Free live webinar | 90 minutes
See Every Client, Project, and Deadline in One Dashboard with SmartSuite
How agency & consultancy owners replace scattered spreadsheets and tools with one place to run the whole business. Live demo with an official SmartSuite partner.
- The CRM, projects, owner dashboard and client view, live
- How it’s set up in two weeks so your team keeps using it
- Time for your own questions
Pick one of three live dates
Tue, Nov 10 | 12:00 PM EST / 6:00 PM CET
Thu, Nov 12 | 3:00 PM EST / 9:00 PM CET
Tue, Nov 17 | 12:00 PM EST / 6:00 PM CET
Hosted by Laura Plantak, founder of Proprium
Save your seat
Can’t make it live? Register anyway and we’ll send you the recording.
- 4.9 / 5across 100+ verified reviews
- 400+projects delivered since 2018
- VerifiedSmartSuite Partner, certified consultants
- Freelive, 90 minutes, with the recording
- ★★★★★“The event was beyond my expectations.”Ines B. H., webinar attendee
- ★★★★★“I would without a doubt recommend. I’m disappointed they weren’t on my radar sooner.”Jenifer N., CEO, Avo Solutions
- ★★★★★“Hands down, the best thing I ever did for my business.”Christine L., CEO, Compass Consulting
- ★★★★★“An absolute game-changer for our business.”Jorge F., windows and doors company, Texas
- ★★★★★“I’m now able to save at least 1 hour a day.”Justin A., Review
- ★★★★★“From totally confused to on my way to totally organized in 60 minutes.”Gina B., Review
- ★★★★★“She truly understands how to customize a tool to fit a specific business.”Ben B., Review
- ★★★★★“They went above and beyond expectations.”Sean B., Review
- ★★★★★“Laura is an excellent speaker who brought the heart of the matter in a simple way.”Ines B. H., webinar attendee
What you’ll see live
One dashboard for the whole business
We build it in front of you: the CRM with every client and deal, projects with owners and deadlines, the owner dashboard and the client view.
- Every client, deal and project in one place
- Deadlines and owners visible to the whole team
- An owner dashboard that updates itself
- A client view, so clients stop asking for updates
- One status change reaching the dashboard and the client, live
A Monday morning, two ways
From five tabs to one dashboard
Here’s what changes for a firm that moves into SmartSuite. You’ll see every one of these screens live in the webinar.
01 | Clients
“Where are we with this client?” has one answer
Every client and deal lives in one CRM board. No more checking the inbox, a spreadsheet and three people’s notes.
02 | Projects
Every project has an owner and a next step
Projects open from a template with tasks, owners and deadlines, so work starts without you handing it out.
03 | Deadlines
Nothing slips through on a busy week
One calendar shows every milestone and due date across clients, so you see a crunch coming.
04 | The owner view
You see the whole firm on one screen
Revenue, workload and project health update themselves as the team works. Monday’s status meeting gets short.
05 | The client view
Clients stop emailing for updates
Each client sees their own status, so the “any update?” emails stop.
New to SmartSuite?
Watch the official SmartSuite overview before the webinar, or open a free trial and follow along live.
Partner link: if you sign up through it, we may earn a commission at no extra cost to you. It never changes what we recommend. Affiliate disclosure.
Why SmartSuite
The platform we build it on, and know inside out
SmartSuite brings your CRM, projects, documents, dashboards and a client portal into one workspace, without code. You change it as your firm changes, instead of waiting on developers.
- Clients, deals, projects and invoices in one connected workspace
- Dashboards that update themselves, for you and for each client
- A client portal included, so clients check status themselves
- Flexible enough to fit how your firm works, simple enough that the team keeps using it
Built for client data you can’t afford to lose
SmartSuite is independently audited, so you can put client records, contracts and project data in one place with confidence.
- SOC 2 Type IIAudited every year for security, availability and confidentiality.
- ISO/IEC 27001:2022A certified information security management system.
- GDPRThird-party GDPR audit, with a Data Processing Agreement on request.
- HIPAAThird-party HIPAA audit. A Business Associate Agreement on the Enterprise plan.
- Hosted on AWS, US or EUData centers in the US (Ohio) and the EU (Ireland). EU data residency on the Enterprise plan.
- Encrypted end to endTLS in transit, AES-256 at rest, encrypted backups, permissions down to each field.
Source: SmartSuite evaluation guide. Plan conditions apply.
SmartSuite projects we’ve delivered
SmartSuite case studyFrom intake to invoice on 1 connected systemSmartSuite, SharePoint, QuickBooks and Timely connected into one operating system for a telecom engineering firm.Read the case study →
SmartSuite case studyOne connected system for the whole operationContacts, sales and project delivery in one SmartSuite workspace for Avo Solutions, built around how the team works.Read the case study →
SmartSuite case study20+ hours of weekly admin eliminatedFive systems and an Excel library replaced with one business system for a timber coating manufacturer.Read the case study →
SmartSuite case study200+ customers migrated before peak seasonA starter system for a two-partner custom shop, adopted by both before their biggest trade show of the year.Read the case study →You only know where things stand when you ask.
