Modernizing Customer & Partner Operations
SmartSuite aligns Customer Success and Partner teams around a shared view of customers, partners, relationships, and outcomes. Manage onboarding, implementation, success plans, health scoring, renewals, partner tiers, and co-sell pipelines — ensuring every relationship is proactively managed, not reactively supported.
One Platform for Customer & Partner Lifecycle Excellence
SmartSuite unifies onboarding, customer health tracking, success planning, renewals, expansions, partner programs, and co-sell motions into one connected platform. Create predictable, proactive operations that support long-term customer and partner success.
Customer Onboarding
Manage onboarding tasks, milestones, and ownership from kickoff to adoption.
Health Monitoring
Track customer health signals, risks, and engagement consistently.
Renewal Management
Monitor renewals, expansions, and timelines with proactive visibility.
Partner Performance
Track partner programs, deal activity, and outcomes in one view.
Core Capabilities of the Customer & Partner Operations Suite
SmartSuite provides a connected set of solutions for managing customer lifecycles, partner programs, and revenue-driving relationships. These solutions help teams deliver consistent onboarding, proactive success management, predictable renewals, and efficient partner collaboration.
Proactively manage customer and partner relationships with shared visibility and alignment.
Unify onboarding, success plans, health scores, renewals, and partner programs in one connected workspace. SmartSuite links customers and partners to outcomes, activities, and revenue—providing real-time insight, improved collaboration, and predictable growth across the entire lifecycle.
Deliver Consistent, Fast Customer Onboarding
Accelerate time-to-value with structured onboarding plans, clear ownership, and automated reminders. SmartSuite ensures implementation teams stay coordinated from kickoff to launch.
Highlights:
- Standardized onboarding checklists and milestone plans.
- Automated task assignments and deadline tracking.
- Linked project, product, and technical onboarding activities.
Track Customer Health & Success Plans in One Place
Proactively manage risk and customer outcomes with dynamic health scoring, success plans, and visibility into key signals like usage, sentiment, and support trends.
Highlights:
- Configurable health scoring using usage, engagement, tickets, and CSM insight.
- Success plan templates that link goals, activities, and deliverables.
- Alerts for early risk detection and customer escalations.
Improve Renewal Predictability & Expansion Visibility
Manage renewals and expansions with a unified pipeline that brings together contract timelines, product adoption, and account strategy — reducing surprises and improving forecast accuracy.
Highlights:
- Renewal calendars with automated reminders and assigned owners.
- Expansion and upsell opportunity tracking tied to customer outcomes.
- Executive dashboards that highlight churn risks and revenue forecasts.
Scale Partner Programs & Co-Selling
Coordinate partner tiers, benefits, certifications, and deal registrations in one place. SmartSuite supports co-sell workflows that improve partner engagement and accelerate revenue.
Highlights:
- Partner tier management with requirements, benefits, and compliance tracking.
- Deal registration workflows that route partner opportunities automatically.
- Co-sell collaboration boards connecting partners, Sales, and Customer Success.
Align Revenue, Customer, and Partner Teams
Bring Sales, Customer Success, Support, Marketing, and Partnerships into a shared workspace where everyone sees the same accounts, priorities, and lifecycle data.
Highlights:
- Shared dashboards showing customer health, pipeline, partner influence, and usage.
- Linked records across customers, partners, opportunities, QBRs, and tasks.
- Communication and notes captured directly in customer and partner records.
Built For Modern Customer & Partner Teams
SmartSuite brings enterprise-grade customer and partner operations with consumer-grade usability. Choose the rollout path that fits your organization today—and expand as relationship complexity and growth goals increase.
Adopt a Single Capability
Begin with Customer Onboarding, Health Scoring, or Partner Deal Registration—prove value fast and expand from there.
Roll Out a Full Category
Enable customer and partner operations end-to-end—connecting onboarding, success plans, renewals, partner tiers, and co-sell tracking in one system.
