SmartSuite Reviews & Product Details

SmartSuite is very intuitive to use and build thanks to their welcoming UI and build philosophy. We have leaders throughout our organization that are able to learn it in a day and build full solutions for their areas. Many leaders are seeing process improvements with automations, better data collection, and dashboards.

Linking solutions together also allow us to collaborate across the organization.

SmartSuite licenses have paid for themselves thanks to the many applications that we've been able to eliminate. Those that have had their processes moved to SmartSuite agree that their experience has improved as well. Review collected by and hosted on G2.com.

Nothing that we can think of. They innovate very quickly and any gripes we have had have been resolved with some patience. SmartSuite is very responsive to feature requests and their feature release rate is very impressive, especially with the enterprise-grade features. Review collected by and hosted on G2.com.

It was easy to set up in a way that fits how we actually work, not how some template thinks we should. Linking related records together keeps everything connected, and the automations take care of the reminders and handoffs that used to slip through the cracks. The dashboards give us a quick, clear view of where things stand without extra effort Review collected by and hosted on G2.com.

To me there is no downside to using SmartSuite. Review collected by and hosted on G2.com.

Flexibility and ease of use. It has a true relational backend, so I can link data across apps in ways a typical CRM won’t let you, and that’s helped me find correlations and trends I wouldn’t have seen otherwise. It’s also really easy to build in and doesn’t take long to learn, so we went from idea to something the team was actually using in a short time. Time to value was quick. On top of that, the SmartSuite team has been great. They’re supportive and willing to add features when we need them, and since the platform is so flexible, those requests don’t take forever to show up. Review collected by and hosted on G2.com.

My main wish is around the look and feel. The dashboards could be more compact and modern, and I’d like more control over how they’re laid out and styled. I’d also love the option to move the main menu to a vertical bar on the left and build custom navigation, so each team could get to what they use most without clicking around. None of this gets in the way of what the platform does, and given how quickly the team ships features, I’m hopeful it’s on the roadmap. Review collected by and hosted on G2.com.

I like the templates because they give me a solid launching point when I need one. That said, I also enjoy starting from scratch. SmartSuite’s functionality is better than anything else I’ve tried, and the level of customization makes it easy for me to build exactly what I need. SmartSuite’s support is phenomenal as well—I never feel like I’m left waiting for an answer. The pricing fits within my budget, and I don’t have to worry about surprise fees or unexpected add-ons. Review collected by and hosted on G2.com.

There are only two things I wish they would improve. First, document creation feels rough and has some issues. I can use an add-on to work around it, but not without paying for an additional service. Second, I wish the automated emails allowed a signature line to be inserted so they feel more personalized. Review collected by and hosted on G2.com.

SmartSuite's flexibility and versatility allow us to manage project tracking, CRM, vendors, cash flow, SOC case management, and other operational workflows in one platform. Its customization, automation, and centralized visibility help us streamline operations and improve efficiency across the business. Review collected by and hosted on G2.com.

Reporting could definitely be better. I also wish Outlook integrated more natively. Once an email conversation is linked in SmartSuite, it works well, but getting existing conversations from Outlook into SmartSuite can be a challenge. This was especially frustrating when we were migrating over. Review collected by and hosted on G2.com.

In my role as a Business Systems Analyst, I use SmartSuite to manage Reports. It gives staff a structured way to submit incident details and lets our team organize and track reports by date, building, incident type, and status. The record fields and activity history help me understand the workflow, review how reports move through the process, and discuss requirements or issues with AppDev. Having the report information centralized makes the process easier to follow. Review collected by and hosted on G2.com.

In our workflow, some submitted incident reports remained queued instead of appearing in the scheduled summary email. It takes extra effort to find where the process stopped and whether the issue is in SmartSuite or the connected email workflow. A clearer activity log showing automation attempts, selected or skipped records, delivery status, and errors would make troubleshooting faster. Review collected by and hosted on G2.com.

What I like most about SmartSuite is the interface, as an estimator it allows me to be informed on any change orders that come in from my Project Manager. When I finish the change order it allows me the ability to transfer the task back without the need to write an email. The process to integrate our old system into SmartSuite was not difficult as other systems we have used in the past as well. Review collected by and hosted on G2.com.

In some ways its the need to make sure people are using the software. If there was a way to have something notify the person like A.I. of the task that they have unfinished work that would be helpful. The software is only as good as the people using it. Review collected by and hosted on G2.com.

The ability to customize all of the inputs to fit our needs makes the platform incredibly efficient to use. Having information from different solutions brought together in a single dashboard is especially helpful in our work environment. A lot of our day-to-day processes have improved because, instead of jumping between multiple platforms to gather and organize information for decision-making, we can handle everything through SmartSuite.

Overall, SmartSuite has worked very well for our daily workflows. We rely on several solutions to manage a large volume of information, and being able to connect everything in one place without impacting performance has been particularly valuable. We haven’t experienced any major issues with speed or reliability, even as we continue adding more information and building out additional processes in the platform.

We’ve also used the AI function to summarize information, and it has performed well. Support has been available since the beginning, and pricing details have been shared whenever we’ve needed them. Review collected by and hosted on G2.com.

Some features take a little time to learn, especially when you’re building more complex automations. At times, it requires a bit of trial and error to get everything working exactly the way you want. One improvement I’d really like to see is an option to rename files uploaded through forms. We handle a large number of documents, and being able to assign specific names would make organizing them much easier. Overall, there are a few areas that could be improved, but once everything is set up, it works very well. Review collected by and hosted on G2.com.

I like the way SmartSuite links records and creates a good connection between the various operations performed. The link allows one to relate a security finding to the associated review, the team handling it, the evidence, and the actions that will be done to solve it. Review collected by and hosted on G2.com.

Creating complicated relationships between records takes time and one has to configure the fields and the linking in a proper manner. As the workspace grows, the work of configuring fields and linking can become tiresome. I wish there could be some help in identifying unnecessary fields and in simplifying complicated workspace structure. Review collected by and hosted on G2.com.

I love SmartSuite! The program can do SO much, and I’m always finding new ways to use it. One of my favorite things is the amazing customer service. I especially love the daily office hours where I can just hop on, ask questions, and get help when I need it. It makes learning the platform and figuring things out so much easier. The support team is great, and it’s nice knowing there’s always someone available to help. Overall, SmartSuite is a great tool with an even better support team! Review collected by and hosted on G2.com.

SmartSuite can sometimes feel clunky to use, and the interface isn’t always the most intuitive or user-friendly. With so many features and options, it can take some time to figure out the best way to do things. The platform is constantly evolving with new updates and features, which is great, but sometimes those changes can cause things to break or stop working as expected. Review collected by and hosted on G2.com.