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3
1 guest user
5
1,000
1,000
100MB
14 Days
14 Days
100
2 weeks
1,000 per Month
Fundamentals
Maximum number of Editors
Solutions are where the magic happens in SmartSuite. Use a template from our Solution Library or create from scratch.
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Solution
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Table
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
IOS and Andriod Apps
Use SmartSuite on the go with ISO or Android.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows.
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Application Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML Based Single Sign On
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
The time period you can access your automation run history of both failed and successful automation attempts.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Make Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (coming soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
Unlimited
1 per paid user
Unlimited
5,000
5,000
50GB
1 Year
30 Days
5,000
1 year
25,000 per Month
Fundamentals
Maximum number of Editors
Solutions are where the magic happens in SmartSuite. Use a template from our Solution Library or create from scratch.
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Solution
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Table
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
IOS and Andriod Apps
Use SmartSuite on the go with ISO or Android.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows.
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Application Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML Based Single Sign On
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
The time period you can access your automation run history of both failed and successful automation attempts.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Make Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (coming soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
Unlimited
3 per paid user
Unlimited
50,000
50,000
100GB
2 Years
45 Days
50,000
2 years
100,000 per Month
Fundamentals
Maximum number of Editors
Solutions are where the magic happens in SmartSuite. Use a template from our Solution Library or create from scratch.
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Solution
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Table
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values.
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
IOS and Andriod Apps
Use SmartSuite on the go with ISO or Android.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows.
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Application Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML Based Single Sign On
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
The time period you can access your automation run history of both failed and successful automation attempts.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (coming soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
Unlimited
5 per paid user
Unlimited
100,000
100,000
500GB
3 Years
60 Days
500,000
3 years
500,000 per Month
Fundamentals
Maximum number of Editors
Solutions are where the magic happens in SmartSuite. Use a template from our Solution Library or create from scratch.
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Solution
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Table
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values.
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
IOS and Andriod Apps
Use SmartSuite on the go with ISO or Android.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows.
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Application Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML Based Single Sign On
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
The time period you can access your automation run history of both failed and successful automation attempts.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Make Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (coming soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
Fundamentals
Maximum number of Editors
Solutions are where the magic happens in SmartSuite. Use a template from our Solution Library or create from scratch.
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Solution
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Records per Table
Store all of your essential business information in SmartSuite, with plans supporting up to 75,000 records per Solution.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values.
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
IOS and Andriod Apps
Use SmartSuite on the go with ISO or Android.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows.
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
New
Manage projects by seeing each activity and dependency within a Gantt view.
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Application Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML Based Single Sign On
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
The time period you can access your automation run history of both failed and successful automation attempts.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Make Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (coming soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
Customized
Customized
Customized
Customized
Customized
Customized
Customized
Customized
Customized
3+ years
Customized
Compare our Plans
Fundamentals
Maximum number of Editors
The number of users that you can have in your Workspace
Maximum number of Guests
The number of guest users you can add to a workspace who can only comment and update the status for record assigned to them.
Solutions
A Solution is a comprehensive set of tables designed to support specific business operations like sales crm or event planning. Customize multiple views within each table to perfectly fit your workflow requirements.
Records per Solution
A record in SmartSuite is like a row in a spreadsheet. This number represents the maximum number of records per solution.
Records per Table
A record in SmartSuite is like a row in a spreadsheet. This number represents the maximum number of records that can be created in an table.
Attachments Storage per Solution
SmartSuite provides plenty of storage space for all of your file attachments, images and rich content records, with limits that vary by Subscription Plan.
Activity History
Activity history provides a visual activity feed of the changes made to each record in a table.This includes adding, editing, and deleting individual field values
Recycle Bin
Never worry about losing data as deleted Solutions, Applications and data can be restored from the recycling bin.
Real time collaboration and commenting
Choose flexible options for how your team collaborates regardless of size.
iOS and Android Apps
Use SmartSuite on the go with ISO or Andriod.
Solution Building and Design
200 Workflow Templates
Use our expert-built Solution Templates to get teams from any industry started fast.
Create from Scratch
Use SmartSuite's powerful Applications, fields and views to create unique work processes for your teams.
