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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

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

THE ULTIMATEWORK MANAGEMENT
PLATFORM

Manage your business workflows on a single, unified platform.

Try SmartSuite for Free

Schedule a Demo

SmartSuite Named 2024 Global SaaS Product of the Year 🥇

Learn More

TRUSTED BY 5,000+ BUSINESSES WORLDWIDE

Platform
Connect Your Workflows
Processes
Processes
Projects
Projects
Tasks
Tasks
Overview
Projects
Processes
Tasks

ONE PLATFORM TO MANAGE WORK

SmartSuite provides a collaborative Work Management platform that enables teams
to plan, track and manage any workflow - whether it be a project, an ongoing
process or routine everyday tasks.

Starting at $10 per user, per month and available in 15 languages.

Start Free Trial

Schedule a Demo

Replaces :
Monday
AirTable
ClickUp
Overview
Projects
Processes
Tasks

MANAGE ANY PROCESS

Use a single platform to manage any business process in your organization.
Sales, HR, Marketing, Product, Operations, GRC and so many more. The processes
we can support are only limited by your imagination.

Start Free Trial

Schedule a Demo

Replaces :
Monday
AirTable
ClickUp
Overview
Projects
Processes
Tasks

MANAGE ANY PROJECT

With SmartSuite, you can manage projects of any size. Track tasks and
milestones, assign owners, add time estimates, deadlines and hours worked as
needed. View dashboards and timeline reports to make sure everything is on
track.

Start Free Trial

Schedule a Demo

Replaces :
Monday
AirTable
ClickUp
Overview
Projects
Processes
Tasks

MANAGE EVERYDAY TASKS

Much of your daily work comes to you unstructured and isn’t part of a
well-defined project or assignment. SmartSuite lets you handle these personal
tasks, integrating them into your to do list so that everything gets done.

Start Free Trial

Schedule a Demo

Replaces :
Monday
AirTable
ClickUp

Watch Product Overview

SOLUTIONS THAT EMPOWER
EVERY TEAM

Projects
Sales
Marketing
HR
Product
Design
Software Dev
GRC
Customer Success
Operations
Finance
Legal
Professional Services
IT
Business Continuity
Security Ops
Procurement
Venture Capital
Construction
Real Estate
Food Services
Non Profits
Health
Teachers
Students

SMARTSUITE FOR
PROJECT MANAGEMENT

Create a unified project management system with all the tools you need on a
single platform. Manage tasks, milestones, owners and resources for each
project, staying on top of current status with flexible reports and timeline
views to see how everything is lining up.

Explore Project Management Solutions
Watch Video

‍SMARTSUITE FOR
SALES TEAMS

Centralize everything you need to track and manage sales opportunities in one
place. Identify prospects, assign sales reps, estimate close dates and deal size
to ensure you always have a clear picture of your pipeline. Use flexible reports
and dashboards to visualize forecasts, monitor quotas, and keep tabs on every
activity.

Explore Sales Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/61e5915d26bc9b8f158c574b

SMARTSUITE FOR
‍MARKETING TEAMS

Create a unified approach to manage every aspect of your marketing program on a
single platform. From determining plans and budgets through scheduling social
media campaigns, you can stay on top of every task and critical date with
flexible reports, calendars and timeline views. Catalog marketing assets,
develop content, record customer testimonials and plan your upcoming marketing
events. With all of your information in one place you’ll work more efficiently,
collaborate more effectively and maximize your marketing impact.

Explore Marketing Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/60afe7287200a577ae5766e1

‍SMARTSUITE FOR
‍HUMAN RESOURCES

Manage all your HR processes in one place. From hiring and onboarding to
performance tracking and reviews, you have everything you need to manage your
team. Get started with pre-made templates, and customize them to fit your exact
needs.

Explore HR Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5fc66183b884f59ec93a0c67

‍SMARTSUITE FOR
‍PRODUCT MANAGEMENT

Bring products to market better with SmartSuite. Built by experts and used
internally by SmartSuite teams, these product-centric solution templates reflect
world-class software delivery processes. Product managers are free to work their
own way to create roadmaps, manage agile development, prioritize, build use
cases, track competitors, and more.

Explore Product Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f19a06da200d9fcce383f75

‍SMARTSUITE FOR
‍DESIGN TEAMS

Centralize your design processes from concept through final delivery in one
platform. Document user personas, value propositions and concepts. Track design
iterations, reviews and approvals to streamline your workflow. With a unified
process you can easily test, validate and continually improve your designs by
incorporating focus group feedback, results of A/B testing and more.

