SmartSuite
Work management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$36 per month
Free TrialFree version
Small
Medium
Large
- Education and training
- Accommodation and food services
- Public sector and nonprofit organizations
What is SmartSuite
SmartSuite is a cloud-based work management platform that lets teams plan, track, and automate work using configurable tables, forms, dashboards, and workflow rules. It is used by operations, project teams, and cross-functional groups to manage projects, requests, and ongoing processes in a single workspace. The product emphasizes flexible data modeling (custom fields, relationships, and views) and built-in automation to reduce manual coordination. It also provides collaboration features such as comments, notifications, and role-based sharing for internal and external stakeholders.
Flexible data and views
SmartSuite supports multiple ways to structure and visualize work, including grid-style records, kanban-style boards, calendars, and dashboards. Teams can tailor fields, statuses, and layouts to match different processes without requiring custom development. This flexibility helps organizations standardize diverse workflows in one system rather than maintaining separate tools for different departments.
Workflow automation and forms
The platform includes automation rules to trigger actions such as notifications, record updates, and task creation based on events and conditions. It also provides forms for intake and request management, which can route work into structured tables for triage and assignment. These capabilities support common work-management scenarios like approvals, service requests, and recurring operational processes.
Collaboration and permissions
SmartSuite provides in-app collaboration through comments, mentions, and activity history on records. It supports sharing and permissions to control access at the workspace/solution level, helping teams collaborate while limiting visibility for sensitive data. This is useful for cross-functional work where stakeholders need transparency without full edit access.
PPM depth may be limited
For organizations running complex portfolios, the platform may require additional configuration to support advanced program/portfolio governance. Capabilities such as sophisticated dependency management, scenario planning, and standardized portfolio financials are not always as prescriptive as in dedicated PPM suites. Teams may need to build custom dashboards and conventions to achieve consistent portfolio reporting.
Reporting can require setup
While dashboards are available, meaningful executive reporting often depends on well-designed data structures and disciplined field usage. Teams migrating from simpler task tools may face a learning curve to model work as relational records and maintain data quality. Without governance, reporting can become inconsistent across teams and workspaces.
Integration coverage varies
SmartSuite offers integrations, but the breadth and depth of prebuilt connectors can vary by system and use case. Some organizations may need middleware or custom API work to connect specialized tools, synchronize complex objects, or enforce bi-directional data rules. This can increase implementation effort for environments with many enterprise applications.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 per user/month | 3 users; 5 solutions; up to 1,000 records per solution; 100 MB file storage; 14-day recycle bin; 100 automations/month; 100 API transactions/month. |
| Team | $12 per user/month (billed annually) — $15 billed monthly | Minimum 3 billable users; unlimited solutions; up to 5,000 records per solution; 50 GB file storage; 30-day recycle bin; 5,000 automations/month; 5,000 API transactions/month. |
| Professional | $30 per user/month (billed annually) — $34 billed monthly | Minimum 5 billable users; unlimited solutions; up to 100,000 records per solution (50,000 per table); 100 GB file storage; 45-day recycle bin; 50,000 automations/month; 50,000 API transactions/month; advanced permissions; Gmail & Outlook integrations; two-factor authentication. |
| Enterprise | $45 per user/month (billed annually) — $50 billed monthly | Minimum 10 billable users; unlimited solutions; up to 400,000 records per solution (150,000 per table); 500 GB file storage; 60-day recycle bin; 250,000 automations/month; 250,000 API transactions/month; SSO (SAML/OpenID), SCIM provisioning, audit logs, IP restrictions, DLP, European data residency, premium support. |
| Signature | Custom pricing | Tailored usage-based Signature plan (contact sales) for higher limits (no predefined prices). |
