Sales Operations

Run Sales Execution with Structure, Visibility, and Control

SmartSuite Sales Operations connects CRM, quoting, proposals, and account planning in one unified platform. Sales teams gain real-time visibility into pipeline execution, deal progression, and customer engagement — while eliminating manual coordination and disconnected tools.

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Overview
Benefits
Platform
Users
Pricing
Resources

One Platform for Sales Execution

SmartSuite Sales Operations connects CRM, quoting, proposals, and account management into a single system that ensures consistent execution and full visibility across the sales lifecycle.

Sales CRM

Manage accounts, contacts, and opportunities in a structured system that provides full visibility into pipeline progression and deal ownership.

Quote Management

Standardize pricing, approvals, and quote generation with workflows that ensure accuracy, consistency, and governance.

Proposal Management

Create, review, and approve proposals using structured templates and workflows with full version control and audit history.

Territory & Account Management

Organize accounts by territory, segment, or ownership model to ensure coverage, accountability, and strategic alignment.

Business Operations

Sales Operations Products

Quote Management

Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.

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Proposal Management

Create, manage, and deliver professional proposals with structured workflows and real-time visibility.

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Sales CRM

Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.

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Territory & Account Assignment

Define territories and assign accounts with automated routing and real-time visibility across sales teams.

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Core Capabilities of the Sales Operations Suite

SmartSuite provides the essential GTM building blocks to unify Sales, Marketing, and RevOps operations.

Simplify sales execution across pipeline, pricing, and proposals with confidence.

Centralize accounts, opportunities, quotes, proposals, and approvals in one connected workspace. SmartSuite links deal activity to pricing, approvals, and customer context—providing real-time visibility, reducing manual coordination, and ensuring consistent execution across every stage of the sales lifecycle.

Sales CRM & Pipeline Management

Track accounts, contacts, opportunities, and activities with stage workflows, forecasting, and reporting.

Quote Management

Generate and manage quotes with pricing controls, approval workflows, and audit-ready documentation.

Proposal Management

Create, track, and approve proposals using standardized templates and version-controlled workflows.

Territory & Account Management

Define territories, assign accounts, and manage ownership to ensure balanced coverage and accountability.

Deal Workflow Automation

Automate stage progression, approvals, follow-ups, and task assignments to reduce manual coordination.

Approval & Discount Management

Route pricing exceptions, discounts, and deal approvals through structured governance workflows.

Sales Dashboards & Reporting

Provide real-time insight into pipeline health, conversion rates, deal velocity, and forecast performance.

Activity & Task Management

Track meetings, follow-ups, and deal-related activities to ensure consistent execution and accountability.

Manage Accounts and Opportunities in One System

Centralize account, contact, and opportunity data for full pipeline visibility.

Highlights:

  • Unified account and opportunity records
  • Real-time pipeline visibility
  • Structured deal stages
Sales opportunities grouped by stage with account, owner, estimated value and expected close date
Sales resource dashboard counting quote resources, use cases, proposal templates and ready contracts

Standardize Quotes and Proposals

Ensure consistency and accuracy in pricing and deal documentation.

Highlights:

  • Quote generation workflows
  • Proposal templates and approvals
  • Version control and audit tracking

Streamline Deal Execution and Approvals

Automate deal progression and remove bottlenecks.

Highlights:

  • Automated approval routing
  • Task assignments and reminders
  • Escalation workflows
Deal progression kanban of sales activities by stage with activity owner and opportunity
Sales executive dashboard with open opportunities by stage, revenue forecast and ACV by quarter

Gain Real-Time Pipeline and Performance Insight

Replace manual reporting with live dashboards.

Highlights:

  • Pipeline dashboards
  • Conversion tracking
  • Forecast visibility

Align Sales with Finance and Operations

Ensure deals are consistent with pricing, contracts, and processes.

Highlights:

  • Cross-functional workflows
  • Shared data model
  • Approval governance
Business roadmap of initiatives grouped by goal with department, planned timeline and owner

Built For Modern Sales Operations Teams

SmartSuite brings enterprise-grade sales execution with consumer-grade usability. Choose the rollout path that fits your sales motion today—and expand as deal volume, complexity, and governance requirements grow.

START FOCUSED

Adopt a Core Sales Capability

Begin with Sales CRM, Quote Management, or Proposal Workflows—standardize execution, improve visibility, and eliminate manual coordination across deals.

SCALE WITH CONTROL

Roll Out End-to-End Sales Operations

Connect accounts, opportunities, quotes, proposals, approvals, and territory planning in one system—ensuring consistent execution and clear ownership across the sales lifecycle.

