{
 "schema_version": "1.0",
 "id": "smartsuite",
 "name": "SmartSuite",
 "research_status": "researched",
 "vendor_domain": "smartsuite.com",
 "category": "Operations & Workflow",
 "task": "Projects, planning & team workflow",
 "summary": "One flexible work management platform to plan, track and automate any process. Projects, CRM and operations side by side — replace a stack of scattered tools with a single source of truth.",
 "best_for": "teams consolidating projects, CRM and operations into one flexible, database-driven work-management platform",
 "skip_if": "you need a lightweight to-do or a single-purpose tool — SmartSuite's breadth is wasted and its learning curve isn't worth it",
 "honest_knock": "It's a broad, do-everything work-management platform, so the power comes with a learning curve and a per-seat cost that adds up for bigger teams — a single source of truth if you commit, overkill if you just need a task list. One gate comes before all of that: on 21 October 2026 the trial sign-up refused both addresses we tried, each on our own company domain, with 'Please use your business email.' We could not get in, so this review still describes SmartSuite from its own pages, not from use.",
 "pricing": {
  "status": "public",
  "entry_price": "$15",
  "entry_price_terms": "Team, per seat · per seat per month billed annually ($20 billed monthly), with a minimum of 3 billable users",
  "from_price_usd_month": 15.0,
  "plans": [
   {
    "name": "Team",
    "price": "$15 per seat a month billed annually, or $20 billed monthly",
    "includes": "Min 3 billable users, 5,000 records per solution, 50GB storage, 30-day recycle bin"
   },
   {
    "name": "Professional",
    "price": "$32 per seat annually, or $36 monthly",
    "includes": "Min 5 billable users, 100,000 records, 100GB, 45-day recycle bin"
   },
   {
    "name": "Enterprise",
    "price": "quote-only",
    "includes": "400,000 records, 500GB, 60 days, SSO, SCIM, audit logs, IP restrictions, DLP, EU data residency, no seat minimum"
   },
   {
    "name": "Signature",
    "price": "no published price",
    "includes": "Priced per solution rather than per seat"
   }
  ],
  "plans_source": "summarised from pricing.notes; every plan name and amount appears verbatim in those notes",
  "notes": "(re-verified 2026-10-02 on their own pricing page, USD; unchanged since our August reading) No free plan — a 14-day trial of Professional with no credit card, and the page states there is no auto-charge when it ends. Team is $15 per seat a month billed annually, or $20 billed monthly, with a minimum of 3 billable users, 5,000 records per solution, 50GB of storage and a 30-day recycle bin. Professional is $32 per seat annually, or $36 monthly, with a minimum of 5 billable users, 100,000 records, 100GB and 45 days. Enterprise is quote-only and lifts those to 400,000 records, 500GB and 60 days, adding SSO, SCIM, audit logs, IP restrictions, data-loss prevention and European data residency; a further Signature plan sits above it, also on request and, per the FAQ, priced per solution rather than per seat. The minimums matter more than the rate: a three-person team on Team pays for three seats whether or not all three log in, and Professional cannot be bought for fewer than five, so the real entry price is $45 a month on Team and $160 on Professional rather than the per-seat figures on the cards. The FAQ adds that Enterprise has no seat minimum and that read-only users, commenters and form submitters are not billed.",
  "verified_at": "2026-10-02",
  "source_url": null,
  "schema_offer": {
   "price": 15.0,
   "currency": "USD",
   "description": "Team, per seat, per seat per month billed annually ($20 billed monthly), with a minimum of 3 billable users - so the first bill is $45 a month. Read on the vendor's own pricing page on 2026-10-02.",
   "page": "https://officesoftwaremarketplace.com/smartsuite-review.html"
  },
  "source_quotes": null,
  "recent_change": null,
  "price_history": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "Team is $15 per seat a month billed annually, or $20 billed monthly, with a minimum of 3 billable users, 5,000 records per solution, 50GB of storage and a 30-day recycle bin.",
   "verified_at": "2026-10-02",
   "source_url": null
  }
 ],
 "compare_with": {
  "name": "Airtable or monday.com",
  "why": "other flexible work-management platforms"
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/smartsuite.json",
  "review": "https://officesoftwaremarketplace.com/smartsuite-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/smartsuite/",
  "vendor_site": "https://smartsuite.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://partners.smartsuite.com/3o9qow98qlja",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "available",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": {
   "currency": "USD",
   "unit": "seat",
   "axis": "users",
   "rules_verified_at": "2026-10-02",
   "plans": [
    {
     "id": "team",
     "name": "Team",
     "model": "per_unit",
     "annual_month": 15,
     "monthly": 20,
     "min_units": 3,
     "evidence": "Team is $15 per seat a month billed annually, or $20 billed monthly, with a minimum of 3 billable users"
    },
    {
     "id": "professional",
     "name": "Professional",
     "model": "per_unit",
     "annual_month": 32,
     "monthly": 36,
     "min_units": 5,
     "evidence": "Professional is $32 per seat annually, or $36 monthly, with a minimum of 5 billable users"
    },
    {
     "id": "enterprise",
     "name": "Enterprise",
     "model": "quote",
     "evidence": "Enterprise is quote-only"
    },
    {
     "id": "signature",
     "name": "Signature",
     "model": "quote",
     "evidence": "a further Signature plan sits above it, also on request"
    }
   ],
   "notes": [
    "Read-only users, commenters and form submitters are not billed (vendor FAQ)."
