Special offer | until March 31, 2027
One Dashboard Launch
Every client, project and deadline in one SmartSuite dashboard, set up for your firm. The system we show in the free webinar, built with your data and handed to a trained team.
The problem it solves
“Where are we with this client?” shouldn’t take five tabs
Clients in one tool, projects in another, deadlines in a spreadsheet and the real status in someone’s head. Every answer depends on you.
Answers take digging
The CRM, the project tool, a spreadsheet and three messages, just to tell a client where things stand.
Everything goes through you
When the overview lives in your head, the team waits for you and nothing moves while you’re away.
No clear picture of the business
Which projects are late, which clients are at risk, what’s been invoiced: you find out too late.
What you get
One place to run the whole firm
Open one dashboard and see every client, every project and every deadline. Your team works in the same system, and each client gets a view of their own work.
- CRM: every client and deal in one place
- Projects: owners, templates and deadlines
- Owner dashboard: updates itself as the team works
- Client view: clients see their own status, so they stop asking
See it in SmartSuite
What the setup looks like
Real SmartSuite screens of the views we set up for you, filled with your own clients, projects and deadlines.
Every client and deal
A sales board in the CRM: every lead and deal, by stage.
Every project
Owners, status and deadlines for every project in one grid.
Every deadline
One calendar for milestones, meetings and due dates.
A view for each client
Client services at a glance, so nobody has to ask.
Want to see the platform first?
Watch the official SmartSuite overview, or start a free trial and look around before we talk.
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 this is an opportunity
A proven setup at a fixed launch price
A system like this is usually scoped as a bespoke build after an audit. For the launch we’ve packaged the setup we use most often, the one from the webinar, into one fixed price.
Package price
€5,900
Fixed price. Everything to go live from a ready template with your own data.
Webinar attendees
Special pricing
Attend the free webinar to get attendee pricing and a free 30-minute Mini Audit.
Offer ends
March 31, 2027
Limited number of launches each month. Need something fully custom? We quote a bespoke build after an audit.
Why SmartSuite
Built on a platform you and your clients can trust
SmartSuite combines a CRM, projects, dashboards and client views in one platform, so nothing has to be copied between tools and the dashboard is always current.
- One system instead of a CRM, a project tool and spreadsheets
- Grows with you into invoicing, automations and more
- Independently audited: SOC 2 Type II, ISO 27001, GDPR and HIPAA
- Data hosted in the EU or the US
- Set up by a Verified SmartSuite Partner with SmartSuite-certified consultants
Prefer a different tool?
Already running the firm on ClickUp, HubSpot, Airtable or something else? We can build a bespoke system on the tools you already use. We’ll tell you honestly on the call which route makes more sense for you.
Included in the package
Everything to go live
- SmartSuite set up from a ready template, adapted to how you work
- Your clients, projects and deadlines moved in
- Owner dashboard and a view for each client
- Live team walkthrough plus recorded training
- 30 days of support after go-live
- Adoption check at 30 days
Package price
€5,900
One-time package. SmartSuite licence billed by SmartSuite. Webinar attendees get special pricing.
How it works
From first call to a working dashboard
1
Free Setup Review
15 minutes on a video call. We look at how you work and confirm the package fits.
2
Set up from a ready template
We adapt the template to your services, stages and team.
3
Your data moves in
Clients, projects and deadlines imported and checked with you.
4
Team trained, adoption checked
A live walkthrough, recorded training, 30 days of support and an adoption check.
Webinar attendees
Join the webinar: attendee pricing and a free Mini Audit
Everyone who attends the free webinar gets special attendee pricing on the One Dashboard Launch and can book a free 30-minute Mini Audit within 7 days: a structured look at your tools, processes and bottlenecks, with a clear recommendation for what to fix first.
Case studies
One connected system, in practice
Firms that moved clients, projects and deadlines into one place, and what it changed for them.
-
100% of Brokerage Operations Moved Into One ClickUp Workspace
Read case study →: 100% of Brokerage Operations Moved Into One ClickUp WorkspaceHow we built a single ClickUp workspace running every part of a growing real estate brokerage.
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From Intake To Invoice On 1 Connected System
Read case study →: From Intake To Invoice On 1 Connected SystemHow we connected SmartSuite, SharePoint, QuickBooks, and Timely into one operating system for a telecom engineering firm.
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20+ Hours of Weekly Admin Eliminated by Replacing 5 Systems and an Excel Library
Read case study →: 20+ Hours of Weekly Admin Eliminated by Replacing 5 Systems and an Excel LibraryHow we built a unified business management system for a custom timber coating manufacturer running two distinct production lines, hundreds of bespoke…
Questions
Before you decide
Is the SmartSuite licence included?
No. SmartSuite bills its licence directly. On the call we’ll show you which plan fits your team, so there are no surprises.
How long does it take?
The webinar shows how a firm moves in from a ready template in about two weeks. We confirm your timeline on the Setup Review.
What if we need something more custom?
Then a bespoke build is the better route. We scope it after an audit and quote it upfront.
Can you build it on a tool other than SmartSuite?
Yes, as a bespoke project on the tools you already use. The fixed launch price applies to the SmartSuite package.
What happens after the 30 days of support?
You can run it yourselves, or add Systems Partner and we look after the system every month.
Keep it working after go-live
Add Systems Partner and we look after the dashboard and the system behind it: new clients, changes and fixes, every month.
Want every client and deadline in one place?
Book a Free Setup Review and we’ll show you what the dashboard would look like for your firm.