The all-in-one CRM that automates the busy work.
Stop juggling repetitive tasks and start focusing on your customers. WealSmart is the intelligent, all-in-one SaaS platform designed to help North American SMBs work smarter, not harder.
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Turn raw data into smart decisions. Our AI-driven analytics help you understand customer needs before they ask.
From follow-up emails to invoicing, let WealSmart handle the routine so you can be the hero for your clients.
A clean, modern workspace that requires no training. Powerful tools wrapped in a friendly, easy-to-use design.
Stop chasing payments. Create professional quotes and invoices in seconds, and let our automated system handle the follow-ups so you get paid faster.
Keep your team in perfect rhythm. Share files, updates, and feedback directly in the project view, eliminating the chaos of scattered emails.
Whether you’re a team of one or one hundred, WealSmart grows with you. Securely manage unlimited leads and data without ever outgrowing your platform.
WealSmart turns your client, project, and sales data into simple, colorful dashboards. Track revenue, active projects, open invoices, and team performance at a glance — so you always know what’s working and what needs attention.
Start Free 14-Day TrialTrigger follow-ups, tasks, and notifications based on what happens in your connected tools. When a payment is received, a deal is won, or a form is submitted, WealSmart keeps your team in the loop automatically.
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No hidden fees. Just smart tools to help your business grow.
Up to 5 staff
2,000 contacts
Pipeline CRM for clients, leads & deals
Projects, tasks & basic automations
Everything in Launch – Core CRM
Up to 10 staff
10,000 contacts & 2,000 invoices
Advanced pipelines & sales stages
Everything in Growth – Automation CRM
Up to 25 team users
Up to 5 workspaces per account
Advanced reporting & permissions
When you choose our CRM software, you gain access to a team of dedicated professionals who are committed to your success.
Creative Product Designer
Head of Design
Head Of UX
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