Work Management For The Enterprise

Modernize your workflows with a single platform that lowers costs, increases productivity and provides the resilience your organization demands.

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Coordinate every enterprise business process
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Coordinate every enterprise business process
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Coordinate every enterprise business process
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Support
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Transform the Way Your Organization Works

Enable teams, functions and departments to better connect to the work they do in a way that promotes transparency, collaboration and empowerment across your organization.

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A WorkOS
For Your Enterprise

SmartSuite provides a work management operating system (or WorkOS) that enables organizations to plan, track and manage business workflows for projects, ongoing processes or the everyday tasks needed to get things done - all on a single platform.

Our WorkOS has been designed to enable people, teams and departments to easily implement workflows that support the way they need to work, using a visual user interface that takes only minutes to learn.  Every workflow can be access-controlled according to your needs to ensure all of your information remains secure.

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Rethink How
Workflows Are Built

Stop requiring your teams to rely on spreadsheets, documents, emails, calendars and a bunch of different tools to get their work done.  Empower them to create their own workflows using a modern work management platform that includes over 200 self-serve templates that can be tailored to their exact needs. These templates cover most core business workflows needed  for any business and if you can’t find the perfect template, you can quickly build new workflows in no time at all.  

This approach enables the people doing the work to make the decisions of how best to manage the work - without the need to rely on IT support.


Assign roles and permissions in SmartSuite
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Grant The Right
Permissions

Consolidating workflows in SmartSuite comes with a responsibility to protect sensitive data. We make it easy to set clear permissions so teams can access the information they need to work effectively. This includes permissions around who can view, update, and enter data as well as who can integrate and automate work.

Prioritize work around goals
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Prioritize Work
Around Goals

Ensure that the work being done by your teams is aligned with department and organizational goals. SmartSuite makes it easy to prioritize tasks, share metrics, measure progress and ensure that company goals are being met - and exceeded.

Have conversations in the context of your work
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Promote Collaboration
Across Teams

Eliminate endless email threads, needless meetings, and non-stop check-ins with real-time commenting, customizable notifications, live editing, and dynamic reports. SmartSuite lets you collaborate in the context of the work you’re doing with rich text conversation threads embedded directly into your records.

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Improve Productivity
And Oversight

Imagine the ability to plan, manage and measure work based on data that is available at a glance. SmartSuite is your system of record for managing work across your enterprise. Now executives have real-time insight into programs, projects, people, resources, and work in progress.

Whether your goal is greater efficiency or optimizing team collaboration, SmartSuite provides the visibility to make data-driven decisions. Track metrics, ensure information is up to date and provide access to departmental data across the enterprise with ease.

What you get with SmartSuite enterprise
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What You Get With
SmartSuite Enterprise

With SmartSuite for Enterprise, organizations have access to our full suite of work management features, plus additional administrative and security features.

Every Enterprise plan also includes personalized guidance from our team of experts. We’ll get you started quickly and set you up for long-term success with our proven methodology.

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Connect Your
Systems And Data

Quickly connect your internal systems and external tools with SmartSuite. The SmartSuite  Platform provides a rich set of APIs, connectors and automations for integrating with virtually any external system or third party app.

More Reasons
To Love SmartSuite

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Next-Gen Documents

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.

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SmartDoc can handle your most complex documents

Like A Spreadsheet, But Easier.

Formula fields allow you to calculate values and metrics for any business need. It has all the functions you’ll find in a spreadsheet (more, actually), while making calculations easier.

Use the Simple Formula Builder to perform commonly used calculations with an intuitive formula builder. When business needs require it, the Advanced Formula Builder is there to help with more complex calculations.

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Always Be in the Know

Working smarter includes putting the ability to see what’s happened with work since you last checked in - instantly. That’s what Activity History does, and it’s integrated into the fabric of SmartSuite.

See when a status field value was changed from In Process to Complete - and who changed it. Or zoom out to view changes at the solution level, meaning entire projects or processes to stay across the bigger picture.

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See activity history for every update

Work In Real Time

You and your teams work in real-time, so we built SmartSuite to do the same. Instantly see when important updates have been made to items, conversations, tasks and more.

Visually see teammates working on items simultaneously, or check your personal notification center to stay across activities as they occur - you’ll know in real-time when something changes that you care about.

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Real-time updates ensure your data is always fresh

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 organizations the freedom to shift to a new way of working with files. Files are stored directly in the project and process records, removing all the friction of sharing and collaborating. Your teams can add any file type, images or videos up to 1GB in size.

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Stop searching for files and consolidate in one place

Enterprise Grade Security

Protect your information with SmartSuite’s trusted cloud environment to keep your critical business services running securely. SmartSuite is an enterprise-class platform, designed to support industry and regulatory requirements for compliance, data privacy, and information security.  

The SmartSuite platform provides role-based security to ensure people have the information and tools they need to get work done, while keeping your intellectual capital safe.

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Roles And Permissions

User access controls control system modification and data access rights

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Activity History

Changes to SmartSuite structure and content are logged with user and date

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Recycle Bin

All deleted files and structures (such as fields) can be restored from the recycle bin

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Login History

User logins are stored, including source IP address and times stamp

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Active Sessions

Admins can view active sessions and length, and can terminate sessions

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AWS Enviroment

SmartSuite runs on the AWS cloud platform for the best in security and availability

Enterprise Workflow Templates

Allow your teams to choose from over 200 self-serve templates that can be tailored to your exact needs.

