Procurement Management

Modernizing Procurement Operations

Transform procurement into a strategic advantage. SmartSuite connects sourcing, vendor management, and purchasing workflows in one platform — helping teams reduce costs, improve compliance, and build stronger supplier relationships.

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One Platform for Connected Procurement Operations

SmartSuite unifies every stage of procurement — from supplier onboarding to contract management and purchase execution. Streamline collaboration, enforce compliance, and gain visibility into spending, all while optimizing vendor performance across your supply chain.

Supplier Management

Centralize supplier data, certifications, and performance tracking.

Sourcing Management

Standardize sourcing events and streamline vendor evaluations.

Contract Lifecycle

Automate approvals and manage renewals with complete transparency.

Purchasing Visibility

Track purchasing activity, approvals, and payments in one connected workflow.

Business Operations

Procurement Operations Products

Procurement Requests & Intake

Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.

Purchase Orders & Procurement

Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.

Sourcing & Supplier Selection

Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.

Spend & Procurement Analytics

Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.

Vendor & Supplier Management

Manage vendors and suppliers with structured workflows, performance tracking, and real-time visibility.

Core Capabilities of the Procurement Operations Suite

SmartSuite connects procurement, sourcing, and vendor management into one platform that helps teams drive efficiency, ensure compliance, and deliver measurable value.

Execute procurement operations with transparency, efficiency, and controlled spend.

Centralize purchase requests, sourcing activities, approvals, supplier interactions, and procurement workflows in one connected workspace. SmartSuite links procurement activity to budgets, contracts, and vendors—providing real-time visibility, faster cycle times, and confident purchasing decisions across the organization.

Supplier Management

Onboard, assess, and monitor supplier relationships in one place.

Sourcing & RFP Management

Run sourcing and RFPs—requirements, vendor responses, scoring, approvals, and award decisions in one workflow.

Contract Management

Facilitate the vendor contract lifecycle by tracking terms, SLAs, renewals, and obligations to ensure compliance, accountability, and reduced third-party risk.

Purchase Requisition & Approvals

Manage purchasing requests and workflows with built-in approval routing.

Spend Analytics & Reporting

Gain visibility into spend patterns, supplier costs, and savings opportunities.

Vendor Performance Management

Measure supplier KPIs and track performance improvement initiatives.

Risk & Compliance Management

Link procurement processes to third-party risk and ESG metrics.

Streamline Supplier and Sourcing Processes

Bring sourcing, supplier onboarding, and performance tracking together. SmartSuite automates procurement workflows and improves collaboration with vendors.

Highlights:

  • Centralized supplier profiles and documentation
  • Configurable RFP templates and evaluation scoring
  • Integrated communication and workflow automation
Active vendor engagements and services with engagements at risk and ending within 30 days
Higher-ed vendor catalog of products and services by type with status, cost and service code

Improve Spend Control and Visibility

Gain real-time insight into spend and supplier activity. Monitor costs, compliance, and opportunities for consolidation through interactive dashboards.

Highlights:

  • Spend categorization and analytics
  • Automated purchase approval workflows
  • Reporting by vendor, category, and region

Manage Contracts and Compliance

Control contract lifecycle management with automation and audit-ready tracking. Ensure obligations are met and renewals never slip through the cracks.

Highlights:

  • Contract repository with version control
  • Renewal and obligation reminders
  • Linked supplier and risk records
Contracts and renewals dashboard with contracts pending approval and signatures by party
Vendor risk, legal and compliance dashboard with vendors by compliance status and potential risk contracts

Connect Procurement with Finance and Risk

Eliminate data silos between procurement, finance, and compliance teams. SmartSuite creates a single source of truth across all purchasing and vendor activities.

Highlights:

  • Integration with finance and ERP systems
  • Linked vendor and risk assessments
  • Shared dashboards with spend and compliance metrics

Drive Performance and Supplier Value

Use data-driven insights to strengthen supplier relationships and identify areas for improvement.

Highlights:

  • Supplier performance scoring and trends
  • Benchmarking and continuous improvement tracking
  • KPI dashboards for leadership and audit teams
Vendor performance and feedback dashboard with canceled and current engagements

Built For Modern Procurement Teams

SmartSuite brings enterprise-grade procurement management with consumer-grade usability. Choose the rollout path that fits your sourcing and purchasing needs today—and expand as spend categories, suppliers, and governance requirements grow.

Start Small

Adopt a Single Capability

Begin with Purchase Requests, Supplier Onboarding, or Contract Approvals—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable procurement management end-to-end—connecting sourcing, approvals, supplier data, contracts, and spend tracking in one coordinated system.

