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A ModernWork Management Platform
SmartSuite replaces disconnected point solutions with a modern platform that scales across functions.
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One Platform. Any Workflow.
SmartSuite brings projects, processes, and workflows together in a single platform that adapts to your business. Whether you're managing complex initiatives or operational routines, SmartSuite helps teams work smarter, stay aligned, and scale with ease—without the limitations of disconnected tools or rigid point solutions.
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Best-in-Class Templates
SmartSuite’s expert-designed templates help teams move fast without compromise. Choose from 200+ templates spanning GRC, IT, Sales, BCP, Project Management, and more—built to scale, fully configurable, and crafted with input from domain experts.
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Unlimited Workflows. One Price.
SmartSuite’s per-user pricing gives every licensed user access to unlimited workflows—no extra charges for new use cases. Build as much as you need, without worrying about hidden fees or point solution pricing.
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Tailor Workflows with Ease
SmartSuite offers a no-code experience that empowers teams to tailor workflows quickly and cost-effectively—without relying on complex tools or IT resources. Whether working independently or alongside trusted partners, customers can adapt SmartSuite to meet evolving needs and maintain full control as they scale.
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Solutions for Every Business Function
Power the workflows that drive your business—across departments, use cases, and teams—with a flexible, secure platform built to scale.
GRC IT Ops Business Continuity Project Management Operations Security Ops Professional Services Procurement Sales Marketing HR Product Design Software Dev Customer Success Finance Legal Venture Capital Construction Real Estate Food Services Non Profits Health Teachers Students
SmartSuite for Governance, Risk & Compliance
SmartSuite helps organizations manage risk, compliance, and security with customizable workflows. Automate assessments, policies, controls, and reporting—all in one platform. Gain real-time visibility, adapt to regulatory changes, and streamline GRC operations with ease. Reduce risk and maintain compliance without the complexity of legacy tools or disconnected systems.
SmartSuite for Information Technology
Streamline service requests, incident management, and asset tracking in one intuitive platform. SmartSuite lets IT teams design workflows that match how they operate—no coding required. Automate escalations, monitor SLAs, and keep stakeholders informed. Deliver faster support, reduce ticket volume, and modernize IT operations with a solution that’s as agile as your team.
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SmartSuite for Business Continuity Planning
Build, manage, and activate dynamic continuity plans—all in one platform. SmartSuite helps teams prepare for disruptions with real-time workflows, automated tasking, and centralized response coordination. Start with proven templates and customize for your organization. Ensure resilience, maintain operations, and respond with confidence when every second counts.
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SmartSuite for Project Management
Plan, track, and deliver projects with confidence. SmartSuite brings teams, tasks, timelines, and resources into one flexible platform. Customize workflows for any methodology—agile, waterfall, or hybrid—and gain real-time visibility into progress, dependencies, and roadblocks. Manage programs at scale, align cross-functional teams, and keep every project on track.
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\SmartSuite for Business Operations
Streamline operational processes across teams with a single platform. SmartSuite helps you manage workflows, track performance, and drive accountability—no matter the function. From SOPs to daily task execution, customize solutions that fit your business. Gain real-time visibility, eliminate inefficiencies, and ensure every part of your operation runs smoothly.
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SmartSuite for Security Operations
Centralize incident response, investigations, and security workflows on one platform. SmartSuite helps teams track alerts, assign actions, and document resolution steps in real time. Customize response plans, link incidents to root causes, and ensure audit-ready records. Gain visibility across your security landscape and respond with speed, clarity, and accountability.
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SmartSuite for Professional Services
Deliver client work with precision from kickoff to closeout. SmartSuite helps service teams manage projects, resources, time tracking, and billing in one platform. Customize workflows to match your delivery model, monitor utilization, and keep clients informed with real-time dashboards. Improve efficiency, ensure on-time delivery, and scale your services with confidence.
