Run your entire business in one tab.
From the first hello to the final invoice, WealSmart connects every step of your operation.
Dashboard Visual Placeholder
Feature highlights
Core building blocks that keep sales, delivery, and finance in sync.
Speed-to-Lead Pipeline
Never let a hot lead go cold. Capture inquiries from web forms, assign them instantly, and track status visually.
- ✓ Visual Kanban board
- ✓ Web-to-lead forms
- ✓ Auto-assignment rules
Proposals & Estimates
Look professional and win work faster. Create beautiful estimates, send them for digital signature, and convert to invoices in one click.
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Ready to clear the chaos?
Join small teams operating like big businesses.