SmartSuite Solutions
SmartSuite includes purpose-built solution suites for GRC, IT & Service Operations, Projects & Portfolios, and Business Operations — plus a no-code foundation to build and manage any workflow your business needs.

One Platform
GRC, IT, Projects, And Business Operations
Unify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance and ESG.

Manage incidents, changes, requests, assets, and service operations – with connections to workflows, automation, and real-time visibility.
Unify portfolio reporting across projects and initiatives - so teams stay aligned on priorities and leaders can track progress against ORKs in real time
Manage sales, marketing, product, operations, human resources, procurement, and more - across teams and departments.
GRC & Operational Resilience
Organizations manage risk, compliance, audit, cybersecurity, and resilience across dozens of disconnected tools—creating blind spots, duplicated effort, and slow response when it matters most. SmartSuite replaces this fragmented approach with one connected platform that unifies governance, risk, and resilience workflows across the enterprise.
SmartSuite connects risks, controls, policies, audits, incidents, third parties, and continuity plans into a single system of record. Teams gain real-time visibility into exposure, control effectiveness, and readiness—while maintaining full traceability for regulators, auditors, and executives.
SmartSuite helps organizations:
- Integrate risk, compliance, audit, cyber, and resilience workflows
- Eliminate silos created by point GRC and legacy systems
- Standardize assessments, testing, evidence, and remediation
- Improve cross-team coordination during incidents and audits
- Maintain continuous oversight of risk, controls, and obligations

IT Service Delivery
IT and internal service teams are under constant pressure to deliver reliable services while managing growing demand, complexity, and risk. SmartSuite provides a modern foundation for IT and service operations—bringing structure, automation, and visibility to the workflows that keep the business running.
From IT service management and asset tracking to internal service delivery across HR, Facilities, Finance, and Legal, SmartSuite centralizes requests, incidents, changes, and operational data into one connected platform. Teams gain consistent processes, SLA visibility, and real-time reporting—without sacrificing flexibility.
SmartSuite helps IT & service teams:
- Centralize service requests, incidents, assets, and operations
- Automate routing, approvals, SLAs, and escalations
- Improve visibility into service performance and operational health
- Coordinate work across IT, shared services, and business teams
- Scale service delivery without adding complexity or tools

Projects & Portfolios
Projects, programs, and strategic initiatives are how organizations execute change—but too often they’re managed across disconnected tools that obscure priorities, dependencies, and outcomes. SmartSuite connects project delivery to portfolio governance and strategy execution in one unified system.
Teams plan and execute work with shared workspaces, real-time dashboards, and automated workflows, while leaders gain portfolio-level insight into progress, risk, capacity, and value. From project intake through delivery and benefits realization, SmartSuite ensures work stays aligned to what matters most.
SmartSuite helps organizations:
- Plan and execute projects with consistent governance
- Prioritize demand and manage portfolios with confidence
- Track risks, dependencies, and financial performance
- Align projects and programs to strategy and OKRs
- Provide executives with real-time delivery and outcome visibility

Business Operations
Every organization runs on hundreds of core business processes that cut across teams—customer operations, finance, HR, legal, procurement, marketing, and industry-specific workflows. SmartSuite provides a single platform to design, run, and scale these operational processes with clarity and control.
Instead of relying on spreadsheets, email, and disconnected point tools, teams use SmartSuite to standardize intake, approvals, execution, and reporting. Work moves faster, coordination improves, and leaders gain visibility into how the business actually operates day to day.
SmartSuite helps operations teams:
- Standardize and automate cross-functional workflows
- Replace manual coordination with structured execution
- Improve transparency across departments and stakeholders
- Track work, approvals, and outcomes in real time
- Adapt processes as the business evolves—without code

A single foundation powers every solution suite—shared data model, permissions, automation, and reporting.
Work doesn’t break at team boundaries—handoffs, dependencies, and outcomes stay linked across functions.
Enterprise-grade permissions and auditability are built in, so you can scale workflows with confidence.
Teams can configure and evolve workflows quickly—without custom code or long implementation cycles.
AI accelerates building, documentation, analysis, and decision support inside your workflows—not in a separate silo.
Standardize processes, reduce tool sprawl, and gain real visibility because everything runs on one system.
Why SmartSuite?
SmartSuite is built for organizations that want work to stay connected across teams—not fragmented across disconnected processes.
Our AI-native platform is designed with security and governance at the core, supports reliable performance at scale, and integrates with the systems teams already depend on—so workflows stay connected across the business.
SmartSuite includes purpose-built solution suites for GRC, IT Service Delivery, Project Management, and Business Operations, plus a no-code foundation to build and manage any type of workflow.
Leaders choose SmartSuite because it improves execution with clearer ownership and real-time visibility—while delivering a defensible ROI through standardization, efficiency gains, and the ability to consolidate workflows onto one unified platform.
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and IT Service Delivery to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
SmartSuite
Product Catalog

