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Text Content

Live Webinar: Application of the Latest Features | July 24, 8 AM PT - Register
here!


Platform



Platform Overview



PLATFORM OVERVIEW

Learn more about our product, key features and benefits





USERS AND PERMISSIONS

Ensure the right people have the right access





INTEGRATIONS

Bring together everything your team needs to communicate, collaborate, and
coordinate getting work done!





TRUST AND SECURITY

A security by design approach to protecting your data





TEAM COLLABORATION

Build a company culture through authentic digital connections between employees
and teams.





WORKFLOW AUTOMATION

Extend the power of our workflows of automations



Discover More




WHATS NEW

Overview of latest features


PRODUCT ROADMAP

View our product roadmap, request new features and upvote and comment features
added by other community members


SUPPORTED LANGUAGES

Learn about the languages we support


DEVELOPER API

Unlock the power of SmartSuite with our robust and flexible Developer API.


PRODUCT INTRODUCTION VIDEO

Brief introduction to product features and examples of how companies use
SmartSuite

Solutions



Explore by category



PROJECT MANAGEMENT

Empower your project teams to stay focused on the most important work. From
simple projects to complex programs, our solutions are built to help you
deliver.




SALES CRM

Growing your sales has never been this easy. Bring out the best in your sales
reps, win more deals as a team and strengthen customer relationships.




MARKETING

Spend more time on creativity and less time on complicated processes. Simplify
the way you create brand messaging, craft campaigns and deliver results for your
brand or clients.




SOFTWARE DEVELOPMENT

Level up your product game with world-class agile development processes,
centralized sprint planning, interactive product roadmaps and instant
collaboration.




PRODUCT MANAGEMENT

Level up your product game with world-class agile development processes,
centralized release planning, interactive product roadmaps and instant
collaboration.




CREATIVE DESIGN

Streamline your product design process from initial concept to final approval.
Share design concepts, quickly collect feedback from remote teams and record all
of your design decisions to seamlessly guide your products through every phase
of their evolution.




HUMAN RESOURCES & RECRUITING

Don't just keep up with the ever-changing world of work — create a dynamic
workforce by empowering, protecting and supporting your most important asset:
your people. Stay ahead of the change, and your competition for top talent, with
the most flexible and adaptable platform for human resources.




GOVERNANCE, RISK & COMPLIANCE

Experience the friendliest, most flexible enterprise governance, risk and
compliance solution. From novice to experienced practitioners, get elegant
features and unprecedented cross-team collaboration over a network of
interconnected GRC practice areas.




CUSTOMER SUCCESS

Surprise and delight customers with a proactive, holistic approach to managing
relationships during the full customer lifecycle.




CONSTRUCTION

Solutions designed to support a wide range of construction projects, from
residential to large-scale construction programs. Manage simple bids, complex
RFPs, subcontractors, equipment, and more.




COLLEGES & UNIVERSITIES

Solutions that help academic institutions manage Third Party Risk (HECVAT),
coordinate IT help desk and asset tracking, automate alumni and career services
programs, and help faculty and administration to coordinate events, courses,
programs, staff, and budgets all in one tool - without writing a line of code.




REAL ESTATE

There's never a dull day in the property management business. Use SmartSuite to
keep track of everything, react to issues and get proactive in your management
approach.




BUSINESS STRATEGY

To achieve success in a competitive market you need to set clear goals and
understand how to measure your progress. Start off strong with a business
roadmap that documents every strategic goal, setting expectations and
documenting long-term plans for every initiative.




BUSINESS OPERATIONS

Use an array of solution templates to make your business run smoother and
smarter. Standardize where work gets done to remove friction and stop switching
between systems to complete tasks.




LEGAL

Solutions designed to manage law firm operations, cases, time tracking and
comprehensive client relationship management. Firms can use our full library of
business solutions to manage everything from HR to Marketing.




BANKS / CREDIT UNIONS

Elevate GRC Excellence: Discover the ultimate enterprise solution tailored for
Banks and Credit Unions. From beginners to experts, enjoy user-friendly features
and seamless cross-team collaboration across GRC practice areas.




VENTURE CAPITAL

Solutions designed to manage the back office of any Venture Capital firm. Track
limited partner investors, document fund strategies, review and vet potential
deals, standardize due diligence processes and track portfolio company
performance.




PERSONAL PRODUCTIVITY

Discover curated solutions to help teammates stay organized, find a productive
flow and implement healthy patterns to find a balance.




