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.

PACKAGED SOLUTION SUITES

One Platform

GRC, IT, Projects, And Business Operations

Governance, Risk, Compliance & Resilience

Unify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance and ESG.

IT Service Delivery

Manage incidents, changes, requests, assets, and service operations – with connections to workflows, automation, and real-time visibility.

Project & Portfolio Management

Unify portfolio reporting across projects and initiatives - so teams stay aligned on priorities and leaders can track progress against ORKs in real time

Business Operations

Manage sales, marketing, product, operations, human resources, procurement, and more - across teams and departments.

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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
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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
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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
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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
Unified Work Platform

A single foundation powers every solution suite—shared data model, permissions, automation, and reporting.

Connected Workflows

Work doesn’t break at team boundaries—handoffs, dependencies, and outcomes stay linked across functions.

Enterprise Governance

Enterprise-grade permissions and auditability are built in, so you can scale workflows with confidence.

No-Code Configuration

Teams can configure and evolve workflows quickly—without custom code or long implementation cycles.

AI Powered Workflows

AI accelerates building, documentation, analysis, and decision support inside your workflows—not in a separate silo.

Replace Point Tools

Standardize processes, reduce tool sprawl, and gain real visibility because everything runs on one system.

WHY SMARTSUITE

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.

What are SmartSuite Solutions?

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

Can SmartSuite Solutions be customized for our unique processes?

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.

How do SmartSuite Solutions integrate with our existing systems?

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.

Are SmartSuite Solutions secure and compliant for enterprise use?

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.

How long does it take to implement a SmartSuite Solution?

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.

Can we build our own Solutions from scratch?

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

Explore SmartSuite’s complete catalog of productized solutions and platform features.
Each item represents a ready-to-deploy workflow or capability built on the SmartSuite Platform.
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Product Groups
AI Governance
Compliance Management
Cyber & IT Risk
Enterprise Risk Management
ESG Management
Internal Audit Management
Operational Resilience & Business Continuity
Privacy Management
SOX Management
Third Party Risk Management
psychology
AI Governance

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

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CRI AI RMF

Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.

Compliance Management
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Compliance Assessments & Testing

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.

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Control Framework & Regulatory Libraries

Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.

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CRI Compliance (Community)

Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.

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CRI Profile Compliance (Enterprise)

Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.

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Issues Management

Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.

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Policy Management

Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.

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Post Quantum Security (PQS)

Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.

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Regulatory Change Management

Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.

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Regulatory Inquiries

Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.

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SOC 2 Compliance

Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.

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Cyber Threat Management

Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.

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Vulnerability Management (GRC)

Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.

Enterprise Risk Management
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Enterprise Risk Management (ERM)

Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.

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Risk and Control Self-Assessment (RCSA)

Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.

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ESG & Sustainability Management

Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.

Internal Audit Management
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Internal Audit Management

Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.

Operational Resilience & Business Continuity
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Business Impact Analysis (BIA)

Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.

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Crisis Management

Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.

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Enterprise Assets & Structure

Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.

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Incident Management

Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.

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Operational Resilience

Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.

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Physical Security

Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.

Privacy Management
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Privacy Risk Management

Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.

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SOX Compliance

Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.

Third Party Risk Management
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Contract Lifecycle Management (CLM)

Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.

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Third Party Risk

Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.

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Vendor Portal

Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.

Product Groups
Enterprise Service Desk (ESM)
IT Asset Management (ITAM)
IT Operations Management (ITOM)
IT Service Management (ITSM)
Enterprise Service Desk (ESM)
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Knowledge Management

Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.

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Service Catalog

Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.

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Service Desk & Request Portal

Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.

IT Asset Management (ITAM)
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IT Asset Management

Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.

IT Operations Management (ITOM)
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Configuration Management (CMDB)

Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.

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Event & Alert Management

Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.

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IT Operations Planning & Analytics

Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.

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On-Call Management

Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.

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Release Management

Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.

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Vulnerability Management

Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.

IT Service Management (ITSM)
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Change Management

Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.

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IT Incident Management

Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.

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Problem Management

Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.

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Service Level Management (SLAs)

Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.

Product Groups
Financial Management
Portfolio Management
Program Management
Project Intake & Approvals
Project Management
Strategy Management
Financial Management
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Project Financial Management

Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.

