Fortra’s Automate vs. SmartSuite

It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.

Incentivized

It is best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

• Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge.
• Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed.
• Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items.

Incentivized

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
• An "OR" in their conditional statements - currently there is only "AND".
• Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).

Incentivized

• A little better home screen, which is already in the works!
• Better experience in the my work panel, which is also in the works already!

I have a great expereance

It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.

Incentivized

This is beta software without support. Nobody works at this company.

Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.

Incentivized

They have a great tutorial and a lot of hits during the work process

That's easy. Just try

Incentivized

For our team, SmartSuite contains all features that we need. Before we use Asana, Trello and tried to use Airtable. But all of these management systems did not satisfy us. Then we started using SmartSuite, got to know all the possibilities and decided to switch to it

• It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
• Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.

Incentivized

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business