CONNECTED WORKFLOW
One system, from first visit to next action
Five connected steps
Website
Visitor enquiry received
Automation
Workflow triggered
CRM Gem
Customer record organized
AI Chatbot
Questions answered
Leads / Follow-up
Next action ready
Digital workflow automation for growing businesses
Organize and automate the way your business works.
SmartBizToolls connects your business website, workflow automation, CRM Gem, and a custom AI chatbot so enquiries become organized, actionable follow-up.
SmartBizToolls operational proof
Live CRM Gem product
Real working business platform
Working lead capture
Enquiries stored and organized
Secure deployment
Protected production setup
Tested workflow integrations
Connected systems verified
Live AI chatbot
Real business-specific assistant
Three core services
Connected services for growing businesses.
SmartBizToolls brings websites, CRM operations, and customer conversations into a clearer digital workflow.
01 / WEBSITE SYSTEMS
Business Website Automation
SmartBizToolls connects your website with forms, notifications, CRM, and workflow automation so each enquiry reaches the right next step.
Request a QuoteENQUIRY WORKFLOW
- 01
Website form
Captures the enquiry
- 02
Notification
Alerts the right person
- 03
CRM
Organizes the context
- 04
Automation
Moves the next step forward
CRM Gem
Connected workspace
02 / BUSINESS OPERATIONS
CRM Gem Integration
CRM Gem helps organize clients, projects, quotations, invoices, payments, and follow-ups in one connected workflow.
WORKSPACE CAPABILITIES
- Clients
- Projects
- Quotations
- Invoices
- Payments
- Follow-ups
03 / CUSTOMER CONVERSATIONS
Custom AI Chatbot Setup
SmartBizToolls configures and installs a business-specific AI chatbot for customer questions, enquiries, and lead capture.
View Chatbot PlansBusiness assistant
Configured for your services
Visitor
Can I ask about your services?
Business assistant
Yes. I can answer approved business questions and help you send an enquiry for review.
Enquiry path available
Connected workflow
One connected workflow from enquiry to follow-up.
SmartBizToolls connects the tools around your business so customer activity can move through a clearer, more organized process.
CUSTOMER ACTIVITY FLOW
Connected system
Business Website
Collects enquiries and customer actions
Enquiry captured
Automation Rules
Moves information to the right next step
Workflow triggered
CRM Gem
Organizes clients, projects, documents, and follow-up
Record organized
AI Chatbot
Answers approved business questions and captures enquiries
Approved response
Lead / Follow-up
Turns customer activity into a clear next action
Next action ready
Problems we solve
Clearer workflows start by fixing the friction.
SmartBizToolls helps growing businesses reduce disconnected tools, repetitive work, missed enquiries, and unclear follow-up.
Disconnected enquiries
Website forms and customer requests do not always reach the right place or person.
01Repetitive manual work
Teams repeat the same data entry, notifications, and follow-up steps.
02CRM and data gaps
Customer, project, document, and payment information can become scattered across different tools.
03Missed customer follow-up
Enquiries and next actions can be forgotten when there is no clear workflow.
04Website conversion friction
Visitors may struggle to find the right information or next action.
05Unanswered customer questions
Repeated questions can consume time when useful business information is not available immediately.
06
Business Website Automation
Turn your website into part of the workflow.
SmartBizToolls connects website forms, notifications, CRM, and follow-up steps so enquiries can move through a clearer business process.
- Website form automation
- Email notifications
- Lead workflow automation
- Google Sheets integration
- CRM connections
- Payment workflow connections
- Website enquiry routing
- Follow-up workflow setup
PROJECT PRICING
Custom Quote
Final scope depends on the website, systems, and workflow requirements.
Request a QuoteENQUIRY AUTOMATION
Website to follow-up
Connected process
Visitor
01Submits an enquiry or takes an action
Website Form
02Captures the required details
Validation
03Checks the submitted information
CRM / Business Record
04Organizes the enquiry context
Notification
05Alerts the right person or team
Follow-up
06Sets a clear next action
CRM Gem
Connected business workspace
CUSTOMER WORK MODULES
Organized workflow- Quotations
- Proposals
- Invoices
- Payments
- Follow-ups
- Recurring billing
Client, project, document, and follow-up workflowsCRM GEM
CRM Gem Integration
Keep customer work organized in one connected workspace.
CRM Gem helps organize clients, projects, quotations, invoices, payments, and follow-ups so customer work stays easier to manage.
SmartBizToolls can connect CRM Gem into the wider workflow around your website, enquiries, and follow-up process.
- Clients
- Projects
- Quotations
- Proposals
- Invoices
- Payments
- Follow-ups
- Recurring billing
Custom AI Chatbot Setup
Give website visitors useful answers and a clear next step.
SmartBizToolls configures and installs an AI chatbot using approved business information so visitors can ask questions, understand your services, and send enquiries.
The chatbot is tailored around your business knowledge, brand, and enquiry workflow.
- Business-specific knowledge setup
- Website chatbot installation
- FAQ and service answers
- Lead capture
- Enquiry guidance
- Conversation storage
- Brand customization
- Human contact handoff
SmartBizToolls assistant
Configured for approved business information
Available
Visitor
Do you provide website automation?
Business assistant
Yes. SmartBizToolls can connect website enquiries with notifications, CRM, and follow-up workflows. If you want, I can help you send the project details for review.
