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Platform Overview
Platform Overview
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Why SmartSuite

Users and Permissions

Ensure the right people have the right access
SmartSuite powers remote work
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Bring together everything your team needs to communicate, collaborate, and coordinate getting work done!
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A security by design approach to protecting your data
SmartSuite is safe and secure
Team Collaboration
Build a company culture through authentic digital connections between employees and teams.
SmartSuite is safe and secure
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Extend the power of our workflows of automations
SmartSuite supports 15 languages to support a global audience
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Unlock the power of SmartSuite with our robust and flexible Developer API.
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Solutions
Explore by category
Project Management Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
Customer Success Ops
Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.
Business Strategy Ops Icon
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 Icon
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 Icon
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 Icon
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 Icon
Cybersecurity Ops
Optimize security operations by consolidating processes, organizing and prioritizing tasks and coordinating staff to achieve your security mission.
IT Service Management Ops Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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.
Explore all solutions
Explore by company size
Startups
A quick and simple way to get your business launched, by focusing on ideas and not processes
Run your early stage startup on SmartSuite
Small and Medium Business
Run every aspect of our business on a single platform, tailored to your way of working
SmartSuite powers your SMB
Enterprise
Align teams and departments to work together at greater efficiency and with increased collaboration
Coordinate every enterprise business process
Customers
Features
Explore features
Activity History Icon
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 Icon
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 Icon
Calendar View

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

Card View Icon
Card View

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

Chart View Icon
Chart View

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

Conversations Icon
Communication Center

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

Create New Solutions Icon
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 Icon
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 Icon
Data Import

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

Document Designer
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 Icon
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 Icon
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
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 Icon
Formulas

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

Gantt Chart
Gantt Charts

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

Grid View Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
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 Icon
Notification Center

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

Page Designer Icon
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 Icon
Power Search

Easily search for anything across every part of SmartSuite.

Print / Export Icon
Print / Export

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

Real Time Updates Icon
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 Icon
Recycle Bin

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

Reporting Icon
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 Icon
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 Icon
Starred Items

Quickly pin important items for easy access.

Task Management Icon
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.

Collaboration Icon
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 Icon
Time Tracking

Fully integrated time tracking capabilities

Timeline Icon
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.

Permissions Icon
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.

Automations Icon
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.

Explore all features
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.
Excited male founder who created custom solutions in SmartSuite
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Use your influence to promote SmartSuite and earn a 30% commission
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SmartSuite Solution Partners
Expand your business opportunities by offering a collaborative work management platform to your customers
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Technology and product companies looking to collaborate and drive shared growth
Technology and product companies looking to collaborate and drive shared growth
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Accessibility statement
Effective Date: November 1, 2020
Any questions about the policy should be sent to support@smartsuite.com

SmartSuite Cookie Policy

Introduction

We use and allow certain other companies to use cookies, web beacons, and other similar technologies (collectively “Cookies”) on our SmartSuite Services. We do this to understand your use of our Services; improve your user experience and enable personalized features and content; optimize our advertisements and marketing; and to enable third-party advertising companies to assist us in serving ads specific to your interests across the Internet. You can find more information about Cookies at: www.allaboutcookies.org

What are Cookies?

Cookies are text files containing small amounts of information which are downloaded to the browser that you use when you visit a site. The entity that places cookies on your browser can then read the information on that cookie that it set. Cookies are typically classified as either “session cookies” which do not stay on your device after you close your browser or “persistent cookies” which will usually remain on your device until you delete them or they expire. Different cookies are used to perform different functions:

  • Essential Cookies: Some cookies are essential and enable you to move around the SmartSuite Services and use their features, such as accessing secure areas of the SmartSuite Services. Without these cookies, we cannot enable appropriate content based on the type of device you are using.
  • Functionality Cookies: These cookies allow us to remember choices you make on our websites (such as your preferred language or the region you are in).
  • Personalization Cookies: We also use cookies to change the way our SmartSuite Services behave or look in order to personalize your experience from information we infer from your behavior on our SmartSuite Services or information we may already know about you because, for example, you are a registered user. These cookies may be used to tailor the SmartSuite Services or the content, look and feel delivered to you on subsequent sessions to our SmartSuite Services. For example, if you personalize web pages, or use specific parts of the SmartSuite Services, a cookie helps our webpage server recall your specific information. When you next use the SmartSuite Services, the information you previously provided can be retrieved, so you can easily use the SmartSuite Services features that you previously chose.
  • Analytics Cookies: We use our own cookies and/or third-party cookies and other identifiers (such as web beacons) to see how you use our SmartSuite Services in order to enhance their performance and develop them according to the preferences of our customers and visitors. For example, cookies and web beacons may be used to: maintain a consistent look and feel across our SmartSuite Services; track and provide trend analysis on how our users interact with our SmartSuite Services; track errors and measure the effectiveness of our promotional campaigns.
  • Advertising Cookies: These cookies record your visit to our SmartSuite Services, your opening and review of our emails, the pages you have visited, and the links you have clicked. They gather information about your browsing habits and remember that you have visited a website. We or our service providers may use this information to make advertisements more relevant to you.
  • Cross-Device Cookies: Sometimes, we may use cookies in combination with the information we collect — for instance, usernames, IP addresses and unique mobile device identifiers — to locate or try to locate the same unique users across multiple browsers or devices (such as smartphones or tablets), or work with service providers that do this, in order to save your preferences across devices and analyze usage of the SmartSuite Services.

Third Party Cookies

Please note that third parties (including for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies on our SmartSuite Services. We used trusted partners like DoubleClick and Google AdWords to help us service advertising. We also use Google Analytics on our SmartSuite Services to help us analyze how our SmartSuite Services are used. Google Analytics uses performance cookies to track visitor interactions. For example, by using cookies, Google can tell us which pages our users view, which are most popular, what time of day our websites are visited, whether visitors have been to our websites before, what website referred the visitor to our websites, and other similar information. We have little control over these “third party” cookies, so we suggest that you check the respective privacy policies for these external services to help you understand what data these organizations hold about you and what they do with it.

  • DoubleClick: http://www.google.com/policies/technologies/ads/
  • Facebook: https://www.facebook.com/policy.php
  • Google AdWords: https://support.google.com/adwords/answer/2549116?hl=en
  • Google Analytics: http://www.google.com/analytics/learn/privacy.html
  • Google Tag Manager: https://www.google.com/analytics/tag-manager/faq/
  • Google+: https://www.google.com/policies/privacy/
  • Twitter: https://twitter.com/privacy?lang=en
  • YouTube: https://www.youtube.com/static?template=privacy_guidelines

Web Beacons

We may also use electronic images known as web beacons on our SmartSuite Services - sometimes called “clear GIFs”, “single-pixel GIFs”, or “web bugs”. Web beacons are used to deliver cookies on our SmartSuite Services, count clicks/users/visitors, and deliver co-branded content or services. We may include web beacons in our promotional e-mail messages or newsletters to determine whether messages have been opened and acted upon. Our SmartSuite Services may also contain web beacons from third parties to help us compile aggregated statistics regarding the effectiveness of our promotional campaigns or other website operations. These web beacons may allow the third parties to set or read cookies on your device.

Controlling Cookies

There are a number of ways you can manage what cookies are set on your devices. Essential cookies, however, cannot be disabled. If you do not allow certain cookies to be installed, the SmartSuite Services may not be accessible to you and/or the performance, features, or SmartSuite Services may be compromised.

Advertising Cookies

If you would like to disable advertising cookies, you can visit http://www.youronlinechoices.com. If you choose to turn off these cookies you will still see advertising on the internet but it may not be tailored to your interests. It does not mean that you won’t be served any advertisements while online. You can also manage this type of cookie in the privacy settings on the web browser you are using. Please see below for more information.

Browser Settings

You can disable and/or delete most types of cookies by using your browser settings. Please note that if you use your browser settings to block all cookies you may not be able to access parts of our or others’ services. The following links provide information on how to modify the cookies settings on some popular browsers:

  • Apple Safari: http://support.apple.com/kb/PH5042
  • Google Chrome: https://support.google.com/chrome/bin/answer.py?hl=en&answer=95647&p=cpn_cookies
  • Microsoft Internet Explorer: http://windows.microsoft.com/en-US/windows7/How-to-manage-cookies-in-Internet-Explorer-9
  • Mozilla Firefox: http://support.mozilla.org/en-US/kb/Cookies

Cross-Device Cookies

If you wish to opt out of our ability to track you across devices, you may install the Google Analytics Opt-out Browser Add-on by clicking here.

Do Not Track Signals

There is no uniform or consistent standard or definition for responding to, processing, or communicating Do Not Track signals. At this time the SmartSuite Services do not function differently based on a user’s Do Not Track signal. For more information on Do Not Track signals, see All About Do Not Track.

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