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SmartSuite Reviews: 4.8/5 — Highly Rated
Process-agnostic and project-agnostic, SmartSuite is a versatile and flexible project management solution that provides teams the capability to build comprehensive workflows without programming a line of code, presented on a visual interface with a minimal learning curve. There are more than 200 templates for different industries – from sales CRM to charity to government, risk, and compliance. Each template can be customized to fit specific project needs and to accommodate different working styles. SmartSuite can handle an array of business functions from vendor management and supply chain management, marketing and customer care, and product development and business strategy just to name a few.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Ease of use |
Beginner
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | Knowledge Base |
| Training | Documentation |
| Languages | English |
As an online marketing agency we have implemented SmartSuite successfully to optimize internal processes and to enhance teamwork. This platform enables efficient planning, performance and analysis of projects and is used by various teams including project managers, SEO experts, web developers and designers. The flexible adaption of SmartSuite to the specific requirements of our digital agency is essential particularly in sectors such as SEO, SEA, Social Ads, web analytics as well as WordPress development and web design. By using customizable templates and automation features within SmartSuite we can organise specific workflows effectively. The intuitive user interface and diverse integration options facilitate rapid information sharing and real-time project tracking, supporting improved communication, collaboration and transparent project management. Due to the competitive situation continuous optimization of workflows and increase in productivity SmartSuite provides an ideal solution that promotes both efficiency and teamwork. In summary, the introduction of SmartSuite has led to the optimization of our internal processes and to an increase in efficiency. The platform has become an essential tool for project planning, execution and analysis, ultimately improving our workflow.
To date, we haven't encountered any issues with SmartSuite.
The flexibility of the tool is a significant advantage for us. Particularly, the ability to integrate with numerous other tools greatly facilitates our daily operations. Additionally, some of our employees work remotely, and thanks to SmartSuite, effective team communication is maintained despite different work locations.
SmartSuit is very flexible; you can have tasks in different solutions but see all of them in one place. It makes the process faster and more efficient.
Automations have some limitations but as I know it will be changed soon.
Communication, task managment, access to the infornmation
In the construction industry, SmartSuite's robust project management capabilities, including Gantt charts (new in 2024) and real-time collaboration, are invaluable. Its ability to handle complex workflows with ease, while offering customizable templates tailored to construction projects, enhances productivity significantly. SmartSuite streamlines complex construction project management by integrating multiple functions into one platform. This enhances team collaboration, improves resource allocation, and provides critical insights into project progress, resulting in better project efficiency and timely completion.
While there's nothing specific I dislike, there is room for enhancement in certain features. For instance, integrating more advanced functions into the Outlook calendar. For SmartDoc, akin to Notion's capability to embed multimedia content like YouTube videos, would add value.
SmartSuite adeptly addresses the complexities inherent in managing large-scale construction projects. It consolidates various project management aspects, enhancing collaboration, efficiency in task management, and offering real-time insights, which significantly contribute to the streamlined execution and success of projects.
Signing up for SmartSuite has been the BEST decision I've made for my business this past year. Their work managment platform allows you to create solutions specific to "how you work," instead of forcing you to restructure what you do in order to use their SaaS. I constantly feel like I created my very own custom app for my biz that is super user-friendly and has 10xed my productivity. You can literally have your first solution up an running in no time, compared to other tools like ClickUp, Asana, or Monday that have a larger learning curve and used to cause me major overwhelm. And if what I just said hasn't sold you on this tool, then experiencing their customer support will -- they don't just give you generic responses, but actually provide you with ways in which you can implement what you're wanting to accomplish. PLUS, SmartSuite has built a stellar community around their SaaS, and constantly roll out new features that their consumers actually want. SmartSuite is hand-down, one of the best tools on the market. I could go on and on about their grandular permissioning structure, linked records feature, or even their dot notation capabilities when it comes to formulas, but this is just one of those tools that seeing is believing for most so I highly recommend giving it a test run for yourself.