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Time & Effort Tracking

Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.

Portfolio Management
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Portfolio Management

Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.

Program Management
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Program Management

Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.

Project Intake & Approvals
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Project Intake and Approvals

Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.

Project Management
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Agile Product Management

Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.

checklist
Project Management

Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.

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Resource Management

Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.

Strategy Management
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Strategic Roadmapping

Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.

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Strategy & OKR Management

Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.

Product Groups
Finance Ops
Go-To-Market Ops
Higher Education Ops
Legal Ops
Marketing Ops
People Ops
Procurement Ops
Product Management Ops
Real Estate Ops
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Budget Planning & Management

Plan, allocate, and track budgets with real-time visibility into financial performance and spending.

request_quote
Expense & Reimbursement Management

Capture, approve, and reimburse expenses with automated workflows and real-time visibility.

Go-To-Market Ops
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Customer Lifecycle & Success Management

Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.

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Proposal Management

Create, manage, and deliver professional proposals with structured workflows and real-time visibility.

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Quote Management

Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.

Higher Education Ops
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Academic Curriculum & Scheduling Hub

Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.

verified
Assessments & Accreditation

Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.

patient_list
Faculty & Staff Management

Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.

finance_mode
Finance & Administration

Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.

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People Operations Hub

Manage people, roles, and relationships with a centralized system of record for higher education institutions.

experiment
Research & Grants Management

Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.

school
Student Services & Case Management

Manage student cases, requests, and services with real-time visibility across departments and student journeys.

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Vendor Management (Higher Ed)

Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.

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Entity & Corporate Governance Management

Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.

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Legal Matter Management

Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.

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Legal Requests & Intake

Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.

balance
Legal Spend & Outside Counsel Management

Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.

ads_click
Campaign Performance & Marketing Analytics

Track campaign performance, measure ROI, and gain real-time marketing insights across channels.

rocket_launch
Campaign Planning & Management

Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.

photo_library
Content & Asset Management

Create, manage, and organize marketing content with structured workflows and real-time visibility.

campaign
Marketing Requests

Capture and manage marketing requests with structured workflows and real-time visibility across teams.

handshake
Employee Engagement & Surveys

Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.

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Employee Lifecycle Management

Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.

article_person
HR Requests & Case Management

Capture and manage HR requests with structured workflows and real-time visibility across employee services.

partner_exchange
Onboarding & Offboarding Management

Automate onboarding and offboarding with structured workflows and real-time visibility across teams.

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Performance & Goal Management

Manage employee goals and performance with structured reviews and real-time visibility.

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Workforce Planning & Headcount Management

Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.

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Procurement Requests & Intake

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

shopping_cart
Purchase Orders & Procurement

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

person_search
Sourcing & Supplier Selection

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

payments
Spend & Procurement Analytics

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

Product Management Ops
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Customer Feedback & Feature Requests

Capture customer feedback and manage feature requests with a centralized, connected system.

analytics
Product Analytics & Insights

Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.

subtitles_gear
Product Backlog & Feature Management

Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.

route
Product Strategy & Roadmapping

Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.

rocket
Release Management & Planning

Plan and manage product releases with structured workflows and real-time visibility across teams.

domain
Facilities & Maintenance Management

Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.

real_estate_agent
Lease Management

Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.

home_storage
Property & Portfolio Management

Manage properties and portfolios with centralized visibility into assets, performance, and operations.

house
Tenant & Occupancy Management

Manage tenants and track occupancy with real-time visibility into space utilization and relationships.

Results

house
Tenant & Occupancy Management

Manage tenants and track occupancy with real-time visibility into space utilization and relationships.

home_storage
Property & Portfolio Management

Manage properties and portfolios with centralized visibility into assets, performance, and operations.

real_estate_agent
Lease Management

Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.

domain
Facilities & Maintenance Management

Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.

route
Product Strategy & Roadmapping

Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.

rocket
Release Management & Planning

Plan and manage product releases with structured workflows and real-time visibility across teams.

subtitles_gear
Product Backlog & Feature Management

Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.

analytics
Product Analytics & Insights

Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.

thumbs_up_down
Customer Feedback & Feature Requests

Capture customer feedback and manage feature requests with a centralized, connected system.

