Automate the busy work. Elevate the real work.
The smart automation workspace that keeps leads, projects, and sales moving—without the chaos.
How WealSmart works
A simple, end‑to‑end flow that keeps every team aligned.
Capture
Leads enter from forms, email, or imports.
Quote
Send proposals and estimates in minutes.
Deliver
Projects and tasks stay on track.
Get Paid
Invoices and payments close the loop.
Trusted by teams who need clarity
Fewer follow‑ups, faster approvals, and visibility for every client.
Speed‑to‑Lead
Capture, assign, and follow up automatically.
Quote‑to‑Cash
Proposals, invoices, and payments in one flow.
Delivery Clarity
Projects, tasks, and client updates together.
Stop losing revenue to admin chaos
Missed Leads
Contacts slipping through cracks because follow-up wasn't instant.
Messy Handoffs
Sales sold it, but Ops doesn't know what to deliver.
Cash Flow Gaps
Invoices sent late, payments forgotten, financial clarity missing.
Everything visible. Nothing missed.
Speed-to-Lead
Capture leads instantly and assign them.
Quote-to-Cash
Turn estimates into invoices and get paid.
Delivery Clarity
Projects and tasks linked to the client.
Client Portal
Give clients a login to see status.
Support Tickets
Keep requests organized.
One Dashboard
Know exactly what needs attention today.
Results teams see quickly
Typical outcomes after standard onboarding.
Faster invoice collection
Less follow‑up time
Unified client dashboard
Works with the tools you already use
Popular integrations that keep data in sync.
Ready to clear the chaos?
Join small teams operating like big businesses.