SmartSuite consultants

Q: Can SmartSuite replace our current project management and CRM tools?

For many small to mid-sized businesses, yes. SmartSuite can handle project tracking, client management, sales pipelines, and internal processes in one platform. Whether it fully replaces a dedicated CRM depends on your specific sales workflow complexity. We help businesses evaluate this fit and migrate data from existing tools when SmartSuite is the right choice.

Q: How do we connect SmartSuite to our other business tools?

SmartSuite has an API and built-in integrations with common tools. For more advanced connections, we use n8n to build custom automations that sync SmartSuite data with your accounting software, email marketing platform, cloud storage, and other systems. Our system integration services handle the full setup.

Q: Can AI improve how we use SmartSuite?

AI can automate data entry into SmartSuite from emails and documents, classify incoming requests and route them to the right projects, and generate status reports from your SmartSuite data automatically. Our AI agent development team builds these intelligent workflows that make SmartSuite smarter than its built-in automation allows.

Q: How long does it take to set up SmartSuite for our team?

A basic SmartSuite setup with standard templates takes a few days. A custom configuration with data migration from existing tools, advanced automations, and integration with your tech stack typically takes two to four weeks. We scope each project based on how many processes you want to manage in SmartSuite and how many external systems need connecting.

Q: Can SmartSuite handle both internal projects and client-facing work?

Yes. SmartSuite supports separate workspaces and permission levels, so you can manage internal projects, client deliverables, and shared spaces with appropriate access controls. Guest access allows clients to view relevant project information without seeing your internal data. This makes it practical for agencies and service businesses managing multiple client engagements.

We can help you automate your business with SmartSuite and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing SmartSuite.

Get in touch

Book a call

About SmartSuite

SmartSuite is a work management platform that combines project management, task tracking, CRM, and workflow automation in a single tool. Think of it as a more structured alternative to Airtable or Monday.com, with built-in views for grids, Kanban boards, calendars, timelines, and dashboards all connected to the same underlying data.

What makes SmartSuite stand out for business teams is its solution templates and automation engine. Rather than building your project management setup from scratch, you can start with pre-built templates for specific use cases — sales pipelines, project tracking, HR onboarding, client management — and customise from there. The built-in automations handle routine tasks like status updates, notifications, and record creation without needing external tools.

At Osher, we help businesses integrate SmartSuite into their broader tech stack and build advanced automations that go beyond what the built-in features offer. Using n8n, we connect SmartSuite to your accounting software, CRM, communication tools, and custom systems so that data flows automatically between platforms. Our business automation services turn SmartSuite from a standalone work management tool into the operational backbone of your business. See our talent marketplace case study for an example of connected work management.

SmartSuite includes team collaboration features, document storage, time tracking, and reporting dashboards. For Australian businesses looking for a single platform to manage projects, clients, and internal processes without juggling multiple subscriptions, it provides genuine depth at a competitive price point.

SmartSuite FAQs

Frequently Asked Questions

Common questions about how SmartSuite consultants can help with integration and implementation

How does SmartSuite compare to Monday.com or Airtable?

SmartSuite offers more built-in views and features than Airtable at a similar price point, including Gantt charts, dashboards, and time tracking without add-ons. Compared to Monday.com, SmartSuite is more flexible with data structures and typically costs less per user. The main trade-off is that SmartSuite has a smaller app marketplace, which is where custom integrations become valuable.

Can SmartSuite replace our current project management and CRM tools?

How do we connect SmartSuite to our other business tools?

Can AI improve how we use SmartSuite?

How long does it take to set up SmartSuite for our team?

Can SmartSuite handle both internal projects and client-facing work?

How it works

We work hand-in-hand with you to implement SmartSuite

As SmartSuite consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate SmartSuite with integrate and automate 800+ tools.

Step 1

Operations and Workflow Audit

We review your current project management, client tracking, and operational processes. This includes understanding what tools you use today, where data lives, and which manual processes are slowing your team down so we can design the right SmartSuite setup.

Step 2

SmartSuite Architecture Design

We design the workspace structure, solution layouts, field types, and views that match how your team actually works. This architecture covers project tracking, client management, and any other processes you want to centralise in SmartSuite.

Step 3

Setup and Data Migration

We configure SmartSuite with your custom architecture, set up user roles and permissions, and migrate data from your existing tools. Historical project data, client records, and active tasks are transferred cleanly to minimise disruption during the switch.

Step 4

Automation and Integration Build

Using SmartSuite’s built-in automations and n8n for external connections, we build the workflows that automate routine tasks. This includes status notifications, data syncing with accounting and email tools, and any custom logic your operations require.

Step 5

Testing and Team Review

We test every workflow, automation, and integration with realistic scenarios. Your team uses the system for a trial period to confirm it matches their daily needs, and we refine the setup based on their feedback before full rollout.

Step 6

Training and Ongoing Support

We provide hands-on training for your team covering daily SmartSuite usage, the automations we built, and how to create new views and reports. We also supply documentation and offer ongoing support for workflow adjustments as your business needs evolve.

Transform your business with SmartSuite

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation SmartSuite consultation.

Get in touch

Book a call