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 Tworks Centralized Order Fulfillment Across and Gained Workflow Control
Public Sector
Small Business
 Asia (APAC)

Prototyping Hub – India

Prototyping Hub – India

50%

faster task handoffs between departments

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Google Sheets
Manual Processes
Operations, IT, Project & Program Management, Procurement & Supply Chain, Executive Leadership, Data & Analytics
How Big Bang Replaced Spreadsheets and Unified Project Delivery
Professional Services
Small Business
North America (US, Canada)

ERP Consultant – Intl

ERP Consultant – Intl

3+ systems

replaced with one platform

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Google Sheets
Inefficient Workflows
Legacy Systems
Manual Processes
Scalability Challenges
Lack of Visibility
Project & Program Management, IT, Operations, Executive Leadership, Customer Experience, Data & Analytics
Capital One
Financial Services
Enterprise
North America (US, Canada)

Financial Services – US

Financial Services – US

70%

reduction in manual assessment tracking

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Spreadsheets
Compliance Challenges
Data Silos
Lack of Visibility
Manual Processes
Scalability Challenges
Legal & Compliance, IT, Operations, Project & Program Management, Security & Risk, Executive Leadership
How Phlex Tek Centralized 90% of Operations
Manufacturing and Industrials
Small Business
North America (US, Canada)

Design & MFG Firm – US

Design & MFG Firm – US

90%

of operations centralized in SmartSuite

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ClickUp
Excel
Data Silos
Inefficient Workflows
Lack of Visibility
Manual Processes
Scalability Challenges
Operations, Project & Program Management, Engineering, IT, Finance & Accounting, Executive Leadership
Aduaeasy
Technology / SaaS
Mid-Size Business

Logistics Tech Agency – Latin America

Logistics Tech Agency – Latin America

50%

faster logistics operations

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ClickUp
Filemaker
Manual Processes
Scalability Challenges
Operations, Marketing, Systems & Data, Project & Program Management, Executive Leadership
CCTV Services
Technology / SaaS
Small Business
North America (US, Canada)

Security Integrator – North America

Security Integrator – North America

58%

revenue growth in one year

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Airtable
Excel
Inefficient Workflows
Executive Leadership, Sales, Operations, Finance & Accounting, Installation, Service, Customer Support
Concord Energy Strategies
Education
Small Business
North America (US, Canada)

Engineering & Tax Consultancy – Midwest US

Engineering & Tax Consultancy – Midwest US

100%

reduction in manual PDF compiling

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SalesForce
Excel
Box
Google Docs
Custom Software
Manual Processes
Operations, Engineering, Data & Analytics, Project & Program Management, Executive Leadership
VISHAY Parts Library
Technology / SaaS
Enterprise
North America (US, Canada)

Electronics Manufacturer – Global

Electronics Manufacturer – Global

30,000+

product records organized

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Excel
SharePoint
Data Silos
Engineering, Sales, Product, Customer Experience, Executive Leadership, Data & Analytics
Ziplyne
Technology / SaaS
Small Business
North America (US, Canada)

B2B SaaS Provider – US & APAC

B2B SaaS Provider – US & APAC

80%

reduction in duplicate data entry

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Google Sheets
Jira
Zoho
Inefficient Workflows
Sales, Operations, Human Resources, Customer Experience, Project & Program Management
Primary Source HQ
Professional Services
Small Business
North America (US, Canada)

Battery Distributor – US

Battery Distributor – US

8+

tools and processes consolidated

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QuickBooks
HubSpot
Legacy Systems
Sales, Operations, Procurement & Supply Chain, Data & Analytics, Customer Experience
Hephaestus
Technology / SaaS
Mid-Size Business
North America (US, Canada)

Marketing Operations Agency – North America

Marketing Operations Agency – North America

5+

legacy tools streamlined into a single platform

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Airtable
Trello
Google Sheets
Notion
Slack
Inefficient Workflows
Operations, Marketing, Product, Project & Program Management
EnergyWise
Energy & Utilities
Small Business
 Asia (APAC)

