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Platform Overview
Platform Overview
Learn more about our product, key features and benefits
Why SmartSuite

Users and Permissions

Ensure the right people have the right access
SmartSuite powers remote work
Integrations
Bring together everything your team needs to communicate, collaborate, and coordinate getting work done!
SmartSuite is safe and secure

Trust and Security

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
Workflow Automation
Extend the power of our workflows of automations
SmartSuite supports 15 languages to support a global audience
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Team
Whats New
Overview of latest features
Team
Product Roadmap
View our product roadmap, request new features and upvote and comment features added by other community members
Team
Supported Languages
Learn about the languages we support
Team
Developer API
Unlock the power of SmartSuite with our robust and flexible Developer API.
Enterprise
Product Introduction Video
Brief introduction to product features and examples of how companies use SmartSuite
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 CRM Icon
Sales CRM
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 Icon
Marketing
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 Icon
Software Development
Level up your product game with world-class agile development processes, centralized sprint planning, interactive product roadmaps and instant collaboration.
Product Management Icon
Product Management
Level up your product game with world-class agile development processes, centralized release planning, interactive product roadmaps and instant collaboration.
Creative Design Icon
Creative Design
Streamline your product design process from initial concept to final approval. Share design concepts, quickly collect feedback from remote teams and record all of your design decisions to seamlessly guide your products through every phase of their evolution.
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Human Resources & Recruiting
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.
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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 Icon
Customer Success
Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.
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Construction
Solutions designed to support a wide range of construction projects, from residential to large-scale construction programs. Manage simple bids, complex RFPs, subcontractors, equipment, and more.
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Colleges & Universities
Solutions that help academic institutions manage Third Party Risk (HECVAT), coordinate IT help desk and asset tracking, automate alumni and career services programs, and help faculty and administration to coordinate events, courses, programs, staff, and budgets all in one tool - without writing a line of code.
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Real Estate
There's never a dull day in the property management business. Use SmartSuite to keep track of everything, react to issues and get proactive in your management approach.
Business Strategy Icon
Business Strategy
​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 Icon
Legal
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.
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Banks / Credit Unions
Elevate GRC Excellence: Discover the ultimate enterprise solution tailored for Banks and Credit Unions. From beginners to experts, enjoy user-friendly features and seamless cross-team collaboration across GRC practice areas.
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Venture Capital
Solutions designed to manage the back office of any Venture Capital firm. Track limited partner investors, document fund strategies, review and vet potential deals, standardize due diligence processes and track portfolio company performance.
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Personal Productivity
Discover curated solutions to help teammates stay organized, find a productive flow and implement healthy patterns to find a balance.
Professional Services Icon
Professional Services
Give your human capital a performance boost to complete work orders, deliver engagements and manage projects faster and smarter than ever before.
Security Operations Icon
Security Operations
Optimize security operations by consolidating processes, organizing and prioritizing tasks and coordinating staff to achieve your security mission.
IT Service Management Icon
IT Service Management
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 & Accounting Icon
Finance & Accounting
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 .
Quality Assurance Icon
Quality Assurance
Leave those disorganized spreadsheets behind and streamline your process. Organize tests by priority, track test runs and understand how quality goals are being met.
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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.