UNIFY EXECUTION

Deploy the Full Sales Operations Suite

Standardize deal workflows with shared data, automated approvals, and real-time dashboards—enabling faster deal cycles, better forecasting visibility, and disciplined execution across sales teams.

Explore Further

Discover best practices and insights into modern CRM strategies, automation, and connected sales execution with SmartSuite.

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About SmartSuite
What's new
What is CRM?
What is Lead Management?
What is Pipeline Management?
What is Sales Forecasting?
What is Account-Based Selling?
What is Sales Automation?
What is Revenue Operations (RevOps)?
What is Relationship Intelligence?

Frequently Asked Questions

Answers to common questions about how SmartSuite improves Sales, Marketing, and GTM performance across the entire revenue lifecycle.

What does SmartSuite Sales Operations include?

SmartSuite Sales Operations brings together core sales execution workflows — including CRM, quoting, proposal management, territory planning, and deal approvals — into one connected system.

Instead of managing deals across multiple tools and documents, sales teams can track opportunities, generate quotes and proposals, manage approvals, and monitor execution in a single workspace. This ensures consistency across deals while improving visibility for both frontline teams and leadership.

How is SmartSuite different from traditional CRM platforms?

Traditional CRM systems focus primarily on storing account and opportunity data. SmartSuite goes further by operationalizing how deals actually move forward.

It connects CRM data to execution workflows — such as quote generation, proposal management, approvals, and follow-ups — so teams can manage the entire deal lifecycle, not just track it. This reduces friction, eliminates manual coordination, and ensures that deals progress consistently through defined stages.

Can SmartSuite replace Salesforce or work alongside it?

SmartSuite can be used either as a complementary system or as a replacement, depending on your organization’s needs.

Some teams use SmartSuite alongside Salesforce or HubSpot to manage execution workflows like quoting, proposals, and approvals. Others use SmartSuite as a unified platform that combines CRM functionality with structured workflows, reducing reliance on multiple systems and simplifying operations.

How does SmartSuite improve deal execution and speed?

SmartSuite improves deal execution by connecting all deal-related activities — tasks, documents, approvals, and communications — into one structured workflow.

Instead of relying on emails, spreadsheets, or disconnected tools, sales teams follow consistent processes with clear ownership and automated reminders. This reduces delays caused by missed steps, unclear responsibilities, or approval bottlenecks, helping deals move forward more efficiently.

Does SmartSuite support quote and proposal management?

Yes. SmartSuite provides structured workflows for both quoting and proposal management.

Quotes can be generated, reviewed, and approved with defined pricing rules and approval thresholds, while proposals are managed through templates, version control, and approval workflows. This ensures accuracy, consistency, and traceability across all deal documentation.

See How SmartSuite Transforms Sales Operations

Connect your pipeline, quoting, and execution workflows in one platform — and gain real-time visibility into every deal.

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The Connected Value of SmartSuite Sales Operations

Sales teams often operate across fragmented tools — CRM, documents, pricing sheets, approvals, and emails — creating delays, inconsistent data, and limited visibility into deal execution. SmartSuite unifies these workflows into one connected system, improving execution speed, deal quality, and forecasting confidence.

30%

Source: Gartner Revenue Engine Optimization Report, 2023 — organizations using integrated GTM platforms accelerated lead-to-opportunity conversion by 25–32%.

Faster Deal Cycle Time

Automated workflows and centralized deal tracking reduce delays between stages and accelerate deal progression.

25%

Source: Forrester Go-To-Market Operations Study, 2023 — revenue teams with connected GTM systems reduced manual coordination effort by 25–30%.

Reduction in Manual Sales Admin Work

Eliminate spreadsheets, document tracking, and email-based coordination across deals and approvals.

35%

Source: McKinsey Revenue Intelligence Benchmark, 2022 — unified GTM visibility improved forecast accuracy and campaign performance insight by ~30%.

Improved Pipeline Visibility

Real-time dashboards replace static reporting, improving forecast accuracy and decision-making.

28%

Source: BCG Revenue Operations Efficiency Study, 2023 — organizations with connected GTM operations improved cross-team alignment by 30–35%.

Higher Win Rates Through Consistency

Standardized quoting, proposals, and approval workflows improve deal quality and execution discipline.

Key Benefits of the Sales Operations 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.

Pipeline Visibility, Account Clarity & Execution Control

Unified Sales Workspace

Centralize accounts, opportunities, contacts, and deal activity in one system.

Real-Time Pipeline Dashboards

Monitor deal progression, pipeline health, and stage conversion in real time.

Account & Territory Visibility

Organize accounts by territory, segment, or owner for clear coverage.

