SmartSuite | One Platform for Managing Work

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Inside This Article:

How SmartSuite Can Help

SmartSuite Features

How to Use SmartSuite

SmartSuite Pricing

SmartSuite Free Plan

SmartSuite Team Plan

SmartSuite Professional Plan

SmartSuite Enterprise Plan

SmartSuite Signature Plan

SmartSuite Activity History

SmartSuite Card View

SmartSuite Create New Workflows

SmartSuite Document Designer

SmartSuite Alternatives

SmartSuite is it Worth it?

Frequently Asked Questions

SmartSuite is an all-in-one platform that streamlines workflows, automates tasks, and enhances team collaboration.

SmartSuite is an all-in-one work management platform designed to help businesses streamline their workflows, enhance collaboration, and optimize processes. It offers a powerful suite of customizable tools that allow teams to automate tasks, track progress, and manage projects with ease. Whether you’re organizing data, coordinating team efforts, or managing complex workflows, SmartSuite provides a flexible, scalable solution that adapts to your unique business needs. With its user-friendly interface and robust integrations, SmartSuite empowers teams to work smarter, achieve greater efficiency, and drive business success.

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SmartSuite | One Platform for Managing Work
SmartSuite | One Platform for Managing Work
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Manage your business workflows on a single, unified platform.

SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage any workflow - whether it be a project, an ongoing process or routine everyday tasks.

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How SmartSuite Can Help Your Business

SmartSuite can help your business by simplifying and automating key processes, improving team collaboration, and driving greater efficiency across departments. With its customizable workflows, you can tailor the platform to meet the unique needs of your business, ensuring that all tasks are organized, tracked, and completed on time. SmartSuite’s powerful reporting and analytics tools provide real-time insights, helping you make informed decisions and optimize performance. By centralizing data, automating repetitive tasks, and fostering seamless communication, SmartSuite enables your team to focus on high-priority work, leading to improved productivity and faster growth for your business.

How SmartSuite Can Help Your Business

SmartSuite Features

SmartSuite offers a wide range of powerful features designed to streamline workflows, enhance collaboration, and boost productivity. Key features include:

  1. Customizable Workflows: Tailor workflows to meet your business needs, automate tasks, and ensure seamless process management.

  2. Project Management: Organize and track projects with features like task assignments, due dates, and progress tracking, ensuring teams stay on schedule.

  3. Real-Time Collaboration: Collaborate effortlessly with team members in real-time, share files, leave comments, and keep everyone in the loop.

  4. Automation: Automate repetitive tasks, reminders, and notifications, reducing manual effort and improving efficiency.

  5. Data Integration: Easily integrate SmartSuite with other software tools you already use, ensuring smooth data flow across platforms.

  6. Analytics and Reporting: Gain valuable insights into your business with customizable reports and dashboards, making data-driven decision-making easier.

  7. Document Management: Store, organize, and share important documents securely, all within the platform.

  8. Mobile Access: Stay productive on the go with full mobile support, allowing access to your projects and tasks anytime, anywhere.

  9. Scalability: SmartSuite scales with your business, supporting everything from small teams to large organizations with varying needs.

These features combine to create an intuitive, flexible platform that improves team collaboration, task management, and overall business efficiency.

 

SmartSuite Features

How to Use SmartSuite

 

Using SmartSuite is straightforward, and it is designed to be intuitive for teams of all sizes. Here’s a general guide on how to get started with SmartSuite:

  1. Sign Up and Set Up Your Account:
    • Start by signing up for a SmartSuite account on their website.
    • Once registered, you’ll be prompted to set up your workspace, where you can create different teams or departments to organize your projects.
  2. Create and Customize Your Workspace:
    • After setting up your account, create workspaces for different departments or functions like marketing, sales, or operations.
    • Customize the workspace to align with your business processes, adding tasks, workflows, and projects specific to each team.
  3. Build Custom Workflows:
    • SmartSuite lets you create workflows tailored to your needs. You can add task lists, assign roles, set deadlines, and automate specific actions like notifications or task updates.
    • Use the pre-built templates for common workflows or create your own from scratch.
  4. Add Projects and Tasks:
    • For each workspace, you can create projects and assign tasks to team members.
    • Each task can include descriptions, attachments, due dates, and priority levels to ensure clarity and accountability.
  5. Collaborate in Real-Time:
    • SmartSuite provides features like comments, mentions, and document sharing within tasks to enable seamless collaboration across teams.
    • Team members can communicate, track changes, and stay aligned on objectives in real time.
  6. Automate Repetitive Tasks:
    • Leverage SmartSuite’s automation features to reduce manual effort. You can set up triggers and actions that automatically move tasks, send reminders, or update statuses based on predefined criteria.
  7. Track Progress and Analyze Data:
    • Monitor project and task progress through visual dashboards and status reports. Use SmartSuite’s analytics tools to gain insights into team performance, project timelines, and resource allocation.
    • Customize reports to focus on metrics that matter most to your business.
  8. Integrate with Other Tools:
    • SmartSuite integrates with various third-party apps and services, allowing you to sync data across platforms and improve efficiency.
    • Connect tools like Google Drive, Slack, and Zapier to centralize all your data and workflows within SmartSuite.
  9. Mobile Access:
    • Stay connected and productive by using SmartSuite on mobile devices. The mobile app gives you access to projects, tasks, and communications wherever you are.
 

By following these steps, you can make full use of SmartSuite’s features to streamline your workflows, improve team collaboration, and enhance overall productivity.

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SmartSuite Pricing

 

SmartSuite offers a range of flexible pricing plans designed to meet the needs of businesses of all sizes, from individuals and small teams to large enterprises.

Free Plan
Cost: $0 per user/month
Ideal For: Individuals or small teams just getting started with SmartSuite

The Free Plan is perfect for individuals or small teams who want to explore SmartSuite’s capabilities. It includes essential features such as 3 users, 5 solutions, 1,200 records per solution, and 100MB of file storage. It’s a great way to start managing workflows, organizing data, and improving productivity at no cost.

Team Plan
Cost: $10 per user/month (billed annually)
$12 per user/month (billed monthly)
Ideal For: Teams that need a better way to manage workflows

The Team Plan is designed for teams that require a more efficient way to manage projects and workflows. It includes unlimited users, unlimited solutions, 5,000 records per solution, 50GB of file storage, and 30 days of recycle bin retention. With additional features and flexibility, this plan is perfect for growing teams looking to enhance collaboration and streamline processes.

Professional Plan
Cost: $25 per user/month (billed annually)
$28 per user/month (billed monthly)
Ideal For: Teams and departments who need more advanced features to manage their workflows

The Professional Plan is ideal for teams or departments requiring more advanced features. It includes unlimited users, unlimited solutions, 50,000 records per solution, 100GB of file storage, and 45 days of recycle bin retention. This plan offers enhanced functionality for businesses seeking to optimize complex workflows and scale their operations.

Enterprise Plan
Cost: $35 per user/month (billed annually)
$41 per user/month (billed monthly)
Ideal For: Organizations that need scalable workflows with advanced features, security, and support

The Enterprise Plan is tailored for large organizations that require scalable workflows, advanced features, and premium support. It includes unlimited users, unlimited solutions, 250,000 records per solution, 500GB of file storage, and 60 days of recycle bin retention. This plan is perfect for enterprises seeking robust workflow management and dedicated customer support.

Signature Plan
Cost: Contact Sales for pricing
Ideal For: Businesses that need custom solutions and tailored features

The Signature Plan offers complete flexibility, allowing businesses to create a personalized plan with custom limits and features. Whether you need more records, automations, API calls, file storage, or extended activity history, this plan can be customized to your business needs. To get started, contact the SmartSuite sales team to discuss your unique requirements and receive a tailored solution.

SmartSuite’s pricing plans are designed to grow with your business, providing the tools and support necessary to optimize workflows, enhance collaboration, and scale operations at every stage of your business journey.

 

SmartSuite Pricing

SmartSuite Free Plan

 

Key Features of the SmartSuite Free Plan:
  • 3 Users: Perfect for individuals or small teams to get started with SmartSuite.
 
  • 5 Solutions: Create and manage up to five customizable solutions to organize your projects and workflows.
 
  • 1,200 Records per Solution: Store and manage up to 1,200 records within each solution, ideal for managing moderate amounts of data.
 
  • 100MB of File Storage: Securely store files and documents with 100MB of total storage space.
 