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Nonprofit
We're committed to supporting the important work of non-profits. We're here to help you make an impact with ready-to-go solutions aimed at helping you move your cause forward.
Event Planning Icon
Event Planning
From small meetings to massive conferences, one-time epics to recurring live programs, coordinate every dynamic and elevate your events with SmartSuite.
Restaurants & Food Service Icon
Restaurants & Food Service
Go beyond POS, accounting and payroll systems and get all the ingredients for a thriving  enterprise — including event coordination, menu development, marketing and more.
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.
Giving Back Icon
Giving Back
Weave giving back into the fabric of your company culture, deploying solutions that promote volunteerism and track corporate giving. Become a company people want to work for and buy from — one that makes a difference and creates social impact.
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Health & Wellness
Improve your personal heath and well-being — or your organization's. Promote wellness, track individual goals and develop mindfulness for yourself. Create and manage a health and wellness program for your entire organization.
Physical Security Icon
Physical Security
Protect your people and personal property, safeguard your equipment and make sure your team stays safe. Create a comprehensive physical security plan that coordinates technology, hardware and operating procedures to protect from threats, intrusions and breaches.
Procurement Icon
Procurement
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.
Teachers Icon
Teachers
Simplify and unify all educational materials and operations to shift the focus to students.
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Clubs & Associations
From board members to volunteers, from special evens to marketing materials, manage everything your club does from a single, affordable platform.
Churches Icon
Churches
From small churches to multi-location religious groups, SmartSuite solutions designed to fit the unique needs of every organization. From church operations, to member tracking, event planning, giving and more.
Political Campaigns Icon
Political Campaigns
Fuel your people-powered movement by centralizing the way you organize and scale. From fundraising to event management, get solutions that adapt to your campaign's needs.
Logistics Icon
Logistics
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.
Remote Work Icon
Remote Work
Go beyond video apps and chat with solutions tailored to help your team stay productive wherever they call home. We know SmartSuite gets remote work done because we use it too, and coordinate our entire team across six countries and multiple timezones.
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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Resources
Community
Support
Getting Started
Everything you need to learn SmartSuite, all in one place.
Blog
Blog
Discover the latest SmartSuite product and company news
Brand Kit
SmartSuite Community
Connect with and learn from other SmartSuite users around the world
Brand Kit
News
Insights on No-Code, AI, GRC, Product, Engineering and more
Brand Kit
SmartSuite Academy
Gain access to free online training courses and certifications
Webinars
Webinars / Workshops
Register for upcoming webinars and workshops or explore our library of prior recordings.
About Us
About us
Learn about our story and why we created SmartSuite
Video Center
Video Center
Watch videos that will help you and your team get the most out of SmartSuite.
Partner Programs
Hire a Certified Expert
SmartSuite Experts are vetted consultants who can help you with customizing your workspace, onboarding your team, integrations, and onsite training.
Technology and product companies looking to collaborate and drive shared growth
Affiliate Program
Join SmartSuite's Affiliate Program
Use your influence to promote SmartSuite and earn a 30% commission
Service Partner Program
SmartSuite Solution Partners
Expand your business opportunities by offering a collaborative work management platform to your customers
Technology Partners Program
Technology and product companies looking to collaborate and drive shared growth
Technology and product companies looking to collaborate and drive shared growth
Pricing
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Schedule a Demo
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Start Free Trial
Schedule a Demo
Contact Us
Need help? Contact the SmartSuite support team.
Careers
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Wall of Love
Read the feedback from our community
Help Center
Browse help articles for tips, tricks and advice to get the most out of SmartSuite
The Legal Stuff
Terms of Use
Website Terms of Use
Global Privacy Policy
Cookie Policy
Subprocessors
Trademark Policy
Affiliate Program Agreement
Business Partner DPA
Reseller DPA
Accessibility statement
Effective Date: March 10, 2024
Any questions about the policy should be sent to support@smartsuite.com

