The lead assistant that never clocks out.
LeadSmith keeps your customer records, sales pipeline, and activity log in one place — so nothing falls through the cracks.
Features
Built as one connected system, not a pile of add-ons — every feature below reads and writes the same customer and deal records.
A friendly daily briefing on who to follow up with first, plus a few wins worth celebrating — optionally rewritten by AI in a more natural voice. Customer names, contact details, and notes are never sent to the AI.
One screen each morning: Today's Focus and Needs Attention, no digging required.
Contact and company details in one profile, with full history attached.
Every open deal on a Kanban board, grouped by stage with value totals.
Every call, email, and meeting logged against the deal it belongs to.
Logged interactions roll up into an automatic hot/warm/cold score per deal.
A daily summary of what's due, sent in each teammate's own timezone.
Add your own fields to any record type, and rename, reorder, or add pipeline stages — no developer required.
Your logo, colors, and name — in the app, emails, and PDFs.
Every create, edit, and view recorded with who, what, and when.
Reps see their own deals, admins see everything, MFA on every account.
Export any list to CSV, or download a branded funnel report as a PDF.
Look & feel
No setup, no digging through lists — just log in and know exactly who to call first.
Good afternoon
FAQ
Yes — pipeline stages, custom fields on customers/opportunities/activities, and your branding (logo, colors, company name) are all configurable from Settings, with no engineering work required.
Every tenant's data is isolated at the database level, sessions support optional two-factor authentication, and every access and change to customer data is recorded in an audit log.
Yes — every record list (including your custom fields) exports to CSV, and funnel reports export as branded PDFs.
As many as your plan's user licenses allow — admins can invite teammates and adjust license count from Manage Users at any time.
By default, Smithy writes your daily briefing itself, entirely within the app — nothing leaves it. If you connect your own Anthropic API key to have Smithy rewrite it in a more natural voice, only an anonymized summary of your follow-up list is sent; customer names, contact details, and notes are never sent.
More questions coming soon — this section will be updated with the rest.
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