11 Features

AI That Works For You

Q: Is AI included in every SMBcrm plan?

Yes. Built-in AI features like workflow AI actions and AI-powered appointment booking are included at no extra cost on every plan. Pay-per-use AI features (Conversation AI, Content AI, Reviews AI) are available on all plans and covered by your included usage credit. For heavier use, the AI Employee add-on adds a monthly usage allowance (Growth, $97/mo) or removes the limits entirely (Unlimited, $147/mo).

Q: Do I need technical skills to use AI features?

Not at all. SMBcrm's AI tools are designed for non-technical users. The Conversation AI chatbot can be set up in minutes using your existing business information, and Content AI generates marketing copy with a single click.

Q: What is the AI Employee add-on?

The AI Employee add-on comes in two tiers. Growth ($97/mo) gives you a monthly usage allowance across Conversation AI, Voice AI, Content AI, and Reviews AI; Unlimited ($147/mo) makes those four unlimited and adds generous Ask AI usage. Both are available on any plan, and Unlimited is included with Enterprise. Agent Studio and Super Agents (beta) aren't part of the add-on — they're available on every plan, billed pay-per-use at token rates.

Q: Can the AI handle customer conversations automatically?

Yes. Conversation AI can respond to leads via SMS, web chat, and social media 24/7. It uses your business context to answer questions, qualify leads, and book appointments — escalating to your team only when needed.

Q: How does AI-generated content work?

Content AI generates marketing emails, SMS messages, social media posts, blog drafts, and website copy based on your brand voice and business context. You review and edit before publishing — the AI accelerates creation, you keep full control.

Q: What is AI Studio?

AI Studio is an AI-powered page and website builder that generates complete pages from text prompts, cloned URLs, or uploaded screenshots. You refine pages through conversational editing instead of manual drag-and-drop. It's currently available as a beta feature included at no extra cost on every plan.

Q: Can I build my own AI agents in SMBcrm?

Yes. Agent Studio gives you two ways to build custom agents: Flow Agents, a visual step-by-step builder, and Super Agents (beta), which start from a plain-English prompt. Super Agents answer from your knowledge base, act through permission-scoped CRM skills, and run in chat or on triggers like a form submission or a new lead tag. Agent Studio is available on every plan and billed pay-per-use at token rates.

Harness the power of artificial intelligence to automate tasks, engage customers, and scale your business without scaling your team.

24/7 automated customer engagement

Intelligent lead qualification

AI-generated content at scale

Smart workflow optimization

Get Started Schedule a Demo

Platform Preview

See AI in Action

Our AI engine processes thousands of customer interactions daily, learning and improving to deliver better results for your business.

Auto-responds to leads in seconds
Generates marketing content at scale
Learns from your data over time

Get Started

app.smbcrm.com

AI Assistant

Active 24/7

Response Time

< 2 sec

Drafts Created

318

Included With Every Plan

Built-in AI Features

These AI tools are built into your CRM at no extra cost — including AI Studio, the conversational page and website builder.

Workflow AI Included

Add AI-driven steps and smart triggers to your workflows for intelligent automation.

AI-driven automation steps
Smart trigger suggestions
Intelligent routing and decisions

Website AI Included

Edit website content, optimize layouts, and improve pages with natural language.

Edit pages with natural language
AI layout suggestions
Built-in at no extra cost

AI Studio Beta

Generate complete pages from text prompts, URLs, or screenshots — then refine with AI.

Generate pages from text descriptions
Clone designs from URLs or screenshots
Conversational editing and refinements

AI Features

Powerful AI, Pay Only for What You Use

Available on every plan. Use as little or as much as you need — charges are usage-based and covered by your included usage credit. View usage rates

Content AI

Generate emails, website copy, social posts, and ad copy with AI assistance.

Email and website copy generation
Social post and ad copy creation
Consistent brand voice at scale

Conversation AI

AI chat assistant that qualifies leads and books appointments in your unified inbox.

Automated lead qualification
Instant responses around the clock
Seamless handoff to your team

Reviews AI

Auto-generate professional review responses to maintain a consistent brand voice.

Auto-generated review responses
Consistent brand voice in replies
Faster reputation management

Voice AI Agents

AI voice agents that answer calls, respond to questions, and route conversations.