Over 40 Field Types
SmartSuite features more than 40 different field types to hold your data, supporting everything from text and numbers to sophisticated formulas and links to other records.
Rich Text Features
The SmartDoc field is a powerful collaborative document editor with formatting, tables, mentions, code blocks and more.
Record Section Display Logic
This feature enables you to apply conditional logic to determine when specific sections of fields are displayed within a record. Streamline your interface by showing only the necessary fields at relevant stages of your workflow, reducing clutter and focusing attention where it's needed most.
Custom Page Layouts
Select from single column, two column and 70/30 formats. Create Sections and drag & drop fields.
Create using AI
Harness the power of AI to generate create workflows
Formulas
Create simple to advanced formulas any table in your workspace.
Linked Tables
Reference data from any table in your workspace. Linked records are not limited to a single workflow and can be used to access data in any table that you have permissions to access.
Views and Reporting
Dashboards
Display all of your important information in one place, using SmartSuite Widgets to increase your productivity and lend insights into your data.
Grid View
View records in a grid format that also provides powerful sort, filter, group and inline edit capabilities.
Card View
View your records displayed as visual cards that can include images and other rich content.
Kanban View
Kanban views are great for tracking records through the stages of a process or by groupings defined by you.
Calendar View
View records in a calendar format, sorted by a date or date range field of your choosing.
Timeline View
View records in a timeline format that is great for visualizing work streams and schedules over a period of time.
Gantt Chart
Manage projects by seeing each activity and dependency within a Gantt view.
New
Resource Management - coming soon)
This feature enables the management of resources across projects and teams.
Map View
View records that contain location data in a map format that includes powerful display features.
Chart View
Chart View lets you visualize your data using a variety of styles, from bar and line charts through bubble, heatmap and more.
Form View
Create forms in SmartSuite to collect data from external users that will automatically be stored in your saved view records.
Personal and Locked Views
Ensure only the right people can access or edit views. Personal views are only visible to the creator, and locked views are only editable by certain users.
Folders
Organize your views in the sidebar with folders.
Team Collaboration
Inline Comments
Comments can be attached to any record, allowing users to discuss changes or quickly add collaborators with @mentions.
Activity History
See who edited a record, exported data or shared content at a glance with SmartSuite's Activity History report.
Record Follow
You can star any record to follow its updates, comments and mentions in your notification feed.
Member Directory
Easily find and connect with co-workers by searching SmartSuite's member directory.
Availability Status
Let other SmartSuite Members and Teams know when you're busy or are available to collaborate.
Member Profiles
Members can maintain personal profiles, sharing information about themselves with other Members.
Teams
Create and manage teams (groups) of users with which you can easily manage permissions to solutions, tables, fields, folders and views.
Who's Online
Easily identify when others are online in a task with the green dot on their profile picture.
Real Time Updates
Every update that your team makes is displayed immediately in reports and records. You'll never have to worry about updated information again.
Gmail and Outlook Integration
Integrate SmartSuite with your Gmail or Outlook to seamlessly send emails directly from your SmartSuite account, all from within individual records. Replies are conveniently tracked both within these records and in your Gmail or Outlook inbox, ensuring all your communications are synchronized and easily accessible.
Collaborative SmartDoc's
Unlock the power of documentation with our SmartDoc field type. This feature allows you to create dynamic, rich-text documents similar to those available in Google Docs, Notion, and Coda. Perfect for collaborative editing, detailed note-taking, and integrating robust content directly within your workspace.
Notifications
Real Time Notifications
Important updates are delivered through notifications that can be sent by email or in-app alerts.
@mentions
Mention other Members or Teams to instantly grab their attention or pull them into a collaboration.
Record Follows
You can star any record to follow its updates, comments and mentions in your notification feed.
Notification Settings
Get notified in the way that works for you, with options for email, Slack and more.
Slack Notification
Stay updated effortlessly with Slack Notifications. Set up within Automations, this feature sends timely alerts directly to your designated Slack channel, ensuring you never miss crucial updates or actions required for your projects.