payments
Spend & Procurement Analytics

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

person_search
Sourcing & Supplier Selection

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

shopping_cart
Purchase Orders & Procurement

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

credit_card_gear
Procurement Requests & Intake

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

campaign
Marketing Requests

Capture and manage marketing requests with structured workflows and real-time visibility across teams.

groups
Workforce Planning & Headcount Management

Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.

add_chart
Performance & Goal Management

Manage employee goals and performance with structured reviews and real-time visibility.

article_person
HR Requests & Case Management

Capture and manage HR requests with structured workflows and real-time visibility across employee services.

partner_exchange
Onboarding & Offboarding Management

Automate onboarding and offboarding with structured workflows and real-time visibility across teams.

body_system
Employee Lifecycle Management

Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.

handshake
Employee Engagement & Surveys

Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.

photo_library
Content & Asset Management

Create, manage, and organize marketing content with structured workflows and real-time visibility.

rocket_launch
Campaign Planning & Management

Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.

balance
Legal Spend & Outside Counsel Management

Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.

ads_click
Campaign Performance & Marketing Analytics

Track campaign performance, measure ROI, and gain real-time marketing insights across channels.

account_balance
Entity & Corporate Governance Management

Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.

balance
Legal Requests & Intake

Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.

gavel
Legal Matter Management

Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.

diversity_3
Vendor Management (Higher Ed)

Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.

school
Student Services & Case Management

Manage student cases, requests, and services with real-time visibility across departments and student journeys.

experiment
Research & Grants Management

Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.

diversity_2
People Operations Hub

Manage people, roles, and relationships with a centralized system of record for higher education institutions.

finance_mode
Finance & Administration

Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.

patient_list
Faculty & Staff Management

Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.

verified
Assessments & Accreditation

Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.

grouped_bar_chart
Sales Playbooks & Execution Management

Standardize sales execution with playbooks, workflows, and real-time visibility into deal progress.

school
Academic Curriculum & Scheduling Hub

Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.

currency_exchange
Sales CRM

Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.

map
Territory & Account Assignment

Define territories and assign accounts with automated routing and real-time visibility across sales teams.

finance
Revenue Operations & Forecasting

Forecast revenue, manage pipeline, and align teams with real-time visibility and analytics.

clock_loader_40
Budget Planning & Management

Plan, allocate, and track budgets with real-time visibility into financial performance and spending.

paid
Quote Management

Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.

tv_options_input_settings
Program Management

Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.

contract_edit
Proposal Management

Create, manage, and deliver professional proposals with structured workflows and real-time visibility.

cycle
Customer Lifecycle & Success Management

Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.

request_quote
Expense & Reimbursement Management

Capture, approve, and reimburse expenses with automated workflows and real-time visibility.

target
Strategy & OKR Management

Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.

route
Strategic Roadmapping

Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.

tv_options_edit_channels
Resource Management

Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.

checklist
Project Management

Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.

autorenew
Agile Product Management

Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.

grading
Project Intake and Approvals

Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.

business_center
Portfolio Management

Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.

timer_10_alt_1
Time & Effort Tracking

Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.

chart_data
Project Financial Management

Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.

handshake
Service Level Management (SLAs)

Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.

warning
Problem Management

Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.

report
IT Incident Management

Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.

change_circle
Change Management

Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.

search_gear
Vulnerability Management

Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.

rocket_launch
Release Management

Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.

call_log
On-Call Management

Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.

event
Event & Alert Management

Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.

data_thresholding
IT Operations Planning & Analytics

Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.

database
Configuration Management (CMDB)

Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.

art_track
IT Asset Management

Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.

support_agent
Service Desk & Request Portal

Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.

library_books
Service Catalog

Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.

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Knowledge Management

Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.

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Vendor Portal

Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.

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Contract Lifecycle Management (CLM)

Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.

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Third Party Risk

Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.

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SOX Compliance

Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.

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Privacy Risk Management

Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.

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Physical Security

Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.

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Operational Resilience

Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.

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Enterprise Assets & Structure

Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.

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Incident Management

Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.

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Crisis Management

Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.

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Business Impact Analysis (BIA)

Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.

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Internal Audit Management

Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.

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ESG & Sustainability Management

Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.

