Explore the Powerful Features of Smart Hub System
Discover how our comprehensive suite of tools can streamline your operations, enhance your marketing efforts, and boost your overall business efficiency. Each feature is designed to work seamlessly together, providing you with a robust platform that scales as you grow.
Unlock the Full Potential of Your Business with Smart Hub System
Customer Relationship Management (CRM)
Smart Lists: Automatically segment contacts based on custom filters (e.g., location, behavior, or missing email addresses). New or updated contacts matching the criteria are added to Smart Lists in real-time for targeted campaigns.
Unlimited Contacts: Add and manage unlimited contacts with no additional fees, including the ability to assign tags, tasks, and notes.
Bulk Actions: Send SMS, emails, or move segmented contacts into pipelines with a single click.
Custom Fields and Values: Personalize contact data with custom fields to tailor campaigns and track specific metrics.
Conversation Tracking: Centralize all communications (email, SMS, Calls, WhatsApp, FB & IG DMs) in a cohesive conversation feed for easy management.
Mobile CRM Access: Manage leads, contacts, and customers on the go via mobile app.
Lead Import/Export: Import leads from platforms like MailChimp, HubSpot, or Ontraport, or create new leads directly via the mobile app.
Pipeline Management: Track leads through customizable sales pipelines to monitor progress and ensure no opportunities are missed.
Task Management: Assign tasks to contacts or team members to streamline follow-ups and project management.
Affiliate Management: Manage affiliate partnerships, track commissions, and monitor referral performance within a single dashboard.
Website and Funnel Building
Drag-and-Drop Website Builder: Create fast-loading, responsive websites using a user-friendly builder. Start from scratch, use templates, or have A.I. assist you in creating.
Sales Funnels: Build unlimited high converting sales funnels and landing pages from scratch, with customizable templates, or have A.I. assist.
Custom Forms, Surveys, & Quizzes: Embed custom forms with logic-based questions on websites to segment leads into Smart Lists for targeted marketing.
Smart Webchat Widget: Enable website visitors to initiate SMS conversations via a customizable widget, continuing chats on their phones for higher engagement.
Membership Sites / Portals: Create basic membership site/portal so clients/team members can access free or paid content such as documents, courses & communities. Also gives ability to manage invoices, contracts, and affiliate status and commissions.
Magic Links: Provide quick, secure customer sign-ins for membership sites / portals.
AI-Powered Tools
Content AI: Generate text and images for websites, blogs, social media, and more using AI tools.
Conversation AI: Deploy AI-powered chatbots to handle customer interactions.
Workflow AI: Use AI to create custom workflow actions, such as automated follow-ups or personalized content delivery.
Voice AI: Implement AI-driven voice assistants for customer interactions or automated call responses.
Review AI: Automate review requests for Google and Facebook, manage responses, and monitor online reputation via a dedicated dashboard.
Integrations and Extensibility
Third-Party Integrations: Connect with apps like Zapier, Stripe, Meta, Google, QuickBooks, and Slack, and more via webhooks.
API Access: Use public API keys for sub-accounts, appointments, forms, surveys, and integrations with 3rd party tools.
Custom Code Support: Add custom code to funnels and websites for advanced customization (no coding required for basic use).
SEO Optimization Tools
Page-Level SEO Controls
Easily set custom page titles, meta descriptions, and image alt text across your website and funnels—all from within the SHS editor.
Boost Your Visibility. Drive Organic Traffic. Get Found Online.
SEO-Friendly URLs
Create clean, keyword-rich URLs for each page, product, or post to improve crawlability and click-through rates.
Blog Optimization
Publish SEO-ready blog content with built-in tools for keyword placement, image optimization, and internal linking.
Mobile-Responsive Design
All SHS-built pages are mobile-friendly by default—an essential ranking factor for Google.
Sitemap & Robots.txt Generation
Automatically generate XML sitemaps and robots.txt files to guide search engine crawlers and improve indexing.
Schema Markup Integration
Enhance how your pages appear in search results with structured data for reviews, events, FAQs, and more.
SSL Security
Every site built on Smart Hub System comes with SSL encryption—another key trust and ranking signal.
Fast Load Speeds
Optimized hosting and content delivery ensure your pages load fast, keeping users engaged and reducing bounce rates.
Google Analytics & Search Console Ready
Easily connect tracking tools to monitor your SEO performance and make data-driven improvements.
