SmartTask: Project Management and CRM Software
SmartTask helps client delivery teams manage the transition from sales leads to project completion. It is designed for firms that want to consolidate CRM and project management in one workspace.
At a glance
- Category
- Productivity
- Best for
- Marketing firms, Consultancies, Creative agencies, High-tech teams, Architecture and interior design firms
- Pricing
- Pricing includes a Free Forever plan at $0. Paid tiers include Premium at $6 per user/month and Business at $11 per user/month, billed yearly. Enterprise pricing requires contacting sales.
- Key use cases
- Client Delivery Management, Workload Balancing, Project Financial Tracking, External Stakeholder Collaboration
- Integrations
- WhatsApp, Google Drive, Dropbox, Google Calendar, Outlook Calendar
- Official website
- smarttask.io
SmartTask is a work management tool designed for teams that handle client-facing projects, such as marketing firms, consultancies, and design studios. It combines project management features with a built-in CRM and resource planning tools.
The platform supports the client lifecycle, from tracking leads and managing sales pipelines to executing tasks and monitoring budgets. It includes views such as Kanban boards, timelines, and portfolios to help managers track progress across multiple projects.
For teams focusing on project margins, the software includes time tracking and budgeting tools that support the definition of billable and cost rates. It also includes Resource AI, which is designed to help balance team workloads and plan capacity.
Buyers should confirm which pricing tier fits their needs, as reporting, time tracking, and budgeting features are available in the Business plan and above.
Key Features
Tracks leads and deal pipelines, with the ability to convert won deals into projects.
AI-driven resource planning designed to help balance workloads and support profitability.
Supports logging billable hours, setting cost rates, and monitoring project budgets.
Provides a dedicated space for clients to track project progress and collaborate.
Includes subtasks, task dependencies, recurring tasks, and custom fields for workflow organization.
Offers Timeline, Board, Calendar, and Portfolio views to visualize work.
Use Cases
Managing the process from capturing a lead in the CRM to delivering the final project.
Using capacity planning and utilization reports to distribute tasks across the team.
Monitoring project spending against budgets using billable and cost rates.
Sharing specific project updates and files with clients through a branded portal.
Best For
Integrations
Pricing
Pricing includes a Free Forever plan at $0. Paid tiers include Premium at $6 per user/month and Business at $11 per user/month, billed yearly. Enterprise pricing requires contacting sales.
FAQ
It is designed for client delivery teams, including those in marketing, creative, engineering, and consultancy roles.
Yes, there is a Free Forever plan that includes unlimited tasks, users, projects, and contacts.
Yes, the software includes a CRM with a deal pipeline and the ability to convert won deals into projects.
Time tracking and budgeting features are available in the Business plan, which starts at $11 per user per month billed yearly.
Source category: Productivity
Source subcategory: Project Management
