SmartTask

A triple threat of project management, task tracking, and CRM that massively increases team productivity

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So many business hours are spent looking for information that’s scattered across chat, sales, and business apps.

But keeping up with multiple tools for internal communication, scheduling, and work management is significantly less entertaining than Keeping Up With the Kardashians.

You need one powerful yet simple work management tool that streamlines your workflow without any fuss.

Meet SmartTask, the revolutionary all-in-one platform that actually increases team productivity.

TL;DR

too long didn't read
Maximize productivity on one platform with task and project management combined with CRM
Alternative to: Asana and Clickup
Tailor your workflow with custom fields, custom charts, and custom views
Best for: Project managers, salespeople, and operations teams looking to get on the same page and boost efficiency

Overview

SmartTask streamlines communication, information, and project management on one single platform.

SmartTask isn’t just another project management tool—it’s a game-changer.

This all-in-one platform is the easiest way to collaborate, with a simple interface that lets you have clarity on which team member is doing what and by when.

SmartTask understands that different teams have different goals, allowing you to utilize the interface view that best suits the work you do.

Whether you’re managing ad hoc tasks or overseeing a project that passes through multiple stages, there’s a view for everyone. (You get a view! And you get a view!)

And because time management is essential to your entire workflow, you can keep track of all your meetings and deadlines using the Calendar view.

Choose which view is most useful for your team’s goals, from Tasklist view, Board view, and Timeline view.

Since managing your work shouldn’t be another source of work, SmartTask helps you get all your ducks (or projects) in a row—and keep them there.

The Portfolio feature allows you to have an eagle-eye view of all the projects in progress and their predicted completion dates.

Talk about having that big picture perspective!

View multiple projects in one view with their statuses and predicted completion dates.

With the Sales Pipeline feature, you can easily track inquiries throughout the sales funnel.

You can attach contacts, so you’ll always be in the loop with client communication.

SmartTask saves all communication history, keeping your team in sync when it comes to what transpired till now as well as the next action points.

Best of all, SmartTask’s CRM analytics tracks the number of leads in different stages of each sale.

You can also analyze your team’s performance over time (just in case you wanna keep tabs on your team’s MVP).

The Sales Pipeline feature lets you track inquiries throughout the different stages of each sale.

SmartTask also lets you customize your workflow, so you can maximize your team’s productivity without getting bogged down by rigid templates.

Custom Fields allows you to provide additional info on each task and track your work in a way that suits your team’s specific needs.

Once you have all the deets for your tasks, Custom Charts helps visually analyze all your data, be it through bar, line, or pie charts!

Easily start a video meeting with your team or guests from the task and chat view.

SmartTask isn’t just book smart it’s also street smart.

Along with keeping track of completed tasks, SmartTask also monitors the quality of the work.

Using Karma Points, team members can reward each other for jobs well done.

When it’s time to review someone’s performance, SmartTask is able to analyze qualitative and quantitative data for a more holistic evaluation (unlike the SATs...).

Using the Karma Points feature, colleagues can rate each other’s work performance and enhance evaluations.

Keeping important things scattered across a bunch of different places is exactly how you lose them (see: how my phone ended up in the fridge).

Instead of constantly switching between different platforms, why not maximize your team’s productivity and streamline your internal processes?

SmartTask is the all-in-one work management tool that takes care of the little things, so you can focus on growing your business.

Get lifetime access to SmartTask today!

P.S. Learn how to use SmartTask like a pro by catching our training webinar replay here: Webinar Replay!

Related Blog Posts:

SmartTask

SmartTask

Smarttask.io
FounderFounder

Updates from SmartTask

September 30, 2020

Posted Feb 9, 2023

February 25, 2021

Posted Feb 9, 2023

Questions
Reviews

Questions & Reviews

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Showing 5 of 152 questions

Q: I was planning on buying this but i found out it has no documentation / knowledgebase section.

Is this planned?

This is a dealbreaker for me since i would need another tool to create docs then.
It says on the page its an alternative to Clickup but it seems not to be very complete...not a real alternative i guess.

