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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UCLA Student Affairs
Education
Enterprise
North America (US, Canada)

UCLA Student Affairs

3x

faster onboarding and verification

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Airtable
Google Sheets
Monday
Inefficient Workflows
Fragmented systems
Communication Gaps
Data Silos
Manual Processes
Academic Services, Finance & Accounting, Operations, Project & Program Management, Procurement & Supply Chain, Training & Development
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 Parsons Counseling Unified Client Management and Payroll
Healthcare / Life Sciences
Small Business
North America (US, Canada)

Parsons Counseling

1,500+

active client records

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Email
Excel
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Clinical & Health Services, Operations, Human Resources, Project & Program Management, Finance & Accounting, Customer Experience
How Andex Kitchens Centralized CRM, Design, and Production in One Streamlined Workflow
Manufacturing and Industrials
Small Business
North America (US, Canada)

Andex Kitchens

1

unified workflow for CRM, design, and engineering

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Paper Forms
Spreadsheets
Shared Drives
Email
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Legacy Systems
Sales, Design & Creative, Engineering, Service, Operations, Executive Leadership
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
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 Plant Based Treaty Ditched Disorganization for Structure and Visibility
Non-profit
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
YES Energy Solutions
Energy & Utilities
Mid-Size Business
Europe

YES Energy Solutions

3

major legacy tools consolidated along with 20+ spreadsheets

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Excel
SharePoint
SageCRM
Data Silos
Manual Processes
Scalability Challenges
Lack of Visibility
Operations
How Ville de Pincourt Transformed City Operations From Paper-Based Processes to Unified Digital Workflows
Public Sector
Mid-Size Business
North America (US, Canada)

Ville de Pincourt

100s

of Hours Saved Per month.

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Airtable
Custom Software
Excel
Paper Forms
Communication Gaps
Compliance Challenges
Data Silos
Lack of Visibility
Legacy Systems
Operations, IT, Public Services, Training & Development, Security & Risk, Service
How Waypoint Centre for Mental Health Care Overhauled and Automated their Research Operations
Healthcare / Life Sciences
Enterprise
North America (US, Canada)

Waypoint Centre

4+

core processes all automated

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Custom Databases
Spreadsheets
Communication Gaps
Inefficient Workflows
Legacy Systems
Manual Processes
Lack of Visibility
Clinical & Health Services, Academic Services, Project & Program Management, Data & Analytics, Executive Leadership, Operations
How UPenn Dental Centralized Events Planning in SmartSuite and Reclaimed 1,000+ Hours
Education
Enterprise
North America (US, Canada)

UPenn Dental CDE

10+

hours saved per event

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Spreadsheets
SmartSheet
Airtable
Email
Excel
Lack of Visibility
Manual Processes
Fragmented systems
Service
How UCLA Anderson Is Saving Hundreds of Hours of Manual Processes By Setting Up 250+ Automations Inside of SmartSuite
Education
Mid-Size Business
North America (US, Canada)

UCLA Anderson

250+

automations Per month

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Academic Services, IT, Project & Program Management, Training & Development, Legal & Compliance, Operations
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
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 Weev Cut Form Bottlenecks by 75% and Automated Project Workflows
Energy & Utilities
Mid-Size Business
Europe

Weev

75%

reduction in form request bottlenecks

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Custom Workflows
Spreadsheets
Communication Gaps
Inefficient Workflows
Lack of Visibility
Manual Processes
Operations, Engineering, Legal & Compliance, Sales, Project & Program Management, Customer Experience
How Ratio Christi Centralized 100+ Chapters with SmartSuite’s Relational Power
Non-profit
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
How SmartSuite Became QC’s Single Source of Truth Across Regional Ops
Professional Services
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
Operations, Project & Program Management, IT, Service, Executive Leadership, Data & Analytics, Engineering
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
Johnson Atelier
Manufacturing and Industrials
Small Business
North America (US, Canada)

Digital Atelier

3x

faster project timeline updates

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Airtable
Spreadsheets
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Project & Program Management, Operations, Finance & Accounting, Design & Creative, Customer Experience, Executive Leadership
How ITC Automated 30+ Services and Unified Teams Across Circles
Professional Services
Mid-Size Business
Europe

ITC Germany Prod

100+

SOPs templated

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Excel
SAP Business
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Project & Program Management, Operations, Service, Executive Leadership, IT, Human Resources
How F AIR Streamlined Flight Training and Centralized Client Ops
Aerospace & Defense
Small Business
Europe

F AIR

20+

workflows digitized for process optimization

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Custom Workflows
Excel
Communication Gaps
Compliance Challenges
Lack of Visibility
Manual Processes
Scalability Challenges
Sales, Operations, Training & Development, Project & Program Management, Customer Experience, Executive Leadership
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 Georgetown's Career Center Streamlined Data and Scaled Employer Engagement
Education
Mid-Size Business
North America (US, Canada)

Georgetown University

4+

tools consolidated

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Asana
Google Sheets
Airtable
Box
Data Silos
Manual Processes
Inefficient Workflows
Operations, Academic Services, Customer Experience, Project Management, Data & Analytics
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

Read Story
Google Sheets
Communication Gaps
Compliance Challenges
Inefficient Workflows
Lack of Visibility
Manual Processes
IT, Operations, Service, Clinical & Health Services, Executive Leadership, 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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