SmartSuite Blog

Community Videos

Use SmartSuite Sub-Items for a Better User Experience

Dive into the narrative to discover how sub-items can transform your CRM routine into a powerful tool for meaningful connections and a Swiss Army knife of relationship building.

10 minutes

Dan Leeman

SmartSuite Staff

Community Videos

How to Create Sales Tracking Dashboards in SmartSuite

Want to create reporting in SmartSuite to report on your sales or CRM data? In this tutorial, Layla at ProcessDriven will demonstrate how to create a Sales Tracking Dashboard in SmartSuite. We'll cover what Dashboards in SmartSuite are, how to utilize SmartSuite Widgets effectively and tackle your live questions about when to use a dedicated CRM vs. SmartSuite.

10 minutes

Layla Pomper

SmartSuite Staff

No Code

The Benefits of No-Code Platforms for Business Process Management

Business process management (BPM) is a critical aspect of any business, and it's essential to get it right. However, traditional BPM solutions can be time-consuming, complicated, and expensive. This is where no-code platforms come in, offering businesses a faster and more affordable solution for managing their processes.

8 minutes

Peter Novosel

SmartSuite Staff

Use Cases

How Interior Design Firms Manage Budgets and Inspiration for Client Projects

The video showcases how interior design firms can use SmartSuite to collect data directly from clients and websites to manage their projects, allowing an easy way to track their requirements and compile customized information to present to clients.

7 minutes

Emma Montgomery

SmartSuite Staff

Community Videos

Mastering SmartSuite's Find Records Feature for Sleek Automations

Explore how to use the new Find Records automation action to automatically relate form submission records to the correct contact record based on matching email addresses.

9 minutes

Dan Leeman

SmartSuite Staff

Marketing

The Importance of Video Marketing in Today's Digital World

Video marketing is a powerful and effective way for businesses to reach and engage with their target audience. Whether it's a product demo, tutorial, or behind-the-scenes look at your company, video is a versatile and engaging medium that can help you stand out in a crowded marketplace.

7 minutes

Nate Montgomery

SmartSuite Staff

Connected Workflows

The Importance of Work Management in the Digital Age

In today's fast-paced digital world, work management is more important than ever. Whether you're a small business owner, freelancer, or work in a large corporation, effective work management is critical to success.

6 minutes

Jon Darbyshire

SmartSuite Staff

Marketing

The Future of Marketing: Predictions and Trends for 2023

As we look ahead to the next few years, it's important for businesses to stay on top of the latest marketing trends and predictions. Here are a few key trends to keep an eye on in 2023

10 minutes

Tara Darbyshire

SmartSuite Staff

All

Streamlining Your Business Process with Forms and SmartSuite

In today's fast-paced business world, efficiency is key.. By using forms to collect information, you can easily and quickly bring that information into your work management system, streamlining your process and maximizing your efficiency.

8 minutes

Nate Montgomery

SmartSuite Staff