Website Management
Website Management

Website Management

Author content, schedule and release website content in this collaborative solution. For large-scale updates, keep a dev team on schedule and on task with our dev focused features.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f13336e536acdbc404bed6c
Vendor Management
Vendor Management

Vendor Management

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

https://app.smartsuite.com/public/pb7v5n6n/solution/60ad55725367c145e08d6e74
SWOT Analysis
SWOT Analysis

SWOT Analysis

Apply the Strengths, Weaknesses, Threats and Opportunity (SWOT) solution at the company, client or product level. Visualize it all in SmartSuite as you craft your strategic plans.

https://app.smartsuite.com/public/pb7v5n6n/solution/5fe398afbd44d911f885c7b6
Sales CRM
Sales CRM

Sales CRM

Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

https://app.smartsuite.com/public/pb7v5n6n/solution/61e5915d26bc9b8f158c574b
Risk Management
Risk Management

Risk Management

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

https://app.smartsuite.com/public/pb7v5n6n/solution/5fbc40bfbe97bede43b1baa4
Project Requests
Project Requests

Project Requests

State your case! Craft and submit project requests for review and approval. Easily adjust project requirements to expedite review and approval.

https://app.smartsuite.com/public/pb7v5n6n/solution/60a51b7b5711569fb40e5cab
Project Management
Project Management

Project Management

This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
Program Management Office
Program Management Office

Program Management Office

Manage a portfolio of related projects serving a common goal. Roll key KPIs, status, issues and resolutions. Track project workstreams and map out milestones in timeline views.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f4f985707b3ff7de1b70ae4
Personnel Management
Personnel Management

Personnel Management

Establish a comprehensive system of record for a digital employee file. Track personal information, control sensitive information, manage issues and more.

https://app.smartsuite.com/pb7v5n6n/solution/5fc66183b884f59ec93a0c67/5fc661bf4142994616c77479/5fc661c0a76c5257bb66f257/grid
Objectives & Key Results
Objectives & Key Results

Objectives & Key Results

Define organizational, departmental and team goals along with the key performance indicators to measure results.

https://app.smartsuite.com/public/pb7v5n6n/solution/5fb81e7e6b22670f80ecd6c3
Marketing Management
Marketing Management

Marketing Management

What is Marketing? Your answer starts with this simple, yet comprehensive marketing "all-in-one" solution geared for small businesses looking to establish a brand and get the word out about all the great stuff they have to offer.

https://app.smartsuite.com/public/pb7v5n6n/solution/60afe7287200a577ae5766e1
Investment & Debt Tracker
Investment & Debt Tracker

Investment & Debt Tracker

Keep your investment transaction documents organized, track a history of transactions and debt obligations. Ideal for startups fundraising through equity investment or debt. Note: Not a Cap Table management tool.

https://app.smartsuite.com/public/pb7v5n6n/solution/611e6e1e8fd0f2ec6c9a29b2
Idea Box
Idea Box

Idea Box

Never lose track of your million-dollar ideas —or any idea for that matter. Capture and cultivate concepts, and collaborate with team members to bring your ideas to life.

https://app.smartsuite.com/public/pb7v5n6n/solution/6123bf280ba990b968244483
Hiring
Hiring

Hiring

Manage the entire hiring funnel, streamline the recruiting processes and integrate the application form on your website for seamless candidate entry.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f515d52c3ab6d22373fa4d3
Employee Learning Management
Employee Learning Management

Employee Learning Management

Integrate your employee learning assets with personal development plans for team members looking to grow.

https://app.smartsuite.com/public/pb7v5n6n/solution/5f92f6347536923b64c3fa24
Contract Management
Contract Management

Contract Management

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

https://app.smartsuite.com/public/pb7v5n6n/solution/611f4b44693412a0468344e9
Company Strategy
Company Strategy

Company Strategy

Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives. Facilitate planning meetings, and even cascade goals to departments or teams.

https://app.smartsuite.com/public/pb7v5n6n/solution/611e7f4a7c5d9316e4bb8dd4
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Explore All Templates
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Create New Workflows With No Coding Required

SmartSuite provides teams the ability to build robust workflows without writing a line of code, all through a visual interface that takes just a few minutes to learn.

Create new solutions with no coding required

Committed to Your Success

We are committed to making your SmartSuite experience a success, and our customer care team is here to lead the way in ensuring you are setup for long term success.

Priority Support

Enterprise customers receive prioritized access to support to ensure that your mission-critical workflows are never interrupted and that you maximize the value you receive from SmartSuite.

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Customer Success Manager

A named customer success manager is assigned to every Enterprise account, giving you a consistent point of contact for all inquiries and ensuring that you’re always talking with someone who knows your business and unique needs.

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Remove Obstacles To Working Working Your Way

Arthur G

Time is a big theme for us. We’ve developed an operating rhythm to working across oceans and time zones. Our teams have an hour here or there for live conversations, but the rest of our work lives digitally. Email volumes became brutal. We started adding tools to “help”, but they just added to the noise and couldn’t fit our global needs. SmartSuite is the system that fits the way we work, where we work.

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Arthur G

CTO

Simplify Processes
and Projects

Joe S

We work with patients to build customized dietary plans to address chronic health problems. Our team converted all of our paper-based recipes and nutrition information into a custom Health and Nutrition solution we built. We were able to instantly build plans for patients and track their progress during the course of service. It’s been a game changer for us, in every country we operate in.

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Joe S

Nutritionist

Manage Remote Work

Theresa L.

I won’t lie. I had a hard time converting my management style to this remote work world. My team “gently” informed me that I was driving them crazy. Our work depends on getting the details right and I was barraging them with well-intentioned texts, Slacks and emails...that were actually sensory overload. I was so used to the easy chats that come with working in the same room. We implemented SmartSuite for our case management processes - just seeing all the data and being able to ask questions and add comments was a game-changer...and made my team MUCH happier.

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Theresa L.

Nurse Practitioner, Clinical Trial Manager

Streamlining Sales
Processes

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