Deploy the Entire Customer & Partner Operations Suite
Standardize lifecycle management with shared dashboards, automated workflows, and linked outcomes—delivering proactive engagement, predictable retention, and scalable partner-led growth across every relationship.
See How SmartSuite Aligns Customer Success & Partnerships
Experience how SmartSuite unifies onboarding, health scoring, partner programs, renewals, and co-selling into one connected relationship management workspace.
The Connected Value of SmartSuite Customer & Partner Operations
Quantifiable improvements achieved when organizations centralize onboarding, health scoring, renewals, partner programs, and co-selling in SmartSuite.
Source: Forrester Customer Lifecycle Optimization Study, 2023 — structured onboarding systems improved implementation speed by 30–35%.
Faster Customer Onboarding & Time-to-Value
Standardized onboarding plans, automated tasks, and milestone tracking accelerate customer activation and reduce early-stage churn.
Source: Gainsight Customer Success Benchmark, 2023 — unifying CS & partner workflows reduced manual coordination by ~30%.
Reduction in Manual Customer Success & Partner Coordination
Shared workspaces replace spreadsheets, email threads, and disconnected tools for onboarding, renewals, and partner programs.
Source: McKinsey Recurring Revenue Performance Study, 2022 — companies with unified success/renewal platforms improved NRR visibility by 28–35%.
Improved Visibility Into Internal Service Performance
Connected renewal pipelines, expansion tracking, and health indicators strengthen forecasting accuracy and renewal predictability.
Source: BCG Ecosystem Revenue Operations Benchmark, 2023 — connected relationship teams improved alignment by 30–36%.
Better Alignment Across Customer Success, Sales & Partner Teams
Shared dashboards, linked records, and co-sell workflows reduce handoff friction and improve lifecycle outcomes.
Key Benefits of the Customer & Partner Operations Suite
SmartSuite unifies the workflows that drive retention, expansion, and partner-led revenue. From onboarding to renewals to partner tier governance, teams collaborate in a single, predictable lifecycle engine.
Customer Outcomes, Visibility & Lifecycle Clarity
See onboarding progress, health scores, success plans, open issues, usage insights, and expansion opportunities — all in one record.
Define goals, deliverables, responsibilities, and expected outcomes for every customer engagement.
Combine usage, engagement, ticket trends, NPS, CSM insights, and sentiment into a dynamic score.
Monitor implementation milestones, QBRs, adoption phases, and renewal tasks with automated workflows.
Give leaders real-time visibility into risk, expansion potential, renewal forecasts, and onboarding capacity.
Store emails, notes, meetings, conversations, and documents directly in the customer record.
Execution, Automation & Relationship Workflow Efficiency
Assign tasks, send reminders, track dependencies, and ensure implementation stays on schedule.
Track renewals, expansions, and upsell opportunities with clear owners, timelines, and forecasting.
Capture issues, escalate risks, assign owners, and track resolution through structured workflows.
Route partner-submitted opportunities to Sales and Success teams with approvals, scoring, and real-time updates.
Align CS, Support, Product, Sales, and Partnerships through shared views and no-code playbooks.
Generate renewal briefings, QBR summaries, risk analyses, and partner program updates instantly with AI Assist.
Governance, Predictability & Relationship Growth at Scale
Define partner tiers, assign benefits, track eligibility, and automate requirement fulfillment.
Maintain full visibility into partner commitments, certifications, co-sell activity, and compliance with program rules.
Improve confidence in retention and expansion forecasting by connecting customer data, partner influence, and usage signals.
Ensure seamless collaboration between Customer Success, Partnerships, Sales, and RevOps.
Support SMB, enterprise, partner-led, hybrid GTM, and multi-product go-to-market models within one unified system.
Modify health models, success plans, partner tiers, QBR templates, and workflows without engineering support.