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SmartSuite for Procurement Teams
Manage sourcing, purchasing, and vendor relationships in one streamlined platform. SmartSuite empowers teams to track requests, approvals, contracts, and supplier performance with customizable workflows. Gain visibility into spend, ensure policy compliance, and accelerate procurement cycles. From requisition to renewal, keep your procurement process efficient, transparent, and aligned with business goals.
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SmartSuite for Sales Teams
Drive revenue with a CRM built for flexibility and visibility. SmartSuite lets you manage pipelines, track deals, and automate sales workflows—all in one platform. Customize stages, score leads, and collaborate across teams. From outbound to renewals, gain real-time insights and close deals faster with a sales system your team actually enjoys using.
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SmartSuite for Marketing Teams
Plan, execute, and optimize marketing campaigns with full visibility. SmartSuite connects strategy, assets, approvals, and performance tracking in one platform. Customize workflows for content, demand gen, and lead routing. Eliminate silos, streamline collaboration, and prove impact across the funnel with real-time dashboards and reporting tailored to your marketing engine.
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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.
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SmartSuite for Product Management
Plan, prioritize, and deliver great products—all in one place. SmartSuite helps product teams manage roadmaps, gather feedback, track features, and align cross-functional work. Customize workflows for sprints, releases, or go-to-market plans. Stay connected from ideation to launch with real-time visibility and collaboration across engineering, design, marketing, and leadership.
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SmartSuite for Design Teams
Streamline creative workflows from concept to delivery. SmartSuite helps design teams manage requests, feedback, approvals, and asset tracking in one place. Customize project stages, collaborate in real time, and keep everyone aligned across marketing, product, and brand. Eliminate scattered tools and bring structure to the creative process—without slowing down your flow.
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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.
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SmartSuite for Customer Success
Deliver proactive, personalized customer experiences with one connected platform. SmartSuite helps teams manage onboarding, success plans, renewals, and support workflows—all in one place. Track health scores, automate follow-ups, and collaborate across departments. Strengthen relationships, reduce churn, and scale your success strategy with visibility into every stage of the customer journey.
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SmartSuite for Finance Teams
Streamline financial operations, reporting, and approvals in one secure platform. SmartSuite helps finance teams manage budgets, track expenses, handle procurement requests, and monitor key metrics with customizable workflows. Improve visibility, enforce controls, and collaborate with other departments—all while reducing manual work and ensuring compliance with audit-ready documentation and real-time dashboards.
SmartSuite for Legal Teams
Centralize contract management, legal requests, and compliance workflows in one platform. SmartSuite empowers legal teams to track reviews, approvals, obligations, and deadlines with ease. Customize processes for NDAs, MSAs, and regulatory filings. Improve collaboration with business units, reduce risk, and maintain a clear audit trail—without relying on email and spreadsheets.
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SmartSuite for Venture Capital
Track deals, manage portfolios, and streamline internal operations in one flexible platform. SmartSuite helps VC teams manage pipeline stages, due diligence, LP reporting, and founder communications. Customize workflows for investment theses, board meetings, and fund operations. Gain visibility across your entire portfolio and move faster from sourcing to close.
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SmartSuite for Construction Teams
Plan, manage, and track every phase of your projects—from pre-construction to closeout—in one platform. SmartSuite helps teams coordinate schedules, budgets, subcontractors, RFIs, and punch lists with real-time visibility. Customize workflows for field and office teams, reduce delays, and keep every stakeholder aligned to deliver projects on time and on budget.
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SmartSuite for Real Estate
Manage properties, transactions, and client relationships in one connected platform. SmartSuite helps real estate teams track listings, leases, deal flow, and maintenance workflows with ease. Customize for residential, commercial, or investment operations. Improve visibility, automate key tasks, and keep brokers, agents, and clients aligned—from first contact to closing and beyond.
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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.
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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.
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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.
