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 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
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 Lyneer Streamlined Recruiting and Sales Operations
Professional Services
Enterprise
North America (US, Canada)

Lyneer

5+

tools replaced including Airtable and Zoho CRM

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Airtable
Excel
Zoho
Manual Processes
Data & Analytics, Sales, Service, Executive
How the University of Kansas Strengthened Vendor Compliance with SmartSuite-Powered HECVAT
Education
Enterprise
North America (US, Canada)

Public University – Midwest US

Public University – Midwest US

Reduced

complexity for vendor assessment

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Excel
Communication Gaps
Compliance Challenges
Data Silos
Lack of Visibility
Manual Processes
IT, Procurement & Supply Chain, Security & Risk, Legal & Compliance, Project & Program Management, Data & Analytics
How Queens Defenders Cut Costs and Boosted Workflow Agility
Healthcare / Life Sciences
Mid-Size Business
North America (US, Canada)

Legal Aid – NYC

Legal Aid – NYC

200+

users evaluated for scalable access

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SharePoint
Lack of Visibility
Legacy Systems
Operations, Legal & Compliance, Project & Program Management, Executive Leadership, IT, Service
How 260samplesale Automated Event Workflows Across Teams
Retail and Consumer
Small Business
North America (US, Canada)

260 Sample Sale

260 Sample Sale

12–20

events managed weekly via unified workflows

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Email
Google Sheets
Calendar Notations
Communication Gaps
Data Silos
Manual Processes
Scalability Challenges
Marketing, Operations, Project & Program Management, Customer Experience, Design & Creative, Executive Leadership
How RestorixHealth Built a Unified, Audit-Ready Policy System
Healthcare / Life Sciences
Enterprise
North America (US, Canada)

Healthcare Partner – US

Healthcare Partner – US

500+

policies consolidated into a organized system

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SharePoint
Legacy Policy Portal
Compliance Challenges
Lack of Visibility
Manual Processes
Legacy Systems
Clinical & Health Services, Operations, IT, Training & Development, Legal & Compliance, Executive Leadership
How GovPointe Unifies Operations and Automates Delivery
Public Sector
Small Business
North America (US, Canada)

GovTech Provider – Local US

GovTech Provider – Local US

100%

visibility across client project statuses

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Siloed Tools
Trello
Keep
Calendy
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Operations, Project & Program Management, IT, Executive Leadership, Service, Customer Experience
Global RCG
Professional Services
Small Business
North America (US, Canada)

Mobility Advisory – Global

Mobility Advisory – Global

50+

processes for onboarding, centralized in SmartSuite

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HubSpot
Spreadsheets
Communication Gaps
Compliance Challenges
Lack of Visibility
Manual Processes
Scalability Challenges
Service
How Southwood Realty Streamlined 105 Properties with One SmartSuite Ecosystem
Construction and Real Estate
Small Business
North America (US, Canada)

Property Mgmt – Southeast US

Property Mgmt – Southeast US

100+

views customized for region-specific access

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Airtable
Google Sheets
Data Silos
Manual Processes
Scalability Challenges
Operations, Project & Program Management, IT, Customer Experience, Executive Leadership, Service
IQVIA
Healthcare / Life Sciences
Enterprise
North America (US, Canada)

HealthTech – Global

HealthTech – Global

600+

departmental users supported globally

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Word
Data Silos
Lack of Visibility
Legacy Systems
Clinical & Health Services, Security & Risk, Executive Leadership, IT, Data & Analytics, Project & Program Management
How TrueMark Replaced Disjointed Tools and Built a GRC Powerhouse
Technology / SaaS
Mid-Size Business
North America (US, Canada)

Software Firm – US

Software Firm – US

20+

frameworks mapped using centralized controls

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Monday
Github
Shared Drives
Compliance Challenges
Manual Processes
Data Silos
Lack of Visibility
Scalability Challenges
Legal & Compliance, Security & Risk, Project & Program Management, Executive Leadership, IT, Data & Analytics
RP Homes
Construction and Real Estate
Mid-Size Business
North America (US, Canada)

