SmartSuite is a comprehensive, all-in-one work management platform designed to streamline project management, automation, and team collaboration across various industries and departments.
What SmartSuite Does
SmartSuite serves as a centralized platform where teams can manage projects, automate workflows, and collaborate effectively. It is tailored to meet the needs of different teams, including IT, software development, product management, and more. The platform aims to enhance productivity, improve decision-making, and simplify complex workflows.
Key Features and Functionality
Multiple Work Views
SmartSuite offers a variety of work views such as calendar, card, timeline, map, and more, allowing teams to visualize and manage their work in the most suitable format.
Automation and Workflow Management
The platform includes a robust automation builder that can handle simple to complex workflows. Teams can set due dates, notifications, and emails in advance, and automate repetitive tasks to increase efficiency. Customizable integrations with automation enable notifications on preferred communication channels.
Collaboration and Communication
SmartSuite facilitates team collaboration through integrated task management, real-time notifications, and the ability to start conversations directly within the platform. It also supports building team directories and tracking contact information and activity history.
AI and Content Management
The platform features SmartSuite AI, which can generate content for social media, blogs, and other outlets. It also includes text editing capabilities to improve grammar and comprehension. Integration with Open AI is also supported.
Data Management and Reporting
SmartSuite allows for the import and export of data from various sources such as spreadsheets, contacts, and calendars. It offers robust reporting capabilities, enabling teams to create powerful reports quickly and gain insights to inform business decisions. The platform also provides dynamic, interactive dashboards to track performance and identify root cause issues.
File Management
The File Management system within SmartSuite enables teams to manage files directly within their workflows, eliminating the need for multiple folders across different tools and cloud storage services.
Forms and Data Collection
SmartSuite Forms allow teams to collect data from external users through responsive forms that can be shared or embedded in existing websites. This feature is useful for onboarding customers, accepting applications, collecting feedback, and more.
Integrations
The platform supports a wide range of integrations, both native and through third-party services like Zapier, Ply, Integrately, and Make.com. This includes integrations with tools such as HubSpot, Google Calendar, OneDrive, Slack, Microsoft Teams, and many others.
Customization and Flexibility
SmartSuite offers over 40 different field types, including text, numbers, formulas, and links to other records, making it highly versatile. Teams can customize the layout, style, and design of their projects and processes using an intuitive interface.
Security and Backup
The platform ensures data security with features like two-factor authentication (available in Professional and Enterprise tiers) and the ability to restore deleted data in a few clicks.
In summary, SmartSuite is a powerful tool that combines project management, workflow automation, team collaboration, and data management into a single, user-friendly platform, making it an ideal solution for teams across various industries.
