Manage clients, projects, and retainers in one place
SMBKit gives service-based businesses a dedicated workspace to track clients, manage projects, organize retainers, and stay on top of every moving part — without the enterprise price tag.
Trusted by companies all over the world
Centralize all your business operations
SMBKit centralizes your entire client operation — from first contact to ongoing retainer — so nothing falls through the cracks.
- Track leads, clients, and active projects in one dashboard
- Manage retainers and recurring services with ease
- Store client credentials and resources securely
Give your clients a portal they'll actually use
Every SMBKit account includes a branded client-facing portal where your clients can view their project status, stored credentials, and active services — no login required.
Set Up. Customize. Deliver.
Getting your SMBKit workspace live is fast. We handle the setup so you can focus on your clients.
Create an Account
We spin up your dedicated SMBKit workspace and configure it to match your business.
Customize Your Build
We tailor your client portal, services, retainers, and branding to fit how you work.
Start Managing Clients
Invite your clients, assign projects, and run your business from one clean dashboard.
Accessible through all devices
SMBKit works on desktop, tablet, and mobile so you and your clients can stay connected from anywhere.
Key Features
Built specifically for service-based businesses that need more than a spreadsheet but less than an enterprise platform.
Client Management
Keep every client's info, history, and status organized in one place.
Project Tracking
Create and manage projects with tasks, timelines, and status updates.
Retainer Management
Track recurring services and monthly retainers without the back-and-forth.
Client Portal
Give clients a branded view of their project, credentials, and services.
Password Tracker
Securely store and share client logins and credentials in one place.
Planner & Timebox
Plan your week, assign tasks, and manage your time across all clients.
Built for the way service businesses actually work
SMBKit was designed by an agency owner who got tired of duct-taping tools together. Everything in one place, priced for small business.
250+
Hours Saved Per Year
90%
Of Clients Report Better Communication
10+
Customizable Modules Built In
20+
Service Types Supported