Drive Retention, Expansion, and Partner-Led Growth
SmartSuite eliminates silos between Customer Success, Partner teams, and Revenue organizations. Automate workflows, improve transparency, and proactively manage customer and partner outcomes.
How the SmartSuite Platform Powers Customer & Partner Operations
SmartSuite connects intake, routing, approvals, task assignments, and reporting — enabling predictable and efficient internal service delivery across all departments.
Customize success plans, partner tiers, renewal workflows, scoring models, enablement tasks, and pipelines — without engineering support.
Automate onboarding tasks, renewal reminders, escalation workflows, partner requirement tracking, and deal registration routing.
Generate QBR summaries, account briefings, partner tier updates, renewal notes, and co-sell insights instantly with AI-driven recommendations.
Connect customers → partners → onboarding tasks → success plans → renewals → expansions → co-sell activities → program requirements — all in one system.
Monitor customer health, partner performance, renewal risk, expansion potential, and co-sell contribution through real-time visual dashboards.
Use granular access rights, audit trails, SSO/SCIM, and role-based views to protect sensitive customer and partner data across GTM, Success, Product, and Finance teams.
Connect Customer & Partner Lifecycle Workflows
SmartSuite unifies customer and partner operations into one connected system — aligning onboarding, health scoring, renewals, partner tiers, and deal registrations. Every team sees the same data, updates, and next steps, reducing handoff friction and ensuring consistency across the relationship lifecycle.
Streamline Onboarding, Success Planning & Co-Selling
Automate onboarding playbooks, define success plans, track milestones, and route partner-submitted deals directly into the pipeline. Structured workflows keep customers on track, partners engaged, and revenue opportunities moving forward.
Gain Complete Insight Into Relationship Health & Performance
Dashboards reveal customer health trends, partner influence, renewal readiness, and expansion opportunities — enabling leaders and front-line teams to make proactive decisions that improve retention and drive ecosystem growth.
AI Assist & Governance Strengthen Customer & Partner Programs
AI Assist accelerates renewal preparation, customer briefings, partner updates, and success analyses. SmartSuite’s governance features — from approval logs to version history — ensure data accuracy, accountability, and audit-ready documentation across all customer and partner workflows.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform Built for Customer & Partner Lifecycle Management
SmartSuite unifies intake, triage, approvals, task assignments, service history, and reporting — enabling predictable, high-quality internal service delivery.
Role-Based Capabilities for Customer & Partner Operations
SmartSuite empowers every customer-facing and partner-facing role — from executives to CSMs and Partner Managers — with connected workflows, real-time insights, and proactive lifecycle management. Each persona uses SmartSuite to strengthen relationships, improve retention, and accelerate revenue growth.
Executive Leadership
Chief Customer Officer (CCO)
Oversees customer satisfaction, retention, expansion, and long-term customer value across the organization.
- Benefit Statement:
SmartSuite gives CCOs unified visibility into customer health, churn risk, and growth opportunities — enabling confident, data-driven leadership.
- Benefit Source:
Executive dashboards, lifecycle workflows, health scoring models, and forecasting analytics.
Strategic Customer Oversight
Reviews portfolio-level health, churn risk, and expansion signals across all customers.
Risk Forecasting:
Identifies early warning indicators and systemic risks impacting retention or adoption.
Executive Reporting:
Delivers board- and exec-ready summaries on NRR, onboarding progress, and CS effectiveness.
Executive Leadership
VP / Head of Partnerships
Owns partner strategy, program performance, enablement, and partner-led revenue outcomes.
- Benefit Statement:
SmartSuite centralizes partner programs and co-sell workflows, improving visibility and consistency across the ecosystem.
- Benefit Source:
Partner records, tier governance, co-sell tracking, and program dashboards.
Program Performance
Reviews sourced/influenced pipeline, partner engagement, and tier distribution.
Partner Governance
Tracks requirements, certifications, and benefits eligibility across the partner base.
