For Service Providers
Sell more services with Brazil's first SmartCRM IA in Brazil
Manage customers, automate proposals, qualify leads and close more contracts with AI. The complete solution for service providers.
We serve the main types of service providers
SmartCRM IA was developed to understand the reality of those who sell services — from first contact to after-sales service.
Accounting Firms
Manage clients and tax obligations, automate document delivery reminders, control contract renewals and use AI to identify additional service opportunities.
*Some applications depend on integration with your company's management systems
Advisory & Consulting
Manage projects and clients, automate proposal follow-ups, control hours and deliverables and use AI to qualify leads and identify contract expansion opportunities.
*Some applications depend on integration with your company's management systems
Marketing Agencies
Manage campaigns and clients, automate performance reports, control deadlines and deliverables and use AI to identify upsell and cross-sell opportunities.
*Some applications depend on integration with your company's management systems
Medical & Dental Clinics
Manage appointments and patients, automate appointment reminders, control returns and treatments and use AI to increase patient retention rate.
*Some applications depend on integration with your company's management systems
Real Estate & Insurance Brokers
Manage buying, selling and rental leads, automate proposal follow-ups, control contract renewals and use AI to qualify buyers and tenants.
*Some applications depend on integration with your company's management systems
Law Firms
Manage clients and cases, automate deadline reminders, control fees and use AI to identify new legal service opportunities.
*Some applications depend on integration with your company's management systems
Product/Service Franchisors
Manage franchisees and territories, automate campaign communications, control performance by unit and use AI to identify franchisees with declining results.
*Some applications depend on integration with your company's management systems
Your segment can also grow
SmartCRM AI adapts to any type of service provision. Schedule a demo and see how we can customize the solution for your company.
SmartCRM IA use cases
Tools in one platform
Investment reduction
The first SmartCRM IA in Brazil
Service providers that trust SmartCRM AI by LeadFinder
Meet some service companies that are closing more deals and retaining more clients with SmartCRM IA
Win and retain more clients with intelligent automation
See below how our SmartCRM IA facilitates your company's sales journey
Set up stages and define actions to be executed automatically in the funnel (email, WhatsApp, calls, lead scoring, etc.). AI runs each action in sequence and also guides your team step by step through the sales process.
What is the difference between a SmartCRM and a conventional CRM?
It's not just a CRM. It's a new concept that integrates prospecting and AI-powered funnel automation.
Conventional CRM
(Pipedrive, HubSpot, Salesforce and others)
✓ What it does well:
- Organizes customer data
- Manages visual pipeline
- Basic automation
✗ Limitations:
- ✗Leads must be imported manually
- ✗Manual prospect qualification
- ✗Generic outreach, no personalization
- ✗Requires multiple integrated tools
SmartCRM IA
✓ Everything integrated for services:
- Native lead generation (inbound and outbound) (27M companies)
- Automatic qualification by AI
- Lead and customer data analysis at scale
- Intelligent automation of tasks
- Digital team supporting your sales team of tasks
- Digital team supporting your sales team
One sales solution. Everything integrated. Real results.
7 days free · No credit card required
Everything you need to sell with SmartCRM IA
An integrated sales solution combining CRM + Lead Generation + AI Funnel Automation. No need for multiple tools.
Intelligent CRM
Manage your pipeline with AI. Lead IA as an intelligent assistant that executes tasks, guides your commercial strategy and acts as a customer service assistant.
- Visual kanban pipeline
- Integrated AI assistant
- Multichannel communication
AI Agents working for your business 24/7
SmartCRM AI intelligent assistants that execute tasks, qualify leads, close contracts and serve customers automatically.
Execute CRM tasks
Your team will have the support they need in sales funnel activities and flows, from prospecting to post-sales
Handle customer service
Your prospects and customers will be served at any time or day of the week through humanized AI service.
Monitor behaviors
Increase engagement with your lead and customer base by monitoring behavioral tracking insights for each one.
Your team will have the support they need in sales funnel activities and flows, from prospecting to post-sales
Why service providers choose SmartCRM AI
How we will make a difference in your service business
A complete integrated sales solution
No need for multiple tools. CRM, proposals and automation in one place.
Measurable results
Increase your proposal conversion rate, reduce the sales cycle and scale your revenue.
AI in practice supporting your business
AI features customized for the Brazilian services market. A true commercial assistant.
