What is Intake & Triage Workflow Automation?

Platform

Platform Overview

Learn more about our product, key features and benefits

Users and Permissions

Ensure the right people have the right access

Integrations

Bring together everything your team needs to communicate, collaborate, and coordinate getting work done!

Trust and Security

A security by design approach to protecting your data

Team Collaboration

Build a company culture through authentic digital connections between employees and teams.

Workflow Automation

Extend the power of our workflows of automations

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Whats New

Overview of latest features

Product Roadmap

View our product roadmap, request new features and upvote and comment features added by other community members

Supported Languages

Learn about the languages we support

Developer API

Unlock the power of SmartSuite with our robust and flexible Developer API.

Product Introduction Video

Brief introduction to product features and examples of how companies use SmartSuite

Solutions

Explore by category

Project Management

Empower your project teams to stay focused on the most important work. From simple projects to complex programs, our solutions are built to help you deliver.

Sales Ops

Growing your sales has never been this easy. Bring out the best in your sales reps, win more deals as a team and strengthen customer relationships.

Marketing Ops

Spend more time on creativity and less time on complicated processes. Simplify the way you create brand messaging, craft campaigns and deliver results for your brand or clients.

Software Development Ops

Level up your product game with world-class agile development processes, centralized sprint planning, interactive product roadmaps and instant collaboration.

Product Ops

Level up your product game with world-class agile development processes, centralized release planning, interactive product roadmaps and instant collaboration.

HR / People Ops

Don't just keep up with the ever-changing world of work — create a dynamic workforce by empowering, protecting and supporting your most important asset: your people. Stay ahead of the change, and your competition for top talent, with the most flexible and adaptable platform for human resources.

Governance Risk & Compliance

Experience the friendliest, most flexible enterprise governance, risk and compliance solution. From novice to experienced practitioners, get elegant features and unprecedented cross-team collaboration over a network of interconnected GRC practice areas.

Customer Success Ops

Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.

Business Strategy Ops

To achieve success in a competitive market you need to set clear goals and understand how to measure your progress. Start off strong with a business roadmap that documents every strategic goal, setting expectations and documenting long-term plans for every initiative.

Business Operations

Use an array of solution templates to make your business run smoother and smarter. Standardize where work gets done to remove friction and stop switching between systems to complete tasks.

Legal Ops

Solutions designed to manage law firm operations, cases, time tracking and comprehensive client relationship management. Firms can use our full library of business solutions to manage everything from HR to Marketing.

Service Delivery Ops

Give your human capital a performance boost to complete work orders, deliver engagements and manage projects faster and smarter than ever before.

Cybersecurity Ops

Optimize security operations by consolidating processes, organizing and prioritizing tasks and coordinating staff to achieve your security mission.

IT Service Management Ops

Raise the bar with solutions designed to streamline critical IT processes, organize projects and remove traditional obstacles on the road of an ever-changing technology landscape.

Finance Ops

Change the way you control and power your vital financial and accounting processes. Don't just crunch numbers — get a powerful, all-in-one platform for all of your financial process .

Business Continuity Planning

Don’t let a sudden crisis disrupt your business. Weather any storm with SmartSuite to facilitate business continuity and disaster recovery planning.

Facility Management

Simplify the complex, keep track of your everything, react to issues as they occur and be proactive about how you manage your facilities.

Procurement Ops

Understand your organization’s spend and ensure it's properly aligned with business goals. Say "goodbye" to spreadsheets, forms and lost approvals. Get everything you need to tackle purchasing workflows, analyze budgets, manage vendors and handle the approval process.

Supply Chain Ops

Streamline the inventory, shipping and distribution processes that are crucial to your success. Manage all of the materials needed to produce your products — and the systems you need to get them into customers’ hands.

