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Platform Overview
Platform Overview
A secure, open platform that brings people, data, AI, and systems together in one place.

Data Architecture

Ensure the right people have the right access
Orchestration
Visually design and evolve workflows with no code and built-in control.

Automation

Eliminate repetitive work with simple, no-code workflow automation.
SmartSuite AI
Built-in AI adds intelligence to every workflow—clearly and responsibly.
Collaboration
Work together in context with conversations and decisions built into workflows.
Reporting
Live dashboards and reports that show what matters, always up to date.

Integrations

Connect your tools and systems to keep data flowing across workflows.
Security & Governance
Built-in security, permissions, and audit trails that scale with your work.
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Overview of latest features
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SmartSuite offers customizable, customer-inspired features to support any workflow or project in your business.
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Project & Portfolio 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.
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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.
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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.
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Software Development Ops
Level up your product game with world-class agile development processes, centralized sprint planning, interactive product roadmaps and instant collaboration.
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Product Ops
Level up your product game with world-class agile development processes, centralized release planning, interactive product roadmaps and instant collaboration.
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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.
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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.
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Customer Success Ops
Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.
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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.
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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.
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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.
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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.
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Cybersecurity Ops
Optimize security operations by consolidating processes, organizing and prioritizing tasks and coordinating staff to achieve your security mission.
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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.
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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 .
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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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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.
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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.
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Supply Chain Ops
Streamline the inventory, shipping and distribution processes that are crucial to your success. Manage all of the materials needed to produce your products — and the systems you need to get them into customers’ hands.
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SmartSuite powers your SMB
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Align teams and departments to work together at greater efficiency and with increased collaboration
Coordinate every enterprise business process
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Effective Date: October 20, 2021
Any questions about the policy should be sent to support@smartsuite.com

SmartSuite Trademark Guidelines

SmartSuite’s Trademark Guidelines (the “Guidelines”) have been created to help SmartSuite (“our”) partners, licensees, and other authorized third parties understand how to use our brand assets correctly, including our logos, trademarks, service marks, and any other word, name, phrase, image, or other designation that identifies the source or origin of any of our products or services (“SmartSuite Brand Assets”). You are permitted to use our Brand Assets only in accordance with these Guidelines. Any use of our Brand Assets contrary to the Guidelines is prohibited. SmartSuite reserves the right to revise or update these Guidelines at any time at its sole discretion.

The SmartSuite Brand Assets are valuable SmartSuite intellectual property. By using or making reference to any of our Brand Assets, you agree to comply with the Guidelines and the SmartSuite User Terms of Service. You also acknowledge that SmartSuite is the sole owner of the SmartSuite Brand Assets, agree not to challenge or interfere with SmartSuite’s rights in its Brand Assets, and agree that all goodwill derived from the use of the SmartSuite Brand Assets inures only to the benefit of SmartSuite. We may review the use of our Brand Assets at any time, and we reserve the right to terminate or modify any permissions granted by SmartSuite.

If you have a separate written agreement with SmartSuite that may include different or additional terms concerning the use of the SmartSuite Brand Assets, the specific guidelines in your agreement will control.

SmartSuite Brand Assets

For purposes of clarification, the SmartSuite Brand Assets include both registered and unregistered trademarks and service marks of SmartSuite, including the SmartSuite wordmark, the SmartSuite logo comprised of 3 shapes arranged in an ”S” format used in connection with the SmartSuite wordmark, and other SmartSuite slogans and taglines.

How To Use (And How Not To Use) SmartSuite Brand Assets

You may use the SmartSuite Brand Assets only in the most current form provided by SmartSuite.

  • Do not use the SmartSuite Brand Assets as part of any of your own trademarks, logos, company names, icons, product or feature names, domain names, social media handles, or avatars.
  • Do not modify the SmartSuite Brand Assets in any way, including by changing any colors or dimensions, obstructing or printing over any part of the asset, or adding your own design elements.
  • Do not use any SmartSuite Brand Asset in a damaging or derogatory way, or in connection with any social media or website that violates any law or SmartSuite’s User Terms of Service.
  • Do not register, purchase, or use any domain names that include the word “SmartSuite” (including any misspelling or transliteration of “SmartSuite”).
  • Do not use the SmartSuite Brand Assets in a way that suggests or implies sponsorship or endorsement by SmartSuite, or any affiliation with SmartSuite, including but not limited to making the SmartSuite Brand Assets larger or more prominently placed than your own house brand or trademark.
  • When you are designing your own website and marketing materials, do not imitate the distinctive look and feel of any of SmartSuite’s website, apps, logos, trade dress, slogans, taglines, color scheme, icons, or marketing materials.
  • Trademarks are adjectives; be careful when using any SmartSuite trademark in text. Refrain from using any SmartSuite trademark as a noun or verb, or in a plural or possessive form. For example, you can use the SmartSuite trademark as an adjective followed by the appropriate noun identifying the relevant product or service (e.g., “the SmartSuite work management platform”).
  • Do not apply for any trademark that includes the word “SmartSuite”. The word “SmartSuite” may not be part of your company name, product name, logo, second level domain name, or any social media handle.
  • Do not use the SmartSuite trademark in connection with advertising (search engine or otherwise).
  • Do not use the SmartSuite logo or trademarks or any confusingly similar marks on any merchandise, including any apparel, toys, or other swag.
  • Do not use any taglines, slogans or phrases that are similar to any slogans used by SmartSuite.

If you have questions about these Guidelines or proper use of the SmartSuite Brand Assets, please contact support@smartsuite.com.

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