Features That Empower Workflows

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

Visualizations

Calendar View

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

Card View

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

Chart View

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

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.

Gantt Charts

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

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.

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

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.

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.

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.

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.

Data Import

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

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.

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

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

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

Easily search for anything across every part of SmartSuite.

Print / Export

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

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

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

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.

Starred Items

Quickly pin important items for easy access.

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.

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.

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.

Availability Status

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

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.

Notification Center

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

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.

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.

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.

Time Tracking

Fully integrated time tracking capabilities

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.

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.

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.

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.

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Features That Empower Workflows

Visualizations

Calendar View

Card View

Chart View

Dashboards

Gantt Charts

Grid View

Kanban View

Map View

Timeline View

Workflows

Activity History

Create New Workflows

Data Import

Field Types

Forms

Formulas

Page Designer

Power Search

Print / Export

Real Time Updates

Recycle Bin

Robust Reporting

Starred Items

Workflow Automations

AI

SmartSuite AI

Integrations

Integrations

Collaboration

Availability Status

Member Directory

Notification Center

Team Collaboration

Tasks

My Work

Task Management

Time Tracking

Time Tracking

Document Management

Document Designer

File Management

SmartDocs

Security

Users and Permissions

Join and Explore All Features Today !