Align Revenue Teams with Real-Time Visibility and Control
SmartSuite Revenue Operations connects Sales, Marketing, and Customer Success into one system — giving leadership live 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 live 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.
Revenue Operations Products
Core Capabilities of the Revenue Operations Suite
SmartSuite provides a 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 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.
Track pipeline coverage, deal progression, and forecast accuracy with real-time visibility into revenue performance.
Manage the full lifecycle from lead to customer to renewal and expansion with structured workflows and ownership.
Automate lead assignment and track conversion across stages to improve funnel efficiency and accountability.
Manage deals with consistent stages, ownership, and execution workflows tied to forecasting and reporting.
Manage renewals, upsells, and expansion opportunities with clear ownership, timelines, and forecasting visibility.
Provide real-time dashboards showing pipeline health, conversion rates, churn risk, and revenue trends.
Automate assignments, reminders, approvals, and handoffs to reduce manual coordination and keep execution moving.
Standardize data models, definitions, and reporting to ensure accuracy, consistency, and audit-ready revenue visibility.
Connect Pipeline and Lifecycle Data
Unify pipeline and customer lifecycle data in one system.
Highlights:
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End-to-end lifecycle tracking
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Linked records across stages
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Live pipeline visibility
Improve Forecasting Accuracy and Confidence
Replace manual forecasting with live data.
Highlights:
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Pipeline coverage dashboards
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Deal progression tracking
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Forecast rollups
Standardize GTM Execution and Handoffs
Ensure consistent execution across teams.
Highlights:
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Automated handoffs
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Lifecycle workflows
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Cross-team coordination
Monitor Revenue Performance in Real Time
Gain continuous visibility into performance.
Highlights:
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Conversion tracking
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Funnel analytics
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KPI dashboards
Align Teams Across the Revenue Engine
Break down silos between Sales, Marketing, and CS.
Highlights:
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Shared data model
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Unified workflows
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Live 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.
Explore Further
Discover best practices and insights into modern CRM strategies, automation, and sales execution with SmartSuite.
Frequently Asked Questions
Answers to common questions about how SmartSuite improves Sales, Marketing, and GTM performance across the entire revenue lifecycle.
Sales Operations is primarily focused on the execution of the sales process — including CRM, quoting, proposals, territories, and pipeline hygiene. Revenue Operations operates at a broader level, connecting Sales, Marketing, Customer Success, and Finance around a shared revenue model.
SmartSuite Revenue Operations is designed to unify pipeline, forecasting, lifecycle stages, handoffs, and revenue reporting across the full customer journey. It helps organizations move beyond functional silos by creating one connected system for how revenue is generated, progressed, retained, and expanded.
SmartSuite can either complement an existing CRM or serve as the operational system of record, depending on how your organization is structured. Some teams use SmartSuite alongside Salesforce or HubSpot to manage forecasting, approvals, lifecycle workflows, and revenue reporting. Others use SmartSuite as a more unified platform that combines CRM-style account and opportunity management with broader operational workflows.
The key advantage is that SmartSuite is not limited to contact and opportunity tracking. It connects CRM data to handoffs, lifecycle transitions, renewals, expansion, approvals, and reporting — giving Revenue Operations teams more control over execution and visibility than a standalone CRM typically provides.
SmartSuite improves forecasting by connecting forecast views directly to live pipeline and lifecycle data instead of relying on manually assembled spreadsheets or static reports. Because opportunities, renewal workflows, handoffs, and account activity all live in the same system, leaders can evaluate forecasts using current execution data rather than outdated summaries.
Revenue teams can monitor coverage, deal stage progression, close timing, renewal risk, and expansion opportunities in real time. This gives leadership more confidence in forecast assumptions and helps identify pipeline gaps or risks earlier in the cycle.
Yes. SmartSuite Revenue Operations is designed to support the full journey from lead to opportunity, customer onboarding, renewal, and expansion. It connects each phase of the lifecycle in one shared data model so handoffs are visible, status is consistent, and every team is working from the same account context.
