Customer Stories

Explore how businesses of all sizes are streamlining processes, saving time, and scaling impact.

How Apple Bank Unified Marketing, Legal, and Compliance Workflows
How Terray Built Company-Wide Project Visibility and Replaced 5+ Tools
How Georgetown's Career Center Streamlined Data and Scaled Employer Engagement
How Progettiamo Autonomia Runs Its Entire Manufacturing Business

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All Products Replaced
How Grupo AFAL Is Saving Thousands of Dollars In Development Costs with SmartSuite
Retail and Consumer
Enterprise
North America (US, Canada)

Grupo AFAL

+$17,000

Saved On Dev Time

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Integrify
Oracle Apex
Legacy Systems
Scalability Challenges
Engineering, IT, Project & Program Management, Training & Development, Finance & Accounting, Product
How Apple Bank Unified Marketing, Legal, and Compliance Workflows
Financial Services
Enterprise
North America (US, Canada)

Apple Bank

5+

manual spreadsheets eliminated

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SharePoint
Spreadsheets
Static PDFs
Communication Gaps
Data Silos
Compliance Challenges
Inefficient Workflows
Lack of Visibility
Operations, Legal & Compliance, Marketing, Real Estate, Procurement, Supply Chain
How AB Tech Modernized Student Services and Cut Manual Workflows in Half
Education
Mid-Size Business
North America (US, Canada)

AB Tech

50%+

reduction in manual data handling

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Excel
Paper Forms
Siloed Databases
Compliance Challenges
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
IT
How WebPT Transformed RCM Operations: $450K Saved and 90% Process Efficiency Gained with SmartSuite
Technology / SaaS
Mid-Size Business
North America (US, Canada)

WebPT

700+

Google Sheets replaced

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SalesForce
Google Sheets
Slack
Appsheet
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Finance & Accounting, IT, Project & Program Management, Executive Leadership, Legal & Compliance
How Office Express Scaled Efficiently by Connecting Business Units
Retail and Consumer
Small Business
North America (US, Canada)

Office Express

100%

CRM adoption across three divisions

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HubSpot
Asana
Fleet.io
Email
Spreadsheets
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Sales, Operations, IT, Project & Program Management, Executive Leadership, Customer Experience
Gillette Children's
Healthcare / Life Sciences
Enterprise
North America (US, Canada)

Gillette Children's

Gillette Children's

8

tools consolidated, 3 fully retired

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SmartSheet
Spreadsheets
Data Silos
Lack of Visibility
Legacy Systems
Manual Processes
Scalability Challenges
Operations, Executive Leadership, Project & Program Management, Procurement & Supply Chain, Finance & Accounting, Training & Development
How Lipps Electric Streamlined Training & Task Management Across Field Teams
Construction and Engineering
Small Business
North America (US, Canada)

Lipps Electric

150+

projects streamlined across leadership

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Trello
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Human Resources, Project & Program Management, IT, Executive Leadership, Training & Development
How EMG Centralized 1,500+ Events and Contractor Ops
Retail and Consumer
Small Business
North America (US, Canada)

Elegant Music Group

1,500+

events managed yearly with SmartSuite

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Custom Workflows
Spreadsheets
Communication Gaps
Lack of Visibility
Operations, Human Resources, Service, Project & Program Management, IT, Executive Leadership
How Brightways Streamlines 9,000+ Sessions and Saves 100+ Hours a Week
Healthcare / Life Sciences
Small Business
North America (US, Canada)

Brightways

12+

manual processes replaced

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Excel
Google Forms
Google Sheets
No items found.
Clinical & Health Services, Human Resources, Operations, Training & Development, Project & Program Management, Executive Leadership
Acuity
Professional Services
Small Business
Europe

Acuity

100+

hours saved per month

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Excel
Hive
Communication Gaps
Manual Processes
Scalability Challenges
Lack of Visibility
Operations, Project & Program Management, Executive Leadership, Sales, Procurement & Supply Chain, Service
How Black Label Services Centralized Sales Workflows and Transformed CRM Operations
Energy & Utilities
Small Business
North America (US, Canada)

Black Label Services

100+

SmartSuite users targeted by year-end

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Email
Excel
SalesForce
Jotform
Quickbase
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, IT, Sales, Project & Program Management, Procurement & Supply Chain, Executive Leadership
How CryoFuture Unified Clinic Operations and Scaled Securely
Healthcare / Life Sciences
Small Business
North America (US, Canada)

CryoFuture

1

centralized System to manage clinic data, inventory, and client interactions

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Google Sheets
Communication Gaps
Compliance Challenges
Inefficient Workflows
Lack of Visibility
Manual Processes
IT, Operations, Service, Clinical & Health Services, Executive Leadership, Legal & Compliance
How SmartSuite Became QC’s Single Source of Truth Across Regional Ops
Manufacturing and Industrials
Mid-Size Business
North America (US, Canada)

Quality Counts

10+

regional offices maintenance

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Excel
Google Sheets
Monday
Communication Gaps
Compliance Challenges
Data Silos
Lack of Visibility
Scalability Challenges
IT, Operations, Project & Program Management, Service, Executive Leadership, Data & Analytics, Engineering
So Cal Classic Car Storage
Manufacturing and Industrials
Small Business
North America (US, Canada)

