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Hundreds OfAwesome Features

SmartSuite comes with hundreds of customer inspired features that can be customized to support any workflow process or project in your business.

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The features you need to streamline any business process

Customer Inspired Feature Sets

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Activity History

Activity History

Activity History automatically tracks every action in SmartSuite. Know what your teammates are working on and what changes they’ve made, in real-time.

Activity History

Activity History automatically tracks every action in SmartSuite. Know what your teammates are working on and what changes they’ve made, in real-time.

Availability Status

Availability Status

Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.

Availability Status

Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.

Calendar View

Calendar View

View records in a calendar format of your choosing, sorted by a date or date range.

Calendar View

View records in a calendar format of your choosing, sorted by a date or date range.

Card View

Card View

View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.

Card View

View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.

Chart View

Chart View

Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut and more.

Chart View

Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut and more.

Communication Center

Communication Center

Communicate with your team right where your work is being performed.

Communication Center

Communicate with your team right where your work is being performed.

Create New Workflows

Create New Workflows

In SmartSuite, Solutions drive projects to completion and keep work flowing through processes. Get a jumpstart with one of our templates, or create entirely new solutions to support your unique needs. Simply work the way you want.

Create New Workflows

In SmartSuite, Solutions drive projects to completion and keep work flowing through processes. Get a jumpstart with one of our templates, or create entirely new solutions to support your unique needs. Simply work the way you want.

Dashboards

Dashboards

Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions.

Dashboards

Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions.

Data Import

Data Import

Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.

Data Import

Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.

Document Designer

Document Designer

Seamlessly create professional and visually stunning documents, such as invoices, contracts, business cards, product sheets, brochures, HR policies and more - right from your SmartSuite records.

Document Designer

Seamlessly create professional and visually stunning documents, such as invoices, contracts, business cards, product sheets, brochures, HR policies and more - right from your SmartSuite records.

Field Types

Field Types

With more than 40 different field types, we’re the most versatile of any platform. SmartSuite supports everything from text and numbers to sophisticated formulas and links to other records.

Field Types

With more than 40 different field types, we’re the most versatile of any platform. SmartSuite supports everything from text and numbers to sophisticated formulas and links to other records.

File Management

File Management

With SmartSuite’s File Management system, manage files directly in your workflows. Free yourself of desktop folders, more folders in your work management tool, then more folders in your cloud storage.

File Management

With SmartSuite’s File Management system, manage files directly in your workflows. Free yourself of desktop folders, more folders in your work management tool, then more folders in your cloud storage.

Forms

Forms

Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing Website to make it easy to onboard customers, accept applications, collect feedback and more.

Forms

Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing Website to make it easy to onboard customers, accept applications, collect feedback and more.

Formulas

Formulas

Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.

Formulas

Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.

Gantt Charts

Gantt Charts

SmartSuite’s Gantt chart feature lets you oversee, adjust, and communicate project details, tasks, and timelines.

Gantt Charts

SmartSuite’s Gantt chart feature lets you oversee, adjust, and communicate project details, tasks, and timelines.

Grid View

Grid View

View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to extravagant.

Grid View

View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to extravagant.

Integrations

Integrations

You’ve got the tools - we’ve got the integrations. Connect them all to centralize your data and workflows in one place, and prioritize the work that matters.

Integrations

You’ve got the tools - we’ve got the integrations. Connect them all to centralize your data and workflows in one place, and prioritize the work that matters.

Kanban View

Kanban View

Kanban View is perfect for visualizing a workflow through the different stages, tracking progress, and assigning tasks in a manner that removes bottlenecks.

Kanban View

Kanban View is perfect for visualizing a workflow through the different stages, tracking progress, and assigning tasks in a manner that removes bottlenecks.

Map View

Map View

View any of your location data in a fully interactive map format that includes powerful display features. SmartSuite is your digital playground for physical locations.

Map View

View any of your location data in a fully interactive map format that includes powerful display features. SmartSuite is your digital playground for physical locations.

Member Directory

Member Directory

Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.

Member Directory

Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.

My Work

My Work

A single place to view your assigned work across all processes and projects. View tasks by priority and due date, then get to work.

My Work

A single place to view your assigned work across all processes and projects. View tasks by priority and due date, then get to work.

Notification Center

Notification Center

Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.

Notification Center

Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.

Page Designer

Page Designer

Display your info how you want it, to meet the needs of every audience. Quickly build gorgeous, functional, and responsive pages with an intuitive interface that lets you customize the overall layout, style, and design of your projects and processes.

Page Designer

Display your info how you want it, to meet the needs of every audience. Quickly build gorgeous, functional, and responsive pages with an intuitive interface that lets you customize the overall layout, style, and design of your projects and processes.

Power Search

Power Search

Easily search for anything across every part of SmartSuite.

Power Search

Easily search for anything across every part of SmartSuite.

Print / Export

Print / Export

Print or export your work in multiple business and user-friendly formats.

Print / Export

Print or export your work in multiple business and user-friendly formats.

Real Time Updates

Real Time Updates

Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second. There’s no refresh button, you’re always working on the current version.

Real Time Updates

Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second. There’s no refresh button, you’re always working on the current version.

Recycle Bin

Recycle Bin

Never worry about losing data! Anything you delete can be restored in a couple of clicks.

Recycle Bin

Never worry about losing data! Anything you delete can be restored in a couple of clicks.

Robust Reporting

Robust Reporting

Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.

Robust Reporting

Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.

SmartDocs

SmartDocs

We’re revolutionizing what you expect out of an online document - try it once and you’ll never go back. If you’ve ever wished for the ability to do something in your docs, we’re your work genie.

SmartDocs

We’re revolutionizing what you expect out of an online document - try it once and you’ll never go back. If you’ve ever wished for the ability to do something in your docs, we’re your work genie.

SmartSuite AI

SmartSuite AI

Streamline your work processes with SmartSuite AI. From drafting blogs and categorizing feedback to enhancing clarity and simplifying language, let AI do the heavy lifting. Personalize your experience with custom prompts and unlock the future of efficient workflow.

SmartSuite AI

Streamline your work processes with SmartSuite AI. From drafting blogs and categorizing feedback to enhancing clarity and simplifying language, let AI do the heavy lifting. Personalize your experience with custom prompts and unlock the future of efficient workflow.

Starred Items

Starred Items

Quickly pin important items for easy access.

Starred Items

Quickly pin important items for easy access.

Task Management

Task Management

At the core of any work management platform is good project management software. Ours is great. Deliver everything from simple projects to complex programs and general business processes, on time and on budget.

Task Management

At the core of any work management platform is good project management software. Ours is great. Deliver everything from simple projects to complex programs and general business processes, on time and on budget.

Team Collaboration

Team Collaboration

Build a company culture through authentic digital connections between employees and teams. With everything you need in one platform, collaboration happens where the work is getting done.

Team Collaboration

Build a company culture through authentic digital connections between employees and teams. With everything you need in one platform, collaboration happens where the work is getting done.

Time Tracking

Time Tracking

Fully integrated time tracking capabilities

Time Tracking

Fully integrated time tracking capabilities

Timeline View

Timeline View

View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time.

Timeline View

View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time.

Users and Permissions

Users and Permissions

With our intuitive Permissions feature, you can effortlessly manage access to your business workflows. Ensure the right people have the right access, fostering collaboration while maintaining security and control.

Users and Permissions

With our intuitive Permissions feature, you can effortlessly manage access to your business workflows. Ensure the right people have the right access, fostering collaboration while maintaining security and control.

Workflow Automations

Workflow Automations

Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.

Workflow Automations

Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.

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