The Only CRM Built for Client Delivery Teams
From lead capture to project delivery, manage every client interaction with SmartTask’s powerful CRM features - built for growing teams.
Try it Live - It's FREE
Ditch the Spreadsheet, Upgrade to Smart CRM
Most teams juggle spreadsheets, emails, and sticky notes to manage sales. It’s messy, error-prone, and hard to scale.
Features that simplify your life
Visualize and Control Your Pipeline
Drag-and-drop deals through stages. Forecast revenue, track progress, and never miss a closing opportunity.
All Client Conversations, In One Place
No more hunting for scattered emails or call notes. Every conversation is logged in the deal timeline - from first hello to project kickoff.
Sell More. Remember Less
Automate routine tasks, set follow-up reminders, and ensure no deal falls through the cracks.
From Deal Won to Project Done - All in One Tool
Once the deal is closed, automatically convert it into a project - No more switching tools. No more losing context.
Know What’s Working. Fix What’s Not.
Powerful dashboards help you measure deal velocity, win/loss rates, and top-performing reps.
Can I prevent our clients from seeing unfinished work? Yes!
Can I see exactly who worked on what today? Yesterday? Last week? Yes!
Can I see everything that’s overdue on a single screen? Yes!
Can I view progress across multiple projects in one view? Yes!
Can I link up files from Google Docs, Figma, Dropbox, and other apps? Yes!
Can I see all the work that was completed on any given day? Yes!
Can I set up projects private only to a few members? Yes!
Can I @mention someone so they’re notified about something? Yes!
Can I slice and dice data to create charts and reports? Yes!
Can I see everything that’s assigned to someone on a single page? Yes!
Can SmartTask show tasks on a visual timeline? Yes!
Can I have conversations within a task? Yes!
Can I share data with clients? Yes!
Can I get reminded when the task is due? Yes!
Lastly, Can you help us set it up? Yes!
Schedule a process mapping call
Shuffling between countless spreadsheets? Stuck in an export-import loop?
Stop wasting time, money and energy on tools that don’t talk to each other.
- Unlimited guests
- Unlimited storage
- Global chat channels
- Universal Reporting
- Project Budgeting and Job-Roles
Start Closing More Deals - Without the Clutter
SmartTask CRM is easy to set up, intuitive to use, and powerful enough to scale with you.
Try it Live - It's FREE
