Any Process. Any Project.One Platform.

Plan, track, and manage any type of work

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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.

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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.

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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.

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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 todo list so that everything gets done.

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Solutions To Empower
Every Team

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Solutions 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
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Solutions For Project ManagementProject Management

Solutions for
Sales

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
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Solutions for
Marketing

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

Solutions 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

Solutions 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

Solutions for
Design

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

Solutions 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

Solutions 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

Solutions 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

Solutions 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

Solutions for
Finance

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

Solutions for
Legal

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

Solutions 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

Solutions 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

Solutions 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

Solutions 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

Solutions for
Procurement

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

Solutions 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
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Solutions for
Construction

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
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Solutions 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
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Solutions 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
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Solutions 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
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Solutions 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
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Solutions 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
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Solutions 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.

Explore Students Solutions
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Explore All Solutions
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Dashboard Shape

Visualize Your Work
Your Way

See Your Work Your Way DashboardSee Your Work Your Way DashboardSee Your Work Your Way Dashboard
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Dashboards
Record Shape

Visualize Your Work
Your Way

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Record
Grid Shape

Visualize Your Work
Your Way

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Grid
Card Shape

Visualize Your Work
Your Way

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Card
Kanban Shape

Visualize Your Work
Your Way

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Kanban
Calendar Shape

Visualize Your Work
Your Way

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Calendar
Timeline Shape

Visualize Your Work
Your Way

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Timeline
Map Shape

Visualize Your Work
Your Way

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Map
Chart Shape

Visualize Your Work
Your Way

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Chart
Form Shape

Visualize Your Work
Your Way

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Form
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Save Time By Automating
Your Work

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

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.

Explore Import
Smart Suite Logo ShapeSmart Suite Logo ShapeGmail Logo ShapeGmail Logo ShapeGoogle Calendar Logo ShapeGoogle Calendar Logo ShapeCloud ShapeCloud ShapeSlack ShapeSlack ShapeWhen Campaign Status is changed to Active,
send Notification
to Slack ChannelWhen Campaign Status is changed to Active,
send Notification
to Slack Channel
When Issue Status is changed to Critical, Notify the Executive Team
When Issue Status is changed to Critical, Notify the Executive Team
When Site Plan is Updated, sent an Email
to Manager
When Site Plan is Updated, sent an Email
to Manager
When Release Status is set as Active, add Entry
to Release Calendar
When Release Status is set as Active, add Entry
to Release Calendar
When new File is added, Copy to
One Drive Folder
When new File is added, 
Copy to
One Drive Folder
When Campaign Status is changed to Active,
send Notification
to Slack Channel
When Campaign Status is changed to Active,
send Notification
to Slack Channel
When Incident Status is Qualified, send an SMS
to Response Team
When Incident Status is Qualified, send an SMS
to Response Team
Bring All Your Data TogetherBring All Your Data Together
Easily Import Your Existing DataEasily Import Your Existing Data
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Empower
Team Collaboration

Have Conversations Right Where The Work Happens

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.

Explore Conversations
Easily Find, Connect and 
Collaborate With Team Members

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.

Explore Member Directory
SmartSuite Helps
 Bring Your Team Together

SmartSuite Helps
Bring Your Team Together

Embrace remote work with a platform built for your team. We know it works, after all we built it for our entirely remote team.

Explore Remote Work
Real Time
 Activity Streams

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

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.

Explore Notifications

Customer Inspired Features

Customer Inspired Section ShapesCustomer Inspired Section Shapes
Next-Gen Documents
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SmartDocs's

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.

Explore Smart Docs
Free Oops Button included
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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.

Explore Recycle Bin
The Next Evolution in
 File Management
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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.

Explore Files
All Your Assignments,
In One Place
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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!

Explore My Work
Time Tracking 
Made Easy
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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.

Explore Time Tracking
Over 40 Field Types
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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.

Explore Field Types
Find Anything, Fast!
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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.

Explore Power Search
Let Team Members Know Your Status
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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
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The value of SmartSuite is simple.

You get all of these capabilities
in a single platform.

Pricing starts at $10 per user per month
Get Started For Free
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 You get all of these capabilities
in a single platform.

How people are simplifying
Sales processes and projects

Brian Z

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.

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Brian Z

VP of Sales

How people are simplifying
Marketing processes and projects

Leslie N.

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.

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Leslie N.

Director of Marketing

How people are simplifying Product Development processes and projects

Natalie F.

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.

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Natalie F.

Product Manager

How people are simplifying Customer Success processes and projects

Karen M

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.

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Karen M

Chief Delivery Officer

How people are simplifying Human Resources processes and projects

Deborah M.

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.

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Deborah M.

HR Manager

How people are simplifying Operations processes and projects

Michael S

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.

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Michael S

COO

How people are simplifying Strategic Planning processes and projects

Carlos S.

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.

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Carlos S.

CEO

How people are simplifying Security Operations processes and projects

Gary W.

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.

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Gary W.

VP Security Operations

How people are simplifying
GRC processes and projects

Matt L.

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.

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Matt L.

Chief Information Security Officer.