AI Automation & SmartSuite Systems for Scaling B2B Operations Expertise: SmartSuite • AI Automation • Internal Tools • Ops Systems Ideal For: Scaling B2B teams, agencies, distributors, and founders About SBD: SmallBay Digital (SBD) is an AI automation and internal systems company helping B2B businesses replace messy operations with clean, scalable, AI-powered workflows. We don’t sell tools. We don’t push templates. We design, build, and run systems that actually get adopted by teams. With a focus on delivering tailored solutions, we empower businesses to operate more efficiently, reduce manual work, and scale seamlessly. From SmartSuite-based work management systems to AI-driven ops automation, SBD acts as a long-term delivery and transformation partner for teams that are growing faster than their internal processes can handle. Why Clients Choose SBD (Over Other Experts): Most clients come to us after: “We tried SmartSuite / automation… but it didn’t stick.” • We start with process mapping, not tools • We design for adoption, not demos • We optimize for cost, scale, and latency • We stay involved post-launch • We build systems that evolve with the business What We Help You Build in SmartSuite: We use SmartSuite as a core system of record, then orchestrate automation and AI around it. Common systems we build: 1. Operations & Work Management Systems • Custom SmartSuite schemas for ops, tasks, approvals • Cross-team dashboards (ops, finance, leadership) • SLA tracking, ownership, and escalation logic • SmartSuite as a single source of truth 2. Internal Tools & Admin Panels • SmartSuite + Retool internal tools • Role-based access for teams • CRUD interfaces for ops, inventory, clients, vendors • Reduced dependency on engineering teams 3. AI-Powered Workflow Automation • Lead intake → qualification → routing • AI-based tagging, scoring, and summarization • WhatsApp, email, Slack automation • n8n / Make automations connected to SmartSuite 4. CRM, Sales & Client Ops Systems • Lead lifecycle automation • Auto follow-ups and reminders • Client onboarding workflows • Centralized interaction logs 5. Reporting, Dashboards & BI • SmartSuite dashboards for leadership • Auto-generated weekly/monthly summaries • KPI tracking across teams • AI-generated insights, not just charts Let’s Talk: If you’re using SmartSuite (or planning to) and want it actually to run your business, not just store data. We’ll review your current setup and show you what’s possible. 👉 Book a 1:1 Discovery Call [https://cal.com/pranav-mahaveer/30min] Email: info@smallbaydigital.com

SmartSuite Consulting is a professional freelance consultancy agency specializing in assisting businesses improve their productivity by streamlining their business processes in SmartSuite. As an official SmartSuite partner and certified consultant, we have an extensive understanding of the complete range of tools and features available, enabling us to assist you in unlocking their full potential. We know that every business has unique requirements, so we take the time to understand your specific needs. Our work is tailored to your organization, ensuring alignment with your objectives. We offer a range of specialized services, including custom development, consulting and implementation, process automation, third-party API integrations with Make, and creating customized client portals in Noloco. Consultancy Options We provide a range of consultancy options. Whether you need ongoing support, assistance with a one-time project, or a full migration and build of your business in SmartSuite from scratch, we're equipped to assist you. You can work with us on an hourly basis, with options for 5, 10, or 20 hours, depending on your specific requirements. Additionally, we offer customized projects tailored to your business needs, providing you with a personalized solution that fits your organization's goals. How to Start You can contact us here or book your free 30-minute intro call using the link provided. During this call, we will take the time to understand your business needs and explain how our services can help you achieve your goals using SmartSuite. We also invite you to visit our website to learn more about SmartSuite Consulting and for scheduling your free 30-minute intro call.

