Hire a SmartSuite Expert

Hi! This is Paul Kortman CEO of Connex Digital; an automation and integration specialized agency. As Smartsuite consultants, we specialize in making the complex simple! Want us to build your CRM, order management system, or inventory system in Smartsuite? We can do that! Want to optimize your current Smartsuite solutions for maximum productivity and efficiency? We can do that! Want to automate actions between Smartsuite and other apps (like Quickbooks)? We can do that! Simply put, we can make Smartsuite a core part of your workflow process. How to engage with us: • Click on the “BOOK A FREE DISCOVERY CALL” button below and schedule a call to discuss your project. • After the discovery call I'll give you a quote and a plan to start working ASAP. • If you need to fix your Smartsuite tables, views, or automations quickly instead, book a SUPPORT CALL. Services: • Built-For-You Bases. We design, build and automate bases for you. • Quick Support Call. Fix your Smartsuite today in a Zoom call. • Training. Learn how Smartsuite works with an expert, live. • Maintenance. We monitor your critical-to-business automations. • Custom Extensions and Custom Integrations. We are certified Zapier experts and can automate the data flow from and to your bases.

Welcome to Identify Solutions, your premier no-code consulting agency nestled in the heart of Lancaster, Pennsylvania. Founded by Benjamin Bachman, with six years of expertise in the dynamic realm of no-code technology, Identify Solutions offers a wide range of services. As a SmartSuite, Noloco, and Softr Certified Partner, we harness the power of cutting-edge tools such as SmartSuite, Airtable, Softr, Noloco, Fillout, Relay, Zapier, Make and many more to drive your business forward. Our commitment to excellence is echoed in the words of our satisfied clientele, who attest to feeling safeguarded throughout the process, acknowledging us as integral members of their team and applauding our creativity in problem-solving. At Identify Solutions, we specialize in transforming your business processes from mere concepts to tangible solutions, guiding you seamlessly from problem to solution, from napkin sketch to fully operational platform. Join us on the journey to unlock your business's full potential with no-code solutions tailored to your unique needs.

My background I have been developing custom database applications for 20+ years. I am a Certified SmartSuite Consultant and a SmartSuite Partner. (I am also a multiply certified FileMaker Pro developer.) I've worked with low-code cloud-based tools since 2016 and have been working with SmartSuite since the year it went public. . Industries I work in For 10+ years most of my clients have been law firms, mostly firms doing mass tort litigation, although I have worked with criminal defense firms, and (some years back) municipal defense. In the past I also have worked on projects in USA, Canada, UK, and Europe on projects in a variety of industries (education, medical services, newspaper circulation and publishing, travel, television production and others). . Services My basic service options are: 1. Full development (where I basically do everything for you) 2. Coaching (where I help you work on your solution) I can develop an application for your law firm, school or company start-to-finish: modeling the data, creating tables and fields, configuring access privileges so you control who can see what, designing an attractive user interface and a comfortable user experience using SmartSuite's tools. Of course I can also train your users on the application; show you how to add and remove users as you need to. And I support solutions that I've built. . Rates and billing I bill by the hour, but my rate varies by project. My default rate for work for law firms is $125-$175/hour. Other projects may be less, or more. Let's talk. There's no charge for an initial consultation.

A digital transformation agency offering Process Automation, Web and Application Development services. At YPERION we specialize in providing digital solutions for businesses of all sizes by combining human ingenuity and digital technology. Consulting: If you have an in-house development team, we can work alongside and offer advise on how to design your SmartSuite based system and provide guidance through the implementation process, thus minimizing the learning curve and solution adoption times. Custom Project Implementation: We can help you streamline workflows, automate processes and gain an insight into your organisation. Our team can undertake any project and provide you with a tailored solution utilizing SmartSuite and other 3rd party integrations. We will work closely with all project stakeholders to address your specific requirements, estimate budgets and time frames, and agree on a plan of action that aligns with your company's strategy. Training: We will train your team on using SmartSuite effectively, ensuring that they are well-equipped to leverage the full potential of the solution. Our training programs cover various aspects of SmartSuite, from basic functionalities to advanced features, empowering your team to navigate, customize, and optimize the platform according to your specific business needs. Ongoing Support: YPERION is committed to providing continuous support even after the implementation phase. Our dedicated support team is available to address any issues, answer queries, and assist your team in maximizing the benefits of SmartSuite. For further information and pricing of our services, please contact us or book a free meeting and we will be glad to discuss your business requirements.

