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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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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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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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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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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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

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 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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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

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

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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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

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/public/pb7v5n6n/solution/5fda389cc18ccf5fb5d416e7
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123bb59b28c81ef93326ece
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.
https://app.smartsuite.com/pb7v5n6n/solution/6123beb80e5b8b5165b1df2d/6123beb80e5b8b5165b1df30/6123bebad00cfda9103e6968/grid
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123bafb35e323b06930d17f
Manage entire programs and their projects

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/public/pb7v5n6n/solution/5f4f985707b3ff7de1b70ae4
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
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
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
https://app.smartsuite.com/public/pb7v5n6n/solution/611fae86a9b272edb7893b34
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123b9e737287fba03186ead

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