Solutions for Every Team

Business disruptions cost money and insurance policies are not guaranteed protection. Use these Business Continuity templates to prepare your organization and reduce risk. Conduct business impact analysis, identify recovery strategies, develop your plan, and conduct testing to ensure readiness.

We know building better businesses is all about execution. Build and scale your operational processes with improved...

What is Strategy? Great question, and the answer is likely unique to every business. SmartSuite helps organizations map out goals, execute on key initiatives and focus on growth - where winning strategies lead!

We love our customers, and our Customer Success solutions are built to help you shape an ideal customer experience journey that starts with onboarding and continues through support and renewal. Our solutions can be used stand-alone or in conjunction with one of our native help desk platform integrations.

Prepare and defend against cyber risk by building a robust security program with solutions that align with leading frameworks (NIST, ISO, COBIT, HITRUST, CSA, etc.). Create and manage security initiatives to constantly improve, and apply ever-changing industry best practices to stay a step ahead of the threats.

Whether you're a tech company looking to simply track visitors or an SMB looking to streamline facility work requests, expenditures and standard operating procedures, we have a solution template to satisfy.

Financial and accounting processes have long been stuck in a world of manual tasks, lacking sophisticated systems to support these critical business functions. Now you have everything you need to track financial goals, manage accounts, and scale beyond those trusty spreadsheets.

Built by GRC experts, SmartSuite solution templates put you at the leading edge of where technology meets complex policy, risk, compliance and privacy process management. Suitable for both enterprises looking for easier-to-manage software as well as emerging growth businesses shaping their initial GRC programs.

Recruiting top talent can take on a life of its own, but SmartSuite is here to help. Hire, onboard, and grow your team using SmartSuite solutions to manage your end-to-end Human Resource workflows. Use our solution templates to stay organized, coordinate candidates, manage interviews and stand out from the competition.

It's time for IT teams to receive the support they give everyone else. SmartSuite solution templates support central IT processes such as work requests, issue management, and asset tracking. Manage key IT projects and map out a strategic roadmap to continuously enhance IT solutions across the organization.

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.

From idea through execution, marketing & communications teams can use SmartSuite's array of solution templates to plan campaigns, manage marketing assets, define brand standards, analyze the competition, plan events, manage press releases and more.

What's more important than planning where, when and how to spend your hard-earned money? These SmartSuite solution templates track purchase orders, coordinate inventory replenishment, and help you carefully select the right vendors to provide goods or services to your organization.

Bring products to market better with SmartSuite. Built by experts and used internally by SmartSuite teams, these product-centric solution templates reflect world-class software delivery processes. Product managers are free to work their own way to create roadmaps, manage agile development, prioritize, build use cases, track competitors, and more.

Stop shuffling between emails, spreadsheets, shared drives and all the other tools you've been using to manage projects. SmartSuite brings a host of project management solutions, ranging from basic projects to complex program management to meet company-level goals that move the needle on business growth.

Always Be Closing with SmartSuite sales-focused solution templates. Chase opportunities and close deals faster with our comprehensive offerings.

Differentiate through excellence in service delivery. Tailor these solutions to build your own methodology for making customers happy and keep them coming back for more.

Bring products to market better with SmartSuite. Built by experts and used internally by SmartSuite teams, these product-centric solution templates reflect world-class software delivery processes. Product managers are free to work their own way to create roadmaps, manage agile development, prioritize, build use cases, track competitors, and more.

Purpose-built for SMBs seeking solutions to move, ship, store and manage physical goods and assets.