Smartlink Basics CRM
Sales Pipeline & Team CRM
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
SmartLink Basics CRM brings your full sales pipeline to iPhone and iPad. Built as the mobile companion to crm.smartlinkbasics.com, it gives your team real-time access to deals, contacts, companies, and activities — wherever they are.
PIPELINE MANAGEMENT
View your deals in a visual kanban board on iPad or a stage-by-stage card list on iPhone. Filter by rep, value range, or stage. See deal health scores, next scheduled activities, and weighted pipeline values at a glance.
CONTACTS & COMPANIES
Search, sort, and filter your entire contact database. View deal history by company, track engagement, and add new contacts and companies on the go. Swipe actions make it fast to manage records in the field.
ACTIVITY TRACKING
Log calls, emails, meetings, and tasks directly from your phone. Filter by status, date range, assignee, or type. Never miss a follow-up with overdue activity alerts built into every deal card.
TEAM PERFORMANCE & COACHING
Compare rep activity, win rates, and pipeline contribution side by side. The coaching view surfaces deal velocity, close reasons, and activity gaps so managers can have more productive one-on-ones.
REPORTS & FORECASTING
Monthly revenue trends, deal aging analysis, win/loss breakdowns, and stage conversion funnels — all available without leaving the app. Set forecast targets per rep and track progress against goals.
AUDIT LOG & ADMINISTRATION
Pro plan users get a full audit trail of every CRM action. Manage pipeline stages, team roles, and organization settings directly from the app.
REAL-TIME SYNC
Every change syncs instantly with your SmartLink Basics web dashboard through Supabase. Data entered on the web appears on mobile and vice versa — no manual refresh needed.
FREE TO START
Start free with up to 2 users, 50 contacts, and 25 deals.
DESIGNED FOR iPHONE AND iPAD
A full kanban board with drag-friendly columns on iPad. A streamlined tab-based interface on iPhone. Dark mode support, customizable accent colors, and Face ID lock for sensitive data.
Companion app for SmartLink Basics CRM
Learn more at smartlinkbasics.com
Growth, Pro, and Team subscriptions automatically renew unless cancelled
Privacy Policy: https://www.smartlinkbasics.com/privacy
Terms of Service Policy: https://www.smartlinkbasics.com/terms
Ratings & Reviews
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Performance enhancements
The developer, SmartLink Basics, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- SmartLink Basics, LLC
- Size
- 7.8 MB
- Category
- Business
- Compatibility
Requires iOS 18.6 or later.
- iPhone
Requires iOS 18.6 or later. - iPad
Requires iPadOS 18.6 or later. - Mac
Requires macOS 15.6 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.6 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Team Annual $959.99
- Team Monthly $99.99
- Pro Annual $191.99
- Pro Monthly $19.99
- Growth Annual $95.99
- Growth Monthly $9.99
- Copyright
- © SmartLink Basics, LLC