SmartSuite can help you plan and manage all your team’s work in one place: Goals, Processes, Projects, Tasks, Doc’s, Chat, & more.
Say goodbye to jumping between spreadsheets, documents, calendars and a bunch of different tools to get your work done. Manage your work where you do your work.
Increase the productivity of teams by empowering them to create, automate, manage projects and processes that support the way they want to work.
Allow team members to collaborate directly in the context of the work that is being done and provide managers visibility to ensure success with team and company goals.
Provide an intuitive, visual and modern way for your teams to work that promotes a culture of transparency and empowerment and helps to make work more rewarding.
Keep an eye on your team's progress and workload. Get real-time charts and other visual highlights to share status, spot potential problems, and keep work on track.
Create your ideal custom workflow in minutes or choose from over 200 industry leading templates that can be quickly tailored to your exact needs. From simple to complex and everything in between, we likely have you covered!
Keep your teams aligned by displaying your data in the view type that best supports the work you are doing. Easily switch between view types with a single click to find the perfect display that's right for you. It really is that easy!
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.
Use dashboards to build powerful unified views into any of your team’s data. Gain insight into the performance of any team, process or project using data visualizations to understand relationships, evaluate dependencies, and track metrics that measure the state of your business. With great data, comes great decisions.
Comment and exchange messages on items in real time right where the work is getting done. @mention team members to pull them into a conversation where their expertise is needed. Assign the right team member a task, and receive updates as things move toward completion.
Now you can enjoy a toggle-free world where you’re not juggling multiple messaging apps, cloud-based systems, documents and email. Get your work done in the same place you’re talking about it.
Use simple rules to automate routine tasks such as sending an email, changing a status, adding a due date, posting to a Slack channel, creating a new record and much more similar repetitive activities.
With an easy drag and drop interface, anyone can set up automations in a matter of minutes.
When Priority changes to “High”, send a Slack message to “#Marketing” channel
When Status changes to “Confirmed”, add to Google Calendar
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When Status changes to “Complete”, send a Microsoft Teams message in a channel
When “Due Date” arrives, change Status to “Critical” and notify “Manager”
Work and the power of business to create opportunities for people knows no boundaries. This belief is at the heart of why we built SmartSuite from the very beginning to support localization and multiple languages.
Localized and translated in 15 languages.
Advanced permissions and roles put you in control of data access, and our secure AWS-based platform makes user experiences seamless while maintaining security. Robust history logging and audit features, coupled with recycle bin soft-delete and login tracking ensures that you always know who modified your environment or data.
User access controls control system modification and data access rights
Changes to SmartSuite structure and content are logged with user and date
All deleted files and structures (such as fields) can be restored from the recycle bin
User logins are stored, including source IP address and times stamp
Admins can view active sessions and length, and can terminate sessions
SmartSuite runs on the AWS cloud platform for the best in security and availability
We built SmartSuite to be as intuitive as possible - many of our users skip onboarding and get right to work.
Not ready for that quick of a pace? Our guides and video series are all you need to get started - quickly. When you’re ready to level-up, our digital knowledge base and webinars will take you wherever you want to go.
Want a hands-on experience? Our team is always here as your onboarding concierge, ready to answer questions and help you experience all SmartSuite has to offer.
Call us old-fashioned, but we believe that every company should use the products they build. So we don’t just market and sell SmartSuite — we use it daily to manage every business process in our company. Every day we experience the power of having a single place where all of our work happens, eliminating silos, aligning our organization and elevating our teams.
Just ask your next SaaS demo rep if they actually use their platform - we’re betting the answer is no.
Your teams can work at work, at home, on the go and everywhere in between.
We picked the market leader when choosing a CRM system, yet we never felt like we were getting the most out of our implementation. It was complicated and it’s not like we had dedicated sales ops resources sitting around, so we scrapped it. SmartSuite gave us a refreshing combo of simplicity and sophistication - plus we know it can adapt as our team grows and changes.
Brian Z
VP of Sales
Time is a big theme for us. We’ve developed an operating rhythm to working across oceans and time zones. Our teams have an hour here or there for live conversations, but the rest of our work lives digitally. Email volumes became brutal. We started adding tools to “help”, but they just added to the noise and couldn’t fit our global needs. SmartSuite is the system that fits the way we work, where we work.
