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Smart Business 360
Business Growth Platform for Modern Businesses
Smart Business 360 is a business growth platform for modern businesses — connecting sales, finance, people, projects, and inventory so your team spends less time switching tools and more time moving work forward. Built for SMEs, real estate, and construction with WhatsApp Leads Inbox, double-entry accounting, and automation included.
Leads Inbox
Connected modules
Role-based security
Multi-company
Company Dashboard
Acme Corporation – Overview of sales and pipeline.
The problem
Running a business shouldn't mean managing dozens of disconnected tools.
Teams lose time switching between CRM, accounting, HR, inventory, and operations. Data gets duplicated, follow-ups slip, and leadership never sees one source of truth.
CRM and ERP integrated software that brings sales, finance, people, stock, and delivery together — a complete ERP software solution for digital transformation.
What you can achieve
Business outcomes, not just modules
Start with the result you need. Each area connects to verified Smart Business 360 capabilities — CRM, finance, HR, projects, inventory, and automation.
Grow Sales
Capture leads from WhatsApp and social channels, manage customers, track pipeline stages, and improve follow-ups.
CRM & Leads InboxKnow Your Numbers
Double-entry accounting, payments, receipts, ledgers, trial balance, and profit & loss in one finance layer.
Accounting & reportsManage Your Team
Employees, attendance, leave, payroll, and performance — connected to company operations.
HR & payrollRun Projects
Construction milestones, procurement, GRN, feasibility studies, and engineering documentation.
Construction docsManage Property Sales
Properties, plots, bookings, installment payments, and dealer commissions in one workflow.
Real estate docsAutomate Workflows
Approval chains and trigger-condition-action rules when business events occur.
Automation docs
Industries
Built for how your business operates
Industry depth where the product supports it — without forcing a one-size-fits-all module list.
Real Estate
Manage properties, plots, bookings, payments, dealers, and customer relationships from one connected platform.
Real Estate CRM solutionConstruction
Manage projects, milestones, procurement, GRN, and feasibility studies alongside finance and teams.
Construction managementSales & CRM
Capture leads, manage conversations in a shared inbox, and move opportunities through your pipeline.
WhatsApp & social CRM
Why switch
One platform instead of disconnected tools
Teams often run CRM, spreadsheets, accounting, and operations in separate systems. Smart Business 360 connects those workflows so data and decisions stay in one place.
- Centralized operations — sales, finance, HR, and projects share one company context.
- Connected modules — leads, bookings, vouchers, and inventory post into finance when configured.
- Better visibility — dashboards and reports across CRM, finance, and operations.
- Less fragmentation — WhatsApp, Messenger, and Instagram in one Leads Inbox.
Differentiation
More than a module list
Connected business operations
CRM, finance, HR, inventory, and vertical workflows in one multi-company platform.
Social & messaging CRM
WhatsApp Business API inbox with chat-to-lead and team collaboration.
Industry workflows
Real estate installments and construction project controls — not generic ERP only.
Governance & automation
RBAC permissions, approval chains, and automation rules when events occur.
Trust
Built for serious business operations
Security, documentation, and support structures are part of the product — not afterthoughts.
Role-based permissions, company-scoped data, and audit-oriented administration. Security overview
74-article documentation portal with setup guides for CRM, integrations, and administration. Open docs
Approved customer quotes and case studies can be added here. Contact us to share your story.
Explore solutions
Verified capabilities by area
Drill into modules when you need detail — CRM, finance, HR, real estate, construction, inventory, and marketing.
CRM client management & pipelines
Lead management system with lead scoring software, sales pipeline management, contact management, and CRM automation — plus full contact history.
- Consolidate leads from Facebook, Instagram, TikTok, and WhatsApp
- Score quality, auto-assign reps, and forecast the pipeline
- Shared inbox for WhatsApp, Messenger, and Instagram Direct
- One-click chat-to-lead with full thread history
Double-Entry Finance
Customizable chart of accounts, auto-generated journal vouchers, general ledgers, trial balances, and full financial automation.
- Auto vouchers for sales, payments, and receipts
- Real-time Trial Balance and P&L
- KPI dashboard, balance sheets, and tax ledgers
- Multi-company consolidation with AI powered analytics
HR & Payroll
Cloud HRMS software for human resource management: attendance and leave management, payroll, and employee performance in one employee management software.
- Attendance management software with biometric check-ins
- Fingerprint attendance machine and face recognition biometric attendance system support
- Leave management system with audit-ready history
- Payroll management software with deductions, bonuses, and automated HR payroll runs
Real Estate & Property
Plot allocations, installment payment plans, agent bookings, dealer commissions, and ownership transfers for property businesses.
- Plot allocations and inventory of units
- Customer installment plans and receipts
- Agent bookings and dealer commissions
- Ownership transfers in one workflow
Projects & Construction
Project planning, milestone tracking, team collaboration, construction scheduling, and budget management for construction companies.
