One Platform
For Managing Work

SmartSuite can help you plan and manage all your team’s work in one place: Goals, Processes, Projects, Tasks, Doc’s, Chat, & more.

Why SmartSuiteWhy SmartSuiteWhy SmartSuiteWhy SmartSuiteWhy SmartSuite
Why SmartSuite

Why SmartSuite ?

Use a single platform for just about everything
Increase the productivity of teams by empowering them to create, automate, manage projects
Allow team members to collaborate directly in the context of the work
Provide an intuitive, visual and modern way for your teams to work
Keep an eye on your team's progress and workload
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Run Your Business
On A Single Platform

SmartSuite provides teams the ability to build robust workflows without writing a line of code, all through a visual interface that takes just a few minutes to learn.

Build a solution for how you work

No Matter Your Workflow,
You Can Build It In SmartSuite

Create your ideal custom workflow in minutes or choose from over 200 industry leading templates that can be quickly tailored to your exact needs.  From simple to complex and everything in between, we likely have you covered!

Select The View,
That's Right For You

Keep your teams aligned by displaying your data in the view type that best supports the work you are doing. Easily switch between view types with a single click to find the perfect display that's right for you. It really is that easy!

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Grid View
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Card View
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Kanban View
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Calendar View
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Timeline View
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Map View
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Chart View
FormsForms
Forms
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Explore All Features
Attach files to sales opportunities

Grid View

View your work in a spreadsheet style format that teams are familiar with. Use powerful sort, filter, and group features to tailor the displayed results and take advantage of inline edit capabilities to quickly make edits without the need to drill into records.

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Attach resumes and onboarding documents to new hire records

Card View

Get visual with card view. Display your data in a way that maximizes visual recognition. Showcase images, pictures, designs and files in a way that visual users will love.


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Manage your creative from start to finish

Kanban View

Use a collaborative kanban view to easily track statuses, priorities, stakeholders, and other deliverables using a drag-and-drop user interface.

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Manage your media plans and timelines

Calendar View

Never miss an important date with calendar view. Display date and date range fields in a visual calendar that helps ensure that key dates associated with events, tasks, deliverables and more are never missed.


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Visualize marketing campaigns with Timeline View

Timeline View

Visualize how your work items fit together. Track resources, events, projects and more on a timeline that is customized to your needs.


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Map with colored pins of supplier locations

Map View

View any address in a fully interactive map that includes powerful customization options and allows users to drill in to view directions, 3D views and more.

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Drill into a bar chart and display data

Chart View

Use interactive charts to really dig into your data. Select from bar and line charts to bubble, heat map, donut, and more.


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Collect data from external users with SmartSuite Forms

Forms

Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing Website to make it easy to onboard customers, accept applications, collect feedback and more.

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Use Insights To
Make Smarter Decisions

Use dashboards to build powerful unified views into any of your team’s data. Gain insight into the performance of any team, process or project using data visualizations to understand relationships, evaluate dependencies, and track metrics that measure the state of your business. With great data, comes great decisions.

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Collaborate In Context

Comment and exchange messages on items in real time right where the work is getting done. @mention team members to pull them into a conversation where their expertise is needed. Assign the right team member a task, and receive updates as things move toward completion.

Now you can enjoy a toggle-free world where you’re not juggling multiple messaging apps, cloud-based systems, documents and email. Get your work done in the same place you’re talking about it.

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Collaborate with your team in the context of your work
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Automate
Repetitive Tasks

Use simple rules to automate routine tasks such as sending an email, changing a status, adding a due date, posting to a Slack channel, creating a new record and much more similar repetitive activities.

With an easy drag and drop interface, anyone can set up automations in a matter of minutes.

set a due date
Set a Due Date
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Change Priority
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Send an Email
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Assign to
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Change Status
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Automate Repetitive TasksAutomate Repetitive TasksAutomate Repetitive TasksAutomate Repetitive Tasks

When Priority changes to “High”, send a Slack message to “#Marketing” channel

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When Status changes to “Confirmed”, add to Google Calendar

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When Status changes to “Confirmed”, add to Google Calendar

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When “Due Date” arrives, change Status to “Critical” and notify “Manager”

SmartSuite

Integrate
With Other Products And Platforms

Our Zapier connector provides you with instant access to 3,000+ applications and platforms, supercharging SmartSuite with access to any of your favorite tools.

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Enjoy The Freedom To Work In Your Native Langauge

Work and the power of business to create opportunities for people knows no boundaries. This belief is at the heart of why we built SmartSuite from the very beginning to support localization and multiple languages.

Localized and translated in 15 languages.

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English
Bulgarian flag
Bulgarian
Flag of France
French
German flag
German
Flag of Italy
Italian
Flag of Netherlands
Dutch
Flag of Poland
Polish
Flag of Portugal
Portuguese
Flag of Sweden
Swedish
Flag of Romania
Romanian
Flag of Russia
Russian
Flag of Spain
Spanish
Flag of Ukraine
Ukranian
Flag of Japan
Japanese
Flag of China
Chinese
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Safe And Secure

Advanced permissions and roles put you in control of data access, and our secure AWS-based platform makes user experiences seamless while maintaining security. Robust history logging and audit features, coupled with recycle bin soft-delete and login tracking ensures that you always know who modified your environment or data.

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SmartSuite is safe and secure
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Permissions

User access controls control system modification and data access rights

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Activity History

Changes to SmartSuite structure and content are logged with user and date

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Recycle Bin

All deleted files and structures (such as fields) can be restored from the recycle bin

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Login History

User logins are stored, including source IP address and times stamp

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Active Sessions

Admins can view active sessions and length, and can terminate sessions

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AWS Enviroment

SmartSuite runs on the AWS cloud platform for the best in security and availability

SmartSuite makes onboarding easy

Easy To Get Started With Frictionless Onboarding

We built SmartSuite to be as intuitive as possible - many of our users skip onboarding and get right to work.

Not ready for that quick of a pace? Our guides and video series are all you need to get started - quickly. When you’re ready to level-up, our digital knowledge base and webinars will take you wherever you want to go.

Want a hands-on experience? Our team is always here as your onboarding concierge, ready to answer questions and help you experience all SmartSuite has to offer.

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Our Business
Runs On SmartSuite

Call us old-fashioned, but we believe that every company should use the products they build.  So we don’t just market and sell SmartSuite — we use it daily to manage every business process in our company. Every day we experience the power of having a single place where all of our work happens, eliminating silos, aligning our organization and elevating our teams.

Just ask your next SaaS demo rep if they actually use their platform - we’re betting the answer is no.

Our business runs on Smartsuite
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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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Software Development
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Sales CRM
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Sales CRM
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Quality Assurance
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Quality Assurance
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Project Management
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Project Management
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Product Roadmap
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Product Roadmap
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Partners CRM
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Partners CRM
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Human Resources
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Customer Support
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Customer Feedback
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Company Initiatives
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Company Initiatives
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Business Strategy
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Business Operations
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Web, Tablet, And
Mobile Ready

Your teams can work at work, at home,  on the go and everywhere in between.

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SmartSuite is ready-made for mobile

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 Processes
and Projects

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