  • 14 Days Recycle Bin: Recover deleted data within 14 days, ensuring peace of mind in case of accidental deletions.
 

The Free Plan provides essential features to help small teams and individuals streamline workflows, improve organization, and boost productivity without any cost.

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SmartSuite Team Plan

 

Key Features of the SmartSuite Team Plan:
  • Unlimited Users: Add as many team members as needed to collaborate and manage projects without restrictions.
 
  • Unlimited Solutions: Create an unlimited number of customizable solutions to organize and track various workflows and processes.
 
  • 5,000 Records per Solution: Manage up to 5,000 records per solution, providing ample space for growing data needs.
 
  • 50GB of File Storage: Store and manage up to 50GB of files and documents securely, enabling seamless file sharing and storage across your team.
 
  • 30 Days Recycle Bin: Retrieve deleted records within 30 days, ensuring data safety and recovery options.
 
  • Automation and Workflow Management: Automate tasks and processes to save time and increase efficiency across projects.
 
  • Collaboration Tools: Enhance team communication with real-time updates, comments, and file sharing within tasks and projects.
 

The Team Plan is designed to scale with your growing business needs, offering flexibility and robust features to improve collaboration, task management, and overall workflow efficiency.

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SmartSuite Professional Plan

 

Key Features of the SmartSuite Professional Plan:
  • Unlimited Users: Add an unlimited number of users, enabling your entire team or department to collaborate and work seamlessly.
 
  • Unlimited Solutions: Create as many customizable solutions as needed to manage diverse workflows, processes, and projects.
 
  • 50,000 Records per Solution: Manage up to 50,000 records per solution, allowing for the handling of larger datasets and more complex workflows.
 
  • 100GB of File Storage: Securely store and manage up to 100GB of files, ensuring all your documents, images, and other assets are organized and accessible.
 
  • 45 Days Recycle Bin: Recover deleted records within 45 days, providing more flexibility for data recovery.
 
  • Advanced Reporting & Analytics: Gain deeper insights into your projects and performance with advanced reporting and customizable dashboards.
 
  • Automation & Integrations: Automate workflows and integrate with other tools to streamline processes and improve productivity.
 
  • Collaborative Tools: Collaborate in real-time with features like task comments, mentions, file sharing, and @mentions for better communication and task tracking.
 

The Professional Plan is designed for teams and departments that require more advanced features for efficient workflow management, making it ideal for businesses scaling operations and seeking greater customization and control.

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SmartSuite Enterprise Plan

 

Key Features of the SmartSuite Enterprise Plan:
  • Unlimited Users: Scale your team without limits by adding as many users as needed, making it ideal for large organizations.
 
  • Unlimited Solutions: Create and manage an unlimited number of solutions, allowing for diverse workflows across different departments and teams.
 
  • 250,000 Records per Solution: Handle up to 250,000 records per solution, enabling the management of large datasets and complex projects.
 
  • 500GB of File Storage: Store and manage up to 500GB of files securely, supporting large volumes of documents, images, and data across your enterprise.
 
  • 60 Days Recycle Bin: Enjoy an extended 60-day period to recover deleted records, offering enhanced data protection and recovery options.
 
  • Advanced Automation & Workflows: Set up advanced automations, triggers, and custom workflows to streamline operations and improve efficiency at scale.
 
  • Enhanced Security & Permissions: Take advantage of robust security features, including advanced user roles, permissions, and audit logs, ensuring your data is protected.
 
  • Priority Support: Access dedicated, priority support to resolve any issues quickly, ensuring your team’s productivity remains uninterrupted.
 
  • Custom Integrations: Integrate with a wide range of third-party tools and software to create a unified, seamless ecosystem for your business operations.
 

The Enterprise Plan is tailored for large organizations that need robust, scalable solutions with advanced features, top-tier security, and dedicated support to manage complex workflows and drive growth.

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SmartSuite Signature Plan

 

Key Features of the SmartSuite Signature Plan:
  • Customizable Limits and Features: Tailor your plan to meet your specific business needs, including custom limits for records, file storage, automation, and more.
 
  • Flexible Pricing: The Signature Plan offers a flexible pricing structure based on your unique requirements, ensuring you only pay for what you need.
 
