Client operations
Keep client information close to the work
Store client records securely and connect them with recurring work, projects, invoices, and revenue information.
Explore client management 30-day free trial no card required
One workspace to run clients, projects, people, and payments.
SmartAdmin brings project delivery, teams, time, payroll, invoicing, leads, tickets, and business operations into one connected workspace.
Full-feature accessExplore SmartAdmin for 30 days
30 daysFree trial
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Full accessExplore connected modules
SupportConfiguration assistance
One connected platform
Everything your service business needs, built in
Connect routine office operations in one system so information can move from clients and projects through time, payroll, invoicing, and payments.
See operational information clearly
Bring delivery, finance, and workforce information together to support day-to-day decisions.
Deliver projects with responsibilities visible
Assign work, manage milestones, and track progress against project objectives.
Move completed work into invoicing
Generate invoices from timesheets, estimates, services, or products and keep payment activity organised.
Connect people records, time, and payroll
Use timesheet and leave information to support payroll calculations and employee management.
Keep work hours and availability in view
Capture timesheets, monitor project duration, and manage leave requests and approvals.
A clearer way to work
One source of truth from client record to final invoice
Move through the SmartAdmin views that connect operational activity, client information, and project delivery.
01 · Operational overview
Start the day with current business information
Review active work, attendance, approvals, project activity, and other operational information from one workspace.
- Connected operational information
- Role-aware workspaces
- Fast access to daily activity
02 · Client relationships
Put client details where the team needs them
Centralise client records and connect them with projects, invoices, notes, and business activity.
- Searchable client records
- Connected projects and invoices
- Revenue and billing visibility
03 · Project delivery
Keep schedules and responsibilities visible
Plan work, assign tasks, monitor progress, and keep project communication close to delivery activity.
- Project schedules and tasks
- Progress and ownership visibility
- Connected team communication
Less fragmentation. More clarity.
Build a connected operating rhythm
SmartAdmin links routine office operations so teams can work with shared information and fewer disconnected handoffs.
Why SmartAdminConnected workflows keep client, project, people, and finance information close to the work.
Centralise
Keep business information in one connected system.
Streamline
Move routine approvals and recurring work forward.
Collaborate
Keep updates, ownership, and decisions close to work.
See clearly
Review current operational and financial information.
Built for daily operations
A practical workspace for connected teams
Bring common business processes together while keeping the detailed tools each team needs.
From lead to delivery
Keep lead, client, project, task, and ticket activity connected as work moves forward.
Explore lead managementFrom time to payroll
Connect work hours and leave information with employee records and payroll activity.
Explore payroll managementFrom work to invoice
Generate invoices from timesheets, estimates, products, or services and track payment activity.
Explore invoicingCurrent pricing, when you need it
Choose a plan using live pricing information
Start with a 30-day free trial, then review the current packages and feature comparison on the dedicated pricing page.
Plan amounts are shown only on the live pricing page to keep homepage information current.
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Your next 30 days are on us
Run your business with less friction and more clarity
Bring clients, projects, people, time, payroll, invoicing, and payments into one connected workspace.
30-day trial No card required Full-feature access