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https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
SmartSuite for Teachers
Organize lesson plans, student progress, assignments, and classroom activities in one easy-to-use platform. SmartSuite helps teachers streamline daily tasks, communicate with students and parents, and track learning outcomes. Customize workflows for grading, scheduling, and curriculum planning—giving educators more time to teach and support every student’s success.
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https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
SmartSuite for Students
Stay organized, focused, and in control of your academic life. SmartSuite helps students manage assignments, schedules, study plans, group projects, and goals—all in one place. Customize workflows for classes, deadlines, and extracurriculars. Improve time management, track progress, and stay ahead—whether you're in high school, college, or pursuing independent learning.
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https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
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Automate Your Workflows
Automate everything from routine updates to complex workflows with SmartSuite’s powerful automation engine. Use triggers, actions, webhooks, and AI to assign work, update records, send emails, and more. Whether you’re improving team speed or scaling operations, SmartSuite helps your business run more efficiently—reducing manual effort and keeping work moving.
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Integrate Your Workflows
SmartSuite was built for integration. With 20+ native integrations and direct connections to Zapier and Make, you can access over 6,000 additional apps—without writing a single line of code. From Salesforce and Slack to Gmail, HubSpot, and QuickBooks, SmartSuite makes it easy to unify your tools, automate cross-platform workflows, and keep everything in sync.
Easily Import Your Existing Data
SmartSuite’s import wizard makes it easy to bring your data into any workflow. Map fields, preview content, and complete your import in just a few guided steps—no technical skills required.
Secure, Scalable API Access
SmartSuite offers a secure, well-documented public REST API that lets developers interact with any workflow, record, or solution. Use the API to create, read, update, or delete data—powering custom integrations, automations, or apps. Authentication is token-based and access is scoped for security. Whether you're building internal tools or syncing SmartSuite with your data ecosystem, our API gives your team full control.
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When Issue Status is changed to Critical, Notify the Executive Team
When Site Plan is Updated, sent an Email
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When Release Status is set as Active, add Entry
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When new File is added, Copy to
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When Campaign Status is changed to Active,
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When Incident Status is Qualified, send an SMS
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Collaboration, Built Into the Work
Stop toggling between tools. SmartSuite brings messaging, updates, and visibility into the same platform where work is managed—so teams move faster and stay in sync.
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Conversations in Context
Have real-time conversations exactly where the work happens. SmartSuite keeps team communication in context—attached to records, tasks, and projects—so decisions are faster, updates are clearer, and nothing gets lost in chat apps or meetings.
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Email That Stays in Context
Send and receive emails directly from any record—keeping the full conversation visible to your team. Whether you're reaching out to a vendor, customer, or partner, every reply stays threaded in context. No forwarding. No CC chaos. Just full visibility for everyone involved in the work.
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Discover and Connect With Teammates
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.
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Real-Time Work Visibility
See the work as it happens. SmartSuite’s activity streams give you full transparency into every update, helping teams build trust, stay aligned, and move forward with confidence—without relying on inboxes or micromanagement.
Your Smart Work Inbox
SmartSuite’s personalized notification center acts as your smart work inbox—keeping you informed of what matters most. From new assignments and task updates to @mentions, permission changes, and conversation replies, notifications are always relevant and delivered in real time. Stay focused, reduce status-chasing, and always know what needs your attention—without switching between tools or checking multiple systems.
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Purpose-Built Features That Drive Workflows
Modern work demands more than checklists. SmartSuite features are designed to simplify complexity, enhance visibility, and support the way teams actually work—across departments, roles, and use cases.
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AI That Accelerates Real Work
SmartSuite AI helps teams move faster by bringing intelligence into the workflows that matter most. Risk and compliance teams use AI to assess risk levels, generate audit-ready reports, summarize findings, and accelerate incident triage. Product and marketing teams use it to analyze feedback, create content, and generate insights. HR and finance rely on it for structured documentation like job descriptions, memos, and expense reviews. You can even use AI to build entire workflows in seconds—turning ideas into working solutions faster than ever.
