--- title: SmartDesk Reviews meta_title: 'SmartDesk Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SmartDesk works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2025-10-31' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # SmartDesk Reviews **Vendor:** SmartDeskCRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About SmartDesk SmartDesk is a cloud-based CRM software as a service for companies that need to manage marketing campaigns, sales teams and customer service inquiries. Scalable for teams from 1 to 1,000, SmartDesk offers enterprise features at entry level pricing. ## SmartDesk Reviews ### 1. Exactly what we were looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Steve P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2023 **What do you like best about SmartDesk?** We are a smaller organization without dedicated, expert resources to put against our CRM efforts. We cycled through some of the better-known platforms but found they were not a great fit for where we are as an organization, either because they were not economical or their customer service was terrible. SmartDesk has been perfect for us in both regards. The pricing scale sup and down with our usage, but we maintain full functionality. And personal help is always available when we need it. **What do you dislike about SmartDesk?** SmartDesk has an aggressive product roadmap, and some of the functionality we would like has not been available yet. But even over the short time we have worked with them, we have seen platform improvements. It is great to know that SmartDesk will continue to evolve with our business. **What problems is SmartDesk solving and how is that benefiting you?** We needed a solution that would be easy to use now, when we are relatively unsophisticated in our needs and expertise, but grow with us. The onboarding in particular was awesome. ### 2. A great CRM and marketing package!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Brian R. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about SmartDesk?** We really needed a fairly comprehensive solution that handled CRM, marketing and customer support. We love what we have found with SmartDesk CRM! **What do you dislike about SmartDesk?** Like any new software solution, it takes a little time to learn, but we managed to adapt to it quickly and get great value out of it. **What problems is SmartDesk solving and how is that benefiting you?** It allows us to manage our website leads with integration directly into our site. It also allows us to manage our sale pipeline and our customer support issues. - [View SmartDesk pricing details and edition comparison](https://www.g2.com/products/smartdesk/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+09%3A11%3A46+-0500&secure%5Bsession_id%5D=ad984679-64e9-456c-bb3c-95a8d4e7bc52&secure%5Btoken%5D=ae542dc707dbd20a6ac384d25a1bf688813348183fd2e6c82cfab7669e1c4914&format=llm_user) ## SmartDesk Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top SmartDesk Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews)