Driving Efficiency in the Sales Process
Growing your sales has never been this easy. Bring out the best in your sales reps, win more deals as a team and strengthen customer relationships.
Common Use Cases
Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.
Track and Monitor
Every Sales Activity
Centralize everything you need to track and manage sales opportunities in one place. Identify prospects, assign sales reps, estimate close dates and deal size to ensure you always have a clear picture of your pipeline. Use flexible reports and dashboards to visualize forecasts, monitor quotas, and keep tabs on every activity.
Instantly Access All Your
Account And Contact Data
Keep track of all your contacts in your accounts. Manage communication history, track notes and stay connected with a holistic picture of all your customers so you can quickly see the insights you need to stay proactive and close more deals.
Effectively Track
All Your Leads
SmartSuite helps you convert more leads into qualified opportunities by tracking all the information you need to keep leads moving forward.
Track Leads by source, document key insights and strategies to generate interest. Map offerings to every lead and manage communication and interactions directly in SmartSuite - no matter where you are.
Qualify, Manage And Close
Sales Opportunities
Manage every sales opportunity from "qualified to closed" in SmartSuite while staying connected with your team and the information you need to close deals.
Stay connected from anywhere with the SmartSuite mobile app, and tailor your sales stages to work the way you want.
Stay Proactive With
Pipeline & Forecast Reports
Maintain real-time views of your sales pipeline and create precise forecasts so you can focus on what matters: closing new business.
Organize All Your
Sales & Marketing Assets
SmartSuite solutions integrate file management directly into your sales processes. Arm your team with the assets they need - when they need it - from proposal templates, customer success stories, pricing and promotions, product overview decks and much more.
Manage Commissions,
Quotas & Territories
Easily track sales commissions, assign sales rep quotas and map teams to sales territories with SmartSuite Solutions.
Access CRM Solutions
From Anywhere
Every Sales CRM solution template can be used with the SmartSuite mobile apps for iPhone and Android. Enjoy the full capabilities of your CRM from anywhere. Keep opportunities updated on the go, and never let access limitations slow you down.
How SmartSuite Works For Your Teams
Marketing powered by our Work Management Platform puts unprecedented capability at your fingertips. Start easy, then enjoy 200+ features built to help you work the way you want.
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Get Dream-worthy Sales Dashboards
Analyze sales data and track data-driven sales KPIs with dynamic, interactive dashboards. Drill into every stage of your pipeline to keep deals going through close.
Solution Tab Link TextGet Dream-worthy Sales Dashboards
Analyze sales data and track data-driven sales KPIs with dynamic, interactive dashboards. Drill into every stage of your pipeline to keep deals going through close.
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Automatically Prioritize Top Tasks
Never miss and opportunity. Bring all your work assignments and tasks into a prioritized work queue with SmartSuite's My Work feature.
Solution Tab Link TextAutomatically Prioritize Top Tasks
Never miss and opportunity. Bring all your work assignments and tasks into a prioritized work queue with SmartSuite's My Work feature.
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Visualize Your Pipeline
Visualize your sales pipeline instantly by shifting to Kanban View and tracking opportunities by sales stage. Or switch to Calendar View and analyze your pipeline by expected close dates.
Solution Tab Link TextVisualize Your Pipeline
Visualize your sales pipeline instantly by shifting to Kanban View and tracking opportunities by sales stage. Or switch to Calendar View and analyze your pipeline by expected close dates.
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Automate Sales Processes
Eliminate busy work by automating simple tasks. Trigger easy actions to automate sales process workflow. Ensure the closing process runs smoothly and make it easy to do business with you.
Solution Tab Link TextAutomate Sales Processes
Eliminate busy work by automating simple tasks. Trigger easy actions to automate sales process workflow. Ensure the closing process runs smoothly and make it easy to do business with you.
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Collaborate In Real-Time
React to your team's needs in real time. Consult on a particular point, offer guidance and create a collaborative culture. Communicate directly where work is taking place, with SmartSuite's Comments feature.
Solution Tab Link TextCollaborate In Real-Time
React to your team's needs in real time. Consult on a particular point, offer guidance and create a collaborative culture. Communicate directly where work is taking place, with SmartSuite's Comments feature.
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Integrate With Sales Tools In A Snap
Amplify your reach and easily integrate to calendar management, video conferencing, messaging, lead gen, marketing automation tools and more using native integrations, Zapier connections, or our API.
Solution Tab Link TextIntegrate With Sales Tools In A Snap
Amplify your reach and easily integrate to calendar management, video conferencing, messaging, lead gen, marketing automation tools and more using native integrations, Zapier connections, or our API.
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Do Deals Your Way
Define your teams and manage workflow across demand generation, sales support, inside sales, outside sales or whatever shape your organization takes.
Solution Tab Link TextDo Deals Your Way
Define your teams and manage workflow across demand generation, sales support, inside sales, outside sales or whatever shape your organization takes.
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Trust Your Sales Are Safe & Secure
Trust that your top strategic sales opportunities — and all the work invested in chasing them — is safe and secure.
Solution Tab Link TextTrust Your Sales Are Safe & Secure
Trust that your top strategic sales opportunities — and all the work invested in chasing them — is safe and secure.
Solution Tab Link TextSales CRM
Sales CRM
Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.
Sales CRM Lite
Keep track of customers, identify new targets, and win new business. Get all of the essential features and none of the extras. Ideal for fast-moving, smaller sales teams.
Sales Assets
Wait, which slide deck are we using? Never ask that question again with this simple solution to track sales materials of every shape and size.
Sales Commissions
Track sales team commissions, including spiffs and variable incentive compensation plans.
Sales Territories
Map inside and outside sales resources to geographic territories and available product offerings. Useful for multi-channel organizations that rely on partner/affiliate networks to track who’s advocating for your brand and where.
Partner CRM
Track new relationship leads, identify targets, create opportunities and manage through close. Ideal for companies launching or ramping up their channel partner programs.
Bid Compliance
Ensure that your bids comply with applicable regulations and procedures.
