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SmartMetrics

by SmartMetrics
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ActiveCloud
Quick facts
VendorSmartMetrics
Year launchedN/A
StatusActive
LocationSan Diego, United States
Countries servedN/A
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About SmartMetrics

SmartMetrics is a productivity platform for marketing agencies. It provides tools for sending proposals, sharing white-label client portals, automating onboarding, managing projects, and delivering reports, all from a single dashboard.

SmartMetrics is a comprehensive platform designed to streamline operations for marketing agencies. It consolidates essential agency functions into a single, white-labeled environment. Core features include a branded client portal, project management boards, and unified reporting dashboards that can embed data from tools like Looker Studio and HubSpot. The platform aims to enhance the client experience by presenting a professional, unified front under the agency's own brand. It also offers custom integration services to replace per-task automation tools like Zapier, potentially reducing costs. The product is a web-based SaaS solution. Pricing is not publicly detailed, requiring users to sign up to explore the platform. No specific support channels like live chat or phone are advertised.

Pros & Cons

Pros
  • Provides a fully white-labeled client experience, including a custom domain portal.
  • Consolidates multiple agency functions like project management, reporting, and client communication.
  • Offers custom integration services that can be more cost-effective than per-task automation tools.
  • Features a browser extension for managing work without context switching.
  • Designed specifically for the workflow and client-facing needs of marketing agencies.
Cons
  • Pricing information is not publicly available on the website.
  • The platform appears to be a service and a toolset, which might be confusing for some users.
  • No dedicated support page or clear support options like live chat or phone are mentioned.

Features

Key features

White-Label Client Portal

Provide clients with a fully branded portal on your own domain, with your logo and colors.

Agency Project Board

A shared Kanban board that gives clients real-time visibility into project progress, reducing status update requests.

White-Label Client Reporting

Embed dashboards from various platforms like Looker Studio, GA4, and HubSpot into a single client reporting hub.

Custom Integrations

Offers custom-built webhook integrations to connect apps like HubSpot, Slack, and Shopify without per-task fees.

Collaboration Hub

A centralized space for notes, files, and progress updates for both the agency team and clients.

Additional features

Project Proposals

Create and send project proposals from within the platform.

Client Onboarding

Streamline the process of managing client credentials and sharing onboarding steps.

Browser Extension

Manage client work, log notes, and access CRM data from any browser tab without switching contexts.

Client Health Tracking

Monitor client status and satisfaction.

Calendar Booking

Integrated calendar widgets for scheduling meetings.

Client Feedback Tools

Collect and manage client feedback within the portal.

AI-Powered Summaries

Automatically generates AI summaries of project progress to keep clients informed.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

—
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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