SmartSuite empowers teams to centralize and streamline all aspects of work—from project planning and task execution to CRM, document creation, and process automation—within one flexible, no‑code platform. Built on a modern cloud architecture, SmartSuite adapts to the unique needs of organizations, whether you're a startup, SMB, or global enterprise.
At its core lies a customizable workspace where users can leverage hundreds of industry and function‑specific templates—covering areas like project management, governance, CRM, HR, finance, IT, legal, and more—to quickly stand up workflows and processes. These templates can be tailored via an intuitive drag‑and‑drop interface, letting users define field types, layouts, automations, and permissions without writing a single line of code .
SmartSuite fosters real‑time collaboration and visibility through shared dashboards, Gantt and Kanban boards, timeline views, live document editing (SmartDocs), and comment threads embedded directly within records. Integrated time tracking, file management, and robust reporting—plus advanced automation triggered by conditions or scheduled events—help teams eliminate redundant tasks and stay aligned.
Security and access control are key: per‑user permissions, role-based access, and shared directories ensure that sensitive workflows and documents remain protected. Deleted items can be retrieved via the recycle bin .
SmartSuite integrates seamlessly with popular tools (e.g. Slack, Google Workspace, HubSpot), enabling workflows to span across systems, increasing efficiency and data consistency .
Trusted by over 5,000 organizations worldwide, SmartSuite is designed to replace fragmented point tools—like spreadsheets, chat apps, and siloed CRMs—with a unified platform adaptable to evolving business needs. |