Unify Everything

Deploy the Entire Procurement Management Suite

Standardize procurement execution with linked suppliers, contracts, approvals, and dashboards—delivering controlled spend, reduced risk, and transparent purchasing across the organization.

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s Procurement Operations capabilities.

SmartSuite streamlines procurement workflows from sourcing to payment in one unified platform.
Teams can automate approvals, manage supplier performance, track spend, and collaborate in real time — replacing disconnected tools and manual spreadsheets with an integrated, auditable system.

Yes. SmartSuite supports every stage of supplier management, including onboarding, qualification, risk assessment, performance tracking, and renewal.
All supplier data, contracts, and communications are linked through SmartSuite’s Linked Record Architecture, ensuring full visibility and accountability across your vendor ecosystem.

Absolutely. SmartSuite integrates with enterprise systems such as SAP, Oracle, Coupa, Microsoft Dynamics, QuickBooks, and NetSuite, as well as collaboration tools like Teams and Slack.
These integrations keep procurement aligned with finance and operations, ensuring spend, invoices, and supplier data stay synchronized across systems.

SmartSuite’s Automation Engine eliminates manual steps in requisition, approval, and payment workflows.
Real-time dashboards provide visibility into spend by category, supplier, and department — helping leaders identify savings opportunities and enforce budget compliance across the organization.

SmartSuite includes role-based access controls, approval tracking, and complete audit logs for every procurement activity.
You can enforce policy compliance, monitor supplier certifications, and generate audit-ready reports with full traceability from request to payment.

See How SmartSuite Streamlines Procurement and Supplier Management

Experience how SmartSuite connects sourcing, contracts, and supplier performance in one system — helping teams collaborate, control costs, and strengthen relationships across the supply chain.

The Connected Value of SmartSuite Procurement Management

Quantifiable improvements achieved when organizations centralize sourcing, vendor evaluations, contract workflows, and spend oversight in SmartSuite.

30%

Source: Deloitte Strategic Procurement Benchmark, 2023 — digital sourcing workflows reduced cycle times by 25–32%.

Faster Sourcing & Supplier Evaluation Cycles

Centralized RFP workflows, automated scoring, and structured vendor assessments shorten sourcing timelines.

33%

Source: Gartner Procurement Operations Efficiency Report, 2023 — automation reduced manual task load by 30–35%.

Reduction in Manual Procurement Administration

Automated approvals, document management, and intake routing reduce repetitive coordination tasks.

28%

Source: McKinsey Procurement Visibility Study, 2022 — centralized dashboards improved transparency by ~25–30%.

Higher Visibility Into Spend, Contracts & Supplier Performance

Unified procurement dashboards provide clear insight into spend categories, contract obligations, and supplier KPIs.

35%

Source: PwC Procurement & Contract Governance Report, 2023 — digital controls improved compliance accuracy by 30–40%.

Greater Compliance & Risk Control Across Procurement Lifecycles

Centralized documentation, review workflows, and supplier governance reduce compliance gaps and sourcing risks.

Key Benefits of the Procurement Management Solution Suite

Procurement teams require structured sourcing processes, clear visibility, standardized evaluations, and tightly governed vendor relationships. SmartSuite unifies procurement activities into one platform—reducing risk, increasing efficiency, and optimizing spend.

Strategic Sourcing Visibility & Spend Intelligence

Unified Sourcing Workspace

Centralize RFPs, RFQs, supplier evaluations, contracts, and decision records.

Spend Category Dashboards

Track spend by category, vendor, and business unit with real-time insight.

Supplier Performance Insight

Monitor quality, delivery, cost, responsiveness, and compliance metrics.

Cross-Department Transparency

Enable Finance, Legal, IT, and Operations to view procurement status live.

Contract & Obligation Visibility

Link contracts to spend, renewals, SLAs, and supplier performance.

Risk & Compliance Monitoring

Track supplier risk ratings and compliance requirements continuously.

Sourcing, Evaluation & Procurement Workflow Efficiency

Automated RFP & RFQ Workflows

Route sourcing requests, distribute questionnaires, and collect responses automatically.

Standardized Supplier Evaluation

Compare vendors objectively using configurable scoring models.

Approval Routing & Delegation

Automate approvals based on spend thresholds and category rules.

Procurement Intake & Triage

Capture and prioritize purchase requests with structured workflows.

Document & Contract Automation

Manage versions, obligations, and renewals without manual tracking.

AI-Assisted Sourcing Summaries

Use AI Assist to generate vendor evaluations and sourcing recommendations.

Governance, Compliance & Supplier Relationship Confidence

Audit-Ready Procurement Trails

Maintain complete histories of reviews, approvals, and communications.

