Plans That Grow With YOU

A Solution is a collection of tables that have been configured to manage a workflow process or project within your organization. For example, you could use a solution to manage your sales process or a client project.

SmartSuite maintains a history of all the changes that have been made to a single record or administrative function for the term stated in your selected plan. Members with appropriate permissions can see the date and time of these activities, the initiating user and the details of the changes made.

Solution Templates help you get up and running quickly with industry leading approaches to automating specific business processes. Templates focus the power of SmartSuite on your core business, transforming the way that you and your team work and collaborate. SmartSuite provides more than100 solution templates to choose from. Click here to learn more.

A Field is a particular data type or data reference that can be associated within a record. SmartSuite includes over 40 field types that you can select from when configuring a solution. Such as Text, Number, Percent, Currency, Date, Time, Single / Multiple Select, Email, Phone, Address, Link, User, Rating, Status and many more. Click here to see a complete list.

With SmartSuite you don’t have to worry about accidentally deleting a critical customer record, transaction detail or project plan. The system saves every deleted record to a Recycle Bin, allowing you to recover your data with a single click during the term stated in your selected plan.

Absolutely! If you have a specific business process that is not supported by a template, no problem! SmartSuite allows you to create Solutions and Tables from scratch, using our robust set of fields in the Solution Builder interface to build exactly what you need.

SmartSuite plans are charged per seat. If you are on SmartSuite's Free plan, all users are free. If you are on a paid SmartSuite plan, you will be charged for all users who have edit permissions. No charges will apply for read-only users, commenters, or people submitting forms. Charges are prorated: users with edit permissions added partway through the month will only be charged for the days after they were added.

Yes! You’re never locked into a plan with SmartSuite and you can change your plan at any time. Need to add or remove users? No problem, update your subscription in just a few clicks. To change your plan just navigate to the Plans and Billing option in Account Administration.

If you reach or have exceeded our record or attachment limits, you’ll still be able to use your solutions and we will not remove your data. We’ll notify you of the overage and you will not be able to add more records or attachments until you upgrade to a new plan. For automations and API limits, you will be capped at the usage limit on your current plan.

SmartSuite was created to address the needs of all types of businesses and their own unique requirements. We offer several subscription plans that allow you to find the perfect fit for your organization. We encourage you to try out SmartSuite with our 14 day free Professional version trial. You can see how easy it is to run your business on SmartSuite, no credit card required.

You're free to cancel at any time. When you cancel your plan, you will remain on the plan until the end of your current billing cycle, at which time the plan will be automatically canceled.

Smartsuite can support between 1 and 10,000 users per account.

If you would like to continue using SmartSuite after your trial has ended, you will need to select a plan, determine the number of users and enter your credit card information. If you choose not to select a plan and add a credit card, your Account will be disabled and you won’t be able to access any of the features you used during the Trial. However, we’ll keep everything as you left it, and you're welcome to log back in anytime to sign up for a paid plan and continue using SmartSuite.

No. You are welcome to select a plan and enter billing information at any time during the trial.

Yes, you can invite up to 50 people to join your SmartSuite trial. Simply click the “Invite Members” link on your Home Page and enter the email addresses of the people you want to invite.

We offer a discount for nonprofit organizations that can provide 501c3 documentation that declares you a nonprofit. We will then create a one-time use coupon code that you can use during check out to apply the discount.

The difference is how often you pay your subscription fee. With monthly billing, you will be charged on the same day each month. With annual billing, you are charged once for the whole year (on the same day you started the subscription).