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SmartSuite

SmartSuite

Overview

What is SmartSuite?

SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.SmartSuite helps coordinate people and work across all levels of an…

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Recent Reviews

TrustRadius Insights

SmartSuite is a versatile platform that offers a range of valuable use cases. Users have found it particularly beneficial as a task …
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Nikola's review

10 out of 10
January 25, 2022
Incentivized
It is so intuitive, UI is great, and serves user experience, also it has so many useful features that really can improve your task …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 18 features
  • Task Management (19)
    4.5
    45%
  • Team Collaboration (19)
    4.5
    45%
  • Support for Agile Methodology (19)
    4.5
    45%
  • Resource Management (18)
    4.3
    43%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.smartsuite.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $10 per month per user
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Product Demos

9x Tool Demo - SmartSuite

YouTube

Smartsuite Demo

YouTube

Solution Showcase & Live Demo

YouTube
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

4
Avg 7.5

Professional Services Automation

Features that support professional services organizations

3
Avg 7.4
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Product Details

What is SmartSuite?

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

SmartSuite helps coordinate people and work across all levels of an organization to ensure that team members have the information they need to accomplish the work that matters most. Team members can create a workflow, or choose from over 200 templates that can be tailored to their exact needs.

SmartSuite Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Document Management
  • Supported: Email integration
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Project & financial reporting
  • Supported: Integration with accounting software

SmartSuite Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

SmartSuite Competitors

SmartSuite Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesEnglish, Bulgarian, French, German, Italian, Dutch, Polish, Portuguese, Swedish, Romanian, Russian, Spanish, Ukranian, Japanese, Chinese

Frequently Asked Questions

SmartSuite starts at $10.

ClickUp, monday.com, and Airtable are common alternatives for SmartSuite.

Reviewers rate Task Management and Team Collaboration and Support for Agile Methodology highest, with a score of 4.5.

The most common users of SmartSuite are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(20)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

SmartSuite is a versatile platform that offers a range of valuable use cases. Users have found it particularly beneficial as a task manager, allowing them to consolidate all the necessary information for their work in one place. This feature enhances productivity and efficiency by providing easy access to relevant data and eliminating the need to switch between multiple tools or applications.

The platform's user-friendly interface and customizable settings make it an excellent choice for task tracking and team collaboration. Users appreciate the intuitive design, which enables them to quickly navigate various filters and settings, ensuring individual comfort and enhancing their overall work experience.

SmartSuite offers immense capabilities that cater to diverse needs. From process optimization and project management to CRM for new client leads and quarterly goal planning, this comprehensive solution provides a wide array of applications. Additionally, the platform's automation features, Zapier integration, customizable reports, and views further contribute to its versatility and usefulness.

One key area where SmartSuite shines is bug tracking. The platform allows users to create custom forms for better workflow management, making it an ideal tool for software development work. Furthermore, businesses across various industries leverage SmartSuite for internal functions like recruiting, HR, marketing, and sales, as it helps streamline processes and enhance efficiency.

Users consistently praise the high level of customization offered by SmartSuite. With regular updates introducing new features and functionalities, the platform remains flexible and convenient for different use cases. Whether it's managing teams, organizing projects, sharing views with clients, or analyzing data through charts and dashboards, SmartSuite proves to be a reliable partner in daily work tasks.

Overall, SmartSuite improves task management, organization, and productivity at work. Its ability to adapt to different contexts makes it a valuable asset for individuals, teams, and businesses seeking an intuitive yet powerful solution for their unique needs.

Collaboration Features: Users have praised the collaboration features of SmartSuite, with many stating that it allows them to work in a team and manage projects collaboratively. This feedback indicates that SmartSuite provides effective tools for fostering teamwork and facilitating efficient project management.

Charts and Dashboards: The charts and dashboards in SmartSuite were mentioned as strong analytics tools by numerous users. They appreciate the ability to visualize and analyze data effectively, indicating that these features enhance their data analysis capabilities within the platform.

Secure Data Sharing: Many users appreciate the ability to safely share any data with people outside their company using SmartSuite. This positive sentiment suggests that SmartSuite offers secure data sharing capabilities, which is important for maintaining confidentiality while collaborating with external stakeholders.

Difficulties in Filtering Unassigned Records: Some users have found it challenging to filter by unassigned records, which can make it difficult to prioritize and manage tasks effectively.

Unclear Views for Specific Cases: Several reviewers have mentioned that the software offers too many views, making it unclear which view to use in specific cases. This can lead to confusion and inefficiencies when trying to navigate through different data sets.

Lack of Offline Access: A common concern raised by users is the lack of offline access. Not being able to access data and work on projects without an internet connection limits productivity and flexibility, especially for those who frequently travel or work in areas with poor connectivity.