SmallBay Digital is a full-service digital transformation partner specializing in helping SMBs streamline operations, automate processes, and build robust digital infrastructures using no-code technology. With a focus on delivering tailored solutions, we empower businesses to operate more efficiently, reduce manual work, and scale seamlessly. Our expertise spans a range of industries, including manufacturing, finance, B2B distribution, event management, and services. We’ve successfully implemented custom applications for order management, inventory tracking, product listing automation, accounting automation, contract and proposal creation, CRM solutions, project management, and internal company software. By integrating top no-code platforms such as Make.com, Bubble.io, Retool, SmartSuite, Airtable, and more, we create end-to-end solutions tailored to the unique needs of each business. At SmallBay Digital, we go beyond the call of duty by offering exceptional service and support throughout the entire project lifecycle. From initial consultation to post-implementation, we ensure seamless communication, fast problem resolution, and proactive after-project support to maintain long-term success. Our mission is to not only deliver solutions but also to become trusted partners who continue to provide value after project completion with system updates and optimizations. Our team of certified experts is highly skilled in advanced API integrations and enterprise-level automation frameworks, helping businesses build scalable, efficient systems that integrate effortlessly into their existing tech stack. Whether it’s automating order workflows for B2B distributors, streamlining inventory management for manufacturers, or creating bespoke CRM systems for financial service providers, we have the expertise to drive meaningful digital transformation. Communication is key to our approach, and we pride ourselves on maintaining clear, consistent, and transparent dialogue with clients throughout every stage. This commitment ensures we meet and exceed client expectations, delivering impactful solutions with measurable results. By leveraging a combination of no-code platforms and traditional development expertise, our goal is to empower companies with greater efficiency, scalability, and agility in today’s fast-paced market.

Bijli is a team of experienced project managers skilled in process improvement, workflow development, automations and integrations. At Bijli, we work with businesses to define and implement their project management and operational flows. We utilize automation tools such as Zapier and Make to help connect and integrate SmartSuite with your stack of tools. We can cater to your needs to improve workflows, automations, and processes in almost any project tool. We provide many different approaches depending on the company size and type. We can implement SmartSuite to build out a basic structure or even a completely customized solution that is right just for you. Standard Tool Buildout: Optimize your teams’ processes and boost your efficiency. ($1K-$5K) • Task and project management • Workload management • Process Improvement • Time-estimates & Time tracking • Documentation Hub • Custom Fields • Multiple Views • Dashboard Buildout • Standard Automations (limited to PM tool) • Training and Knowledge Transfer Custom Tool Buildout: Automate your business needs to maximize your efficiency. ($5K-$10K+) • Includes all standard tool items plus: • Website Integrations • Advanced Automations • Automated Emails • Automated Invoicing • Automated Lead Generation • Third Party Integrations (Make & Zapier) with tools such as: • Quickbooks • Calendly • G-Suite • Saleforce • Kajabi • Slack

I am Vikas, a Toronto-based project manager and workflow consultant with a passion for optimizing processes, building MVPs, and implementing rapid solutions. My expertise is informed by diverse experiences in process, projects and management roles across multiple startups in various industries across several countries.

