Small and medium businesses

SmartSuite for small and medium businesses

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

Business runs smarter on SmartSuite

SmartSuite is the AI-native work 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.

Team workload chart showing open tasks per person this week

Every Team, One Set of Records

Onboarding, marketing, sales, service and operations each get a solution built for the job, and the solutions link together. A new customer won in sales becomes an onboarding project and a support account without retyping a thing. Compliance and vendor risk solutions join the same platform when a customer or regulator starts asking.

One customer record linking its deals, onboarding project and support tickets

Tie the Week's Work to Company Goals

Set goals, link each project and task to the goal it serves, and share progress as it happens. Owners see what is on track and what needs help before the monthly review.

Template gallery filtered to operations, with a client onboarding template open in preview

Start From a Template, Not a Blank Page

More than 200 templates cover common processes, from client onboarding to inventory and HR. Each one sets up the tables, fields and views for you. Or describe a process in plain words and AI builds the first version. No IT project, no admin team.

Record with a comment thread, an @mention and a live editing indicator beside the fields

Talk About the Work Inside the Work

Comments, @mentions, notifications and live editing sit on each record, so the conversation stays next to the details. Fewer email threads and fewer status meetings follow.

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.

Automation example: when an issue's status changes to critical, SmartSuite notifies the executive team
Track all of your sales metrics

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.

Best practice workflow templates

Goals, processes, projects, and more

Allow your teams to choose from over 200 self-serve templates that can be tailored to your exact needs.

That’s not all

More reasons to love SmartSuite

SmartDoc
Create rich and dynamic documents directly within application records.
Mobile
Use native iOS and Android apps to take SmartSuite on the go.
My Work
All of your tasks in a single, unified list that makes it easy to visualize all your work.
Member Profiles
Keep people connected with a directory that contains contact information and user details.
Views
From grid to cards, maps and more - SmartSuite has display types that fit your data.
We started smart

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!

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

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.

Discover a smarter way to work

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