SmartSuite Affiliate Program Agreement

PLEASE READ THIS AFFILIATE PROGRAM AGREEMENT CAREFULLY.

This is a contract between you (the “Affiliate”) and us (“SmartSuite”). It describes how we will work together and other aspects of our business relationship. It is a legal document, so some language is necessarily “legalese,” but we have tried to make it as readable as possible.

This Affiliate Program Agreement applies to your participation in our Affiliate Program (the “Affiliate Program”).  These terms are very important, and we cannot have you participate in our Affiliate Program unless you agree to them.

We may periodically update these terms. We could also replace these terms entirely if, for example, the Affiliate Program changes, ends, or becomes part of another SmartSuite partner program. You will be notified electronically of any such updates or replacements via email. If you disagree with the modified terms, you can terminate the agreement according to the provided process documented in this agreement.

By clicking on the “Submit” or “I agree” button, participating in the SmartSuite Affiliate Program, or posting or sharing your SmartSuite Affiliate Link, you indicate your agreement to be bound by this Agreement.

Key Definitions

  1. “Affiliate Program” means our affiliate program as described in this agreement.
  2. “Affiliate Lead” means a potential customer who clicks on the Affiliate Link we have made available to you within the Affiliate Portal.
  3. ‍“Affiliate Link” means the unique tracking link you use to promote SmartSuite.  When clicked, this link will direct a user to a page on our website where the prospect can complete the signup process, which then turns into an Affiliate Lead.‍
  4. “Affiliate Program Policies” means the policies applicable to our affiliate program, which are available for review in Exhibit A of this agreement.‍
  5. “Affiliate Portal” means the dedicated affiliate management platform provided to you upon acceptance into the program. This management portal facilitates your active participation in our Affiliate Program."‍
  6. "Agreement" means this Affiliate Program Agreement and all materials referenced or linked herein.‍
  7. “Commission” means an amount described in the Affiliate Program Policies for each Customer Transaction.‍
  8. "Cookie Duration" means the 90-day period during which your Affiliate Link's tracking cookie remains active.  The tracking period starts on the day a potential customer clicks on your Affiliate Link and remains valid for 90 days.‍
  9. “Customer” means the authorized user of a SmartSuite Plan who, having originated as an Affiliate Lead, subsequently made a purchase.‍
  10. “Customer Transactions” means those transactions by Affiliate Leads that are eligible for a Commission pursuant to the ‘Customer Transactions’ section of this Agreement.
  11. “Subscription Plan” means any of the paid subscription plans offered by SmartSuite at https://www.smartsuite.com/pricing, as we may update and/or modify from time to time.‍
  12. "We," "us," “our,” and “SmartSuite” refer to SmartSuite Holdings, Inc.‍
  13. “You” and “Affiliate” means the party, other than SmartSuite, entering into this Agreement and participating in the Affiliate Program.

Non-Exclusivity

This Agreement does not establish an exclusive arrangement between you and us. Both parties retain the right to endorse similar products and services from third parties and collaborate with other entities in activities related to the sale, implementation, and utilization of comparable services and products offered by third parties.

Affiliate Acceptance

Upon receiving the submission of your Affiliate application, we will thoroughly review it and promptly notify you if you have been accepted into our Affiliate Program.  Before approving your application, we may initiate a review process and contact you for additional information needed to make our decision.

If you have not received notification confirming your acceptance into our Affiliate Program within thirty (30) days of submitting your application, please consider your application not approved.

If you are accepted into our Affiliate Program, the terms and conditions outlined in this Agreement will be in full force until terminated as per the stipulations below. Additionally, should it be applicable, adherence to any enrollment criteria specified in the Affiliate Program Policies is required. Failure to fulfill these criteria within thirty (30) days of acceptance will result in immediate termination of this Agreement, rendering you ineligible for further participation in the Affiliate Program.

It is important to note that acceptance and participation in our Affiliate Program does not automatically grant acceptance and participation into other SmartSuite Partner Programs, such as our Service, Solution, and Integration Partner Programs. To participate in these programs, you must follow the relevant application procedure for each program.

Customer Transactions

  1. Affiliate Program Limits. We will pay you the Commission as described in the Affiliate Program Policies for each new Customer who completes an applicable Customer Transaction, provided that you remain eligible to receive the Commission pursuant to the terms of this Agreement.
    ‍
    The start of the Customer’s subscription is determined by the date of the customer's first purchase of the Subscription Plan. You will receive a Commission payment for that Customer Transaction and any additional plan or user upgrades for a period of 12 months.
  2. Eligibility. For the payment of a Commission to be eligible, the following conditions must be met: (i) an Affiliate Lead must be accepted and deemed valid in accordance with the criteria outlined in the 'Acceptance and Validity' section below, (ii) a Customer Transaction must have successfully taken place, and (iii) the Customer must remain a customer throughout the specified period, as detailed in the Program Policies.
    ‍
    You are not eligible to receive Commission or any other compensation from us if: (i) such compensation is disallowed or limited by federal, state or local law or regulation in the United States or the laws or regulations of your jurisdiction; (ii) the Commission payment has been obtained by fraudulent activity, misuse of your Affiliate Link, in violation of any Affiliate Program Policies, misuse of the Affiliate Portal or by any other means that we deem to breach the spirit of our Affiliate Program, or (iii) the Customer participates in any of our partner programs and is eligible to receive commission in relation to the Customer Transaction under any of these programs.
    ‍
    Fraudulent activity refers specifically to any traffic generated by your activity through illegal means, in bad faith, or with the intent to defraud us, regardless of whether or not it actually causes harm to us. Fraudulent activity includes, but is not limited to, false advertising, fees paid by stolen credit cards, collusion, offers to share commissions, and any other unauthorized use, misuse, or manipulation of your Affiliate Link.
    ‍
    If you become eligible to receive a revenue share payment or commission through another Program within SmartSuite, the payment amount will remain unaffected by your participation in the Affiliate Program. Specifically, you will not receive the Commission outlined in this Agreement for any Partner Transaction completed while actively participating in the Solutions Partner Program (as defined in the Solutions Partner Program Agreement). In essence, the Commission specified in this Agreement is exclusive to the Affiliate Program and does not overlap with payments from other SmartSuite Programs.
    ‍
    We may discontinue Commission payments at any time if any of the eligibility criteria outlined in this subsection fail to be met.‍
  3. Acceptance and Validity. You will only be eligible to receive a Commission payment for Affiliate Leads derived from your Affiliate Link. An Affiliate Lead will be considered valid and accepted if, in our reasonable determination, (i) it is a new potential customer of ours, and (ii) it is not, at the time of submission or sixty (90) days prior, one of our pre-existing customers, or involved in our active sales process. Notwithstanding the foregoing, we may choose not to accept an Affiliate Lead at our reasonable discretion.

