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 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 Cryogenic Industrial Solutions Are Revolutionizing A Niche Industry With Automations To Save 10s Of Hours
Energy & Utilities
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 CEI Builds Real-Time Forecasting and Financial Visibility
Education
Small Business
North America (US, Canada)

CEI

100+

school districts managed through SmartSuite

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Excel
Google Sheets
Communication Gaps
Data Silos
Lack of Visibility
Legacy Systems
Finance & Accounting, Operations, Project & Program Management, Executive Leadership, Data & Analytics, Legal & Compliance
How Collectie Overijssel Streamlined Archival Operations
Non-profit
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 Enablence Built Cross-Team Workflows in SmartSuite in Under One Week
Technology / SaaS
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
Project & Program Management, Operations, Executive Leadership, IT, Human Resources, Product
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
How BUCS Engineering Gained a Competitive Advantage for Gaining Clients
Manufacturing and Industrials
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
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 Brigacare Scaled to 1,000 Clients Without Growing Headcount
Healthcare / Life Sciences
Small Business
North America (US, Canada)

BrigaCare

1,000

clients fully managed with a lean team

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Custom Workflows
Spreadsheets
Lack of Visibility
Manual Processes
Scalability Challenges
Clinical & Health Services, Operations, Finance & Accounting, Executive Leadership, Project & Program Management, Legal & Compliance
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
How Black Label Services Centralized Sales Workflows and Transformed CRM Operations
Manufacturing and Industrials
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 EMG Centralized 1,500+ Events and Contractor Ops
Media and Marketing
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 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 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 Lipps Electric Streamlined Training & Task Management Across Field Teams
Construction and Real Estate
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 Progettiamo Autonomia Runs Its Entire Manufacturing Business
Manufacturing and Industrials
Small Business
Europe

Progettiamo Autonomia

20+

dashboards created for real-time role-based visibility

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Airtable
Google Sheets
Notion
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Legacy Systems
Operations, Sales, Marketing, Human Resources, Product, Executive Leadership
How MGT Scaled 150+ Projects and Simplified Reporting
Professional Services
Enterprise
North America (US, Canada)

MGT (Layer3 Communications)

Cybersecurity – US

150+

projects managed seamlessly

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Monday
SalesForce
Scalability Challenges
Manual Processes
Lack of Visibility
Project & Program Management, Operations, Data & Analytics, Executive Leadership, IT
How MediaLab Transformed Operations and Minimized Risk with a Methodical SmartSuite Rollout
Media and Marketing
Mid-Size Business
North America (US, Canada)

MediaLab 3D Solutions

$40,000+

Saved Per year

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ClickUp
Jira
Custom Point Solution
HubSpot
Communication Gaps
Data Silos
Manual Processes
Scalability Challenges
Operations, Project & Program Management, Executive Leadership, Sales, Product, IT
How Salesflow Streamlined Dev and Commercial Workflows
Technology / SaaS
Small Business
Europe

Salesflow

90+

automations deployed across dev and commercial ops

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Jira
Monday
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Scalability Challenges
IT, Product, Project & Program Management, Operations, Customer Experience, Executive Leadership
How Schock Group Unified Field Ops, CRM, and Projects in One Platform
Professional Services
Small Business
North America (US, Canada)

Schock Group

200–300

projects annually centralized in SmartSuite

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Asana
CRM
Monday
SharePoint
Data Silos
Lack of Visibility
Legacy Systems
Manual Processes
Scalability Challenges
Operations, Service, Project & Program Management, IT, Executive Leadership, Data & Analytics
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
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 Unicontrol Created a Global Lead Management Portal
Construction and Real Estate
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
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
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Dominic Whyte
Co-Founder @ fillout.com

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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.

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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

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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

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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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