Attribute Ratings

Reviews

(1-16 of 16)
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January 25, 2022

Tamara's review

Tamara Vitas Mikić | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use SmartSuite in my daily organization as all of my work is based on the organization. I used it to organize the projects and also one great thing- I can share it with clients as there is an option Share view.
  • Project Management
  • Organisation
  • Task Management
  • Tasks names - you couldn’t name tasks the same
  • Some features of the software are hidden
As I use it on daily basis, I love to organize projects as the app is good for it, you could organize everything on a high level so your coworkers could find anything they are looking for. Also good for clients, as app have Share view and it’s very helpful.
Greg Buckner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use SmartSuite for project management, workflow management, and marketing assistance.
  • SmartSuite is easy to set up
  • SmartSuite has an intuitive interface with everything at your finger tips
  • Has a low code/no-code landscape for its workflow and operations management software
  • Excited to see more dashboard features to complement the existing dashboards. Sounds like this is on the roadmap soon.
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.
Eugene Turchenkov | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I consider SmartSuite a useful tool for task tracking and team collaboration. Easy to use the service. SmartSuite user interface is intuitive and user-friendly. The capabilities of the platform are immense - from the overall solutions and applications to within the records themselves, automation, Zapier integration, ability to customize each individual report and view.
  • Task Management
  • Performance
Teams can use the tool and get the info they need either on a high level or down in the detail about. The customization features allow User to set up the report type and view exactly as they want, applying sorting, filtering, grouping options. The choice of the fields to be used in the records and reports is really wide - more that 40 various types (text, date, numeric, reference type fields and many others).
January 21, 2022

Love it

Александр Атаманский | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
SmartSuite is a great collaboration tool that once you learn how to use it, can do amazing things.The capabilities of the platform are immense - from the overall solutions and applications to within the records themselves, automation, Zapier integration, ability to customize each individual report and view. The customization features allow users to set up the report type and view it exactly as they want, applying sorting, filtering, grouping options. The choice of the fields to be used in the records and reports is really wide - more than 40 various types (text, date, numeric, reference type fields, and many others).
  • Organized your business
  • Fantastic for project management
  • Import and export data
  • A lot of views, so it's a bit hard to understand which view I should use in a specific case
Definitely recommend
Тарас Коломиец | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The company uses SmartSuite as a bug tracking system. We are created a custom form to make tasks with a more understandable workflow and it helps to do the job better. There is always time to edit form with new ideas
  • 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
  • Need to make video tutorial how to use SmartSuite for new users
  • Need to make help articles how to user SmartSuite for new users
The company uses SmartSuite to work with tasks and that helps to make the most understandable workflow and sometimes we are sharing ideas with other companies regarding making more better workflow and processes.
January 20, 2022

Great management tool

Mike Prokopenko | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
SmartSuite is a great management tool. I use SmartSuite to keep track of everything in my work and personal life. With different views and reports, SmartSuite is able to handle anything I threw at it. The wide choice of field types is perfect to keep all needed data in different formats. The Formula field is really great, no more need to use Google Sheets to calculate even huge data arrays. I can link my workspaces with each other using a special field type and set the most preferable view for this. Also, I'm keen on the Calendar report, it helps me to keep my day up-to-date without any inconvenience. You can find all the necessary features that you can imagine in your mind. And it's not the end - the platform is regularly updated with new improvements and functionality. To make my life easier SmartSuite has mobile apps (for iOS and Android) with mostly all the features web app has.
  • Great choice of field types
  • Perfect views and reports
  • iOS and Android applications
  • Nice interface
  • Significant performance and stability
  • Increased entry barrier - new users may face some difficulties while setting the first work environment.
  • Business management
  • Team management
  • Personal management
Irina Dvirna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
SmartSuite is a powerful tool to have everything you need to manage any project in one place! You can change the layout of your data in a click and work with multiple reports at a time. Creating records is easy and everything is fully customizable. The biggest advantage is an easy-to-use and transparent collaborative mode where everything gets saved immediately and one can see what everyone else is doing. Highly recommend!
  • work management
  • team management
  • collaborative mode
  • bulk edit of entries
The transition to SmartSuite is easy and the learning curve will not take much time. It's easy to import all the data from your current solution and just proceed to work with it with little to no effort. It's great for big teams because people can work simultaneously and do not interfere with one another. You may create as many reports in as many views as you need, switching between them is instant.
Yurii Mironov | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use SmartSuite for project/product management as a software developer. SmartSuite feels good for this case since it has a wide variety of features at hand, yet it is rather straightforward. SmartSuite has a lot of field types to represent your data, as well as a flexible permission system, real-time updates, and a lot of options on how to arrange and represent your data.
  • Real-time updates
  • Variety of data types
  • Permissions
  • UI/UX
  • Data representation
  • Need more functions for formula, especially when it comes to referring to some external fields
SmartSuite allows you to design a solution specifically for your needs. You can do it completely from scratch or use one of the templates designed for specific use-cases. But basically, SmartSuite works great for anything that requires consistent data storage and management, like project management, CRM, CTRM, ERP etc.
Alexey Rozhdestvenskyi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using SmartSuite for team management and task workflows. Customization options allow you to set everything up once and never again think about the routine that ate up most of your working time. Using SmartSuite you can just do your job, it will do the rest for you.
  • keeps things organized
  • automations
  • data import/export
  • task management
  • time tracking
  • Indicate which columns are being used in sorting
Mostly I work with tasks. It is very convenient to set up filters and group tasks for yourself, which saves a lot of time. The process of switching between tasks is quick and easy. Numerous variants of field arrangments and field settings give the ability to adjust the task to any type, be it a bug or a user story.
Nana Sichinava | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
My organization is using it to manage our software development work, as well as internal things like recruiting, HR, marketing, and sales.
  • Over 40 useful field
  • 7 different view
  • Export and import of data
  • Solution templates
  • Make it easier to count total numbers in the table
SmartSuite is well suited if you need to share project data with someone outside the company fast and easily. With the Share View function, you can show data without registration in the Chat or Grid views, or even with other views the platform has.
Vladimir Kalyuzhny | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use SmartSuite to manage our team. All our teammates use it daily. SmartSuite organizes all our work into one application. Before we use Asana with Trello. Now we switched to SmartSuite
  • Organize work inside company
  • 24/7 support
  • Contains all features that you need
  • I didn't have any problems with SmartSuite. Any questions I had were answered quickly by SmartSuite support
The most suited scenario for us was to combine everything that we need for our work into one application
Evan Coopersmith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
SmartSuite makes me and my business so much more efficient. I can manage my entire operation from one platform, collaborate with colleagues, and keep everything organized and orderly. Migrating from my previous tool was stunningly easy, integrating with Slack to create new records is seamless, and they’ve clearly thought of every process imaginable with the number of templates they’ve created. Thank you SmartSuite!
  • Integrations
  • Operations management
  • Collaboration
  • None I can see!
We use SmartSuite to track content calendars, task lists, and who is responsible for next actions. All in one location. Hugely helpful.
January 20, 2022