Ecosystem Reporting
Provides leadership-ready insights into partner contribution and program health.
Customer Success Leadership
VP / Director of Customer Success
Leads the Customer Success organization and defines lifecycle strategy, coverage models, and engagement standards.
- Benefit Statement:
SmartSuite standardizes lifecycle workflows and provides real-time visibility into team performance and customer outcomes.
- Benefit Source:
Health models, lifecycle automation, dashboards, and workload analytics.
Team Performance Tracking:
Monitors CSM workload, account coverage, and engagement levels.
Customer Segmentation
Segments customers by size, health, lifecycle stage, and strategic importance.
Renewal Pipeline Management
Oversees upcoming renewals, risk levels, and expansion opportunities in one view.
Customer Success Leadership
Customer Success Operations Manager
Owns CS workflows, tooling, health scoring models, reporting standards, and operational consistency.
- Benefit Statement:
SmartSuite gives CS Ops a unified data and workflow layer to improve visibility and reduce manual coordination.
- Benefit Source:
Dashboards, automation, linked records, and AI Assist.
Health Model Governance
Builds and refines scoring based on usage, sentiment, and support signals.
Reporting & Segmentation
Maintains dashboards and segmentation logic for coverage and prioritization.
Workflow Optimization
Automates reminders, playbooks, and lifecycle handoffs across CS.
Customer-Facing Roles
Customer Success Manager (CSM)
Owns day-to-day customer relationships, adoption, retention, and expansion.
- Benefit Statement:
SmartSuite consolidates all customer signals into one workspace, enabling proactive, informed engagement.
- Benefit Source:
Unified customer records, tasks, dashboards, success plans, and communication history.
Account Management
Tracks goals, success plans, tasks, meetings, and communications in one place.
Health Monitoring
Reviews health scores, usage trends, and risk indicators to prioritize outreach.
Renewal Readiness
Prepares renewals with clear timelines, risk assessments, and stakeholder alignment.
Customer-Facing Roles
Implementation Manager
Oversees onboarding delivery, project coordination, and time-to-value for new customers.
- Benefit Statement:
SmartSuite standardizes onboarding execution with milestone-driven playbooks and clear accountability.
- Benefit Source:
Onboarding workflows, task automation, templates, and dashboards.
Onboarding Execution
Manages tasks, dependencies, and deliverables through go-live.
Milestone Tracking
Tracks onboarding phases and flags delays early.
Stakeholder Coordination
Aligns internal teams and customer contacts through shared visibility.
Support, Renewals & Revenue Roles
Renewals Manager
Owns renewal forecasting, renewal execution workflows, and churn mitigation across the customer base.
- Benefit Statement:
SmartSuite centralizes renewal timelines, risks, and actions — improving predictability and retention outcomes.
- Benefit Source:
Renewal pipelines, health indicators, automated reminders, dashboards.
Renewal Forecasting
Tracks upcoming renewals and risk levels with portfolio visibility.
Risk Mitigation
Coordinates action plans with CS and Support for at-risk accounts.
Execution Tracking
Manages renewal workflows, approvals, and close-out tasks.
Support, Renewals & Revenue Roles
Support Manager
Oversees support operations, escalations, and issue resolution impacting customer satisfaction and renewals.
- Benefit Statement:
SmartSuite links support activity to customer context, enabling faster resolution and better prioritization.
- Benefit Source:
Linked cases, escalation workflows, dashboards, and cross-team visibility.
Escalation Management
Tracks critical issues tied to health, renewals, or strategic accounts.
Workload & SLA Monitoring
Reviews volume, response times, and backlog trends.
CS Collaboration
Aligns with CSMs on high-impact issues and resolution timelines.
Support, Renewals & Revenue Roles
Revenue Operations Manager (Customer Lifecycle)
Owns lifecycle reporting, renewal/expansion forecasting, and cross-functional process governance across post-sale stages.