  • Unlimited Users: Add as many users as necessary, enabling seamless collaboration across large teams and departments.
 
  • Unlimited Solutions: Create and manage an unlimited number of solutions, giving you full control over how your workflows and projects are organized.
 
  • Extended File Storage: Customize the amount of file storage you need, with the option to scale based on your business’s data requirements.
 
  • Extended Data Retention: Benefit from extended data retention policies for your recycle bin and activity history, offering greater flexibility for data recovery.
 
  • Advanced Automations and API Calls: Enhance your workflows with more advanced automations, integrations, and API call limits, enabling you to scale and streamline processes.
 
  • Dedicated Account Manager: Access personalized support from a dedicated account manager to help optimize your usage of SmartSuite and ensure your plan aligns with your business goals.
 
  • Tailored Support and Services: Get access to tailored support services, including strategy sessions, regular check-ins, and personalized training to maximize the value of SmartSuite.
 

The Signature Plan is designed for businesses that need complete flexibility and customization, offering a fully tailored solution that adapts to your growing and evolving business needs. To get started, contact the SmartSuite sales team to discuss your specific requirements and receive a personalized quote.

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SmartSuite Activity History

 

SmartSuite’s Activity History feature provides a comprehensive log of all actions and updates within your workspace, ensuring that every change, task completion, or comment is tracked in real-time. This feature is essential for maintaining transparency and accountability across teams, as it allows users to view detailed records of who did what and when. Whether it’s changes to a solution, updates to tasks, or comments added to a project, Activity History keeps an organized timeline of all activities. This not only aids in tracking project progress but also helps resolve any potential issues, as users can quickly identify actions and decisions that led to specific outcomes. For teams with complex workflows, Activity History offers an invaluable tool for oversight and collaboration, enhancing the overall management of tasks and projects.

SmartSuite Activity History

SmartSuite Card View

 

SmartSuite’s Card View offers a visually intuitive way to manage and organize tasks, projects, and workflows. This feature presents data in a card-style format, where each task or record is displayed as an individual card that can be easily viewed, edited, and moved across different stages of a workflow. The Card View is highly customizable, allowing users to choose which fields to display on each card, making it easy to focus on the most important information at a glance. Users can drag and drop cards to update their status, assign tasks, or move items between different categories or stages, promoting an efficient and collaborative workflow. Whether you’re managing a single project or multiple tasks across various teams, Card View simplifies the process by offering a clear, organized, and visual representation of work in progress.

SmartSuite Card View

SmartSuite Create New Workflows

 

SmartSuite allows users to create new workflows with ease, enabling businesses to streamline and automate their processes. With its flexible workflow builder, users can design custom workflows tailored to their specific needs, whether for project management, data tracking, or task coordination. The process begins by defining the steps in the workflow, where tasks can be assigned to specific team members, set with deadlines, and linked to various actions or triggers. SmartSuite’s intuitive interface allows for simple drag-and-drop functionality to arrange tasks and dependencies. Additionally, users can automate repetitive tasks, such as notifications, reminders, or status updates, ensuring that processes run smoothly without manual intervention. By creating new workflows, teams can improve collaboration, maintain consistency, and enhance productivity across all business operations.

SmartSuite Create New Workflows

SmartSuite Document Designer

 

SmartSuite’s Document Designer is a powerful tool that allows users to create customized documents directly within the platform. This feature provides an intuitive, drag-and-drop interface for designing documents such as reports, invoices, proposals, and other business-critical materials. Users can easily add fields, text, images, and dynamic data from their solutions and workflows, ensuring that each document is tailored to their needs. The Document Designer enables seamless integration with SmartSuite’s record data, allowing real-time updates and the ability to generate documents automatically based on specific conditions or workflows. This feature not only saves time by reducing manual document creation but also ensures consistency and accuracy across all generated materials. Whether for internal reports, client-facing documents, or detailed project summaries, SmartSuite’s Document Designer provides a flexible and efficient solution to streamline document creation and management.

SmartSuite Document Designer

SmartSuite Alternatives

 

There are several SmartSuite alternatives that offer similar project management, workflow automation, and team collaboration features. Each tool has its unique strengths, depending on the specific needs of your business. Here are a few notable alternatives:

  1. Trello: Known for its simplicity and ease of use, Trello is a visual collaboration tool that allows users to organize tasks using boards, lists, and cards. It’s ideal for small teams or individuals looking for an intuitive and flexible way to track progress on projects. While it lacks some advanced automation and reporting features, Trello is a great starting point for those needing basic task management and collaboration.

