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CRM

CRM for small businessEvery customer, every lead, one timeline.

SmartDuke CRM keeps your contacts, companies and leads in pipelines with your own stages, and tells you who needs a next step. Duke follows up, with your approval.

Duke saves WhatsApp enquiries as leads, day and night

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Duke in CRM

Duke keeps every lead moving.

He reads your contacts and pipelines with your permissions, notices who's gone quiet and prepares the next step for your yes. On WhatsApp, he saves new enquiries himself once you switch that on.

Who decides

  • On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
  • Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
  • Ready when you open the appInsights are made from your own numbers when you open the app.
  • Checked every morningGoals are measured every morning, with a forecast.
Meet Duke
On its own, by your rule

A 10 pm enquiry, saved by morning.

With capture on, Duke on duty saves the person who wrote as a contact, records their answers in your own fields and notes the enquiry as a lead for your team.

Duke on WhatsAppThanks Ana! Are you already pre-approved for a mortgage?
Saved · budget, area, pre-approved · lead noted
Ready when you open the app

Who's waiting on you.

Open the app and Duke has counted the leads with no next step, the follow-ups that are late and the new leads, each with a button to see who.

Do first · Skyline Realty

Leads with no next step6See who
Follow-ups overdue4See who
New leads this week11▲ 3
Waits for your approval

Moves, tasks and notes, after your yes.

Ask in plain words. Duke shows one sentence saying what will change, and nothing moves until you approve.

Move Tom to Viewing booked and add a call for Thursday.
Waiting for your approvalMove Tom Becker to Viewing booked, and create task “Call Tom” due Thu 8 OctApproveNot now
Checked every morning

A target for new leads.

Give Duke a number, like 60 new leads this month. He drafts a plan of jobs for you to approve and measures the pace every morning.

Goal · New leads

60 new leads by 31 Oct41 so farOn pace
Forecast64 by 31 Oct
The Deals board of a real estate agency: leads in stages Inquiry, Qualified, Viewing, Negotiation, Under contract and Closed

Live demoSkyline Realty's deals: their own stages, from Inquiry to Closed

Pipelines

Your stages, in your words.

A gym runs Enquiry → Trial → Member. An agency runs Inquiry → Viewing → Negotiation → Closed. Pipelines and stages are your data, not our code, so you can have as many as you need and rename them any time.

  • Drag leads between stages, or move them from the card
  • The value in each stage, and the total if they all join
  • “6 leads need a next step”: late and missing follow-ups, flagged

With Duke: “Add a Viewing stage after Qualified” and he sets it up once you approve.

A Deals board with stages Enquiry, Discovery call, Proposal sent, Negotiation and Won, with values per stage

Harbour Digital's deals, with a second pipeline for retainer renewals

Contacts & companies

Everyone you've talked to, in one list.

Members, buyers, patients, students: one list with search, tags, owners and companies. Each person shows where they stand across your apps, like their plan, their last visit or their lead stage.

  • Import from CSV: match columns, preview, then import
  • Groups for members, leads, “needs attention” and “mine”
  • Companies with their people and deals
People list with groups Everyone, Members, Leads and Needs attention, and status tags like Active, Ending soon and Past member

Pulse Fitness Studio: 28 people need attention today

Timeline

The whole story on one page.

Open a customer and see their tasks, notes, messages, invoices, leads and bookings together. Everything that happened is on the timeline, whoever did it: your team, an automation or Duke.

  • Calls, meetings, emails and tasks, logged or scheduled
  • WhatsApp and email history beside the record
  • Message, call or book straight from the page

With Duke: what he does after your approval, or on duty on WhatsApp, shows on the timeline too.

A client page with activity, notes, upcoming appointments and the Duke panel

Custom fields

Add the details your business tracks.

Budget and preferred area for an agency. Fitness goal and emergency contact for a gym. Add fields to contacts, leads and companies yourself, or ask Duke to.

  • Text, number, money, date, yes/no, choices, people, email, phone and web address
  • Checked against their type, so the data stays clean

With Duke: ask for a field in plain words, like “Preferred area, a choice of five”, and he adds it after your approval.

Contact fields · Skyline Realty

Budget$850,000Money
Preferred areaPark Hill, HighlandChoices
Bedrooms3Number
Pre-approvedYesYes / no
AgentRachel MorganPerson

Ask Duke

Try these in a live demo, signed in as the owner.

Questions

CRM: common questions

How much does a CRM for small business cost?

SmartDuke's CRM is included in every plan, priced per business, not per user: Starter is ₹1,999 or $49 a month for up to 3 team members, Growth ₹3,999 or $99 for up to 10, and Pro ₹7,999 or $199 for up to 25. Every other business app is included too. India prices are before 18% GST.

Can I set up my own pipeline stages?

Yes. In SmartDuke, pipelines and their stages are yours to name, so a gym can track trial to member and an agency inquiry to closed. Leads move between stages on a board, and Duke counts the leads with no next step and the follow-ups that are late.

Does the CRM work with WhatsApp?

Yes. SmartDuke connects your own WhatsApp Business number through Meta's official Cloud API, and every message sits on the contact's timeline. On Growth and above, Duke on duty can save new enquiries as contacts and note them as leads, even at 10 pm. Drafted replies work on every plan.

Will the AI change my data without asking?

No. In SmartDuke, Duke shows one sentence saying what will change, and nothing moves until you approve it. He works with the permissions of the person asking, never more. The only exceptions are the actions you switch on for Duke on duty, limited to that customer.

Can I import contacts from a spreadsheet?

Yes. SmartDuke imports contacts from a CSV file. It suggests which column is which, shows the first rows before saving anything and imports the rest in the background. When you want to leave or keep a copy, owners can export all your data as one ZIP file at any time.

Can I try it before paying?

Yes. SmartDuke has free live demo businesses at smartduke.com/demos, with months of sample data and Duke switched on, and no sign-up needed. You can also set up your own business as a free draft. A draft that isn't published is deleted after 30 days, and you only pay when you publish.

See the CRM with real data.

Skyline Realty's demo has 55 open deals and months of history. Open it, or tell us how your pipeline works.

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