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Professional Services

Professional Services

Give your human capital a performance boost to complete work orders, deliver engagements and manage projects faster and smarter than ever before.

Drive professional services success with SmartSuite
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Power
Your Projects

Build client engagement teams and standardize the way you deliver client projects. Track everything, including milestones, issues & risks, status reports, engagement hours, and more.

Manage
Work Orders

Track service orders from lead through delivery. Manage quotes, jobs, invoicing and more. Build rich client data to keep work flowing into your doors.

Right Tools
For Your Team

Run your entire services organization or arm your team with the only tools they'll need to deliver exceptional results.

Connect Everyone,
Everywhere

Collaborate with your team out in the field or support engagement teams from afar with integrated conversations, project management and workflow.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

All your projects in one spot

Slice and dice service delivery data from simple work orders to complex client engagement programs. Manage milestones, budgets and keep an eye on your margins in real-time, from a single dashboard.

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Create project teams

Keep your team focused on the work at hand by defining roles and permissions for work order queues and client projects.

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Automatically prioritize tasks

Tackle top priorities with integrated task management. Surprise and delight clients with quick responses and proactive action.

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Integrate with adjacent tools

Expand your reach with one-click integrations to calendar management, video conferencing, messaging and other service delivery tools.

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Collaborate in real-time

Simplify teamwork. React to the needs of your team in real time. Consult on a particular service issue, offer guidance and cultivate a collaborative culture in a remote work environment.

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Keep projects safe & secure

Reduce risk of jeopardizing sensitive client information by consolidating systems onto industry-leading technology infrastructure.

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Automate recurring tasks

Manage client expectations by automating status reporting and issue management workflow. Keep work order queues moving with triggers to take action.

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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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Explore All Features

Professional Services

Take advantage of core project management functionality, plus advanced features to manage fixed-cost or T&E contracts, change orders, engagement teams and more

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.

Take advantage of core project management functionality, plus advanced features to manage fixed-cost or T&E contracts, change orders, engagement teams and more
Allocate team members to client engagements

Engagement Teams

Right talent. Right time. Right team. Allocate team members to client engagements. This solution includes basic resource planning capabilities.

Allocate team members to client engagements
Manage service orders from start to completion.

Service Orders

Manage service orders from start to completion. Assign products, team members or technicians. Built for companies offering discrete business or consumer services.

Manage service orders from start to completion.
Manage jobs from leads to quotation, invoicing and payment

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.

Manage jobs from leads to quotation, invoicing and payment
Streamline your inventory tracking, supplier management, purchase and sales orders

Inventory Tracking

Streamline your inventory tracking, supplier management, purchase and sales orders. Up your inventory game without spending capital on expensive ERP systems. Ideal for fast-moving small and medium-sized businesses with limited SKUs.

Streamline your inventory tracking, supplier management, purchase and sales orders
Manage entire programs and their projects

Program Management

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.

Manage entire programs and their projects
Streamline every aspect of project management

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.

Streamline every aspect of project management
Manage agency accounts easily

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.

Manage agency accounts easily
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

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.

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

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022