SMS Notifications
Keep your team connected and informed with SMS text messages. Set up within Automations, this feature allows you to send timely, direct text notifications to ensure critical updates and reminders are always received, regardless of internet access.
Roles and Permissions
Account Permissions
Easily control access to your SmartSuite environment with Administrator, Solution Creator and General User permissions.
Solution Permissions
Assign permissions and determine who can interact with Solution data.
Folder / View Permissions
Control access to Folders and Views within solutions using customizable permissions. Permissions can be applied at the user roles, team, or individual user levels.
Table Permissions
Assign additional permissions at the Application level.
Field Permissions
Protect your most sensitive data with Field Permissions, locking down access to specific fields of data in your SmartSuite Applications.
Password Restricted Sharing
Enhance the security of your shared views and solutions by requiring a password for access. This feature ensures that only authorized individuals can view the contents of shared links, providing an added layer of protection for your sensitive information.
Security and Compliance
SAML-based single sign-on (SSO)
Log in with your SAML single sign-on account to seamlessly authenticate with SmartSuite, no additional password required.
SCIM User Provisioning (coming soon)
Centrally manage user accounts (provisioning and deprovisioning) via SCIM from from Okta and Microsoft AD, This integration simplifies user lifecycle management across your organization, ensuring efficient and secure access control.
SCIM-Synced User Groups (coming soon)
dd and remove users from user groups centrally via SCIM from Okta and Microsoft AD.
User Management
Administrators can view, add and manage the users in your workspace.
Team Management
Administrators can view, add and manage the teams (groups) in your workspace.
Two Factor Authentication
Two-factor authentication adds another layer to SmartSuite security. Users logging in from unfamiliar devices have to enter a code sent to their mobile device.
Google Authentication
Streamline your users' login process by allowing them to use existing Google accounts to access SmartSuite.
Office 365 Authentication
Streamline your users' login process by allowing them to use existing Office 365 accounts to access SmartSuite.
Apple Authentication
Streamline your users' login process by allowing them to use existing Apple accounts to authenticate to SmartSuite
Session Management
View Member sessions and login information to monitor user activity and behavior, or reset a session from the Admin console.
Audit Logs
Provide your security team access to critical events happening in your workspaces and bases.
IP Address Restrictions
Restrict access to your workspace based on a listing of IP addresses you have added to a whitelist.
Data Loss Prevention (DLP)
Utilize our DLP APIs to integrate with third-party vendors and manage sensitive data your users might introduce to SmartSuite. This powerful tool allows for proactive actions to safeguard your information.
European data residency (Coming Soon)
Choose to have your workspace data center located in the EU.
SOC 2 Type II Compliance
Our SOC2 Report demonstrates our commitment to adhering to industry leading security, availability and confidential standards
ISO 27001 Certification
Our ISO 27001 certification, awarded by the International Organization for Standardization (ISO), recognizes the strength of our information security management system. It's a clear indicator of our commitment to adhering to globally recognized best practices for protecting sensitive information
HIPAA Compliance
SmartSuite complies with the Health Information Portability and Accountably Act (HIPAA)
GDPR Compliance
SmartSuite complies with the General Data Protection Regulation (EU GDPR)
Automations
Runs per month
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Run History
Automate repetitive work by by setting customizable actions in your Solutions. Limits refer to the number of actions that can be performed each month in your account.
Automation Builder
Automate your workflows to eliminate manual tasks and banish repetitive actions from your daily routine.
Automation Notifications
Use SmartSuite Automations to trigger a notification via email or Slack when your data matches rules you specify.
Automated Record Updates
Use SmartSuite Automations to update records, change a status or set a value when your conditions are met.
External Actions
Use SmartSuite Automations to trigger actions that target external systems like updating a Google Sheet.
Project / Task Management
Task Lists
Pin a list of your SmartSuite tasks to a dashboard for easy access. Getting things done has never been easier.
Status Tracking
Use the Status field to track and customize statuses for any workflow.
Due Date Tracking
SmartSuite keeps tabs on deadlines and due dates, ensuring that your projects and deliverables are always on time.
Resource Allocation
SmartSuite offers features like timeline view, task management and visual status reporting to make resource allocation a snap.
