For retail businesses
Retain your existing customers. SmartCRM AI organizes your portfolio, helps you sell digitally and serves your customers 24/7 with AI.
SmartCRM IA was developed to understand the reality of Brazilian retail.
Retain customers with personalized campaigns, automate promotional communications and use AI to increase average ticket and purchase frequency.
*Some applications depend on integration with your company's management systems
Manage real estate leads, automate proposal follow-ups, control sales funnels for launches and use AI to qualify potential buyers.
*Some applications depend on integration with your company's management systems
Manage construction and renovation quotes, automate quote follow-ups, control recurring customers and use AI to increase product mix per customer.
*Some applications depend on integration with your company's management systems
Retain customers with birthday and return campaigns, automate eyeglass replacement reminders, track style preferences and use AI to suggest personalized products.
*Some applications depend on integration with your company's management systems
Manage reservations and recurring orders, automate loyalty campaigns, track customer preferences and use AI to increase average ticket per visit.
*Some applications depend on integration with your company's management systems
Manage equipment and service quotes, automate proposal follow-ups, track warranties and maintenance and use AI to identify upgrade opportunities.
*Some applications depend on integration with your company's management systems
Manage vehicle buying and selling leads, automate test drive follow-ups, track revisions and maintenance and use AI to reactivate inactive customers.
*Some applications depend on integration with your company's management systems
SmartCRM AI adapts to any type of retail. 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
Meet some retail companies that are closing more deals and retaining more clients with SmartCRM IA




















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.
It's not just a CRM. It's a new concept that integrates prospecting and AI-powered funnel automation.
(Pipedrive, HubSpot, Salesforce and others)
✓ What it does well:
✗ Limitations:
✓ Everything integrated for retail:
One sales solution. Everything integrated. Real results.
7 days free · No credit card required
An integrated sales solution combining CRM + Lead Generation + AI Funnel Automation. No need for multiple tools.
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.

SmartCRM AI intelligent assistants that execute tasks, qualify leads, close deals and serve customers automatically.
Your team will have the support they need in sales funnel activities and flows, from prospecting to post-sales
Your prospects and customers will be served at any time or day of the week through humanized AI service.
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
How we will make a difference in your retail business
No need for multiple tools. CRM, retention and automation in one place.
Increase your customer return rate, reduce acquisition cost and scale your revenue.
AI features customized for Brazilian retail. Not just a chatbot, a true sales assistant.
Specialized support team in Portuguese, with assisted implementation and training for your team.
Real retailers 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
Specific solutions for the unique challenges of retailers and distributors
Lead Agent automatically qualifies prospects based on ICP criteria, reducing qualification time by 75%.
Result: +50% productivity
Centralize relationship actions with prospects and clients across multiple channels. VoIP, SMS, email and chat integrated.
Result: +40% response rate
Implement methodologies like ABM, Spin Selling, Predictable Revenue and other prospecting and conversion strategies.
Result: +80% win rate on target accounts
Reduce sales cycle from 90 to 60 days. Intelligent automation of follow-ups and identification of buying signals.
Result: -33% cycle, +40% conversion
Qualification Time
Response Rate
Acquisition Cost
Monthly Pipeline
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
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.
Everything you need to know about SmartCRM AI for retail
Start your 7-day free trial with SmartCRM IA. No credit card, no commitment.