Explore Design Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/60ed9d1247f4630803db1ce5

‍SMARTSUITE FOR
‍SOFTWARE DEVELOPMENT

Turn your product vision into reality faster by managing every development
process in one place. Create a product roadmap, plan requirements, manage your
sprints, assign tasks to your team and deliver high-quality products on time and
under budget. Monitor everything with real-time dashboards, flexible views, and
powerful reports.

Explore Software Development Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f19a06da200d9fcce383f75/5f4d29c855ef60e5d2987353/5f6b910c4f49576b2d5f3c2e/grid

‍SMARTSUITE FOR
GOVERNANCE, RISK & COMPLIANCE

Create a fully-integrated risk management program on a single platform. From
creating and approving policies and procedures to assessing control
effectiveness, you have everything needed to run your entire program. Start with
best-practices templates covering every core risk and compliance process, then
customize them to support everything your business needs.

Explore GRC Solutions
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5fbbf7edc0f7c4648da4b21b/5fbbf7edc0f7c4648da4b21c/61fc64433b3b7bc8b568e69a/card

‍SMARTSUITE FOR
‍CUSTOMER SUCCESS

From centralizing customer data to tracking requests and monitoring onboarding
activities, you have everything you need to ensure your customers are happy and
your team is providing top-notch service. Proactively plan customer outreach,
record customer feedback, and keep tabs on everything using customizable
dashboards and reports.

Explore Customer Success Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/611b1827a17e67128bc06def

‍SMARTSUITE FOR
‍BUSINESS OPERATIONS

From delivering strategic initiatives to ensuring the integrity of your data,
everything you need for smooth operations is combined in one place. Organize and
manage records and resources, track incidents, keep tabs on your vendors and
make sure that important company metrics are tracked, measured and reported.

Explore Business Operations Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/617c4f22d6d1057e28f39e07

SMARTSUITE FOR
‍FINANCE TEAMS

Consolidate the information and workflows needed to manage your core financial
processes in a single system. Authorize capital investments, track debts and
repayment schedules, and record who approved each request. Build budgets and
monitor financial performance with dashboards and reports that make performance
indicators available at a glance. Navigate financial audits easily with
organized, accurate data available on demand.

Explore Finance Solutions
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍LEGAL TEAMS

Manage the operation of your firm in a single unified platform. From client
onboarding through matters management and time tracking, you have all the tools
you need to keep your casework moving forward, clients informed and important
timelines met. Centralize document management, collaborate with your legal team
and follow up on every detail. See case status at a glance with flexible
dashboards and reports.

Explore Legal Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍PROFESSIONAL SERVICES

Centralize every aspect of your services business on a single platform. Track
and manage opportunities, document client engagements, plan all of your work,
and manage your teams from start to finish. Start with best-practice workflow
templates for managing every core service delivery activity, and customize them
to meet your needs perfectly.

Explore Professional Services Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍INFORMATION TECHNOLOGY

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.

Explore Information Technology Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍BUSINESS CONTINUITY PLANNING

Centralize your BCP program, from planning and objective setting to
communication, testing, and crisis management. This unified approach includes
documenting business continuance and recovery procedures, tracking plan testing,
performing impact analysis and managing plan implementation and incident
response. Start with best-practices templates for every process that can be
customized to meet your exact requirements.

Explore Business Continuity Solutions
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍SECURITY OPERATIONS

Combine incident management with security staff coordination and scheduling with
our easy-to-use physical security software suite. Seamlessly navigate all of
your tasks and say goodbye to multiple spreadsheets and systems.

Explore Security Operations Solutions
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍PROCUREMENT TEAMS

All of the tools you need to manage your procurement workflows in one place.
Manage your POs, facilitate approvals and keep track of every expense.
Customizable approval workflows can be navigated from any device through native
iOS and Android apps. Track budgets in real time, manage vendor relationships
and easily produce detailed reports that analyze your spending. Information is
available at a glance with powerful dashboards that can be customized to support
your exact needs.

Explore Procurement Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48/5f60e4ef3929e14798ac9f49/5fb436c7baa9b90f15614f05/card

SMARTSUITE FOR
‍VENTURE CAPITAL

Manage every back office process of your Venture firm in a single platform.
Capture rich data on deal flow, assess investment opportunities and manage your
portfolios. Track companies, industry players, key contacts, and partners to
create a digital map of your relationships. Access real-time data and metrics at
a glance with dashboards and flexible reports.