I have no downsides to using this tool -- I absoultely LOVE IT!
Utilizing SmartSuite allowed me to have one main source of truth in my business. It allowed me to cut down my monthly operating expenses by creating different solutions that replaced the many other tools I had to piece together to do the same thing.
Spent the weekend creating a way for our team here to manage and track the complicated relationships we have with all the manufacturers, brands, product categories, discount structures, special programs, sales reps, and rep groups that we work with. There was nothing that SmartSuite couldn't handle, and it did so with aplomb! The end result is GORGEOUS (all of SmartSuite is beautiful!) which is so important to end user initial impression and adoption, but under the covers, this thing is a beast of functionality (and it's FAST!). While I was working, I was just marveling at the technological underpinning while enjoying the polished user experience. Serious KUDOS to the entire SmartSuite team. I haven't enjoyed using something this much in a long, long time.
They are still on the growth curve which is a double edged sword. They are absolutely listening to user input, they are 100% available and accessible, they sincerely want to understand and help, but not everything is "enterprise grade ready". They will be there soon though. Very soon.
Moved our CRM solution here first. Then fleet management. Then asset management. Then vendor discount management. Then purchase order and receiving. Then (I could but won't list the 10 other solutions we've put here). There is nothing we've tried in SmartSuite we haven't been able to accomplish.
The support that the admin gives to the community. They are a real company that hears the needs of their users, and it's a rare thing! Now I use Smarthings every day. There are a lot of features and I implement all my work there! Automation are a cool feature that allow me to be more productive in every day.
Isn't EU-server hosted at the moment but I'm sure that they are working on it.
SmartSuite allows me to manage my agency work and my associate's work. It's so cool and that allows me to have an agile workflow. Other tools allow me to reach that but they are too expensive, instead, Smartsuite is user-focused and allows me to reach my goals at the right price without addons on addons to buy, and I love that!
Support is outstanding, Interface, features, and functionality dwarfs it competition. Highly regarded and accessible senior management.
Not multi-tenant, but I woul imagine that it's in the roadmap.
Allows business units to quickly develop their own solution. Business processes are quickly automated without expensive analyst and programmer resources.
Powerful, versatile, and easy to build and customize your solution tailored to your business. Beautiful layouts that are simple enough for our team to learn. Also, their team is incredibly responsive.
Although they are working on a report generator, it still is the weakest part of an otherwise powerful chain.
CRM, process management, inventory management, and task management.
Your flexible, all-in-one data solution. It's user-friendly interface provides a simple understanding of each desired field and application. Watch out Microsoft! Good job SmartSuite team! I'll sing your praises to anyone who'll listen.
The con for me is I had to upgrade to a bigger plan! Why? Because SmartSuite has my brain triggering on all cylinders firing off so many ideas to implement that I needed more!! 🤯 Hence the title. 😉
With SmartSuite, there are creative solutions popping up in all areas of my life! There are so many applications for being more productive, saving time, getting organized, etc. Love it!
I was a long-term user of Clickup, but I made the decision to switch to SmartSuite, and I'm glad I did. What really impressed me was the overall feature set. SmartSuite's handling of linked records, filters/sorting, custom record layouts, and Airtable-style user interface perfectly aligned with my workflow needs. It not only caters to simple workflows but also offers deep advanced formulas, powerful built-in automations, and useful/clean styling options. The support team has been exceptional, providing me with valuable advice on features I didn't even know existed in the app.
To be honest, I don't have many dislikes. SmartSuite is still a relatively young platform compared to its competitors, but it's rapidly growing and introducing unique ideas that others haven't explored yet. While it doesn't have as many integrations with third-party apps as some other platforms, I believe that will come with time as they expand.