We're a digital consultancy & implementation company, specialising in information management systems, custom software development, and customer/user journeys, alongside the normal suite of agency services. We love working with companies of all sizes to make their lives easier and businesses more profitable through digital transformation. We offer digital strategy, project delivery and problem solving services to deliver growth and improve business' results. We work with a wide range of clients on digital solutions for countless problems. The principles that underpin good digital transformation are applicable to almost any industry - but we are currently working with, and have a special interest in, the following industries: • Events & Large-Scale Music Festivals • Tourism & Hospitality • Finance • Healthcare • Start Ups • Education Solutions and services we offer include: • Digital Transformation • Custom Software Solutions • Information Management Systems • Audits and Optimisations • Automations and Integrations • User Experience (UX) • Project Management • Vendor Selection • Websites & eCommerce • Customer Relationships • User Journeys • Digital Strategy • Marketing Strategy • Brand Identity and Positioning To bring your ideas to life and improve your business results, get in touch today!

We are a team of consultants and implementers who help SMBs solve business issues, build technical solutions, and bring ideas to life. Our blend of strategic planning, operations expertise, and technical competence have allowed us to forge a strong track record of delivering effective solutions. We have served businesses in various industries including law/legal services, manufacturing, philanthropy, online education and tutoring, beverage distribution, SaaS marketing, real estate marketing, and more. Internal Tools | Client Portals | Process Automation | Business Apps | Business Intelligence | Tool Selection & More

About GeekyAir: Your SmartSuite Technology Partner GeekyAir is a premier No-Code/Low-Code and Web Development company, specializing in SmartSuite solutions. We are dedicated to leveraging SmartSuite's capabilities to optimize your business processes. Our offerings include: • SmartSuite Customization and Integration: Tailoring SmartSuite to meet your specific business needs. • Data Base Architecture & No-Code Automations with SmartSuite: Streamlining your data management and automating workflows effectively. How to start: Kick-off your journey with a structured process map. We offer a 1-hour free consultation to get you started with SmartSuite, discussing and refining your business requirements. This approach ensures that we focus on what matters most for your business growth. Pricing: • Hourly Rate: $80 • Consultation: 1 hour of free consultation to initiate your SmartSuite project.

Businesses lose over 6 figures with employees wasting productive time on outdated spreadsheets and repetitive manual busywork instead of high impactful strategic work. Let the automation experts at Soratech show you how SmartSuite can transform your business. As a SmartSuite Certified Partner, Soratech's consultants expertise in implementing powerful automations and workflows on the best work management platform. We've helped countless companies just like yours cut costs, save time, and scale faster using the power of SmartSuite. Whether you need to streamline sales, marketing, operations or any other process, Soratech's team of SmartSuite consultants can analyze your needs, design tailored solutions, and have you up and running on SmartSuite in no time: Some of the key benefits Soratech and SmartSuite can deliver: • Reduce manual work by up to 50% by automating repetitive tasks • Free up your team to focus on higher impact work rather than tedious admin tasks • Improve visibility and control with centralized dashboards and reporting • Integrate SmartSuite with all your other tools like CRM, accounting, etc. • Unlimited support from Soratech as your systems evolve over time Learn more at soratech.co

Alegria.group is a European leader in the Nocode revolution, with a holistic vision of Nocode through its three complementary divisions: Alegria.academy, Alegria.network, and Alegria.solutions. Alegria.solutions is the Nocode one-stop-shop for businesses offering a full range of services including : • Nocode acculturation, audits, and digital transformation consulting to help companies drive growth and innovation, • a Nocode studio which already delivered over 400 successful business apps, websites, mobile apps and automation projects • Services to ensure a successful implementation and sustainability of Nocode solutions, from talent staffing and acquisition to ongoing support and bespoke training

