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Why SmartSuite
Product Overview

Product Overview

Learn more about our product, key features and benefits

Why SmartSuite

Work Remote

Learn how to keep team members productive and collaborative while working remotely

SmartSuite powers remote work

The SmartSuite Platform

Learn about our Work Management platform

Run your business on a
 work management platform

Trust and Security

A security by design approach to protecting your data

SmartSuite is safe and secure

Product Introduction Video

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

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

Supported Languages

Learn about the languages we support

SmartSuite supports 15 languages to support a global audience
All Plans
Team

Free

For individuals or small teams just getting started with SmartSuite.

Team

Team

A great starting point for managing workflows and improving team collaboration

Professional

Professional

For teams that need to manage more complex workflows with increased automations and integrations

Enterprise

Enterprise

For organizations that need increased limits, additional security and enhanced support

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Compare all plans
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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.

Marketing & Communications 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.

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.

Human Resources & Recruiting Icon

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.

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.

Product 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 Development Icon

Product Management

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

Sales 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.

Customer Support Icon

Customer Success

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

Construction Icon

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.

Real Estate Icon

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.

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.

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.

Venture Capital Icon

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.

Personal Productivity Icon

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.

Information Technology Icon

Information Technology

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.

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.

Nonprofit Icon

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.

Health & Wellness Icon

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 and Students Icon

Teachers

Simplify and unify all educational materials and operations to shift the focus to students.

Clubs & Associations Icon

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.

Students icon

Students

Organize your course material, manage your educational path, and plan your early career.

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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

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
Features
Explore features
Automations Icon

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.

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.

Conversations Icon

Conversations

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

Power Search Icon

Power Search

Easily search for anything across every part of SmartSuite.

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.

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.

Data Import Icon

Data Import

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

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.

Permissions Icon

Permissions

Easily grant permissions to set what users can and cannot do in a workflow.

Print / Export Icon

Print / Export

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

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.

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.

Reporting Icon

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.

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.

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.

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.

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.

Create New Solutions Icon

Create New Solutions

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.

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.

Recycle Bin Icon

Recycle Bin

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

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.

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.

Formulas Icon

Formulas

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

Collaboration Icon

Collaboration

Build on 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.

Card View Icon

Card View

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

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.

Starred Items Icon

Starred Items

Quickly pin important items for easy access.

Time Tracking Icon

Time Tracking

Track time, create and set estimates, add notes, and view customizable time reports.

Notification Center Icon

Notification Center

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

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.

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.

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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.

Excited male founder who created custom solutions in SmartSuite
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Resources
Resources
Brand Kit

User Community

Connect with and learn from other SmartSuite users around the world

Blog

Blog

Discover the latest SmartSuite product and company news

Brand Kit

SmartSuite Academy

Gain access to free online training courses and paid certifications

Webinars

Webinars

Register for an upcoming webinar or explore our library of webinar recordings

About Us

About us

Learn about 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.

Support

Support

Get answers using the channel that is right for you

Brand Kit

Brand Kit

Learn how to use our name, logo, color and trademarks

Partner Programs

Hire an 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 50% 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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Help Center
Browse help articles for tips, tricks and advice to get the most out of SmartSuite

The Legal Stuff

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Terms of Use
Global Privacy Policy
Cookie Policy
Subprocessors
Trademark Policy
Effective Date: November 1, 2020
Any questions about the policy should be sent to support@smartsuite.com

SmartSuite Processors

‍
SmartSuite uses a range of third party service providers to assist with its data processing activities. When we work in our capacity as a data processor with these service providers, the service provider is a Subprocessor of SmartSuite.

This page lists each Subprocessor, the services they provide to us, and their location. Before engaging with a Subprocessor, SmartSuite performs  due diligence, which includes security and legal analysis. Each Subprocessor is subject to contract terms that enforce compliance with applicable data protection laws.

SmartSuite currently uses the following Subprocessors:

Sub Processor
Activities
Personal Data
Location(s)
Sub Processor
Amazon Web Services
Activities
Infrastructure (Cloud Service Provider)
Personal Data
Personal Data
Location(s)
USA, Brazil, Germany, India, Australia, South Korea
Sub Processor
Chargebee
Activities
Billing
Personal Data
Account billing information
Location(s)
USA
Sub Processor
Intercom
Activities
External communication, documentation
Personal Data
Name, account id
Location(s)
USA
Sub Processor
Stripe
Activities
Payment processing
Personal Data
Account billing information
Location(s)
USA
Sub Processor
Auth0
Activities
Authentication
Personal Data
email
Location(s)
USA
Sub Processor
Google
Activities
Google Maps
Personal Data
NA
Location(s)
USA
Sub Processor
Atlassian StatusPage
Activities
System Status Reporting
Personal Data
NA
Location(s)
USA
Sub Processor
FileStack
Activities
File Storage
Personal Data
NA
Location(s)
USA
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