End-to-End Deal Tracking

Track every deal from qualification to close with full visibility.

Cross-Team Transparency

Align Sales, Finance, and Leadership with shared deal data.

Consistent Deal Ownership

Ensure every opportunity has clear ownership and accountability.

Execution Efficiency, Automation & Deal Velocity

Automated Deal Workflows

Standardize stage progression, approvals, and task assignments.

Quote & Proposal Automation

Generate consistent quotes and proposals with structured workflows.

Approval Routing & Escalations

Automate pricing, discount, and exception approvals.

Task & Activity Management

Track follow-ups, meetings, and deal actions with reminders.

AI-Assisted Deal Summaries

Generate deal insights, summaries, and next steps instantly.

Reduced Manual Coordination

Eliminate spreadsheets, emails, and disconnected processes.

Governance, Forecasting Confidence & Sales Alignment

Structured Sales Governance

Enforce consistent processes across teams and regions.

Audit-Ready Deal History

Maintain full traceability of deal changes, approvals, and actions.

Forecasting Confidence

Provide leadership with reliable pipeline and deal data.

Revenue Alignment Across Teams

Align Sales with Finance, Legal, and Operations.

Scalable Sales Operations Model

Support SMB through enterprise sales organizations.

No-Code Adaptability

Adjust workflows, stages, and dashboards without engineering.

Eliminate Sales Friction with Connected Workflows

SmartSuite replaces disconnected tools and manual processes with structured workflows that improve deal speed, consistency, and visibility.

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How the SmartSuite Platform Powers Sales Operations

SmartSuite connects CRM, quoting, proposals, and deal execution in one platform — enabling sales teams to manage pipeline activity, approvals, and customer interactions with full visibility and control.

No-Code Configuration

Configure pipelines, deal stages, approval workflows, and templates without relying on engineering.

Example:

A Sales Ops Manager updates the approval workflow for discounts above a threshold and deploys it instantly across all deals.

Automation Engine

Automate deal routing, follow-ups, approvals, and notifications across the sales process.

Example:

When a deal reaches “Proposal Sent,” SmartSuite assigns follow-up tasks and sends reminders to the Account Executive.

AI Assist for Sales Teams

Generate deal summaries, next-step recommendations, and pipeline insights automatically.

Example:

AI Assist summarizes deal activity and flags risks ahead of a forecast review.

Linked Record Architecture

Connect accounts, contacts, deals, quotes, proposals, and approvals for full traceability.

Example:

An opportunity record links to its proposal, pricing approvals, and communication history.

Dashboards & Analytics

Track pipeline health, conversion rates, and deal performance in real time.

Example:

Sales leaders monitor pipeline coverage and deal velocity through a live dashboard..

Integrations & APIs

Connect SmartSuite with CRM, finance, and communication tools so data flows between them.

Example:

Sync account and opportunity data from Salesforce to maintain a unified view of deal execution.

Explore the SmartSuite platform

Connect Pipeline and Deal Execution

SmartSuite links every deal, task, and approval in one system, ensuring that pipeline activity and execution are always aligned. Teams gain full visibility into deal progression while reducing manual coordination.

Powered by :
Linked Records
Views (Grid, Kanban, Timeline)
Real-Time Updates
Dashboards & Reporting
Sales leadership dashboard with activities by team, interaction type by quarter and an interactions list

Automate Deal Workflows and Approvals

SmartSuite replaces manual coordination with automated workflows that route approvals, assign tasks, and trigger notifications. This ensures that deals move forward consistently and without delays.

Powered by :
Approval Workflows
Automations
Notifications
Task Management
Automation that emails for approval when an opportunity quote matches set conditions

Monitor Pipeline Performance in Real Time

SmartSuite dashboards provide real-time insight into pipeline health, deal progression, and conversion trends. Sales leaders can identify risks early and make informed decisions without relying on manual reports.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Native Integrations
Sales performance dashboard with forecast to goal, actual to goal, interactions and actual sales

AI Assist and Automation Improve Deal Execution

AI Assist provides real-time insights and summaries, while automation ensures consistent execution across every deal. Together, they reduce manual effort and improve sales efficiency.

Powered by :
AI Assist
Automations
Task Management
Version History
AI automation that adds a topic to a video call record using a custom prompt

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.

Data Architecture Framework

Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.

Workflow Orchestration Framework

Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.

Automation Framework

Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.

Artificial Intelligence Framework

Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.

SmartSuite
Platform
Designed for the way modern teams work  - fast, visual, and intuitive.
Secure Collaboration Framework

Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.

Enterprise Reporting Framework

Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.

Integrations Framework

Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.

Security & Governance Framework

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.

