Living profiles
Keep contact details, notes, visits, messages, and activity together.
The customer record behind the work
Know the customer.
Keep the context.
Smiley connects visits, messages, bookings, notes, and marketing so your team—and Sam—can act with the full relationship in view.
YOU ASK
“Find members whose plan expires next month and have not rebooked.”
SMILEY ACTSCustomer segment assembled from live recordsOne useful list, ready for the next action
A CRM should remember the customer, not create more remembering for you.
The work, connected.
Each capability shares the same customer context. Use the tools directly, ask Sam to take action, or get help from our team.
See the whole platform Customer management
Fast search
Find customers by name, phone, tag, note, or the way they have interacted with the business.
Useful segments
Group customers by behavior and business context for service or outreach.
Connected action
Move from a customer record to messaging, booking, or a campaign without rebuilding the context.
You can use the software.
Or just ask Sam.
Tell Sam the business outcome in plain language. Smiley can use the connected tools and customer context to prepare the work.
OWNER
“Show me customers who bought gift cards but have not redeemed them.”
SAM
I found the matching customers. I can prepare a reminder next.
Bring us one workflow.
We’ll show you how Smiley can handle it with software, Sam, and people available when you need them.