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Vulnerability Management (GRC)

Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.

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Risk and Control Self-Assessment (RCSA)

Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.

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Enterprise Risk Management (ERM)

Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.

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Cyber Threat Management

Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.

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Regulatory Inquiries

Manage regulatory requests and exams with structured workflows, centralized documentation, and full visibility into response status and timelines.

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SOC 2 Compliance

Achieve SOC 2 compliance with structured workflows, automated evidence collection, and continuous visibility into control effectiveness and audit readiness.

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Regulatory Change Management

Track and implement regulatory changes with structured workflows, impact analysis, and real-time visibility into compliance readiness.

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Post Quantum Security (PQS)

Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.

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Policy Management

Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.

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Issues Management

Track and remediate issues across audits, risk, and compliance with structured workflows, clear ownership, and real-time visibility into resolution status.

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Control Framework & Regulatory Libraries

Centralize controls and map them across frameworks to reduce duplication, improve alignment, and enable a test-once, comply-many approach.

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AI Governance

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

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CRI Compliance (Community)

Run CRI Profile assessments with structured workflows, evidence tracking, and real-time visibility into cyber compliance and supervisory readiness.

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CRI Profile Compliance (Enterprise)

Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and real-time visibility into cyber compliance readiness.

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CRI AI RMF

Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.

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Compliance Assessments & Testing

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline assurance.

All Products A-Z

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

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

Can SmartSuite Solutions be customized for our unique processes?

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.

How do SmartSuite Solutions integrate with our existing systems?

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.

Are SmartSuite Solutions secure and compliant for enterprise use?

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.

How long does it take to implement a SmartSuite Solution?

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.

Can we build our own Solutions from scratch?

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 DEMO CENTER

Explore Solution Demos

SmartSuite Resources

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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SmartSuite Academy

Learn. Build. Get Certified.
Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
Explore Academy
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Demo Library

See SmartSuite in Action.
Browse short, on-demand videos that demonstrate how SmartSuite’s Solutions and features work — from automation setup to real-world use cases.
Watch Demos
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Support

Help When You Need It.
Access the knowledge base for best practices and step-by-step guidance, or connect directly with our support team for personalized assistance.
Get Support
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Customer Stories

See How Leading Companies Succeed with SmartSuite.
Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
Read Stories
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Feature Requests

Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
Share Ideas
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Community

Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
Join the Community
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Partners

Expand Your SmartSuite Ecosystem.
Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
Meet Our Partners
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Security at SmartSuite

Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
Learn More
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Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

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

Can SmartSuite Solutions be customized for our unique processes?

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.

How do SmartSuite Solutions integrate with our existing systems?

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.

Are SmartSuite Solutions secure and compliant for enterprise use?

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.

How long does it take to implement a SmartSuite Solution?

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.

Can we build our own Solutions from scratch?

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

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Part 1: Navigation

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

Part 2: Homepage

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.

Part 3: Views

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.

Part 4: Field Types

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.

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.

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.

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.

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.

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.

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.

Part 11: Notifications

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

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.

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.

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Aerospace & Defense

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

Learn more
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Construction and Real Estate

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

Learn more
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Education

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

Learn more
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Energy & Utilities

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

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Financial Services

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

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Healthcare / Life Sciences

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

Learn more
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Insurance

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

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Manufacturing and Industrials

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

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Media and Marketing

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

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Non-profit

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

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Pharmaceuticals

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

Learn more
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Professional Services

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

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Public Sector

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

Learn more
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Retail and Consumer

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

Learn more
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Technology / SaaS

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

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Telecommunications

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

Learn more
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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.

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“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

Read Full Story
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“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

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“If you can think it, YOU can build it! Kudos SmartSuite.”

Jonathan Ruf, First Vice President - Cyber Risk Executive @ Apple Bank

Read Full Story
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'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

Read Full Story
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Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

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

Can SmartSuite Solutions be customized for our unique processes?

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.

How do SmartSuite Solutions integrate with our existing systems?

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.

Are SmartSuite Solutions secure and compliant for enterprise use?

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.

How long does it take to implement a SmartSuite Solution?

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.

Can we build our own Solutions from scratch?

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.