automation-software

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

In today’s fast-paced business environment, efficiently managing business processes is crucial. Whether it’s coordinating a series of tasks or managing data across departments, having the right tools in place can make a significant difference. Enter SmartSuite, a powerful platform designed to streamline your business processes. With recent updates, SmartSuite is set to revolutionize how we interact with data, making it more intuitive and visually appealing. Let’s dive in and explore these exciting new features.

See video overview

Introduction to SmartSuite

SmartSuite is a versatile platform that allows businesses to manage an array of tasks and processes. For those familiar with Airtable, SmartSuite offers a similar yet distinct approach with its innovative features. Recently, SmartSuite released a set of features that enhance users’ interaction with data, making it more intuitive and efficient. This blog post will unpack these updates and offer insights on how to apply them to your business processes.

Transitioning from Traditional Methods

Managing data can often be perceived as a mundane task, particularly when relying on traditional, text-heavy methods. The advent of digital platforms like SmartSuite is changing this narrative. By facilitating a more interactive and visually compelling data experience, SmartSuite empowers users to derive meaningful insights and intelligence from their data.

The Power of Visualization

SmartSuite’s new features focus heavily on data visualization. They take users a step beyond simple data automation, allowing them to visually display and interact with their data in more meaningful ways.

“Smart solutions facilitate not just data automation but transform data into a visual narrative.”

Navigating SmartSuite’s Workspace

When starting with SmartSuite, the journey typically begins with setting up a new workspace. Here’s a straightforward breakdown of the initial steps:

1. Create a New Solution: Start by setting up what SmartSuite calls a solution. This acts as the umbrella under which all your data and tables reside.
2. Table Management: Each solution contains tables, which serve as the repositories for your data. At its core, a table is a grid view resembling a spreadsheet, with records organized into rows and columns.

Making Data Meaningful

The introduction of digital platforms aims to enrich the user experience by transforming data interactions. No longer do users have to contend with static rows and numbers. Instead, they can embrace dynamic visual representations that facilitate deeper insight and understanding.

Exploring SmartSuite’s New Features

SmartSuite’s commitment to enhancing user experience is evident in their latest updates. Let’s explore these new features and their potential applications.

The Visual Interface

A key highlight of SmartSuite’s new offerings is the Visual Interface. This feature provides users with visual aids to create portals that vividly display their data.

Creating a Visual Experience

To tap into this feature:

• Create a New View: Navigate through different view types to find the one that best suits your data representation needs. Types range from simple grid views to more complex map views for geospatial data.
• Map Integration: If your dataset includes geographical coordinates, you can leverage SmartSuite’s map view to visualize this data against real-world maps. This functionality helps represent data spatially and contextually.

Dashboards and Widgets

SmartSuite’s dashboard view is designed to be a canvas for rich visual elements and widgets that convey data intelligence seamlessly.

Adding Widgets

To enhance your dashboard experience:

• Widget Variety: Leverage a diverse range of widgets, from charts (bar, pie, donut) to external service integrations like YouTube videos.
• Focus on Two Key Widgets:
  • Record Selector: This widget offers a high-level summary of data entries.
  • Record Detail: It provides an in-depth, drill-down view of selected data points from the Record Selector.

These widgets work in tandem to keep your dashboard organized and insightful.

Practical Implementation of New Features

Implementing SmartSuite’s features into your workflow can transform how you interact with data. Here’s how you can set it up:

1. Set Up Record Selector and Detail: Start by adding these widgets to your dashboard. The Record Selector provides a snapshot, while the Record Detail allows deep dives into the data.
2. Map Data Fields: Connect your data sources accurately to ensure that the widgets display the correct information. Customize fields and data pensively to align with your business needs.
3. Styling and Customization: Personalize the appearance of your widgets using SmartSuite’s styling options to make your dashboard not only functional but aesthetically pleasing.

Use Case: Managing Care Requests

Let’s illustrate with an example. Suppose you manage care requests within a business:

• Data Fields: Your records might include fields like requester name, assigned personnel, status (to-do, in-progress, completed), and payment details.
• Workflow Optimization: By using the Record Selector and Record Detail widgets, you can quickly sift through requests, monitor status updates, and manage financial transactions—all from a centralized location.

Conclusion

SmartSuite’s new features are designed to make data interaction more engaging, efficient, and insightful. By implementing these features, businesses can harness the full potential of their data, transforming it into a valuable asset for decision-making and strategy development.

In upcoming posts, we’ll delve deeper into more elements introduced by SmartSuite, showcasing real-world use cases to further demonstrate their transformative potential.

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

We’d love to show you how SmartSuite can help your team do more of their best work. Here’s what we can cover during your 30-minute session:

• Access your teams needs: Let’s dive deep into your unique needs and challenges. Our experts will listen attentively to understand your specific pain points and objectives.

