Boost efficiency with a CRM for accountants.

Ready to stop chasing down clients so you can do your job? Want to convert leads into clients more easily? Smackdab’s simple-yet-powerful automation + CRM cuts down on busywork so you can focus on billable work.

15-day free trial · No credit card required

Thoughts from Our Customers

Discover how our customers are advancing their businesses and prospering

Jenny Wilson

Before Smackdab, we were constantly juggling customer data from multiple systems. Now, everything is in one place, and our team is more connected than ever.…

Jenny Wilson Co-Founder of
Jenny Wilson

“Smackdab has completely transformed how we manage customer follow-ups. We’re able to track every interaction and stay ahead of our client's needs.” – Mike, Business…

Jenny Wilson Co-Founder of

Smackdab’s CRM + marketing automation helps you

With Smackdab in the middle, drive productivity and collaboration at scale, turning goals into achievements with ease.

Marketing Platform

Drive conversions with multi-channel campaigns and marketing automation.

Customer Data Platform

Activate multi-channel strategies using unified data in your marketing and sales efforts.

Messaging API

Send all your transactional messages instantly, and securely with 99.9% uptime.

Web and mobile push

Ignite interest and catalyze conversions with web and mobile push notifications.

Wallet

Connect easily with your customers via their integrated Apple and Google wallets.

Retail & e-commerce

An easy-to-use commerce solution to create a personalized buying experience.

Data security & privacy

Multi-layered data security framework ensures our products and your data are secure.

Dedicated customer support

24/7 support with 1 hour guaranteed response times and a dedicated success manager.

Sub-account management

Manage multiple business units, billing, and users from one place.

Simplify tax season with Smackdab's CRM.

  • Easily collect important information from leads and clients
  • Automate follow-up so you can focus on billable work
  • Know where every lead and client is in the process
  • Nurture client relationships throughout the year

Easily collect key info from leads and clients.

Save time by automating repetitive tasks like lead capture and follow-up so you can focus on your business.

Easily collect key info from leads and clients.

Save time by automating repetitive tasks like lead capture and follow-up so you can focus on your business.

Easily collect key info from leads and clients.

Save time by automating repetitive tasks like lead capture and follow-up so you can focus on your business.

Easily collect key info from leads and clients.

Save time by automating repetitive tasks like lead capture and follow-up so you can focus on your business.

Don’t take our word for it. Try Smackdab for yourself.