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.
Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.
Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.
Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.
Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.
Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.
Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.
Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.
Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.
Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.
Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.
Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.
Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.
Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.
Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.
Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.
Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.
Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.
Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.
Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.
Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.
Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.
Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.
Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.
Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.
Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.
Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.
Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.
Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.
Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.
Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.
Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.
Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.
Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.
Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.
Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.
Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.
Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.
Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.
Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.
Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.
Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.
Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.
Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.
Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.
Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.
Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.
Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.
Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.
Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.
Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.
Plan, allocate, and track budgets with real-time visibility into financial performance and spending.
Capture, approve, and reimburse expenses with automated workflows and real-time visibility.
Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.
Create, manage, and deliver professional proposals with structured workflows and real-time visibility.
Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.
Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.
Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.
Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.
Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.
Manage people, roles, and relationships with a centralized system of record for higher education institutions.
Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.
Manage student cases, requests, and services with real-time visibility across departments and student journeys.
Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.
Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.
Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.
Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.
Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.
Track campaign performance, measure ROI, and gain real-time marketing insights across channels.
Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.
Create, manage, and organize marketing content with structured workflows and real-time visibility.
Capture and manage marketing requests with structured workflows and real-time visibility across teams.
Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.
Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.
Capture and manage HR requests with structured workflows and real-time visibility across employee services.
Automate onboarding and offboarding with structured workflows and real-time visibility across teams.
Manage employee goals and performance with structured reviews and real-time visibility.
Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.
Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.
Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.
Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.
Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.
Capture customer feedback and manage feature requests with a centralized, connected system.
Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.
Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.
Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.
Plan and manage product releases with structured workflows and real-time visibility across teams.
Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.
Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.
Manage properties and portfolios with centralized visibility into assets, performance, and operations.
Manage tenants and track occupancy with real-time visibility into space utilization and relationships.
Results
Manage tenants and track occupancy with real-time visibility into space utilization and relationships.
Manage properties and portfolios with centralized visibility into assets, performance, and operations.
Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.
Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.
Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.
Plan and manage product releases with structured workflows and real-time visibility across teams.
Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.
Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.
Capture customer feedback and manage feature requests with a centralized, connected system.
Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.
Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.
Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.
Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.
Capture and manage marketing requests with structured workflows and real-time visibility across teams.
Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.
Manage employee goals and performance with structured reviews and real-time visibility.
Capture and manage HR requests with structured workflows and real-time visibility across employee services.
Automate onboarding and offboarding with structured workflows and real-time visibility across teams.
Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.
Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.
Create, manage, and organize marketing content with structured workflows and real-time visibility.
Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.
Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.
Track campaign performance, measure ROI, and gain real-time marketing insights across channels.
Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.
Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.
Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.
Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.
Manage student cases, requests, and services with real-time visibility across departments and student journeys.
Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.
Manage people, roles, and relationships with a centralized system of record for higher education institutions.
Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.
Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.
Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.
Standardize sales execution with playbooks, workflows, and real-time visibility into deal progress.
Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.
Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.
Define territories and assign accounts with automated routing and real-time visibility across sales teams.
Forecast revenue, manage pipeline, and align teams with real-time visibility and analytics.
Plan, allocate, and track budgets with real-time visibility into financial performance and spending.
Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.
Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.
Create, manage, and deliver professional proposals with structured workflows and real-time visibility.
Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.
Capture, approve, and reimburse expenses with automated workflows and real-time visibility.
Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.
Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.
Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.
Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.
Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.
Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.
Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.
Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.
Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.
Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.
Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.
Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.
Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.
Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.
Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.
Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.
Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.
Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.
Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.
Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.
Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.
Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.
Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.
Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.
Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.
Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.
Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.
Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.
Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.
Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.
Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.
Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.
Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.
Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.
Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.
Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.
Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.
Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.
Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.
Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.
Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.
Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.
Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.
Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.
Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.
SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.
Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.
Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.
Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.
Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.
Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.
Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.
SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.
Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.
Plan, allocate, and track budgets with real-time visibility into financial performance and spending.
Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.
Track campaign performance, measure ROI, and gain real-time marketing insights across channels.
Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.
Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.
Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.
Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.
Create, manage, and organize marketing content with structured workflows and real-time visibility.
Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.
Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.
Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.
Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.
Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.
Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.
Capture customer feedback and manage feature requests with a centralized, connected system.
Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.
Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.
Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.
Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.
Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.
Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.
Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.
Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.
Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.
Capture, approve, and reimburse expenses with automated workflows and real-time visibility.
Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.
Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.
Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.
Capture and manage HR requests with structured workflows and real-time visibility across employee services.
Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.
Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.
Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.
Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.
Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.
Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.
Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.
Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.
Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.
Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.
Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.
Capture and manage marketing requests with structured workflows and real-time visibility across teams.
Automate onboarding and offboarding with structured workflows and real-time visibility across teams.
Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Manage people, roles, and relationships with a centralized system of record for higher education institutions.
Manage employee goals and performance with structured reviews and real-time visibility.
Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.
Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.
Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.
Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.
Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.
Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.
Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.
Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.
Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.
Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.
Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.
Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.
Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.
Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.
Manage properties and portfolios with centralized visibility into assets, performance, and operations.
Create, manage, and deliver professional proposals with structured workflows and real-time visibility.
Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.
Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.
Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.
Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.
Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.
Plan and manage product releases with structured workflows and real-time visibility across teams.
Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.
Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.
Forecast revenue, manage pipeline, and align teams with real-time visibility and analytics.
Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.
Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.
Standardize sales execution with playbooks, workflows, and real-time visibility into deal progress.
Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.
Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.
Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.
Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.
Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.
Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.
Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.
Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.
Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.
Manage student cases, requests, and services with real-time visibility across departments and student journeys.
Manage tenants and track occupancy with real-time visibility into space utilization and relationships.
Define territories and assign accounts with automated routing and real-time visibility across sales teams.
Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.
Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.
Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.
Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.
Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.
Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.
Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
Explore Solution Demos
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Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
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Feature Requests
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Frequency Asked Questions
Security at SmartSuite
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Getting Started with SmartSuite

