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SmartBizi

When everything runs through you, growth slows down.

Leads, clients, projects, invoices and hiring all need you at once. SmartBizi X puts them in one system, so nothing slips and you can stop carrying it all in your head.

  • Made for business owners who desire growth
  • Five dashboards run your business
  • Works on your phone too

Leads, clients, projects, invoices and hiring, all living in your head.

Most businesses don't have a people problem. They have a systems problem.

When everything depends on you, growth slows down.

If every process runs through you, your calendar becomes the ceiling on your company.

The trap

  • Leads live in spreadsheets.
  • Onboarding changes every time.
  • Projects need constant follow up.

You are the operating system.

The shift

Every process has a home.

The work runs the same way every time, with or without you in the room.

  • Leads follow a pipeline, not a spreadsheet
  • Every client gets the same onboarding
  • Projects have a clear track
  • You can step away and it keeps running

The answer

At SMARTBIZI LTD we offer SMARTBIZI X, which brings five tools together.

How SmartBizi helps

Open it once a day and know exactly where you stand

Each of those problems becomes a clear screen that watches things for you and tells you what needs attention.

Nothing slips through the cracks

Reminders, overdue alerts and health scores tell you what needs you today, before it turns into a problem.

Your clients see a professional business

A welcome email, a private onboarding page and tidy documents make your business feel established from the first day.

Less admin, more real work

Reminders, invitations and summaries send themselves, so repeating the same messages stops eating your day.

Hand work over without losing control

Add your people, give each a role, and choose what that role can see and do in every tool. Assign tasks and see everyone's workload.

Numbers you can trust

Clear charts, and every chart can switch to a table, so you decide with facts instead of feelings.

Comfortable to use every day

One familiar layout across all five tools, on your laptop or your phone, in light or dark mode.

SMARTBIZI X

Five tools. Every process gets a home.

Start with the one that hurts most. The other four are one click away.

Follow up with every lead, right on time

Stop managing leads in spreadsheets. Build a system that turns first contact into closed deals, and shows you exactly where revenue is leaking.

  • Drag deals across a sales board from first contact to won
  • Follow up reminders that email you when they are due
  • Deal values and a clear view of what is in your pipeline
  • See which lead sources really bring in clients
  • A profile for every contact with the full history of your conversations
Get started

Welcome every client the same professional way

Every new client should follow the exact same process. No forgotten documents, no scrambled kickoffs, no "how did we do this last time?"

  • A checklist copied onto every new client automatically
  • A welcome email that sends itself
  • A private page where clients upload documents, no account needed
  • Four approval stages before a client is fully onboarded
  • See at a glance who is waiting on you
Get started

Spot slipping projects before your client does

Projects should run without constant follow ups. Give the work a clear track so deadlines, workload, and delivery status are visible at a glance.

  • A board for each project, plus one for everything at once
  • Milestones that complete themselves when their tasks are done
  • Health rated On track, At risk or Off track, with the reason
  • Overdue alerts and a daily summary for your team
  • See who has too much on their plate
Get started

Know your business is healthy at a glance

Keep the business running without manual admin work. One place for SOPs, recurring tasks, finance, and the metrics that tell you how healthy things really are.

  • Write down how you do things once, with review reminders
  • Recurring tasks that schedule their own next date
  • Invoices and expenses with overdue tracking
  • Reminders and weekly summaries that send themselves
  • A business health score built from seven clear indicators
Get started

Hire with a clear, fair process

Build a hiring system before you urgently need one. When a role opens, the pipeline is already there. No panic hires, no lost candidates.

  • A hiring board from applied to hired
  • Interview scheduling that never double books anyone
  • Scorecards and notes so you compare people fairly
  • Offers that hire the candidate and close the job when it is filled
  • See which sources bring you the best people
Get started

How it starts

Three steps from juggling to calm

  1. 1

    Create your account

    Tell us about your business and your workspace opens right away.

  2. 2

    Add your people

    Invite your team, create roles and choose what each person can see and do.

  3. 3

    Start with the one that hurts most

    Begin with sales, onboarding, delivery, operations or hiring. The other four are one click away when you need them.

Pricing

Plans that grow with you

Free

Try everything before you decide.

$0 for 14 days

  • All five tools
  • Full access for 14 days
  • Up to 3 roles to control who can see and do what
  • 100 MB of storage
  • No card needed
  • Your data is kept safe when the trial ends
Get started

Basic

Two tools of your choice.

$10 per month

  • Any two of the five tools
  • One login for both
  • Up to 3 roles to control who can see and do what
  • Reminders and summaries by email
  • Works on your phone
Get started

Most popular

Pro

Everything in SmartBizi X.

$20 per month

  • All five tools
  • One login for everything
  • Up to 10 roles to control who can see and do what
  • Reminders and summaries by email
  • Works on your phone
Get started

Custom

A private install for your business.

From $500 one time

  • A private install for one business
  • Customizations built for you
  • As many roles as you need
  • We talk first, then agree the scope
  • One time payment
Talk to us

FAQ

Questions you may have

No. Start with the one that solves your biggest headache and add the others when you need them.

Spreadsheets do not remind you, rate the health of a project or send emails for you. SmartBizi does, and it keeps everything connected in one place.

No. Each client gets a private link to their own onboarding page, where they follow progress and upload the documents you asked for.

Yes. Add teammates, assign them tasks, interviews and requests, and see how much each person has on their plate.

Emails are sent through Resend. Connect your Resend account once, and reminders, welcome emails and summaries start going out on their own.

Create your account, tell us about your business, and your workspace opens right away with all five tools.

See SmartBizi working for a business like yours

Create your account and your workspace is ready in a minute.