Envoy B2B vs Smartlink Basics CRM

The Envoy B2B app is an extension of Envoy B2B, the content & commerce driven platform for footwear, apparel, and accessory brands. An Envoy B2B login is required. Sales reps will be able to quickly create and manage orders and assortments, view lookbooks and brand stories, and access dashboards that contain all their team’s files. Present, recommend, sell! Envoy B2B works equally well in an offline environment and will quickly become your Sales Reps go-to for getting their job done while out of the office. Envoy B2B syncs with your Envoy B2B web destination. Our Complete offering contains: Content Features: Showroom: Your content destination to story tell to your buyers. Catalogs: Easily search and find products. Presentations: Create interactive look books and brand stories that always stay up to date. In/Out of Platform ad campaigns: Market directly to your buyers in and out of platform. Commerce Features: Order placement: Buyers and reps have 24/7 access to place orders. Order history: See the status of an order and export them easily. Assortments: Capture your buyers interests and easily convert them into an order. Additionally: Use your own branding once you’re in the app Available on Web, iPad and iPhone

SmartLink Basics CRM brings your full sales pipeline to iPhone and iPad. Built as the mobile companion to crm.smartlinkbasics.com, it gives your team real-time access to deals, contacts, companies, and activities — wherever they are. PIPELINE MANAGEMENT View your deals in a visual kanban board on iPad or a stage-by-stage card list on iPhone. Filter by rep, value range, or stage. See deal health scores, next scheduled activities, and weighted pipeline values at a glance. CONTACTS & COMPANIES Search, sort, and filter your entire contact database. View deal history by company, track engagement, and add new contacts and companies on the go. Swipe actions make it fast to manage records in the field. ACTIVITY TRACKING Log calls, emails, meetings, and tasks directly from your phone. Filter by status, date range, assignee, or type. Never miss a follow-up with overdue activity alerts built into every deal card. TEAM PERFORMANCE & COACHING Compare rep activity, win rates, and pipeline contribution side by side. The coaching view surfaces deal velocity, close reasons, and activity gaps so managers can have more productive one-on-ones. REPORTS & FORECASTING Monthly revenue trends, deal aging analysis, win/loss breakdowns, and stage conversion funnels — all available without leaving the app. Set forecast targets per rep and track progress against goals. AUDIT LOG & ADMINISTRATION Pro plan users get a full audit trail of every CRM action. Manage pipeline stages, team roles, and organization settings directly from the app. REAL-TIME SYNC Every change syncs instantly with your SmartLink Basics web dashboard through Supabase. Data entered on the web appears on mobile and vice versa — no manual refresh needed. FREE TO START Start free with up to 2 users, 50 contacts, and 25 deals. DESIGNED FOR iPHONE AND iPAD A full kanban board with drag-friendly columns on iPad. A streamlined tab-based interface on iPhone. Dark mode support, customizable accent colors, and Face ID lock for sensitive data. Companion app for SmartLink Basics CRM Learn more at smartlinkbasics.com Growth, Pro, and Team subscriptions automatically renew unless cancelled Privacy Policy: https://www.smartlinkbasics.com/privacy Terms of Service Policy: https://www.smartlinkbasics.com/terms