- Plans, schedules, and milestone tracking
- Team collaboration on execution work
- Construction budgets against progress
- Visibility from site work to finance
Inventory & Warehouse
Stock adjustments, multi-location tracking, physical counts, GRN processing, and supplier billing with real time reporting across warehouses.
- Multi-location stock and valuations
- GRN processing and supplier bills
- Physical counts and adjustments
- Low-stock alerts across warehouses
Marketing Hub
Digital campaigns, lead capture software, ROI attribution, audience analytics, and CRM sales and marketing automation.
- Digital campaigns with channel capture
- ROI attribution back to the pipeline
- Audience analytics for spend decisions
- Automation from campaign to sales follow-up
Also included: Support Helpdesk with SLA tracking, Financial Reports, Approvals Engine, and a unified Leads Inbox.
AI-powered
From inbound lead to the next best action
AI ERP software already in the platform: score leads from channel and response time, estimate deal value, then recommend follow-up — without leaving CRM.
01
Lead
Capture from WhatsApp, ads, or walk-in into a single CRM record.
02
AI Analysis
Review channel source, history, and how fast the team responded.
03
Lead Score
Automatic scoring for estimated deal value and lead quality.
04
Recommendation
AI-driven recommendations surface on real-time dashboards.
05
Action
Assign, follow up, or revive stale leads still sitting in the inbox.
Integrations
Connect ERP & CRM with your business tools
Seamless integrations with popular marketing, advertising, and communications platforms — digital transformation software that connects to the tools you already use.
WhatsApp
Facebook
Instagram
Google
LinkedIn
TikTok
Twilio
Meta Ads
YouTube
Snapchat
𝕏X
SendGrid
SMS
Messenger
Business phone and virtual calling via Twilio — a small-business phone system with call management for the whole team.
Why Smart Business 360
Why companies choose this platform
AI-Powered ERP Software
Machine learning for lead scoring, sales forecasting software, and recommendations inside the ERP.
Enterprise Security
4-tier RBAC, key permissions, and Segregation of Duties (SoD).
Security & RBAC detailsMulti-Tenant
Manage multiple companies with complete data isolation and security.
Mobile Ready
Access data anywhere with a mobile-optimized, fully responsive design.
Automation
Multi-level approvals, NOC authorities, and trigger-condition-action rules.
Real-Time Analytics
Instant sync across modules with live KPI dashboards and intelligence views.
Resources
Official documentation & guides
Step-by-step documentation for administrators, managers, and agents.
Documentation
Browse the full library of user manuals, API docs, and platform guides.
Open portalGuides
Setup for users and roles, WhatsApp API, inbox, and multi-company administration.
View guidesFAQs
Answers on multi-tenancy, security, training, WhatsApp, and pricing.
Read FAQsBlog
Expert perspectives on business software, CRM, and cloud operations.
View articles
FAQ
Frequently asked questions
What is a multi-tenant platform?
Multi-tenancy allows multiple organizations to use the same software instance while keeping their data completely isolated and secure. Each company has its own dedicated environment with custom settings.
Can it handle multiple companies?
Yes, our system is built specifically for conglomerates and multi-company operations, providing centralized control with complete data separation between companies.
Is training provided for my team?
Absolutely. We provide comprehensive onboarding training, documentation, and 24/7 technical support for all our clients.
How secure is my data?
Smart Business 360 uses role-based access control, company-scoped data, audit-friendly administration, and secure cloud hosting. See our security overview for permission models and governance details.
Can I customize the modules?
Yes, our platform offers extensive customization options including custom fields, workflows, reports, and dashboards to match your unique business processes.
Does Smart Business 360 include WhatsApp Business API?
Yes. Our platform includes a built-in WhatsApp Business API inbox that lets your team handle live customer chats, send pre-approved templates for follow-ups, and trigger automated booking or payment alerts — all without leaving the system.
What is the pricing model for the ERP platform?
Starter is $49/month (10 users), Business is $99/month (20 users), Professional is $199/month (50 users), and Enterprise starts at $399/month (unlimited users). Each subscription includes one company. Every plan includes a 14-day free trial. See Pricing for plan details.
What is ERP software?
ERP software is an enterprise resource planning system that unifies finance, CRM, HR, inventory, and operations in one database. Smart Business 360 is cloud-based ERP software for small business — a complete ERP software solution rather than disconnected tools. Read the full guide: What is ERP software.
What is a cloud-based ERP system?
A cloud-based ERP system runs in the browser with no on-premise servers. Smart Business 360 is cloud-based ERP software: multi-tenant, accessible anywhere, and designed as cloud ERP for small business and cloud business software for SMEs.
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One Platform. Your Entire Business.
Bring CRM, Finance, HR, Operations and more together in one powerful platform.