Love to work with!

Olena Gavryliuk | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use it as a task manager. The Project Manager creates tasks for me, makes it dependent on the sprint, function, date, adds their estimates, documentation, connects them with other tasks if needed, etc. So I can have everything I need for work in one task. During my job process I change statuses, and also I can add comments into the task, so I can have all communications inside - do not be afraid to lose some information, or search it in messengers. Also, it has easy-to-work applications with a lot of different filters and settings to make your work experience super comfortable and individual.
  • Usability friendly interface
  • Flexible individual decisions
  • No code
  • Need a timetracker inside
It is perfect to use in project management, when you have a lot of workers with different tasks, on a different product or company/work areas. So you can create solutions for each purpose, and connect all solutions to each other if needed. You can do all the operations you need in one place - the work processes, the company budget planning, the place with workers and customers information, etc. And also you can use it for your personal needs - family budget, travel planning, menu, etc.
Score 10 out of 10
Vetted Review
Verified User
We use SmartSuite every day to track our features, tasks, timing, resources, story points, and so on. What I personally like most are Charts and Dashboards that help to manage, compare and analyze various data. You can even share these data with people that don't use SmartSuite - there's a super-convenient, easy and secure functionality for this. Just send the link to any report in any view type - and you got it.
  • Charts and Dashboards for strong analytics
  • Ability to safely share any data with people outside your company
  • Store and manage any data at one place
  • More dashboard types are welcome)
All scenarios related to data management can be easily covered by this one product. You don't need other products anymore - you have the full package in one place.
January 19, 2022

Getting things Smart

Nikolay Budnikov | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use SmartSuite on a daily basis. It's customizable and convenient, nice and SMART. More and more smart features appear all the time. Why don't start using them?
  • Tasks progress monitoring
  • Tasks management, assignment, collaboration
  • Flexibility of the system
  • Filter by unassigned records is not allowed
We set up the system for our project management. SmartSuite allows customizing a database for your specific needs because it provides more than 40 different smart fields. For each part of the work, we set us an application that shows all information about that. Records are assigned to the team, and tasks management becomes as easy as possible! We set up automated notifications for all important updates and all responsible members are aware of everything. Also, we track the progress of any feature, which is amazing, because the system is really flexible. Any changes can be applied immediately!
Uros Mikic | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
As our agency has scaled to 15+ people we were lacking proper process optimization in the Asana that we were using. All of our processes started becoming messy, new employee onboarding became messy and we used a lot of different tools like Asana, Notion, and Google Sheets for different processes. By switching to Smart Suite, we were able to add every single process from our agency in one place, thus creating a single environment for all of the work happening in our agency. We do QA in SS, Project Management, Project Scoping, use it as a CRM for new client leads, and plan our quarterly goals there. It is really: Any Process. Any Project. One Platform.
  • Create customized management boards
  • Sharing progress and requesting updates from clients
  • Team communication inside of the platform
  • Linking multiple different solutions in one single experience
  • 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!
It's best for any bigger business looking to streamline its management, while not putting a burden on it is employees to manage all of that. After setting up the system, it is incredibly easy to follow it and collaborate inside of the platform.
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