Modernizing Marketing Operations
Unify campaigns, content, and analytics in one connected platform. SmartSuite empowers marketing teams to plan, execute, and measure performance collaboratively — driving engagement, visibility, and growth across the organization.
One Platform for Connected Marketing Operations
SmartSuite brings every part of your marketing ecosystem into one workspace — connecting campaigns, content, and performance analytics. Eliminate silos between strategy, execution, and reporting with automated workflows and real-time visibility.
Campaign Planning
Plan campaigns, timelines, and dependencies in one connected workspace.
Workflow Automation
Automate reviews, approvals, and handoffs to keep campaigns moving.
Performance Tracking
Measure ROI, conversions, and engagement with real-time dashboards.
Content Governance
Maintain version control, approvals, and auditability across assets.
Core Capabilities of the Marketing Operations Suite
SmartSuite connects all aspects of marketing operations — from planning and content creation to campaign execution and analytics — in one flexible, no-code platform.
Orchestrate marketing operations with speed, consistency, and compliance.
Centralize campaign planning, content production, reviews, approvals, and calendars in one connected workspace. SmartSuite links marketing work to owners, assets, and compliance checks—providing real-time visibility, faster launches, and confident execution across channels and teams.
Plan and Execute Campaigns with Clarity
Manage every campaign from concept to reporting in one shared workspace. SmartSuite connects marketing and sales to keep activities aligned with business goals.
Highlights:
- Unified campaign planning and calendars
- Linked assets, channels, and stakeholders
- Cross-team visibility into milestones and status
Collaborate on Content Production
Coordinate creative teams, copywriters, and designers with structured workflows for planning, approvals, and publishing.
Highlights:
- Role-based task assignments and review cycles
- Integrated asset libraries with version control
- Approval workflows and automated notifications
Automate Marketing Processes
Save time and reduce manual effort with automation across approvals, campaign handoffs, and reporting.
Highlights:
- Automated campaign kickoffs and alerts
- Workflow triggers for asset delivery and reviews
- Integrations with email, Slack, and project tools
Track Performance and ROI
Gain complete visibility into campaign effectiveness with real-time analytics and dashboards.
Highlights:
- Customizable marketing dashboards
- ROI and conversion tracking across campaigns
- Attribution insights by channel and audience
Align Marketing with Business Goals
Connect marketing performance directly to sales and company objectives. SmartSuite’s connected data model bridges teams and delivers a complete view of marketing impact.
Highlights:
- Linked KPIs across sales and marketing pipelines
- Shared data models for revenue attribution
- Executive dashboards for leadership insights
Built For Modern Marketing Operations Teams
SmartSuite brings enterprise-grade marketing operations with consumer-grade usability. Choose the rollout path that fits your team today—and expand as campaigns, channels, and compliance requirements grow.
Adopt a Single Capability
Begin with Campaign Planning, Content Production, or Review & Approval Workflows—prove value fast and expand from there.
Roll Out a Full Category
Enable marketing operations end-to-end—connecting planning, execution, reviews, approvals, calendars, and performance tracking in one coordinated system.
Deploy the Entire Higher Education Operations Suite
Standardize marketing execution with shared workflows, version control, and real-time dashboards—delivering faster launches, reduced risk, and consistent brand governance across the organization.
See How SmartSuite Unifies Campaigns, Content, and Analytics
Experience how SmartSuite connects marketing teams, workflows, and data in one place — helping you plan smarter, execute faster, and measure results with confidence.
The Connected Value of SmartSuite Marketing Operations
Quantifiable improvements achieved when organizations unify campaign planning, content workflows, approvals, and performance reporting in SmartSuite.
Source: Gartner Marketing Operations Benchmark, 2023 — integrated campaign management platforms accelerated time-to-launch by 25–30%.
Faster Campaign Execution Cycles
Centralized planning, automated approvals, and shared calendars reduce delays between ideation, launch, and execution across teams.
Source: Forrester Marketing Workflow Automation Study, 2023 — workflow automation reduced manual coordination effort by 25–35%.
Reduction in Manual Coordination & Rework
Automated routing, version control, and standardized intake eliminate email-driven coordination and repeated revisions across Marketing, Legal, and Creative.
Source: McKinsey Marketing Analytics Impact Report, 2022 — organizations with unified performance visibility improved campaign effectiveness by ~25–30%.
Improved Campaign Performance Visibility
Real-time dashboards unify spend, engagement, conversion, and pipeline impact — enabling faster optimization and better ROI decisions.
Source: BCG Go-To-Market Productivity Study, 2023 — connected GTM platforms increased cross-team efficiency by 30–35%.
Stronger Cross-Functional Alignment
Shared records, approval histories, and contextual communication improve collaboration between Marketing, Sales, RevOps, and Compliance teams.
