For Small and Medium Businesses

Run every aspect of your business on a single platform, tailored to your way of working.

SmartSuite powers your SMBSmartSuite powers your SMBSmartSuite powers your SMBSmartSuite powers your SMBSmartSuite powers your SMBSmartSuite powers your SMBSmartSuite powers your SMB

Business Runs Smarter on SmartSuite

SmartSuite is the work management platform that lets businesses streamline every process, manage all of their projects and simultaneously connect their teams - providing easy access to the information they need to get things done.

Use SmartSuite to manage and automate workflows across all business functions
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Dashboard of social media campaigns with assets, calendar and status.
Monitor your design process with a dashboard
Dashboard of rental properties with a map, status report, and chart
Use dashboards to monitor team workload
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Run Your Business
On A Single Platform

Companies of all sizes use SmartSuite to manage and automate workflows across all business functions. From managing employee onboarding and training through leveling up your marketing, optimizing sales and streamlining operations, SmartSuite has you covered.

Manage data to drive insights
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Prioritize Work Around
Company Goals

Ensure that everything you do aligns with your organization’s goals. SmartSuite makes it easy to prioritize tasks, share metrics, measure progress and ensure that company goals are being met - and exceeded.

SmartSuite gets your next project started fast
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Transform The Ways
Your Teams Work

With hundreds of pre-built workflow templates, SmartSuite gets your next project started fast, without waiting for IT resources. Replace spreadsheets or retire outdated software with solutions that are tailor-made for your process and easily customized to meet your exact needs.

Collaborate on your work in context
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Work and Collaborate
In Real Time

Eliminate endless email threads, needless meetings, and non-stop check-ins with real-time commenting, customizable notifications, live editing, and dynamic reports. SmartSuite lets you collaborate in the context of the work you’re doing with rich text conversation threads embedded directly into your records.

Automate
The Routine Stuff

Use simple rules to automate routine tasks like sending email, changing a status, adding due dates, or even posting to a Slack channel. You can even create automations that interact with your favorite external services, bringing in data from Google Sheets or updating your Office 365 calendar when a record changes.

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SmartSuite
Gmail
Google Calendar
One Drive
Slack
Twilio
SmartSuite integration
Gmail integration
Google calendar integration
One Drive integration
Slack integration
Twilio integration

Gain Insights
With Dashboards

Track every metric and trend at a glance with dashboards to support data-driven business decision making.  Monitor your employee workload, track the status of key projects, keep an eye on sales volume - see the things that matter most at a glance.

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Goals, Workflows, Projects and More

Hit the ground running with templates designed for almost any workflow, or build customized workflows to meet your team's exact needs.

Home Remodel Project
Home Remodel Project

Home Remodel Project

Ready to refresh and renovate? Build your remodel plans from inspiration through design and construction. Track quotes, manage contractors and vendors, and centralize all your scope, budget and payments in one handy solution.

Wine Cellar
Wine Cellar

Wine Cellar

Link this solution to the SmartSuite Restaurant Management template to add even more efficiency to your operations. Track every aspect of your wine program in this central spot.

Weekly Plan
Weekly Plan

Weekly Plan

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

Website Management
Website Management

Website Management

Author content, schedule and release website content in this collaborative solution. For large-scale updates, keep a dev team on schedule and on task with our dev focused features.

Wage Disparity Monitoring
Wage Disparity Monitoring

Wage Disparity Monitoring

Volunteer Management
Volunteer Management

Volunteer Management

Organize all your volunteers, including their skills, references, contact information and more. Link individuals to the events at which they're scheduled to volunteer.

Visitor Tracker
Visitor Tracker

Visitor Tracker

Step beyond the antiquated front-desk and paper-based sign-in. Visitors log their information and teammates receive automated messages notifying them a visitor has arrived.

Video Production
Video Production

Video Production

Manage your video production calendar for even the most complex projects, including pre- and post-video production processes.

Venture Deals & CRM
Venture Deals & CRM

Venture Deals & CRM

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Vendor Risk
Vendor Risk

Vendor Risk

Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

Vendor Management
Vendor Management

Vendor Management

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

Vendor Assessment
Vendor Assessment

Vendor Assessment

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

UX/UI Designs
UX/UI Designs

UX/UI Designs

Never wonder where you are in the design process again. Map designs to product features and website content, and choose to store files directly in the solution or link to external design tools or data stores.

User Research
User Research

User Research

Find and track inspiration, trends and design solutions to incorporate into your design process. Centralize results to identify insights with a UX / UI research template that lets you integrate customer interviews and A/B testing in your software applications.

Use Case Tracker
Use Case Tracker

Use Case Tracker

Translate the real-world needs of customers into product features. Keep track of opportunities to solve problems for users. Never wonder why you're building a certain feature ever again.

Travel Requests
Travel Requests

Travel Requests

Team members can submit travel request and submit reimbursement requests in this solution. Easily implement company policies on travel authorization, expense receipts, per diems, etc.