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Docs That Live in Your Workflow
SmartDocs bring documentation directly into your workflows—no more switching between tools or digging through shared drives. Create rich text, outlines, playbooks, and internal notes right inside any record. Whether you're documenting meeting outcomes, compliance steps, or project plans, SmartDocs keep everything connected to the work it supports. Finally, your docs and your data live in the same place.
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Undo, Recover, Restore with Confidence
SmartSuite’s Recycle Bin gives you peace of mind. Any record, field, app, or solution you delete can be recovered in just a few clicks—no admin request required. Whether it's a small mistake or a major oversight, SmartSuite makes it easy to undo changes and restore your work instantly. Build, test, and iterate with confidence knowing nothing is ever truly lost.
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Files, Right Where Work Lives
SmartSuite eliminates the friction of working with disconnected file folders and external drives. Upload, preview, and collaborate on files directly inside records—so every document, asset, or output lives right where the work is happening. Whether you're using local files or cloud storage (Google Drive, Dropbox, and more), SmartSuite keeps everything organized, accessible, and in context—no switching tools required.
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See Everything Assigned to You
My Work brings together everything assigned to you—across every project, workflow, and team—in a single, personalized view. No more clicking between solutions or searching through task lists. Whether it’s a GRC task, a sales follow-up, or a document to review, SmartSuite keeps your responsibilities clear and centralized—so you can focus, prioritize, and get more done.
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Track Time Where Work Happens
Track time without leaving your workflow. SmartSuite makes it easy to log hours, set estimates, and generate custom reports—directly from the records you're working on. Whether you're tracking billable time, internal effort, or team capacity, it's all built in. And if you’re using a dedicated time tracking tool, SmartSuite integrates seamlessly with tools like Harvest, Toggl, and more.
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Fields That Power Workflows
With over 40 specialized field types, SmartSuite helps you capture the right data and enable the right workflows—without workarounds. From due dates and status pickers to formula fields, file uploads, signatures, contact lookups, and more, each field is designed to support real business processes. Create the structure your team needs, then organize fields into a clean, user-friendly layout that makes every workflow easier to understand and act on.
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Find Anything, Instantly
SmartSuite’s Power Search lets you instantly find anything—across all solutions, records, fields, conversations, files, and users. Whether you're managing 25 records or 25,000, search results return in under a second with deep keyword matching at the field level. It's your command center for navigating SmartSuite with speed and precision—no digging, no delays. Designed to scale with your business, Power Search helps teams move faster and stay aligned by making everything discoverable.
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Let Your Team Know You’re Available
Availability Status lets team members signal when they’re working, in focus mode, or away—so everyone knows the best time to reach out or expect a response. It’s a simple way to reduce delays, respect personal focus time, and improve communication across teams. Especially valuable in hybrid, async, or global teams, SmartSuite helps you work better together by making presence visible without disruption.
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Use Cases
How people are simplifying Strategic Planning processes and projects
We had a solid strategic plan—but tracking progress was a different story. Updates lived in slide decks, spreadsheets, and one-off conversations. SmartSuite gave us a single source of truth where every initiative, owner, milestone, and KPI is visible and accountable. We can course-correct in real time, not just at the end of the quarter. Strategy isn’t just aspirational anymore—it’s operational.
Carlos S.
Chief Strategy Officer
Use Cases
How people are simplifying GRC processes and projects
When I heard Jon and Tara were behind SmartSuite, I knew we had to take a closer look. Their legacy in shaping the original GRC movement gave us confidence—but what impressed us most was how forward-thinking this platform is. It feels like they took everything that worked before, left out what didn’t, and rebuilt GRC for how teams actually work today. We’re not just managing compliance—we’re transforming how risk is understood across the business.
Matt L.
Chief Information Security Officer.