Arthur G
CTO
We work with patients to build customized dietary plans to address chronic health problems. Our team converted all of our paper-based recipes and nutrition information into a custom Health and Nutrition solution we built. We were able to instantly build plans for patients and track their progress during the course of service. It’s been a game changer for us, in every country we operate in.
Joe S
Nutritionist
I won’t lie. I had a hard time converting my management style to this remote work world. My team “gently” informed me that I was driving them crazy. Our work depends on getting the details right and I was barraging them with well-intentioned texts, Slacks and emails...that were actually sensory overload. I was so used to the easy chats that come with working in the same room. We implemented SmartSuite for our case management processes - just seeing all the data and being able to ask questions and add comments was a game-changer...and made my team MUCH happier.
Theresa L.
Nurse Practitioner, Clinical Trial Manager
We picked the market leader when choosing a CRM system, yet we never felt like we were getting the most out of our implementation. It was complicated and it’s not like we had dedicated sales ops resources sitting around, so we scrapped it. SmartSuite gave us a refreshing combo of simplicity and sophistication - plus we know it can adapt as our team grows and changes.
Brian Z
VP of Sales
Time is a big theme for us. We’ve developed an operating rhythm to working across oceans and time zones. Our teams have an hour here or there for live conversations, but the rest of our work lives digitally. Email volumes became brutal. We started adding tools to “help”, but they just added to the noise and couldn’t fit our global needs. SmartSuite is the system that fits the way we work, where we work.
Arthur G
CTO
In starting SmartSuite, we imagined a world where we could work with the best people, the best teams, the best companies anywhere in the world to bring our vision to life. The same ethos applies to our vendors and contractors, and we use dedicated solutions to manage these relationships.
We work so we can play.
We use SmartSuite to track team members' play days, sick days - all of our paid time off accruals.
There’s a special place internally at SmartSuite that lives within our Product Development solution. It’s called Design Heaven and those who are allowed to enter witness a product design machine that’s just magical.
We love closing new deals! In our world, that means new Solution Provider Partners. Every week, we celebrate the new partner logos we’ve added to our network. Want to partner with us?
We’ll happily celebrate your logo:)
We’ve been through so many evolutions of our QA methodology as the breadth of our platform has grown. We use custom SmartSuite solutions to aggregate all of our testing efforts - from new feature testing to automated regression test cycle results - integrating with testing tools to centralize our work in a single view.
We use a custom SmartSuite solution to build solutions in SmartSuite. Wait, what? Yes, it gets confusing for us too. We have a single solution to project manage our template development for the Solution Library.
Since we live and breathe in SmartSuite every day, new ideas for enhancements basically rain down from the sky from our internal teams. We have a dedicated solution to capture, review, vote, collaborate and advocate for features. It links to our Customer Feedback solution to help us prioritize.
Partner Customer Relationship Management (CRM) is a mouthful that doesn’t make sense, right? But tracking partner details, opportunities and all the data that goes into managing business relationships at scale does make sense. We use SmartSuite to manage every partner.
Sometimes it feels like we’re a never ending content content generation machine here at SmartSuite. We use the same solutions available in our Solution Library to track all of our content - from social media to blog posts and beyond.
SmartSuite doesn’t process payroll, but we manage every single human resource and recruiting process in the same series of HR solutions available in our Solution Library. Well, almost - we’ve customized the Hiring solution by adding a little secret magic to our interview processes.
If you haven’t figured out a theme in all of these We Run SmartSuite on SmartSuite blurbs, then here it is: literally, everything we do starts and ends in SmartSuite. If customers have an issue, we track it to resolution.
The voice of our customers trump everything inside SmartSuite. Seriously - Jon is a madman about customer feedback. We aggregate every piece of feedback and run it through a dedicated solution in SmartSuite, assessing validity and driving the best through to reality.
We’re just like you. Too much to do and too little time to get it all done. We use our Initiative Management solution (available in our Solution Library:) to map out the most strategic items we need to deliver - without exception.
Our Solution Provider Partners are clients in our world - and we strive to provide an exceptional experience from first contact through onboarding and support. We’ve crafted a solution to track every touchpoint and resolve issues ridiculously quickly - that’s our goal, anyway!
We take pride in knowing our market, tracking everything from the competitive landscape down to website performance scores to build and execute strategies that exceed our customer needs.
In SmartSuite Land, operations is 99% tech-focused and we use SmartSuite to deliver on all fronts. Our Technical Operations solution helps us systematically improve our Dev Ops processes by creating internal user stories, prioritizing and tracking through implementation.