This is especially valuable for organizations that want to reduce friction between Marketing, Sales, and Customer Success. Instead of each team maintaining its own disconnected view of the customer, SmartSuite creates continuity across the entire lifecycle.
Most revenue organizations struggle with misalignment because each team works in different systems, uses different lifecycle definitions, and reports on different numbers. SmartSuite solves this by connecting the workflows and data structures used by Sales, Marketing, Customer Success, and Finance.
Leads, opportunities, renewals, expansion signals, and revenue reporting can all be managed in one connected environment. That means handoffs are clearer, reporting is more consistent, and teams can collaborate around shared visibility instead of reconciling conflicting information.
See How SmartSuite Aligns Revenue Execution
Connect pipeline, forecasting, and lifecycle workflows in one platform — and gain live visibility across your entire revenue engine.
What the research shows
Independent research on what disconnected revenue operations costs teams today, and what changes when the work lives in one system.
Source: Xactly, 2024 Sales Forecasting Benchmark Report (2024): 4 in 5 of 405 North American sales and finance leaders surveyed said they missed a quarterly sales forecast in the past year (https://www.xactlycorp.com/company/press-room/new-forecasting-research-uncovers-need-collaboration).
Sales and finance leaders missing a quarterly forecast in the past year
Pipeline and lifecycle data in one workspace gives each forecast call a shared starting point.
Source: Zapier, "92% of sales teams drop qualified leads every month" survey report (2026): 37% of 404 US B2B sales and marketing managers said leads get stuck between marketing tools and the CRM or between marketing and sales teams (https://zapier.com/blog/dropped-leads-survey/).
Managers who say leads get stuck between marketing, sales, or the CRM
Lifecycle workflows hand each lead from marketing to sales to customer success with clear owners and timing.
Source: Matthew Dixon and Ted McKenna, Harvard Business Review, "Stop Losing Sales to Customer Indecision" (2022): across more than 2.5 million recorded sales conversations, 40% to 60% of deals were lost to customers who intended to buy but failed to act (https://hbr.org/2022/06/stop-losing-sales-to-customer-indecision).
Of deals lost to buyers who intend to buy but stall
Shared visibility and coordination across revenue teams surface stalled deals and missed follow-ups sooner.
Source: Salesforce, State of Sales research (news release, 8 Dec 2022): 82% of reps say alignment with other sellers is at least somewhat challenging (https://www.salesforce.com/news/stories/sales-research-2023/).
Reps who find alignment with other sellers at least somewhat challenging
Shared data and workflows give Sales, Marketing, and Customer Success one view of each account.
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, live revenue reporting.
Execution Efficiency, Automation & GTM Coordination
Standardize lead routing, opportunity progression, and renewals.
Ensure clear handoffs between Marketing, Sales, and CS.
Reduce manual coordination and delays.
Track tasks, follow-ups, and deal activity across the funnel.
Generate summaries of pipeline and renewal activity.
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 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 of pipeline, renewals, and account activity.
The AI Assistant summarizes open opportunities and recent pipeline changes 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 through the funnel.
Improve Forecasting and Revenue Visibility
SmartSuite provides live dashboards that connect pipeline data to revenue outcomes, enabling more accurate forecasting and better decision-making.
AI Assistant and Automation Drive Revenue Alignment
The AI Assistant drafts pipeline and account summaries, while automation keeps execution consistent across lifecycle 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.
Platform
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.
Work Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works 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.
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.
How they use the suite
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.
Chief Financial Officer
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.
How they use the Finance Operations suite
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.
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.
How they use the Revenue Operations suite
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.
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.
How they use the Revenue Operations suite
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.
Finance Partner
Supports revenue forecasting and financial alignment.
- Benefit Statement:
SmartSuite connects pipeline to financial reporting.
- Benefit Source:
Dashboards, reporting, workflows.
How they use the Revenue Operations suite
Forecast alignment
Reviews the pipeline against the revenue forecast and flags gaps before the quarter closes.
Financial reporting
Tracks bookings, revenue and margin metrics in dashboards shared with sales leadership.
Approval support
Validates deal financials, discounts and payment terms before approvals are granted.
Marketing Operations Manager
Manages marketing systems, data, and campaign performance.