See how SmartSuite keeps data secure
Role-Based Access

Control visibility by user, role, or team.

Authentication

SSO, 2FA, and IP restrictions built-in.

Audit History

Track every change for 3+ years.

Compliance

SOC 2, GDPR, and enterprise governance ready.

Work 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.

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The Platform That Powers Modern Sales Execution

SmartSuite connects deals, approvals, pricing, and reporting into one governed system — improving execution discipline and forecasting confidence.

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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)

Chief Revenue Officer (CRO)

Owns revenue strategy, pipeline performance, forecasting confidence, and cross-functional execution across the GTM organization.

Explore the Revenue Operations Manager role

  • 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 Sales 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.

VP / Head of Sales

VP / Head of Sales

Leads sales execution, pipeline management, and team performance across regions and segments.

Explore the Revenue Operations Manager role

  • Benefit statement

    SmartSuite provides structured visibility into deals, accounts, and execution workflows — helping sales leaders drive consistency and performance.

  • Benefit source

    Pipeline dashboards, territory views, activity tracking, and reporting.

How they use the Sales Operations suite

Pipeline management

Tracks deal stages, conversion rates, and pipeline coverage.

Team performance oversight

Reviews rep activity, deal health, and execution consistency.

Forecast alignment

Uses real-time data to validate forecast assumptions and risks.

Revenue Operations & Leadership

Sales Operations Manager

Sales Operations Manager

Manages sales process execution, territory operations, pipeline hygiene, and sales enablement workflows.

Explore the Revenue Operations Manager role

  • 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 Sales 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.

Sales, SDR & Pipeline Execution

Sales Enablement Manager

Sales Enablement Manager

Supports sales teams with tools, content, processes, and training to improve execution.

Explore the Revenue Operations Manager role

  • Benefit statement

    SmartSuite connects sales content, workflows, and execution processes, ensuring reps follow consistent playbooks.

  • Benefit source

    Templates, workflows, dashboards, and document tracking.

How they use the Sales Operations suite

Process enablement

Ensures reps follow standardized workflows for deals, proposals, and approvals.

Content alignment

Links proposals and sales materials to deal workflows.

Execution monitoring

Tracks adoption of processes and identifies gaps.

Account Executive (AE)

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 Sales Operations 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.

Sales Development Manager

Sales Development Manager

Oversees lead qualification, pipeline creation, and early-stage opportunity progression.

Explore the Revenue Operations Manager role

  • Benefit statement

    SmartSuite ensures structured lead handling and consistent qualification workflows to improve pipeline quality.

  • Benefit source

    Lead workflows, routing automation, dashboards.

How they use the Sales Operations suite

Lead routing

Ensures leads are assigned quickly and accurately.

Qualification tracking

Monitors progression from lead to opportunity.

Team performance

Reviews activity levels and pipeline contribution.

Deal Desk Manager

Deal Desk Manager

Manages deal structuring, pricing approvals, and commercial governance.

Explore the Revenue Operations Manager role

  • Benefit statement

    SmartSuite standardizes deal approvals and pricing workflows, reducing delays and improving consistency.

  • Benefit source

    Approval workflows, pricing rules, dashboards, and audit logs.

How they use the Sales Operations suite

Approval management

Routes discounts, pricing, and deal exceptions for review.

Deal structuring

Ensures deals meet pricing and policy requirements.

Execution monitoring

Tracks approval cycle time and bottlenecks.

Finance & Commercial Oversight

Sales Finance / Commercial Finance Manager

Sales Finance / Commercial Finance Manager

Supports deal pricing, financial validation, and revenue alignment.

Explore the FP&A Manager role

  • Benefit statement

    SmartSuite connects deal activity to financial visibility and approval workflows.

  • Benefit source

    Linked deal records, approval workflows, dashboards.

How they use the Sales Operations suite

Financial review

Validates pricing, margins, and deal structure.

Approval oversight

Participates in deal approvals and exception handling.

Revenue visibility

Tracks deal impact on forecasts and revenue targets.

Cross-Functional GTM Roles Supporting Customers & Partners

Legal Reviewer

Legal Reviewer

Reviews contracts, proposals, and deal terms to ensure legal compliance.

Explore the Legal Operations Manager role

  • Benefit statement

    SmartSuite streamlines legal review workflows while maintaining full traceability.

  • Benefit source

    Approval routing, version history, audit logs, document workflows.

How they use the Sales Operations suite

Contract review

Reviews terms and conditions within deal workflows.

Approval documentation

Tracks approvals and revisions with full history.

Risk mitigation

Ensures legal standards are consistently applied.

