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 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 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
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 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
Credit One Bank
Financial Services
Enterprise
North America (US, Canada)

Consumer Bank – US

Consumer Bank – US

3

major processes launched across IT Risk, TPRM/Procurement, and Issues Management

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Excel
SharePoint
Paper Forms
Fragmented systems
Manual Processes
Communication Gaps
Scalability Challenges
Lack of Visibility
Legal & Compliance, IT, Operations, Project & Program Management, Security & Risk, Executive Leadership
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
Weed Pool
Retail and Consumer
Small Business
North America (US, Canada)

Retailer – Saskatchewan

Retailer – Saskatchewan

1,500+

purchases tracked through SmartSuite

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Google Sheets
Notion
Communication Gaps
Manual Processes
Scalability Challenges
Lack of Visibility
Procurement & Supply Chain, Finance & Accounting, IT, Executive Leadership, Operations, Data & Analytics
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
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 Moriarty Law Firm Cut Manual Work and Organized Their Clients
Professional Services
Small Business
North America (US, Canada)

Law Firm – US

Law Firm – US

80%

reduction in manual intake entry

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Airtable
Google Forms
Spreadsheets
Communication Gaps
Inefficient Workflows
Lack of Visibility
Legacy Systems
Manual Processes
Legal & Compliance, Operations, IT, Executive Leadership, Customer Experience, Project & Program Management
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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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