Explore Venture Capital Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍CONSTRUCTION TEAMS

Create a single source of truth for all aspects of your construction projects on
a single platform. Manage quotes and bids, streamline field-to-office workflows,
and increase project and budget visibility. Adaptable to jobs of any size,
you’ll effortlessly manage designs, coordinate with contractors, and ensure your
team is achieving every milestone and delivering on time.

Explore Construction Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍REAL ESTATE

Use a single platform to manage your sales pipeline, contacts, referrals, and
property transactions. Track residential or commercial leases, maintenance
schedules and monitor budgets. Tackle the next facilities improvement project
and manage it from bid to completion. Keep tabs on everything with SmartSuite’s
dashboards and reports to ensure everything is on track.

Explore Real Estate Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍FOOD SERVICES

Everything you need to help you serve your customers and increase profitability
in a single online platform. Develop menus that people will love while tracking
food costs to optimize margins. Coordinate staff, schedule and manage events on
a platform where information is easy to share and always available. Use native
iOS and Android apps to access the system from any mobile device to keep every
team member connected and up to date.

Explore Food Services Solutions
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍NON PROFITS

Create an environment with all the tools you need to advance your mission using
a single platform. Track supporters and donations, engage with decision makers
and manage fundraising to ensure the organization is meeting its
goals.Collaborate with your team right where you’re getting things done to
increase efficiency and remove obstacles from your mission to turn supporters
into sustainers.

Explore Nonprofit Solutions
Watch Video
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍HEALTH AND WELLNESS

Create a platform for managing wellness programs of any size, whether for a
single individual or for entire organizations. With tools to track goals,
coordinate routines and monitor prescribed diets, exercise or personal practices
SmartSuite provides a holistic view of your entire program. Create rewards and
incentives, then track individual goals, progress made and celebrate success.
Information is accessible anywhere through native iOS and Android apps.

Explore Health Solutions
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍TEACHERS

Manage everything from student progress, assets, and curriculum to help make the
teaching process more succinct, leading to a better experience for the students.

Explore Teachers Solutions
See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

SMARTSUITE FOR
‍STUDENTS

Organize your entire educational path and steps of your early career. From
course management to applying to college and jobs, this platform centralizes all
you need to be successful in school and beyond. As a young professional,
SmartSuite will continue to make your work easier.

See Live Demo
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48

Explore All Solutions
Dashboards
Records
Grids
Cards
Kanbans
Calendars
Timelines
Gantt Charts
Maps
Charts
Forms

VISUALIZE YOUR WORKFLOWS
YOUR WAY

Watch Video

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Dashboards
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Record
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Grid
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Card
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Kanban
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Calendar
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Timeline
Learn More

VISUALIZE YOUR WORK
YOUR WAY

7 of 10
Timeline
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Map
Learn More

VISUALIZE YOUR WORK
YOUR WAY

Watch Video

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Chart
Learn More

VISUALIZE YOUR WORK
YOUR WAY

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Form
Learn More

1
Automations
2
Integrations
3
Data Import

SAVE TIME BY AUTOMATING
YOUR WORKFLOWS

Automate repetitive tasks so you can focus on the work that matters.
Automatically assign tasks, post comments, update statuses, and sync with other
tools.

Watch Video
Explore Automations

BRING ALL YOUR DATA TOGETHER

Keep everything in sync across your organization. Connect with team calendars,
messaging apps, cloud storage, siloed tools and more.

Explore Integrations

EASILY IMPORT YOUR EXISTING DATA

Easily import your existing data into SmartSuite using an intuitive import
wizard.

Watch Video
Explore Import
When Issue Status is changed to Critical, Notify the Executive Team
When Site Plan is Updated, sent an Email
to Manager
When Release Status is set as Active, add Entry
‍to Release Calendar
When new File is added, Copy to
One Drive Folder
When Campaign Status is changed to Active,
send Notification
to Slack Channel
When Incident Status is Qualified, send an SMS
to Response Team

Start Free Trial

EMPOWER
TEAM COLLABORATION

Conversations

Contextual Emails

Member Directory

Activity Streams

Notifications

HAVE CONVERSATIONS
RIGHT WHERE THE WORK HAPPENS

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Watch Video
Explore Conversations

INTRODUCING
‍CONTEXTUAL EMAILS

A seamless way to send and receive emails right from the task at hand. Keep your
communications aligned with your workflows and projects, ensuring every message
is contextual and purpose-driven. Enhance your productivity with our powerful
email template feature that can pull content directly from your tasks, including
email addresses, custom subjects, and detailed task data. Keep all your
communications streamlined, context-driven, and customer-focused, allowing your
teams to work faster and smarter

Watch Video
Explore Communication Center

EASILY FIND, CONNECT AND COLLABORATE WITH TEAM MEMBERS

Enjoy a comprehensive employee directory built directly into SmartSuite.
Allow team members to connect and collaborate in ways that enhance your work
culture - and in a way that today's Millennials and Gen-Zers like to mix work
and life details.