AI-powered phone answering
Natural voice conversations
Real-time API integration and routing

Funnel AI Builder

Build sales funnels faster with AI-assisted page creation and conversion copy.

AI-generated funnel pages
Conversion-optimized copy
Rapid funnel creation

Agent Studio

Build custom AI agents: prompt-based Super Agents (beta) or visual Flow Agents connected to APIs and knowledge bases.

Prompt-based and visual agent builders
Connect APIs, knowledge bases, and tools
Deploy agents across channels

Super Agents Beta

Build AI agents from a plain-English prompt. They run in chat or on triggers, using only skills you approve.

Plain-English agent creation
Runs in chat or on triggers
Permission-scoped skills you choose

Ask AI

In-app AI assistant that routes requests to custom agents and automates tasks.

Natural language task automation
Routes to custom Agent Studio agents
Multi-step workflow execution

Save with AI Employee

Using AI heavily?

If you lean on AI every day, the add-on caps what you'll spend. Growth ($97/mo) includes a monthly usage allowance, and Unlimited ($147/mo) lifts the limits on Conversation AI, Voice AI, Content AI, and Reviews AI.

Learn about AI Employee

AI Employee Add-on

Cap Your AI Usage Costs

The AI features above are usage-based. If you run them every day, the AI Employee add-on caps what you'll pay. Pick the tier that fits, on any plan.

Growth

$97 /mo

A monthly usage allowance across Conversation AI, Voice AI, Content AI, and Reviews AI. Go beyond it and you're billed pay-per-use.

How the AI works

Train

Point Conversation AI at your business info so it answers and qualifies in your voice.

Deploy

Put AI to work across chat, voice, content, and reviews — built right into your CRM.

Scale

Add the AI Employee add-on — Growth or Unlimited — to cap your AI usage costs as your volume grows.

Common Questions

Frequently Asked Questions

Is AI included in every SMBcrm plan?

Yes. Built-in AI features like workflow AI actions and AI-powered appointment booking are included at no extra cost on every plan. Pay-per-use AI features (Conversation AI, Content AI, Reviews AI) are available on all plans and covered by your included usage credit. For heavier use, the AI Employee add-on adds a monthly usage allowance (Growth, $97/mo) or removes the limits entirely (Unlimited, $147/mo).

Do I need technical skills to use AI features?

Not at all. SMBcrm's AI tools are designed for non-technical users. The Conversation AI chatbot can be set up in minutes using your existing business information, and Content AI generates marketing copy with a single click.

What is the AI Employee add-on?

The AI Employee add-on comes in two tiers. Growth ($97/mo) gives you a monthly usage allowance across Conversation AI, Voice AI, Content AI, and Reviews AI; Unlimited ($147/mo) makes those four unlimited and adds generous Ask AI usage. Both are available on any plan, and Unlimited is included with Enterprise. Agent Studio and Super Agents (beta) aren't part of the add-on — they're available on every plan, billed pay-per-use at token rates.

Can the AI handle customer conversations automatically?

Yes. Conversation AI can respond to leads via SMS, web chat, and social media 24/7. It uses your business context to answer questions, qualify leads, and book appointments — escalating to your team only when needed.

How does AI-generated content work?

Content AI generates marketing emails, SMS messages, social media posts, blog drafts, and website copy based on your brand voice and business context. You review and edit before publishing — the AI accelerates creation, you keep full control.

What is AI Studio?

AI Studio is an AI-powered page and website builder that generates complete pages from text prompts, cloned URLs, or uploaded screenshots. You refine pages through conversational editing instead of manual drag-and-drop. It's currently available as a beta feature included at no extra cost on every plan.

Can I build my own AI agents in SMBcrm?

Yes. Agent Studio gives you two ways to build custom agents: Flow Agents, a visual step-by-step builder, and Super Agents (beta), which start from a plain-English prompt. Super Agents answer from your knowledge base, act through permission-scoped CRM skills, and run in chat or on triggers like a form submission or a new lead tag. Agent Studio is available on every plan and billed pay-per-use at token rates.

Explore More

60-day money-back guarantee

Ready to put AI Features to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

Get Started Schedule a Demo

60-day money-back guarantee

Full refund within 60 days if SMBcrm isn't right for you

No setup fees

Get started in minutes, we handle the heavy lifting

Cancel anytime

No long-term contracts, stay because you want to