Background
Lifecycle marketing, made whole

Smartytap
Every moment
in step.

A better way to grow the relationship after the first order. Welcome, remind, recover, and reply from one customer context, with email, SMS, journeys, forms, and AI working together quietly behind the scenes.

See plans for the size of your audience and the help you want around launch.

The stack Smartytap challenges

The old stack can send. It cannot think across the journey.

One tool for journeys. Another for email. Another for SMS. Another for calls. Smartytap brings those jobs into one AI-first lifecycle product.

Email platforms

Email campaigns, newsletters, templates, and lists are only one part of the customer journey.

SMS platforms

SMS needs the full customer record: email behavior, purchases, consent, and recent replies.

Journey builders

Journey logic still depends on connected forms, content, SMS, AI assistance, and service handoff.

Voice systems

Calls and service conversations need to know which campaign, journey, or customer moment came first.

Build the audience. Write the campaign. Send email and SMS. Trigger the journey. Answer the customer. Route the follow-up. Smartytap keeps it all on one customer record, with AI working across every step.

One AI layer for lifecycle messaging.

Build the audience, write the campaign, send the message, trigger the journey, and handle the reply without leaving the customer record.

Email

Campaigns, newsletters, templates, editing, and scheduled sends.

SMS/MMS

Consent-aware texts, MMS, opt-outs, and included SMS credits.

Forms

Popups, embeds, consent fields, and progressive profiling.

Journeys

Welcome, cart, post-purchase, winback, date, and API-triggered flows.

WhatsApp

Conversation channels for global lifecycle programs.

Push

Push and in-app messages for mobile lifecycle moments.

AI campaign workbench

Generate subject lines, email copy, campaign drafts, translations, segment ideas, and content analysis from the same customer context.

Audience and data layer

Sync Shopify, import CSVs, use profile attributes, lists, saved segments, consent, and extra customer data types.

Replies and voice follow-up

Use Customer Hub, shared inbox, ticket creation, saved macros, service agents, and escalation paths when a campaign becomes a conversation.

What the AI-first stack does.

Smartytap combines lifecycle marketing, SMS, customer communication, and service follow-up in one product.

Built to challenge the lifecycle stack.

Smartytap is not another channel tool. It combines email, SMS, AI, journeys, customer service, and voice-aware follow-up so lifecycle teams can replace several systems with one.

The old stack

Journey builders. Email platforms. SMS tools. Voice systems.

One system for journeys, another for email, another for texts, another for calls, and AI bolted onto whatever tool happens to be open.

Smartytap

Email. SMS. Journeys. Service. Voice. AI.

One product for the lifecycle team to create, send, automate, answer, analyze, and improve from the same customer context.

Email-first platforms

Email-first

Strong campaign tools, but SMS, replies, voice follow-up, and service context usually live somewhere else.

Smartytap

Email campaigns, newsletters, templates, AI copy, segmentation, and follow-up channels share one customer record.

SMS-first platforms

SMS-first

Text campaigns move quickly, but email behavior, form data, orders, and service handoff are stitched in later.

Smartytap

SMS/MMS runs beside email, forms, consent, audiences, AI assistance, Customer Hub, and ticket creation.

Journey-first tools

Journey-first

Event journeys can be precise, while content, SMS, forms, service replies, and AI workflows still span tools.

Smartytap

Lifecycle journeys include campaign creation, cross-channel messaging, AI drafts, segmentation, replies, and reporting.

Voice and service systems

Voice-first

Calls and routing happen after the customer has already clicked, purchased, replied, complained, or churned.

Smartytap

Customer Hub, shared inbox, tickets, service agents, escalation paths, and voice follow-up connect back to the lifecycle journey.

Old lifecycle stack

5 vendors

journeys, email, SMS, voice, AI

SmartyTap

1 AI-first platform

one customer record, every workflow

Plans

Pricing for the AI-first lifecycle stack.

Choose by contacts, email volume, SMS credits, AI credits, workspaces, and the launch support your team wants.

Pay monthly, or choose annual billing.

