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Fundamentals
Maximum number of Editors
The number of users that you can have in your Workspace
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Security and Compliance
User Management
Administrators can view, add and manage the users in your workspace.
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Developer Platform
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Fundamentals
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solution Building and Design
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Views and Reporting
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Team Collaboration
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Notifications
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Roles and Permissions
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Security and Compliance
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Automations
Run History
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Project / Task Management
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Developer Platform
Make Integration
With Make you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Support
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
Other
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Fundamentals
Solutions
A Solution is a comprehensive set of tables designed to support specific business operations like sales crm or event planning. Customize multiple views within each table to perfectly fit your workflow requirements.
Solution Building and Design
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Views and Reporting
Card View
View your records displayed as visual cards that can include images and other rich content.
Team Collaboration
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Notifications
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Roles and Permissions
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Security and Compliance
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Automations
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Project / Task Management
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Developer Platform
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Support
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Fundamentals
Records per Solution
A record in SmartSuite is like a row in a spreadsheet. This number represents the maximum number of records per solution.
Solution Building and Design
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Views and Reporting
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Team Collaboration
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Notifications
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Roles and Permissions
Table Permissions
Assign additional permissions at the Table level.
Security and Compliance
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Automations
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Project / Task Management
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Developer Platform
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Fundamentals
Records per Table
A record in SmartSuite is like a row in a spreadsheet. This number represents the maximum number of records that can be created in an table.
Solution Building and Design
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Views and Reporting
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Team Collaboration
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Notifications
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
Roles and Permissions
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Security and Compliance
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Automations
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
Project / Task Management
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Developer Platform
Service Accounts (Coming Soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
Support
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Fundamentals
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Solution Building and Design
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Views and Reporting
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Team Collaboration
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Notifications
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Automations
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Developer Platform
API Calls
Use API endpoints to perform certain programmatic actions.
Support
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Fundamentals
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values
Solution Building and Design
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Views and Reporting
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Team Collaboration
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Security and Compliance
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
Project / Task Management
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Support
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist. Register Now
Fundamentals
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Solution Building and Design
Create using AI
Harness the power of AI to generate create workflows
Views and Reporting
Resource Management - (coming soon)
This feature enables the management of resources across projects and teams.
Team Collaboration
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Security and Compliance
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
Project / Task Management
Repeating Tasks
Set tasks to repeat automatically.
Support
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Fundamentals
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
Solution Building and Design
Formulas
Create simple to advanced formulas any table in your workspace.
Views and Reporting
Map View
View records that contain location data in a map format that includes powerful display features.
Team Collaboration
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Security and Compliance
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA). We are able to sign BAA's with a minimum annual license commitment of: 10+ on Signature or 20+ on Enterprise or 25+ on Pro.
Support
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite. https://www.smartsuite.com/webinars
Fundamentals
iOS and Android Apps
Use SmartSuite on the go with ISO or Andriod.
Solution Building and Design
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Team Collaboration
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
Security and Compliance
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Support
SmartSuite Academy
Gain access to free online training courses and certifications. https://academy.smartsuite.com/home
Views and Reporting
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Team Collaboration
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Security and Compliance
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Support
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Views and Reporting
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Security and Compliance
SAML-based single sign-on (SSO)
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
Support
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Views and Reporting
Folders
Organize your views in the sidebar with folders.
Security and Compliance
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
Support
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Security and Compliance
SCIM-Synced User Groups (coming soon)
Add and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
Security and Compliance
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
Security and Compliance
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Security and Compliance
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
Security and Compliance
European data residency (Coming Soon)
Choose to have your workspace data center located in the EU.
3
Unlimited
Unlimited
Unlimited
Customized
100
5,000
50,000
500,000
Customized
1 guest user
1 per paid user
3 per paid user
5 per paid user
Customized
2 weeks
1 year
2 years
3 years
3+ years
5
Unlimited
Unlimited
Unlimited
Customized
1,200
5,000
50,000
250,000
Customized
1,200
5,000
50,000
100,000
Customized
100MB
50GB
100GB
500GB
Customized
1,000 per Month
5,000 per Month
50,000 per Month
500,000 per Month
Customized
14 Days
1 Year
2 Years
3 Years
Customized
14 Days
30 Days
45 Days
60 Days
Customized
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