  2. Asana: Asana is a highly versatile project management platform that enables teams to manage tasks, projects, and workflows. It offers features like task tracking, automation, reporting, and integrations with various tools. Asana’s focus on team collaboration, alongside its detailed project timelines, makes it a strong choice for teams needing more robust project management capabilities.

  3. Monday.com: Monday.com provides a visually rich interface for managing work and tracking progress. Its key features include customizable workflows, task automation, real-time collaboration, and advanced reporting. It is particularly strong in visualizing project timelines and data, making it a favorite for teams that value clear and concise project tracking.

  4. ClickUp: ClickUp is a highly customizable project management tool that allows teams to manage everything from tasks to docs and goals in one place. It offers features like time tracking, advanced reporting, workflow automation, and integrations with other tools. Its flexibility and scalability make it suitable for both small teams and large enterprises.

  5. Wrike: Wrike is a robust project management and collaboration tool designed for teams of all sizes. It offers task management, time tracking, Gantt charts, document sharing, and real-time collaboration. Wrike is known for its powerful reporting and task automation capabilities, making it a solid choice for teams requiring more advanced project management features.

  6. Airtable: Airtable combines the simplicity of a spreadsheet with the power of a database, allowing users to manage tasks, projects, and data in a highly customizable way. It offers a flexible and visually appealing interface, automation, and integration capabilities. Airtable is especially popular for teams that need to manage data-driven projects and workflows with ease.

  7. Zoho Projects: Zoho Projects is part of the Zoho suite and offers a comprehensive project management solution with task tracking, time tracking, Gantt charts, and document management. It also integrates with other Zoho tools, making it a solid choice for businesses already using Zoho CRM or other Zoho products.

Each of these SmartSuite alternatives offers unique features and pricing structures, so the best choice depends on your team’s specific requirements, size, and desired functionalities. Whether you prioritize simplicity, customization, or robust reporting, there is a solution to fit your business needs.

SmartSuite is it Worth it?

 

SmartSuite is definitely worth considering for businesses looking for a comprehensive, all-in-one solution to manage workflows, collaborate with teams, and automate processes. It offers a robust set of features, including customizable workflows, task management, automation, and powerful data management tools, making it suitable for teams of all sizes. Whether you’re a small business or a large enterprise, SmartSuite’s scalability allows you to start with basic features and gradually expand as your needs grow. Additionally, its flexible pricing plans cater to different team sizes and requirements, from startups to large organizations. The intuitive user interface and the ability to create tailored solutions for specific business needs make SmartSuite a valuable tool for improving productivity, organization, and collaboration across various industries. However, it’s important to consider your specific needs and compare it with other project management tools to ensure it’s the best fit for your business.

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Disclosure: We are an independent entity from SmartSuite. We are not an agent or employee of  SmartSuite Forms and have no authority to make a binding contract or represent SmartSuite Forms. We receive referral payments from SmartSuite Forms. The opinions expressed here are our own and shall NOT be interpreted or considered as representations, guarantees, or statements by SmartSuite Forms.

Frequently Asked Questions

SmartSuite offers several plans:

  • Free Plan: $0 per user/month
  • Team Plan: $10 per user/month (annual) or $12 (monthly)
  • Professional Plan: $25 per user/month (annual) or $28 (monthly)
  • Enterprise Plan: $35 per user/month (annual) or $41 (monthly)
  • Signature Plan: Custom pricing

Yes, SmartSuite offers affordable pricing with plans starting at $0 for small teams and $10 per user/month for larger teams, making it a cost-effective solution for businesses of all sizes.

No, SmartSuite does not have hidden fees. The pricing is straightforward, with clear monthly or annual rates for each plan, and any additional costs are outlined upfront.

SmartSuite offers a discount for annual billing, where you pay less per user/month compared to monthly billing. For custom pricing or larger enterprise needs, you can also contact their sales team for potential discounts.

SmartSuite does not explicitly offer a money-back guarantee, but it provides a free trial for all plans, allowing users to try the platform before committing to a subscription.

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