Policy Compliance Enforcement

Ensure sourcing follows approved processes and spend controls.

Vendor Lifecycle Governance

Manage onboarding, certifications, performance reviews, and renewals centrally.

Secure Procurement Permissions

Protect sensitive data with role-based access and audit logs.

Standardized Procurement Playbooks

Apply repeatable workflows for sourcing, negotiations, and onboarding.

Scalable Global Procurement

Support multi-region teams, currencies, and local compliance needs.

Simplify Procurement and Empower Collaboration Across Teams

Break down silos between procurement, finance, and operations.
SmartSuite helps you automate approvals, manage supplier data, and track spend in real time — improving accuracy and driving strategic value.

How the SmartSuite Platform Powers Procurement Operations

SmartSuite’s platform centralizes sourcing, supplier management, and procurement workflows in one system. With automation, integrations, and dashboards, procurement teams gain full control and visibility from supplier onboarding to payment approval.

No-Code Configuration

Build sourcing and purchasing workflows that match your organization’s procurement policies — no IT resources required.

Example:

A Procurement Manager creates a “Sole Source Justification” approval form in minutes using SmartSuite Studio.

Automation Engine

Automate RFP creation, purchase approvals, and supplier notifications to shorten cycle times and ensure compliance.

Example:

When a new supplier is approved, SmartSuite automatically notifies Finance, updates the Vendor Register, and triggers contract review.

AI Assist for Procurement

Draft supplier communications, summarize RFP responses, and generate spend analysis insights.

Example:

AI Assist reviews vendor proposals and summarizes key differentiators for stakeholder evaluation.

Linked Record Architecture

Connect supplier records, contracts, and purchase requests for full traceability.

Example:

A supplier record links directly to related RFPs, contracts, risk assessments, and payment history.

Dashboards & Analytics

Monitor spend, supplier performance, and sourcing cycle times in real time.

Example:

Executives review dashboards showing total spend by category, supplier scorecards, and contract renewal schedules.

Integrations & APIs

Connect SmartSuite to ERP, finance, and sourcing systems to automate data flow.

Example:

Purchase order data from SAP or Coupa syncs automatically with SmartSuite for tracking and reporting.

Connect Sourcing, Suppliers, and Spend Data

SmartSuite links sourcing activities, supplier profiles, and contract data into one connected ecosystem. Procurement leaders gain transparency across the entire supplier lifecycle — from vendor qualification to renewal — ensuring compliance and visibility.

Vendor spend view with total contract value, annual vendor spend and spend by type

Automate Procurement and Approval Workflows

Procurement teams use SmartSuite’s automation engine to streamline repetitive steps — routing approvals, tracking deadlines, and sending notifications. The result: faster sourcing cycles, improved compliance, and stronger collaboration between procurement and finance.

Department queue of pending requests with administrator, finance manager and approval status

Gain Spend Visibility and Performance Insights

Dashboards deliver real-time insights into supplier performance, contract status, and spend by category. Procurement leaders can spot cost-saving opportunities, assess supplier health, and present accurate data to finance and leadership teams.

Assessment cycle overview grouped by cycle length with start and end dates and required components

AI Assist and Compliance Enhance Procurement Control

AI Assist speeds up vendor evaluations and reporting, while SmartSuite’s built-in compliance and audit capabilities ensure every procurement action is traceable. Together, they empower teams to make informed, compliant decisions with speed and confidence.

AI assessment summary set up on an assessment cycle overview for procurement reviews

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

Role-Based Access

Control visibility by user, role, or team.

Authentication

SSO, 2FA, and IP restrictions built-in.

Audit History

Track every change for 3+ years.

Compliance

SOC 2, GDPR, and enterprise governance ready.

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The Platform That Connects Procurement and Finance Workflows

SmartSuite provides a unified foundation for sourcing, contract tracking, and vendor performance management.Automate repetitive tasks, integrate with ERP and finance systems, and manage procurement processes securely from end to end.

Role-Based Capabilities for Procurement Operations Teams

SmartSuite empowers procurement leaders, sourcing teams, vendor managers, and cross-functional stakeholders with connected workflows, controlled approvals, and real-time visibility across the full purchasing lifecycle.

Business Requestor / Department Stakeholder
Cross-Functional Stakeholders

Business Requestor / Department Stakeholder

Submits purchase requests and provides requirements to support sourcing and procurement decisions.

  • Benefit Statement:

SmartSuite gives requestors transparent status tracking and predictable workflows, reducing follow-up and delays.

  • Benefit Source:

Intake forms, request status views, notifications, and dashboards.

