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
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.
Learn more →Ready to clear the chaos?
Join small teams operating like big businesses.