SmartSuite Reviews & Product Details

What I like most is being able to record company activities, tasks, and their results in one place. I use SmartSuite to create tasks and add the outcome of the work, which makes the information useful for future reference. When I need to revisit an activity, I can check what was done and review the result. It also helps the company owner see the work and its outcomes. For me, keeping this history is just as valuable as tracking the task itself. Review collected by and hosted on G2.com.

An area I would welcome further improvement in is finding and reviewing older activities and their results. As the work history grows, making it even quicker to locate relevant information would be useful for my workflow. Review collected by and hosted on G2.com.

The user interface is aesthetically pleasing, I want to use SmartSuite. The ability to create new solutions, either from one of the SmartSuite templates or using the AI-assisted feature, allows me to produce exactly what I need quickly. The learning library and how-tos make for a smooth introduction to the software for new users. I was able to easily integrate it with our team's Google Workspace and Slack communication. The pricing is just right for our small team, to have what we need without excess features or cost. I found it to be responsive and quickly produce what I needed, whether updated dashboards or producing reports. Review collected by and hosted on G2.com.

When I wanted to produce a critical pathway between project tasks, it was less straightforward. I found a workaround, but this feature was missing compared with ClickUp software. Review collected by and hosted on G2.com.

Being able to customize SmartSuite to fit our team’s needs has been a real game changer. We’re made up of five working groups, each with its own standards and ways of working, so having the flexibility to tailor the setup for those different needs is what has truly set SmartSuite apart from other project management tools we’ve used in the past.

The support from our onboarding team, Geoff and Emma, has been outstanding as well. They worked closely with us to make sure we felt comfortable in the early stages, and they’ve continued to support us as we’ve moved forward. The support, FAQs, and other built-in resources have also been incredibly helpful. Review collected by and hosted on G2.com.

Nothing really negative stands out to me. There is some upfront investment required to set up the solutions the way you want, but I don’t see that as a drawback—more just part of getting everything configured properly.

Pricing is somewhat on the higher end compared to other tools, but the customization, support, automations, and dashboarding you get more than make up for it and, in my experience, surpass what other tools on the market offer.

I’d love to see more Microsoft integrations, including Teams. Review collected by and hosted on G2.com.

I like how easy SmartSuite is to use and that I can create each client’s setup in a bespoke way, customized especially for them instead of giving them something out of the box. They get the experience they want. I can customize dashboards and create pages showing exactly what they want to see based on their job role. Keeping everything in one ecosystem also makes it easier for the client. I loved SmartSuite enough to become certified partner in 2023. Review collected by and hosted on G2.com.

I’d like to see more from the document designer. I can’t set pages properly, and things don’t work intuitively. The email feature feels clunky and could be more user-friendly. I’d like to use templates and personalize the bottom of emails or swap signatures based on who’s sending them. Review collected by and hosted on G2.com.

I like that SmartSuite is straightforward and easy to use. I can see where each person is, look at users or go to the form, and keep everything compartmentalized and easy to trace and track. It streamlines the work of organizing students, their equipment rentals, and our inventory. I also like being able to customize the back end based on our feedback. Anyone on shift can jump in after a little training, even if they haven’t used it much, and keep track of everyone. The setup was straightforward, and the front end was really easy to learn. It’s helpful for managing and organizing our inventory, too. Review collected by and hosted on G2.com.

As far as I know, I can’t easily request access to change a user’s status, like marking them as trained and able to rent equipment. It would be easier if I could suggest or make tentative changes and send them to my supervisor for approval, so I could do the work and they could do a final review instead of me passing it off and waiting for them to do it. Review collected by and hosted on G2.com.

In general, the UI has been great. Once I got the idea of how to navigate I'm really enjoying the flow of getting around to my different sections in dashboard.

Honestly, load time can be a little bit long when first logging in and loading up my main dashboard screen. Once it is loaded, everything gets going smoothly.

I've found it seamless for onboarding and getting into users into SmartSuite. Setting permissions and getting everything right has been a solid experience. Review collected by and hosted on G2.com.

Load times into my main dashboard seem to take a while. When first logging in, it loads for a bit, then will pop in and be fine, but sometimes I'm surprised how long it takes to get in. Review collected by and hosted on G2.com.

What I find most helpful is that it’s a no-code/low-code platform and it’s also cloud-based. It can support small companies as well as full enterprise structures. It also feels unique because you can build and shape it to fit what you need, the way you see fit.

There are other integrations that you can utilize on the platform that connect your current existing applications and make SmartSuite the source of truth.

The performance normally is okay; it could be faster I have noticed that some days it takes time to even open a solution and load a table. Other days automations do not fire or completely come to a stand still and there is no update from support or SmartSuite when that happens. Only when AWS goes down do we get an update as customers.