How they use the Procurement Operations suite

Request Submission

Submits standardized purchase requests with required details and attachments.

Status Visibility

Tracks approvals, ownership, and next steps without email chasing.

Requirement Collaboration

Provides scope, specs, and evaluation input during sourcing.

Chief Procurement Officer (CPO)
Executive Leadership

Chief Procurement Officer (CPO)

Owns procurement strategy, spend governance, supplier performance, and enterprise sourcing priorities.

  • Benefit Statement:

SmartSuite gives CPOs real-time visibility into spend, sourcing performance, supplier risk, and savings outcomes — enabling disciplined, measurable procurement execution.

  • Benefit Source:

Executive dashboards, vendor scorecards, contract analytics, and audit trails.

How they use the Procurement Operations suite

Procurement oversight

Reviews vendor performance, sourcing activity, and contract exposure.

Spend & risk visibility

Identifies cost, compliance, and third-party risk trends.

Executive reporting

Delivers board- and leadership-ready procurement summaries.

Finance Approver / Budget Owner
Cross-Functional Stakeholders

Finance Approver / Budget Owner

Reviews spend requests, enforces budget controls, and approves purchasing decisions aligned to financial policy.

  • Benefit Statement:

SmartSuite provides Finance clear visibility into spend requests, approvals, and budget impact with full traceability.

  • Benefit Source:

Approval workflows, budget tracking, dashboards, and audit trails.

How they use the Procurement Operations suite

Spend approval

Reviews purchase requests against thresholds and budget availability.

Budget governance

Monitors category spend trends and forecast impact.

Audit readiness

Confirms approvals and supporting documentation are captured consistently.

Legal Reviewer / Contract Counsel (Procurement Partner)
Cross-Functional Stakeholders

Legal Reviewer / Contract Counsel (Procurement Partner)

Reviews supplier terms, contract language, risk clauses, and compliance requirements before execution.

  • Benefit Statement:

SmartSuite streamlines contract reviews and preserves decision history — reducing delays and ensuring governance.

  • Benefit Source:

Contract workflows, approval routing, version history, and audit logs.

How they use the Procurement Operations suite

Contract review

Reviews redlines, clauses, and legal requirements with full context.

Approval documentation

Records approvals, exceptions, and conditions with traceable history.

Renewal governance

Reviews renewal terms and obligations before renewal decisions.

Procurement Director / Head of Procurement Operations
Procurement Leadership

Procurement Director / Head of Procurement Operations

Leads day-to-day procurement execution, process governance, and cross-functional coordination across purchasing workflows.

  • Benefit Statement:

SmartSuite standardizes procurement processes and approvals, reducing cycle times while maintaining strong governance and traceability.

  • Benefit Source:

Intake workflows, automated approvals, notifications, and operational dashboards.

How they use the Procurement Operations suite

Process governance

Standardizes request intake, approvals, and sourcing workflows across teams and regions.

Throughput & SLA management

Tracks cycle times, bottlenecks, and workload capacity.

Cross-functional alignment

Coordinates Legal, Finance, IT, and business stakeholders through shared workflows.

Procurement Operations Manager
Procurement Leadership

Procurement Operations Manager

Manages procurement workflows, documentation standards, approvals, and execution consistency across purchasing activities.

  • Benefit Statement:

SmartSuite centralizes procurement operations and eliminates manual follow-up — improving consistency and transparency.

  • Benefit Source:

Workflow automation, audit trails, templates, reminders, and dashboards.

How they use the Procurement Operations suite

Workflow management

Oversees request routing, review stages, and approval steps end-to-end.

Automation efficiency

Automates reminders for approvals, deadlines, renewals, and vendor follow-ups.

Operational reporting

Produces dashboards on backlog, cycle times, and policy compliance.

Sourcing Analyst
Sourcing & Category Roles

Sourcing Analyst

Supports sourcing execution through data collection, bid comparisons, documentation, and reporting.

  • Benefit Statement:

SmartSuite streamlines sourcing analysis and documentation, reducing manual spreadsheets and improving accuracy.

  • Benefit Source:

Linked supplier data, scoring models, dashboards, and document repositories.

How they use the Procurement Operations suite

Bid comparison

Compares vendor responses using structured scoring and evaluation criteria.

Documentation prep

Maintains sourcing artifacts, decisions, and evidence for audit readiness.

Performance insights

Produces analysis on supplier costs, trends, and category performance.

Strategic Sourcing Manager / Category Manager
Sourcing & Category Roles

Strategic Sourcing Manager / Category Manager

Owns sourcing strategy for a category, runs competitive events, and negotiates supplier selection and commercial terms.

