For Startups

Don't start your startup journey working in spreadsheets, documents and disconnected tools.  Use a modern work management platform purpose built for helping startups move from idea to hyper-growth industry leaders.

Run your early stage startup on SmartSuiteRun your early stage startup on SmartSuiteRun your early stage startup on SmartSuiteRun your early stage startup on SmartSuite

Position Your Startup For Long Term Success

Position your startup for long-term success by managing your ideas, plans, workflows and people in a single platform that can adapt and scale as your startup evolves.

Focus on execution not software selection
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Focus On Execution
Not Software Selection

Startup founders should spend their time building their business, not worrying about systems and tools needed to get work done.

SmartSuite brings together the essential capabilities that startups need to get everything done: databases, spreadsheets, documents, collaboration tools, file management products and automation capabilities — in a single platform - for $10 per user, per month.

SmartSuite provides best practice templates designed for startups
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Launch
Your MVP

Your goal as a startup is to make something that people will love.  SmartSuite provides best practice templates designed for startups, helping you manage things like business plans, use cases, software requirements, user interface designs, feature descriptions and test cases.

We’ll help ensure your minimum viable product (MVP) is launched on time and exceeds expectations.

Evolve your ides with feedback
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Evolve Your Ideas
With Feedback

It’s important to let your ideas evolve as you get feedback from users. SmartSuite helps you manage the feedback loop, letting you prioritize and score features based on user responses and long term value to your business.


Prioritize work around goals
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Prioritize Work
Around Goals

Successful startups understand the importance of setting monthly and quarterly goals so team members understand priorities and how they can best contribute to the overall success of the business.

SmartSuite allows you to document company goals and objectives so teams can easily track changing priorities, new customer demands and market fluctuations so that you respond quickly and effectively.

Dashboards are a great way for startups to visualize key performance indicators
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Manage Key
Performance Indicators

Dashboards are a great way for startups to visualize key performance indicators (KPIs) across business segments to gain real time insight into performance against company and industry benchmarks.

Common KPIs that we monitor in our own business include user growth, customer acquisition, monthly and annual revenue, release plans, support tickets, test metrics and marketing campaign performance - just to name a few.

Market and sell your product
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Market and Sell
Your Product

Founders understand that it is not enough to simply build a great product - you must find the most cost-effective ways to reach customers and demonstrate the value of your product. 

SmartSuite provides best-practice templates that allow you to plan and manage core marketing workflows like user personas, brand assets, campaigns and core sales processes such as account targets, rep assignments and quotas, incoming leads, opportunity pipeline and customer renewals.

Hire the right people
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Hire The Right
People

Hiring is one of the most important jobs of any founder and is the key to building a great company that is positioned for long term success.  Employees are an investment and add organizational complexity and communication overhead, so it is critical that you attract and hire the right people.


SmartSuite helps you by providing templates for hiring plans, candidate interviews, job descriptions, salary ranges, new employee onboarding, employee evaluations and personnel files.


Manage Investor Relationships
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Manage Investor
Relationships

As a startup you need to hire staff, purchase equipment, rent offices, market your product and more. When your startup requires outside capital to do this, SmartSuite provides you with templates to help manage the entire fundraising process from investment documentation through investor communications.

More Reasons
to Love SmartSuite

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Natively Mobile Work Management

Download our mobile app for iOS or Android and take your workflows and data with you everywhere you go, easily accessible from your mobile phone or tablet.

All your work is accessible wherever and whenever you need it, with interfaces updating in real-time as other users make changes - whether from Web or mobile. With interfaces optimized for your device you’ll interact seamlessly with existing SmartSuite solutions, or you can build new ones on the fly when the inspiration hits during your latest coffeeshop work session.

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Send mobile notifications for important changes and events

Bring Your Vision to Life

Focus on documenting your strategy and competitive analysis with tables, embedded images and callouts to help emphasize your key points.

Create wikis, collaborate on content, or update meeting notes in style. Insert an automatic table of contents to stay organized as you create a business plan that takes your company to the next level.

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Use SmartSuite to document Business Plan

Your Remote Team - Unified

An integrated Member Directory gives every person a glimpse into their remote co-workers worlds, providing easy access to contact information, time zone, skills and personal interests.

People will be able to find the perfect collaborator for the next big project, identifying those individuals with the right skills to get the job done. You can instantly see who is currently online and what their status is so you know when your teammates are available to collaborate.

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Information is available about your teammates at a glance

Unify Your Work

SmartSuite offers direct, native integrations with popular business tools like Dropbox, Google Docs, and Slack. Or use our Zapier integration to connect with over 2,000 other systems to bring everything together in one place.

SmartSuite becomes the single platform at the core of your startup, with data synchronized from other systems to give everyone easy access to all the information they need. This unified approach unlocks powerful business reporting and provides access to key metrics and performance indicators. It becomes easy to align teams, manage projects and streamline processes to simply get work done - smarter.

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Integrate existing systems with SmartSuite using Zapier

Showcase Your Startup's Success

Get high-level overviews, identify bottlenecks, and create strategies based on real-time data from every area of your business.

Use any of the 20+ widgets to track everything from sprints to revenue in one Dashboard. Easily display metrics with directional indicators, visualize data with charts and graphs, or embed a countdown that ensures the entire team knows how many days are left before you launch.