👋 Looking to create an integrated work management experience for your firm? We're your guys! We’ve helped growing accounting firms buy back their time by building integrated work management solutions that save giving them and their team more time to focus on what matters most. 🤓 How We Can Help • SmartSuite Implementation - Create a centralised work experience for your growing firm. • SmartSuite Integration - Integrate SmartSuite with your favourite software apps. • Workflow Automation - Say goodbye to tedious manual tasks once and for all. 🤔 Firms We’ve Worked With Include • Accounting • Financial Planning • Tax Advisors and more… 🔥 What Others Say “We're saving at least 8-10 hours per week. Now I can bring in more business rather than mess around with triggers and automations. They've blown us away -- way beyond our expectations.” - John Mollica, My Franchise CPAs “Opzer helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients. I would not hesitate in recommending Opzer for your automation needs.” - Dave Miller, Rosen Dental Transitions ⏰ Ready to say goodbye to inefficiencies within your firm? Let's connect to learn more about the challenges you are currently facing within your firm regarding your software or manual processes and start putting together a plan for how you can overcome them. If you feel we’re a good fit, we’ll outline the steps and investment required to get started. It’s that easy!

Hey I’m Laura the CEO of Process Atlas. I am an experienced operations and business workflow specialist. If you are here browsing for partners to help you set up in SmartSuite then you are likely experiencing one or more of these common issues - • Bottlenecks / Late delivery of projects • No visibility on project delivery • No visibility on team capacity • No structure, more time spent looking for things rather than doing • Difficult for teams to collaborate • Current tool not working, looking to transition but don’t know how I have over 6 years experience setting up companies for success with streamlined and efficient processes which work FOR you not against you. I have spent many many hours using work / task management tools and can help set you up a future proof environment in SmartSuite. A brief introduction, I am a native English speaker from the UK. I have worn many hats over the years including teaching, sales, HR, communications and operations. I have achievements in business process management, process improvement as well as business architecture. I hold a PhD in Genetics and I am a strong teacher who can provide your team with high quality training sessions if needed. Having experienced many different sectors I am poised to provide advice on optimal setups for all types of teams. I have learned over the years that the first step to a streamlined workflow is understanding the process before choosing the tool. The second step is to understand the team members who use the process. Beautifully designed processes which are designed for both the users and for efficiency are what I aim for. I can work together with you and your team to build all varieties of project management setups from Agile software development workflows, tax and accounting setups, advertising agencies and product design etc. Additionally, the ability to visualise your projects progress, your work capacity and efficiency of your team using dashboards. We are looking to improve your processes themselves whilst simultaneously building a robust environment in SmartSuite. If you need any help improving your business efficiency or with setting up in SmartSuite let me know I am ready to help. I look forward to working together! Dr Laura Mellor

I help businesses adopt tools to solve for operational gaps such as redundant work and lack of transparency. I am passionate about the idea that a good tool should work hard for your business so that your employee's time can be spent on what they were actually hired to do. My approach for this relies broadly on automating manual processes and establishing single sources of truth for as many data sets/areas of information as possible. I am comfortable working with businesses in any industry; although my experience lies in nearly 20 years of advertising agency and production operations / project management. I am well-versed in identifying and solving for areas of duplicative work, communication bottlenecks, and instances where employees spend hours per week searching for the same information. Every business has its unique set of needs, so please reach out to discuss how I can help meet yours. Here are some examples of how I can assist: • Mapping your current business process and desired future state • Documenting best practices or SOPs for your workflows • Building a proof of concept to aid in your selection of a tool or for presentation to stakeholders • Dashboard design • Data migration • Training new users • Providing ongoing support for your solution as business needs evolve • End to end project management of your implementation - let me help you keep this initiative on time and on budget while you focus on your business.

Welcome to Elev8, your gateway to unlocking the full potential of low-code automation. Are you tired of mundane, repetitive tasks consuming your valuable time and energy? Elev8 is here to liberate you from the shackles of manual labour and usher you into a world of streamlined efficiency and innovation. Our team understands that the journey towards automation isn't always a swift one. While low-code tools promise simplicity, the underlying processes often remain complex. That's where we come in. With Elev8, you'll find expert guidance and support to overcome any barriers standing between you and automation success. Wondering if your tasks are ripe for automation? Here are some telltale signs: Do you find yourself duplicating data across various apps or spreadsheets? Are you stuck in a cycle of repetitive manual entry or routine notifications and reminders? Perhaps you're drowning in form processing or bogged down by regular report generation? Elev8 has the solutions you need to automate these tasks effortlessly, allowing you to reclaim your time and focus on what truly matters. But Elev8 is more than just a service provider. We're on a mission to effect positive change and enhance lives through innovation and accessibility. Our vision is to revolutionize the automation landscape, making it accessible to businesses of all sizes. With Elev8, you're not just embracing automation – you're embracing a brighter future filled with limitless possibilities. Join us on this journey towards efficiency, innovation, and empowerment. Together, let's Elev8 your workflow and pave the way for a world where every idea can thrive with ease.