SmartSuite saves countly hours for me by seamlessly combining the workflows I had within Clickup and Airtable. This integration of functionalities not only streamlines my work but also introduces unique new features that directly enhance my productivity level. The ability to create relationships across my workspace, use multiple smartdocs within one record, and leverage lookup filtering are just a few examples of the amazing features. These capabilities have significantly benefited me by saving time and allowing me to accomplish tasks more efficiently.
Smartsuite is an excellent & user friendly tool that helps organize our business/goals from top to bottom.
Limited downsides, but working through a few small obstacles with their very responsive staff.
Smartsuite helps manage our backend SOPs and organizes our sales efforts through task management and automation.
The Main Thing I liked About SmartSuite Is That It Has A Lot Of Solution Templates For Almost Every Industry Which Makes It Very Easy For New Users To Understand The Process & Boost Their Productivity.
There Is Nothing That I Dislike About SmartSuite.
It Helps Us To Manage Our Projects More Efficiently, Including Better & Faster Communication Between Team Members.
I started out on my relational database journey using Airtable (naturally), but realized that I wanted to be able to easily link by "bases". SmartSuite is perfect!
It's still a relatively "young" platform, so there's no front-end solution yet. This is in the works, though....so pretty soon I won't have anything to complain about.
I've created a ticketing system for marketing tasks, so my sales team is able to fill out a simple Work Order form and my marketing team's tasks are able to move along a continuum of "Requested" to "Completed". Automations give updates regarding when work is started, ready for review, and completed.
It is a creative combination of Airtable, Evernote, Notion, Clickup, Monday, Trello, and it has some Christmas Sprinkles thrown in for Good Measure.
The downside is that you have to work on it every day and master it, which is not a dislike, but one of the ingredients to achieve success in any short-term goal. Notice learning this app is a short-term goal, not getting a PhD to learn other apps in the marketplace.
SmartSuite is forcing me to use a proven system (PROCESS) for me to SOLVE my Online Business Problems, Issues, and Hiccups.
Project management and organizational databases are typically crowded and uninviting. This software is a pleasure to look at and desirable to work with. The last thing you want is to wake up in the morning to look at an "angry" and busy screen. I use it more every day that passes by.
It is a new software with many integrations on the roadmap but not yet fully functional.
Organization. quickly finding where my stuff is and what needs to get done. I am automating 5 Hydrology and Hydraulic reports a month. I used to struggle to get one done before.
Here are a few of my favorite things (cue Julie Andrews): 1. SmartSuite allows you to design attracted "expanded view" forms for the records in a table. This largely obviates need to build custom interfaces. 2. SmartSuite lets you link records not just in different tables, but in different solutions. Brilliant. 3. SmartSuite gives me as developer really good control over access privileges for different users, groups of users, and so on. 4. SmartSuite is beautiful!
SmartSuite is still quite young (less than a year old in public release) and not quite "all there" yet. My main complaints are: 1. The library of formula functions is too limited and needs to expand. Needed especially: better functions for dealing with text and dates, and for coercing data types. 2. Forms need conditional branching.
I'm a solutions developer who works for small-to-medium sized clients, mostly law firms doing litigation. I build solutions that help my clients track their clients and all the data involved in mass tort litigation. I'm working on another project that's a bit different: a student and enrollment management solution for a small school. In the past I have worked with bigger, arguably more powerful platforms (mainly Claris FileMaker), but with SmartSuite I can achieve very good results for my own clients in a fraction of the time and at a fraction of the cost. SmartSuite's low-code approach means I have less busy work to do to achieve solid results.
In the past, my company has used various work management software combined with other tools to maintain our day-to-day activities. While some were easily integrated with each other, we never had all the data easy to read in one place and would have to compare systems side by side to get the information we needed. SmartSuite has removed the need for us to have as many tools through different platforms. We have been able to combine our processes into different solutions and can use their dashboard system to see everything clearly at a glance. While we are still in the process of moving some of our data over, we have already noticed an increase in our efficiency and productivity. I know that as SmartSuite implements more features in the future, the system will also improve. The SmartSuite staff have always been helpful in troubleshooting questions. They have "office hours" throughout the week where you can ask an expert over a call to demonstrate something - which helps immensely. They also have an active, growing community who are passionate about helping.