Customer-Facing Roles

Customer Success Manager (CSM)

Customer Success Manager (CSM)

Owns day-to-day customer relationships, adoption, retention, and expansion.

Explore the Customer Success Manager role

  • Benefit statement

    SmartSuite consolidates all customer signals into one workspace, enabling proactive, informed engagement.

  • Benefit source

    Unified customer records, tasks, dashboards, success plans, and communication history.

How they use the Sales Operations suite

Account management

Tracks goals, success plans, tasks, meetings, and communications in one place.

Health monitoring

Reviews health scores, usage trends, and risk indicators to prioritize outreach.

Renewal readiness

Prepares renewals with clear timelines, risk assessments, and stakeholder alignment.

Built for Every Role in Sales Operations

From CROs and Sales Ops leaders to Account Executives and Deal Desk teams, SmartSuite provides the structure and visibility needed to execute deals with confidence.

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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.
  • Scalable across teams and business functions.
  • Available in Team, Pro, and Enterprise plan tiers.
Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$15
seat / month billed annually
$20 billed monthly
Start free trial
For teams that need a better way to manage workflows
  • SmartSuite AI
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin
Professional
$32
seat / month billed annually
$36 billed monthly
Start free trial
For teams and departments who need more advanced features to manage their workflows.
  • SmartSuite AI
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin
Included Team Plan plus:
  • Folders
  • Gmail and Outlook Integrations
  • Advanced Permissions
Enterprise
Custom Pricing
Contact sales
For organizations that need scalable workflows with advanced features, security, and support.
  • SmartSuite AI
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin
Included Professional Plan plus:
  • 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.
Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
  • Audit Management
  • Issues Management
Operational Resilience
  • Operational Resilience
  • Business Impact Analysis (BIA)
  • Incident Management
  • Crisis Management
Risk Management
  • Enterprise Risk Management:
  • Third-Party Risk
  • Vendor Portal
  • Cyber Threat Management
  • RCSA (Risk & Control Self-Assessment):
  • Issues Management
  • Business Structure
  • Contract Management
Compliance 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

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

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.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

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.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Sales Teams of Any Size

SmartSuite scales from small sales teams to enterprise organizations with configurable pricing and deployment models.

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Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

Video
About SmartSuite
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Blog
Revenue Operations: Building Predictable GTM Execution
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Webinar
Operational Excellence in Action
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Webinar
Transforming Workflows with SmartSuite Automations
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Case Study
Enterprise Organization — GTM Workflow Standardization
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2,000 Organizations Worldwide

From global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.

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Customer Stories

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Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
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Feature Requests

Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Community

Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Frequency Asked Questions

300+ Articles. One Knowledge Base.
Explore 300+ short, plain-language articles that explain SmartSuite features, concepts, and best practices in clear, simple language.
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Security at SmartSuite

Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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What’s New

See what shipped.

Every new feature, improvement and announcement, with the plans each one is available on.
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Latest updates
Mobile: Data Schema Widget
October 5, 2026
Managed Secrets
October 5, 2026
AI: Updated Supported Models
September 28, 2026

Explore Further

Discover best practices and insights into modern CRM strategies, automation, and connected sales execution with SmartSuite.

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About SmartSuite
What's new
What is CRM?
What is Lead Management?
What is Pipeline Management?
What is Sales Forecasting?
What is Account-Based Selling?
What is Sales Automation?
What is Revenue Operations (RevOps)?
What is Relationship Intelligence?

Getting Started with SmartSuite

Play Getting Started with SmartSuite, part 1: Navigation
Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Play Getting Started with SmartSuite, part 2: Homepage
Part 2: Homepage

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.

Play Getting Started with SmartSuite, part 3: Views
Part 3: Views

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.

Play Getting Started with SmartSuite, part 4: Field Types
Part 4: Field Types

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.

Play Getting Started with SmartSuite, part 5: Dashboards
Part 5: Dashboards

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.

Play Getting Started with SmartSuite, part 6: Automations
Part 6: Automations

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.

Play Getting Started with SmartSuite, part 7: Permissions
Part 7: Permissions

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.

Play Getting Started with SmartSuite, part 8: SmartSuite AI
Part 8: SmartSuite AI

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.

Play Getting Started with SmartSuite, part 9: Formula Field
Part 9: Formula Field

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.

Play Getting Started with SmartSuite, part 10: Power Search
Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Play Getting Started with SmartSuite, part 11: Notifications
Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Play Getting Started with SmartSuite, part 12: Starred Items
Part 12: Starred Items

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 Sales Execution and Pipeline Visibility

Explore guides, demos, and customer stories that show how teams modernize sales operations and improve deal execution.

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