Your CRM, Your Rules
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.
Personalized
Layouts
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, with limits that grow by plan and unlimited unique fields on Unlimited.
Custom Fields & Forms
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. Smackdab Payments is limited on Free Forever and fully available in Kickstart and higher.
Adaptable Workflows
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.
Kanban Views
Smackdab's Kanban views take inspiration from the best and elevate it to CRM greatness. Deal-card customization is available on earlier plans, while broader QuickLook card customization is available in Pro and higher.
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.
Dynamic Permissions
Control access with roles and permissions so the right people see the right information. Custom permission groups and hierarchy visibility rules are available in Pro and higher; deeper security controls like audit logs and access alerts are available on Unlimited.
Break Free from Boring CRMs
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! Questions?
We've Got Answers.
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, with configurable fields, layouts, modules, and permissions that adapt as your business evolves. Field, view, and layout limits grow by plan; custom entities start on Kickstart with limits, expand on Pro, and become unlimited on Unlimited. Advanced permissions are available in Pro and higher.
Can I create custom objects and modules that my business tracks?
Yes. Custom entities are available starting on Kickstart with one custom entity, Pro includes up to three, and Unlimited includes unlimited custom entities. You can define what data to track, how it is 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. Kanban card customization grows by plan: Free Forever and Kickstart support deal-card customization, while Pro and higher expand customizable QuickLook cards across more record types.
Can I create custom permission sets to control who has access to records?
Yes. Custom permission groups, hierarchy permission groups, and hierarchy record visibility rules are available in Pro and higher. Unlimited adds deeper security controls such as active session management, access alerts, password rules, IP restrictions, audit logs, and data-loss alerts.
What is a customizable CRM?
A customizable CRM lets a team adapt fields, views, workflows, permissions, and record types around the way the business actually sells, serves customers, and manages work.
BIG Enough for Enterprises, chill Enough for Solopreneurs
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.