PROFESSIONAL SERVICES

Give your human capital a performance boost to complete work orders, deliver
engagements and manage projects faster and smarter than ever before.




SECURITY OPERATIONS

Optimize security operations by consolidating processes, organizing and
prioritizing tasks and coordinating staff to achieve your security mission.




INFORMATION TECHNOLOGY

Raise the bar with solutions designed to streamline critical IT processes,
organize projects and remove traditional obstacles on the road of an
ever-changing technology landscape.




FINANCE & ACCOUNTING

Change the way you control and power your vital financial and accounting
processes. Don't just crunch numbers — get a powerful, all-in-one platform for
all of your financial process .




QUALITY ASSURANCE

Leave those disorganized spreadsheets behind and streamline your process.
Organize tests by priority, track test runs and understand how quality goals are
being met.




BUSINESS CONTINUITY PLANNING

Don’t let a sudden crisis disrupt your business. Weather any storm with
SmartSuite to facilitate business continuity and disaster recovery planning.




NONPROFIT

We're committed to supporting the important work of non-profits. We're here to
help you make an impact with ready-to-go solutions aimed at helping you move
your cause forward.




EVENT PLANNING

From small meetings to massive conferences, one-time epics to recurring live
programs, coordinate every dynamic and elevate your events with SmartSuite.




RESTAURANTS & FOOD SERVICE

Go beyond POS, accounting and payroll systems and get all the ingredients for a
thriving  enterprise — including event coordination, menu development, marketing
and more.




FACILITY MANAGEMENT

Simplify the complex, keep track of your everything, react to issues as they
occur and be proactive about how you manage your facilities.




GIVING BACK

Weave giving back into the fabric of your company culture, deploying solutions
that promote volunteerism and track corporate giving. Become a company people
want to work for and buy from — one that makes a difference and creates social
impact.




HEALTH & WELLNESS

Improve your personal heath and well-being — or your organization's. Promote
wellness, track individual goals and develop mindfulness for yourself. Create
and manage a health and wellness program for your entire organization.




PHYSICAL SECURITY

Protect your people and personal property, safeguard your equipment and make
sure your team stays safe. Create a comprehensive physical security plan that
coordinates technology, hardware and operating procedures to protect from
threats, intrusions and breaches.




PROCUREMENT

Understand your organization’s spend and ensure it's properly aligned with
business goals. Say "goodbye" to spreadsheets, forms and lost approvals. Get
everything you need to tackle purchasing workflows, analyze budgets, manage
vendors and handle the approval process.




TEACHERS

Simplify and unify all educational materials and operations to shift the focus
to students.




CLUBS & ASSOCIATIONS

From board members to volunteers, from special evens to marketing materials,
manage everything your club does from a single, affordable platform.




CHURCHES

From small churches to multi-location religious groups, SmartSuite solutions
designed to fit the unique needs of every organization. From church operations,
to member tracking, event planning, giving and more.




POLITICAL CAMPAIGNS

Fuel your people-powered movement by centralizing the way you organize and
scale. From fundraising to event management, get solutions that adapt to your
campaign's needs.




LOGISTICS

Streamline the inventory, shipping and distribution processes that are crucial
to your success. Manage all of the materials needed to produce your products —
and the systems you need to get them into customers’ hands.




REMOTE WORK

Go beyond video apps and chat with solutions tailored to help your team stay
productive wherever they call home. We know SmartSuite gets remote work done
because we use it too, and coordinate our entire team across six countries and
multiple timezones.


Explore all solutions
Explore by company size



STARTUPS

A quick and simple way to get your business launched, by focusing on ideas and
not processes





SMALL AND MEDIUM BUSINESS

Run every aspect of our business on a single platform, tailored to your way of
working





ENTERPRISE

Align teams and departments to work together at greater efficiency and with
increased collaboration



Enterprise
Features



Explore features



ACTIVITY HISTORY

Activity History automatically tracks every action in SmartSuite. Know what your
teammates are working on and what changes they’ve made, in real-time.




AVAILABILITY STATUS

Let other team members know what you’re working on, if you’re available, or if
you’re busy with Availability Status.




CALENDAR VIEW

View records in a calendar format of your choosing, sorted by a date or date
range.




CARD VIEW

View your data as visual cards that can include logos, images, PDFs, documents,
spreadsheets, and other rich content.




CHART VIEW

Visualize your data with multiple chart types, from bar and line charts to
bubble, heat map, scatter, donut and more.




COMMUNICATION CENTER

Communicate with your team right where your work is being performed.