- Benefit Statement:
SmartSuite provides a shared system of record for lifecycle performance, improving alignment and forecasting accuracy.
- Benefit Source:
Dashboards, linked records, workflows, and governance controls.
Lifecycle Analytics
Tracks onboarding velocity, renewal coverage, and expansion pipeline health.
Process Governance
Standardizes definitions, stages, and required fields for lifecycle workflows.
Forecast Reporting
Provides leadership with predictable renewal and expansion reporting.
Partner Operations & Co-Sell Roles
Partner Operations Manager
Manages partner onboarding, tier requirements, benefits administration, and operational execution of partner programs.
- Benefit Statement:
SmartSuite standardizes partner program operations with visibility into requirements, engagement, and performance.
- Benefit Source:
Partner records, tier governance, requirement tracking, automation.
Partner Onboarding
Manages partner setup steps, enablement tasks, and documentation.
Tier Management
Tracks requirements, certifications, and eligibility status.
Program Operations
Maintains dashboards for partner engagement and program health.
Partner Operations & Co-Sell Roles
Partner Manager / Channel Manager
Manages day-to-day partner relationships, enablement, and co-selling collaboration.
- Benefit Statement:
SmartSuite gives partner managers a complete view of partner activity, pipeline influence, and enablement progress.
- Benefit Source:
Co-sell tracking, partner scorecards, dashboards, and tasks.
Partner Engagement
Tracks enablement, touchpoints, and joint activities.
Co-Sell Collaboration
Coordinates deal registration and co-selling workflows with Sales.
Performance Reviews
Reviews partner performance trends and identifies improvement opportunities.
Partner Operations & Co-Sell Roles
Partner Sales Manager / Alliance Sales Lead
Drives partner-sourced pipeline, co-sell execution, and partner revenue outcomes in coordination with Sales teams.
- Benefit Statement:
SmartSuite operationalizes partner deals with clear routing, ownership, and visibility across the pipeline.
- Benefit Source:
Deal registration workflows, opportunity linkage, dashboards, and approvals.
Deal Registration
Routes partner-submitted deals through approval and assignment workflows.
Pipeline Visibility
Tracks partner-sourced and influenced pipeline through stages.
Revenue Attribution
Reports partner contribution to revenue outcomes.
Legal, Finance & Governance Roles
Legal Reviewer (Partner & Customer Agreements)
Reviews partner agreements, co-sell terms, and customer contract changes tied to renewals or expansions.
- Benefit Statement:
SmartSuite streamlines legal reviews and preserves decision history for audit-ready governance.
- Benefit Source:
Approval workflows, version history, audit trails, document repositories.
Agreement Review
Reviews and approves partner or customer agreement changes.
Decision Traceability
Documents approvals, exceptions, and conditions.
Renewal Support
Supports contract updates required for renewal or expansion.
Legal, Finance & Governance Roles
Finance Partner (Renewals & Billing)
Supports renewal billing, invoicing coordination, and financial governance across lifecycle stages.
- Benefit Statement:
SmartSuite provides Finance clear visibility into renewals and expansions tied to billing, approvals, and timing.
- Benefit Source:
Linked renewal records, approvals, dashboards, and documentation history.
Billing Coordination
Tracks renewal timing, invoicing needs, and payment status.
Approval Oversight
Reviews discounting or commercial exceptions where required.
Financial Reporting
Monitors renewal and expansion performance metrics.
Built for Every Customer & Partner-Facing Role
Whether you work in Customer Success, Partnerships, Implementation, Support, or Revenue Operations, SmartSuite provides the tools needed to deliver consistent, proactive relationship management.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Customer & Partner Teams
Choose per-user or per-solution pricing to support onboarding, renewals, success planning, and partner ecosystem programs.
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SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Strengthen Your Customer & Partner Ecosystem
Explore case studies, onboarding guides, co-sell playbooks, and partner program templates to help scale customer and partner excellence.