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

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.

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.

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.

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.

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.

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

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

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.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
Industry Solutions, Powered by AI
SmartSuite brings together AI, data, and workflow automation to help organizations in every industry modernize operations and deliver measurable results.

SmartSuite centralizes engineering, quality, compliance, and operations to reduce silos and improve program execution.

SmartSuite centralizes projects, field operations, compliance, and property workflows to reduce silos and improve delivery speed.

SmartSuite unifies academic, administrative, compliance, IT, and operational workflows—replacing disconnected education systems with one modern, connected platform.

SmartSuite centralizes operations, compliance, maintenance, and field workflows to reduce silos and improve reliability.

SmartSuite unifies risk, compliance, cyber, audit, and resilience workflows—replacing disconnected legacy GRC tools with one modern, connected platform.

SmartSuite unifies compliance, quality, risk, and operational workflows—replacing disconnected healthcare systems with one modern, connected platform.

SmartSuite unifies risk, compliance, claims, audit, and operational workflows—replacing disconnected legacy systems with one modern, connected platform.

SmartSuite unifies production, quality, maintenance, safety, and operational workflows—replacing disconnected manufacturing systems with one modern, connected platform.

SmartSuite centralizes campaign, content, creative, and client workflows to eliminate silos and improve delivery speed.

SmartSuite unifies program management, fundraising, volunteer coordination, compliance, and operations—replacing disconnected nonprofit systems with one modern, connected platform.

SmartSuite unifies quality, regulatory, clinical, manufacturing, and operational workflows—replacing disconnected pharma systems with one modern, connected platform.

SmartSuite unifies project delivery, resource management, client collaboration, and operational workflows—replacing disconnected tools with one modern, connected platform.

SmartSuite centralizes programs, operations, compliance, and service workflows to reduce silos and improve accountability.

SmartSuite unifies merchandising, store operations, supply chain, compliance, and customer experience workflows—replacing disconnected retail systems with one modern, connected platform.

SmartSuite unifies compliance, quality, risk, and operational workflows—replacing disconnected healthcare systems with one modern, connected platform.

SmartSuite centralizes network, compliance, field ops, and customer workflows into a single platform to reduce silos and accelerate operational response.





Trusted by Over 2,000 Organizations Worldwide
From Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.
“The key business value for us is building service catalogs and project tracking inside SmartSuite—something no other platform could do this flexibly.”

Thomas Barnekow, Partner and CTO @ Metrics
“SmartSuite became the visualization tool that changed how people think—about data, about improvement, and about their ability to make change happen.”

Kaitlin Pierce, Analyst for Economic and Workforce Development & Continuing Education @ AB Tech
“If you can think it, YOU can build it! Kudos SmartSuite.”

Jonathan Ruf, First Vice President - Cyber Risk Executive @ Apple Bank
'One of the main challenges we were facing was the sheer volume of requirements from our internal teams. We really needed a tool that could help us solve a lot of those automation and digitalization needs in a much faster and maintainable way. There was a moment where I had like 70 different project requirements.''
Federico G., Director of Digital Transformation @ Grupo AFAL
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.



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