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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DairySmart
Manufacturing and Industrials
Small Business
 Asia (APAC)
Manufacturing and Industrials

Livestock Software Provider – APAC

Livestock Software Provider – APAC

10–15 hours

saved weekly across sales team

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Step Up For Mental Health
Non-profit
Small Business
North America (US, Canada)
Non-profit

Mental Health Nonprofit – North America

Mental Health Support Organization - North America

121+

students tracked across multiple scholarship programs

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IQVIA
Healthcare / Life Sciences
Enterprise
North America (US, Canada)
Healthcare / Life Sciences

HealthTech – Global

HealthTech – Global

600+

departmental users supported globally

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Global RCG
Professional Services
Small Business
North America (US, Canada)
Professional Services

Mobility Advisory – Global

Mobility Advisory – Global

50+

processes for onboarding, centralized in SmartSuite

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How Piche Transformed Multi-Site Operations with One Platform
Construction and Real Estate
Mid-Size Business
Europe
Construction and Real Estate

Construction Firm – Canada

Construction Firm – Canada

48

solutions deployed across operations

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Two Roads
Financial Services
Mid-Size Business
North America (US, Canada)
Financial Services

Outsourced Accounting Firm – North America

Outsourced Accounting Firm – North America

3

legacy tools replaced in one solution

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How SRP Unified Operations in Four Countries with 1,200+ Services
Financial Services
Mid-Size Business
Europe
Financial Services

Consulting Firm – Global

Consulting Firm – Global

3+

expansions supported internationally

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How Legion Creative Tracked 30K+ Timecards and Gained Real-Time Reporting
Media and Marketing
Mid-Size Business
North America (US, Canada)
Media and Marketing

Creative Studio – US

Creative Studio – US

3

legacy systems replaced

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How Uptimi Scaled to 6,000+ Contracts a Month
Insurance
Mid-Size Business
Europe
Insurance

Productivity Tech – EU

Productivity Tech – EU

6,000+

contracts processed monthly

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How Hyphametrics Cuts Response Delays and Gains Real-Time Ops Visibility
Media and Marketing
Small Business
North America (US, Canada)
Media and Marketing

Media Analytics – US

Media Analytics – US

8,000+

households supported through automation

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How 260samplesale Automated Event Workflows Across Teams
Retail and Consumer
Small Business
North America (US, Canada)
Retail and Consumer

260 Sample Sale

260 Sample Sale

12–20

events managed weekly via unified workflows

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Decent
Healthcare / Life Sciences
Mid-Size Business
North America (US, Canada)
Healthcare / Life Sciences

Health Plan Provider – North America

Health Plan Provider – North America

4 legacy tools replaced

legacy tools replaced

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How Mazuma Cut Costs and Centralized Project Ops
Financial Services
Mid-Size Business
North America (US, Canada)
Financial Services

Credit Union – Midwest US

Credit Union – Midwest US

$40K

saved by replacing Workfront

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RP Homes
Construction and Real Estate
Mid-Size Business
North America (US, Canada)
Construction and Real Estate

Residential Builder – Southeast US

Residential Builder – Southeast US

4+

tools consolidated into SmartSuite

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How GovPointe Unifies Operations and Automates Delivery
Public Sector
Small Business
North America (US, Canada)
Public Sector

GovTech Provider – Local US

GovTech Provider – Local US

100%

visibility across client project statuses

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How TrueMark Replaced Disjointed Tools and Built a GRC Powerhouse
Technology / SaaS
Mid-Size Business
North America (US, Canada)
Technology / SaaS

Software Firm – US

Software Firm – US

20+

frameworks mapped using centralized controls

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How Cynapps.ai Reconsidered Airtable for SmartSuite’s Customization Power
Technology / SaaS
Small Business
Europe
Technology / SaaS

AI Security – North America

AI Security - North America

Key stability

concerns identified within 2–3 hours of testing

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How the University of Kansas Strengthened Vendor Compliance with SmartSuite-Powered HECVAT
Education
Enterprise
North America (US, Canada)
Education

Public University – Midwest US

Public University – Midwest US

Reduced

complexity for vendor assessment

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How Queens Defenders Cut Costs and Boosted Workflow Agility
Healthcare / Life Sciences
Mid-Size Business
North America (US, Canada)
Healthcare / Life Sciences

Legal Aid – NYC

Legal Aid – NYC

200+

users evaluated for scalable access

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How Southwood Realty Streamlined 105 Properties with One SmartSuite Ecosystem
Construction and Real Estate
Small Business
North America (US, Canada)
Construction and Real Estate

Property Mgmt – Southeast US

Property Mgmt – Southeast US

100+

views customized for region-specific access

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How RestorixHealth Built a Unified, Audit-Ready Policy System
Healthcare / Life Sciences
Enterprise
North America (US, Canada)
Healthcare / Life Sciences

Healthcare Partner – US

Healthcare Partner – US

500+

policies consolidated into a organized system

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LZTek
Technology / SaaS
Small Business
North America (US, Canada)
Technology / SaaS

Dev Services – North America

Dev Services – North America

2

core client systems migrated from Quickbase

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How Moriarty Law Firm Cut Manual Work and Organized Their Clients
Professional Services
Small Business
North America (US, Canada)
Professional Services

Law Firm – US

Law Firm – US

80%

reduction in manual intake entry

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How LTC Ally Streamlined Payroll Workflows
Financial Services
Mid-Size Business
North America (US, Canada)
Financial Services

LTC Services – US

LTC Services – US

80+

facilities onboarded with 10,000 employees

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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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