For Small And Medium Businesses

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

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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 Replace spreadsheets or retire outdated software with solutions that are tailor-made for your process and easily customized to meet your exact needs.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
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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, Processes, Projects, and More

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

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.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f13336e536acdbc404bed6c
SWOT Analysis
SWOT Analysis

SWOT Analysis

Apply the Strengths, Weaknesses, Threats and Opportunity (SWOT) solution at the company, client or product level. Visualize it all in SmartSuite as you craft your strategic plans.

https://app.smartsuite.com/public/pb7v5n6n/solution/5fe398afbd44d911f885c7b6
Support Tickets
Support Tickets

Support Tickets

Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.

https://app.smartsuite.com/public/pb7v5n6n/solution/611ea8580f1737a5ebb5a17d
Simple Process
Simple Process

Simple Process

Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.

https://app.smartsuite.com/public/pb7v5n6n/solution/60a3f8b7a53bb8f32c5009b3
Sales CRM
Sales CRM

Sales CRM

Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

https://app.smartsuite.com/public/pb7v5n6n/solution/61e5915d26bc9b8f158c574b
Project Management
Project Management

Project Management

This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
Personnel Management
Personnel Management

Personnel Management

Establish a comprehensive system of record for a digital employee file. Track personal information, control sensitive information, manage issues and more.

https://app.smartsuite.com/pb7v5n6n/solution/5fc66183b884f59ec93a0c67/5fc661bf4142994616c77479/5fc661c0a76c5257bb66f257/grid
Objectives & Key Results
Objectives & Key Results

Objectives & Key Results

Define organizational, departmental and team goals along with the key performance indicators to measure results.

https://app.smartsuite.com/public/pb7v5n6n/solution/5fb81e7e6b22670f80ecd6c3
Marketing Management
Marketing Management

Marketing Management

What is Marketing? Your answer starts with this simple, yet comprehensive marketing "all-in-one" solution geared for small businesses looking to establish a brand and get the word out about all the great stuff they have to offer.

https://app.smartsuite.com/public/pb7v5n6n/solution/60afe7287200a577ae5766e1
Investment & Debt Tracker
Investment & Debt Tracker

Investment & Debt Tracker

Keep your investment transaction documents organized, track a history of transactions and debt obligations. Ideal for startups fundraising through equity investment or debt. Note: Not a Cap Table management tool.

https://app.smartsuite.com/public/pb7v5n6n/solution/611e6e1e8fd0f2ec6c9a29b2
Idea Box
Idea Box

Idea Box

Never lose track of your million-dollar ideas —or any idea for that matter. Capture and cultivate concepts, and collaborate with team members to bring your ideas to life.

https://app.smartsuite.com/public/pb7v5n6n/solution/6123bf280ba990b968244483
Hiring
Hiring

Hiring

Manage the entire hiring funnel, streamline the recruiting processes and integrate the application form on your website for seamless candidate entry.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f515d52c3ab6d22373fa4d3
Employee Learning Management
Employee Learning Management

Employee Learning Management

Integrate your employee learning assets with personal development plans for team members looking to grow.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f92f6347536923b64c3fa24
Contract Management
Contract Management

Contract Management

This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.

https://app.smartsuite.com/public/pb7v5n6n/solution/611f4b44693412a0468344e9
Company Strategy
Company Strategy

Company Strategy

Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives. Facilitate planning meetings, and even cascade goals to departments or teams.

https://app.smartsuite.com/public/pb7v5n6n/solution/611e7f4a7c5d9316e4bb8dd4
Brand Assets
Brand Assets

Brand Assets

What’s more important than your brand? Track and manage changes and brand enhancements in one spot, while controlling who has access to your most valuable assets.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f5fdb8fc92bf76d8e178e73
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More Reasons
To Love SmartSuite

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Next-Gen Documents

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 Icon
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
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How People Are Simplifying
Sales Processes And Projects

Xi J.

“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

How people are simplifying
Sales processes and projects

Mark R.

“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

How people are simplifying
Sales processes and projects

Sofía J

“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

How people are simplifying
Sales processes and projects

Tannaz M.

“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

How people are simplifying
Sales processes and projects

Zane X.

“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

How people are simplifying
Sales processes and projects

Glenn Rowe

“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