Elevate your operational efficiency with the dynamic duo of SmartSuite and Zant Technologies. Our cadre of SmartSuite-certified developers is poised to transform your business workflows with unparalleled expertise. We've crafted cutting-edge workspaces for an array of industries including technology, construction, sales, retail, and aviation, to name a few. Our client-centric methodology unfolds in three streamlined steps, ensuring a tailored fit to your unique business needs. The initial phase involves the meticulous setup of your workspaces and solutions, laying a solid foundation for innovation. Next, we focus on enhancing interdepartmental synergy by establishing sophisticated automations that not only facilitate seamless data sharing but also replace manual processes with efficient, automated operations. The final stride in our journey of optimization is where our prowess as professional software developers truly shines. We offer bespoke integration services, melding your SmartSuite workspace with any third-party software equipped with an API, thus creating a seamless, interconnected digital ecosystem. Embark on a journey to redefine your business processes. Schedule your exploratory call with us today and witness the metamorphosis of your workflows into a paragon of efficiency.

Workflow Optimize helps organizations to streamline their processes and tailor SmartSuite Solutions to align with their needs. Our Services Include: 1. Documenting and Analysis of Workflows 2. SmartSuite Solution Design, Build, and Implementation, including: 3. Data Structure and Migration 4. Automation: Using SmartSuite’s native automation capabilities and/or third party connectors (Make/Zapier/Relay) 5. Custom Formulas 6. Dashboard Design 7. Integration: Connecting to SmartSuite’s Technology Partner Platforms to provide enhanced functionality. This can include the design, build, and implementation of 3rd party tools for advanced form building and custom portals. 8. User Training 9. Ongoing Support When you choose Workflow Optimize, you're choosing a partner dedicated to unlocking your organization's full potential. We work closely with you to craft a bespoke technology ecosystem that aligns perfectly with your vision. Our commitment doesn't end there. We go beyond implementation by providing comprehensive training to empower your team with the knowledge and skills necessary to maximize the benefits of your tailored technology. Our dedicated support is just a message away, always prepared to address any questions or challenges you may encounter on your journey. With Workflow Optimize, it's more than adopting a solution; it's gaining a reliable partner genuinely dedicated to ensuring your ongoing success. Visit our website to sign up for a free consultation to discuss your needs and find out if we are a good fit!

Streamline your business workflows today with our off-the-shelf software and automation solutions. At Customate Solutions, we specialise in helping businesses like yours run more efficiently by implementing off-the-shelf software and automation tools. Whether you’re struggling with time-consuming manual processes, data entry errors, or other productivity challenges, we can help. How We Can Help: Ready to take your business to the next level? Contact us today to learn more about how we can help you streamline your processes and boost your bottom line. Project Management Struggling with project management? Need better team collaboration and project visibility? Effective project management is crucial for business success, but it can be difficult to achieve. We specialise in solutions to streamline workflows, optimise resource allocation, and track progress in real-time. Contact us to learn more and focus on what you do best. Workflow Automation Struggling with project management? Tired of manual, repetitive tasks? Want more efficient, error-free processes? Maximise productivity and optimise your business operations with our workflow automation solutions. Streamline processes, save time and money, and improve accuracy. Contact us to learn more and focus on growing your business. CRM Implementation Struggling with customer data and interactions? Want to improve customer experience and sales? We specialise in CRM implementation solutions that help businesses effectively manage their customer data and interactions. Whether you’re looking to improve your customer experience, increase sales, or streamline your processes, we have the expertise to help.

I strategize and build sustainable business automation solutions for small-to-medium business owners, advisors and coaches so they can feel confident in their operations again and free to focus on their Why.

