Run Your Business from Your Phone - Even at the Beach

SmartWebsite, CRM, payments, and AI chat all in one app. Serve customers anywhere, anytime, without hiring a marketing team.

Stop Losing 15+ Hours Per Week to Marketing Tools

Starting at $197/month - replaces your website builder ($30/mo), CRM ($50/mo), email platform ($40/mo), SMS tool ($35/mo), booking calendar ($25/mo), payment processor (3% fees), and form builder ($20/mo).

Save $500+/month while getting AI automation none of them offer.

Key benefits

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Save 10+ hours per week:

by managing all client communication in one inbox instead of checking 5+ apps daily

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Never lose a lead again:

Automated follow-ups contact every prospect within 5 minutes - even while you sleep

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Close 30% more deals:

by spotting stuck opportunities before they go cold—visual pipeline shows you exactly where to focus.

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Stop playing phone tag forever:

Clients book instantly from your website. Automatic reminders cut no-shows by 60%. You never lift a finger.

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Automate 15+ hours of weekly busywork:

Follow-ups, reminders, lead scoring - all on autopilot. Every prospect gets contacted in under 5 minutes, even while you sleep.

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See exactly which marketing works - and what doesn't:

Know which campaigns bring in customers, which ads waste money, and where to double down. Make data-driven decisions in 30 seconds, not 3 hours.

Frequently Asked Questions

Your Top 4 Questions, Answered

How long does setup take, and do I need to be technical?

Zero technical skills needed—we do it for you. Our team builds your website, imports your contacts, and configures automations in 5-7 days. You'll have a 1-on-1 onboarding call, then you're live. Most clients are capturing leads within their first week, and we provide ongoing support so you're never stuck.

What happens to my existing tools and data?

We migrate everything—contacts, emails, calendar data—from your current tools at no extra charge. Common platforms we integrate with include Mailchimp, Google Workspace, Calendly, Stripe, and more. You can also run both systems in parallel during transition if you prefer. Nothing gets lost, and we handle the technical work

How is this different from High Level? Why not just use HighLevel/HubSpot/Mailchimp?

Unlike HighLevel (which requires you to build everything yourself) or HubSpot (which starts at $800/mo), we provide done-for-you setup and hands-on support. Unlike Mailchimp or ActiveCampaign, we're not just email—you get website hosting, CRM, AI chat, SMS, booking, and payments in one platform. And unlike piecing together 7 different tools, everything here works together from day one.

What if I need help or something breaks?

You get a dedicated support specialist, weekly check-ins during your first month, and ongoing access to our team via email, phone, and chat. We monitor your campaigns, help optimize performance, and proactively flag issues before they become problems. You're not just buying software—you're getting a partner invested in your growth.

Solutions

Why Choose Smart Website Management?

Many business owners believe that streamlining their operations is too difficult because they need to sign up to multiple software tools and then spend weeks trying to integrate them. Agencies often charge high setup fees, and clients are overwhelmed by hiring and training staff, especially when marketing expertise is required.

Our promise

Smart Website Management brings everything under one roof. You don’t need to hire a full‑time marketer or learn complicated software. Our team sets up your site, automations and CRM for you, and we stay by your side with guided onboarding and ongoing support.

What makes us different?

  • All‑in‑one website & marketing suite: Build full websites, landing pages and funnels using our drag‑and‑drop editor.

  • Lead capture & nurture: Create forms and surveys, integrate booking calendars and run multi‑channel campaigns to nurture prospects.

  • Scalable CRM: Track leads, deals and customers in one system.

  • Done‑for‑you automation: Advanced AI workflows follow up with leads automatically, book appointments and personalise communication across channels.

How It Starts

  • Discovery – Tell us about your business. Fill out our quick questionnaire so we can understand your goals and current tools. This helps us personalise your setup.

  • Setup & Design – We build your platform. A dedicated specialist designs your website, landing pages and sales funnel. We import your contacts and data and connect your existing tools where needed.

  • Automate & Launch – Start capturing and nurturing leads. We configure campaigns to capture leads via forms, calendars and surveys and set up multi‑channel follow‑up sequences. Within days, your website will be generating and nurturing leads automatically.

  • Support & Scale – Grow with guidance. You’ll have weekly check‑ins. Our team monitors your results, optimises campaigns and helps you scale.

Packages (Pricing)

Optimize 197

$197/month

With 14 day free trial

  • Smart Websites Hosting

  • CRM

  • Optimize Google Business Profiles

  • AI Voice

  • AI Chat

  • Hosted Calendars

  • Appointment Booking & Reminders

OptimizePlus 397

$397/month

With 14 day free trial

  • Everything in Basic +

  • Missed-Call Text Back

  • Universal Inbox

  • Call Tracking

  • SMS/Email

  • Citation Management

  • Mobile App

  • Social Media Planner

OptimizeMax 597

$597/month

With 14 day free trial

  • Everything in Basic & Advanced +

  • Unlimited AI Employee

  • Lead Nurturing Campaigns

  • Reactivation Campaigns

  • Automated SEO/AEO Tools

  • AI Custom Actions

  • AI Automated Newsletters

  • Workflow Automation

  • Payments & Invoicing

  • Community Memberships

Frequently Asked Questions

Your Questions, Answered

How much does it cost, and what's included??

