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)

Livestock Software Provider – APAC

Livestock Software Provider – APAC

10–15 hours

saved weekly across sales team

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Excel
Manual Processes
Sales, Operations, Customer Experience, Executive Leadership
How SRP Unified Operations in Four Countries with 1,200+ Services
Financial Services
Mid-Size Business
Europe

Consulting Firm – Global

Consulting Firm – Global

3+

expansions supported internationally

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Airtable
Google Drive
Monday
Communication Gaps
Lack of Visibility
Manual Processes
Scalability Challenges
Sales, Finance & Accounting, Human Resources, Operations, Project & Program Management, Executive Leadership
Two Roads
Financial Services
Mid-Size Business
North America (US, Canada)

Outsourced Accounting Firm – North America

Outsourced Accounting Firm – North America

3

legacy tools replaced in one solution

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Airtable
ClickUp
Stacker
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Finance & Accounting, Operations, Executive Leadership, Project & Program Management, Data & Analytics, Customer Experience
How Piche Transformed Multi-Site Operations with One Platform
Construction and Real Estate
Mid-Size Business
Europe

Construction Firm – Canada

Construction Firm – Canada

48

solutions deployed across operations

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Excel
Spreadsheets
Communication Gaps
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Operations, Customer Experience, Project & Program Management, IT, Executive Leadership, Service
How Bawazir Trading Co. Centralized Ops & Asset Tracking in SmartSuite
Retail and Consumer
Mid-Size Business
 Asia (APAC)

Distributor – Middle East

Distributor – Middle East

40+

team members painlessly onboarded

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Airtable
Spreadsheets
Manual Processes
Scalability Challenges
Lack of Visibility
Operations, Project & Program Management, Procurement & Supply Chain, Executive Leadership, Service
How Push Button Podcasts Automated Media Ops with SmartSuite
Media and Marketing
Small Business
North America (US, Canada)

Creative Agency – North America

Creative Agency – North America

75%

reduction in podcast episode processing time achieved through AI and automation

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ClickUp
Google Sheets
Communication Gaps
Scalability Challenges
Lack of Visibility
Operations, Design & Creative, Sales, Finance & Accounting, Executive Leadership, IT
LZTek
Technology / SaaS
Small Business
North America (US, Canada)

Dev Services – North America

Dev Services – North America

2

core client systems migrated from Quickbase

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Airtable
Quickbase
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Customer Experience, Product, Project & Program Management, Training & Development
How Cynapps.ai Reconsidered Airtable for SmartSuite’s Customization Power
Technology / SaaS
Small Business
Europe

AI Security – North America

AI Security - North America

Key stability

concerns identified within 2–3 hours of testing

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Google Docs
Trello
Lack of Visibility
Scalability Challenges
Engineering, IT, Project & Program Management, Product, Executive Leadership, Operations
How Takeda Modernized Vendor Workflows Without Adding Risk
Pharmaceuticals
Enterprise
North America (US, Canada)

Biopharma Leader – Global

Biopharma Leader – Global

0%

integration risk with automation-ready architecture

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Power Automate
SharePoint
Compliance Challenges
Fragmented systems
Lack of Visibility
Finance & Accounting, Legal & Compliance, Operations, IT, Project & Program Management, Executive Leadership
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 Terray Built Company-Wide Project Visibility and Replaced 5+ Tools
Healthcare / Life Sciences
Mid-Size Business
North America (US, Canada)

Next-Gen Biotech Innovator – U.S.

Next-Gen Biotech Innovator – U.S.

5+

major tools replaced

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Asana
Spreadsheets
Google Slides
SharePoint
Excel
Communication Gaps
Data Silos
Fragmented systems
Lack of Visibility
Manual Processes
Engineering, Operations, Project & Program Management, IT, Finance & Accounting, Executive Leadership
Blue Cross Blue Shield of Arizona
Healthcare / Life Sciences
Enterprise
North America (US, Canada)

Regional Healthcare Organization – U.S.

Regional Healthcare Organization – U.S.