• Learn more about SmartSuite features: Experience SmartSuite in action with a customized demo tailored to address your specific requirements. See firsthand how our platform can streamline your workflows and boost productivity.

• Discuss pricing options: Explore our flexible pricing plans designed to scale with your business. We’ll break down our pricing structure and help you choose the plan that best aligns with your budget and goals.

• Learn how to get started: Get a step-by-step guide on how to kickstart your SmartSuite journey. From account setup to implementation strategies, we’ll provide you with actionable insights to ensure a seamless transition.

• Get all your questions answered: Our team is here to address any additional questions or concerns you may have about SmartSuite. Whether it’s technical inquiries, integration possibilities, or anything else on your mind, we’re ready to provide clarity and guidance.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

Arthur R. is the Co-Founder and Head of Development at DynamicAssist, a consultancy specialising in transforming construction businesses through no-code solutions, automation, and operational optimisation. With years of experience guiding construction companies towards greater efficiency, Arthur leverages no-code platforms like SmartSuite to deliver powerful, adaptable solutions without the complexities of traditional development. His work empowers business owners to reduce their day-to-day workload, streamline workflows, and focus on growth. Arthur’s ideal clients are construction business owners and teams aiming to improve organisation, eliminate inefficiencies, and scale their operations effectively. He particularly enjoys working on use cases that unify task management, project tracking, and team collaboration into a seamless platform, creating measurable time and cost savings.

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’re Subscribed 🎉

Thank you very much and you won’t regret it !

Oops! Something went wrong while submitting the form.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

While Monday.com has become a household name in project management, Pipedrive has carved out its niche in sales-focused workflows, and SmartSuite is emerging as a powerful all-in-one alternative.

Choosing the right project management tool can improve your team’s productivity.

While Monday.com has become a household name in project management, Pipedrive has carved out its niche in sales-focused workflows, and SmartSuite is emerging as a powerful all-in-one alternative.

This detailed comparison will help you decide which platform best fits your needs.

TL;DR:

✅ Monday excels at visual project management and team collaboration best for team-based projects.

✅ Pipedrive is optimized for sales-focused project tracking best for sales pipeline management.

✅ SmartSuite offers the most comprehensive all-in-one workspace solution best for versatile business operations.

Monday.com vs. Pipedrive vs. SmartSuite – Features

SmartSuite Features

SmartSuite is a comprehensive project management tool that lets you manage all your projects on a centralized platform with built-in automation and a communication center.

Comprehensive project management

SmartSuite’s project management feature helps you plan, track, and manage simple to complex projects.

To simplify the process, you get numerous built-in intuitive features to execute your tasks perfectly.

Here’s what we have in store for you.

• Smart task management: You can turn any item field into a task—a checklist item, comments, or sub-item. With this flexibility, you can easily build a solid task list and assign it to the right person with a due date and priority status.

• Project phases and milestones: Having milestones ensures your project stays on track and moves towards the objective. With SmartSuite, you can set them, monitor through your reporting dashboard, and flag issues.

• Files and project deliverables: With SmartSuite, you can manage and organize all your documents. Attach project-related files, share feedback with your team, and manage version history, all within your work context.

SmartSuite supports formats like PDF, GIF, CSV, PNG, and MP4. The tool also integrates with Dropbox, Google Drive, Box, and Microsoft OneDrive, making adding files to your workflows easy.

Also, you can add images directly in SmartSuite by connecting your social media and Unsplash accounts.

• Native time tracking: Monitor and evaluate task and project completion times. Built-in tracking helps group time entries see estimates, and segment billable and non-billable entries.

Team collaboration

SmartSuite outperforms Monday.com with its built-in communication and collaboration features. 

You can connect with peers in group chats or 1:1 conversations for quick feedback and keep stakeholders updated.

SmartSuite’s members’ directory provides a deep dive into each teammate’s details, such as availability status, job profile, and other relevant information, to give a holistic view of the project team.

Like the other two tools, you can use comments and @mentions to share updates, nudge teammates, or add new people to the conversation.

Comprehensive project reporting

SmartSuite offers a dynamic project analytics tool with configurable charts and graphs.

The reporting dashboard helps you track project performance, understand resource allocation, and identify slow-moving projects. 

Based on these insights, you can quickly develop plans to overcome roadblocks and get the project back on track.

You can visualize reporting in Grid, Card, Kanban, Timeline, Map, Calendar, or Dashboard views. Add as many as needed to build a visual storyboard for your project’s progress.

To share reports with stakeholders or clients, you can make the report public and share the necessary access. 

SmartSuite also supports printing or exporting PDF, Excel, Google Sheets, or CSV format.

