10 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 unlimited AI usage, the AI Employee add-on ($147/mo) removes all limits.

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 ($147/mo) makes Conversation AI, Voice AI, Content AI, and Reviews AI unlimited, plus unlocks exclusive tools like Agent Studio for building custom AI agents and Ask AI for instant data queries across your CRM.

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.

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

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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

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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 AIIncluded

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 AIIncluded

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 StudioBeta

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

Save with AI Employee

Using AI heavily?

If your monthly AI usage exceeds $147, the AI Employee add-on pays for itself — and unlocks unlimited Conversation AI, Voice AI, Content AI, and Reviews AI, plus exclusive tools like Agent Studio and Ask AI.

Learn about AI Employee

AI Employee Add-on — $147/mo

Unlock Unlimited AI

Get unlimited usage of core AI features plus exclusive access to advanced AI tools.

Unlimited Conversation AI

Unlimited Voice AI

Unlimited Content AI

Unlimited Reviews AI

Exclusive AI Employee Features

Agent StudioAI Employee

Build custom AI agents with a visual builder connected to APIs and knowledge bases.

Visual drag-and-drop agent builder
Connect APIs, knowledge bases, and tools
Deploy agents across channels

Ask AIAI Employee

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

Agent Studio and Ask AI are exclusive to AI Employee subscribers. Agent Studio custom model usage is billed at token rates.

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How It Works

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 for unlimited usage and custom agents 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 unlimited AI usage, the AI Employee add-on ($147/mo) removes all limits.

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 ($147/mo) makes Conversation AI, Voice AI, Content AI, and Reviews AI unlimited, plus unlocks exclusive tools like Agent Studio for building custom AI agents and Ask AI for instant data queries across your CRM.

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.

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60-day money-back guarantee

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

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60-day money-back guarantee

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

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