SmartSuite is the work management platform that lets businesses streamline every process, manage all of their projects and simultaneously connect their teams - providing easy access to the information they need to get things done.
Companies of all sizes use SmartSuite to manage and automate workflows across all business functions. From managing employee onboarding and training through leveling up your marketing, optimizing sales and streamlining operations, SmartSuite has you covered.
Ensure that everything you do aligns with your organization’s goals. SmartSuite makes it easy to prioritize tasks, share metrics, measure progress and ensure that company goals are being met - and exceeded.
With hundreds of pre-built workflow templates, SmartSuite gets your next project started fast, without waiting for IT resources. Replace spreadsheets or retire outdated software with solutions that are tailor-made for your process and easily customized to meet your exact needs.
Eliminate endless email threads, needless meetings, and non-stop check-ins with real-time commenting, customizable notifications, live editing, and dynamic reports. SmartSuite lets you collaborate in the context of the work you’re doing with rich text conversation threads embedded directly into your records.
Use simple rules to automate routine tasks like sending email, changing a status, adding due dates, or even posting to a Slack channel. You can even create automations that interact with your favorite external services, bringing in data from Google Sheets or updating your Office 365 calendar when a record changes.
Allow your teams to choose from over 200 self-serve templates that can be tailored to your exact needs.
Author content, schedule and release website content in this collaborative solution. For large-scale updates, keep a dev team on schedule and on task with our dev focused features.
Apply the Strengths, Weaknesses, Threats and Opportunity (SWOT) solution at the company, client or product level. Visualize it all in SmartSuite as you craft your strategic plans.
Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.
Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.
Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.
This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.
Establish a comprehensive system of record for a digital employee file. Track personal information, control sensitive information, manage issues and more.
Define organizational, departmental and team goals along with the key performance indicators to measure results.
What is Marketing? Your answer starts with this simple, yet comprehensive marketing "all-in-one" solution geared for small businesses looking to establish a brand and get the word out about all the great stuff they have to offer.
Keep your investment transaction documents organized, track a history of transactions and debt obligations. Ideal for startups fundraising through equity investment or debt. Note: Not a Cap Table management tool.
Never lose track of your million-dollar ideas —or any idea for that matter. Capture and cultivate concepts, and collaborate with team members to bring your ideas to life.
Manage the entire hiring funnel, streamline the recruiting processes and integrate the application form on your website for seamless candidate entry.
Integrate your employee learning assets with personal development plans for team members looking to grow.
This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.
Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives. Facilitate planning meetings, and even cascade goals to departments or teams.
What’s more important than your brand? Track and manage changes and brand enhancements in one spot, while controlling who has access to your most valuable assets.
Whether you’re creating recipes for your restaurant, hammering out the terms of a contract or sketching out a new interior design, SmartDoc has the rich content features you need to express your ideas.
Organize your business plan with tables of data and an automatically generated table of contents. Draw attention to important notes with callouts, or embed images directly into your document to add a visual element.
You won’t have to switch back and forth between SmartSuite and Google docs or other external editors - SmartDocs are embedded directly into records so you can track progress, work assignments and due dates right there.
Download our mobile app for iOS or Android and take your business information with you everywhere you go, easily accessible from your mobile phone or tablet.
You’ll be prepared for the next meeting, with all of your data available at your fingertips. With interfaces optimized for your device you’ll interact seamlessly with your SmartSuite solutions, easily adding notes, capturing new ideas or tracking status of important tasks.
Assign records to your team while you’re working remote or traveling and you’ll never miss a beat.
You’re not going to miss the sticky notes, excel spreadsheets and email reminders - SmartSuite’s My Work interface consolidates all of your tasks into an easily managed, sortable list so that you can prioritize and get things done.
See all of the records that are assigned to you, their status, priority and due dates. Change sorting to work the way that suits you, and easily toggle tasks to complete when you’re finished. You’ll see comments assigned to you so that you can get back to your team in record time.
An integrated Member Directory gives every person a glimpse into their co-workers worlds, providing easy access to contact information, time zone, skills and personal interests.
People will be able to find the perfect collaborator for the next project, identifying those individuals with the right skills to get the job done. You can instantly see who is currently online and what their status is so you know when your teammates are available to collaborate.