Pricing is fair considering the type of improving dynamic technology we are using. While there could be more improvement, we understand that SmartSuite is always making improvements.

The UI is simple and sleek however lacks a lot of other customization when it comes to where customers want it, like widgets cannot be customized in color. There is no functionality to help with enabling colors for those that are color blind.

As for AI and intelligence it is very well adapted for controlled use. Enable and disable and making sure API calls function within the box itself. However, there is a limitation of what AI platforms are available. Review collected by and hosted on G2.com.

Support is slow to respond, sometimes its not within the slated 24 hours for a signature/enterprise customer. Also, the same level of service can not be expected of all the staff.

Also, sometimes the service as a cloud-based platform is slow. Customer outreach to the reason of slowdown there is none. Also, the Help Articles are not well defined for more technical aspects for people to understand how to implement all features. Review collected by and hosted on G2.com.

What I like best about SmartSuite is having our construction project information connected in one place. We use it for drawings, procurement, subcontractor contracts, and tasks. The table views make it easy to browse records, while links between them help me move from a project to the relevant drawing, contract, or responsible person.

The API is especially useful because it lets me work with an AI assistant to search project information and compare details across tables. For example, I can find a drawing or check a contract deadline against a task record without manually searching through multiple folders and spreadsheets.

The biggest benefit in my daily work is less time spent searching and cross-checking information. I haven’t measured the financial return, but having connected, searchable records has clear practical value. Keeping attachments and revision details up to date is still essential to getting reliable results. Review collected by and hosted on G2.com.

My main frustration is figuring out which document or record is current when several versions exist across linked tables. In our construction projects, drawing revision numbers, file dates, and record update dates do not always tell the same story, so finding a file does not necessarily mean I can confidently use it.

Some of this depends on how our workspace is maintained, but clearer version history, a more visible “current approved version” indicator, and better visibility of attachments across related records would help. I would also like search to make it easier to distinguish current documents from older revisions, reducing the need to open and compare multiple records manually. Review collected by and hosted on G2.com.

I can mark the 2 elements of the product I use with a star for quick access Review collected by and hosted on G2.com.

The SmartSuite interface is not easy to navigate for what should be an immediately-visible one-click task. When i first login it comes up with Employee Portal - Request Submission, but no sign of time-tracking. I scroll down to HR & People Operations and click Project Time Entry (CAPX/OPEX) and a popup note tells me to "access Paycom for employee time tracking or continue to access project time tracking to submit weekly timesheets via this timesheets dashboard." I didn't know there were different types of employee time tracking and have no idea the meaning of CAPX/OPEX and no idea what is the meaning of a "timesheets dashboard." Fortunately I didn't go back to (the easy & intuitive) PayCom method, only because the changeover email said to use SmartSuite instead. Thankfully, Timesheet Dashboards - My Timesheets comes up as a default once I click continue in the popup note.

I don't understand the purpose of the Views column on the left, nor why I would want to Create New View and have no idea why I might need to use the "Timesheet Dashboards" or the "Timesheets" "Projects" "Allocations" options next to it. (After all i just wanted to update a timesheet, not learn all the options of a new application.) Going into any of those left me confused, so I backed out to My Timesheet to enter my time:

1) Luckily the Date Range was correct because a click on it didn't allow me to change it. Why not?

2) There is no Save button and nothing to tell me if my entries will be saved automatically. Why not?

3) I thought about clicking the green "Submit Timesheet" button to Save, but resisted out of concern that once I submitted this timesheet it would be locked - with no visible means to unlock it! Why not?

4) No column totals display as in PayCom so I have to scroll up then down to visually total each day of the week to be sure I didn't exceed 8hrs-per-day

5) The 12 rows in the grid are padded so much that I have to do more up/down scrolling than in Excel

6) The worst part of this excess scrolling (in 4 & 5 above) is that the column headers don't stick, which leads to even more scrolling!

7) The "Total Hrs" column doesn't get updated on a real-time basis which makes that column mostly useless, especially since the totals row at the top is actively updated Review collected by and hosted on G2.com.

I find it convenient to go back and see what sales reviews or investigations were submitted for my team, and to look for trends across brands to see if any need special care. I can easily search for a case using account information or case numbers. I use personal views to see how many reviews or investigations were submitted for the groups of agents I oversee, and to break the statistics down by brand and date for my spreadsheet. SmartSuite is more customizable for our needs and easier to use. It can be built into the platforms we search with, which makes submitting reviews and investigations easier. Setup was smooth and easy, and the team caught on quick. Review collected by and hosted on G2.com.

Sometimes, when I edit a personal view for updated days or statistics, it takes a bit to load and show the information. Speeding this up could help my productivity, but it doesn’t get in the way much. Review collected by and hosted on G2.com.