    If an Affiliate Lead does not purchase a Subscription Plan during the Cookie Tracking Period, you will not be eligible for a Commission payment, even if the Affiliate Lead decides to purchase after the time period has expired.

    An Affiliate Lead is not considered valid if its first click on the Affiliate Link is after this Agreement has expired or been terminated.‍
  4. Commission and Payment. To receive payments under this Agreement, you must have: (i) agreed to the terms of this Agreement; (ii) completed all steps necessary to create your account in the Affiliate Portal in accordance with our directions, (iii) have a valid and up-to-date payment method in the Affiliate Portal with such account (iv) and have completed all required tax documentation in order for the Affiliate Portal to process any payments that may be owed to you.

    If any of these requirements remain outstanding for six (6) months immediately following the close of a Customer Transaction, then your right to receive a Commission arising from any Customer Transaction will be forever forfeited.‍
  5. Currency, Taxes, Offsets, and Amounts.
    1. Currency.  All commission payments we make to you are made in USD currency.‍
    2. Taxes. You are responsible for payment of all taxes and fees (including bank fees) applicable to the Commission.‍
    3. Offsets. All amounts payable by us to you are subject to offset by us against any amounts owed by you to us.‍
    4. Commission Amounts. We reserve the right to alter or change the Commission amount as per the Affiliate Program Policies

Training and Support

As part of our commitment to your success within the Affiliate Program, we provide a range of valuable resources, including webinars and workshops, a video center, an active user community, a robust online academy, and globally recognized certifications, all at no cost to you. In order to maximize the value of our relationship, we encourage your sales, marketing, and promotional personnel to participate in these available resources.

We believe that ongoing education and support are integral to your success, and we remain dedicated to providing you with the tools necessary to excel in the program.

Trademarks

Under this Agreement, you grant us a nonexclusive, nontransferable, and royalty-free right to utilize and showcase your trademarks, service marks, and logos ("Affiliate Marks") in association with the Affiliate Program.

During the term of this Agreement, you are permitted to use our trademarks while adhering to the usage requirements outlined in this section. To ensure compliance, you must: (i) solely deploy the images of our trademark as provided, without any alterations; (ii) use our trademarks solely in connection with the Affiliate Program and in accordance with this Agreement; (iii) adhere to our Brandkit Usage Guidelines; and (iv) promptly discontinue usage if we request cessation. Prohibited actions include (i) utilizing our trademarks in a misleading or disparaging manner; (ii) suggesting endorsement, sponsorship, or approval by us of your services or products; and (iii) deploying our trademarks in violation of applicable laws or in connection with obscene, indecent, or unlawful topics or materials. Your adherence to these guidelines ensures the proper and respectful use of our trademarks within the scope of the Affiliate Program.

Proprietary Rights

Our Proprietary Rights.

This Agreement grants no license to any software. All SmartSuite Products are protected by intellectual property laws. All SmartSuiteProducts belong to and are the property of us or our licensors (if any). We retain all ownership rights in the SmartSuite Products.

You agree not to copy, rent, lease, sell, distribute, or create derivative works based on SmartSuite Products in whole or in part, by any means, except as expressly authorized in writing by us. The SmartSuite logo, and other marks we use from time to time are our trademarks, and you may not use them without our prior written permission except as otherwise outlined in this Agreement.

We encourage all customers, affiliates, and partners to comment on SmartSuite Products, provide suggestions for improving them, and vote on suggestions they like - in our public roadmap. You agree that all such comments and suggestions will be non-confidential and that we have the right to use and incorporate them into the SmartSuite Products without payment to you.

Proprietary Rights of the Customer.

