Customer Management
Maintain customer profiles, service history, transactions and documents in one place.
Manage customers, billing, expenses, CRM, HR, payroll, reminders and reports from one secure cloud workspace.
Tools already designed around the daily work of a growing business.
Maintain customer profiles, service history, transactions and documents in one place.
Create professional invoices, record collections and keep receivables organized.
Record expenses and review business spending with clear financial summaries.
Keep customer relationships, follow-ups and service activities organized.
Manage staff, attendance, leave and salary processing from the same workspace.
Track insurance, licence, tax, payment and other important renewal dates.
Use date-based reports and summaries to understand business performance.
Access your business system online with controlled multi-user access.
Flexible workflows for service businesses, shops and growing teams.
Customers, services, billing, documents and reminders in one workflow.
Bring customers, sales, expenses and reports together.
Manage clients, service records, invoices and follow-ups.
Give staff the access they need while keeping business data controlled.
Create your workspace, configure your business and start managing operations.
Create your business account.
Add services, staff and customers.
Run your daily operations online.
Clear pricing can be displayed here before online subscription and payment are enabled.
Explore the SmartDesk ERP workspace before selecting a paid subscription.
Paid-plan pricing, billing frequency, taxes and applicable cancellation/refund terms should be shown before a customer completes payment.
SmartDesk uses account authentication and business-level access controls. Payment information should be handled by the supported payment provider rather than stored as raw card data in the ERP.
SmartDesk ERP is a cloud-based business management platform designed to bring customer management, billing, expenses, CRM, HR, payroll, reminders and reports into one workspace.
It is built to make everyday business operations easier to organize, track and manage.
SmartDesk ERP is a cloud-based business management platform for managing everyday business operations.
The current SmartDesk offer provides a 14-day trial, subject to the applicable registration and trial terms.
No. SmartDesk ERP is designed to work through a modern web browser.
Yes. The ERP supports business users with controlled access according to the roles configured for the workspace.
When online subscriptions are enabled, payment processing should be completed through the supported payment gateway and its applicable terms.
Create your account or continue to your existing SmartDesk workspace.