Modernizing Go-To-Market Operations
SmartSuite connects Sales CRM, Marketing Operations, and Launch Planning into a single GTM engine. Give revenue teams one shared view of accounts, leads, campaigns, content, approvals, and launch plans — ensuring nothing falls through the cracks between Marketing and Sales.
One Platform for Connected Go-To-Market Operations
SmartSuite unifies CRM, lead management, marketing project execution, content approvals, and GTM launch planning in one platform. Give Sales, Marketing, and RevOps teams the shared visibility and automated workflows they need to execute faster and grow revenue predictably.
Sales CRM & Pipeline Management
Monitor deals, contacts, activities, and forecasts.
Lead & MQL Management
Standardize intake, scoring, and qualification.
Marketing Campaign Operations
Execute campaigns with connected tasks, assets, and approvals.
Content Review & Compliance
Route regulated or brand-sensitive content through structured review workflows.
Core Capabilities of the Go-To-Market Operations Suite
SmartSuite provides the essential GTM building blocks to unify Sales, Marketing, and RevOps operations.
Align sales and marketing execution with shared visibility and coordinated delivery.
Centralize accounts, leads, campaigns, opportunities, approvals, and launch plans in one connected workspace. SmartSuite links go-to-market activities across Marketing and Sales—providing real-time insight, smoother handoffs, and confidence that nothing falls through the cracks from lead to close.
Run Sales Processes With Complete Visibility
Give account executives and Sales leaders a single source of truth for pipelines, accounts, contacts, and forecasts.
Highlights:
- Real-time CRM views
- Opportunity health insights
- Funnel & forecast dashboards
Manage Leads, MQLs, and Handoffs With Precision
Standardize lead routing, qualification, and conversion workflows across GTM teams.
Highlights:
- Scoring models
- Automated routing
- SLA-based assignments
Accelerate Marketing Campaigns & Content Delivery
Plan, execute, and track integrated marketing campaigns — all in one workspace.
Highlights:
- Campaign calendars
- Asset production workflows
- Cross-functional review
Consolidate GTM Launch Planning & Execution
Coordinate product launches, feature rollouts, and cross-team GTM motions with clarity.
Highlights:
- Launch timelines
- Task ownership
- Communications & approvals
Strengthen Revenue Alignment Across Teams
Ensure Marketing, Sales, Partnerships, CS, and RevOps are coordinated through shared dashboards, tasks, and insights.
Highlights:
- Unified GTM dashboards
- Shared records
- Connected workflows
Built For Modern Go-To-Market Teams
SmartSuite brings enterprise-grade go-to-market operations with consumer-grade usability. Choose the rollout path that fits your revenue motion today—and expand as campaigns, pipelines, and launches grow in complexity.
Adopt a Single Capability
Begin with Sales Pipeline Management, Lead & Opportunity Tracking, or Marketing Campaign Operations—prove value fast and expand from there.
Roll Out a Full Category
Enable go-to-market operations end-to-end—connecting leads, campaigns, approvals, opportunities, and launch planning in one coordinated system.
Deploy the Entire Go-To-Market Operations Suite
Standardize revenue execution with shared account visibility, automated handoffs, and real-time dashboards—delivering smoother collaboration, faster launches, and predictable growth across Marketing and Sales.
See How SmartSuite Unifies Your GTM Engine
Experience a connected GTM platform where Sales, Marketing, and Revenue Operations work from the same data, workflows, and goals — improving coordination and accelerating pipeline growth.
The Connected Value of SmartSuite Go-To-Market Operations
Quantifiable improvements achieved when organizations centralize CRM, lead management, marketing workflows, and launch planning in SmartSuite.
Source: Gartner Revenue Engine Optimization Report, 2023 — organizations using integrated GTM platforms accelerated lead-to-opportunity conversion by 25–32%.
Faster Lead-to-Pipeline Progression
Integrated lead intake, qualification workflows, and opportunity creation reduce delays from marketing engagement to active sales pipeline.
Source: Forrester Go-To-Market Operations Study, 2023 — revenue teams with connected GTM systems reduced manual coordination effort by 25–30%.
Reduction in Manual Coordination Between Sales and Marketing
Automated handoffs, shared calendars, and unified workflows replace email threads, spreadsheets, and ad hoc status checks.