Launch Smartytap

Self-Serve

Recommended

For teams that want to launch lifecycle marketing and manage campaigns themselves.

$2,500/year
Included
25k contacts
Included
250k emails/mo
Included
25k AI credits/mo
Start evaluation

Included

  • Up to 25,000 contacts
  • 250,000 email sends per month
  • 2,500 SMS credits per month
  • 25,000 AI credits per month
  • 1 workspace
  • 3 extra customer data types

Built in

  • Email campaigns, newsletters, templates, drag-and-drop editing, and scheduled sends
  • Lists, audiences, profile attributes, consent tracking, embedded forms, and popup forms
  • Welcome, abandoned-cart, post-purchase, winback, and date-based journeys
  • AI subject lines, email copy, campaign drafts, and segment suggestions

Scale with operators

Auto-Pilot + Services

For teams that want help with migration, deliverability, lifecycle setup, and optimization.

$4,990/year
Included
100k contacts
Included
1M emails/mo
Included
Migration included
Book rollout

Included

  • Up to 100,000 contacts
  • 1,000,000 email sends per month
  • 15,000 SMS credits per month
  • 150,000 AI credits per month
  • 5 workspaces
  • 10 extra customer data types

Built in

  • Reusable email blocks, saved brand styles, campaign versions, and launch review workflows
  • Cross-channel journeys for email, SMS/MMS, push, in-app, WhatsApp, and transactional triggers
  • AI marketing agent, customer agent, reusable skills, translation, and content analysis
  • Migration, deliverability setup, lifecycle strategy, and weekly optimization support

Enterprise rollout

Enterprise

For teams with 250k+ contacts, regulated sending, multiple brands, or enterprise data and security requirements.

Custom
Included
250k+ contacts
Included
2.5M+ emails/mo
Included
SLA + dedicated team
Contact sales

Included

  • Starts at 250,000 contacts
  • 2,500,000 email sends per month
  • SMS and AI pools tailored with your team
  • Multi-brand workspaces
  • Customer data volumes sized for your rollout

Built in

  • Dedicated sending plan, IP/domain strategy, high-volume throttling, and reputation monitoring
  • Short codes, country routing, carrier/compliance planning, and throughput targets tailored to your rollout
  • AI review controls, private tool configuration, and workspace-specific AI limits
  • Warehouse exports, enterprise integrations, audit logs, Slack support, and SLA

Plan details

The details, clearly laid out.

Contacts, sending, SMS, AI, journeys, data, support, and services, side by side.

Capacity and channels

Marketing capacity

Self-Serve

Up to 25,000 contacts, 250,000 email sends per month, 2,500 SMS credits per month, 25,000 AI credits per month, 1 workspace, and 3 extra customer data types.

Auto-Pilot + Services

Up to 100,000 contacts, 1,000,000 email sends per month, 15,000 SMS credits per month, 150,000 AI credits per month, 5 workspaces, and 10 extra customer data types.

Enterprise

Starts at 250,000 contacts, 2,500,000 email sends per month, SMS and AI pools tailored with your team, multi-brand workspaces, and customer data volumes sized for your rollout.

Email marketing

Self-Serve

Campaigns, newsletters, templates, drag-and-drop editor, and scheduling.

Auto-Pilot + Services

Reusable content blocks, saved brand styles, campaign versions, team review, and launch QA.

Enterprise

Dedicated sending plan, IP/domain strategy, high-volume throttling, and reputation monitoring.

SMS / mobile messaging

Self-Serve

2,500 included SMS credits per month, consent tracking, opt-out handling, and SMS journeys.

Auto-Pilot + Services

15,000 included SMS credits per month, MMS, multi-audience sends, multi-country SMS, push, and in-app messages.

Enterprise

SMS volume tailored with your team, short codes, country routing, carrier review, and compliance planning.

Other channels

Self-Serve

Email, SMS, embedded forms, popup forms, and 5 webhook destinations.

Auto-Pilot + Services

Email, SMS/MMS, push, in-app, WhatsApp, webhooks, and transactional messaging.

