Problem
Managing Growth Without Losing Visibility
As a scaling SaaS startup with team members spread across the U.S. and India, visibility and accountability were slipping between the cracks. The CEO was deeply involved in the go-to-market (GTM) operations but wanted to transition out of daily micromanagement without losing clarity on execution.
The team had tried various tools—Zoho Projects, Jira, ClickUp—but none balanced visibility and usability. Updates were scattered across Google Sheets and Microsoft Teams, leading to inefficiencies, missed updates, and redundant work. Each team was operating in silos, and daily reporting had become a manual chore, often duplicating tasks across tools without a single source of truth.
Q1
Solution
One Platform for Every Workflow
The SmartSuite rollout began with a focus on daily GTM updates. The team used SmartSuite's Grid View, Forms, and My Work to build a centralized, role-based task and update system.
Executives and team leads designed workflows that aligned with their sprint cycles and business rhythms. They introduced filtered forms to allow team members to submit daily updates—without leaving their existing tools—via SmartSuite's Microsoft Teams integration.
New solutions for HR, customer success (CSM), and product views followed, each customized to specific team needs while sharing a unified data layer. Automations routed updates into shared dashboards, eliminating the need for Slack check-ins or double entry.
Q2
Result
Clarity, Accountability, and Speed
With SmartSuite, they consolidated disparate workflows into a cohesive system. Team members now update tasks via personalized forms that sync directly to their SmartSuite records. Managers have real-time visibility without manual follow-ups.
SmartSuite’s flexible structure allowed the team to create layered views by function (GTM, CSM, HR) while maintaining centralized reporting. As adoption grew, they added project tracking for strategic partnerships and embedded AI tools into SmartSuite workflows.
SmartSuite became more than just a task manager—it became the operational brain of the company, aligning effort with impact, and freeing the CEO from micromanagement to focus on strategic growth.
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