Every feature in SMARTWholesaler works together — six automated CRM actions, an on-demand AI assistant, and nightly intelligence reports that tell you what to do next.
AI reads every inbound message or call and executes six CRM actions in a single pass — reply draft, stage move, note, task, tag update, and custom field write.
See all actions →Ask anything about your pipeline in plain language. Get ranked call lists, full contact intelligence, semantic search, message drafts, deal health flags, and buyer matches — in structured decision cards.
Meet the assistant →Every evening, a full briefing lands in your inbox — leads ranked by urgency, all six CRM actions summarized, drafts shown inline, and a weekly business review with performance trends and recommendations.
See sample report →CRM SMART-Actions, Executive Assistant, and SMART Reports are included in every SMARTWholesaler plan. No add-ons. No tiers per feature.
See pricing →