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SmartSuite

SmartSuite

The single platform for operational excellence and team alignment.

#3 dans Customer Relationship Management
1 время чтения · Обновлено 10/6/2025
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At a glance

Quick overview for SmartSuite: rating, pricing summary, key features, and highlights.

Обзор Ciroapp

4.5
Configurable Workflow Hub for Teams

We found SmartSuite to be a powerful platform focused on boosting operational efficiency and organizational alignment. It offers deep customization, strong automation features, and clear tiered pricing, allowing teams to build flexible solutions without requiring coding expertise. Overall, this is a robust option for organizations moving beyond simple task management toward complex process workflow management.

Плюсы

  • Pro:Deep process customization for highly tailored solutions.
  • Pro:Powerful automation engine using triggers, AI, and webhooks.
  • Pro:Flexible pricing structure that includes a permanent free tier.
  • Pro:Extensive integration capability (20+ native, 6,000+ via Zapier).

Минусы

  • Con:Paid plans require a minimum number of billable users, starting at three.
  • Con:Higher tiers can become substantially expensive for very large organizations.
  • Con:The vast array of features may present a steep initial learning curve.
  • Con:File storage limits are modest on lower-tier plans.
Бесплатная пробная версия
Yes — 14 дней
Диапазон: $0–$45/user/month (billed annually)Free plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing
This section is a summary. Detailed sections about features, use cases, pricing, and reviews follow below.
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Обзор SmartSuite, цены, функции, плюсы и минусы

Are you tired of juggling disconnected systems and struggling with real-time visibility? Siloed data often slows down vital operations and hides critical information.

SmartSuite fixes this problem. It centralizes your workflows, automates tasks across your entire organization, and provides the clarity you need to move forward efficiently. ✨

Что такое SmartSuite?

SmartSuite is a powerful, flexible platform designed to streamline operations across your entire organization. It focuses on turning complex, siloed departmental work into integrated, manageable workflows.

Whether you’re handling compliance, managing IT tickets, or driving sales, SmartSuite allows teams to build customized solutions without requiring any dedicated coding. It’s built for businesses looking to gain speed, accountability, and essential visibility in handling their daily tasks. 💡

SmartSuite Ключевые функции

✨ Build Customized Solutions Without Code

SmartSuite is designed to be a flexible platform where you can build solutions that fit your organization perfectly. You don't need dedicated coding skills to begin designing customized workflows. This power means you can handle everything from simple internal approval requests to complex needs like sophisticated Governance, Risk, and Compliance requirements.

The platform allows you to customize solutions for any methodology your team uses. Whether you run agile sprints, waterfall projects, or a hybrid approach, SmartSuite supports your process. This flexibility ensures greater accountability and gives you the organizational speed needed to manage programs at scale.

✨ Intelligent Workflow Automation

Accelerate your operations by letting the powerful automation engine handle routine work. SmartSuite helps business run more efficiently by significantly reducing heavy manual effort. You simply set up triggers and actions to ensure work keeps moving smoothly.

These automations can assign work, automatically update records, and keep stakeholders informed through email or channel notifications. SmartSuite uses webhooks and AI to allow for complex scaling, ensuring processes like IT escalations or customer success follow-ups happen reliably and instantly.

✨ Connect Your Entire Tech Ecosystem

Stop juggling disconnected systems; SmartSuite was built specifically for integration. You can easily unify your tools and data by accessing over 20 native integrations right away. Key applications like Salesforce, Slack, Gmail, HubSpot, and QuickBooks can all be integrated.

For broader syncs, SmartSuite connects directly to Zapier and Make. This access opens the door to syncing with more than 6,000 additional apps. You can automate complex cross-platform workflows and keep everything essential in sync without writing a single line of code.

✨ Centralized Visibility and Real-Time Reporting

Achieve complete clarity and transparency across your entire operation through centralized management. SmartSuite brings teams, tasks, timelines, and resources into one cohesive platform. This prevents siloed data that often slows down vital processes.

Dynamic dashboards and reports give you real-time visibility into progress, performance, and roadblocks. You can monitor utilization, track SLAs for IT, and align cross-functional teams with confidence to ensure every project stays on track. This visibility is essential for operational control.

