AI TOOL PROFILE
SmartTask: Project Management and CRM Software
- Productivity
- Project Management
- Marketing firms
- Consultancies
- Creative agencies
- High-tech teams
- Architecture and interior design firms
- Service-based businesses
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.
At a glance
- Best for
- Marketing firms, Consultancies, Creative agencies, High-tech teams, Architecture and interior design firms
- 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
- Visit Smarttask official website
How AI is used
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
Integrated Sales CRM
Tracks leads and deal pipelines, with the ability to convert won deals into projects.
Resource AI
AI-driven resource planning designed to help balance workloads and support profitability.
Time Tracking and Budgeting
Supports logging billable hours, setting cost rates, and monitoring project budgets.
Client Portal
Provides a dedicated space for clients to track project progress and collaborate.
Task Management
Includes subtasks, task dependencies, recurring tasks, and custom fields for workflow organization.
Multi-Project Views
Offers Timeline, Board, Calendar, and Portfolio views to visualize work.
Use Cases
Client Delivery Management
Managing the process from capturing a lead in the CRM to delivering the final project.
Workload Balancing
Using capacity planning and utilization reports to distribute tasks across the team.
Project Financial Tracking
Monitoring project spending against budgets using billable and cost rates.
External Stakeholder Collaboration
Sharing specific project updates and files with clients through a branded portal.
Integrations
- Google Drive
- Dropbox
- Google Calendar
- Outlook Calendar
- Slack
- Zapier
- Make.com
- Pabbly
- Meta Lead Forms
- Jotform
- Google Sheets
FAQ
Who is SmartTask designed for?
- It is designed for client delivery teams, including those in marketing, creative, engineering, and consultancy roles.
Does SmartTask have a free version?
- Yes, there is a Free Forever plan that includes unlimited tasks, users, projects, and contacts.
Can I manage my sales pipeline in SmartTask?
- Yes, the software includes a CRM with a deal pipeline and the ability to convert won deals into projects.
Which plan is required for time tracking?
- 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
More tools in Productivity
Other published listings in the Productivity category.
More tools in the Project Management software type
Related listings that share the same software type for comparison and shortlisting.
