SmartSuite for Enterprise

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

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Coordinate every enterprise business process
Coordinate every enterprise business processCoordinate every enterprise business processCoordinate every enterprise business process
Coordinate every enterprise business process
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Marketing
Coordinate every enterprise business processCoordinate every enterprise business processCoordinate every enterprise business process
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.

Assign team permissions to access custom solutions in SmartSuite
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One place for
Managing Work

Whether you’re managing day to day operations or executing global marketing campaigns, empower your teams and departments to share ideas, manage complex processes and get work done from one centralized platform.

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Keep teams and work aligned

Have confidence that your teams and departments

Assign roles and permissions in SmartSuite
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Improve
productivity and oversight

Consolidating processes and projects 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.

Assign roles and permissions in SmartSuite
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Collaborate across teams, functions and departments

Members can maintain personal profiles, sharing information about themselves with other members.  All member profiles are displayed in the Member Directory.

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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Use powerful formulas to calculate values dynamically

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

Track Important Work

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

Advanced permissions and roles put you in control of data access, and our secure AWS-based platform makes user experiences seamless while maintaining security. Robust history logging and audit features, coupled with recycle bin soft-delete and login tracking ensures that you always know who modified your environment or data.

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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

Startup Solution Templates

Designed for early stage startups, new business ventures and lifecycle business concepts

Home Remodel Project
Home Remodel Project

Home Remodel Project

Ready to refresh and renovate? Build your remodel plans from inspiration through design and construction. Track quotes, manage contractors and vendors, and centralize all your scope, budget and payments in one handy solution.

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Wine Cellar
Wine Cellar

Wine Cellar

Link this solution to the SmartSuite Restaurant Management template to add even more efficiency to your operations. Track every aspect of your wine program in this central spot.

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Weekly Plan
Weekly Plan

Weekly Plan

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

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.

Wage Disparity Monitoring
Wage Disparity Monitoring

Wage Disparity Monitoring

Volunteer Management
Volunteer Management

Volunteer Management

Organize all your volunteers, including their skills, references, contact information and more. Link individuals to the events at which they're scheduled to volunteer.

Visitor Tracker
Visitor Tracker

Visitor Tracker

Step beyond the antiquated front-desk and paper-based sign-in. Visitors log their information and teammates receive automated messages notifying them a visitor has arrived.

Video Production
Video Production

Video Production

Manage your video production calendar for even the most complex projects, including pre- and post-video production processes.

Venture Deals & CRM
Venture Deals & CRM

Venture Deals & CRM

Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.

Vendor Risk
Vendor Risk

Vendor Risk

Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

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.

Vendor Assessment
Vendor Assessment

Vendor Assessment

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

UX/UI Designs
UX/UI Designs

UX/UI Designs

Never wonder where you are in the design process again. Map designs to product features and website content, and choose to store files directly in the solution or link to external design tools or data stores.

User Research
User Research

User Research

Find and track inspiration, trends and design solutions to incorporate into your design process. Centralize results to identify insights with a UX / UI research template that lets you integrate customer interviews and A/B testing in your software applications.

Use Case Tracker
Use Case Tracker

Use Case Tracker

Translate the real-world needs of customers into product features. Keep track of opportunities to solve problems for users. Never wonder why you're building a certain feature ever again.

Travel Requests
Travel Requests

Travel Requests

Team members can submit travel request and submit reimbursement requests in this solution. Easily implement company policies on travel authorization, expense receipts, per diems, etc.

Time Tracker
Time Tracker

Time Tracker

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes. Get this great addition to other solutions in the library.

Time-Off Requests
Time-Off Requests

Time-Off Requests

Teammates can submit time-off requests for review and approval. This solution can be linked to the Employee Tracker to track accruals.

Test Plan Management
Test Plan Management

Test Plan Management

Get a complete suite of software QA test management tools, including test case development, test planning, test scripts and results that link to the Bug Tracker solution.

Test Case Management
Test Case Management

Test Case Management

Manage test cases used in your quality assurance processes.

Test Automation Tracker
Test Automation Tracker

Test Automation Tracker

Manage test cases used in your quality assurance processes.

Telecom Service Orders
Telecom Service Orders

Telecom Service Orders

Built on our Service Orders solution, but tailored to telecom use cases. Enjoy one centralized solution for customer / client service orders and internal maintenance plans.

Telecom Product Catalog
Telecom Product Catalog

Telecom Product Catalog

Built for emerging technology providers to track, develop and maintain core products and services. This solution is for ISPs, carriers, and MVNOs.

Technology Projects
Technology Projects

Technology Projects

Make the most of your IT budget by prioritizing the right technology projects. This solution is for internal IT teams looking to add value to business operations.

Team Meetings
Team Meetings

Team Meetings

Never leave a meeting confused or drained again. Plan agendas, capture notes, assign action items, keep up on team activities from one place.

Tax Preparation
Tax Preparation

Tax Preparation

Make your periodic tax prep cycle a little easier with this simple solution. Attach key documents, financials, investor information — anything and everything your CPA needs.

Task Manager
Task Manager

Task Manager

Create and assign general tasks, flag due dates, create checklists, prioritize, collaborate in real-time and ditch clunky spreadsheets once and for all.

Syllabus Planning
Syllabus Planning

Syllabus Planning

For educators looking to collaborate in shared planning environments, this solution helps build and manage repeatable syllabuses.

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.

Support Tickets
Support Tickets

Support Tickets

Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.

Support Library
Support Library

Support Library

Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.

Supplier Diversity Management
Supplier Diversity Management

Supplier Diversity Management

Manage your suppliers and ensure that your entire supply chain is diverse and equitably allocated.

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Connect Your Workflows

Anyone can automate a workflow using SmartSuite.  Bring together the right data to support any workflow using our extensible API framework, Zapier connections, native integrations or automation engine.

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Automations

Create rules that automatically perform routine tasks to increase consistency and accuracy while simplifying workflows. Email reminders, update records, send messages in Slack and much more with our code-free automation builder.

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Native integrations

Direct integrations with the tools you are already using - from vendors like Microsoft, Google, Atlassian and more - allow you to bring their data together with SmartSuite to support critical workflows.

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Zapier

If your team uses a technology that SmartSuite doesn’t yet support directly, use our Zapier connector to automate the flow of data to and from over 2,000 technologies without writing a single line of code.

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REST API

Industry standard REST APIs support integration with existing Enterprise workflow systems, allowing SmartSuite to seamlessly interoperate with your existing processes.

Create New Solutions with No Coding Required

If you can create a spreadsheet, you can create or tailor a workflow.

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

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

Arthur G

Simplify Processes
and Projects

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

Joe S

Manage Remote Work

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

Theresa L.

Streamlining Sales
Processes

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

Brian Z
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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022