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Startup Specific Templates

Ready-to-use solutions for Startups looking to jumpstart how work gets done - we have all your project management and business processes covered, from CRM to Product Management, Fundraising and beyond.

Weekly Plan
Weekly Plan

Weekly Plan

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Ph8UtRzc92/
UX/UI Designs
UX/UI Designs

UX/UI Designs

Never wonder where you are in the design process again. Map designs to product features and website content, and choose to store files directly in the solution or link to external design tools or data stores.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WyhIaCP1lA/
SWOT Analysis
SWOT Analysis

SWOT Analysis

Apply the Strengths, Weaknesses, Threats and Opportunity (SWOT) solution at the company, client or product level. Visualize it all in SmartSuite as you craft your strategic plans.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/v2I0dCvFSp/
Single Project
Single Project

Single Project

Keep it simple...enjoy a solution to manage a single-project from start to finish. Just because it's simple, doesn't mean it's not smart:)

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rY6QZbkfXg/
Simple Process
Simple Process

Simple Process

Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/9z4QmDWAK7/
Sales CRM Lite
Sales CRM Lite

Sales CRM Lite

Keep track of customers, identify new targets, and win new business. Get all of the essential features and none of the extras. Ideal for fast-moving, smaller sales teams.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/dOgaKN9XoT/
Personnel Management
Personnel Management

Personnel Management

Establish a comprehensive system of record for a digital employee file. Track personal information, control sensitive information, manage issues and more.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WKtA50GUWN/
Marketing Management
Marketing Management

Marketing Management

What is Marketing? Your answer starts with this simple, yet comprehensive marketing "all-in-one" solution geared for small businesses looking to establish a brand and get the word out about all the great stuff they have to offer.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/IcDmxDsP79/
Goals & Objectives
Goals & Objectives

Goals & Objectives

Define your top goals and objectives by team or department, then track from start to finish. Align goals and status to keep updated on your most important work.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/t5mmmtoaAU/
Idea Box
Idea Box

Idea Box

Never lose track of your million-dollar ideas —or any idea for that matter. Capture and cultivate concepts, and collaborate with team members to bring your ideas to life.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/EbnM2y7y7N/
Hiring
Hiring

Hiring

Manage the entire hiring funnel, streamline the recruiting processes and integrate the application form on your website for seamless candidate entry.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/b7xj4vF63P/
Growth Experiments
Growth Experiments

Growth Experiments

Growth hacking is where the art of marketing meets science. Clever creativity meets process. This solution helps you and your growth-obsessed team plan, organize, execute and analyze all your growth experiments.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/wTlFA43SHP/
Fundraising CRM
Fundraising CRM

Fundraising CRM

Get relief with an easier way to raise capital and manage your investment pipeline. Startup founders on the venture-backed path can close more conveniently than ever.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/LdCsSBX6v2/
Customer Feedback
Customer Feedback

Customer Feedback

Consolidate inbound feedback from email, social media, website, blogs and more. Have a framework for seeking out customer feedback through interviews and surveys.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/dINNRa1Mg7/
Company Story
Company Story

Company Story

Get your entire company telling the same story by documenting your mission, vision and core values. Track pitch decks for tailoring your story to external audiences.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/wCiTQev143/
Company Documents
Company Documents

Company Documents

Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/n96L9J9h9Z/
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Explore All Templates
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Vendor Management
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Vendor Management
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Vacation Tracker
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Vacation Tracker
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Software Development
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Sales CRM
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Sales CRM
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Project Management
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Product Roadmap
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Partners CRM
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Marketing
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Human Resources
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Customer Support
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Our Business Runs on SmartSuite

Our Business
Runs on SmartSuite

We use SmartSuite to manage almost every process and project in our own company. How many companies do you know that use their own product to run their business. Well, we do!

Remove Obstacles To Working Working Your Way

Arthur G

Time is a big theme for us. We’ve developed an operating rhythm to working across oceans and time zones. Our teams have an hour here or there for live conversations, but the rest of our work lives digitally. Email volumes became brutal. We started adding tools to “help”, but they just added to the noise and couldn’t fit our global needs. SmartSuite is the system that fits the way we work, where we work.

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Arthur G

CTO

Simplify Workflows

Joe S

We work with patients to build customized dietary plans to address chronic health problems. Our team converted all of our paper-based recipes and nutrition information into a custom Health and Nutrition solution we built. We were able to instantly build plans for patients and track their progress during the course of service. It’s been a game changer for us, in every country we operate in.

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Joe S

Nutritionist

Manage Remote Work

Theresa L.

I won’t lie. I had a hard time converting my management style to this remote work world. My team “gently” informed me that I was driving them crazy. Our work depends on getting the details right and I was barraging them with well-intentioned texts, Slacks and emails...that were actually sensory overload. I was so used to the easy chats that come with working in the same room. We implemented SmartSuite for our case management processes - just seeing all the data and being able to ask questions and add comments was a game-changer...and made my team MUCH happier.

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Theresa L.

Nurse Practitioner, Clinical Trial Manager

Streamlining Sales
Processes

Brian Z

We picked the market leader when choosing a CRM system, yet we never felt like we were getting the most out of our implementation. It was complicated and it’s not like we had dedicated sales ops resources sitting around, so we scrapped it. SmartSuite gave us a refreshing combo of simplicity and sophistication - plus we know it can adapt as our team grows and changes.

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Brian Z

VP of Sales