In your relationship with a Customer, the Customer maintains the right to access and utilize the SmartSuite Products. To clarify, the customer will own and retain all rights to the Customer Data.

Confidentiality

As used in this agreement, “Confidential Information” means all confidential information disclosed by a party ("Disclosing Party") to the other party (“Receiving Party”), (i) whether orally or in writing, that is designated as confidential, and (ii) SmartSuite customer and prospect information, whether or not otherwise designated as confidential. Confidential Information does not include any information that (i) is or becomes generally known to the public without breach of any obligation owed to the Disclosing Party or (ii) was known to the Receiving Party before its disclosure by the Disclosing Party without breach of any obligation owed to the Disclosing Party.  The Receiving Party shall: (i) protect the confidentiality of the Confidential Information of the Disclosing Party using the same degree of care that it uses with its own confidential information, but in no event less than reasonable care, (ii) not use any Confidential Information of the Disclosing Party for any purpose outside the scope of this Agreement, (iii) not disclose Confidential Information of the Disclosing Party to any third party, and (iv) limit access to Confidential Information of the Disclosing Party to its employees, contractors and agents. The Receiving Party may disclose Confidential Information of the Disclosing Party if required to do so under any federal, state, or local law, statute, rule or regulation, subpoena, or legal process.

Opt-Out and Unsubscribe

You will comply promptly with all opt-out, unsubscribe, "do not call", and "do not send" requests. For the duration of this Agreement, you will establish and maintain systems and procedures appropriate to effectuate all opt-out, unsubscribe, "do not call," and "do not send" requests.

Term and Termination

  1. Term.
    This Agreement will apply for as long as you participate in the Affiliate Program, until terminated.
  2. Termination Without Cause.
    Both you and we may terminate this Agreement on fifteen (15) days' written notice to the other party.
  3. Termination for Agreement Changes.
    If we modify or replace the terms of this Agreement, you may terminate this Agreement by written notice to us.
  4. Termination for Cause.
    We may terminate this Agreement: (i) upon thirty (30) days’ notice to you of a material breach if such breach remains uncured at the expiration of such period, (ii) immediately if you become the subject of a petition in bankruptcy or any other proceeding relating to insolvency, receivership, liquidation or assignment for the benefit of creditors, (iii) immediately, if you breach the terms applicable to your subscription with us (if you have one), or (iv) immediately, if we determine that you are acting, or have acted, in a way that has or may negatively reflect on or affect us, our prospects, or our customers.
  5. Effects of Expiration/Termination.
    Expiration of this Agreement and termination of this Agreement: (i) without cause by us,(ii) by you with cause, (iii) by you according to the ‘Termination for Agreement Changes’ section, shall not affect our obligation to pay you a Commission, so long as the related payment by the Customer Transaction is recognized by us within thirty (30) days after the date of such termination or expiration and provided that in no event shall you be entitled to payment of Commission under this Agreement if you are eligible to receive a revenue share payment under the Solutions Partner Program Agreement. We will not pay you fees on Customer Transactions recognized by us after thirty (30) days after the date of such termination or expiration set out above. Provided, however, in the event of termination without cause by you, or for cause by us, our obligation to pay and your right to receive any Commission will terminate upon the date of such termination, regardless of whether you would have otherwise been eligible to receive Commission before the date of termination. Except as expressly outlined in this section, you are not eligible to receive a Commission payment after the expiration or termination of this Agreement. Upon termination or expiration, you will discontinue all use of the Affiliate Portal that we made available for your participation in the Affiliate Program. An Affiliate Lead is not considered valid upon termination or expiration, and we may choose to maintain it in our database and engage with such a prospect.
  6. Upon termination or expiration, you will immediately discontinue all use of our trademark and references to this Affiliate Program from your website(s) and other collateral. To avoid doubt, termination or expiration of this Agreement shall not cause a Customer’s subscription agreement to be terminated.

Affiliate Representations and Warranties

You represent and warrant that: (i) you have all sufficient rights and permissions to participate in our Affiliate Program and to provision SmartSuite with Affiliate Leads or as otherwise outlined in this Agreement, (ii) your participation in this Affiliate Program will not conflict with any of your existing agreements or arrangements, and (iii) you own or have sufficient rights to use and to grant to us our right to use the Affiliate Marks.