CREATE NEW WORKFLOWS

In SmartSuite, Solutions drive projects to completion and keep work flowing
through processes. Get a jumpstart with one of our templates, or create entirely
new solutions to support your unique needs. Simply work the way you want.




DASHBOARDS

Build powerful, visually thrilling views into your information. Gain visual
insight into the performance of any team, process or project, and make smarter
business decisions.




DATA IMPORT

Quickly import your data into SmartSuite from spreadsheets, contacts, calendars,
and more.




DOCUMENT DESIGNER

Seamlessly create professional and visually stunning documents, such as
invoices, contracts, business cards, product sheets, brochures, HR policies and
more - right from your SmartSuite records.




FIELD TYPES

With more than 40 different field types, we’re the most versatile of any
platform. SmartSuite supports everything from text and numbers to sophisticated
formulas and links to other records.




FILE MANAGEMENT

With SmartSuite’s File Management system, manage files directly in your
workflows. Free yourself of desktop folders, more folders in your work
management tool, then more folders in your cloud storage.




FORMS

Collect data from external users with SmartSuite Forms. You can share a link to
a responsive form view or embed it in your existing Website to make it easy to
onboard customers, accept applications, collect feedback and more.




FORMULAS

Your spreadsheets, just a bit smarter. Calculate values based on other fields
using simple functions or advanced logic.




GANTT CHARTS

SmartSuite’s Gantt chart feature lets you oversee, adjust, and communicate
project details, tasks, and timelines.




GRID VIEW

View projects and processes in a better than spreadsheet grid format with
powerful sort, filter, group, and inline edit capabilities. Build what you want,
from basic to extravagant.




INTEGRATIONS

You’ve got the tools - we’ve got the integrations. Connect them all to
centralize your data and workflows in one place, and prioritize the work that
matters.




KANBAN VIEW

Kanban View is perfect for visualizing a workflow through the different stages,
tracking progress, and assigning tasks in a manner that removes bottlenecks.




MAP VIEW

View any of your location data in a fully interactive map format that includes
powerful display features. SmartSuite is your digital playground for physical
locations.




MEMBER DIRECTORY

Easily find, connect and collaborate with team members anywhere in the world.
Check out who’s available and get to know other team members through their
profiles.




MY WORK

A single place to view your assigned work across all processes and projects.
View tasks by priority and due date, then get to work.




NOTIFICATION CENTER

Receive real-time notifications in SmartSuite to stay informed about actions
relevant to you.




PAGE DESIGNER

Display your info how you want it, to meet the needs of every audience. Quickly
build gorgeous, functional, and responsive pages with an intuitive interface
that lets you customize the overall layout, style, and design of your projects
and processes.




POWER SEARCH

Easily search for anything across every part of SmartSuite.




PRINT / EXPORT

Print or export your work in multiple business and user-friendly formats.




REAL TIME UPDATES

Instantly see when anything and everything is updated. Who, what, when - it’s
all available in real-time, down to the second. There’s no refresh button,
you’re always working on the current version.




RECYCLE BIN

Never worry about losing data! Anything you delete can be restored in a couple
of clicks.




ROBUST REPORTING

Robust reporting capabilities keep teams organized to deliver projects, run
their core processes, and glean insights to inform productive business
decisions. Create powerful reports in a matter of minutes.




SMARTDOCS

We’re revolutionizing what you expect out of an online document - try it once
and you’ll never go back. If you’ve ever wished for the ability to do something
in your docs, we’re your work genie.




SMARTSUITE AI

Streamline your work processes with SmartSuite AI. From drafting blogs and
categorizing feedback to enhancing clarity and simplifying language, let AI do
the heavy lifting. Personalize your experience with custom prompts and unlock
the future of efficient workflow.




STARRED ITEMS

Quickly pin important items for easy access.




TASK MANAGEMENT

At the core of any work management platform is good project management software.
Ours is great. Deliver everything from simple projects to complex programs and
general business processes, on time and on budget.




TEAM COLLABORATION

Build a company culture through authentic digital connections between employees
and teams. With everything you need in one platform, collaboration happens where
the work is getting done.




TIME TRACKING

Fully integrated time tracking capabilities




TIMELINE VIEW

View your projects and processes in a timeline format that is great for
visualizing workstreams and schedules over a custom period of time.




USERS AND PERMISSIONS

With our intuitive Permissions feature, you can effortlessly manage access to
your business workflows. Ensure the right people have the right access,
fostering collaboration while maintaining security and control.




WORKFLOW AUTOMATIONS

Do practically anything with our workflow automation - set up recipes that let
you eliminate time wasting and repetitive tasks and actions, so you can focus on
the work that makes an impact.


