SmartiPlans for business

SmartiStart

Perfect for small teams or early-stage businesses. Designed for teams looking for foundational support with CRM setup, light process optimization, or strategic planning.

✓ Up to 10 hours of consulting

✓ Salesforce/DYN365 setup & audit

✓ Lead pipeline structure

✓ One strategic roadmap session

Popular

SmartiMaster

Elevate your org with strategy, systems, and structure. Best for executive leaders and scaling teams needing deep change: revenue operations leadership, automation, strategic modeling, and advisory support.

✓ 40+ consulting hours

✓ Fractional Sales Ops leadership

✓ Board-ready reporting & KPI tracking

✓ CRM + CPQ + Finance workflow alignment

✓ VIP access for rush support

SmartiScale

Built to streamline, grow, and lead. Perfect for growing companies needing mid-level transformation—including CRM integrations, sales reporting, and team enablement.

✓ Up to 25 consulting hours

✓ Custom dashboards & reporting

✓ Salesforce + other tool integration

✓ Lead scoring & segmentation model

✓ Ongoing optimization plan