Sustainability Engineering Firm – Australia

Sustainability Engineering Firm – Australia

80%

reduction in manual CRM data entry

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ClickUp
Excel
HubSpot
Manual Processes
Sales, Engineering, Operations, Executive Leadership
WSS
Professional Services
Small Business
North America (US, Canada)

Waste Management Provider – US

Waste Management Provider – US

80%

reduction in manual data entry

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Google Sheets
Excel
Manual Processes
Operations, Billing, Customer Experience, Executive Leadership, Data & Analytics, Project & Program Management
Sundack CPA
Financial Services
Small Business
North America (US, Canada)

Accounting Firm – US

Accounting Firm – US

40+

active clients tracked with dynamic dashboards

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Airtable
Inefficient Workflows
Executive Leadership, Operations, Finance & Accounting, Data & Analytics, Customer Experience
Smart Claims
Professional Services
Mid-Size Business
North America (US, Canada)

Insurance Services Firm – US

Insurance Services Firm – US

30+

users migrated from Airtable

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Airtable
Google Sheets
Legacy Systems
Strategy, Operations, Customer Experience, Data & Analytics, IT
Financery
Financial Services
Small Business
North America (US, Canada)

Financial Consultant – US

Financial Consultant – US

5+

financial modules built for contractors

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ClickUp
Google Sheets
Data Silos
Finance & Accounting, Client Services, Data & Analytics, Project & Program Management
Tidewaterseed
Manufacturing and Industrials
Small Business
North America (US, Canada)

Seed Supplier – Southeast US

Seed Supplier – Southeast US

100%

dealer order workflows digitized

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Google Forms
Excel
Inefficient Workflows
Operations, Sales, Procurement & Supply Chain, Customer Experience
Nadler
Retail and Consumer
Small Business
North America (US, Canada)

Convenience Retailer – US

Convenience Retailer – US

8,000+

product records managed

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Excel
Legacy Systems
Business Operations, Procurement & Supply Chain, Inventory Management, Storefront Services
Neilston
Construction and Real Estate
Small Business
 Asia (APAC)

Construction Firm – New Zealand

Construction Firm – New Zealand

CRM

built from scratch in SmartSuite

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No items found.
Data Silos
Marketing & Communications, CRM & Systems, Business Development, Executive Leadership
XanFab
Manufacturing and Industrials
Small Business
North America (US, Canada)

Electronics Manufacturer – US

Electronics Manufacturer – US

3

legacy tracking systems replaced

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Excel
Email
Manual Processes
Operations, Engineering, Procurement & Supply Chain, Product, Executive Leadership
VCU Medical Laboratory Sciences
Professional Services
Mid-Size Business
North America (US, Canada)

Medical Sciences Program – North America

Medical Sciences Program – North America

70+

administrative hours saved

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Spreadsheets
Siloed Tools
Manual Processes
Academic Services, Clinical & Health Services, Training & Development, Executive Leadership
Opportune
Professional Services
Mid-Size Business
North America (US, Canada)

Professional Services Firm – North America

Professional Services Firm – North America

$150K

in auto-renewal errors now proactively prevented

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SalesForce
Excel
Compliance Challenges
Lack of Visibility
Information Technology, Finance & Accounting, Legal & Compliance, Executive Leadership
Ezihealth
Healthcare / Life Sciences
Small Business
 Asia (APAC)

Health Services Provider – Australia

Health Services Provider – Australia

200+

hours projected saved monthly

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Excel
Inefficient Workflows
Clinical & Health Services, Business Operations, Human Resources & Recruiting, Data & Analytics, Project & Program Management
Tidal Consulting
Professional Services
Small Business
North America (US, Canada)

Consulting Firm – US

Consulting Firm – US

40+

investor-backed projects centralized

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Asana
Excel
Slack
Data Silos
Fragmented tools
Fragmented systems
Executive Leadership, Operations, Finance & Accounting, 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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