Detailed Full Review of SmartSuite: All you need to know (2024)

Activity tracking platform built for businesses, designed for people and loved by teams.

SmartSuite
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4.1

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What is SmartSuite?

Si Airtable, Notion and monday.com were falling into a blender, SmartSuite is what you would pour.

SmartSuite brings enterprise-level processes and tasks together with what you need to do every day. It is a project management tool designed for today's virtual workforce, with automations and a simple to use interface that make your work easier.

If you're currently using spreadsheets, MS Planner, or trying to put multiple systems together, then SmartSuite could be perfect for you.

If you've always thought that managing on spreadsheets wasn't enough but couldn't find an alternative, see what SmartSuite can do. It's a smart way to integrate processes and projects, chat and calendars, documents and workflow. SmartSuite is an alternative to Airtable, Smartsheet, and ClickUp.

Who uses SmartSuite?

SmartSuite is useful for any business that wants to integrate their workflow models and centralize their operations.

SmartSuite was designed to provide a single platform for everything, a place where information, processes, and communication tools are integrated and work toward a common goal. SmartSuite is fully scalable, so it can be used effectively across SML businesses.

Features

1. Automation

Automation has revolutionized businesses in recent years because it relieves internal teams and allows tasks to be completed more quickly. Automation also improves productivity because it allows staff members to devote some of their time to growth strategies.

smartsuite automations

SmartSuite offers an excellent range of automation tools that allow you to take a hands-off approach to managing your business. Whether you need to send emails at a specific time or assign incoming emails to projects, you can with SmartSuite. And there's a lot more to discover.

Search for power

Automation is not the only thing that has revolutionized industries, the concept of “research” has also revolutionized industries. The search is used daily, but its functionality has improved significantly; you can still search widely, but it's now easier to narrow searches and locate minor project details.

smartsuite power search

SmartSuite uses everything that search technology has to offer in its software, allowing you to easily locate content and files, even if you can only remember a small detail or a footnote. Power Search also allows you to locate the staff members you need at the right time, which boosts productivity.

2. Importing data

Les workflow software should be intuitive and user-friendly to improve your business and in that respect, SmartSuite does not disappoint. SmartSuite is a simple and straightforward platform that imports your data from a variety of sources and organizes it for you intuitively.

First-time businesses coming to SmartSuite want to know if they can import their data and files from conventional locations like Google Sheets, Microsoft Excel, Calendars, and CSV files; the good news is that SmartSuite can import this data quickly and without technical issues.

3. Reporting

Reports are a useful way to inform and track performance data and project data.

So you need an accessible way to create and share reports with the right people and the right permissions. That's why SmartSuite offers a reporting feature that brings everything together in one place.

smartsuite status reports

Reporting in SmartSuite is a great way to present your data to team members and customers; as with other software features, report creation uses the latest tables, charts, and styles to create reports that are readable and visually appealing. Reporting also offers permission options.

4. Timeline view

Okay, not everyone reacts to visual stimuli; some people respond more to auditory or tactile materials; that said, the majority of people are visual and can easily process data in this way. One of the things you need in a workflow system is a visual timeline that's easy to digest.

That's exactly what SmartSuite offers. With SmartSuite, you can organize your workflows based on projects, dates, time periods, and more. SmarSuite's timeline feature gives you a clear indication of what projects are in progress and what tasks need to be completed.

5. Dashboards

Dashboards are where you visualize and organize project data; it's also where you make business decisions and assign tasks to team members. A dashboard should be intuitive and user-friendly to avoid mistakes and improve efficiency, but it should also be engaging.

The reason a dashboard should be both visually appealing and functional is because dashboards are often used in a business meeting with B2B customers. SmartSuite offers a dashboard that can appeal to any brand sensibility, but it also gives you plenty of options for assigning tasks to employees.

6. Task Management

If you are employed, you expect a certain level of functionality in your work; you show up at your desk in the morning, log on to your workstation, and start working on the tasks that are assigned to you. On the employer's side, the tasks assigned facilitate the planning and monitoring of the progress of a given project.

smartsuite campaigns by status

No project management system is complete without an effective task management system, and SmartSuite won't let you down in that regard. Like most project management software on the market, SmartSuite offers an intuitive way to date, assign, and track tasks through to completion.

7. Conversations

In recent years, chat technology has improved considerably, expanding the range of possibilities in the business world as well as in the social world. Live conversations between team members can now be conducted remotely, making it possible to work on projects in real time from anywhere.

“Conversations” is the chat function that SmartSuite uses to facilitate live conversations during projects. Simply open a project and send messages directly to team members about specific items. You can also create “mentions” and leave comments on projects that can be taken up later.

8. Integrations

Intégrations smartsuite

Integrations help you move integral information back and forth between SmartSuite and other products. They can be as powerful as you want them to be, whether it's simple to use native automations, ready-to-use Zapier connections, or a robust API. It's no longer necessary to have more than 20 tabs open - all of your information is in one place.

Native SmartSuite integrations

Stop wasting valuable time performing repetitive actions. Automate routine tasks using triggers, like changing dates, sending notification emails, or updating statuses. Automations are designed for business users, so you never have to call IT to help you develop a recipe.

Integrations with SmartSuite Zapier

Zapier is a leading third-party integration platform that allows SmartSuite users to create integrations between SmartSuite and over 2,000 other products and tools. If you have more than 2,000 other tools... well, you're out of luck. Zapier integrations are useful when SmartSuite doesn't currently support native integration with a product or tool you use. That almost never happens, but as the scouts say, be ready.

Pricing

Start your SmartSuite journey with a free 14-day trial that allows you to try out the software in your business before investing. However, SmartSuite makes it easy for you to invest because it combines great features with a great price structure. Start with SmartSuite starting at $10 per user per month, then upgrade to $25 and $35 depending on the plans.

smartsuite pricings

FAQs

What languages does SmartSuite support?

If you run a global business or have a global workforce, SmartSuite is the perfect fit for you; the software supports 15 languages and has over 200 localized templates to facilitate cross-cultural work. But integrations aren't the only way SmartSuite supports global business; it has teams in seven countries around the world ready to step in.

Does SmartSuite offer a free trial?

Yes, SmartSuite offers a free trial.

Final Verdict

SmartSuite is a collaborative work management platform that allows teams to plan, track, and manage workflows, whether it's a project, an ongoing process, or routine daily tasks.

Pros
  • Create data or records once and connect them to everything else everywhere else, so there's no need for duplication of effort or synchronization.
  • SmartSuite is easy to use across a lot of different use cases, processes, and applications.
  • There is no need for a central PMO administrator to be responsible for maintaining the system.
  • It's easy to switch between spreadsheets and other tools, reducing the change curve for users.
Cons
  • Personnel data only covers resource forecasting. There is no timesheet function.
  • No Gantt chart offered by SmartSuite
  • Anything you want that's not part of a model, you'll have to build. It's not intimidating at all, but you'll need to be ready to experiment until your views and solutions are exactly how you want them to be.
  • Automations are mostly done within the product, but SmartSuite integrates with Zapier if you want to set up workflows or actions to tools like Slack, your CRM, email marketing tools, etc.

Founded in 2021

Headquarter in Newport Beach (United States)

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