Plans start at $197/month with a 14-day free trial—no credit card required. This replaces your website hosting ($20/mo), CRM ($50/mo), email marketing ($30/mo), SMS tool ($40/mo), booking calendar ($25/mo), and payment processor fees—typically saving $500+/month while adding AI automation most tools don't offer.

How long does setup take, and do I need to be technical?

Zero technical skills needed—we do it for you. Our team builds your website, imports your contacts, and configures automations in 5-7 days. You'll have a 1-on-1 onboarding call, then you're live. Most clients are capturing leads within their first week, and we provide ongoing support so you're never stuck.

What happens to my existing tools and data?

We migrate everything—contacts, emails, calendar data—from your current tools at no extra charge. Common platforms we integrate with include Mailchimp, Google Workspace, Calendly, Stripe, and more. You can also run both systems in parallel during transition if you prefer. Nothing gets lost, and we handle the technical work

How is this different from High Level? Why not just use HighLevel/HubSpot/Mailchimp?

Unlike HighLevel (which requires you to build everything yourself) or HubSpot (which starts at $800/mo), we provide done-for-you setup and hands-on support. Unlike Mailchimp or ActiveCampaign, we're not just email—you get website hosting, CRM, AI chat, SMS, booking, and payments in one platform. And unlike piecing together 7 different tools, everything here works together from day one.

What if I need help or something breaks?

You get a dedicated support specialist, weekly check-ins during your first month, and ongoing access to our team via email, phone, and chat. We monitor your campaigns, help optimize performance, and proactively flag issues before they become problems. You're not just buying software—you're getting a partner invested in your growth.

Can I try it before committing?

Absolutely. Start with a 14-day free trial - no payment required. We'll set up your website, import your data, and configure automations so you can see real results before paying a dollar. If it's not right for you, cancel anytime with one click.

What are the benefits of the CRM and pipeline management features?

SmartWebsiteManagement’s CRM organises all customer and prospect data in one place. It tracks interaction history, manages sales pipelines, scores leads and provides real‑time analytics. Having a unified contact database allows businesses to nurture leads more effectively, prioritise high‑value opportunities and see which marketing channels generate the best results. For agencies, the CRM supports multiple sub‑accounts so each client has a separate workspace.

Why are unlimited sales funnels important?

Unlike many funnel builders that limit the number of funnels or require add‑on fees, SmartWebsiteManagement allows users to build as many funnels as needed. Funnels can include sequences of opt‑in pages, thank‑you pages and upsell pages with automated follow‑ups. Unlimited funnels mean businesses can experiment with different offers, segments and A/B tests without worrying about hitting capacity or incurring extra costs.

How can forms and surveys help build a list?

The platform makes it easy to create polls, surveys and lead‑capture forms and embed them on websites or landing pages. Responses are automatically stored in the CRM and can be exported to spreadsheets. By offering free resources (e.g., a guide or discount) in exchange for contact details, businesses can grow their email and SMS lists. Real‑time analytics show which forms convert best, enabling continuous optimisation.

How does two‑way SMS marketing boost engagement?

The platform supports two‑way SMS campaigns, allowing businesses to send promotional texts or appointment reminders and receive replies. SMS messages can be automated through workflows, integrated with forms and funnels and used to continue conversations started via chat or missed call texts. High response rates and immediacy make SMS a powerful complement to email marketing.

What is the AI Voice (inbound) feature and what are its benefits?

AI Voice Agents answer inbound calls with natural‑sounding voices and advanced speech recognition. They can greet callers, collect information, update CRM fields, trigger workflows, route calls, transfer to human agents and even send SMS follow‑ups. Because they operate 24/7, AI Voice Agents handle after‑hours inquiries and reduce missed calls, providing consistent customer service without additional staff.

How does the AI chat widget improve customer engagement?

SmartWebsiteManagement offers several chat widget options. A website chat widget lets visitors ask questions in real time; collecting contact data triggers a CRM record and workflow. A live‑chat option allows visitors to type and receive replies without entering details. There is also a WhatsApp option that creates a contact record and moves the conversation to WhatsApp. Chat widgets provide immediate answers and personalise communication, helping to reduce cart abandonment and increase conversions. Customisation options—such as choosing chat bubble images, message prompts and consent check‑boxes—ensure the widget matches the brand’s look and compliance needs.

How does the universal inbox streamline communications?

The All‑In‑One Inbox consolidates email, SMS, WhatsApp and other messages into a single dashboard. Users can respond without switching apps and prioritise tasks from one place, reducing clutterl. Contact details can be edited directly in the inbox, and tags or automation can be added to categorize interactions. Do‑Not‑Disturb settings are manageable within the same view, allowing personalised message timing. This centralised approach saves time, ensures no conversation is missed and makes follow‑ups more consistent.

