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.
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.
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.
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
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
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
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.
Adopt a Core Sales Capability
Begin with Sales CRM, Quote Management, or Proposal Workflows—standardize execution, improve visibility, and eliminate manual coordination across deals.
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.
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.
See How SmartSuite Transforms Sales Operations
Connect your pipeline, quoting, and execution workflows in one platform — and gain real-time visibility into every deal.
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.
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.
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.
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.
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
Centralize accounts, opportunities, contacts, and deal activity in one system.
Monitor deal progression, pipeline health, and stage conversion in real time.
Organize accounts by territory, segment, or owner for clear coverage.
Track every deal from qualification to close with full visibility.
Align Sales, Finance, and Leadership with shared deal data.
Ensure every opportunity has clear ownership and accountability.
Execution Efficiency, Automation & Deal Velocity
Standardize stage progression, approvals, and task assignments.
Generate consistent quotes and proposals with structured workflows.
Automate pricing, discount, and exception approvals.
Track follow-ups, meetings, and deal actions with reminders.
Generate deal insights, summaries, and next steps instantly.
Eliminate spreadsheets, emails, and disconnected processes.
Governance, Forecasting Confidence & Sales Alignment
Enforce consistent processes across teams and regions.
Maintain full traceability of deal changes, approvals, and actions.
Provide leadership with reliable pipeline and deal data.
Align Sales with Finance, Legal, and Operations.
Support SMB through enterprise sales organizations.
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.
How the SmartSuite Platform Powers Sales Operations
SmartSuite connects accounts, deals, quotes, proposals, and approvals in one system — enabling faster execution and better visibility.
Customize pipelines, stages, workflows, and templates.
A Sales Ops Manager updates deal stages and approval thresholds without engineering.
Automate deal routing, approvals, and follow-ups.
When a deal reaches “Proposal Sent,” SmartSuite assigns follow-up tasks and schedules reminders.
Generate deal summaries and insights instantly.
AI Assist creates a deal summary including risks, next steps, and stakeholder notes.
Connect accounts → contacts → deals → quotes → proposals → approvals.
A deal record links directly to its proposal, pricing approvals, and activity history.
Monitor pipeline, conversion, and deal performance.
Sales leaders review dashboards showing pipeline by stage, win rates, and deal velocity.
Control access to deal data and approvals.
Only managers can approve discounts while reps manage deal updates.
Connect Sales, Marketing & RevOps Workflows
SmartSuite unites GTM activities in one place — improving visibility, speed, and alignment.
Streamline Campaigns, Content & Cross-Functional Approvals
Automated review paths and audit logs keep campaigns moving quickly while maintaining brand and regulatory accuracy.
Gain Insight Into Pipeline, Engagement & Launch Readiness
Dashboards help GTM leaders track KPIs across the entire customer journey.
AI Assist & Governance Strengthen GTM Execution
AI enhances sales enablement, campaign creation, and reporting — supported by role-based security and compliance controls.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Powers Modern Sales Execution
SmartSuite connects deals, approvals, pricing, and reporting into one governed system — improving execution discipline and forecasting confidence.
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
VP / Head of Sales
Leads sales execution, pipeline management, and team performance across regions and segments.
- 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.
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
Manages sales process execution, territory operations, pipeline hygiene, and sales enablement workflows.
- Benefit Statement:
SmartSuite improves pipeline consistency and rep execution by operationalizing workflows and visibility.
- Benefit Source:
Pipeline dashboards, workflow automation, and activity tracking.
Pipeline Hygiene
Flags stalled deals and enforces stage and data requirements.
Rep Execution Support
Tracks next steps, approvals, and follow-ups through automated workflows.
Performance Reporting
Builds rep and team dashboards for activity and conversion performance.
Sales, SDR & Pipeline Execution
Account Executive (AE)
Owns pipeline execution for assigned accounts, managing deals from qualification through close.
- Benefit Statement:
SmartSuite centralizes account context and deal execution workflows, reducing friction and improving close discipline.
- Benefit Source:
Linked accounts, opportunity workflows, tasks, and dashboards.
Deal Execution
Tracks stages, next steps, tasks, and approvals in one workflow.
Account Visibility
Reviews campaign touches, communications, and engagement history.
Forecasting Support
Maintains accurate deal health and close timing for leadership visibility.
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.
Deal Desk / Sales Operations
Finance & Commercial Oversight
Sales Finance / Commercial Finance Manager
Supports deal pricing, financial validation, and revenue alignment.
- Benefit Statement:
SmartSuite connects deal activity to financial visibility and approval workflows.
- Benefit Source:
Linked deal records, approval workflows, dashboards.
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.
Legal, Compliance & Commercial Governance
Legal Reviewer / Compliance Reviewer
Reviews regulated or brand-sensitive content and ensures it meets legal and compliance standards.
- Benefit Statement:
SmartSuite streamlines review cycles and maintains audit-ready evidence of approvals and decisions.
- Benefit Source:
Approval workflows, version history, audit trails, and documentation repositories.
Content Review
Reviews marketing materials and messaging for compliance requirements.
Decision Traceability
Documents approvals, conditions, and exceptions with full history.
Audit Support
Produces evidence packages for internal review or regulatory inquiry.
Customer-Facing Roles
Customer Success Manager (CSM)
Owns day-to-day customer relationships, adoption, retention, and expansion.
- 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.
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.
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 Sales Teams of Any Size
SmartSuite scales from small sales teams to enterprise organizations with configurable pricing and deployment models.
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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.