   ]
  },
  "growth": {
   "annual": {
    "product_id": "smartsuite",
    "currency": "USD",
    "axis": "users",
    "unit": "seat",
    "billing": "annual",
    "rows": [
     {
      "units": 1,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 45.0,
      "billed": {
       "amount": 540.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 45.0,
       "professional": 160.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 2,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 45.0,
      "billed": {
       "amount": 540.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 45.0,
       "professional": 160.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 3,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 45.0,
      "billed": {
       "amount": 540.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 45.0,
       "professional": 160.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 5,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 75.0,
      "billed": {
       "amount": 900.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 75.0,
       "professional": 160.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 10,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 150.0,
      "billed": {
       "amount": 1800.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 150.0,
       "professional": 320.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 15,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 225.0,
      "billed": {
       "amount": 2700.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 225.0,
       "professional": 480.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 20,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 300.0,
      "billed": {
       "amount": 3600.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 300.0,
       "professional": 640.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 25,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 375.0,
      "billed": {
       "amount": 4500.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 375.0,
       "professional": 800.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 50,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 750.0,
      "billed": {
       "amount": 9000.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 750.0,
       "professional": 1600.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 100,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 1500.0,
      "billed": {
       "amount": 18000.0,
       "every": "year"
      },
      "ranges": [],
      "per_plan": {
       "team": 1500.0,
       "professional": 3200.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     }
    ],
    "switch_points": [],
    "conflicts": [],
    "unknowns": []
   },
   "monthly": {
    "product_id": "smartsuite",
    "currency": "USD",
    "axis": "users",
    "unit": "seat",
    "billing": "monthly",
    "rows": [
     {
      "units": 1,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 60.0,
      "billed": {
       "amount": 60.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 60.0,
       "professional": 180.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 2,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 60.0,
      "billed": {
       "amount": 60.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 60.0,
       "professional": 180.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 3,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 60.0,
      "billed": {
       "amount": 60.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 60.0,
       "professional": 180.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 5,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 100.0,
      "billed": {
       "amount": 100.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 100.0,
       "professional": 180.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 10,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 200.0,
      "billed": {
       "amount": 200.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 200.0,
       "professional": 360.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 15,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 300.0,
      "billed": {
       "amount": 300.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 300.0,
       "professional": 540.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 20,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 400.0,
      "billed": {
       "amount": 400.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 400.0,
       "professional": 720.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 25,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 500.0,
      "billed": {
       "amount": 500.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 500.0,
       "professional": 900.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 50,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 1000.0,
      "billed": {
       "amount": 1000.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 1000.0,
       "professional": 1800.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     },
     {
      "units": 100,
      "cheapest_plan": "team",
      "cheapest_plan_name": "Team",
      "total_month": 2000.0,
      "billed": {
       "amount": 2000.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "team": 2000.0,
       "professional": 3600.0,
       "enterprise": "quote",
       "signature": "quote"
      }
     }
    ],
    "switch_points": [],
    "conflicts": [],
    "unknowns": []
   }
  }
 },
 "unknowns": [
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": {
  "source_url": "https://status.smartsuite.com",
  "platform": "statuspage",
  "period": {
   "from": "2026-08-07T05:40:02.328044Z",
   "to": "2026-11-05T05:40:02.328044Z",
   "days": 90
  },
  "read_at": "2026-11-05T05:40:02.328044Z",
  "source_urls": [
   "https://status.smartsuite.com/history.rss"
  ],
  "claim": null,
  "scope": "SmartSuite Status. Counts cover all incidents on this page; no component filtering. May include services beyond the reviewed product.",
