CRM connected to your invoices and accounts
Know who your customers are, what you have quoted and what they owe, in the same system as your invoices and books.
Status: The CRM module is in development and is not yet available. It is included in the Full Business Management Pack and will switch on for those customers on release.
| Accounting Only | €15 |
| Payroll Only | €19 |
| Payroll & Accounting | €39 |
| Full Business Management Pack | €69 |
Why connect your CRM to your accounts?
A standalone CRM knows your leads but not whether they pay. When customer records, quotes, invoices and payments sit together, you can see the full relationship in one place instead of switching between tools and copying details.
How SMEPA solves it
One customer record
Contacts you invoice today already live in SMEPA, and the CRM builds on them.
Invoices and payments in context
See what each customer has been billed and has paid.
Part of the Full pack
The CRM is included in the Full Business Management Pack at €69 a month, excluding VAT.
Honest status
We would rather tell you it is coming than oversell it. Customer management and invoicing are available now.
Frequently asked questions
Is the CRM available now?
No. It is in development. Contacts and invoicing are available today.
Which plan includes it?
The Full Business Management Pack.
Can I try SMEPA now?
Yes. Start a 30-day trial of the live modules.
How will I hear about the release?
Trial and customer accounts are notified in the app and by email.
Try SMEPA free for 30 days.
No card needed. Set up in about ten minutes, import your team and run a test pay run before you commit.