Source: McKinsey Revenue Intelligence Benchmark, 2022 — unified GTM visibility improved forecast accuracy and campaign performance insight by ~30%.
Improved Forecast and Campaign Performance Visibility
Shared dashboards connect pipeline, engagement, campaign performance, and launch readiness, giving leaders real-time GTM insight.
Source: BCG Revenue Operations Efficiency Study, 2023 — organizations with connected GTM operations improved cross-team alignment by 30–35%.
Better Alignment Across Marketing, Sales, and RevOps
A single system for accounts, leads, campaigns, opportunities, approvals, and launches improves alignment across all revenue-impacting functions.
Key Benefits of the Go-To-Market Operations Solution Suite
Modern GTM teams need connected systems, coordinated workflows, and shared visibility across Sales, Marketing, and RevOps. SmartSuite unifies CRM, lead management, campaign operations, approvals, and launch planning — creating a single GTM engine that drives predictable growth.
GTM Visibility, Account Insights & Alignment
Give Sales, Marketing, and RevOps one shared workspace for accounts, leads, opportunities, campaigns, and activities — ending the “two versions of truth” problem.
Monitor pipeline by segment, region, product, and owner — and tie it directly to campaign influence and lead sources.
See the full engagement history for accounts — including campaigns touched, meetings, emails, notes, and open opportunities — in a single record.
Coordinate launches, campaigns, key sales motions, and enablement activities on a shared GTM calendar so teams know what’s happening and when.
Understand lead quality, source performance, conversion rates (MQL → SQL → Opportunity), and where leads stall or drop.
Provide CROs, CMOs, and RevOps leaders with dashboards that connect pipeline, campaign impact, conversion trends, and launch readiness.
Execution, Automation & GTM Workflow Efficiency
Automatically route leads based on source, territory, segment, or score, ensuring timely follow-up and clear ownership.
Use standardized workflows for when leads move from Marketing to SDR/BDR, from SDR to AE, and from Opportunity to post-sale teams — reducing leakage and confusion.
Plan and execute campaigns with linked tasks, briefs, assets, and approvals — ensuring content and campaigns move through defined steps efficiently.
Route regulated or brand-sensitive content through legal and compliance workflows with version history, comments, and an auditable approval trail.
Design GTM launch playbooks with clear milestones, owners, and dependencies — ensuring product launches and campaigns are executed consistently and on time.
Use AI Assist to draft campaign briefs, email sequences, one-pagers, call notes, and account or pipeline summaries — saving time on GTM content and reporting.
Governance, Predictability & Revenue Confidence
Define common GTM processes for qualification, stage progression, approvals, and launch activities — ensuring consistent execution across teams.
Enforce required fields, validation rules, and automated checks for lead and opportunity hygiene — improving data quality for forecasting and analysis.
Ensure outbound messaging, collateral, and regulated content meet legal, compliance, and brand standards through structured approval workflows.
Tie forecasts directly to standardized opportunity stages, pipeline coverage models, and campaign performance data — reducing guesswork in predictions.
Support different segments (SMB, mid-market, enterprise), regions, or product lines within one GTM architecture, without proliferating tools.
Allow RevOps and GTM Ops teams to quickly adapt workflows, fields, dashboards, and launch templates — without engineering support, keeping GTM agile.
Build an Aligned, Efficient, and Scalable GTM Operation
SmartSuite eliminates silos between Sales, Marketing, and cross-functional partners. Automate handoffs, accelerate campaign delivery, and ensure pipeline coverage with connected workflows and dashboards.
How the SmartSuite Platform Powers GTM Execution
SmartSuite unifies CRM, marketing workflows, approvals, and cross-team launch plans — all in one connected platform.
Tailor sales fields, scoring models, campaign templates, and GTM workflows without engineering.
A RevOps team creates different lead scoring models for inbound, outbound, and partner-sourced leads—each with unique qualification thresholds and routing rules—without writing code.
Automate lead routing, MQL qualification, review approvals, task reminders, and launch sequences.
When a lead reaches MQL status, SmartSuite automatically assigns it to the correct SDR, notifies Sales, and triggers a follow-up task while updating the pipeline stage.
Generate email drafts, campaign briefs, account summaries, renewal signals, or call follow-up notes instantly.