Explore all features


CREATE SOLUTIONS FROM SCRATCH 🚀

Can’t find the right template ? No problem. You can create a new solution in
minutes. From simple to complex, you can automate any business process or
project in SmartSuite - with no coding required.



Learn More

Resources



Community



GETTING STARTED

Everything you need to learn SmartSuite, all in one place.





BLOG

Discover the latest SmartSuite product and company news





SMARTSUITE COMMUNITY

Connect with and learn from other SmartSuite users around the world





WEBINARS / WORKSHOPS

Register for upcoming webinars and workshops or explore our library of prior
recordings.





SMARTSUITE ACADEMY

Gain access to free online training courses and certifications





VIDEO CENTER

Watch videos that will help you and your team get the most out of SmartSuite.





ABOUT US

Learn about story and why we created SmartSuite





WALL OF LOVE

Read the feedback from our awesome community



Partner Programs



HIRE A CERTIFIED EXPERT

SmartSuite Experts are vetted consultants who can help you with customizing your
workspace, onboarding your team, integrations, and onsite training.





AFFILIATE PROGRAM




Use your influence to promote SmartSuite and earn a 50% commission


SERVICE PARTNER PROGRAM




Expand your business opportunities by offering a collaborative work management
platform to your customers


TECHNOLOGY PARTNERS PROGRAM

Technology and product companies looking to collaborate and drive shared growth



Pricing
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Contact Us
Need help? Contact the SmartSuite support team.


Help Center
Browse help articles for tips, tricks and advice to get the most out of
SmartSuite


Home
Solutions
Governance, Risk & Compliance



EFFECTIVE RISK MANAGEMENT IN GOVERNANCE, RISK & COMPLIANCE

Experience the friendliest, most flexible enterprise governance, risk and
compliance solution. From novice to experienced practitioners, get elegant
features and unprecedented cross-team collaboration over a network of
interconnected GRC practice areas.

Start Free Trial
Schedule a Demo



Previous
Human Resources & Recruiting
Next
Customer Success



COMMON USE CASES

Explore the range of use cases that we can cover for you. Click on them to see
the solution templates that we have ready.


Contract Management
Policy Management
Incident Management
Third Party Risk
Risk Management
IT Asset Management
Business Continuity Plans
Privacy Management
Vendor Management
Bid Compliance
Corporate Social Responsibility
IT Security Policies
Vulnerability Management
Regulatory Change Management
Show
Hide
2
More

OPTIMIZE
RISK MANAGEMENT

Build an integrated program on a single platform tailored for Banks and Credit
Unions. Streamline policy creation, approval, and control assessments—all in one
place. Begin with best-practice templates for core risk and compliance
processes, easily customizable to meet your institution's unique needs.

POLICY MANAGEMENT
ALIGN AND SCALE PROCESSES

Establish a robust foundation with streamlined and flexible policy management
tailored for Banks and Credit Unions. SmartSuite simplifies the entire
process—from authoring to review and release. Easily assign ownership, manage
revisions, and ensure your policies consistently align with key business
initiatives and regulatory requirements.

RISK MANAGEMENT
EFFECTIVELY PRIORITIZE AND MITIGATE

Create a centralized Risk Register to identify potential risks to the
organization, then efficiently assess threats and establish mitigation plans.
Ensure that the appropriate controls are in place and measure their
effectiveness by evaluating risk indicators and displaying results in rollup
reports and dashboards.

THREAT MANAGEMENT
RESPOND QUICKLY AND EFFECTIVELY

Centralize incident response and threat mitigation for Banks and Credit Unions.
Link incidents to assets and organizational data, offering crucial business
context during investigations. Leverage powerful automations to escalate
critical events, ensuring heightened awareness of active risks.

PRIVACY MANAGEMENT
YOUR SMARTEST WAY TO STAY COMPLIANT

Streamline data privacy compliance for Banks and Credit Unions, supporting
best-in-class privacy practices. Ease processes for your teams, enhancing
customer confidence in data protection measures.

MANAGE VENDORS
& CONTRACTORS

Build long-term relationships and deliver exceptional service to all of your
customers, no matter their size.

Key Features In Action


HOW SMARTSUITE WORKS FOR YOUR TEAMS

1
Create Reports And Dynamic Dashboards

2
Collaborate And Respond In Real-Time

3
Keep Risk And Compliance Data Secure

4
Prioritize And Assign Critical Tasks

5
Integrate With Your Existing Systems

6
Automate For Accuracy And Efficiency

7
Adapt to Your Organization's Needs

8
Monitor, Measure and Score



HEADING

Create executive views into your organization's overall risk profile with
powerful charting and metrics widgets. Drill down into specific areas of the
organization for easy access to every detail.


