A powerful all-in-one platform to manage your CRM, projects, operations, and more
Why SmartSuite?
SmartSuite is where CRM meets work management, without the clutter of disconnected tools or the chaos of spreadsheets.
It gives growing businesses a single place to track customers, leads, tasks, workflows, documents, and more. With built-in automations and a flexible interface, it’s the modern solution for teams outgrowing Google Sheets and duct-taped processes.
- Spreadsheet feel with database power
- Customizable CRM, project, and ops templates
- Automations, permissions, dashboards built-in
- Scales from 1-person teams to 100+
Who is SmartSuite for?
SmartSuite is perfect for:
- Teams still running their CRM in Excel or Google Sheets
- Founders tired of stitching together tasks, contacts, and docs across 5 tools
- Services businesses needing project and client management in one place
- Ops teams that want structure but not Salesforce-level complexity
Whether you need a light CRM, a project tracker, or a full business OS, SmartSuite flexes to fit your team.
Real Use Cases
Sales CRM
Track deals, contacts, and interactions in a customizable pipeline, no more “where did that lead go?” moments.
Project Management
Plan and execute client work with clear tasks, owners, due dates, and status views.
Client Onboarding
Set up automations to kick off tasks, notify team members, and track progress when a new client signs.
Internal Operations
Use SmartSuite as your internal wiki, issue tracker, or approval hub.
Reporting & Dashboards
Build live dashboards for pipeline value, workload, or project delivery timelines.
Why SmartSuite Stands Out
| Feature | SmartSuite | Airtable | ClickUp | HubSpot CRM |
|---|---|---|---|---|
| CRM + Workflows | ✅ Native | ⚠️ Requires customization | ⚠️ Projects only | ✅ CRM only |
| Spreadsheet-friendly | ✅ Yes | ✅ Yes | ❌ No | ❌ No |
| Templates & views | ✅ Dozens | ✅ Some | ✅ Some | ⚠️ Limited |
| Built-in automations | ✅ Yes | ✅ Yes | ✅ Yes | ⚠️ Limited |
| Permissions & roles | ✅ Robust | ⚠️ Basic | ✅ Yes | ✅ Yes |
SmartSuite gives you structure without locking you into rigid systems.
Our SmartSuite Services
We help businesses design, build, and scale their systems on SmartSuite, fast.
Platform Setup
We tailor your SmartSuite instance with the right templates, views, and fields for your sales and delivery workflow.
CRM & Process Design
We map and structure your lead-to-client journey, automating what matters.
Integrations & Automations
Connect SmartSuite to email, Slack, forms, and external systems using tools like n8n, Relay.app or something else.
Ongoing Support & Optimisation
We improve adoption, reduce friction, and help you get more from SmartSuite as your team grows.
Ready to Upgrade from Spreadsheets?
SmartSuite is the flexible foundation for growing businesses that want clarity, speed, and control.
We’ll help you migrate, set it up properly, and make it work for your team.
Common Tools We Connect to SmartSuite
Need SmartSuite to work with your existing stack? We help connect: