own domainWhy SmartCo
A technology partner, not another software subscription.
SmartCo is designed for organisations that need software to fit the way they work today and keep fitting as that operation changes.
ConfigurableRecords, workflows and reporting shaped to the operation.
ManagedDeployment, hosting, updates and support handled.
ExpandableStart with one workflow and add portals, automation and integrations.
SupportedReal people who know the system from build to launch.
Start a conversation
Tell us how your business works. We'll show you what the system could become.
A consultation rather than a generic software demo. Walk us through the operation, the friction and the outcome you need.