With over 10+ years of experience in Project Management and Business Analysis, I create custom systems & strategy to scale your business in a way that allows you to do more of what you love (aka serving your dream clients!). I’ve set up over 700 workflows & automations and one thing that I have seen with my clients is that they are spending way too much time doing the things their processes + tech should be able to do (or simplify) FOR them. ➡️ Setting up the tools is the easy part, anybody can do that! What I like to focus on is helping you explore your dream process steps. If money, time, and talent weren't an issue, how would you choose to deliver your 🔥 services? What would your ideal client experience look like? And thennnn we can set up in SmartSuite and other tools to help support and enable that dream process! I offer: 🔥90-minute Systems Strategy Sessions for the building business 🔥Custom SmartSuite workflow + implementation + design projects for the growing business, and 🔥Backpocket Project Manager and Implementer support for the scaling business! No matter where you are in your journey, I'd love to meet to learn more about you and your business, and how I can help you simplify your systems!

Processes improvement | Digital Transformation We work collaboratively with your team to document, optimize and implement operational excellence and digital transformation initiatives with a comprehensive approach, maximizing the generation of value in your business. We can help you: • Institutionalize your organization, • Control processes, • Define roles and responsibilities, • Optimize activities, • Expand your business, • Obtain an ISO certification. Benefits of working with Sm4rtBiz: • Reduce errors and rework • Align processes with strategy • Facilitates regulatory compliance • Eliminates duplicate costs and efforts • Take advantage of new tools

I help small businesses organize and manage their processes using modern no-code applications such as SmartSuite, Monday, Airtable, Make, and Zapier. Here's what I can do for you: 1. Help define and document existing workflows/processes. 2. Assist in selecting the best-suited applications for these processes. 3. Create MVPs (Minimum Viable Products) or proof of concepts using selected apps. 4. Integrate different apps into a seamless workflow, automating processes using Make, Zapier, and/or direct APIs. 5. Provide ongoing support for existing workflows and implement improvements as needed. 6. Create instructions and provide training to users on how to effectively utilize new tools. Rate: 90 usd per hour. I have more than 10 years of experience managing a web development studio, where we successfully grew from a team of 1 to 40 employees. Throughout that period, I actively participated as a Project/Product Manager in the development of numerous work and business management tools. It was our main specialization, allowing me to gain a deep understanding of how these tools are built and the real-life problems they are designed to solve. I'm originally from Ukraine but currently living and working in Calgary, Canada. For the past 10 years, I've worked remotely mostly with clients from the United States and Canada. Through this experience, I've become well-versed in creating a comfortable, transparent, and collaborative remote work environment. You can count on me to keep you in the loop every step of the way, and always being available to support you whenever you need assistance. Also, here are some limitations to keep in mind: 1. I cannot build business processes and workflows for you. While I have extensive business experience and can provide advice on general processes, it's important that you understand your specific main physical process. I will strive to help you organize your process management as closely to real-life scenarios as possible. 2. I do not handle project management, sales, or marketing campaigns. However, I can assist you in organizing your project management (sales, marketing) processes and teach your employees how to use the necessary tools. Please note that I won't actively manage your day-to-day projects. 3. I am best suited for smaller businesses and not equipped to organize the work of larger companies or departments with more than 50 employees. My expertise and work approach are most effective and suitable for smaller businesses.