Enterprise

Work management for the enterprise

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

Trusted by over 2,000 organizations worldwide

From global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.

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HIPAA compliance mark
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AICPA SOC 2 compliance mark
ISO 27001 compliance mark
  • Cloud based

  • ISO and SOC-2 certified

  • Supports 16 languages

  • Over 200 templates

  • Native mobile apps

Why SmartSuite

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.

Linked records connecting a failed control, the related incident and the remediation project

Four Solution Pillars, One Platform

GRC & Resilience, IT Service Delivery, Project & Portfolio Management and Business Operations run on the same platform. Each pillar has its own solutions, and any solution can reference data in another, within each user's permissions.

Teams configure their own workflows in a visual builder while administrators control access to each one. Local teams keep their flexibility and the organization keeps central control.

Solution builder configuring tables, fields and views for an internal audit workflow

Let Teams Build While IT Keeps Control

Replace the spreadsheets, documents, inboxes and point tools that hold critical processes today. Teams start from more than 200 templates or build without code, and AI can generate tables, fields and views from a plain-language description.

The people closest to the work decide how it runs, inside guardrails that administrators set.

Solution permission settings with roles that can view, edit or administer

Set Permissions Down to the Field

Permissions apply at workspace, solution, record and field level. Dynamic record permissions grant or restrict access based on field values, and separate controls decide who can build integrations and automations.

Portfolio goals with linked programs, owners and progress against each objective

Align Portfolios to Strategy

Link programs, projects and tasks to department and enterprise goals. Leaders see which work moves each objective and which work can stop.

Record with a threaded discussion, @mentions and a live editing indicator

Keep Decisions Next to the Work

Comments, @mentions, notifications and live editing sit on each record. Decisions stay with their context, which helps when an auditor or a new owner asks why something changed.

Executive dashboard with portfolio status, open risks and service desk volume

Give Executives One View of Work in Progress

Dashboards draw on live records across programs, projects, people, risks and service queues. Executives see the current position without waiting for a status report.

Every team keeps its data current in the same platform, so cross-department reporting needs no manual consolidation.

Workspace administration settings for SSO, user provisioning and audit logs

What the Enterprise Plan Includes

Everything in Professional, plus SAML-based SSO, SCIM user provisioning and synced user groups, audit logs, IP address restrictions, data loss prevention and European data residency. Each solution holds up to 400,000 records, with 500GB of file storage.

Enterprise plans on an annual term with 25 or more licensed users include a named customer success manager and access to Professional Services for implementation. A HIPAA Business Associate Agreement is available on Enterprise only.

Integration catalog with connected apps and REST API access settings

Connect Existing Systems and Data

Automations, native integrations, Zapier and Make connect the platform to the tools already in place, and the REST API handles custom work. A hosted MCP server gives approved AI clients governed access to data and actions.

Automations · Integrations · REST API · MCP server

SmartSuite ISO and SOC-2 certification

Our Commitment to Security and Privacy

SmartSuite underscores its dedication to security and privacy through its ISO/IEC 27001 certification and SOC 2 Type II attestation report. These reflect our steadfast commitment to implementing comprehensive data protection measures and stringent security and privacy controls.

Read about our security

Connected solutions map showing how sales, product, service and risk tables link

Connected Workflows Across Departments

Solutions and tables link across departments, so sales, product, customer success, IT and risk teams work from shared data instead of copies. Owners decide exactly who can see or change shared records.

That’s not all

More reasons to love SmartSuite

SmartDoc
Create dynamic, rich documents directly in application records.
Formulas
Enjoy calculations galore - from basic operations to advanced logic.
Activity History
Never lose sight of who did what and when to stay across key work.
Real-Time Updates
See updates your team members are making in real time.
Files
Manage files directly in your workflows and free yourself from folders. It's revolutionary.
Security

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.

Enterprise security controls in a SmartSuite workspace
Roles And Permissions
User access controls control system modification and data access rights
Activity History
Changes to SmartSuite structure and content are logged with user and date
Recycle Bin
All deleted files and structures (such as fields) can be restored from the recycle bin
Login History
User logins are stored, including source IP address and timestamp
Active Sessions
Admins can view active sessions and length, and can terminate sessions
AWS Environment
SmartSuite runs on the AWS cloud platform for the best in security and availability
Best practice workflow templates

Enterprise workflow templates

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

Enable your business to innovate

Create new workflows with no coding required

SmartSuite provides teams the ability to build 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
Customer care

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.

Priority support
Customer success manager

Customer success manager

A named customer success manager is assigned to every Enterprise account on an annual plan with 25 or more licensed users, 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.

Arthur G, CTO
Arthur G
CTO

SmartSuite is the system that fits the way we work, where we work.

See how SmartSuite connects your enterprise

Experience first-hand how SmartSuite connects teams, simplifies business processes, and aligns work to strategy.