Align Revenue Teams with Real-Time Visibility and Control
SmartSuite Revenue Operations connects Sales, Marketing, and Customer Success into one system — giving leadership real-time visibility into pipeline, forecasting, and lifecycle performance. Replace disconnected tools with structured workflows that improve alignment, forecasting accuracy, and revenue predictability.
One Platform for Revenue Alignment
SmartSuite Revenue Operations connects pipeline execution, forecasting, and lifecycle tracking into one system — enabling consistent execution and real-time visibility across the entire revenue engine.
Pipeline & Forecast Management
Track pipeline coverage, deal progression, and forecast accuracy in real time.
Customer Lifecycle Management
Connect leads, opportunities, renewals, and expansion workflows across the lifecycle.
GTM Workflow Automation
Standardize handoffs, routing, and execution across Sales, Marketing, and CS.
Revenue Dashboards & Analytics
Monitor performance, conversion, and lifecycle trends across the funnel.
Core Capabilities of the Revenue Operations Suite
SmartSuite provides a connected set of capabilities to manage pipeline, forecasting, lifecycle execution, and revenue performance across the organization.
Align revenue execution with visibility, structure, and confidence.
Centralize pipeline, lifecycle, forecasting, and execution workflows in one connected workspace. SmartSuite links data across Sales, Marketing, and Customer Success—providing real-time visibility, improving forecast accuracy, and enabling consistent revenue execution across the entire lifecycle.
Connect Pipeline and Lifecycle Data
Unify pipeline and customer lifecycle data in one system.
Highlights:
- End-to-end lifecycle tracking
- Linked records across stages
- Real-time pipeline visibility
Improve Forecasting Accuracy and Confidence
Replace manual forecasting with real-time data.
Highlights:
- Pipeline coverage dashboards
- Deal progression tracking
- Forecast rollups
Standardize GTM Execution and Handoffs
Ensure consistent execution across teams.
Highlights:
- Automated handoffs
- Lifecycle workflows
- Cross-team coordination
Monitor Revenue Performance in Real Time
Gain continuous visibility into performance.
Highlights:
- Conversion tracking
- Funnel analytics
- KPI dashboards
Align Teams Across the Revenue Engine
Break down silos between Sales, Marketing, and CS.
Highlights:
- Shared data model
- Unified workflows
- Real-time reporting
Built for Modern Revenue Teams
SmartSuite delivers enterprise-grade revenue operations with the flexibility to scale from early-stage pipeline tracking to full lifecycle orchestration.
Adopt Pipeline or Forecast Management
Start with pipeline tracking or forecasting visibility and expand into full lifecycle management.
Connect Sales, Marketing, and Customer Success
Standardize lifecycle workflows and improve cross-team coordination.
Deploy the Full Revenue Operations Suite
Align pipeline, forecasting, lifecycle, and reporting in one system for predictable growth.
See How SmartSuite Aligns Revenue Execution
Connect pipeline, forecasting, and lifecycle workflows in one platform — and gain real-time visibility across your entire revenue engine.
The Connected Value of SmartSuite Revenue Operations
Revenue teams often operate across siloed systems and inconsistent processes, leading to unreliable forecasting and misaligned execution.
SmartSuite connects pipeline, lifecycle, and reporting into one unified platform.
Source: Gartner Revenue Engine Optimization Report, 2023 — organizations using integrated GTM platforms accelerated lead-to-opportunity conversion by 25–32%.
Improved Forecast Accuracy
Real-time pipeline and lifecycle data reduce reliance on manual reporting.
Source: Forrester Go-To-Market Operations Study, 2023 — revenue teams with connected GTM systems reduced manual coordination effort by 25–30%.
Faster Lead-to-Revenue Conversion
Structured handoffs and lifecycle workflows improve speed and consistency.
Source: McKinsey Revenue Intelligence Benchmark, 2022 — unified GTM visibility improved forecast accuracy and campaign performance insight by ~30%.
Reduction in Revenue Leakage
Improved visibility and coordination reduce missed opportunities and stalled deals.
Source: BCG Revenue Operations Efficiency Study, 2023 — organizations with connected GTM operations improved cross-team alignment by 30–35%.
Increased GTM Alignment
Shared data and workflows align Sales, Marketing, and Customer Success.
Key Benefits of the Revenue Operations Suite
Pipeline Visibility, Lifecycle Insight & Forecasting Confidence
Centralize pipeline, lifecycle, and account data across teams.
Track pipeline coverage, deal progression, and renewal timing live.
Connect leads, opportunities, customers, and renewals.
Align Sales, Marketing, and Customer Success in one system.
Ensure accountability across every stage of the lifecycle.
Provide leadership with accurate, real-time revenue reporting.
Execution Efficiency, Automation & GTM Coordination
Standardize lead routing, opportunity progression, and renewals.
Ensure seamless transitions between Marketing, Sales, and CS.
Reduce manual coordination and delays.
Track tasks, follow-ups, and deal activity across the funnel.
Generate summaries and identify pipeline risks.
Eliminate spreadsheet-based forecasting and tracking.
Governance, Alignment & Scalable Revenue Growth
Standardize pipeline stages, lifecycle definitions, and reporting.