You further represent and warrant that: (i) you will ensure that you are compliant with any trade or regulatory requirements that may apply to your participation in the Affiliate Program (for example, by clearly stating you are a Smartsuite Affiliate on any website(s) you own where you make an Affiliate Link available); (ii) you will not purchase ads that direct to your site(s) or through an Affiliate Link that could be considered as competing with SmartSuite’s own advertising, including, but not limited to, our branded keywords; (iii) you will not participate in cookie stuffing or pop-ups, false or misleading links are strictly prohibited; (iv) you will not attempt to mask the referring URL information; (v) you will not use your own Affiliate Link to purchase SmartSuite products for yourself; and (vi) you will not use any mechanisms to deliver leads other than through an intended consumer. This includes sourcing leads through compilations of personal data using fake redirects or other tools or automation devices to generate leads (including but not limited to robots, iframes, or hidden frames).

Indemnification

You will indemnify, defend and hold us harmless, at your expense, against any third-party claim, suit, action, or proceeding (each, an "Action") brought against us (and our officers, directors, employees, agents, service providers, licensors, and affiliates) by a third party not affiliated with us to the extent that such Action is based upon or arises out of (a) your participation in the Affiliate Program, (b) our use of the prospect data you provided us, (c) your noncompliance with or breach of this Agreement, (d) your use of the Affiliate Portal, or (e) our use of the Affiliate Marks. We will notify you in writing within thirty (30) days of our becoming aware of any such claim, give you sole control of the defense or settlement of such a claim, and provide you (at your expense) with any and all information and assistance reasonably requested by you to handle the defense or settlement of the claim. You shall not accept any settlement that (i) imposes an obligation on us, (ii) requires us to make an admission, or (iii) imposes liability not covered by these indemnifications or places restrictions on us without our prior written consent.

Disclaimers; Limitations of Liability

  1. Disclaimer of Warranties.
    WE AND OUR AFFILIATED COMPANIES AND AGENTS MAKE NO REPRESENTATIONS OR WARRANTIES ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, SECURITY, OR ACCURACY OF THE SMARTSUITE PRODUCTS, SMARTSUITE CONTENT, THE AFFILIATE PROGRAM, OR THE AFFILIATE PORTAL FOR ANY PURPOSE. APPLICATION PROGRAMMING INTERFACES (APIs) AND THE AFFILIATE PORTAL MAY NOT BE AVAILABLE AT ALL TIMES. TO THE EXTENT PERMITTED BY LAW, THE SMARTSUITE PRODUCTS AND AFFILIATE PORTAL ARE PROVIDED "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND. WE DISCLAIM ALL WARRANTIES AND CONDITIONS OF ANY KIND WITH REGARD TO THE SMARTSUITE PRODUCTS AND THE AFFILIATE PORTAL INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.
  2. No Indirect Damages.
    TO THE EXTENT PERMITTED BY LAW, IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS OR BUSINESS OPPORTUNITIES.
  3. Limitation of Liability.
    IF, NOTWITHSTANDING THE OTHER TERMS OF THIS AGREEMENT, WE ARE DETERMINED TO HAVE ANY LIABILITY TO YOU OR ANY THIRD PARTY, THE PARTIES AGREE THAT OUR AGGREGATE LIABILITY WILL BE LIMITED TO THE TOTAL COMMISSION AMOUNTS YOU HAVE EARNED FOR THE RELATED CUSTOMER TRANSACTIONS IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO A CLAIM.
  4. Affiliate Portal.
    ‍
    WE DISCLAIM ALL LIABILITY WITH RESPECT TO THE AFFILIATE PORTAL THAT YOU USE. WE DO NOT PROMISE TO MAKE THE AFFILIATE PORTAL AVAILABLE TO YOU, AND WE MAY CHOOSE TO DO SO, OR NOT TO DO SO, IN OUR DISCRETION.
  5. Cookie Duration.
    COOKIES USED AS PART OF THE AFFILIATE LINK HAVE A SET DURATION. IF A POTENTIAL CUSTOMER CLEARS THEIR COOKIES DURING THIS PERIOD, SMARTSUITE SHALL NOT BE LIABLE FOR ANY COMMISSIONS THAT MAY HAVE BEEN OWED TO YOU.

