# SmartMetrics Reviews
**Vendor:** SmartMetrics  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)
## About SmartMetrics
Productivity Tools and Services for Agencies. Manage clients, proposals, projects, and reporting in one place. White-label your brand, automate onboarding, and scale your agency.






- [View SmartMetrics pricing details and edition comparison](https://www.g2.com/products/smartmetrics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-09+21%3A03%3A31+-0500&secure%5Bsession_id%5D=cd6888fa-1f64-4414-8e87-c7175fa9ef9d&secure%5Btoken%5D=c454d800f887a895146ad413861fd3a70d4b0018b841bee89ca6feae05dc1557&format=llm_user)

## SmartMetrics Features
**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management

**Accounting**
- Invoice Management
- Payments

**Portfolio Management**
- Risk

**Analytics**
- Reporting
- KPIs

**Administration**
- Standard Integrations
- Access Management

**Platform**
- APIs

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Artificial Intelligence - Professional Services Automation**
- Smart task suggestions

**Agentic AI - Professional Services Automation**
- Proactive Assistance

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