From enquiry to ongoing client work
Capture a lead and its source, keep contact and document details on the client record, and handle follow up requests with ticket history in view.
ONE CONNECTED WORKSPACE
Everything your team needs to move work forward.
Bring clients, projects, people, time and finance into a clearer way of working. Explore the tools that connect day-to-day activity across SmartAdmin.
A connected view from first lead to final payment
EXPLORE THE PLATFORM
The right tools for every part of the work.
Start with a module and see how it fits into the larger workflow.
WORK THAT STAYS CONNECTED
From the first conversation to the work that follows.
SmartAdmin brings related records and activities into one workspace, so teams can follow a connected path through sales, delivery and finance.
Explore Project ManagementFIND YOUR WORKFLOW
Explore SmartAdmin by the work your team does.
Each set of tools can stand on its own, while related records help teams continue the same work across departments.
From project plan to recorded hours
Set up projects and tasks, organize the daily schedule, and record the time spent on the work. Progress and hours stay close to the plan they support.
From employee record to payroll review
Keep employee details and team context together, manage leave packages and requests, and review attendance and pay structures when preparing payroll.
From purchase or service to payment
Prepare invoices for products, services or project time, keep vendor purchase orders organized, and follow the payment activity connected to each record.
BUILT FOR SHARED WORK
A clearer view for every team.
Delivery teams
Keep the project plan, assigned tasks, daily schedules and recorded hours in view. Teams can follow how individual activities contribute to the work being delivered.
People teams
Review employee information with leave, attendance and pay structures close at hand. Connected records give HR and managers more context for each people process.
Finance teams
Prepare invoices and review vendor, purchase and payment activity alongside the work behind each amount. The related client or supplier record stays within reach.
SEE SMARTADMIN IN ACTION
See how your work can connect.
Walk through the platform with our team or explore it yourself.