There is the occasional glitch in the system, but as they are relatively new to the mass public (they have been working on the project "behind the scenes" for years), this is understandable as they are currently onboarding a lot of new customers. The automation system isn't always as straightforward as I would like it to be, but they continually adding new updates that make the process easier and more user-friendly.
SmartSuite has allowed my team to combine the majority of our work and data in one place, allowing us to work more efficiently while being able to view aspects quickly.
SmartSuite is incredibly well-built. The UI is incredibly clean and intuitive while at the same time providing an incredible amount of features.
After extensively comparing SmartSuite to ClickUp, Asana, and Monday, the only thing I'm missing is dashboards that can aggregate data from multiple lists. But this feature is already planned on SmartSuite's roadmap.
With SmartSuite, we can basically build any workflow. This allows us to streamline processes, projects and daily tasks in one digital workspace. In my opinion, every single organisation should have a taskmanager like SmartSuite.
SmartSuite has come out of the gate so incredibly strong and is already going head-to-head with other players in this space. The difference is that other players have been doing this for years, and SmartSuite is just getting started! I love SmartSuite because it is an easy-to-use (and low-cost) platform with a modern look, powerful features, and the ability to integrate in numerous ways. From basic tracking of (literally) anything to advanced workflows using formulas and automations, there is a "Suite" spot where every user will find value! The platform is easy to learn, and they have so many ways for me to do so. With help articles, videos, live chat, office hours, showcase videos, etc. (the list goes on and on), I have no problem figuring out how to do something new or make something work the way I would like. Technology aside for a moment, my absolute favorite thing about SmartSuite is the team behind it that is passionate about helping others, which drives them to continuously improve an already great product. The future is very, very bright for SmartSuite! Lastly, I will say this... if you have spreadsheets, you need SmartSuite. HIGHLY RECOMMEND!!!
With rapid expansion and enhancements for new software, bugs are not uncommon, and SmartSuite has experienced some of that. Though I will say that anything I have come across has been minor and addressed quickly, which is critical to me. I don't think I've ever used (or built) software without any issues, so the support I get is essential.
In my hectic day-to-day, SmartSuite has helped me keep my important tasks top-of-mind, allowed me to easily communicate with my team without having to go to multiple tools, and just keeps track of me and my work in general! With the gained efficiency, I can focus more time on completing the work that needs to be done instead of trying to keep track of it!
I love how integrated my team can be when we work on projects together. It's really easy to delegate tasks, collaborate in real time, and work across time zones without missing notes from each other.
It's been really hard to convince my company to use SmartSuite. SmartSuite is much easier to use and more secure and encompassing than the other platforms we've been using, but trying to get an entire company to change over has been an uphill battle.
Some of my team is remote and some are in the office. We are all able to use SmartSuite to work together in real time, and I've found it much easier to communicate efficiently now that we're not working on one platform and communicating through another.
SmartSuite is very easy to use. Intuitive design and the SmartSuite team is very responsive to requests and assistance.
Nothing at present. Anytime we run into an issue, the SmartSuite team hops on it, and any feature gaps are either on the roadmap already, or they work with us to understand our scenario for future product enhancements.
SmartSuite facilitates several business processes for our clients: Program and Project Management Office, Service Request processing, Sales CRM, to name a few.
If you're looking for a powerful and flexible tool that also prioritizes customer service and user experience, then SmartSuite is definitely worth checking out. I've been a user for a while now and I have been consistently impressed by the level of support and responsiveness I've received from the SmartSuite team. Their user interface is also incredibly intuitive and easy to use, making it a great option for both novice and advanced users. Plus the team is always actively working on new features and improvements based on user feedback, which makes it a great choice for anyone looking for a software solution that is always evolving to meet their needs. Overall, I highly recommend giving SmartSuite a try. I have no doubt that Airtable will lose users to this new company, and I say that as an Airtable consultant.