Visitor
Can I talk to someone about my project?
Business assistant
Yes. You can send your enquiry and the team can review the requirements.
Chatbot Pricing
Choose the chatbot plan that fits your workflow.
Clear setup and monthly service pricing for a business-specific website assistant.
1 AI response = 1 answer sent by the chatbot to a visitor.
CHATBOT PLAN
Starter
$349 one-time setup, plus $39 per month
- 1 website
- Custom business knowledge
- Assistant name + welcome message
- Brand color
- Website installation
- FAQ and service answers
- Lead capture
- Conversation and lead storage
- Up to 1,000 AI responses/month
- Up to 2 reasonable knowledge updates/month
- Hosting and maintenance
- Email support
CHATBOT PLAN
Most PopularGrowth
$699 one-time setup, plus $79 per month
- Everything in Starter
- Larger knowledge setup
- Lead qualification
- Custom enquiry flows
- Custom enquiry fields
- One standard workflow integration where technically suitable
- Up to 3,000 AI responses/month
- Up to 5 reasonable knowledge updates/month
- Monthly chatbot review
- Priority support
Need a different scope?
Multiple websites, advanced automation, CRM Gem integration, higher usage, or custom workflows may require a custom quote.
How it works
A clear process from requirement to launch.
SmartBizToolls keeps each project focused on clear requirements, practical implementation, testing, and a defined next step.
PROJECT FLOW
Five defined stages
Share your requirement
Tell us what you want to improve, connect, automate, or build.
Confirm the workflow and scope
We review the requirement, identify the systems involved, and agree on the work before implementation begins.
Build and connect
The approved website, automation, CRM, or chatbot work is configured and connected.
Test and launch
The workflow is tested, important paths are checked, and the approved solution is prepared for launch.
Support and improve
After launch, agreed support, maintenance, or future improvements can be handled as required.
Scope before work: Project scope, quotation, payment stages, responsibilities, and included revisions are confirmed before implementation.
FAQ
Questions before starting a project.
Clear answers about scope, pricing, setup, support, and how SmartBizToolls works.
How do I get a quote for Business Website Automation?
We review your requirements first because final pricing depends on the website, systems, integrations, and workflow scope.
Where can I see CRM Gem pricing?
CRM Gem pricing is maintained on the CRM Gem website so you can review the current product options there.
View CRM Gem pricing (opens in a new tab)What is included in the chatbot setup fee?
The setup fee covers configuration, approved business knowledge setup, branding, website installation, lead capture setup, testing, and the features included in the selected plan.
Why is there a monthly chatbot fee?
The monthly fee covers the plan's included AI response allowance, hosting, maintenance, conversation and lead storage, and plan-level support and knowledge updates.
What is the difference between Starter and Growth?
Starter covers 1 website, custom business knowledge, assistant name and welcome message, brand color, installation, FAQ and service answers, lead capture, conversation and lead storage, up to 1,000 AI responses per month, up to 2 reasonable knowledge updates per month, hosting and maintenance, and email support. Growth includes everything in Starter plus a larger knowledge setup, lead qualification, custom enquiry flows and fields, one standard workflow integration where technically suitable, up to 3,000 AI responses per month, up to 5 reasonable knowledge updates per month, a monthly chatbot review, and priority support.
What counts as one AI response?
One AI response is one chatbot-generated answer to a visitor message.
Can the chatbot be customized for my business?
Yes. It can be configured using approved business knowledge, brand color, an assistant name, a welcome message, and an enquiry flow within the selected plan and agreed scope.
Can SmartBizToolls connect my website to CRM or other tools?
Yes, where technically suitable. Final integrations depend on the systems involved and the approved project scope.
Do I need to provide website content?
You may need to provide business information, text, images, branding, service details, and contact information. We will confirm exactly what is required for your project.
What happens after launch?
Agreed support, maintenance, chatbot updates, or future workflow improvements are handled according to the selected service or approved project scope.
Do you provide domains and hosting?
We can guide you through domain and hosting setup. Ownership, renewal costs, and third-party service charges are confirmed before launch.
How long does a project take?
Timing depends on the requirements, approved scope, content readiness, integrations, reviews, and approvals. The expected schedule is confirmed for the project before implementation.
Why SmartBizToolls
Practical technology, connected carefully.
SmartBizToolls focuses on clear scope, secure implementation, tested workflows, and practical support so each solution fits the way the business actually works.
Website, automation, CRM, and chatbot decisions are considered together when they affect the same customer or operational workflow.
OPERATING PRINCIPLES
Six operating principles
Clear scope before work
Requirements, responsibilities, and expected deliverables are confirmed before implementation.
Connected thinking
Websites, automation, CRM, and chatbot workflows are considered as parts of the same business process.
Secure implementation
Access, domains, integrations, and production configuration are handled carefully.
Tested delivery
Important paths, forms, workflows, and integrations are checked before launch.
Practical support
Support and maintenance are based on the agreed project or service plan.
Built for improvement
Workflows can be reviewed and improved later as the business grows.
IMPLEMENTATION READINESS
Defined checkpoints
Clear scope
Requirements agreed
Secure setup
Access and domains handled carefully
Tested workflow
Important paths checked
Launch ready
Approved solution prepared