Watch Video
Explore Member Directory

REAL TIME
ACTIVITY STREAMS

View a real-time stream of all activity related to every process or project so
team members can easily stay up to date on the work that is getting done.
Full transparency into the work being done at all levels adds to a culture of
collaboration, not double-guessing.

Explore Activity History

PERSONALIZED
NOTIFICATION CENTER

Members receive notifications each time actions occur that are relevant to them
or the work they're doing. Notifications are triggered for replies to
conversations, being @mentioned by a team member, new task assignments,
permission changes, when new members join your team, and much more.

Watch Video
Explore Notifications

CUSTOMER INSPIRED FEATURES

SmartSuite AI

Docs

Recycle Bin

Files

My Work

Time Tracking

Field Types

Power Search

Availability Status
1 of 9

TRANSFORM WORKFLOWS WITH AI

SmartSuite AI helps teams work smarter by leveraging AI in various workflows.
Product teams utilize AI to categorize customer feedback and accelerate feature
development. Marketing teams employ AI to generate blog posts, ads, briefs, and
gather competitive intelligence. HR and finance teams utilize AI for job
descriptions, spending categorization, drafting memos, and more. Risk and
Compliance teams leverage AI for assessing and generating reports. The
possibilities are boundless.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore SmartSuite AI
Watch Video
2 of 9

SMARTDOCS

SmartSuite offers a new way of working with docs and the freedom to ditch file
folders, shared drives and disconnected workflows.
‍
The SmartDoc field breaks the historic separation between documents and the
project or process management systems that track them. SmartDocs allow you to
document anything with rich text and next-generation doc features directly where
work is being done.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Smart Docs
Watch Video
3 of 9

FREE OOPS BUTTON INCLUDED

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

Records, fields, applications, solutions - basically anything that can be
deleted - are placed into the Recycle Bin, and can easily be restored.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Recycle Bin
Watch Video
4 of 9

THE NEXT EVOLUTION IN
FILE MANAGEMENT

Traditionally, teams shift between the systems where the work is being managed
and the folders storing the work products.
‍
SmartSuite provides the freedom to shift to a new way of working with files.
Files are stored directly where the work is being done, removing the friction of
sharing, collaborating, or just tracking down a file.
And, whatever your favourite file-sharing service is, chances are it’s
integrated with SmartSuite.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Files
Watch Video
5 of 9

ALL YOUR ASSIGNMENTS,
IN ONE PLACE

My Work allows each team member to easily view and manage their assigned work in
one place. No need to waste time jumping back and forth between different
projects or processes to see what has been assigned to you - its all in one
place!

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore My Work
Watch Video
6 of 9

TIME TRACKING
MADE EASY

Track time, set estimates and view customizable time reports in one simple to
use platform.
‍
And yeah, we likely have an integration with your current time tracking
solution.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Time Tracking
Watch Video
7 of 9

OVER 40 FIELD TYPES

Field types are your gateway to managing any process or project in our business.
Choose from over 40 unique field types to collect the needed information and
then order them on the page in a way that makes most sense to you. It really is
that simple!
‍
Add customer contact information, set a due date, add a status, and so much
more.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Field Types
Watch Video
8 of 9

FIND ANYTHING, FAST!

Work life is easier when you can find exactly what you’re looking for. Power
Search lets you search for anything in SmartSuite, instantly. Find records,
files, members, assignments and conversations.
‍
It doesn’t matter if you have 25 or 25,000 items — it’s turbo fast, giving you
results in less than a second. Full transparency into the work being done at all
levels adds to a culture of collaboration, not double-guessing.

Talk about work stuff right where the work is being done. Revolutionary, we
know. You should try it.

