Professional Services Management for Improved Client Satisfaction
Give your human capital a performance boost to complete work orders, deliver engagements and manage projects faster and smarter than ever before.
Common Use Cases
Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.
Deliver Results
For Your Clients
SmartSuite supports Agencies, Consultancies, Creative Teams, Product Teams, Marketing Teams and Product Managers in unprecedented ways.
Delivery is what matters most. SmartSuite provides a unique opportunity to manage your internal delivery processes and the interactions between your teams and clients. It’s refreshing - centralizing all of your workflows in a single platform improves visibility to status and resource management.
Manage Any Project
From Simple to Complex
SmartSuite is your Swiss Army Knife of project delivery tools, with templates for large-scale transformational program management, complex multi-workstream projects, and even single one-off engagements.
Scale Your Unique
Method of Delivery
How you deliver is often as important as what you deliver. You can customize our delivery templates to reflect your unique methodologies, driving consistency across client teams while scaling your client base.
Maximize Your
Resource Utilization
Track budgets to actuals for every project, rolling up total hours to manage resource utilization across projects. Manage all the time spent on projects by resource, and ensure accurate timeline estimates for every project.
Powerful
Task Management
SmartSuite gives your teams unparalleled control over your tasks and subtasks. Assign tasks to your team with due dates, priorities and status values to indicate progress. Add subtasks to ensure project requirements are met and use flexible views to manage timelines and more.
Frictionless Project
Status Reporting
Everyone loves a well structured status report - especially clients. Use SmartSuite to wow them with structure and share seamlessly with live reports that clients can access any time.
Work Collaboratively
With Your Clients
Are your teams still trapped in never-ending, looping email exchanges with clients to review deliverables, capture requirements and manage work? SmartSuite provides an easy remedy, allowing clients to engage directly in the workflows while rolling up key engagement metrics for top-down visibility across all your clients.
Track Delivery
Metrics and KPIs
Metrics and KPIs provide deep insights through reports, rolling up revenue, services margin, utilization rates and more. Create powerful dashboards that track details of individual projects, and roll up data to unlock deeper insights.
Proactively
Manage Accounts
Happy clients create more project opportunities. SmartSuite creates a foundation to integrate how you deliver engagements with your ongoing account management and business development efforts. Build proactive account plans and seamlessly transition deal flow into new engagements.
How SmartSuite Works For Your Teams
Marketing powered by our Work Management Platform puts unprecedented capability at your fingertips. Start easy, then enjoy 200+ features built to help you work the way you want.
Unify Your Client Engagement Reporting
Run reports and build dashboards to ensure you know what’s happening at all times for every client engagement. Stay proactive before small issues become big problems.
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Create Delivery Templates
Create project delivery and process templates that integrate your unique method of delivery, and ensure your teams are delivering your secret sauce - at scale, every time.
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Staff Projects & Manage Teams
React to the needs of your team in real time. Work together on complex issues, identify risks, offer guidance and cultivate a collaborative culture. Use Member Directory to get to know team members skills and experiences, check their availability and see who’s online.
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Share & Collaborate with Clients
Use Share View to seamlessly share status, progress reports, design scope, and more with external stakeholders without having to purchase additional user seats in SmartSuite.
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Manage Change Requests
Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Track requests by status and link directly to other project management solutions to maintain a clear view of scope.
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Streamline Processes
Centralize your workflow by integrating with outbound and inbound marketing systems. Craft better content with all the time you save by not switching between systems!
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Manage Deliverables
Centralize all your client deliverables and maintain a live repository of assets you can build on. Don't let the work and expertise that went into your delivery assets get lost in the ether.
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Visualize Timelines
Track client engagement timelines and roll-up key dates across multiple projects with an integrated view.
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Professional Services
Client Engagements
Take advantage of core project management functionality, plus advanced features to manage fixed-cost or T&E contracts, change orders, engagement teams and more.
Engagement Teams
Right talent. Right time. Right team. Allocate team members to client engagements. This solution includes basic resource planning capabilities.
Service Orders
Manage service orders from start to completion. Assign products, team members or technicians. Built for companies offering discrete business or consumer services.
Quote to Cash
Manage jobs from leads to quotation, invoicing and payment. Get an integrated workflow and templates to track an entire job, including automated quotes and negotiations. Ideal for contractors, remodelers, technicians, or any entity serving complex jobs.
Program Management Office
Manage a portfolio of related projects serving a common goal. Roll key KPIs, status, issues and resolutions. Track project workstreams and map out milestones in timeline views.
Project Management
This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.
Agency Accounts
This solution offers the best of SmartSuite’s program, project and client engagement solutions, but specifically tailored for Advertising and Digital Marketing Agencies offering a wide array of services and custom client initiatives.
For Freelancers
This solution combines elements from our project management, Sales CRM, time tracking, billing and invoicing solutions to give freelancers a turn-key launchpad for their business.
