Why Marketing Agency Operations Break Down
Disconnected Tools
Most Agencies utilize one tool for sales, one for projects and emails for client communication. No wonder, the growth stalls as you scale.
Inefficient Resourcing
No clear visibility on who’s under-utilized or overloaded.
Budget Over-runs
No visibility on how scope creep, delays in project execution affect your profit margins
Keep your Agency Productive and Profitable
Execute client work with ease
- Clarity on who’s doing what by when
- Keep both internal teams and clients aligned with real-time updates and centralized communication
- Multi-homing of tasks across projects simplifies cross team collaboration
Time is Money, know where its going
Log time with timers, timesheets or through manual entries
Logged time is linked to budgets, so you can see the impact on profitability instantly
Make sure no one’s under-utilized or overworked
Get fast and accurate updates into your team’s workloads and the status of their work. Easily identify at-risk projects that need your attention.
Your window in company’s profitability
- Visualize effect on margins when scope or resource cost changes
- Have an overview on profitability in context of a business line, project or a client
- Prevent Budget over-runs with automated alerts
Craft a client experience that keeps them coming back
Proofing Workflow Budgeting Client Overview Workload Profitability Insights Client Portal Portfolio
Get started in mins with some pre-built Marketing Templates
Marketing Strategy
Align with clear goals and priorities
Campaign Management
Execute campaigns, big and small
Content Marketing
Event Management
Manage your entire event lifecycle.
Creative Production
Stop the timer and restart it when you return to the task.
The answer is Yes!
- 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!
Client Delivery Teams Love SmartTask
Based on 1000+ Reviews
An Award-Winning Software Loved By Customers
The Perfect tool for your Agency Operations
Run your projects smoothly, keep clients happy, and boost profits with SmartTask.
Frequently Asked Questions
What makes SmartTask different than other agency project management tools out there?
Most tools stop at task and project management—leaving you to juggle separate apps for CRM, resource planning, and financial insights. SmartTask brings it all together in one platform, purpose-built for agencies. From managing sales pipelines to tracking projects, allocating resources, and monitoring profitability, everything works seamlessly in one place.