  • Benefit Statement:

SmartSuite provides structured sourcing workflows and transparent evaluation — improving decision quality and speed.

  • Benefit Source:

RFP workflows, scoring rubrics, supplier records, and approval routing.

How they use the Procurement Operations suite

Sourcing events

Runs RFP/RFQ processes with standardized intake, scoring, and stakeholder input.

Supplier selection

Documents evaluations, tradeoffs, and selection decisions with full traceability.

Negotiation support

Tracks terms, approvals, and decision history to reduce cycle friction.

Third-Party Risk Manager (Procurement Partner)
Vendor, Contracts & Compliance Roles

Third-Party Risk Manager (Procurement Partner)

Partners with Procurement to evaluate and monitor supplier risk based on criticality, data access, and regulatory requirements.

  • Benefit Statement:

SmartSuite links vendor risk attributes to procurement workflows so risk reviews are consistent, timely, and auditable.

  • Benefit Source:

Risk tiering, assessments, evidence management, and issue tracking.

How they use the Procurement Operations suite

Risk tiering

Classifies suppliers by inherent risk and assessment requirements.

Assessment oversight

Reviews questionnaires, evidence, and control requirements for vendors.

Remediation governance

Tracks corrective actions and validates risk mitigation before approval.

Vendor Manager / Supplier Relationship Manager (SRM)
Vendor, Contracts & Compliance Roles

Vendor Manager / Supplier Relationship Manager (SRM)

Manages supplier relationships, performance governance, compliance documentation, and ongoing operational coordination.

  • Benefit Statement:

SmartSuite centralizes supplier profiles, KPIs, and obligations — enabling proactive vendor management and reduced risk.

  • Benefit Source:

Supplier scorecards, document tracking, issue workflows, and dashboards.

How they use the Procurement Operations suite

Supplier performance tracking

Monitors SLAs, delivery/quality metrics, and recurring issues.

Compliance monitoring

Tracks certifications, insurance, SOC reports, and required attestations.

Issue resolution

Coordinates remediation plans and verifies closure with documented history.

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Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

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provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

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is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

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  • Scalable across teams and business functions.
  • Available in Team, Pro, and Enterprise plan tiers.
Ideal For:
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unified access.
Team
$15
seat / month billed annually
$20 billed monthly
For teams that need a better way to manage workflows
  • SmartSuite AI
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin
Professional
$32
seat / month billed annually
$36 billed monthly
For teams and departments who need more advanced features to manage their workflows.
  • SmartSuite AI
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin
Included Team Plan plus:
  • Folders
  • Gmail and Outlook Integrations
  • Advanced Permissions
Enterprise
Custom Pricing
For organizations that need scalable workflows with advanced features, security, and support.
  • SmartSuite AI
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin
Included Professional Plan plus:
  • SSO
  • SCIM User Provisioning
  • SCIM-Synced User Groups
  • Audit Logs
  • IP Address Restrictions
  • Data Loss Prevention (DPL)
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  • Premium Support

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  • Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
  • Purpose-Built for Scale — Designed for enterprises managing thousands of users.
  • Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
  • Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
GRC Solution Suite
Audit Management
  • Audit Management
  • Issues Management
Operational Resilience
  • Operational Resilience
  • Business Impact Analysis (BIA)
  • Incident Management
  • Crisis Management
Risk Management
  • Enterprise Risk Management:
  • Third-Party Risk
  • Vendor Portal
  • Cyber Threat Management
  • RCSA (Risk & Control Self-Assessment):
  • Issues Management
  • Business Structure
  • Contract Management
Compliance Management
  • Policy Management
  • Regulatory Change Management
  • SOC 2 Compliance
  • CRI Profile Compliance
  • Control Framework & Regulatory Libraries
  • Compliance Assessments & Testing
  • ESG & Sustainability Management

Compare Our Pricing Models

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Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.

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There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

You will be able to work leads through your sales process to a closed-won or closed-lost state.

You will be able to work leads through your sales process to a closed-won or closed-lost state.

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Featured Resources

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Play Getting Started with SmartSuite, part 5: Dashboards
Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Play Getting Started with SmartSuite, part 6: Automations
Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Play Getting Started with SmartSuite, part 7: Permissions
Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Play Getting Started with SmartSuite, part 8: SmartSuite AI
Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Play Getting Started with SmartSuite, part 9: Formula Field
Part 9: Formula Field

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Play Getting Started with SmartSuite, part 10: Power Search
Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Play Getting Started with SmartSuite, part 11: Notifications
Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Play Getting Started with SmartSuite, part 12: Starred Items
Part 12: Starred Items

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.

Resources to Help You Improve Campus Operations

Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.