Why settle for a one-size-fits-all CRM when you can have one that’s as unique as your business? Smackdab gives you the power to customize everything - from workflows to dashboards - so it fits your needs like a glove. Tweak, tailor, and transform your CRM experience to match your style, processes, and goals.
No more cookie-cutter fields or boring layouts. With Smackdab CRM customization, you can create custom fields, views, and layouts that fit your team’s style. Want a unique contact info section? Done! Need custom views for different teams? Easy. Smackdab lets you personalize your CRM to match your needs.
Smackdab’s Custom Fields lets you organize your data exactly how you want. With unique Field Groups, you can combine related fields - like Phone Type, Phone Number, and a Primary checkbox - into one simple entry. And the best part? You don’t need any special skills to create these custom setups.
Now that your schedule is sorted, it’s time to close the deal. Instantly create quotes, process invoices, and manage recurring payments - all connected directly to your CRM. It’s all in sync, making your workflow smoother than ever.
Customize task and project workflows to fit your unique process. Whether you’re a solopreneur or managing an enterprise, Smackdab adjusts to how you work best.
Smackdab’s Kanban views take inspiration from the best and elevate it to CRM greatness. Fully dynamic and customizable, you can add pictures, assign colors, and include data and action buttons that keep your workflow smooth and visually engaging.
It’s not just a feature – it’s one of our standout innovations. Built to impress and designed to make managing tasks, leads, and projects a breeze.
Control access at every level. Assign specific roles and permissions to ensure the right people see the right information, all while keeping sensitive data secure.
With Smackdab, you call the shots! CRM customization is built right into the heart of our platform, so you can tweak and twist everything to match your business vibe. From personalized workflows and layouts to custom dashboards and fields, Smackdab adapts to your needs – no awkward fits here!
Make It Yours!
Do I need technical skills to customize Smackdab?
Not at all! Smackdab is user-friendly and doesn’t require coding skills to customize. Our platform is designed with ease of use in mind, so anyone can tailor it to their needs.
Can I make changes to the system as my business grows?
Absolutely. Smackdab is built to grow with you—offering fully customizable fields, layouts, modules, and permissions so you can adapt the system as your business evolves. Whether you’re scaling your team, shifting workflows, or expanding services, Smackdab gives you the flexibility to make changes without relying on third-party tool
Can I create custom objects and modules that business tracks?
Yes, Smackdab lets you create fully custom objects and modules tailored to your unique business needs. You can define exactly what data to track, how it’s structured, and how it connects to the rest of your system—no coding required.
Can I customize what data is shown in the Kanban cards?
Yes, you can fully customize the data shown on Kanban cards in Smackdab. Choose which fields appear, how they’re organized, and even tailor the layout by team or workflow—so everyone sees exactly what matters most at a glance.
Can I create custom permission sets to control who has access to records?
Yes, Smackdab offers custom permission sets on select plans, allowing you to control who can view, edit, or manage specific records, fields, or modules. You can tailor access by role, team, or individual user—so the right people have the right level of access as your organization scales.
Whether you’re just starting or managing a Fortune 500 company, Smackdab scales with your needs. Adjust layouts, reporting structures, and data organization as you grow.