There are a few features I'm waiting for, all of which are on the roadmap. One of them is to remove the SmartSuite record from automated emails sent from my solution so, people don't know I'm using an automation tool to send them personal emails. They already do SO much for brand partners, but I also have my fingers crossed that they will do even more, like allow power users to sell our solutions or gift them to others as lead magnets without those who've been gifted being able to copy the solutions into infinite.
SmartSuite allows me to automate repetitive task work across all areas of my business so I reclaim brain space. I love to build my own systems from scratch so that I can do 'all the things' in one powerful interface, instead of needing to hop from dozens of different interfaces to manage contacts, content, money, projects, etc.
Integrates and connects all the "Solutions" together.
Nothing at this point. The only current downside is that there are still some features not implemented but they are very responsive and adding more features, many based on user feedback.
Combining the features of other platforms into one platform. For example, using the form features in SmartSuite allows us not to use another platform, such as JotForm.
I’m hyper-organized, but I wasn’t using a comprehensive tech solution, mostly managing processes and projects through a combination of email, text, Slack, Google Drive, and OneNote. Everything was all over the place. We tried to use Asana, but it wasn’t intuitive for storing documents, didn’t feel as dynamic to customize, didn’t look or feel good, and wasn’t easy to use. It also didn’t have the spreadsheet functionality I need. It was ok for project management, but SmartSuite is a second brain, a true database. I’ve centralized all of the vital information about my clients and manage my work with more confidence and ease these past few months. I’m enjoying tracking important personal projects and goals in the platform related to my family, fitness, and home. It’s truly an extension of my brain and how I organize my life.
There is not much to dislike about Smart Suite. One point might be Smart suite is so powerful and flexible that I need to reign in how super customized I make every solution. I am focusing on good and great outcomes
How I organize everything in my entire life and increase my overall effectiveness
It's super intuitive. Whether you are an enterprise or just a one-person company, you'll have it rolling smoothly. The feature set is well thought out, organized, and structured. You have all you need to run various types of businesses and workflows. Let me stress this one more time – compared to any competitor product on the market, SmartSuite will blow your mind away with how easy and self-explanatory things are. You won't waste time on "learning the system", but instead, you can jump in and start building. Not to mention that pricing policy, which is the most attractive on the market right now. You can easily check it out by comparing offers from other vendors.
Nothing comes to mind. The product is fresh on the market, so I'm looking forward to exploring the "coming soon" features.
SmartSuite allows us to manage the entire business flow within the company. We have stopped using email, jira, google sheets. All these got replaced with a single platform.
The User Interface is really well designed. It's easy to use and visually appealing.
SmartSuite is still a newer company so all the features are not yet available.
Smart Suite helps me to organize my students, lesson plans, student assignments/submissions, grades, and student communications.
The time tracking field simplified our invoicing dramatically and saved us thousands in custom programming.
There are still things in the pipeline. If they are of the same quality as the product thus far, i will be very happy.
We provide consulting in 3 states and bill Medicaid. Each state is unique. We can now create properly formatted invoices for each state at the click of a button.
Is a Data Base and a Project tool , is very custome oriented , the portfolio of solutions is broad and very well done , the helpdesk is incredible ; is the tool I always desire, to organize in the best way my work ;
really there is no weak point , during my experience I always find what i need for my purpose , and what i think will be neccessary , they always put on development .. right now the weak point is a connector with SAP
Mostly for ticketing , controlling , comunication , project management
User Friendly UI/UX and ease of use. Customization of each solution makes it easy for users to build/update platforms with ease.
Still a maturing product that has additional features that needed to be implemented from Product Roadmap
Data Management