Marketing Automation
Multi-Channel Campaigns:
Launch and automate marketing campaigns across multiple platforms simultaneously. Trigger personalized messages based on customer behavior, schedule campaigns in advance, and track performance — all in one unified campaign builder.
Workflow Automation: Create custom workflows using Workflow AI to automate repetitive tasks like lead follow-ups, appointment reminders, content delivery, and much more.
Email Marketing: Design and send personalized email campaigns with customizable templates, triggers, and analytics.
Social Media Automation: Schedule posts on FB, IG, TikTok, Linked in, and Pinterest and automate comment likes, responses to comments, or DMs on Facebook & Instagram.
Force Calling: Automatically initiate calls to leads who fill out forms on your website or meta ads to boost conversion rates.
Appointment and Calendar Management
Automated Scheduling: Create appointments, set buffer times, and specify availability with customizable booking forms. Integrates with Google Meet, Zoom, and Microsoft Teams for video calls.
Booking Widget
Easily let clients book time with you free or paid. Whether you're offering free consultations, lining up sales calls, or paid coaching/training sessions, you can collect payments upfront if needed and embed the scheduling widget directly on your website or landing page for a smooth, professional booking experience.
Smart Lists for Appointments: Organize and filter appointments by tags or preferences for efficient management.
Team Calendars: Sync and manage team schedules for collaborative planning.
Appointment Reminder Sequences:
Increase show-up rates by 30–80% with automated email and SMS reminders for booked appointments.
Communication Tools
Phone System: Use SHS’s built-in phone system for calls and SMS at wholesale rates. Includes call tracking, recording, and power dialer features.
Outbound Calling: Make calls directly from the platform on computer or mobile device, with detailed tracking and analytics for agent performance.
Inbound Calls:
set up multiple phone numbers if needed and route incoming calls to specific team members or A.I. agents.
Unified Inbox & Communication Hub:
Simplify incoming communication across all channels and streamline customer conversations with a centralized inbox with two-way email, SMS, WhatsApp, and Facebook/Instagram DM's, with distinct icons for easy sorting and starring of important messages.
Missed Call Text-Back: Automatically send a pre-set SMS to callers who go unanswered, reducing missed opportunities.
Dynamic E-Commerce Tools
Sell online with ease—fully integrated and built to scale.
Custom Product Listings
Add unlimited products with custom images, descriptions, pricing, categories, and tags. Set up variants like size or color, and manage stock levels with ease.
Integrated Shopping Cart & Checkout
Offer a seamless shopping experience with a fully functional cart and branded checkout page—optimized for both desktop and mobile.
Digital & Physical Product Support
Sell physical items, digital downloads, services, or bundles. Automatically deliver digital goods post-purchase.
Order Management & Tracking
Track orders, process refunds, manage inventory, and update customers with automated order status emails or texts.
Integrated Payments
Accept payments via Stripe, PayPal, Square, Authorize.net, and NMI. Offer one-time, subscription, or installment payments.
Discounts & Coupons
Create and manage discount codes, limited-time offers, or automatic promotions for loyal customers.
Customer Profiles
Store purchase history, preferences, and contact info in your CRM. Trigger follow-up emails, upsells, or loyalty offers.
CRM & Automation Ready
Purchases feed into your CRM and trigger follow-ups automatically.
Performance Analytics
See real-time insights on sales, customers, and growth.
Abandoned Cart Recovery
Automatically follow up with customers who didn’t complete checkout.
Payment Systems
Get your money collected—securely and efficiently.
Digital Contracts & Documents
Create, send, and track contracts with built-in e-signature tools.
Use reusable templates for recurring agreements or service authorizations.
Get real-time alerts when documents are opened or signed.
Text2Pay & Invoicing
Send secure payment requests via SMS or email with auto-filled billing info.
Prefer traditional billing? Use our Invoice Generator to create branded, itemized invoices directly from your dashboard..
Payment Links
Generate custom payment links for services, products, or bookings—no code required. Ideal for upsells, events, and fast, frictionless transactions.
Stripe Integration
Accept all major credit cards with real-time transaction processing, recurring billing, and refund capabilities through a seamless Stripe connection.