Key Benefits of the Marketing Operations Solution Suite
Marketing teams need connected workflows, performance visibility, and seamless collaboration across campaigns, assets, and channels. SmartSuite unifies marketing operations into one platform—helping teams move faster, stay aligned, and demonstrate measurable impact.
Strategic Planning, Visibility & Performance Insights
Centralize campaign briefs, messaging, timelines, assets, and KPIs in one workspace.
Track email, paid media, social, events, and web initiatives consistently.
Monitor spend, engagement, conversions, pipeline contribution, and ROI live.
Plan and visualize content across teams, channels, and regions.
Give Sales and Leadership insight into MQL quality, lead flow, and impact.
Connect lead and customer data to campaigns for smarter targeting.
Execution Efficiency, Workflow Automation & Collaboration
Trigger tasks, approvals, reminders, and asset reviews automatically.
Centralize feedback, attachments, and discussions around creative work.
Store and manage creative files with controlled versions and history.
Ensure consistent requests, requirements, and execution workflows.
Align teams using structured launch checklists and automated handoffs.
Use AI Assist to draft copy, summarize analytics, and generate insights.
Governance, Brand Consistency & Measurable Impact
Ensure content meets brand, legal, and compliance standards.
Protect data and workflows with role-based access and audit trails.
Support teams across regions and business units with flexible workflows.
Track campaigns from planning through execution to results.
Reuse proven frameworks for emails, events, launches, and paid media.
Use insights and retrospectives to refine strategy and performance.
Drive Alignment, Speed, and Measurable Marketing Impact
Break down silos between marketing, sales, and creative teams.
SmartSuite helps you collaborate in real time, automate approvals, and track performance across every campaign and channel.
How the SmartSuite Platform Powers Marketing Operations
SmartSuite connects marketing planning, campaign execution, and performance reporting in one flexible platform. From automation and analytics to AI-assisted content and approvals, it empowers marketing teams to move faster and prove impact.
Build and adapt campaign, content, and reporting workflows instantly without relying on IT.
A Marketing Ops Manager creates a “Campaign Brief” workflow with fields for objectives, target audience, and KPIs — fully customized in minutes.
Automate campaign kickoffs, content approvals, and performance reporting.
When a campaign is approved, SmartSuite automatically assigns creative tasks, notifies stakeholders, and schedules key dates.
Generate content summaries, draft copy, and campaign reports automatically.
AI Assist summarizes weekly campaign performance and drafts optimization recommendations for the team.
Connect campaigns, content assets, budgets, and performance data for full traceability.
A Campaign record automatically links to related ads, landing pages, and leads generated from CRM.
Visualize KPIs across channels, measure ROI, and identify trends in real time.
CMOs monitor ROI, cost per lead, and campaign status in an executive dashboard updated daily.
Sync SmartSuite with marketing and analytics tools like HubSpot, Google Analytics, and LinkedIn Ads.
Automatically pull lead data from HubSpot or engagement metrics from LinkedIn for consolidated reporting.
Connect Campaign Planning and Execution
SmartSuite centralizes marketing planning and execution by linking every campaign, task, and asset in one platform. Teams gain complete visibility into timelines, dependencies, and performance while ensuring cross-functional alignment across marketing, sales, and creative teams.
Automate Marketing Workflows and Approvals
SmartSuite’s automation engine replaces manual coordination with automated triggers that route tasks, approvals, and notifications. This keeps campaigns on schedule and ensures visibility at every stage of the process.
Measure and Optimize Campaign Performance
SmartSuite dashboards consolidate performance data from multiple tools into a single view. Marketing leaders can measure ROI, track lead conversions, and optimize budgets based on real-time performance insights.
AI Assist and Automation Drive Marketing Agility
AI Assist accelerates reporting and content generation, while automation keeps work moving. Together, they enable marketing teams to focus on strategy and creativity instead of coordination.
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 Every Marketing Workflow
From content planning and campaign automation to performance reporting, SmartSuite gives marketing teams a connected platform to manage the entire lifecycle of their work — with complete visibility from strategy to ROI.
Role-Based Capabilities for Higher Education Teams
SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.
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.
Executive Leadership
VP / Head of Marketing
Owns operational execution of the marketing plan across teams and channels, accountable for delivery, performance, and team throughput.
- Benefit Statement:
SmartSuite helps marketing leaders run execution with discipline — ensuring campaigns ship on time, spend is controlled, and performance is visible.
- Benefit Source:
Campaign calendars, workflow dashboards, approval tracking, and spend visibility.
Execution Governance
Monitors campaign readiness, dependencies, and cross-team delivery timelines.
Performance Management
Reviews channel performance and adjusts priorities to hit targets.
Operational Leadership
Identifies bottlenecks and drives process improvements across teams.
Marketing Operations & Strategy
Director / Manager of Marketing Operations
Owns marketing’s operating model — processes, systems, data hygiene, automation, and reporting standards across the marketing org.