How does call tracking and attribution help optimise marketing spend?

Call tracking assigns unique phone numbers to different campaigns or keywords, then logs where calls are coming from. SmartWebsiteManagement’s call tracking shows which ads or keywords drive calls and identifies the phrases customers searched before dialling. Analysing this data helps businesses focus their ad budgets on the most effective channels and messages, leading to better conversion rates and lower cost per lead.

What tools does the platform provide for reputation management and review generation?

The reputation management module automates review requests via email or SMS, monitors incoming reviews and lets businesses respond quickly. Automated review links make it easy for satisfied customers to leave feedback, and negative reviews can be addressed promptly to protect the brand’s reputation. Another article notes that integrating review requests into workflows can boost credibility, as 95 % of customers read reviews before buying.

How do payments and invoicing work within the system?

SmartWebsiteManagement integrates with secure processors like Stripe. Businesses can accept one‑time or recurring payments, manage subscription billing and automate invoicesi. Payment forms can be embedded in funnels or sent via email, and sensitive data is handled securely. Integrations with PayPal and other gateways provide flexibility for customers.

What capabilities are available in the calendar booking system?

The calendar allows manual or automatic booking of clients and can sync with Google or Outlook. Users can view, edit and delete appointments, update statuses (completed, rescheduled or no‑show) and analyse trends like cancellation rates. Availability settings let businesses define slot duration, intervals, buffer times and daily appointment limits. Calendars can be embedded on websites or landing pages so customers can choose convenient slots. Different calendars can be created for each service or event, and bookings can be automatically assigned to team members based on availability or equal distribution

How do appointment reminders and scheduling features reduce no‑shows?

Automated booking reminders can be sent via email or SMS to reduce no‑shows. Buffer times and scheduling notice periods ensure that appointments are spaced appropriately and prevent last‑minute bookings. When a booking is made, SmartWebsiteManagement checks other calendars to avoid double‑booking and can automatically assign the appointment to an available team member. Collecting additional information through custom forms at the time of booking helps businesses prepare and improve the client experience.

What kinds of lead‑nurture workflows and automations does the platform support?

Workflows allow businesses to trigger actions based on user behaviour—for example, sending personalised emails or SMS messages after a form submission or missed call. The CRM integrates with automation so follow‑ups, drip campaigns and reminders happen without manual intervention. AI tools can also handle simple inquiries and qualify leads before handing them off to humans. By building sequences that nurture prospects over time, users can increase conversion rates and customer lifetime value.

How does the Yext listings integration help with local SEO and citation management?

The Listings tool (powered by Yext) ensures that a business’s name, address, hours and other key facts are correct across more than 70 publisher sites. Users can view live listings, approve or reject suggested edits and monitor customer reviews. Maintaining consistent information across directories creates structured backlinks and improves local search rankings. Agencies can resell the listings service and set their own markup.

What reporting and analytics features are available?

SmartWebsiteManagement includes a reporting dashboard that tracks marketing performance, including calls, appointments and campaigns. Businesses can monitor conversions, cancellations and no‑shows, and see which advertising channels generate the most engagement. The platform also offers custom report generation for key metrics like revenue, pipeline status and campaign ROI. These insights help users make data‑driven decisions and optimise future campaigns.

About us

Hi, I'm Devin

I’m a photographer, interpreter, and storyteller with a deep passion for capturing the natural world. Over the years, my work has been featured by Canadian Geographic, The Weather Network, HGTV Canada, Ontario Parks, Parks Canada, and others—something I’m incredibly grateful for.

From the quiet beauty of the Canadian Rockies to the vast night sky and the untamed wilderness beyond, I strive to create images that spark curiosity, wonder, and connection. My background in interpretation and education—through roles with Jasper Planetarium, Tourism Jasper, and Ontario Parks—shapes the way I tell stories through a naturalist’s lens.

What also excites me, is how technology has opened doors for small service businesses in ways that were once unimaginable. Tools that used to be out of reach are now accessible and transformative—and helping business owners tap into that potential is a mission I’m proud to be part of.

And perhaps the best part? I get to build this business alongside my dad. It’s a journey I’m grateful for, and easily one of the most rewarding chapters of my life so far.

Hi, I'm Terry

I’m a proud dad of three amazing adults, and these days I split my time between Toronto and the tropics—where I work, surf, and dream up new ways to help small businesses grow.

I’ve spent my entire adult life building small businesses, and I genuinely love working with other entrepreneurs. Small business owners are the life-blood of the economy—resourceful, passionate, endlessly interesting—and it’s a privilege to support them.

What excites me most right now is how technology has unlocked opportunities that were once impossible for small service businesses. Today, tools that used to be out of reach are not only accessible—they’re game-changing. Helping business owners take advantage of that shift is what drives everything we do here.

And on a personal note, I’m especially grateful to be building this business alongside my son. It’s the most rewarding chapter yet.

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