HEADING

Instantly engage key stakeholders in real-time discussion of potential threats
or vulnerabilities. Get immediate updates when critical information is
available.


HEADING

Define your teams and manage access to information across all GRC practice
areas. Facilitate workflows that protect sensitive information while enabling
response teams with the data they need.


HEADING

Ensure that key initiatives are supported and critical incidents are prioritized
by assigning tasks and managing priorities across GRC activities. Use automation
to move tasks through defined workflow stages that comply with your policies and
procedures.


HEADING

Integrate with existing systems and data to consolidate and centralize relevant
data. SmartSuite's native integrations, Zapier connector and REST API make it
possible to connect everything.


HEADING

Remove inefficiency and the chance for human error by automating repeatable
workflows. SmartSuite's Automation Builder provides a visual interface that
makes it easy to respond to events and take action.


HEADING

SmartSuite allows you to work your way, allowing you to add fields, create
customer reports and construct intuitive dashboards. With more than 40 field
types available there's flexibility to adapt to any requirement.


HEADING

Create your own risk calculations and metrics to evaluate every aspect of
organizational risk. With powerful calculation capabilities you can generate
risk scores and evaluate key indicators.


Explore All Features


Available Workflow Templates



GOVERNANCE, RISK & COMPLIANCE

Click on the cards below to view a live, read only version of the solution
template.

Click to view live interactive demo of the solution


CONTRACT MANAGEMENT

This flexible solution can be used narrowly for sales contracts or broadly for
any contract with external vendors, clients, or stakeholders. Manage contracts
large and small through review and approval. Track renewals and contractual
obligations.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/bEr6KNLUwC/

Click to view live interactive demo of the solution


POLICY MANAGEMENT

Centralize your company policies to easily author, review and publish to your
entire workforce from one place.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/S9Rp8rjD3e/

Click to view live interactive demo of the solution


INCIDENT MANAGEMENT

Identify incidents, manage assignments + action plans, and track them to
resolution.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/M6C4JVusm1/

Click to view live interactive demo of the solution


THIRD PARTY RISK

Manage vendor risk by consolidating your third-party information. Enjoy
easy-to-configure process automation to support periodic assessments, contract
reviews, performance, due diligence and more.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/MmB1EBfhV5/

Click to view live interactive demo of the solution


RISK MANAGEMENT

Identify top corporate risks, assign owners and evaluate impact & likelihood to
prioritize mitigation planning.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/5BFKisZ89i/

Click to view live interactive demo of the solution


IT ASSET MANAGEMENT

Automate the end-to-end lifecycle for software licenses, hardware assets, and
cloud in one central solution.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/SRlMXTtfRZ/

Click to view live interactive demo of the solution


BUSINESS CONTINUITY PLANS

Design, test and execute business continuity plans and disaster recovery
procedures.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/JkGIxbxosz/

Click to view live interactive demo of the solution


PRIVACY MANAGEMENT

Simplify GDPR, CCPA and similar data privacy compliance for your business.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/39uPRx8n0U/

Click to view live interactive demo of the solution


VENDOR MANAGEMENT

From simple vendor information management to more complex vendor relationships,
this solution provides a foundational capability that can quickly adapt to your
needs.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QcL66X5bjc/

Click to view live interactive demo of the solution


BID COMPLIANCE

Ensure that your bids comply with applicable regulations and procedures.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Jr6hDfj9jJ/

Click to view live interactive demo of the solution


CORPORATE SOCIAL RESPONSIBILITY

Track key company initiatives related to ethical and responsible governance,
from carbon credits to equity in hiring.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WrsxtA2KYS/

Click to view live interactive demo of the solution


IT SECURITY POLICIES

Create, maintain and share rules and procedures for all individuals accessing
and using an organization’s IT assets and resources.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/gUM8dlYCtr/

Click to view live interactive demo of the solution


VULNERABILITY MANAGEMENT

Reduce the risk of security breaches and protect sensitive data from
unauthorized access or theft.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/nbmE5zwSVp/

Click to view live interactive demo of the solution


REGULATORY CHANGE MANAGEMENT

The Regulatory Change Management solution is designed to help organizations
effectively track and manage changes in regulations and ensure compliance.



https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/8dzbKvaA4q/

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