SMBcrm CRM & Marketing Platformv0.1.0

A real estate agency wants to automatically qualify incoming leads from their website forms and route them to the appropriate agent based on property type and location. Using SMBcrm workflows with custom fields and conditional logic, leads can be tagged, assigned tasks, and notifications sent to agents without manual intervention.

An online retailer needs to sync orders from their e-commerce platform to SMBcrm, create opportunities for high-value purchases, and trigger follow-up workflows. Using Private Integration Tokens with REST API v2, order data can be pushed to SMBcrm, creating contacts and opportunities while triggering automated thank-you emails and review requests.

A consulting firm wants to automate appointment scheduling, reminders, and follow-up tasks. Using SMBcrm's calendar API with workflow triggers, appointments can be automatically created from booking forms, reminders sent via email/SMS, and follow-up tasks assigned to consultants based on appointment outcomes.

A marketing agency needs to track campaign performance across multiple channels and automatically update opportunity stages based on engagement. Using custom webhooks from email platforms and social media tools, engagement data flows into SMBcrm where workflows update contact scores and move opportunities through the pipeline.

A SaaS company wants to deploy an AI assistant that can access customer data to answer support questions. Using MCP integration with Private Integration Tokens, the AI assistant can securely retrieve contact information, recent conversations, and open tickets to provide contextual support without exposing sensitive data.

Businesses offering monthly or annual subscription services can use SMBcrm workflows to automate onboarding sequences, payment failure handling, and renewal reminders. The Payments API integrates with subscription management while workflows trigger personalized communication based on subscription tier and usage patterns.

Consulting firms and agencies can automate proposal creation, project tracking, and client communication. Opportunities track project stages while workflows automate follow-up tasks, milestone notifications, and invoice generation through the Invoices API when project phases are completed.

Online retailers can sync product catalogs using the Products API, automate abandoned cart recovery, and track customer lifetime value. Workflows trigger post-purchase sequences while the Opportunities API manages sales pipelines for high-value B2B customers.