Before a customer call, an AE uses AI Assist to generate a concise account summary highlighting recent campaigns touched, open opportunities, and risk signals.
Connect accounts → contacts → leads → opportunities → campaigns → tasks → approvals → assets.
A campaign record links directly to the leads it generated, the opportunities it influenced, the assets used, and the approvals completed—providing clear ROI visibility.
Monitor pipeline performance, campaign impact, conversion trends, and launch readiness in real time.
CROs and CMOs view dashboards showing MQL-to-SQL conversion rates, pipeline coverage, campaign contribution, and upcoming launch milestones.
Control access across Sales, Marketing, RevOps, Legal, and Compliance teams with audit-ready visibility.
Marketing can edit campaign content, Legal approves regulated messaging, Sales updates opportunities, and executives view rollups—every change is logged automatically.
Connect Sales, Marketing & RevOps Workflows
SmartSuite unites GTM activities in one place — improving visibility, speed, and alignment.
Streamline Campaigns, Content & Cross-Functional Approvals
Automated review paths and audit logs keep campaigns moving quickly while maintaining brand and regulatory accuracy.
Gain Insight Into Pipeline, Engagement & Launch Readiness
Dashboards help GTM leaders track KPIs across the entire customer journey.
AI Assist & Governance Strengthen GTM Execution
AI enhances sales enablement, campaign creation, and reporting — supported by role-based security and compliance controls.
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 That Connects CRM, Marketing, and Launch Execution
SmartSuite brings together lead management, content approvals, campaign workflows, and pipeline operations — creating a single, trusted source of truth for go-to-market teams.
Role-Based Capabilities for Go-To-Market Teams
SmartSuite gives every GTM stakeholder — from executives to sales reps and marketing managers — the tools to align workflows, improve collaboration, and accelerate revenue.
Executive Leadership
Chief Revenue Officer (CRO)
Owns revenue strategy, pipeline performance, forecasting confidence, and cross-functional execution across the GTM organization.
- Benefit Statement:
SmartSuite gives CROs a unified view of pipeline health, campaign influence, and execution readiness — improving predictability and accountability.
- Benefit Source:
Executive dashboards, pipeline analytics, campaign-to-revenue reporting, and workflow visibility.
Revenue Oversight
Reviews pipeline coverage, forecast categories, and conversion trends in real time.
Execution Alignment
Ensures Sales and Marketing motions stay coordinated with clear priorities and handoffs.
Executive Reporting
Delivers leadership-ready reporting on pipeline, campaign impact, and launch readiness.
Executive Leadership
Chief Marketing Officer (CMO)
Owns marketing strategy and business outcomes, setting direction across positioning, growth priorities, and budget allocation.
- Benefit Statement:
SmartSuite gives CMOs a single view of marketing impact and execution health — enabling better investment decisions and clearer accountability to revenue.
- Benefit Source:
Executive dashboards, KPI scorecards, pipeline influence reporting, and portfolio-level visibility.
Strategic Direction
Sets priorities and evaluates whether programs align to company goals and revenue targets.
Investment Oversight
Allocates budget across initiatives using performance and pipeline signals.
Board & Executive Reporting
Delivers leadership-ready summaries on impact, spend efficiency, and momentum.
Revenue Operations & Leadership
VP / Head of Revenue Operations (RevOps)
Owns GTM processes, data governance, tooling, and operational alignment across Sales and Marketing.
- Benefit Statement:
SmartSuite standardizes GTM workflows and reporting, reducing process drift and improving forecast accuracy.
- Benefit Source:
Workflow automation, data models, dashboards, and governance controls.
Process Standardization
Defines stages, handoffs, and required fields across lead-to-close workflows.
Data Quality Governance
Maintains consistent definitions and reporting across GTM data.
Operational Reporting
Produces dashboards for pipeline health, conversion, and activity trends.
Revenue Operations & Leadership
Sales Operations Manager
Manages sales process execution, territory operations, pipeline hygiene, and sales enablement workflows.
- Benefit Statement:
SmartSuite improves pipeline consistency and rep execution by operationalizing workflows and visibility.
- Benefit Source:
Pipeline dashboards, workflow automation, and activity tracking.
Pipeline Hygiene
Flags stalled deals and enforces stage and data requirements.