Advanced workflow automation

SmartSuite’s no-code automation builder is one of the most intuitive, giving a neck-to-neck competition in automation.

You can assemble automation at the task and project and automate repetitive tasks based on triggers like changing dates, sending notification emails, or updating statuses. 

There are six pre-defined triggers and 15+ actions, with options to build custom ones.

SmartSuite is the right choice if you:

✅ Need a user-friendly interface with drag-and-drop customization.

✅ Need a platform that can adapt to various business processes.

✅ Want to centralize team communication and collaboration.

✅ Want affordable and feature-packed software.

SmartSuite isn’t the best option if you:

❌ Need a well-established platform with a long track record, as SmartSuite is relatively new.

❌ Need extensive third-party integrations, as SmartSuite offers fewer options than Pipedrive and Monday.com.

Monday.com Features

Monday.com is a robust project management software that helps you track, manage, plan, and organize multiple projects.

Dashboards with custom widgets

With Monday.com, you can build custom dashboards by fetching data from all your projects for a holistic view of progress. 

It offers 80+ widgets through integrations with apps like videos, calendars, clocks, and images, allowing flexibility in building project dashboards.

27+ task views

Monday.com offers over 27 task views to visualize task progress throughout the project lifecycle, including charts, Gantt charts, Calendars, Workloads, Timelines, Kanban boards, Tables, Forms, Cards, Files, and Blank views.

Such a wide range of task views offers flexibility and control over the project dashboard and caters to the team’s different working styles.

Workflow automation

Monday.com offers triggers, conditions, and actions to build linear to multi-step sequences. 

With these automated workflows, you can eliminate repetitive tasks like status updates, delete processes, or schedule calls.

Monday is the right choice if you:

✅ Need advanced automation features.

✅ Need real-time data visualization and reporting.

✅ Want a tool with solid integrations.

✅ Use Monday.com’s CRM or dev tools.

Monday isn’t the best option if you:

❌ Are a small team with a limited budget, as pricing scales up quickly due to the group-based structure.

❌ Need advanced time-tracking features, which are only available on higher-tier plans.

❌ Need robust native team communication features.

Pipedrive Features

Insights and reporting

Pipedrive offers advanced insights and reporting capabilities to help sales teams track performance and make data-driven decisions. 

Key aspects include:

• Detailed reports on deal progress, pipeline health, and team performance.
• Customizable dashboards that provide real-time visibility.
• Visual representations of data through charts and graphs.

Automation workflows

Pipeline automates administrative and repetitive tasks such as sales call scheduling, lead assignment, and follow-up emails. 

It also offers custom workflows to create workflows specific to your needs. And, it integrates with external tools like Zapier for more complex automation.

Communication and email tracking

Being a CRM, Pipedrive helps you maintain a database of all your contacts, track email performance, and store files all in a central place. 

It offers customizable email templates to power up your outreach efforts.

Pipedrive is the ideal choice if you:

✅ Are a sales-focused team looking for a straightforward CRM solution.

✅ Need a highly customizable pipeline with easy drag-and-drop functionality.

✅ Want an intuitive, user-friendly interface that simplifies sales process management.

Pipedrive isn’t the best option if you:

❌ Require extensive marketing automation capabilities.

❌ Need complex, comprehensive enterprise-level CRM features.

❌ Are looking for a completely free CRM solution with unlimited features.

Integrations: Monday vs. Pipedrive vs. SmartSuite

SmartSuite Integrations

SmartSuite integrates with major platforms, from communication to social media. It offers five connectors, including Zapier, Ply, Integrately, Relay, and Make, to connect with 1000s of apps to transfer data.

Some of the notable integrations are:

• Salesforce.
• Slack.
• Twilio.
• Jira Cloud.
• HubSpot.
• Intercom.

Monday.com Integrations

Monday.com offers 200+ integrations and apps across various categories. It provides native integrations with popular tools like Slack, Gmail, Microsoft Teams, and GitLab.

It excels in two-way synchronization with some integrations, enhancing data flow across apps, and has an open API for custom integrations.

Some standout Monday.com integrations are:

• QuickBooks.
• Google Workspace.
• Zendesk.
• PandaDoc.
• Jira.
• Freshdesk.

Pipedrive Integrations

Pipedrive’s integrations are geared two customer relationship and pipeline management, including free and paid plugins. It integrates with tools for lead management (LinkMatch), lead qualification (Zapier, Surfe), communication (GMeet, Microsoft Teams), contract management (PandaDoc and Docusign), and project management (Rippling, Asana).

Other standout integrations include:

• Quickbooks.
• Zendesk.
• Twilio.
• Lemist.
• HubSpot.
• Intercom.

