# SmartMetrics > SmartMetrics - AI-driven lead systems. CRM setup, custom integrations, and marketing services. Connect your tools, automate follow-up, and trace every lead to revenue. SmartMetrics is AI-driven lead systems: marketing, sales, and data systems built, connected, and kept running. Work with senior specialists on CRM, ads, SEO, CRO, analytics, and AI systems — scoped quickly, delivered with clear outcomes. Agency teams can also use SmartMetrics growth tools: white-label client portals, proposals, project boards, reporting, and onboarding — in one branded workspace. ## Core pages - [Homepage](https://smartmetrics.com): SmartMetrics - AI-driven lead systems - [Homepage FAQ](https://smartmetrics.com/#faq) - [Build](https://smartmetrics.com/services): Marketing, sales, and data systems - [Build FAQ](https://smartmetrics.com/services#faq) - [Automate](https://smartmetrics.com/ai): AI for marketing, sales & data. Agents and automations inside the CRM, phone, and ad accounts you already run - [Automate FAQ](https://smartmetrics.com/ai#faq) - [Audit](https://smartmetrics.com/audit): Fixed-price audits of CRM, tracking, ads, SEO, and CRO - [Audit FAQ](https://smartmetrics.com/audit#faq) - [Home Builders](https://builders.smartmetrics.com): Playbooks, widgets, and CRM systems for custom home builders - [Home Builders FAQ](https://builders.smartmetrics.com/#faq) - [Zoho CRM Rescue](https://smartmetrics.com/services/zoho): Audit, fix, connect, and measure Zoho CRM - [Workiz Marketing Reporting](https://smartmetrics.com/services/workiz): Connect Workiz to Google Ads, Facebook and other channels. Real cost per job and ROAS by source. - [Agency Tools](https://smartmetrics.com/agency-tools): Productivity tools & white-label services for agencies - [Agency Dashboard](https://smartmetrics.com/agency): Main agency workspace — clients, projects, reporting, proposals - [Get a project quote](https://smartmetrics.com/#get-quote): Request a scoped quote (typically within 24 hours) - [Pricing](https://smartmetrics.com/agency-tools#pricing): Plan details for growth tools ## Services - Ads, SEO, CRO, web builds, CRM setup, analytics, and tracking - Implementation, audits, and ongoing support - Available direct or white-label for agencies ## Agency Tools & Features - [Client Portal](https://smartmetrics.com/features/client-portal): White-label portal your clients log into - [API & CSV Imports](https://smartmetrics.com/features/api): Connect CRMs, forms, and automation tools to auto-create clients - [Client Booking Widget](https://smartmetrics.com/features/bookings): Embeddable calendar booking inside the client portal - [Client Feedback](https://smartmetrics.com/features/client-feedback): Collect client feedback inside the portal - [Client Health Tracking](https://smartmetrics.com/features/client-health): Monitor activity and flag at-risk accounts - [Collaboration Hub](https://smartmetrics.com/features/collaboration-hub): Shared notes, files, and updates - [Google Ads Previewer](https://smartmetrics.com/features/google-ads-preview): Share live Google Ads previews for approval - [Client Access Sharing](https://smartmetrics.com/features/onboarding): Guided onboarding for GA4, Google Ads, Search Console, and more - [Browser Extension](https://smartmetrics.com/features/plugin): Manage client work from any browser tab - [Project Board](https://smartmetrics.com/features/project-board): Shared Kanban boards for agency and client - [Proposals](https://smartmetrics.com/features/proposals): Proposals with e-signature and Stripe payment - [Client Reporting](https://smartmetrics.com/features/reporting): Embed Looker, GA4, Tableau, or other dashboards - [White-Label Services](https://smartmetrics.com/features/white-label-services): Offer SEO, paid ads, or dev work through vetted partners ## Resources - [Smart Stack](https://smartmetrics.com/resources): Resources index — tools and services we use, skip, and watch - [Custom Integrations](https://smartmetrics.com/custom-integrations): Custom webhook integrations to replace Zapier-style task fees - [Looker Studio Reports](https://smartmetrics.com/looker): Done-for-you Looker Studio dashboards ## FAQ Answers below match the on-page FAQs. Machine-readable copy: https://smartmetrics.com/.well-known/faq.json ### What is SmartMetrics? SmartMetrics is a set of tools and services for lead generation and ecommerce businesses. You work with me, Tomas. From tracking setup to fully automated AI lead flows and RevOps, it all points to one goal. Clear data, less wasted spend, and more leads that turn into revenue. Source: https://smartmetrics.com/#faq-what-is-smartmetrics ### Am I hiring an agency? No. I scope it, build it, and answer the email when something breaks. No account manager, no handoffs. Work ships faster, and I work like part of your team instead of an outside vendor. Source: https://smartmetrics.com/#faq-am-i-hiring-an-agency ### What's the difference between Audit, Build, and Automate? Audit is a fixed-price review of your CRM, tracking, ads, SEO, or compliance, with the fee credited if you go ahead. Build is hands-on setup and management of your CRM, ads, SEO, and tracking. Automate is AI agents and workflows inside the tools you already use. Source: https://smartmetrics.com/#faq-whats-the-difference-between-audit-build-and-automate ### How does SmartMetrics pricing work? SmartMetrics work is either a fixed-price audit or project, or a monthly retainer for ongoing work. Nothing starts until you have a written scope and a price. Source: https://smartmetrics.com/#faq-how-does-smartmetrics-pricing-work ### What's included in a SmartMetrics audit? A SmartMetrics audit is fixed-price. You get written findings, the cost to fix the issues, and a scoped quote for the work. The audit fee is credited if you go ahead. Source: https://smartmetrics.com/audit#faq-whats-included-in-a-smartmetrics-audit ### Can I apply a SmartMetrics audit fee toward the work? Yes. If you start the recommended work after a SmartMetrics audit, the full audit fee is credited toward that project. Source: https://smartmetrics.com/audit#faq-can-i-apply-a-smartmetrics-audit-fee-toward-the-work ### How long does a SmartMetrics audit take? Most SmartMetrics audits take 5–7 business days after I have the access I need. Exact delivery time is listed on each audit. Source: https://smartmetrics.com/audit#faq-how-long-does-a-smartmetrics-audit-take ### What access do you need for a SmartMetrics audit? I need read-only access to the systems under review: the CRM, Google Analytics, Tag Manager, ad accounts, or the site. I tell you exactly what is required before the audit starts. Source: https://smartmetrics.com/audit#faq-what-access-do-you-need-for-a-smartmetrics-audit ### How do I choose which SmartMetrics audit I need? Send me what you're running. I'll tell you whether you need a CRM, tracking, ads, SEO, CRO, or compliance audit, and which one to book. Source: https://smartmetrics.com/audit#faq-how-do-i-choose-which-smartmetrics-audit-i-need ### How does SmartMetrics Build pricing work? Build work is a fixed price or a monthly retainer, depending on the scope. One-off CRM, ads, SEO, and tracking projects are priced before anything starts. Ongoing marketing, sales, and data ops run on a retainer. Source: https://smartmetrics.com/services#faq-how-does-smartmetrics-build-pricing-work ### Does SmartMetrics Build replace our marketing agency? Not unless you want it to. I'll build the CRM, tracking, and attribution underneath whatever your agency is running, and they get better data. If you'd rather have one person for all of it, I do that too. Source: https://smartmetrics.com/services#faq-does-smartmetrics-build-replace-our-marketing-agency ### What happens after I request a SmartMetrics quote? You tell me what you're running and where it's breaking. I tell you what I'd change. If it's worth doing, you get a written plan and a price within a couple of days. Source: https://smartmetrics.com/services#faq-what-happens-after-i-request-a-smartmetrics-quote ### Does SmartMetrics Automate put ChatGPT on our website? No. SmartMetrics Automate is not a ChatGPT widget on your site. I design AI agents and workflows that plug into your CRM, phone, and site for capture, first reply, routing, and follow-up. Claude, ChatGPT, or Gemini, whichever you already use. Source: https://smartmetrics.com/ai#faq-does-smartmetrics-automate-put-chatgpt-on-our-website ### What do SmartMetrics AI agents do? SmartMetrics agents answer every lead in seconds, run follow-ups until the lead converts, and close more deals from the leads you already pay for. They run inside the CRM, phone, and ad accounts you already use. Source: https://smartmetrics.com/ai#faq-what-do-smartmetrics-ai-agents-do ### Who is behind customer-facing AI in SmartMetrics Automate? A human. Agents are built and maintained, with me behind anything a customer sees. There is no unattended bot talking to buyers. Source: https://smartmetrics.com/ai#faq-who-is-behind-customer-facing-ai-in-smartmetrics-automate ### Do we have to change our CRM or ad accounts for SmartMetrics Automate? No. SmartMetrics agents sit inside the CRM, phone, and ad accounts you already run. The point is more conversion from the stack you have, not a new stack. Source: https://smartmetrics.com/ai#faq-do-we-have-to-change-our-crm-or-ad-accounts-for-smartmetrics-automate ### How does SmartMetrics Automate pricing work? Automate work is scoped before anything starts. Builds are fixed-price. Ongoing agents and workflows can run on a retainer so they stay maintained. Source: https://smartmetrics.com/ai#faq-how-does-smartmetrics-automate-pricing-work ### What if we already have a CRM? What if we don't? Either works. If you have a CRM, I set it up properly for how you sell homes: Lasso, HubSpot, Zoho, Salesforce, Buildertrend, JobTread, and most others. Switching is rare, and I'll say so if it's needed. If you don't have one, I'll recommend a CRM that fits how you sell and build it from a blank slate, which is often the easier project. Source: https://builders.smartmetrics.com/#faq-what-if-we-already-have-a-crm-what-if-we-dont ### How does SmartMetrics pricing work for home builders? Home builder work is a fixed price or a monthly retainer, depending on the scope. One-off builds are priced before anything starts. Ongoing marketing and systems work runs on a retainer. The Inquiry to Contract playbook and widgets are one-time or per-month. Source: https://builders.smartmetrics.com/#faq-how-does-smartmetrics-pricing-work-for-home-builders ### What happens after the 15-minute call? We find out if it's a fit. You tell me what's not working: too few leads, leads going cold, or spend you can't trace to contracts. I tell you what I'd change. If it's worth doing, you get a written plan and a price within a couple of days. Source: https://builders.smartmetrics.com/#faq-what-happens-after-the-15-minute-call ### We already have a marketing agency. Does SmartMetrics replace them? Not unless you want it to. I'll build the CRM, follow-up, and attribution underneath whatever they're running, and they'll get better data for their ads. If you'd rather have one person for all of it, I do that too. Source: https://builders.smartmetrics.com/#faq-we-already-have-a-marketing-agency-does-smartmetrics-replace-them ## Legal & Company - [Privacy Policy](https://smartmetrics.com/privacy) - [Terms & Conditions](https://smartmetrics.com/terms) ## Optional - [Sitemap](https://smartmetrics.com/sitemap.xml): Full list of indexed pages - [Organization schema](https://smartmetrics.com/.well-known/agent-profile.json) - [Site structure](https://smartmetrics.com/.well-known/site-structure.json) - [FAQ schema](https://smartmetrics.com/.well-known/faq.json)