SmartTask
Client delivery solution built for ambitious teams combining project management and CRM
SmartTask is a work management platform for service teams that brings projects, tasks, resources, time tracking, budgets, sales pipeline, and client communication into a single workspace. It addresses the problem of work being split across disconnected tools, where consolidating data manually is time-consuming and error-prone.
The platform includes task and project management with tasklists, subtasks, dependencies, recurring tasks, custom fields, and task templates. Views include board, calendar, timeline, portfolio, dashboards, and filtered views. It offers workflow automation, time tracking with billable time and timesheets, resource management with capacity planning and Resource AI, project budgeting, and a sales CRM with deal pipelines and call recording. A client portal with custom domains and unlimited free guests supports external collaboration. Integrations include Google Drive, Dropbox, Slack, Google Calendar, Outlook, Zapier, Make.com, Pabbly, Jotform, Twilio, WhatsApp, and an MCP Server that connects AI assistants such as Claude and ChatGPT.
SmartTask is aimed at marketing, design, software and IT, consultancy, and architecture teams. It offers a free plan, with additional editions available.
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