General

  1. Amendment: No Waiver.
    We may update and change any part or all of this Agreement, including by replacing it in its entirety. If we update or change this Agreement, the updated Agreement will be made available to you via the Affiliate Portal and/or by email. The updated Agreement will become effective and binding on the next business day after we have notified you. When we change this Agreement, the "Last Modified" date above will be updated to reflect the date of the most recent version at https://legal.smartsuite.com/affiliate-program-agreement. We encourage you to review this Agreement periodically. If you don’t agree to the update, change, or replacement, you can terminate as described above. No delay in exercising any right or remedy or failure to object will be a waiver of such right or remedy or any other right or remedy. A waiver on one occasion will not be a waiver of any right or remedy on any future occasion.
  2. Applicable Law.
    This Agreement shall be governed by the laws of the State of California, without regard to the conflict of laws provisions thereof. If either of us initiates an action in connection with this Agreement or any other dispute between the parties, the exclusive venue and jurisdiction of such action shall be in the state and federal courts in Irvine, California.
  3. Force Majeure.
    Neither party will be responsible for failure or delay of performance if caused by: an act of war, hostility, or sabotage; act of God; electrical, internet, or telecommunication outage that is not caused by the obligated party; government restrictions; or other event outside the reasonable control of the obligated party. Each party will use reasonable efforts to mitigate the effect of a force majeure event.
  4. Actions Permitted.
    Except for actions for nonpayment or breach of a party’s proprietary rights, no action, regardless of form, arising out of or relating to this Agreement may be brought by either party more than one (1) year after the cause of action has accrued.
  5. Relationship of the Parties.
    Both you and we agree that no joint venture, partnership, employment, or agency relationship exists between you and us as a result of this Agreement.
  6. Compliance with Applicable Laws.
    You shall comply and shall ensure that any third parties performing sales or referral activities on your behalf comply with all applicable foreign and domestic laws (including, without limitation, export laws and laws applicable to sending unsolicited emails), governmental regulations, ordinances, and judicial administrative orders. You shall not engage in any deceptive, misleading, illegal, or unethical marketing activities or activities that otherwise may be detrimental to us, our customers, or the public. Export laws and regulations of the United States and any other relevant local export laws and regulations may apply to SmartSuite Products. You will comply with the sanctions programs administered by the Office of Foreign Assets Control (OFAC) of the US Department of the Treasury. You will not directly or indirectly export, re-export, or transfer the SmartSuite Products to prohibited countries or individuals or permit the use of the SmartSuite Products by prohibited countries or individuals.
  7. Severability.
    If any part of this Agreement is determined to be invalid or unenforceable by applicable law, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of this Agreement will continue in effect.
  8. Notices.
    Notice will be sent to the contact address set forth herein (as such may be changed by notice given to the other party) and will be deemed delivered as of the date of receipt.

    To SmartSuite Holdings, Inc.: SmartSuite Holdings, Inc., 3857 Birch Street #945, Newport Beach, CA 92660, U.S.A. Attention: General Counsel

    To you: We may send electronic notices specific to you by email to the address(es) on record in our account information.
  9. Entire Agreement.
    This Agreement is the entire agreement between us for the Affiliate Program and supersedes all other proposals and agreements, whether electronic, oral, or written, between us. Our obligations are not contingent on the delivery of any future functionality or features of the SmartSuite Products or dependent on any oral or written public comments made by us regarding future functionality or features of the SmartSuite Products.
  10. Assignment.
    You will not assign or transfer this Agreement, including any assignment or transfer, because of merger, reorganization, sale of all or substantially all of its assets, change of control, or operation of law, without our prior written consent. We may assign this Agreement to any affiliate or in the event of a merger, reorganization, sale of all or substantially all of our assets, change of control, or operation of law.
  11. No Third Party Beneficiaries.
    Nothing in this Agreement, express or implied, is intended to or shall confer upon any person or entity (other than the parties hereto) any right, benefit, or remedy of any nature whatsoever under or because of this Agreement.
  12. No Licenses.
    We grant you only the rights and licenses expressly stated in this Agreement, and you receive no other rights or licenses with respect to us, the SmartSuite Products, our trademarks, or any other property or right of ours.
  13. Sales by SmartSuite.
    This Agreement shall not limit our right to sell the SmartSuite Products, directly or indirectly, to any current or prospective customers.
  14. Authority.
    ‍
    Each party represents and warrants to the other that it has full power and authority to enter into this Agreement and that it is binding upon such party and enforceable in accordance with its terms.
  15. Survival.
    The following sections shall survive the expiration or termination of this Agreement: ‘Commission and Payment,’ ‘Proprietary Rights,’ ‘Confidentiality,’ ‘Effects of Termination/Expiration,’ ‘Indemnification,’ ‘Disclaimers; Limitation of Liability,’ ‘Non-Solicitation’ and ‘General.’
  16. Data Processing and Protection.
    The parties acknowledge that in connection with the Affiliate Program, each party may provide or make personal data available to the other party. To the extent that any Personal Data is processed in connection with the Program, the terms outlined in the SmartSuite Business Partner Data Processing Agreement (posted at https://smartsuite.com/legal/business-partner-dpa), which are hereby incorporated by reference, shall apply. Each party shall process the copy of the Personal Data in its possession or control: (i) in accordance with the SmartSuite Business Partner DPA, (ii) as an independent controller (not as a joint controller with the other party) (iii) for the purposes described in this Agreement; and/or (iv) as may otherwise be permitted under Applicable Data Protection Law. To avoid doubt and without prejudice to the foregoing, SmartSuite shall be an independent controller of any Personal Data it receives or shares with Affiliate.