Residential Builder – Southeast US

Residential Builder – Southeast US

4+

tools consolidated into SmartSuite

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Google Forms
Excel
Data Silos
Finance & Accounting, Human Resources, Project & Program Management, Executive Leadership
Apeiron
Insurance
Mid-Size Business
North America (US, Canada)

Financial Consulting Firm – North America

Financial Consulting Firm – North America

50%

faster case processing

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Excel
Lack of Visibility
Scalability Challenges
Sales, Marketing
How Carpenter & Co. Unified Templates, Dashboards and Growth
Professional Services
Small Business
North America (US, Canada)

CPA Services – Southeast US

CPA Services – Southeast US

100%

full transition from Airtable to SmartSuite

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Airtable
Manual Processes
Scalability Challenges
Finance & Accounting, Operations, Project & Program Management, Executive Leadership, Marketing, IT
How Mazuma Cut Costs and Centralized Project Ops
Financial Services
Mid-Size Business
North America (US, Canada)

Credit Union – Midwest US

Credit Union – Midwest US

$40K

saved by replacing Workfront

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Adobe Workfront
Communication Gaps
Lack of Visibility
Scalability Challenges
Project & Program Management, IT, Data & Analytics, Executive Leadership, Security & Risk, Operations
How Impexbev Runs Expenses, HR and Field Ops in One Hub
Retail and Consumer
Small Business
North America (US, Canada)

Beverage Importer – Intl

Beverage Importer – Intl

650+

events tracked in under 12 months

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Airtable
Expensify
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Sales, Human Resources, Project & Program Management, Executive Leadership, Finance & Accounting
Elevana
Construction and Real Estate
Small Business
Europe

Construction – UK

Construction – UK

80%

faster with Automation

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Frame.io
Google Docs
HubSpot
Monday
Spreadsheets
Communication Gaps
Inefficient Workflows
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Design & Creative, IT, Executive Leadership, Project & Program Management, Training & Development
Diaza
Retail and Consumer
Small Business
North America (US, Canada)

Fashion Brand – US

Fashion Brand – US

75%

reduction in manual design handoff time

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Google Sheets
HubSpot
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Sales, Design & Creative, Operations, Project & Program Management, IT, Executive Leadership
How Uptimi Scaled to 6,000+ Contracts a Month
Insurance
Mid-Size Business
Europe

Productivity Tech – EU

Productivity Tech – EU

6,000+

contracts processed monthly

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Airtable
ClickUp
Excel
CRM
Lack of Visibility
Manual Processes
Scalability Challenges
Sales, Operations, Human Resources, Legal & Compliance, Executive Leadership, Project & Program Management
How Legion Creative Tracked 30K+ Timecards and Gained Real-Time Reporting
Media and Marketing
Mid-Size Business
North America (US, Canada)

Creative Studio – US

Creative Studio – US

3

legacy systems replaced

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Filemaker
Google Sheets
Monday
Trello
Compliance Challenges
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Operations, Project & Program Management, IT, Design & Creative, Finance & Accounting, Executive Leadership,
Allstate Metal
Construction and Real Estate
Small Business
North America (US, Canada)

Custom Manufacturing Provider – North America

Custom Manufacturing Provider – North America

3

disconnected systems unified

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Excel
Lack of Visibility
Operations, Executive Leadership, Shop Floor Staff, Customer Service
Decent
Healthcare / Life Sciences
Mid-Size Business
North America (US, Canada)

Health Plan Provider – North America

Health Plan Provider – North America

4 legacy tools replaced

legacy tools replaced

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ClickUp
Google Drive
Slack
Excel
Manual Processes
Service
Step Up For Mental Health
Non-profit
Small Business
North America (US, Canada)

Mental Health Nonprofit – North America

Mental Health Support Organization - North America

121+

students tracked across multiple scholarship programs

Read Story
ClickUp
Email
Google Sheets
Manual Processes
Executive Leadership, Operations, Training & Development, Customer Experience
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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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