SmartSuite

What SmartSuite is

A work management platform in the mould of a configurable database. Teams define the records they need, build views on top and attach automation to what happens between them.

It suits operations that have outgrown spreadsheets but do not want to build software.

What you can do with it

• Model the records your work runs on
• Build views for different roles
• Automate recurring steps
• Collaborate with teammates
• Replace a set of spreadsheet trackers
• Track status across processes

Who it is for

• Operations teams
• Knowledge workers managing complex work
• Entrepreneurs formalising process
• Teams with several disconnected trackers

What to watch out for

• Configuration is the real work: a poorly modelled workspace is worse than a spreadsheet
• Important conclusions, customer data and financial material need manual review
• The free tier limits users, so check before rolling out
• Automation needs an owner when processes change