Clients live in a spreadsheet, deals in someone's inbox, projects across three tools. The team asks you. Clients ask you. Your tools aren't disconnected because you chose the wrong ones. You've simply outgrown how the work is set up.
"Where are we with this client?"
"Who's doing what, by when?"
"Any update?"
"Everything goes through me."
Before and after
From chasing updates to seeing everything
Today
- Updates live in email, chat and three spreadsheets
- Clients email you “any update?”
- Deadlines live in your head
- Monday goes on reconciling numbers
After the webinar
- You know exactly what one connected dashboard looks like
- You know how clients would check status themselves
- You have a two-week plan to set it up
- You know whether to build it yourself or get help
What waiting costs
Work out what scattered tools cost your firm
Move the sliders. Most owners are surprised by the number.
The agenda
90 minutes. Four parts. One clear picture.
- 10–15 min
Welcome
Who this is for and what you’ll walk away with. The things owners tell us most, from “Where are we with this client?” to “Everything goes through me”, and why they happen even in well-run teams.
- 215–40 min
The live demo
The CRM with every client and deal, projects with owners and deadlines, the owner dashboard and the client view. Then one status change, and you watch it reach the dashboard and the client.
- 340–60 min
How it gets set up
From a ready template to your own data in two weeks: what moves in, how the team is trained, and the step most tool rollouts skip.
- 4
What you’ll walk away with
Worth your 90 minutes, even if you never hire us
A clear picture
What your own dashboard would look like, built around how your firm works.
A two-week plan
From a ready template to your own data, and how to get the team using it.
The recording
Everyone who registers gets it, even if you can’t make it live.
Laura Plantak
Founder and CEO, Proprium | Host of Systems with Laura
For eight years Laura and her team have built and managed the systems professional services firms in Europe and the US run on. Proprium is a Verified SmartSuite Partner with SmartSuite-certified consultants, with 400+ projects delivered.
★★★★★
“Laura is an excellent speaker who brought the heart of the matter in a simple and comprehensible way. The event was beyond my expectations.”
Ines Brezovac Horvat | Webinar attendee
What people say
Founders who stopped being the bottleneck
4.9 / 5 from 100+ verified reviews.
★★★★★
“Working with Laura and Filip to build out our scheduling and deal-tracking software has been an absolute game-changer for our business. … Thanks to them we’re not missing any appointments and tracking every lead coming in efficiently.”
Jorge Flores | Windows and doors company, Texas
★★★★★
“She truly understands how to customize a tool to fit a specific business.”
Ben B. | Review
★★★★★
“I would without a doubt recommend. I’m disappointed they weren’t on my radar sooner.”
Jenifer Namestka | CEO, Avo Solutions, Inc
★★★★★
“It was hands down, the best thing I ever did for my business.”
Christine Lawson | CEO, Compass Consulting
★★★★★
“With the very basic (but fundamental) changes that we implemented, I’m now able to save at least 1 hour a day in organization time.”
Justin A. | Review
★★★★★
“Laura took me from totally confused to on my way to totally organized in a matter of 60 minutes.”
Gina B. | Review
Who it’s for
Is this webinar for you?
Join if
- you run an agency, consultancy or other professional services firm
- clients, projects and deadlines live in several tools
- you are the person everyone asks for an update
- you are considering SmartSuite, or already have it
Skip it if
- you need custom software or an ERP
- you work alone with no repeating projects
Not sure? Register anyway: you’ll get the recording.
Before you register
Is it really free?
Yes.
What if I can’t attend live?
Register anyway. Everyone who registers gets the recording.
Do I need to be technical?
No. It’s built for founders, not IT people.
Will you try to sell me something?
At the end we’ll briefly show how we help those who want it. The webinar is worth your hour either way.
Free live webinar | 90 minutes
Save your free seat now
See, live in SmartSuite, how one dashboard replaces the spreadsheets, inboxes and tools you check every morning, and how it gets set up for a firm like yours.
In 90 minutes you’ll see
- Every client, deal, project and deadline in one owner dashboard
- One status change reaching the dashboard and the client view, live
- How a firm moves in from a ready template in two weeks
- Your own questions answered, with your tools in mind
Pick a date
- Tue, Nov 10 | 12:00 PM EST / 6:00 PM CET
- Thu, Nov 12 | 3:00 PM EST / 9:00 PM CET
- Tue, Nov 17 | 12:00 PM EST / 6:00 PM CET
Hosted by Laura Plantak
Founder of Proprium | Verified SmartSuite Partner
“Laura is an excellent speaker who brought the heart of the matter in a simple and comprehensible way.”
Ines Brezovac Horvat | Webinar attendee
✓ Free✓ Live Q&A✓ Recording for everyone who registers
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