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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.

Centralize every aspect of your services business on a single platform

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.



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Unify the management of all your projects

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. 

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Customize our delivery templates to reflect your unique methodologies

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. 

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Track budgets to actuals for every project, rolling up total hours to manage resource utilization across projects

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.

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SmartSuite gives your teams unparalleled control over your tasks and subtasks

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.

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Frictionless project status reporting

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.

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Work collaboratively with your group members on projects

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.

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Dashboard of key performance indicators as metrics and charts

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.

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Proactively‍ manage accounts with SmartSuite

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.

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How SmartSuite Works For Your Teams

Unify Your Client Engagement Reporting

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Explore All Features

Professional Services

Click on the cards below to view a live, read only version of the solution template.
Take advantage of core project management functionality, plus advanced features to manage fixed-cost or T&E contracts, change orders, engagement teams and more

Click to view live interactive demo of the solution

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/fyYEIJy6mp/
Allocate team members to client engagements

Click to view live interactive demo of the solution

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/R6LImlj1zU/
Manage service orders from start to completion.

Click to view live interactive demo of the solution

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.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/8Pdzr64Rcr/
Manage jobs from leads to quotation, invoicing and payment

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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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/FFVGwj6EbB/
Manage entire programs and their projects

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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.

Manage entire programs and their projects
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/LB3YMqcW2r/
Streamline every aspect of project management

Click to view live interactive demo of the solution

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/UpQK2Qjaqx/
Manage agency accounts easily

Click to view live interactive demo of the solution

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/yKpZ7uZ8Gz/
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

Click to view live interactive demo of the solution

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
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/B5ixvCfywF/

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