- Benefit Statement:
SmartSuite gives Marketing Ops a unified system to standardize workflows and reporting — reducing tool sprawl and increasing execution consistency.
- Benefit Source:
Workflow automation, data models, dashboards, and governance controls.
Process Standardization
Builds repeatable workflows for intake, approvals, and campaign operations.
Data & Reporting Governance
Maintains consistent definitions, fields, and dashboards for measurement.
Automation Enablement
Automates routing, status updates, SLAs, and cross-team handoffs.
Marketing Operations & Strategy
Campaign Manager / Demand Generation Lead
Owns campaign execution and pipeline impact across channels, including planning, launch readiness, and optimization.
- Benefit Statement:
SmartSuite keeps demand programs on schedule with clear ownership, approvals, and performance visibility.
- Benefit Source:
Campaign workflows, task tracking, approvals, and dashboards.
Campaign Delivery
Manages timelines, assets, and dependencies from brief to launch.
Cross-Team Coordination
Aligns creative, web, ops, and stakeholders through shared workflows.
Optimization Actions
Uses performance signals to adjust targeting, spend, and sequencing.
Creative & Content Teams
Content Marketing Manager
Owns content strategy, editorial planning, and program execution to support awareness, demand, and customer lifecycle needs.
- Benefit Statement:
SmartSuite connects content planning, production, approvals, and publishing — improving throughput and reducing rework.
- Benefit Source:
Editorial calendars, briefs, approval workflows, and asset linking.
Editorial Planning
Manages calendar, themes, briefs, and deadlines.
Workflow Orchestration
Routes content through review, approval, and publishing steps.
Content Performance
Links content assets to engagement and campaign outcomes.
Creative & Content Teams
Copywriter / Communications Specialist
Produces copy for campaigns, landing pages, emails, announcements, and enablement assets with consistent messaging.
- Benefit Statement:
SmartSuite gives writers clear requirements, feedback structure, and version control for faster review cycles.
- Benefit Source:
Templates, reviewer workflows, comments, and version history.
Draft Production
Writes copy tied to briefs with clear deliverables and deadlines.
Review Cycles
Iterates with stakeholders through structured feedback and approvals.
Asset Management
Maintains approved messaging and reusable copy blocks.
Creative & Content Teams
Design Lead / Creative Director
Owns creative production and design quality across campaigns, ensuring assets are delivered on time and meet brand standards.
- Benefit Statement:
SmartSuite provides structured creative workflows and visibility into workload, feedback, and delivery timelines — reducing rework and last-minute rush.
- Benefit Source:
Request intake, asset workflows, collaboration threads, timelines, and dashboards.
Creative Production
Manages design requests, priorities, and delivery schedules across campaigns.
Feedback & Iteration
Tracks comments, revisions, and approvals in one place with full history.
Capacity Visibility
Monitors workload and utilization to balance creative team throughput.
Analytics & Marketing Technology
Marketing Analyst / Insights Lead
Owns performance measurement, reporting, and insight generation across channels and campaigns.
- Benefit Statement:
SmartSuite consolidates campaign and funnel data into a consistent reporting layer for faster insights and better decisions.
- Benefit Source:
Dashboards, KPI scorecards, analytics views, and linked campaign records.
Measurement Frameworks
Defines KPIs, attribution logic, and reporting standards.
Performance Reporting
Builds dashboards for ROI, conversion, and channel effectiveness.
Insight & Recommendations
Identifies trends and prescribes actions to improve outcomes.
Analytics & Marketing Technology
Marketing Technologist / Automation Specialist
Owns marketing tech stack configuration and integrations, ensuring systems sync and automation runs reliably.
- Benefit Statement:
SmartSuite provides a workflow layer that connects tools and operationalizes execution — improving data flow and reducing manual work.
- Benefit Source:
Integrations, automation triggers, data validation, and sync monitoring.
System Integration
Connects SmartSuite with CRM/MAP tools for unified GTM workflows.
Automation Reliability
Builds and maintains triggers for launches, routing, and lifecycle updates.
Data Hygiene Controls
Monitors sync health and resolves data quality issues across systems.
Extended Roles
Sales Development Manager / RevOps Partner
Owns cross-functional funnel governance, ensuring lead handoffs, attribution, and pipeline reporting are consistent and actionable.
- Benefit Statement:
SmartSuite creates shared visibility between Sales and Marketing — reducing lead leakage and improving conversion accountability.
- Benefit Source:
Connected lead/opportunity records, shared dashboards, handoff workflows, and reporting.
Handoff Governance
Tracks MQL→SQL progression and identifies conversion bottlenecks.
Attribution & Pipeline Reporting
Links campaigns to opportunities for accurate pipeline contribution reporting.
Funnel Optimization
Coordinates workflow and SLA changes to improve velocity and quality.
Built for Every Role in Higher Education
Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.
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 Institutions of All Sizes
SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.
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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 Help You Improve Campus Operations
Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.