✨ Secure Data Management and Auditing

Easily transition your existing information into SmartSuite using the guided import wizard. You can map fields and preview your content, completing the data migration in just a few short steps. No specific technical skills are required to execute the transfer.

For security and expansion, SmartSuite helps teams maintain audit-ready records. The platform supports enforcement controls for departments like Legal and Finance. Additionally, a secure, well-documented public REST API is available, allowing developers to create, read, update, or delete data for custom application and syncing needs.

✨ Solutions Across the Organization

SmartSuite acts as a single platform designed to streamline essential operations across the entire organization. It covers a vast range of functional areas, allowing teams to start quickly using proven templates.

Whether you need to manage marketing campaigns, track IT incidents, coordinate construction projects, or handle finance approvals, the platform is ready. Key business areas supported include:

Варианты использования

🔒 Maintaining Compliance and Managing Risk

Organizations struggle to handle complexity when dealing with risk, security, and compliance. SmartSuite provides a solution that centralizes your critical GRC workflows immediately. You can automate security assessments, policy enforcement, and sophisticated controls entirely within the platform.

This delivers greater operational visibility and helps you maintain audit-ready records without relying on disconnected legacy systems.

💻 Modernizing IT Service Delivery

IT teams need intuitive tools that match their operational speed and complexity. SmartSuite helps you streamline service requests, manage incidents, and track all assets in one place. Teams design simple, no-code workflows that match how they truly operate.

You can automate escalations and monitor service level agreements (SLAs) easily, ensuring faster support.

🚀 Delivering Large Programs On Time

Planning and delivering complex, cross-functional projects requires detailed organization and alignment. SmartSuite brings all your teams, time constraints, tasks, and resources into one flexible environment. You can customize workflows for any methodology, whether it is Agile, Waterfall, or a hybrid approach.

This ensures every project is tracked correctly, keeping large programs aligned and minimizing costly delays.

💸 Accelerating Procurement and Spend Control

Manual procurement processes often delay essential purchases and critical approvals. SmartSuite acts as a single platform for managing sourcing, purchasing cycles, and vendor relationships. Teams get customizable workflows to track requests, contracts, and supplier performance end-to-end.

This approach accelerates procurement significantly while helping finance enforce controls and ensure policy compliance.

🚨 Setting Up Automated Security Response

When a security incident occurs, immediate and structured response is essential. SmartSuite helps security teams centralize all alerts and incident resolution workflows quickly. You can customize response plans and link incidents directly to their root causes or necessary investigations. Crucially, you use automation to ensure action is taken instantly.

Here’s how an automated response works:

  • When Issue Status is changed to Qualified
  • Send an SMS automatically to the Response Team
  • Document all resolution steps for auditing purposes

⭐ Scaling Customer Success and Reducing Churn

Delivering proactive and personalized customer experiences strengthens relationships. SmartSuite provides a connected platform to manage customer onboarding, success plans, and retention efforts. You can automate key follow-up tasks and track health scores across your entire base.

This provides visibility into every stage of the customer journey, helping you reduce churn and strengthen relationships.

📈 Customizing Sales Pipeline Management

Generic Customer Relationship Management (CRM) tools often fail to align with unique sales processes. SmartSuite lets you build a CRM that is entirely flexible and designed for visibility. You can manage pipelines, track specific deals, and customize stages for lead scoring.

This allows your sales teams to operate efficiently and focus on closing deals faster with real-time insights.

Обзор цен для SmartSuite

Диапазон цен
$0–$45/user/month (billed annually)
Типы цен
Free plan, Free trial, Monthly subscription, Yearly subscription, Per seat pricing

SmartSuite uses a per-user pricing model with four standard tiers, ranging from a free option for individuals to an Enterprise plan for large organizations. Paid plans start at $12 per user monthly when billed annually, requiring a minimum of three billable users.