Hope you can give me some information about a documentation section so we might reconsider buying your product.

AppieMar 18, 2021
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Founder Team
Shyamal

Shyamal

May 14, 2024

A: Yes you are right SmartTask doesn't have an ability to create native documents. However, you can attach Google Docs or similar document link in any task in a project.

I recommend checking out our "Getting started" project in the sidemenu to see how SmartTask can be utilized as an internal resource storage for the team.

You can find out about all our features here: www.smarttask.io/features

Regards,

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Q: Hi, Can you increase the user limit to unlimited at least in last 4 hours of time, so that we can buy this is ?

increase the amount and make it unlimited users. Lookig forward your response.

Sumo-kingPLUSMar 15, 2021
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Founder Team
Shyamal

Shyamal

May 15, 2024

A: This is the best offering. Thanks

Infact immediately after Appsumo ends the price is www.smarttask.io/pricing

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Q: Hi Sumoling 👋, I’m Shyamal Parikh - the founder of SmartTask.

We started working on SmartTask with a vision to help teams be 300% more productive 🚀 by streamlining communication flows and assisting them with better insights.

We all know the pain of juggling between different tools to find the one critical piece of information. It's time we had a single work management tool that’s easy to use and yet offers the customizations we need to get our work done.

Till date we have been working on strengthening the foundation and achieving feature parity with the top tools out there. I am happy to share that we are very near to feature parity. We today serve over 20000 users across the globe with some marquee paid clients like ABB, Adecco, etc.

Going forward you would see us executing on our long term goals bringing us closer to our vision. We already embarked on that journey with recent unique features like:

== ADVANCED SEARCH AND REPORTS:
== AUTOMATED CHECK-INs
== SALES PIPELINE with ESTIMATED SALES
== CUSTOM CHARTS
== PORTFOLIO VIEW
== WORKLOAD VIEW
== TIME TRACKING with BUDGETING
== EASE OF USE AND UX

One question you may have in mind Why Appsumo and why now? 🤔
Though we are generating decent monthly recurring revenue from our subscribers, most of our clients are based in India. Our goal with Appsumo is to get a good foothold outside of India and scale up the pace of development with your support

Join us 🤝 in developing the best productivity tool out there. We are passionate about having you as a partner and growing together!

Shyamal and SmartTask Team

------------------------------------------------------------------------------------------------------------------------

Here are some Frequently Asked Questions:

1. Where can I check out a full demo of SmartTask?
-- https://youtu.be/5NhNOYuVH8k

2. Do you have any tutorials?
-- https://www.youtube.com/playlist?list=UU5GynttZwxpZTeQohddul3w

3. What’s the roadmap?
-- https://updates.smarttask.io
-- Have a feature request which is not there in SmartTask? Please utilize our product feedback page (https://forum.smarttask.io/c/product-feedback) to share your request and vote on existing ones.
-- We prioritize features based on the votes, impact, difficulty level and alignment with our goal.

4. What are the 3rd party integrations SmartTask has?
-- https://www.smarttask.io/apps

5. Does SmartTask have an Open API?
-- You can find our API docs here: https://dev.smarttask.io

6. Not sure if SmartTask addresses your usecase?
-- Talk to us through our website chat support at www.smarttask.io we would be happy to address your specific query.

ShyamalSep 30, 2020
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Q: Hi, I want to make some tasks for 200 people, which plan should I choose?

vatihFeb 26, 2021
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Founder Team
Shyamal

Shyamal

May 14, 2024

A: You can surely do that. We have companies with more than 1000 users.

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Q: Any idea when the time tracking + budgetting is gonna launch?

And when can we expect a UI update? The website itself already has a redesign (at least the landing page for Appsumo which looks so clean), but when I switch from this website to the login and tool itself, I get less excited.

yferMar 11, 2021
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Founder Team
Shyamal

Shyamal

May 15, 2024

A: Time Tracking + Budgeting is already part of the tool. More here: https://www.youtube.com/watch?v=kJU65J8Y0AI

Yes, as you already see we are updating our UI and you would soon see a much modern UI of SmartTask app in near future.

Regards,

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