Rep Execution Support
Tracks next steps, approvals, and follow-ups through automated workflows.
Performance Reporting
Builds rep and team dashboards for activity and conversion performance.
Sales, SDR & Pipeline Execution
Account Executive (AE)
Owns pipeline execution for assigned accounts, managing deals from qualification through close.
- Benefit Statement:
SmartSuite centralizes account context and deal execution workflows, reducing friction and improving close discipline.
- Benefit Source:
Linked accounts, opportunity workflows, tasks, and dashboards.
Deal Execution
Tracks stages, next steps, tasks, and approvals in one workflow.
Account Visibility
Reviews campaign touches, communications, and engagement history.
Forecasting Support
Maintains accurate deal health and close timing for leadership visibility.
Sales, SDR & Pipeline Execution
SDR / BDR Manager
Oversees inbound and outbound qualification, pipeline creation, and lead-to-opportunity handoffs.
- Benefit Statement:
SmartSuite standardizes lead routing and qualification workflows to reduce leakage and improve conversion.
- Benefit Source:
Lead workflows, routing automation, dashboards, and handoff tracking.
Lead Routing Governance
Ensures leads are assigned quickly and consistently by segment or territory.
Conversion Tracking
Monitors MQL→SQL→Opportunity conversion and bottlenecks.
Team Performance
Reviews rep activity and pipeline contribution in dashboards.
Marketing Operations & Launch Execution
Campaign Manager / Demand Generation Lead
Owns campaign planning, execution, and pipeline impact across channels.
- Benefit Statement:
SmartSuite connects campaign workflows, approvals, and reporting — ensuring campaigns launch on time and remain measurable.
- Benefit Source:
Campaign workflows, approvals, dashboards, and automation.
Campaign Delivery
Manages timelines, briefs, assets, and dependencies.
Cross-Team Coordination
Routes reviews and handoffs across creative, web, and GTM teams.
Performance Optimization
Uses dashboards to adjust targeting, spend, and sequencing.
Marketing Operations & Launch Execution
Product Marketing Manager (PMM)
Owns positioning, messaging, launch planning, and enablement for product releases.
- Benefit Statement:
SmartSuite centralizes launch plans and approvals, improving readiness, alignment, and execution consistency.
- Benefit Source:
Launch playbooks, calendars, approval workflows, and dashboards.
Launch Planning
Coordinates milestones, assets, and enablement deliverables.
Messaging Governance
Manages content approvals for messaging and collateral.
Enablement Alignment
Ensures Sales, CS, and partners have what they need for launch.
Legal, Compliance & Commercial Governance
Legal Reviewer / Compliance Reviewer
Reviews regulated or brand-sensitive content and ensures it meets legal and compliance standards.
- Benefit Statement:
SmartSuite streamlines review cycles and maintains audit-ready evidence of approvals and decisions.
- Benefit Source:
Approval workflows, version history, audit trails, and documentation repositories.
Content Review
Reviews marketing materials and messaging for compliance requirements.
Decision Traceability
Documents approvals, conditions, and exceptions with full history.
Audit Support
Produces evidence packages for internal review or regulatory inquiry.
Legal, Compliance & Commercial Governance
Deal Desk / Commercial Operations Manager
Governs pricing approvals, discounting, terms exceptions, and deal compliance for revenue teams.
- Benefit Statement:
SmartSuite standardizes deal approvals and ensures consistent commercial governance across the funnel.
- Benefit Source:
Approval routing, decision logs, dashboards, and workflow automation.
Approval Governance
Routes discounts and terms exceptions through structured approval paths.
Policy Compliance
Ensures deals follow pricing, packaging, and contract guidelines.
Deal Reporting
Tracks cycle time, exception volume, and approval bottlenecks.
Built for Every Role in the Go-To-Market Team
Whether you’re a CMO, CRO, RevOps leader, account executive, or demand-generation manager, SmartSuite provides the workflows and insights needed to drive predictable growth.
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 GTM Teams of Every Size
Choose per-user or per-solution pricing that scales across Sales, Marketing, Partner, and Revenue Operations.
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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.
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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 Improve Your Go-To-Market Performance
Explore guides, customer stories, templates, and best practices for CRM, Marketing Ops, RevOps, and GTM leadership.