- Benefit Statement:
SmartSuite connects campaign activity to pipeline outcomes.
- Benefit Source:
Dashboards, workflows, reporting.
How they use the Revenue Operations suite
Campaign tracking
Links every campaign to the pipeline it creates, so marketing spend is tied to revenue outcomes.
Lead management
Tracks lead flow and conversion.
Reporting
Builds marketing performance dashboards.
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.
How they use the Revenue Operations suite
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.
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.
How they use the Revenue Operations suite
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.
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.
How they use the Revenue Operations suite
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.
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 the Signature plan (per-solution pricing).
User-Based Pricing: Simplify Access Across Every Team
Our Team, Professional, 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.
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One per-user license for all SmartSuite solutions.
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Ideal for organizations connecting workflows across departments.
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Scalable across teams and business functions.
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Available in Team, Professional, and Enterprise plan tiers.
unified access.
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SmartSuite AI
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Min 3 Billable Users
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Unlimited Solutions
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5,000 Records per Solution
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50GB of File Storage
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30 Days Recycle Bin
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SmartSuite AI
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Min 5 Billable Users
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Unlimited Solutions
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100,000 Records per Solution
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100GB of File Storage
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45 Days Recycle Bin
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Folders
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Gmail and Outlook Integrations
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Advanced Permissions
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SmartSuite AI
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Min 10 Billable Users
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Unlimited Solutions
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400,000 Records per Solution
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500GB of File Storage
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60 Days Recycle Bin
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SSO
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SCIM User Provisioning
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SCIM-Synced User Groups
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Audit Logs
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IP Address Restrictions
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Data Loss Prevention (DLP)
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European Data Residency
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Premium Support
Signature Plan: Per-Solution Pricing for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers the Signature plan (per-solution pricing). This plan allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
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Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
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Audit Management
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Issues Management
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Operational Resilience
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Business Impact Analysis (BIA)
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Incident Management
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Crisis Management
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Enterprise Risk Management
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Third-Party Risk
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Vendor Portal
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Cyber Threat Management
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RCSA (Risk & Control Self-Assessment)
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Issues Management
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Business Structure
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Contract Management
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Policy Management
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Regulatory Change Management
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SOC 2 Compliance
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CRI Profile Compliance
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Control Framework & Regulatory Libraries
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Compliance Assessments & Testing
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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 has three per-seat plans and one per-solution plan. Team ($15 per seat per month billed annually, minimum 3 users) and Professional ($32 per seat per month billed annually, minimum 5) are self-serve. Enterprise is custom priced and adds SSO, SCIM, audit logs, data residency and a Customer Success Manager. Signature licenses specific solutions, such as GRC or ITSM, for large user populations and is priced per solution.
Signature is priced per solution rather than per user, so an organization can roll a solution out to hundreds or thousands of people without per-seat cost. It pairs the Enterprise platform with governance and support arrangements agreed for your deployment. Terms, minimums and support levels are set in your contract.
Yes, by plan. Team includes 5,000 records per Solution, 50 GB of attachment storage per Solution and 25,000 automation runs and API calls per month. Professional includes 100,000 records, 100 GB and 100,000 runs and calls. Enterprise includes 400,000 records, 500 GB and 500,000 runs and calls. Solutions are unlimited on every plan, and reaching a limit never stops your Solutions from working.
Every plan includes the Help Center, real-time chat, onboarding guides, daily office hours, live monthly training and certifications, bi-weekly getting-started workshops, SmartSuite Academy and the user community. Enterprise adds a named Customer Success Manager and Professional Services, and Premium Support is available as an Enterprise add-on.
Yes. Enterprise is custom priced, with payment by invoice available for plans that meet a minimum fee, and Signature prices a whole solution rather than each user. Both are shaped around your user population, security review and support requirements.
Contact sales or schedule a demo. A member of the team will walk through your requirements and put together an Enterprise or Signature proposal.
Flexible Pricing for Modern Revenue Teams
SmartSuite offers per-user plans and the Signature plan (per-solution pricing) to support your revenue model, from focused use cases to full lifecycle orchestration.
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.
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.