So Cal Classic Car Storage

50%

faster response time

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Excel
QuickBooks
Email
Text
Communication Gaps
Lack of Visibility
Manual Processes
Operations, Service, Sales, Executive Leadership, IT, Customer Experience
How Roadchef Replaced Manual Workflows and Scaled Project Delivery
Retail and Consumer
Mid-Size Business
Europe

Roadchef Projects

70%

reduction in email-based coordination

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ClickUp
Monday
Lack of Visibility
Manual Processes
Operations, Project & Program Management, Service, Executive Leadership, IT, Procurement & Supply Chain
How Food Truck League Unifies Payroll, HR and CRM
Retail and Consumer
Mid-Size Business
North America (US, Canada)

Food Truck League

700+

food trucks actively managed nationwide

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Google Sheets
SmartSheet
Inefficient Workflows
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Service, Human Resources, Finance & Accounting, Sales, Project & Program Management
How Plant Based Treaty Ditched Disorganization for Structure and Visibility
Public Sector / Government Contractor
Small Business
Europe

PlantBasedTreaty

100%

increase in operational transparency

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Google Forms
Google Sheets
Monday
Manual Processes
Lack of Visibility
Operations, Project & Program Management, Data & Analytics, IT, Executive Leadership, Community & Events
How Ratio Christi Centralized 100+ Chapters with SmartSuite’s Relational Power
Public Sector / Government Contractor
Small Business
North America (US, Canada)

Ratio Christi

70%+

faster reporting through SmartSuite dashboards

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ClickUp
Google Sheets
Spreadsheets
Communication Gaps
Lack of Visibility
Scalability Challenges
Operations, Project & Program Management, IT, Executive Leadership, Procurement & Supply Chain, Training & Development
Active3D
Media and Marketing
Small Business
North America (US, Canada)

Active3D

$100K+

projected in annual productivity gains

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ClickUp
Monday
Trello
Compliance Challenges
Lack of Visibility
Scalability Challenges
Project & Program Management, Operations, Design & Creative, Customer Experience, Executive Leadership, Sales
How CornholeATL Simplified League Coordination While Cutting Tool Spend
Media and Marketing
Small Business
North America (US, Canada)

CornholeATL

60+

leagues unified under one platform

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Google Sheets
Spreadsheets
Trello
Slack Threads
Doc Hub
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Project & Program Management, Executive Leadership, Community & Events, Human Resources, Service
How SWAGBOX Unified their CRM, Fulfillment and Tasks in One Platform
Media and Marketing
Small Business
North America (US, Canada)

SWAGBOX

3

major tools replaced with SmartSuite

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Airtable
ClickUp
ToDo
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Sales, Operations, Project & Program Management, IT, Training & Development, Executive Leadership
Canterbury Consulting
Financial Services
Mid-Size Business
North America (US, Canada)

Canterbury Consulting

25%

increase in team efficiency by consolidation

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Asana
Spreadsheets
Compliance Challenges
Lack of Visibility
Manual Processes
Operations, Customer Experience, Product, Data & Analytics, Project & Program Management, Executive Leadership, Service, IT, Legal & Compliance
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Dominic Whyte
Co-Founder @ fillout.com

Partnering with you and SmartSuite has easily been one of our top initiatives of 2023! And lot's more to come from the integration still.

It was great to see the result in action in Shannon V.'s webinar.

Yaniv Tross
Co-founder and CEO at Ply

SmartSuite have been an amazing design partner. Positive, quick to provide feedback and with endless willingness to help. I think company culture says everything.

Joe Sasson
Founder @ Willianson

So not only does #Smartsuite rock in the the product that they created, but the customer service, and technical support is out of this world!

Jonathan Ruf
Cyber Risk Executive at Apple Bank

We have completed a very deep analysis on multiple solutions in this space and as a result we decided to really take it to the next level. Essentially, we went all in with these tools to build out a unique product designed exactly to our very specific use case.

SmartSuite came out not only as the the leader, but also sparked so many additional use cases. If you can think it, YOU can build it! Kudos SmartSuite

Sumit S.
Managing Director

The Main Thing I liked About SmartSuite Is That It Has A Lot Of Solution Templates For Almost Every Industry Which Makes It Very Easy For New Users To Understand The Process & Boost Their Productivity.

Madilyn C.
Junior Analyst

I love how integrated my team can be when we work on projects together. It's really easy to delegate tasks, collaborate in real time, and work across time zones without missing notes from each other.

Matthew Robbins
Founder @ Willianson

As an Enterprise account previously with Airtable, we approached our migration to Smartsuite with considerable apprehension. However, the support and guidance provided by SmartSuite throughout this transition have been phenomenal, surpassing our expectations.

Wouter Noerens
Founder @ SayCheeese.be

Thank you!!! Smartsuite is changing our business faster than anything else in the past 12 years

Andrea D.
Senior Manager, GRC Technologies

I love SmartSuite because it is an easy-to-use (and low-cost) platform with a modern look, powerful features, and the ability to integrate in numerous ways. From basic tracking of (literally) anything to advanced workflows using formulas and automations, there is a "Suite" spot where every user will find value! The platform is easy to learn, and they have so many ways for me to do so. With help articles, videos, live chat, office hours, showcase videos, etc. (the list goes on and on), I have no problem figuring out how to do something new or make something work the way I would like.

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