Планы и цены

Free

Месячные$0
Годовые$0
100MB of File Storage, 14 Days Recycle Bin
  • 3 Users
  • 5 Solutions
  • 1,000 Records per Solution
Start Free Trial

Team

Месячные$15
Годовые$12
50GB of File Storage, 30 Days Recycle Bin
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
Start Free Trial

Professional

Месячные$34
Годовые$30
100GB of File Storage, 45 Days Recycle Bin
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
Start Free Trial

Enterprise

Месячные$50
Годовые$45
500GB of File Storage, 60 Days Recycle Bin
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
Start Free Trial

Signature Plan

МесячныеCustomized
ГодовыеCustomized
No fixed limits
  • Complete flexibility and tailored usage limits
  • Custom requirements for records, automations, and file storage
Contact Sales

SmartSuite costs between $0 and $45 per user, per month with five plans: Free at $0, Team at $12 (annually), Professional at $30 (annually), Enterprise at $45 (annually), and the custom Signature Plan.

SmartSuite aims to simplify your decision by offering plans that truly grow with you.

Free

Price: $0 PER USER / MONTH Websites Supported: Not explicitly stated Best For: Individuals or small teams just getting started with SmartSuite Refund Policy: Not explicitly stated Other Features:

  • 3 Users
  • 5 Solutions
  • 1,000 Records per Solution
  • 100MB of File Storage
  • 14 Days Recycle Bin

This is a great starting place if you want to explore the platform without any financial commitment. It’s perfect for testing out the core functions and organizing small, personal projects.

Team

Price: $12 PER USER / MONTH Billed annually or $15 billed monthly Websites Supported: Not explicitly stated Best For: Teams that need a better way to manage workflows Refund Policy: Not explicitly stated Other Features:

  • Minimum 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin

The Team plan is designed for growing teams seeking dedicated workflow management. If you need more storage and records than the Free plan offers, this tier provides a solid step up for collaboration.

Professional

Price: $30 PER USER / MONTH Billed annually or $34 billed monthly Websites Supported: Not explicitly stated Best For: Teams and departments who need more advanced features to manage their workflows. Refund Policy: Not explicitly stated Other Features:

  • Minimum 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin

Choose the Professional plan if your department requires access to advanced tools and significantly higher data capacity. This tier supports more complex operations with larger record limits.

Enterprise

Price: $45 PER USER / MONTH Billed annually or $50 billed monthly Websites Supported: Not explicitly stated Best For: Organizations that need scalable workflows with advanced features, security, and support. Refund Policy: Not explicitly stated Other Features:

  • Minimum 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin

The Enterprise plan is tailored for large organizations prioritizing security, scale, and comprehensive support. It includes the highest storage and record limits offered in the standard plans, ensuring you have the capacity needed for large-scale operations.

Signature Plan

Price: Contact Sales Websites Supported: Not explicitly stated Best For: Organizations needing tailored usage limits and features Refund Policy: Not explicitly stated Other Features:

  • Complete flexibility for custom requirements
  • Tailored usage limits (records, automations, file storage)
  • Extended activity history options

If the standard tiers don't quite fit your extensive organizational needs, the Signature Plan offers complete customization. You'll work directly with the sales team to define your specific requirements, limits, and features.

If you’re ready to start, you can easily access the platform via the Free plan or begin a free 14-Day Trial. A credit card is not required to start the trial, making it simple to evaluate SmartSuite before committing to a subscription plan. 👍

Отзывы пользователей

We were unable to incorporate specific user reviews from Trustpilot or Capterra for this assessment. The provided inputs contained the necessary URLs but lacked concrete user snippets detailing external sentiment.

Consequently, this section cannot report on recurring themes regarding support responsiveness, data reliability, or the user experience with onboarding and integrations. We know that platforms like SmartSuite, which focus heavily on comprehensive workflow management and deep customization, often provide excellent structural power.

The strong features, including extensive automation, flexible tiers, and a permanent free option, suggest high intrinsic value. However, without direct user testimony, we cannot confirm common user opinions on pricing value or daily ease of use.

Potential users should visit the listed Capterra page to gather current community feedback directly. 🚫

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Почему использовать SmartSuite?

Stop wasting time trying to manually sync disparate systems. SmartSuite gives you true operational control and efficiency by bringing everything into one place. This allows you to manage programs at scale and align every cross-functional team with confidence.