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Explore by company size

Startups

A quick and simple way to get your business launched, by focusing on ideas and not processes

Small and Medium Business

Run every aspect of our business on a single platform, tailored to your way of working

Enterprise

Align teams and departments to work together at greater efficiency and with increased collaboration

Customers

Features

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Activity History

Activity History automatically tracks every action in SmartSuite. Know what your teammates are working on and what changes they’ve made, in real-time.

Availability Status

Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.

Calendar View

View records in a calendar format of your choosing, sorted by a date or date range.

Card View

View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.

Chart View

Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut and more.

Communication Center

Communicate with your team right where your work is being performed.

Create New Workflows

In SmartSuite, Solutions drive projects to completion and keep work flowing through processes. Get a jumpstart with one of our templates, or create entirely new solutions to support your unique needs. Simply work the way you want.

Dashboards

Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions.

Data Import

Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.

Document Designer

Seamlessly create professional and visually stunning documents, such as invoices, contracts, business cards, product sheets, brochures, HR policies and more - right from your SmartSuite records.

Field Types

With more than 40 different field types, we’re the most versatile of any platform. SmartSuite supports everything from text and numbers to sophisticated formulas and links to other records.

File Management

With SmartSuite’s File Management system, manage files directly in your workflows. Free yourself of desktop folders, more folders in your work management tool, then more folders in your cloud storage.

Forms

Collect data from external users with SmartSuite Forms. You can share a link to a responsive form view or embed it in your existing Website to make it easy to onboard customers, accept applications, collect feedback and more.

Formulas

Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.

Gantt Charts

SmartSuite’s Gantt chart feature lets you oversee, adjust, and communicate project details, tasks, and timelines.

Grid View

View projects and processes in a better than spreadsheet grid format with powerful sort, filter, group, and inline edit capabilities. Build what you want, from basic to extravagant.

Integrations

You’ve got the tools - we’ve got the integrations. Connect them all to centralize your data and workflows in one place, and prioritize the work that matters.

Kanban View

Kanban View is perfect for visualizing a workflow through the different stages, tracking progress, and assigning tasks in a manner that removes bottlenecks.

Map View

View any of your location data in a fully interactive map format that includes powerful display features. SmartSuite is your digital playground for physical locations.

Member Directory

Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.

My Work

A single place to view your assigned work across all processes and projects. View tasks by priority and due date, then get to work.

Notification Center

Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.

Page Designer

Display your info how you want it, to meet the needs of every audience. Quickly build gorgeous, functional, and responsive pages with an intuitive interface that lets you customize the overall layout, style, and design of your projects and processes.

Power Search

Easily search for anything across every part of SmartSuite.

Print / Export

Print or export your work in multiple business and user-friendly formats.

Real Time Updates

Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second. There’s no refresh button, you’re always working on the current version.

Recycle Bin

Never worry about losing data! Anything you delete can be restored in a couple of clicks.

Robust Reporting

Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.

SmartDocs

We’re revolutionizing what you expect out of an online document - try it once and you’ll never go back. If you’ve ever wished for the ability to do something in your docs, we’re your work genie.

SmartSuite AI

Streamline your work processes with SmartSuite AI. From drafting blogs and categorizing feedback to enhancing clarity and simplifying language, let AI do the heavy lifting. Personalize your experience with custom prompts and unlock the future of efficient workflow.

Starred Items

Quickly pin important items for easy access.

Task Management

At the core of any work management platform is good project management software. Ours is great. Deliver everything from simple projects to complex programs and general business processes, on time and on budget.

Team Collaboration

Build a company culture through authentic digital connections between employees and teams. With everything you need in one platform, collaboration happens where the work is getting done.

Time Tracking

Fully integrated time tracking capabilities

Timeline View

View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time.

Users and Permissions

With our intuitive Permissions feature, you can effortlessly manage access to your business workflows. Ensure the right people have the right access, fostering collaboration while maintaining security and control.

Workflow Automations

Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.

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Create solutions from scratch 🚀

Can’t find the right template ? No problem. You can create a new solution in minutes. From simple to complex, you can automate any business process or project in SmartSuite - with no coding required.