Time Tracking
Keep track of the time spent on specific tasks with this field type, logging time spent along with who performed the work.
Checklists
Checklists let you quickly create simple to-do lists to efficiently track anything that needs to get done.
Personal Tasks
Manage your To-Do list with Personal Tasks that let you track, prioritize and cross off your action items.
Repeating Tasks
Set tasks to repeat automatically.
Integration
Data Import
Quickly Import data from CSV, spreadsheets, contacts and calendars.
Data Export
Easily export your data in PDF, Excel, CSV or directly to Google Sheets.
REST API
Custom integrations and automations are all possible with the standards-based SmartSuite REST API.
Make Integration
With Make you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Zapier Integration
With Zapier you can instantly connect SmartSuite to thousands of tools, applications and sites to supercharge your productivity.
Webhooks (Coming Soon)
Use Webhooks to send alerts to an external system, integrating your SmartSuite workflows with your existing processes and applications.
Support
Help Center
Our Help Center provides you instant access to documentation, how-to's and videos to answer your questions fast.
Getting Started Videos
Understand the basics of SmartSuite with our getting started videos that demonstrate key features and core activities that make using it a snap.
On Demand Webinars
Live and on-demand webinars will help you further customize SmartSuite to meet your needs.
Real Time Chat
Chat in real-time with our support team by clicking on the support icon that is located in the bottom right corner of the product.
Priority Support
SmartSuite Enterprise subscribers have access to priority email support as well as online support.
Onboarding Guides
Designed to help new users quickly acclimate, these guides provide step-by-step instructions on how to effectively utilize SmartSuite’s features from the start. Perfect for gaining a fast and comprehensive understanding of the platform. https://help.smartsuite.com/en/collections/2511067-getting-started
Daily Office Hours
Join our live office hour session every day Monday-Friday at 9 am PT to get all your questions answered by a SmartSuite Onboarding Specialist.
Register Now
Register Now
Live Monthly Free Training and Certifications
Fast-track your SmartSuite learning journey or kick-start your SmartSuite implementations with this live Training Class! Includes a free, live certification opportunity. Register Now
Live Bi-Weekly Getting Started Workshops
In this interactive workshop[, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite.
https://www.smartsuite.com/webinars
https://www.smartsuite.com/webinars
SmartSuite Academy
Gain access to free online training courses and certifications.
https://academy.smartsuite.com/home
https://academy.smartsuite.com/home
User Community
Connect with and learn from SmartSuite users around the world. https://community.smartsuite.com/
Customer Success Manager
Receive customize onboarding support and training and continued personalized support from a customer success manager. *Provided that customers meet the minimum requirement of being on an annual plan with 25 or more licensed users.
Professional Services
SmartSuite professional service packages are available for purchase by qualified customers on our Enterprise and Signature plans. See SmartSuite Partner Directory for more detail about our partner services.
Other
15 Supported Languages
SmartSuite has been localized for use in the following languages: English, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Spanish, Romanian, Russian, Swedish, Ukrainian, Japanese and Chinese (Simplified)
Payment by Invoice
Available for Enterprise and Signature plan customers who purchase through our Sales team.
Developer Platform
Service Accounts (Coming Soon)
Create a Service Account to facilitate secure authentication when integrating with external databases, products, and services. This specialized account ensures seamless connectivity and enhanced security for all your integrations.
API Calls
Use API endpoints to perform certain programmatic actions.
3
1 guest user
5
1,000
1,000
100MB
14 Days
14 Days
100
2 weeks
1,000 per Month
Unlimited
1 per paid user (1:1)
Unlimited
5,000
5,000
50GB
1 Year
30 Days
5,000
1 year
5,000 per Month
Unlimited
3 per paid user (3:1)
Unlimited
50,000
50,000
100GB
2 Years
45 Days
50,000
2 years
50,000 per Month
Unlimited
5 per paid user (5:1)
Unlimited
250,000
100,000
500GB
3 Years
60 Days
500,000
3 years
500,000 per Month
Customized
Customized
Customized
Customized
Customized
Customized
Customized
Customized
Customized
3+ years
Customized
You have questions, We have answers.
