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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 Start Free Trial Schedule a Demo Sign In Sign In Start Free Trial Schedule a Demo 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 Information Technology STREAMLINE IT OPERATIONS 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. Start Free Trial Schedule a Demo Watch our Information Technology video Previous Security Operations Next Finance & Accounting 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. IT Work Request IT Help Desk IT Asset Tracker IT Security Policies IT Security Audits Software Licenses UNIFY THE MANAGEMENT OF CRITICAL IT PROCESSES Manage IT data and workflows in one place. From deploying help desk and issue management solutions to ensuring core business operations stay uninterrupted, you have the tools to handle work requests, track assets, staff your help desk and manage software licenses. Roll up metrics into dashboards to highlight trends and address critical issues before they impact your business. TRACK TICKETS & ISSUES Deploy help desk and issue management solutions to ensure business operations are not interrupted. Roll up metrics into dashboards to highlight trends and address critical issues before they impact your business. MANAGE YOUR IT ASSETS AND LICENSES Easily track all of your IT assets, who they are deployed to and what software versions are deployed. Keep an eye on software licenses and renewals so that you can plan and budget for your ongoing operations. DELIVER IT SOLUTIONS TO POWER YOUR BUSINESS Manage internal IT projects to deploy the perfect technology solutions to streamline your operations. Plan deployments, schedule your teams, and monitor progress to ensure you deliver on time and under budget. ELEVATE IT GOVERNANCE Draft and publish IT policies and procedures in one shared space. Ensure your IT strategy compliments your business goals, securing your data and reinforcing your commitment to privacy and security. Manage IT security audits and mitigate any identified risks. STREAMLINE IT WORKFLOWS Standardize your IT request workflow with a centralized work request process. Prioritize tasks, assign IT staff and ensure that you achieve service level agreements. Monitor your team with flexible reports and dashboards that keep you updated in real time. KEEP IT WORKING FROM ANY DEVICE Stay connected to critical IT information, tickets and device information no matter where you are or what device you're using. With native iOS and Android apps, SmartSuite keeps you in the loop whether you're on site or on the go. Share files, images, updates and other feedback to resolve problems, close tickets and keep IT processes moving. Key Features In Action HOW SMARTSUITE WORKS FOR YOUR TEAMS 1 Monitor Your Work With IT Dashboards 2 Collaborate In Real-Time 3 Automatically Prioritize Tasks 4 Create Teams & Manage Workflow 5 Integrate With Adjacent IT Tools 6 Automate Tasks 7 Stay In The Know 8 Protect Critical IT Data HEADING Slice and dice data, track help tickets, work requests, and more in dynamic interactive dashboards. Drill into the details to identify root cause issues and continuously improve. HEADING Create a culture of collaboration, tapping expertise and asking critical questions to tackle issues as they appear. Start conversations anytime, directly where the work is being done. HEADING Use integrated task management to respond efficiently and reach out proactively, with triggers to push and pull action during daily work. HEADING Triage and escalate. Map your resources to manage inbound issues and automate escalations to make sure hot items get the right response. HEADING Connect your favorite tools. Automatically pull in your data from multiple apps and finally have all your team’s work in one place. HEADING Automate workflow processes to keep your technology engine running while you sleep — and make sure you actually get to sleep. HEADING React to the needs of your organization in real time. Support team members on the front-lines of delivery and ensure they have the technology resources they need when they need them. HEADING Rest easy knowing your data is safe and secure on leading infrastructure and security protocols. Explore All Features Available Workflow Templates INFORMATION TECHNOLOGY 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 IT WORK REQUEST Securely create, receive, and track work requests from your team, customers, or outside contractors. Assign work with easy-to-customize workflows and automations from start to finish. https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/wYNxBGdCi2/ Click to view live interactive demo of the solution IT HELP DESK This solution is for internal IT departments to capture and resolve internal technology issues within their scope of responsibility. https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/CqUvEsGAOA/ Click to view live interactive demo of the solution IT ASSET TRACKER Keep track of IT assets issued to employees or implemented in networks, facilities and workspaces. Capture critical data, maintenance schedules, equipment lifecycle, value estimates and more. https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Rwue0glqRg/ 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 IT SECURITY AUDITS Are the IT Security Policies you created being followed? This solution ensures a record of visibility into the how well security procedures are being adhered to. https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/l0Y2aDQUXV/ Click to view live interactive demo of the solution SOFTWARE LICENSES Maintain a central repository of all your software licenses and cloud subscription accounts. Attach contracts or agreements, and manage permissions to control access to license data. https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/fswhtW33aR/ CAN'T FIND WHAT YOU'RE LOOKING FOR? Get inspired from our various categories. Browse Solution Categories JOIN US AND CHANGE HOW YOU WORK. Start Free Trial Start Free Trial Free Trial. 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