smith Reviews

I can't overstate how much the AI automations have changed our workflow. We set up a lead qualification system that scores prospects, routes them to the right team member, and triggers personalized outreach — all automatically. Our sales cycle shortened by 35%.

Smith does a great job consolidating multiple tools into one platform. We canceled Mailchimp, Calendly, and our old CRM. The AI features are impressive and the automations save us real time. Docking one star because the mobile app could use some polish — it's functional but not as smooth as the desktop experience. Still, highly recommend.

Great platform for agencies. We manage 30+ clients through Smith and the multi-workspace management is excellent. The AI chatbot has saved us countless hours. Only complaint is that bulk actions could be faster when managing large contact lists. But the team is responsive to feedback.

Migrating from ActiveCampaign + Pipedrive + Twilio to Smith was the best business decision of 2026. Single login, unified data, consistent experience. My team stops context-switching and starts actually working. Revenue is up 31% and overhead is down.

Smith's workflow automations are insanely powerful. We built a complete client lifecycle pipeline — from lead capture to onboarding to ongoing nurture — in a single afternoon. What used to require Zapier + 6 other tools now runs natively in Smith. Faster, more reliable, and way easier to manage.

Smith handles 90% of what we need perfectly. The CRM is intuitive, the phone system is crystal clear, and the automations work flawlessly. The remaining 10% — mainly around advanced reporting and some niche integrations — keeps it at 4 stars. But honestly, no platform does everything perfectly.

What impressed me most was the migration support. Their team helped us move everything from our old CRM — contacts, deals, email templates, automations — in under 48 hours. No data loss, no broken workflows. I've never experienced this level of care from any software company.

It's fine. Not bad, not amazing for my needs. I think the hype set my expectations too high. I was expecting it to magically transform my small bakery's operations, but at the end of the day, I'm a baker, not a marketer. The tools are there but I don't have the time or knowledge to use them properly. Probably my fault more than theirs.

Smith handles 90% of what we need perfectly. The CRM is intuitive, the phone system is crystal clear, and the automations work flawlessly. The remaining 10% — mainly around advanced reporting and some niche integrations — keeps it at 4 stars. But honestly, no platform does everything perfectly.

Smith's onboarding was the smoothest I've experienced with any business software. Clear walkthrough, helpful tooltips, and their support team proactively reached out to make sure we were set up correctly. Within 3 days, we had our entire operation migrated and running smoothly.

Smith's AI content generation for email campaigns is mind-blowing. It analyzed our past campaigns, identified what worked, and now generates copy that consistently outperforms what our copywriter produces. And it does it in seconds, not days.

The API and integration options are fantastic. We connected Smith with our existing tools seamlessly, and for anything custom, their developer docs are clear and comprehensive. Our dev team had our custom integration running in under a day.

As someone who manages 200+ client accounts, Smith's multi-account management is a godsend. I can switch between client workspaces instantly, each with their own automations, chatbots, and pipelines. No other platform handles agency operations this elegantly.

As someone who manages 200+ client accounts, Smith's multi-account management is a godsend. I can switch between client workspaces instantly, each with their own automations, chatbots, and pipelines. No other platform handles agency operations this elegantly.

Smith's AI content generation for email campaigns is mind-blowing. It analyzed our past campaigns, identified what worked, and now generates copy that consistently outperforms what our copywriter produces. And it does it in seconds, not days.

Our nonprofit switched to Smith and it transformed our donor management. Automated thank-you sequences, AI-powered outreach for campaigns, and a CRM that actually tracks relationships meaningfully. We've increased donor retention by 28% since switching.

Smith's AI content generation for email campaigns is mind-blowing. It analyzed our past campaigns, identified what worked, and now generates copy that consistently outperforms what our copywriter produces. And it does it in seconds, not days.

I was skeptical about another 'all-in-one' platform because I've been burned before. But Smith delivers on every single promise. The CRM is robust, the chatbots are smart, the phone system is reliable, and the automations actually save time. This isn't vaporware — it's the real deal.

Four stars because while Smith is excellent in most areas, the email template builder — while good — doesn't quite match the flexibility of dedicated email tools like Mailchimp. That said, the AI content suggestions and send-time optimization more than compensate. It's a very strong platform overall.

Smith's AI phone system is next level. It handles appointment scheduling, answers FAQs, and routes complex calls to the right team member. We used to have a full-time receptionist for this. Now Smith handles it better than any human could, 24/7/365.