Who uses SmartTask

Project Managers – For planning and executing projects.

Why they use SmartTask:

Project managers rely on SmartTask to plan, monitor, and successfully execute projects of all sizes. The platform helps them break down projects into tasks, assign responsibilities, set deadlines, and track progress in real-time.

How they use it:

• Create and manage multiple projects with defined timelines.

• Use task lists, boards, and timelines for visual project planning.

• Allocate tasks to team members and track workloads.

• Set dependencies to manage task sequencing.

• Monitor overall progress with reporting and dashboards.

• Centralize project discussions and file sharing within task comments.

Sales & CRM Teams – For tracking leads and deals.

Why they use SmartTask:

Sales and CRM teams use SmartTask as a lightweight CRM to manage their sales pipeline and client interactions. It offers an organized way to track leads, deals, follow-ups, and client information — helping improve closure rates and customer relationships.

How they use it:

• Manage leads, prospects, and deal stages through custom pipelines.

• Set reminders and follow-ups to never miss an opportunity.

• Track communication history through comments and file attachments.

• Automate routine follow-ups and updates via workflow automations.

• Generate reports on sales activities, deal closures, and revenue projections.

• Collaborate with other departments for smooth deal handovers.

Operations Teams – For workflow automation and process optimization.

Why they use SmartTask:

Operations teams depend on SmartTask for process management, workflow optimization, and internal coordination. It ensures operational processes run smoothly, teams stay aligned, and bottlenecks are addressed proactively.

How they use it:

• Map out internal workflows and SOPs using templates.

• Automate repetitive tasks and status updates to reduce manual effort.

• Track task ownership, deadlines, and progress for internal initiatives.

• Use custom fields to capture process-specific information.

• Monitor team and process performance through analytics and dashboards.

• Standardize recurring processes like onboarding, procurement, or vendor management.

Agencies – For managing client projects.

Why they use SmartTask:

Agencies — whether digital marketing, creative, or consulting — use SmartTask to manage multiple client projects simultaneously, ensuring deadlines, deliverables, and communications stay on track.

How they use it:

• Set up a dedicated project (or “Page”) for each client.

• Break down client work into phases, tasks, and milestones.

• Collaborate with clients by adding them as guests for visibility and feedback.

• Track hours spent on projects for invoicing and profitability analysis.

• Maintain campaign calendars, content schedules, or project plans.

• Use dashboards to monitor multiple client projects in a single view.