Enterprise

Channels selected for your rollout, dedicated routing, SMTP integration, and enterprise integration support.

Lifecycle

Forms & list growth

Self-Serve

Popup forms, embedded forms, consent fields, and standard welcome-flow handoff.

Auto-Pilot + Services

Multi-step forms, connected forms, progressive profiling, and personalized capture flows.

Enterprise

Governed capture flows, regional consent rules, privacy review, and data-retention controls.

Contacts, profiles & audiences

Self-Serve

25,000 contacts, profile attributes, lists, audiences, saved segments, and 3 extra customer data types.

Auto-Pilot + Services

100,000 contacts, nested profile data, dynamic segments, AI segment builder, ad audience sync, and 10 extra customer data types.

Enterprise

250,000+ contacts, agreed data volumes, multi-brand customer records, and region-aware audience controls.

Automation / journeys

Self-Serve

Welcome series, abandoned cart, post-purchase, winback, date-based journeys, and two-branch logic.

Auto-Pilot + Services

Cross-channel journeys, behavioral targeting, API-triggered broadcasts, multistep automations, and send-time optimization.

Enterprise

Approval-gated journeys, multi-brand orchestration, journey volume sized for your rollout, and workflow audit trails.

AI features

Self-Serve

25,000 AI credits per month for subject lines, email copy, campaign drafts, and segment suggestions.

Auto-Pilot + Services

150,000 AI credits per month for marketing agents, customer agents, reusable skills, translation, and content analysis.

Enterprise

AI credit pool tailored with your team, review workflows, private tool configuration, audit logs, and workspace-specific limits.

Customer context

Customer Hub / service

Self-Serve

Customer portal, order tracking, buy-again links, shared inbox, and ticket creation.

Auto-Pilot + Services

Customer Hub personalization, helpdesk automation, saved macros, customer agent, and multiple service agents.

Enterprise

Enterprise helpdesk integration, support workflow design, escalation rules, and SLA reporting.

Analytics & reporting

Self-Serve

Campaign dashboards, sends, opens, clicks, unsubscribes, list growth, and revenue attribution.

Auto-Pilot + Services

Conversion tracking, goals, A/B tests, multivariate tests, survey reporting, and workspace performance dashboards.

Enterprise

Warehouse export, scheduled executive reporting, control reporting, and audit-ready activity history.

Data & integrations

Self-Serve

Shopify sync, API access, CSV import, webhook export, and standard ecommerce events.

Auto-Pilot + Services

Ecommerce, helpdesk, ad audience, and warehouse integrations, reverse ETL, historical data replay, and launch support.

Enterprise

Dedicated technical architect, agreed customer data model, private integration work, and enterprise data controls.

Transactional messaging

Self-Serve

Transactional email add-on for receipts, account notices, and simple API-triggered messages.

Auto-Pilot + Services

Transactional email, SMS follow-ups, support notifications, retry handling, and API-triggered broadcasts.

Enterprise

Dedicated transactional lane, high-volume SLA, routing rules, and deliverability monitoring.

Support and controls

Security

Self-Serve

2FA, admin/member roles, standard permissions, and secure account access.

Auto-Pilot + Services

SSO, role templates, scoped permissions, managed deliverability setup, and HIPAA/BAA review where applicable.

Enterprise

Audit logs, regional data controls, dedicated infrastructure options, and compliance review.

Support

Self-Serve

Help center, academy, community, and email support.

Auto-Pilot + Services

Chat and email support, onboarding, migration help, deliverability review, and campaign strategy sessions.

Enterprise

Priority technical support, dedicated success manager, launch specialist, shared Slack channel, and SLA.

Services

Self-Serve

Self-directed setup; migration or strategy help can be purchased separately.

Auto-Pilot + Services

Included onboarding, list migration, sender setup, first lifecycle flows, deliverability review, and monthly optimization.

Enterprise

Scoped launch plan for migration, security review, data architecture, executive reporting, and quarterly business reviews.

Space, at your fingertips

What would you do with 22% more revenue?