Multiple Payment Gateways Supported
Collect payments with ease via:
PayPal
Stripe
Authorize.net
NMI
Square
Automation & Workflows
Trigger automated follow-ups based on payment status (paid, pending, failed).
Attach payments to funnels, forms, or calendar bookings.
Integrate with your CRM for lead tagging and pipeline movement.
Unlimited Media Storage
Store everything your business needs—securely and without limits.
With SHS, you get unlimited cloud storage for your business files—whether you're hosting marketing content, course materials, or internal assets. Manage your digital assets in one place without relying on third-party tools.
Unlimited uploads of images, PDFs, audio files, and documents (up to 100MB per file)
Video hosting with file sizes up to 4GB per video
Centralized media library accessible across your websites, funnels, emails, and automations
Direct embedding into web pages, funnels, emails, and course modules
Organized folders and search tools for fast file management
Secure file handling with link sharing and privacy settings
No extra fees for storage upgrades—it's all included
Advanced Workflow Automation
Build smarter systems that work 24/7—so you don’t have to.
SHS's automation engine allows you to create custom workflows that trigger based on virtually any action.
Whether it's:
A form submission
An incoming call
A tag being added
A cart abandonment
A missed appointment
You can automatically:
Send texts and emails
Assign tasks
Move deals in your pipeline
Notify your team
Launch follow-up campaigns
Create calendar events
Even trigger AI responses
It's not just automation. It's orchestration. Turn business logic into action with drag-and-drop simplicity.
Reputation Management
Build trust, respond fast, and turn reviews into revenue.
Review Monitoring
Get real-time alerts and manage all reviews in one dashboard.
Automated Review Requests
Send SMS/email prompts with direct links to leave a review.
Negative Feedback Capture
Route unhappy feedback privately for resolution before it goes public.
One-Click Responses
Reply to reviews directly from SHS using custom or templated responses.
Analytics & Insights
Track average ratings, review volume, and response times to improve performance.
Boost Positive Ratings
Encourage happy clients to leave 5-star reviews and promote your best feedback.
Documents & Contracts
Smart Hub System eliminates the need for third-party tools by offering secure, legally compliant e-signature and document management features directly inside your dashboard.
Reusable Templates
Create and store templates for frequently used contracts, service agreements, NDAs, waivers, and more.
E-Signature Enabled
Send documents for secure digital signing with real-time notifications when opened, viewed, or signed.
Branded Documents
Customize contracts with your logo, brand colors, and business information to maintain a professional look.
Activity Tracking
Track every stage of the signing process, including opens, views, signatures, and completion timestamps.
Integrated with CRM & Automations
Automatically attach signed contracts to contact records, trigger follow-up actions, or initiate workflows.
Multi-Party Signatures
Easily collect signatures from multiple clients or stakeholders on the same document.
Access Logs & Compliance
Time-stamped logs for every document activity ensure traceability and legal compliance.
Product Selection
Embed products or service options directly into your documents and allow clients to select what they need.
Payment Collection
Accept payments right from the signed contract using integrated payment links—streamlining the close and checkout in one smooth step.
Analytics and Reporting
Campaign Performance Tracking:
Monitor ad campaigns across platforms with detailed insights into performance metrics.
Consolidated Reports:
Generate automated reports summarizing data across accounts, campaigns, or departments.
Custom Dashboards:
Create personalized dashboards with widgets and KPIs for different teams or use cases.
Agent Performance Insights:
Track individual agent activity (calls, messages, sales) to optimize productivity.
System Activity Logs:
Monitor all user actions and system activities for compliance and security.
Additional Features
Webhooks
Send data to external apps for seamless workflows.
Webinar Funnels
Create and manage webinar funnels to engage leads and drive conversions.
HIPAA Compliance Capabilities
Available as an add-on feature for businesses requiring secure handling of sensitive data.
Marketplace
Get more out of your CRM. Explore apps & integrate them with your account seamlessly.
Customizable Templates
Use pre-built templates for emails, landing pages, funnels, and automations, customizable to your brand.
Social Media Planner
Schedule and manage social media content across multiple platforms.
Tools And Features All One Place.
Advanced CRM & Communication Solutions
Professional Website, Store, & Funnel Design
Advanced Marketing Tools
Integration Capabilities
Analytics and Reporting
A.I. Rich Features
Advanced Business Automations
Social Media Management
Customizable Client/Team Portals
Mobile Management Capability
Document Management
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