75%

faster provider termination process

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SharePoint
Spreadsheets
Manual Processes
Compliance Challenges
Custom Software
Communication Gaps
Lack of Visibility
Operations, Clinical & Health Services, Legal & Compliance, Project & Program Management, Executive Leadership, IT
How Hyphametrics Cuts Response Delays and Gains Real-Time Ops Visibility
Media and Marketing
Small Business
North America (US, Canada)

Media Analytics – US

Media Analytics – US

8,000+

households supported through automation

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Google Sheets
Slack Threads
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Customer Experience, Engineering, Operations, Project & Program Management, IT, Executive Leadership
How Esh Bank’s Created a Powerful GRC Engine
Financial Services
Mid-Size Business
Europe

Financial Services Provider – Europe

Financial Services Provider – Europe

100+

linked tables deployed for IT and audit visibility

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Google Sheets
Airtable
Excel
Lack of Visibility
Compliance Challenges
Inefficient Workflows
IT, Operations, Executive Leadership, Security & Risk, Finance & Accounting, Project & Program Management
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
How ELRA Unified Project and CRM Workflows
Manufacturing and Industrials
Small Business
Europe

Custom Manufacturing Provider – Europe

Custom Manufacturing Provider – Europe

6+

departments onboarded company-wide

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Airtable
Excel
Compliance Challenges
Data Silos
Inefficient Workflows
Scalability Challenges
Lack of Visibility
Engineering, Operations, Sales, Executive Leadership, Project & Program Management, Legal & Compliance
How the University of Tennesse Digitized Their Music Ops
Education
Enterprise
North America (US, Canada)

University – Southeast US

University – Southeast US

1,000+

tech inventory items tracked and circulated

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Airtable
Email
Shared Drives
Static PDFs
Communication Gaps
Data Silos
Lack of Visibility
Manual Processes
Academic Services, Operations, IT, Project & Program Management, Executive Leadership, Community & Events
How LTC Ally Streamlined Payroll Workflows
Financial Services
Mid-Size Business
North America (US, Canada)

LTC Services – US

LTC Services – US

80+

facilities onboarded with 10,000 employees

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Custom Software
Communication Gaps
Inefficient Workflows
Lack of Visibility
Legacy Systems
Scalability Challenges
Finance & Accounting, Operations, Project & Program Management, IT, Executive Leadership, Service
TXVeinExperts
Healthcare / Life Sciences
Small Business
North America (US, Canada)

Medical Practice – Texas

Medical Practice – Texas

50+

hours saved on weekly tasks

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Google Sheets
Data Silos
Manual Processes
Scalability Challenges
Lack of Visibility
Clinical & Health Services, Operations, IT, Executive Leadership, Marketing, Customer Experience
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 Netatmo Unified Marketing Workflows and Cut Planning Time
Technology / SaaS
Small Business
Europe

Smart Home Tech – EU

Smart Home Tech – EU

5+

teams unified under one platform

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Airtable
Excel
Data Silos
Inefficient Workflows
Manual Processes
Lack of Visibility
Marketing, Design & Creative, Operations, Executive Leadership, Project & Program Management, IT
Stanford SSLA
Education
Small Business
North America (US, Canada)

Law School – West Coast US

Law School – West Coast US

3+

legacy systems replaced

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Excel
Word
Communication Gaps
Lack of Visibility
Manual Processes
Legal & Compliance, Operations, Project & Program Management, IT, Executive Leadership, Academic Services
How Det Andre Teatret Brought Clarity and Coordination to Its Creative Operations
Media and Marketing
Small Business
Europe

Improv Theater – Norway

Improv Theater – Norway

10+

concurrent productions tracked in one platform

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Spreadsheets
Filemaker
Trello
Data Silos
Communication Gaps
Manual Processes
Operations, Design & Creative, Community & Events, Project & Program Management, Executive Leadership, Human Resources
PUCMM
Education
Enterprise
Latin America (Mexico, Central/South America)

Private University – Latin America

Private University – Latin America

70+

university leaders supported through dashboards

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Spreadsheets
Communication Gaps
Data Silos
Manual Processes
Lack of Visibility
Academic Services, Executive Leadership, Project & Program Management, Data & Analytics, Operations, Training & Development
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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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