Here is why you should choose SmartSuite:

  • ✅ Customize Your Operations: Design solutions and workflows that fit your exact business needs. Customize everything from sophisticated GRC requirements to simple internal approvals.
  • Automate Complex Processes: Reduce manual effort dramatically using the powerful automation engine. Use triggers, webhooks, and AI to ensure work keeps moving smoothly.
  • Integrate Your Ecosystem: Unify your tools easily. SmartSuite offers 20+ native integrations and connects to over 6,000 additional apps using Zapier and Make.
  • Gain Real-Time Visibility: Achieve clarity and transparency by monitoring performance, progress, and roadblocks across all teams with dynamic reports and dashboards.
  • Maintain Audit-Ready Records: Ensure compliance and security with clear documentation. For areas like Governance and Finance, SmartSuite helps enforce controls and maintain accountability.

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SmartSuite Альтернативные инструменты

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Часто задаваемые вопросы

How does SmartSuite’s per-user pricing model work?

You purchase licenses based on the number of users in your team. Paid plans require a minimum number of billable users, starting at three for the Team plan and increasing for Professional and Enterprise tiers. Choosing annual billing offers a significant discount compared to the monthly rates.

Does SmartSuite offer a refund or money-back guarantee if we are unsatisfied?

A specific money-back guarantee or refund policy is not explicitly stated on the official site. SmartSuite does offer a permanent free plan and a 14-day free trial to allow full platform evaluation before commitment.

What are the details of the free trial, and is a credit card required to start?

The free trial lasts for 14 days, offering a good opportunity to evaluate the platform’s features. Importantly, you do not need to provide a credit card to begin the trial.

What happens if our team exceeds the usage limits for records, storage, or automations?

The pricing table clearly outlines monthly quotas for records, storage, and automation runs for each plan. However, the site does not explicitly state the penalty or cost incurred if these limits are exceeded.

Which security certifications and compliance standards does SmartSuite meet?

SmartSuite maintains certifications including SOC 2 Type II and ISO 27001. They also ensure compliance with GDPR and offer HIPAA compliance with a signed BAA available for qualified higher-tier plans.

What integration methods are available to connect SmartSuite with my other business tools?

SmartSuite supports over 20 native integrations and connects to over 6,000 additional apps using Zapier and Make. Developers can also use the secure, token-based public REST API and Webhooks for custom integrations.

Are there specialized support options for Enterprise plan customers?

Yes, Enterprise customers receive Priority Support via email and access to real-time chat support. A dedicated Customer Success Manager is available for customers on an annual plan with 25 or more licensed users.

Which account security features are available in the higher-tier plans?

The platform offers Two-Factor Authentication across most plans. Enterprise and Signature plans include advanced features like SAML-based Single Sign-On (SSO), SCIM provisioning, Audit Logs, and IP Address Restrictions.

Can we pay by invoice, or must we use a credit card?

Payment by invoice is available, but this option is only offered to customers on the Enterprise or Signature plans who purchase their subscription through the sales team.

How can we migrate existing data from spreadsheets or other tools into SmartSuite?

SmartSuite provides an easy-to-use import wizard for bringing in existing data quickly. This allows you to map fields and preview content from CSV files, spreadsheets, and other sources.

Does SmartSuite support multiple languages and offer data residency options?

The platform is fully localized, supporting 15 languages, including Spanish, German, French, and Japanese. European data residency is available for organizations that need their workspace data stored in the EU.

What resources are available to help onboard my team and learn the platform?

SmartSuite offers comprehensive resources, including Onboarding Guides, getting started videos, and the SmartSuite Academy. They also host Daily Office Hours and live training workshops multiple times a week.

How long are deleted records stored before they are permanently removed?

Deleted items are moved to the Recycle Bin, with retention time varying by plan. The Free plan retains data for 14 days, while the Enterprise plan extends this history to 60 days.

What type of organization is the Enterprise plan designed for?

The Enterprise plan is built for large organizations requiring scalable workflows, advanced security, and comprehensive support features. It includes the highest standard limits on records, storage, and automations.

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