Exhibit A

Affiliate Program Policies

Bronze Silver Gold
Description The starting tier for all affiliates to join and earn a 30% commission on successful referrals. Advance to the Silver tier by reaching $25,000 in annual recurring revenue (ARR) from referrals and unlock an enhanced commission rate of 40%. Advance to the Gold tier by reaching $50,000 in annual recurring revenue (ARR) from referrals and unlock an enhanced commission rate of 50%
Requirements No revenue requirements Achieve $25,000 in referral ARR. Achieve $50,000 in referral ARR.
Commission 30% 40% 50%
Commission Term 1 Year 1 Year 1 Year


Commission Rate Details

The commission rates listed in the table apply to SmartSuite's monthly and annual subscription plans. Commissions are paid the month following SmartSuite's receipt of payment. These payments are net of any plan or user downgrades and inclusive of any plan upgrades or user additions.

Payment Term

The term for commission payment is one year. There is no cap on the amount of commissions that can be earned.

Tier Progression and Downgrades

All new affiliates start in the Bronze tier. Affiliates can progress to the Silver tier by achieving $25,000 or more in Annual Recurring Revenue (ARR) associated with the customers they have referred during the prior year. To reach the Gold tier, affiliates must achieve an ARR of $50,000 or higher.

  • Automatic Tier Advancement:
    Affiliates are automatically moved to the next tier when they meet the specified requirements. This advancement ensures that all future payments will be made at the higher percentage associated with the new tier.
  • Automatic Tier Downgrades:
    Conversely, affiliates are automatically downgraded to a prior tier if they do not meet the corresponding requirements. When downgraded, all payments are adjusted to the reduced rate associated with the lower tier.

Tracking Period for Lead Conversion

We provide a 90-day tracking period for potential lead conversions upon a user clicking on your Affiliate Link. If a lead converts within this timeframe, you will be eligible for a commission. Please be aware of this time window for tracking lead activity.

Marketing Guidelines 

Other than sharing your Affiliate Link, you may not use or set up any website or social media site, or bid on or otherwise use any search engine keywords, that use any SmartSuite branded search terms, trademarked terms, or branded URLs, including derivatives or misspellings of these. You may not engage in brand bidding on SmartSuite’s terms or on a competitor’s branded terms to direct traffic to SmartSuite branded sites. This includes any and all combinations, variations, misspellings or misspelling variations. You may not run Google Ads or Microsoft Ads campaigns using Smartsuite.com as the destination, or via the use of a redirect to SmartSuite.com.

You may not buy, create, or publish paid advertisements for SmartSuite, other than the contents of your Affiliate Link, without SmartSuite’s approval. You may not resell or rebroker any SmartSuite offer, or otherwise offer for sale the contents of your Affiliate Link or Referral Link, without SmartSuite’s approval.

You may not post Affiliate Links on or through the following without prior written approval from SmartSuite, which may be withheld in SmartSuite’s sole discretion: coupon websites or media; coupon codes not expressly provided to you by SmartSuite or through the Affiliate Program; websites or media that contain adult, obscene, hateful, defamatory, or illegal content; loyalty or cashback sites, including through first- or third-party toolbar or browser extensions; email, including first or third-party email; or websites or media that would reflect negatively on SmartSuite’s brand. SmartSuite will withhold or refuse to pay Affiliate commissions, even if otherwise earned, if you violate this policy.

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