Maintain full traceability across pipeline and lifecycle actions.
Improve consistency and confidence in revenue projections.
Connect Finance, Sales, Marketing, and CS.
Support growth across regions, teams, and segments.
Adjust lifecycle models, workflows, and dashboards without engineering.
Eliminate Revenue Friction with Connected Workflows
SmartSuite replaces disconnected systems and manual reporting with structured workflows that improve forecasting accuracy, lifecycle visibility, and cross-team alignment.
How the SmartSuite Platform Powers Revenue Operations
SmartSuite connects pipeline, lifecycle, forecasting, and reporting into one system — enabling aligned execution and predictable growth.
Customize lifecycle stages, workflows, and dashboards.
A RevOps team updates lifecycle stages to reflect a new enterprise sales model.
Automate routing, handoffs, and lifecycle transitions.
When a lead converts to an opportunity, SmartSuite assigns ownership and updates lifecycle status automatically.
Generate summaries and forecast insights instantly.
AI Assist highlights at-risk deals and pipeline gaps before forecast calls.
Connect leads → opportunities → customers → renewals → expansions.
A renewal record links to original deal history, activity, and engagement data.
Monitor pipeline, forecasting, and lifecycle performance.
Leaders view dashboards showing pipeline coverage, conversion rates, and churn risk.
Control access to sensitive revenue data.
Sales, Finance, and executives see role-specific views of pipeline and forecast data.
Connect Pipeline and Lifecycle Data
SmartSuite unifies pipeline and lifecycle workflows across Sales, Marketing, and Customer Success, providing a complete view of the customer journey.
Automate Revenue Workflows and Handoffs
SmartSuite automates lifecycle transitions and handoffs across teams, ensuring that leads, deals, and customers move seamlessly through the funnel.
Improve Forecasting and Revenue Visibility
SmartSuite provides real-time dashboards that connect pipeline data to revenue outcomes, enabling more accurate forecasting and better decision-making.
AI Assist and Automation Drive Revenue Alignment
AI Assist provides forecasting insights and summaries, while automation ensures consistent execution across lifecycle workflows, improving alignment and predictability.
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 Your Revenue Engine
SmartSuite brings pipeline, lifecycle, forecasting, and reporting together in one governed system — enabling consistent execution and predictable growth.
Role-Based Capabilities for Go-To-Market Operations
SmartSuite empowers revenue teams — Sales, Marketing, RevOps, and cross-functional partners — with connected workflows that unify pipeline execution, campaign operations, approvals, and launch planning from lead to close.
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 Financial Officer (CFO)
Oversees financial strategy, performance, and risk across the organization.
- Benefit Statement:
SmartSuite gives CFOs unified financial visibility across budgets, spend, forecasts, and approvals — enabling faster, more confident decisions.
- Benefit Source:
Dashboards, analytics, linked workflows, and audit-ready reporting.
Financial Oversight
Reviews real-time views of budgets, spend, forecasts, and financial risks across the business.
Budget Alignment
Ensures financial plans align with strategic initiatives, departmental needs, and operational priorities.
Reporting
Produces executive and board-level summaries with consistent, up-to-date financial data.
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.
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.
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.
Marketing Operations & Strategy
Marketing Operations Manager
Manages marketing systems, data, and campaign performance.
- Benefit Statement:
SmartSuite connects campaign activity to pipeline outcomes.
- Benefit Source:
Dashboards, workflows, reporting.
Campaign Tracking
Links campaigns to pipeline.
Lead Management
Tracks lead flow and conversion.
Reporting
Builds marketing performance dashboards.
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.
Legal, Finance & Governance Roles
Finance Partner
Supports revenue forecasting and financial alignment.
- Benefit Statement:
SmartSuite connects pipeline to financial reporting.
- Benefit Source:
Dashboards, reporting, workflows.
Forecast Alignment
Reviews pipeline vs revenue.
Financial Reporting
Tracks revenue metrics.
Approval Support
Validates deal financials.
Revenue Operations & Leadership
Revenue Operations (RevOps) Manager
Optimizes processes and reporting across Sales, CS, and Partnerships.
- Benefit Statement:
SmartSuite provides unified lifecycle data for accurate forecasting, process standardization, and KPI reporting.
- Benefit Source:
Dashboards, workflow automation, and linked lifecycle records.
Reporting:
Builds dashboards for NRR, churn risk, partner influence, and CS efficiency.
Workflow Governance:
Standardizes lifecycle processes and handoffs.
Forecasting:
Improves renewal and expansion predictability.
Built for Every Role in Revenue Operations
From CROs and RevOps leaders to Sales, Marketing, and Customer Success teams, SmartSuite provides the visibility and structure needed to manage revenue with confidence.
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
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- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
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- Min 10 Billable Users
- Unlimited Solutions
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- SCIM User Provisioning
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- 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
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- SOC 2 Compliance
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- 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 Modern Revenue Teams
SmartSuite offers both per-user and solution-based pricing to support your revenue model — from focused use cases to full lifecycle orchestration.
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Resources to Improve Revenue Visibility and Execution
Explore guides, demos, and customer stories that show how organizations unify pipeline, forecasting, and lifecycle workflows with SmartSuite.