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More Reasons
to Love SmartSuite

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Your Canvas for Creativity

Whether you’re creating recipes for your restaurant, hammering out the terms of a contract or sketching out a new interior design, SmartDoc has the rich content features you need to express your ideas.

Organize your business plan with tables of data and an automatically generated table of contents. Draw attention to important notes with callouts, or embed images directly into your document to add a visual element.

You won’t have to switch back and forth between SmartSuite and Google docs or other external editors - SmartDocs are embedded directly into records so you can track progress, work assignments and due dates right there.

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SmartDoc can handle your most complex documents

Natively Mobile, Like You

Download our mobile app for iOS or Android and take your business information with you everywhere you go, easily accessible from your mobile phone or tablet.

You’ll be prepared for the next meeting, with all of your data available at your fingertips. With interfaces optimized for your device you’ll interact seamlessly with your SmartSuite solutions, easily adding notes, capturing new ideas or tracking status of important tasks.

Assign records to your team while you’re working remote or traveling and you’ll never miss a beat.

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SmartSuite content is mobile ready

The To-Do List, Redefined

You’re not going to miss the sticky notes, excel spreadsheets and email reminders - SmartSuite’s My Work interface consolidates all of your tasks into an easily managed, sortable list so that you can prioritize and get things done.

See all of the records that are assigned to you, their status, priority and due dates. Change sorting to work the way that suits you, and easily toggle tasks to complete when you’re finished. You’ll see comments assigned to you so that you can get back to your team in record time.

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My Work helps you manage all of your tasks

Your Team, Brought Together

An integrated Member Directory gives every person a glimpse into their co-workers worlds, providing easy access to contact information, time zone, skills and personal interests.

People will be able to find the perfect collaborator for the next project, identifying those individuals with the right skills to get the job done. You can instantly see who is currently online and what their status is so you know when your teammates are available to collaborate.

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Manage your private user profile

Visualize Any Type of Information

Whether you want a compact, sortable view of information-rich data or a visual display of records with colorful images, SmartSuite can show off any type of data in the perfect way.

Use Timeline View to quickly schedule appointments, or see company events at a glance with Calendar View. Grid view is perfect for tracking your projects and progress, while Map View displays address data on a customizable map that you can zoom, pan and even add distance radius markers to for route planning.

Charts round things out, making numbers pop and showing you sales trends, customer service statistics and more.

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Choose the perfect report view for your data

Our Business
Runs on SmartSuite

We use SmartSuite to manage the business processes in our own company. How many companies do you know that use their own product to run their business. Well, we do!

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Vendor Management
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Vendor Management
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Vacation Tracker
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Vacation Tracker
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Software Development
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Software Development
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Sales CRM
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Sales CRM
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Quality Assurance
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Quality Assurance
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Project Management
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Project Management
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Product Roadmap
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Product Roadmap
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Partners CRM
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Partners CRM
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Marketing
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Marketing
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Human Resources
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Human Resources
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Customer Support
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Customer Support
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Customer Feedback
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Customer Feedback
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Company Initiatives
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Company Initiatives
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Client Care
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Client Care
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Business Strategy
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Business Strategy
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Business Operations
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Business Operations

How people are simplifying
Sales processes and projects

“We got approached with a really cool opportunity to expand to 10 new locations. Our partners helped us understand the importance of standardizing operating. We found SmartSuite and it truly felt easy to get prepare for this next chapter.”

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Xi J.

Chef & Owner

Xi J.

How people are simplifying
Sales processes and projects

“My clients had spent millions on advanced construction tech, but they didn’t have any processes in place to use it effectively. We standardized on SmartSuite and built out custom solutions. Our clients think we’re geniuses.”

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Mark R.

CEO

Mark R.

How people are simplifying
Sales processes and projects

“We let the whole company vote on our model and decided to stick with a hybrid remote work setup. Secretly I was freaking out about it. SmartSuite was some healthy medicine, because it’s helped me get comfortable. It just feels like I can see everything clearly.”

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Sofía J

Principal

Sofía J

How people are simplifying
Sales processes and projects

“I was paralyzed with all my analysis. I’m certain business is about to explode in this post-pandemic world and every system we look at just seemed to be almost enough. SmartSuite felt low risk, so we tried it. Now we’re never going back.”

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Tannaz M.

COO

Tannaz M.

How people are simplifying
Sales processes and projects

“I finally did a deep dive into how much we were spending on subscriptions - we had point solutions for messaging, project management, product, HR…you name it. Then we got the greatest of all with SmartSuite and replaced 60% of our spend.”

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Zane X.

VP of Finance

Zane X.

How people are simplifying
Sales processes and projects

“The amount of time I’ve been able to save with SmartSuite has been immeasurable, and the more we’ve worked with it, the more applications we’ve found. Now the first question I ask is “How do we SmartSuite this ?”

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Glenn Rowe

CEO

Glenn Rowe
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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022