See it in action.
A screen-by-screen walkthrough of SMB Manager. No signup required — just scroll.
Companies and contacts at a glance
Every company record carries its contacts, services, and history. Search across companies and contacts from anywhere in the app.
Your team, managed in one place
Employee profiles with titles, contact details, and org membership. Role management scoped to your organization.
A service catalog you define
Name what you sell, price it, and categorize it once. Reusable across every customer record.
Connected tools that share context
SMB Manager is the identity and entitlement layer for the suite. Tools register via the admin panel with a one-time API key.
Bring your existing data
CSV and bulk import for companies and contacts. Validation before anything is committed, and re-runs are idempotent.
Authentication built right
Session-based login, hashed tokens, CSRF on every mutation. Built so it can be swapped for OAuth2 later.