Use Cases
How Teams Are Streamlining Security Operations
We had security tools everywhere—alerts in one place, investigations in another, and status updates buried in email threads. It wasn’t scalable, and it wasn’t secure. SmartSuite gave us a centralized command center for our security operations. We built response workflows, linked incidents to root causes, and finally got clean visibility across teams. Now, we spend less time chasing alerts and more time resolving them.
Gary W.
VP, Security & Risk
Use Cases
How Teams Are Modernizing IT Service Management
Our old ITSM tool was a black box—clunky to use, expensive to maintain, and impossible to adapt without a full-time admin. We switched to SmartSuite and haven’t looked back. Now, our service requests, incident response, and asset tracking all live in one platform that’s actually intuitive. The best part? We can evolve the workflows ourselves without writing a single line of code. IT finally feels agile again.
Michael S
Director of IT Operations
Modernizing the Way Teams Manage Business Continuity
Our continuity plan used to live in static documents, buried in shared drives and forgotten until the next audit. We knew that wouldn’t cut it during a real disruption. SmartSuite gave us a way to bring our BCP to life—interactive, visible, and integrated into our daily operations. We now run live simulations, assign roles automatically, and track recovery efforts in real-time. It’s not just a plan anymore—it’s a system that makes us measurably more resilient.
Dana R.
Director of Business Continuity
Use Cases
How people are simplifying Sales processes and projects
Traditional CRMs felt like they were built for someone else’s sales process—not ours. We were constantly hacking together fields and fighting reporting gaps. With SmartSuite, we designed our pipeline the way our reps actually sell. Now, we have full visibility across stages, custom workflows for every sales motion, and dashboards that tell the real story. It’s the first CRM our team has actually loved using.
Jose Z.
VP of Sales
Use Cases
How people are simplifying Marketing processes and projects
We had data in five tools, campaigns in three, and no clear way to track performance end to end. It felt like we were always reacting instead of executing. SmartSuite brought everything into one view—from campaign planning and asset approvals to lead routing and post-mortem reporting. Now, our marketing engine runs with real visibility, and we can finally prove the impact of our work across the funnel.
Leslie N.
Director of Marketing
How people are simplifying Product Development processes and projects
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.
Natalie F.
Product Manager
Use Cases
How people are simplifying Customer Service processes and projects
As our customer base grew, we were drowning in disconnected systems—notes in one place, renewals in another, and no shared view of account health. SmartSuite changed everything. We now manage onboarding, success plans, and renewals in a single workflow that’s tailored to our CS playbook. Everyone—from CSMs to execs—has visibility into customer health. We’re not just solving problems faster; we’re creating value before issues arise.
Karen M
Chief Delivery Officer
Use Cases
How people are simplifying Human Resources processes and projects
Our HR processes were scattered—recruiting tracked in spreadsheets, onboarding checklists in docs, and employee records in a system we dreaded using. With SmartSuite, we brought everything into one place and actually made it our own. From hiring pipelines to PTO tracking and performance reviews, it’s all connected. It’s the first time our team has felt empowered by our systems instead of limited by them.
Deborah M.
Director of People & Culture
Use Cases
How people are simplifying Strategic Planning processes and projects
We had a solid strategic plan—but tracking progress was a different story. Updates lived in slide decks, spreadsheets, and one-off conversations. SmartSuite gave us a single source of truth where every initiative, owner, milestone, and KPI is visible and accountable. We can course-correct in real time, not just at the end of the quarter. Strategy isn’t just aspirational anymore—it’s operational.
Carlos S.
Chief Strategy Officer
Use Cases
How people are simplifying GRC processes and projects
When I heard Jon and Tara were behind SmartSuite, I knew we had to take a closer look. Their legacy in shaping the original GRC movement gave us confidence—but what impressed us most was how forward-thinking this platform is. It feels like they took everything that worked before, left out what didn’t, and rebuilt GRC for how teams actually work today. We’re not just managing compliance—we’re transforming how risk is understood across the business.
Matt L.
Chief Information Security Officer.
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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