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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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
How Cryogenic Industrial Solutions Are Revolutionizing A Niche Industry With Automations To Save 10s Of Hours
Manufacturing and Industrials
Mid-Size Business
North America (US, Canada)

Cryogenic Industrial Solutions

10s

of Hours Saved Per month

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Excel
HubSpot
QuickBooks
Compliance Challenges
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Engineering, Project & Program Management, Legal & Compliance, Executive Leadership, Data & Analytics
How F AIR Streamlined Flight Training and Centralized Client Ops
Education
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 Agape Bar Prep Cut Admin Time From 3 Hours to 1 Minute—Without Sacrificing Personalization
Education
Mid-Size Business
North America (US, Canada)

Agape Christian Bar Prep

98%

faster plan generation

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Airtable
Excel
Word
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Academic Services, Training & Development, Operations, Executive Leadership, Service
How BUCS Engineering Gained a Competitive Advantage for Gaining Clients
Professional Services
Small Business
North America (US, Canada)

BUCS Engineering

3

tools replaced: ClickUp, Airtable & Spreadsheets

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Airtable
ClickUp
Excel
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Engineering, Project & Program Management, Finance & Accounting, Customer Experience, IT
How Analytic Vizion Embedded SmartSuite at the Core of Their Operations
Professional Services
Mid-Size Business
North America (US, Canada)

Analytic Vizion

Data & Technology Consultancy – North America

90%

of internal processes built in SmartSuite

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Asana
ClickUp
Static PDFs
OneNote
Data Silos
Manual Processes
Scalability Challenges
Lack of Visibility
Operations, Marketing, Finance & Accounting, Human Resources, Customer Experience, Project & Program Management
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 Enablence Built Cross-Team Workflows in SmartSuite in Under One Week
Manufacturing and Industrials
Mid-Size Business
North America (US, Canada)

Enablence Technologies

5 days

to full deployment

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Spreadsheets
Communication Gaps
Data Silos
Manual Processes
Lack of Visibility
IT, Human Resources, Operations, Executive Leadership, Project & Program Management, Product
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 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 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
Allforce
Professional Services
Small Business
North America (US, Canada)

Allforce

55%

task completion rate of AI-generated tasks

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ClickUp
Notion
Spreadsheets
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Engineering, Operations, Sales, Executive Leadership, Project & Program Management, Data & Analytics
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 Unicontrol Created a Global Lead Management Portal
Construction and Engineering
Small Business
Europe

Unicontrol

Team scaled 4.6x

using SmartSuite CRM

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No items found.
Scalability Challenges
Lack of Visibility
Marketing, Sales, Executive Leadership, IT, Operations, Customer Experience
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 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
IT, Human Resources, Operations, Service, Executive Leadership, Project & Program Management
How Collectie Overijssel Streamlined Archival Operations
Media and Marketing
Mid-Size Business
Europe

Collectie Overijssel

50%

fewer automations needed for process efficiency

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Spreadsheets
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Operations, Customer Experience, Project & Program Management, Data & Analytics, IT
How Ville de Pincourt Transformed City Operations From Paper-Based Processes to Unified Digital Workflows
Public Sector / Government Contractor
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
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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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