Winner: Pipedrive

Pipedrive offers 400+ native integrations across various platforms, making it more versatile project management software than the rest.

Pricing: Monday vs. Pipedrive vs. SmartSuite

SmartSuite Pricing

SmartSuite offers a forever-free plan, which is among the most generous. 

The free plan gives you 100 automated triggers, team collaboration tools, 7+ task views (Dashboard, table, boards, cards, list, calendar, and grid), time tracking, and more.

We offer four paid plans, each with a 14-day free trial.

• Team: Starts at $12/user/month, including 8+ dashboard views, 5000 automation runs, time tracking, and collaborative SmartDocs.
• Professional: Starts at $28/user/month, including two-factor authentication, Gmail & Outlook integrations, and unlimited editors.
• Enterprise: Starts at $35 per user/month, including audit logs, data loss prevention, and 50,000 API calls monthly.
• Signature: Customized plan tailored to your organization’s needs and team size.

Monday Pricing

Monday.com offers a free plan for up to 2 users, including shareable forms, 500MB storage, a 1-week activity history, and one board per dashboard.

Monday.com pricing plans have four tiers and require a minimum of 3 user seats:

• Basic: Starts at $17/user/month, including Kanban view, unlimited free viewers, and unlimited boards.
• Standard: Starts at $20/user/month, including 250 automated actions/month, 3+ dashboard views, and Zoom integration.
• Pro: Starts at $32/user/month, including all five dashboard views, time tracking, and 2-factor authentication.
• Enterprise: Includes dedicated customer success manager, cross-project analytics, and resource allocation insights. Contact sales for a quote.

Pipedrive Pricing

Pipedrive offers five pricing plans with a 14-day free trial for each one of them:

• Essential: Starts at $24 per user/month, including customizable pipeline, 15 reports per user, and leads inbox.
• Advanced: Starts at $44 per user/month, including 30 active automation per user, two-way email sync, and email open & click tracking.
• Professional: Starts at $64 per user/month, including contract timeline, advanced automation, and revenue forecast reports.
• Power: Starts at $79 per user/month, including project add-on, 15 teams per company, and custom fields.
• Enterprise: Starts at $129 per user/month, including unlimited reports and advanced customizations.

Pipedrive’s pricing plans are more scalable than Salesforce, as there isn’t much price variation between tiers.

Winner: SmartSuite

SmartSuite is the best contender due to its generous free plan and lower entry point for paid plans. Additionally, the price-to-feature ratio is well distributed across tiers compared to the other two tools.

Lastly, it offers flexible per-user pricing, not locking you in unused seats, unlike Monday.com and Pipedrive. But Pipedrive and Monday.com’s group-based pricing might reduce the average cost for many users.

What are Customers Saying about Monday.com, Pipedrive, and SmartSuite?

SmartSuite Reviews

G2 rating: 4.8/5

What users love:

• Intuitive interface and quick setup
• Built-in communication features
• Flexible customization options
• Value for money compared to competitors

Source

Source

Common complaints:

• Limited integration options compared to established competitors
• Some advanced features are still in development
• Newer platform with a smaller user community
• Occasional performance issues with larger datasets

Source

Monday.com Reviews

G2 rating: 4.7/5

What users love:

• A highly visual interface with multiple view options.
• Extensive customization capabilities.
• Strong automation features.
• Large template library.

Source

Source

Common complaints:

• A steep learning curve for new users.
• Group-based pricing can be expensive for small teams.
• Interfaces sometimes feel cluttered and overwhelming due to loads of features.
• Mobile app performance issues reported.

Source

Source

Pipedrive Reviews

G2 rating: 4.3/5

What users love:

• Multiple work views.
• User-friendly interface.
• Team communication and collaboration.

Source

Source

Common complaints:

• Limited flexibility while building automation.
• Lack of customizability compared to other CRMs.
• Limited functionality for the price.

Source

Source

Each platform has great pros and cons. The best choice depends on your needs and budget:

• SmartSuite users value its all-in-one approach and pricing.
• Pipedrive users recommend it for diverse work views and team collaboration.
• Monday.com users appreciate the visual customization and automation capabilities.

Final Verdict: Monday.com, Pipedrive, or SmartSuite?

Each platform brings unique strengths to the table

• Monday.com shines with its intuitive interface and robust collaboration features, making it perfect for creative teams and agencies.
• Pipedrive remains unmatched for sales-focused organizations with its powerful CRM capabilities and sales automation.

However, SmartSuite emerges as the best platform to change how you plan and manage projects across all departments.

Its powerful automation, extensive customization, and all-in-one functionality offer the best value proposition for growing businesses.

Ready to level up your project management game? Try its free plan or dive deeper by scheduling a demo or signing up for a free trial today!

‍

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.