  "incident_count": null,
  "observed_count": 1,
  "counts_by_vendor_label": {
   "unknown": 1
  },
  "major_or_critical_count": null,
  "observed_major_or_critical_count": 0,
  "duration_seconds": null,
  "known_duration_seconds": null,
  "duration_known_count": 0,
  "ongoing_count": null,
  "incidents": [
   {
    "id": "https://status.smartsuite.com/incidents/37mgsndr8qp4",
    "source_url": "https://status.smartsuite.com/incidents/37mgsndr8qp4",
    "label": "unknown",
    "title": "Login 3 Nov 2026",
    "started_at": null,
    "published_at": "2026-11-03T20:42:53Z",
    "resolved_at": null,
    "ongoing": null,
    "kind": "notice"
   }
  ],
  "coverage": "feed_entries_only",
  "note": "Vendor-reported incidents, not measured uptime. Durations are summed per incident, clipped to the window; overlaps count separately. Feed notices use publication dates, may include maintenance and lack original start/end times. Counts cover the whole vendor page, not product-only incidents.",
  "availability": "ok"
 },
 "measured": {
  "support": null,
  "onboarding": null,
  "inbox": {
   "timeline": {
    "signup_at": null,
    "messages": []
   },
   "window_start": "2026-10-20T22:00:00Z",
   "window_end": "2026-11-03T23:00:00Z",
   "window_days": 14,
   "time_basis": "signup_date_midnight_Europe_Amsterdam",
   "status": "complete",
   "observed_at": "2026-11-05T02:18:02.327835Z",
   "counts": {
    "transactional": 0,
    "onboarding_tips": 0,
    "sales_upsell": 0,
    "personal_looking_sales": 0
   },
   "first_sales_email_hours": null,
   "has_list_unsubscribe": false,
   "uncertain": 0,
   "after_cancel": {
    "status": "not_tested"
   },
   "after_deletion": {
    "status": "not_tested"
   },
   "after_unsubscribe": {
    "status": "not_tested"
   }
  },
  "invites": {
   "status": "not_tested",
   "default_on": "not_tested",
   "plus_accepted": "not_tested",
   "invitee_can_unsubscribe": "not_tested",
   "address_book_requested": "not_tested",
   "workspace_requested": "not_tested"
  },
  "entry_exit": {
   "signup": {
    "screens": "not_tested",
    "card_required": "not_tested",
    "call_required": "not_tested",
    "observed_on": null,
    "evidence_url": null
   },
   "cancel": {
    "screens": "not_tested",
    "call_required": "not_tested",
    "observed_on": null,
    "evidence_url": null
   }
  },
  "tested_on": "2026-10-21",
  "tested_by": "Our team; actor, account and scope are documented in the review.",
  "review_url": "https://officesoftwaremarketplace.com/smartsuite-review.html",
  "method": [
   "Attempted trial registration through the authentication signup page",
   "Retried registration with an address on our first domain",
   "Retried with an address on our second domain"
  ],
  "claims": [],
  "exit_test": null,
  "facts": {
   "trial_requires_card": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-21",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#hands-on"
   },
   "trial_duration_confirmed": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-21",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#hands-on"
   },
   "export_file_inspected": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-21",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#hands-on"
   },
   "export_reimport_tested": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-21",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#hands-on"
   },
   "export_direct_download": {
    "value": "not_tested",
    "basis": "No explicit observation in the public evidence.",
    "observed_on": "2026-10-21",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#hands-on"
   },
   "marketing_emails_14d": {
    "value": 0,
    "basis": "Header rules; marketing = onboarding/tips + sales/upsell + personal-looking sales. Retained INBOX/junk only; time_basis states whether the signup hour is known.",
    "observed_on": "2026-11-05",
    "evidence_url": "https://officesoftwaremarketplace.com/smartsuite-review.html#inbox-timeline"
   }
  }
 },
 "task_evidence": {
  "structured_checks": [],
  "sessions": [
   {
    "source": "session",
    "product_name": "SmartSuite",
    "product_id": "smartsuite",
    "run_date": "2026-10-21",
    "session_type": "signup_attempt",
    "what": "We tried to start SmartSuite's 14-day trial on 21 October 2026 and did not get in: Daan entered two email addresses on our own company domains in the sign-up form and SmartSuite refused both. We have not used the product itself, and nothing below is a finding about it.",
    "findings": [
     "The sign-up page reads 'Welcome to SmartSuite' and 'Let's get your free 14-day trial setup', with one field, 'Enter your business email', and the note 'A valid business email address is required to continue.' Google, Apple and Microsoft sign-in are offered as alternatives.",
     "An address on our own domain aibuildermarketplace.com was refused with 'Please use your business email.'",
     "A second address on another domain of ours, theweeklyaiedge.com, was refused with the same message."
    ],
    "not_tested": [
     "The product itself: we never got an account",
     "Signing up with Google, Apple or Microsoft (we do not connect those accounts in tests)",
     "What the filter decides on, such as the age of a domain or its mail records; we only know that two of our own domains were refused",
     "Whether SmartSuite support makes an exception"
    ],
    "report": null,
    "disclosure": null,
    "evidence_status": null,
    "result": "reported",
    "note": "Findings as written up after the session; no pass/fail per task was scored.",
    "in_catalog": true
   }
  ]
 },
 "open_questions": [
  {
   "question_id": "smartsuite:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "smartsuite:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "smartsuite:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_found",
   "detail": "No explicit support for purchases by AI agents on the vendor's own pages.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 }
}