Dedicated support in Portuguese
Specialized support team in Portuguese, with assisted implementation and training for your team.
What our customers say
Real service providers sharing real results
"SmartCRM increased our productivity by 40%. The AI assistant saves hours of manual work every day."
Eduardo Romanino
CEO | Procfy Gestão Financeira
+40% produtividade
"Finally a sales solution that integrates everything. Before we used 5 different tools. Now it's just SmartCRM IA."
Volmir Pagno
Diretor Comercial | Leigado Software
5 ferramentas em 1
"CRM with lead generation accelerated our funnel, with quality leads and AI-powered automated prospecting."
Rodrigo Bottoli
Gerente Comercial | Precisa Sistemas
+60% leads qualificados
How service providers are growing using SmartCRM IA
Specific solutions for the unique challenges of those who sell services
Intelligent Qualification
Lead Agent automatically qualifies prospects based on ICP criteria, reducing qualification time by 75%.
- Automatic lead scoring
- Enrichment with SmartBASE
- 60% CAC reduction
Result: +50% productivity
Multi-channel Communication
Centralize relationship actions with prospects and clients across multiple channels. VoIP, SMS, email and chat integrated.
- Integrated VoIP
- SMS and email
- Customer service chats
Result: +40% response rate
Build Sales Methodologies
Implement methodologies like ABM, Spin Selling, Predictable Revenue and other prospecting and conversion strategies.
- ABM (Account-Based Marketing)
- Spin Selling
- Predictable Revenue
Result: +80% win rate on target accounts
Accelerated Sales Cycle
Reduce sales cycle from 90 to 60 days. Intelligent automation of follow-ups and identification of buying signals.
- Automatic follow-ups
- Real-time buying signals
- Automatic prioritization
Result: -33% cycle, +40% conversion
Qualification Time
Response Rate
Acquisition Cost
Monthly Pipeline
Choose the best option for your company
Flexible plans for every stage of your business growth. Customize your plan according to your needs.
SmartCHATManage and centralize your message service
Starting from
+ implementation setup
Centralize your service from multiple channels
AI-powered service assistants
Manage all your conversations
Included in this plan
*The initial monthly value of the SmartCHAT plan starts at R$ 99.00 and includes up to 03 agents, 5000 message sends.
SmartBASESearch and find information on companies across Brazil
Starting from
Zero setup
Updated company data
Excel spreadsheet download
Custom filters
*The initial monthly value of the SmartBASE plan starts at R$ 199, considering up to 01 user, access to 1000 CNPJs and R$ 100 in enrichment credits.
StartCRMCRM + Lead Generator to boost your sales funnel
Starting from
+ implementation setup
Full CRM to manage multiple commercial funnels
Lead and prospect generation
Results monitoring dashboard
Included in this plan
*The initial monthly value of the StartCRM plan starts at R$ 399, considering up to 03 users, 5000 message sends, SmartBASE access for 1000 CNPJs.
SmartCRMCRM + Lead Generator + Commercial funnel automation
Starting from
+ implementation setup
Commercial funnel automation
Message management features
Integration API
Included in this plan
*The initial monthly value of the SmartCRM plan starts at R$ 599, considering up to 03 users, 5000 sends, 01 WhatsApp connection, SmartBASE access for 1000 CNPJs.
SmartCRM IACRM + Lead Generator + AI commercial funnel automation
Starting from
+ implementation setup
AI Digital Team creation
Smart Actions executed by AI
Strategic Insights generation
Included in this plan
*The initial monthly value of the SmartCRM IA plan starts at R$ 799, considering up to 03 users, 5000 sends, 01 WhatsApp connection, 1000 AI interactions, SmartBASE access for 1000 CNPJs.
Customize resources and see the price in real time
Build Your Plan
Choose your base plan
Customize resources
Commitment period— discount on setup
4. Pacote de suporte— opcional, adicione ao seu plano
SmartCRM IA
R$ 799,00/mo
CRM + AI + Prospecting
Monthly fee
Onboarding setup
Included resources
Receive summary by email
Starting prices. Final price confirmed by the sales team.
Frequently Asked Questions
Everything you need to know about SmartCRM AI for services
Ready to sell more services with SmartCRM IA?
Start your 7-day free trial with SmartCRM IA. No credit card, no commitment.