Whether you want a compact, sortable view of information-rich data or a visual display of records with colorful images, SmartSuite can show off any type of data in the perfect way.
Use Timeline View to quickly schedule appointments, or see company events at a glance with Calendar View. Grid view is perfect for tracking your projects and progress, while Map View displays address data on a customizable map that you can zoom, pan and even add distance radius markers to for route planning.
Charts round things out, making numbers pop and showing you sales trends, customer service statistics and more.
We use SmartSuite to manage the business processes in our own company. How many companies do you know that use their own product to run their business. Well, we do!
“We got approached with a really cool opportunity to expand to 10 new locations. Our partners helped us understand the importance of standardizing operating. We found SmartSuite and it truly felt easy to get prepare for this next chapter.”
Xi J.
Chef & Owner
“We let the whole company vote on our model and decided to stick with a hybrid remote work setup. Secretly I was freaking out about it. SmartSuite was some healthy medicine, because it’s helped me get comfortable. It just feels like I can see everything clearly.”
Sofía J
Principal
“I finally did a deep dive into how much we were spending on subscriptions - we had point solutions for messaging, project management, product, HR…you name it. Then we got the greatest of all with SmartSuite and replaced 60% of our spend.”
Zane X.
VP of Finance
In starting SmartSuite, we imagined a world where we could work with the best people, the best teams, the best companies anywhere in the world to bring our vision to life. The same ethos applies to our vendors and contractors, and we use dedicated solutions to manage these relationships.
We work so we can play.
We use SmartSuite to track team members' play days, sick days - all of our paid time off accruals.
There’s a special place internally at SmartSuite that lives within our Product Development solution. It’s called Design Heaven and those who are allowed to enter witness a product design machine that’s just magical.
We love closing new deals! In our world, that means new Solution Provider Partners. Every week, we celebrate the new partner logos we’ve added to our network. Want to partner with us?
We’ll happily celebrate your logo:)
We’ve been through so many evolutions of our QA methodology as the breadth of our platform has grown. We use custom SmartSuite solutions to aggregate all of our testing efforts - from new feature testing to automated regression test cycle results - integrating with testing tools to centralize our work in a single view.
We use a custom SmartSuite solution to build solutions in SmartSuite. Wait, what? Yes, it gets confusing for us too. We have a single solution to project manage our template development for the Solution Library.
Since we live and breathe in SmartSuite every day, new ideas for enhancements basically rain down from the sky from our internal teams. We have a dedicated solution to capture, review, vote, collaborate and advocate for features. It links to our Customer Feedback solution to help us prioritize.
Partner Customer Relationship Management (CRM) is a mouthful that doesn’t make sense, right? But tracking partner details, opportunities and all the data that goes into managing business relationships at scale does make sense. We use SmartSuite to manage every partner.
Sometimes it feels like we’re a never ending content content generation machine here at SmartSuite. We use the same solutions available in our Solution Library to track all of our content - from social media to blog posts and beyond.
SmartSuite doesn’t process payroll, but we manage every single human resource and recruiting process in the same series of HR solutions available in our Solution Library. Well, almost - we’ve customized the Hiring solution by adding a little secret magic to our interview processes.
If you haven’t figured out a theme in all of these We Run SmartSuite on SmartSuite blurbs, then here it is: literally, everything we do starts and ends in SmartSuite. If customers have an issue, we track it to resolution.
The voice of our customers trump everything inside SmartSuite. Seriously - Jon is a madman about customer feedback. We aggregate every piece of feedback and run it through a dedicated solution in SmartSuite, assessing validity and driving the best through to reality.
We’re just like you. Too much to do and too little time to get it all done. We use our Initiative Management solution (available in our Solution Library:) to map out the most strategic items we need to deliver - without exception.
Our Solution Provider Partners are clients in our world - and we strive to provide an exceptional experience from first contact through onboarding and support. We’ve crafted a solution to track every touchpoint and resolve issues ridiculously quickly - that’s our goal, anyway!
We take pride in knowing our market, tracking everything from the competitive landscape down to website performance scores to build and execute strategies that exceed our customer needs.
In SmartSuite Land, operations is 99% tech-focused and we use SmartSuite to deliver on all fronts. Our Technical Operations solution helps us systematically improve our Dev Ops processes by creating internal user stories, prioritizing and tracking through implementation.
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