Explore Power Search
Watch Video
9 of 9

LET TEAM MEMBERS
KNOW YOUR STATUS

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

Explore Availability Status

Explore All Features

Use Cases

HOW TEAMS ARE SIMPLIFYING
GRC WORKFLOWS

I was brought in to overhaul our governance, risk and compliance program, which
had been growing organically from its start 15 years earlier in IT. The legacy
systems were outdated, difficult to adapt, and just felt like we weren’t on the
forefront of where best-in-class leaders should be. We invested the effort to
start fresh with SmartSuite’s solutions, elevating Data Privacy to its rightful
place and stretching processes across the entire enterprise. My team transformed
as a result - it was like all the inefficiencies that had been building up like
some ugly corporate plaque for years had been wiped clean.

Learn More

Matt L.

Chief Information Security Officer.

Use Cases

HOW TEAMS ARE SIMPLIFYING
SALES WORKFLOWS

We picked the market leader when choosing a CRM system, yet we never felt like
we were getting the most out of our implementation. It was complicated and it’s
not like we had dedicated sales ops resources sitting around, so we scrapped it.
SmartSuite gave us a refreshing combo of simplicity and sophistication - plus we
know it can adapt as our team grows and changes.

Learn More

Brian Z

VP of Sales

Use Cases

HOW TEAMS ARE SIMPLIFYING
MARKETING WORKFLOWS

Sure, there are all the agile development best practices, but we developed our
own flare that fit us. What didn’t work was piecing together all the systems
involved to deliver it - felt like we spent more time talking about processes
than the actual work. With SmartSuite, we killed 4 systems and replaced them
with one that actually did what we wanted.

Learn More

Leslie N.

Director of Marketing

Use Cases

HOW TEAMS ARE SIMPLIFYING CUSTOMER SUCCESS WORKFLOWS

As we spun up a Program Management Office to transform our customer service
function, we needed a way to track multiple project work streams. We installed
the Program Management Solution, and we’re off to the races after a few
adjustments to how we wanted to manage weekly status reporting.

Learn More

Karen M

Chief Delivery Officer

Use Cases

HOW TEAMS ARE SIMPLIFYING HUMAN RESOURCES WORKFLOWS

Business exploded and I suddenly had 20 positions to hire for immediately. I was
living in spreadsheet hell tracking candidates and spent half my day just
playing calendar chess to schedule interviews. Within a week, I was able to
install a few SmartSuite’s HR solutions and suddenly the work didn’t seem quite
as daunting.

Learn More

Deborah M.

HR Manager

Use Cases

HOW TEAMS ARE SIMPLIFYING OPERATIONS WORKFLOWS

Customer onboarding for our newest POS product was taking longer and longer to
complete. At first we thought it was a product issue, but eventually found a
major process gap between Customer Success and Finance that was stalling account
updates to new payment processing requirements. We implemented SmartSuite in a
few days and started seeing onboarding times tick back to normal almost
immediately.

Learn More

Michael S

COO

Use Cases

HOW TEAMS ARE SIMPLIFYING STRATEGIC PLANNING WORKFLOWS

I got very real with the leadership team at last year’s annual offsite: Next
year is make or break. We can either transform in the face of wild market forces
and competition, or risk an existential crisis. Our COO used SmartSuite to map
out our strategic plan by quarter. We set bold company goals, mapped out
initiatives, and created cross-functional program teams to track everything from
weekly status reports to departmental progress against goals.

Learn More

Carlos S.

CEO

Use Cases

HOW TEAMS ARE SIMPLIFYING SECURITY OPERATIONS WORKFLOWS

You’d be amazed by the wild range of incidents happening every day in our
stores. They range from garden variety shoplifting to systematic scamming to
belligerent customer behavior towards our associates. We implemented SmartSuite
to help triage our incident management workflow, using our limited resources to
react quickly to serious issues while keeping tabs on everything else. The
flexibility it's given us has been a game changer.

Learn More

Gary W.

VP Security Operations

Use Cases

HOW TEAMS ARE SIMPLIFYING
GRC WORKFLOWS

Learn More

Matt L.

Chief Information Security Officer.

Use Cases

HOW TEAMS ARE SIMPLIFYING
SALES WORKFLOWS

Learn More

Brian Z

VP of Sales

ACCOLADES FROM INDUSTRY EXPERTS

Our commitment to providing the best work management solutions has been
recognized by top industry analysts. We're proud to be a 2023 leader on
Capterra's Shortlist, Software Advice's Frontrunners, and GetApp's Category
Leader.

SmartSuite Named 2024 Global SaaS Product of the Year 🥇

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