SmartSuite

SmartSuite is a modern work management platform designed to unify project tracking, CRM, task automation, and team collaboration into a single, user-friendly workspace. With SmartSuite, teams can manage everything from marketing campaigns to customer support workflows without switching between multiple tools.

Built for flexibility and scalability, SmartSuite helps businesses of all sizes streamline operations, centralize data, and collaborate in real time. Whether you’re a small team tracking deliverables or an enterprise managing cross-functional workflows, SmartSuite adapts to your needs with customizable solutions and templates.

Features

SmartSuite provides an impressive range of features that enable businesses to build their own operational systems—without code.

1. Modular Architecture

Workspaces in SmartSuite are composed of Solutions, which include Apps (tables or modules) that can be customized to fit your process—similar to a blend between Airtable and Monday.com.

2. Drag-and-Drop Builder

Users can design and configure workflows with no coding required. Add fields, views, forms, and automation rules using an intuitive drag-and-drop interface.

3. 40+ Field Types

From text and attachments to formulas, rollups, checkboxes, and lookups—SmartSuite supports over 40 data field types to support robust databases and workflows.

4. Workflow Automation

Automate repetitive tasks with custom triggers, conditions, and actions. Easily create workflows like task assignments, email alerts, or status updates.

5. Collaboration and Communication

Comment on records, tag team members, and share updates in context. All communication is centralized within the workspace to reduce email overload.

6. Built-In Templates

Choose from 200+ prebuilt templates including CRM, project management, HR onboarding, OKRs, bug tracking, and more to get started quickly.

7. Views and Reporting

Toggle between Grid, Kanban, Calendar, Timeline, Chart, and Map views for better visualization. Create dashboards to track KPIs and progress in real-time.

8. Integrations and API Access

SmartSuite integrates with tools like Slack, Gmail, Google Drive, Outlook, and Zapier, and offers an open API for advanced use cases.

How It Works

SmartSuite is built to be intuitive and adaptable. Here’s how a typical setup works:

1. Create or Choose a Solution
   Start with a blank workspace or select from one of the 200+ prebuilt solutions (e.g., CRM, Product Roadmap, HR Portal).

2. Customize Your Apps
   Add fields, workflows, automations, and permissions based on your process. Link multiple apps to create relational databases.

3. Collaborate with Your Team
   Assign tasks, comment in context, and use @mentions to engage stakeholders—all within the app.

4. Visualize and Automate
   Use different views to manage workload and automate recurring actions to streamline execution.

Use Cases

SmartSuite is designed for teams across industries and departments. Popular use cases include:

1. Project Management

Track project phases, assign tasks, monitor deadlines, and visualize dependencies with Gantt and timeline views.

2. CRM and Sales Tracking

Manage leads, pipelines, customer data, and sales activities in a fully customizable CRM system.

3. HR and Onboarding

Coordinate hiring, manage employee data, and automate onboarding checklists and workflows.

4. Marketing Campaigns

Plan content calendars, track campaign performance, and collaborate on assets in a shared workspace.

5. Product Development

Use agile boards, bug trackers, and sprint planning templates to run product teams more effectively.

Pricing

SmartSuite offers flexible pricing tiers designed for teams of all sizes. As of May 2025, the plans include:

1. Free Plan

• Price: $0/user/month

• Best for: Individuals or very small teams

• Features:

  • Up to 3 users

  • Unlimited Solutions

  • 1000 records per Solution

  • Limited automation and integrations

2. Team Plan

• Price: $10/user/month (billed annually)

• Best for: Small teams

• Features:

  • Unlimited users

  • 50,000 records per Solution

  • Full access to templates, views, and automations

  • Standard support

3. Professional Plan

• Price: $25/user/month

• Best for: Growing businesses

• Features:

  • 100,000 records per Solution

  • Advanced permissions

  • More automation runs per month

  • Priority support

4. Enterprise Plan

• Price: Custom

• Best for: Large organizations

• Features:

  • Unlimited records

  • Enterprise-grade security and compliance

  • Dedicated success manager

  • Custom SLAs and integrations

👉 Visit the SmartSuite pricing page for the most current details and feature comparisons.

Strengths

• Highly Customizable
  Suitable for virtually any workflow or business process.

• All-in-One Platform
  Combines the capabilities of a CRM, task manager, database tool, and collaboration suite.

• No-Code Interface
  Easily build powerful workflows without engineering support.

• Extensive Template Library
  Jumpstart your setup with ready-to-use business solutions.

• Affordable Entry Point
  The free and low-cost plans offer generous features for small teams.

Drawbacks

• Learning Curve for Complex Setups
  While user-friendly, larger solutions with relational apps may require onboarding time.

• Limited Native Integrations
  Compared to competitors like Airtable or ClickUp, direct integrations are fewer, though Zapier and API access help bridge the gap.

• Mobile App Functionality
  Mobile apps are available but may lack some of the advanced customization features of the desktop version.

• Dependence on User Training
  Teams may need internal champions to manage setup and training for optimal adoption.

Customer Reviews and Testimonials

SmartSuite has earned positive reviews from teams across industries, particularly for its flexibility and ease of use.

“SmartSuite replaced three tools we were using before. It’s become the backbone of our operations.”
— Operations Manager, SaaS Company

“We built our entire CRM and onboarding process without writing a single line of code.”
— HR Director, Digital Agency

“It feels like Airtable meets Asana, but better suited for scaling businesses.”
— Product Manager, E-commerce Brand

The platform also maintains a strong presence on Product Hunt, where users praise its design and usability.

Conclusion

SmartSuite is a versatile, modern work management platform that empowers teams to build, manage, and automate their workflows in one place. Its modular, no-code architecture makes it accessible to non-technical users while still offering deep functionality for power users.

Whether you’re a startup building your first CRM or an enterprise managing complex project portfolios, SmartSuite offers the flexibility and scalability needed to centralize operations and improve collaboration across teams.