We help Your online B2B business increase profit, improve service and efficiency by automating and integrating Your internal software landscape surrounding your SmartSuite implementation. One of the examples of comprehensive automation and integration that we delivered is between SmartSuite as a CRM software, and Xero as the accounting software of choice. You can read more about this use case on our website and watch the video below. At Naonis, we are passionate, knowledgeable, and experienced with integrations, automation, and customer experience. We have more than 15 years of experience in delighting customers with our Customer Relationship Management and integration solutions. We have extensive knowledge of CRM and integration platforms and we have built and deployed an extensive number of integrations for our customers between a number of cloud software products. We help your business simplify your IT landscape by automating and improving processes, one quick win and a big impact at the time, by leveraging existing tools and technologies wherever possible. Our specialty is around SmartSuite CRM implementations and related upstream and downstream processes that make your business unique and fit your specific business requirements: • Marketing Automation (e.g.: Marketo, HubSpot, MailChimp, etc) • Accounting / Invoicing (e.g.: Xero, Quickbooks, MYOB, etc) • Ticketing Systems / Customer Success (e.g.: Zendesk, etc) • E-commerce (e.g.: Shopify, etc) • Sales Engagement and Execution (e.g.: SalesLoft, Outreach, etc) • Payment processing (e.g.: Stripe, etc) • Configure Price Quote (e.g.: DealHub.io, etc) • ERP (e.g: Netsuite, SAP Business One, etc) Our core values drive our approach: we prioritise trust, reliability, honesty, authenticity, innovation, creativity, perseverance, determination, and a focus on delivering incremental value. We collaborate closely with clients, with flexible time and material engagements, serving as an extension of your team, to deliver exceptional results. We pay meticulous attention to detail, ensuring that every project meets and exceeds expectations. Don’t just take our word for it. Have a look at our website for what people we’ve worked with have to say about us!

At Moonland, we empower SMEs and NGOs with comprehensive data services, from analysis and formatting to centralization and visualization. Our experts optimize your business processes, automate tasks with AI, and provide long-term support. Transform your data into actionable insights and make informed decisions with Moonland. At Moonland, we help SMEs and NGOs with their digital transformation. From analysis, we try to speak your language

Database development, automations, scripts, promotional materials, affiliate set up and strategy support for building large scale collaborative events like virtual conferences to grow your email list by thousands or tens of thousands of engaged, organic subscribers. Automate collaborative events to create unforgettable experiences in record time.

Feature Power helps businesses use SmartSuite to achieve their goals. We can customise SmartSuite's many tools and processes to meet your unique business needs and help you seamlessly integrate SmartSuite with your other business software products. At Feature Power we can support you to derive the business benefits SmartSuite promises, more quickly than you can get it done yourself. Feature Power can: • Help you use SmartSuite to effectively meet your business objectives • Help you save time with SmartSuite by streamlining complex systems, projects and processes • Establish protocols so your team can track work easily and communicate consistently using SmartSuite • Help you achieve business objectives with minimal administrative effort • Upskill you and your team to use SmartSuite with more confidence and success

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

👋 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!

I help you grow your business, one process at a time I am here to help you structure and improve the way your business operates to allow you to develop it with complete peace of mind. We often talk about customer acquisition but never what happens afterwards. Structuring your business also means better serving your customers, better equipping your employees and therefore less micromanagement. I support changemakers and "purpose driven" entrepreneurs like you who want to develop their business peacefully without having to work 50 hours a week and find themselves completely chained to their business. Make a significant impact in the lives of your customers and your community while having time for yourself. Put in place sustainable systems that support you, pamper your customers and make life easier for your team. Automate tasks that constantly exhaust you. You've come to the right place if you want to grow your business with intentional delegation and internal tool systems that support your team members. I am sure of one thing: to accomplish great things, we need to be surrounded: by a team, by mentors, by a strategic partner like me for example. I use a holistic approach when it comes to structuring. (it's a word that I invented, meaning holistic and systemic at the same time. A clever mix between strategic planning, operational design, implementation and business intelligence (for a company focused on good data). Consulting services (247 euros/h) • I analyze the current configuration of your workspace and make appropriate optimization recommendations. • We explore the features of your project manager and choose those that will make the difference in your operations management Custom buildouts (Starting at 3000 euros) • I build a personalized collaborative space adapted to your operations • Seamless experiences powered by automation, aligned with your own definition of operational excellence

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

Imagine running your business with no headache or time lost. We can help you get that. We help our clients do that with clean processes, automation, and choosing the right tech stack. We will dive into your processes to simplify them and create the perfect framework in SmartSuite. During the implementation phase, we work with our clients to ensure that SmartSuite is integrated to other existing Saas. We offer ongoing support and customized training to ensure the success of the implementation. We have worked with over 50 clients since 2021 in different industries and helped them save time and money by implementing the right tools.

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.

Hey there! I'm Nicole, a no code work management and relational database implementation expert. Over the past 4 years, I've helped countless organizations implement and adopt tools including SmartSuite, Asana, ClickUp, Monday.com, and Airtable and set up automated workflows using tools like Zapier and Make. I'd love to do the same for you!

At Glassdoor Technologies, we are committed to the digital transformation of small and medium-sized businesses in Latin America. Since 2018, we have led the way in helping organizations make the most of modern technological solutions, with a special focus on SmartSuite. Our Services: • Business Solutions and Workflow Design & Implementation: We specialize in transforming business processes into efficient digital solutions. Our team designs and implements custom workflows in SmartSuite, ensuring that each solution is perfectly aligned with your business needs and objectives. • Third-Party Integrations: With extensive experience in Make, Zapier, and custom APIs, we integrate SmartSuite with other essential business tools, creating an interconnected application ecosystem that drives efficiency and productivity. • Data Structure Modeling: Our focus on data modeling ensures that your information structure is optimal for analysis, reporting, and decision-making, allowing your business to maximize the value of its data. • Portal Creation for Clients with Easy Portal, Softtr, and Noloco: Furthermore, we specialize in creating portals for our clients using industry-leading tools like Easy Portal, Softtr, and Noloco. These portals are designed to enhance user interaction and experience, ensuring seamless integration with your existing systems. Rate and Process: We offer our services at a competitive rate of USD 60 per hour. Our work process consists of: 1. Discovery: Understanding your challenges and objectives. 2. Modeling and Planning: Designing a tailor-made solution. 3. Implementation: Developing and implementing your SmartSuite solution. 4. Continuous Improvement: Providing support and continuous improvements to ensure your solution evolves with your needs. At Glassdoor Technologies, we don't just implement technology; we transform the way you do business. With our help, your company will be equipped to face the challenges of tomorrow. Contact: If you're ready to take the next step in your company's digital transformation, contact us to start a conversation. We are here to guide you every step of the way.

SoHo Dragon is a Wall Street-based consulting and staffing firm that focuses on complex technology deployments when time is short, the budget is tight, and the cost of failure is high. Areas of specialty include Microsoft software, Azure, business enterprise applications, data and AI, GRC, and advisory services. Our staffing services include direct hire, staff augmentation, offshore staffing, and managed services. SoHo provides Regulation Intel88, a GRC solution built on the SmartSuite platform. This use case integrates with Regulatory Intelligence systems to notify your Compliance team of potential regulatory changes that need to be assessed and remediated. In addition to regulatory changes, the following represent additional regulatory risk workflow attributes of this solution: • The applications are ready to integrate tool-agnostic inbound content from any regulatory intelligence source that provides outbound content feeds to an open API. • You can set up a cadence to assess regulatory updates and content additions and inform stakeholders. • The user-friendly interface makes it easy to assess controls against changes from regulatory institutions. • Results of the assessment will be updated and integrated real-time into your risk & compliance disposition and framework Additional information on the Regulatory Change Management solution can be found here: https://partners.smartsuite.com/sohodragon_RegIntel88. In addition to this next generation pre-built integration, Soho Dragon provides GRC implementation and advisory services across the various GRC verticals. We provide both the technical know-how as well as the strategic GRC advice and counsel to mature your program and harden your risk and compliance posture. More information around these services can be found here: https://www.sohodragon.nyc/services-business-ea-grc We also provide a free GRC Asessment to identify opportunities, benchmarks, and milestones for your GRC program. This entails a 1-hour discovery session followed up with a deliverable to provide your ERM and Compliance teams with a sequential sketch of considerations and requirements. For more information, click here: https://www.sohodragon.nyc/compliance-assessment SoHo is a global company with offices in Lithuania, India, the U.K., the Philippines, and the U.S. We are agile, independent, and hold a straightforward philosophy – outstanding talent produces outstanding work.