SmartSuite product catalog

Manage curriculum, course planning, and scheduling across departments and academic programs.

Plan and deliver work with Agile methodologies, using sprint management, backlogs, and live dashboards for your teams.

Track AI models, assess risk, and document compliance across your enterprise in one platform.

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

Plan, allocate, and track budgets with a current view of 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 see marketing results across channels on live dashboards.

Plan, execute, and track marketing campaigns with workflows and a current view of status across teams.

Plan, approve, and implement changes with workflows, risk controls, and a current view across systems and services.

Capture, track, and resolve complaints with case workflows, full traceability, and dashboards on investigations, trends, and outcomes.

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and one place for evidence collection.

Track systems, applications, and dependencies in a CMDB that feeds incident, change, and service workflows.

Create, manage, and organize marketing content with approval workflows and a current view of every asset.

Manage contracts across their full lifecycle in one platform for drafting, approvals, renewals, and compliance.

Keep controls in one library and map them across frameworks to reduce duplication and enable a test-once, comply-many approach.

Manage AI risk with CRI and NIST AI RMF using assessments, governance workflows, and dashboards across your AI systems.

Run CRI Profile assessments with assessment workflows, evidence tracking, and dashboards on cyber compliance and supervisory readiness.

Scale CRI compliance across your organization with advanced mapping, continuous monitoring, and enterprise dashboards on cyber compliance readiness.

Coordinate executive-level crisis response with response workflows, live dashboards, and aligned actions across leadership and operational teams.

Capture customer feedback and manage feature requests in one system that feeds your product backlog and roadmap.

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 model with clear ownership, relationships, and visibility across your enterprise.

Centralize enterprise risk management with standardized assessments, dashboards, and linked 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.

Manage incidents, inspections, and safety workflows in one platform with real-time visibility and structured processes to improve compliance and reduce risk.

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 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.

Plan and deploy releases with release calendars, change approvals, environment tracking, and dashboards across systems and environments.

Centralize and deliver knowledge across service workflows with governed articles, workspace search, and links to tickets, incidents, and problems.

Track lease agreements, key dates, and financial obligations with linked property and tenant records, date-based reminders, and dashboards.

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

Capture and manage legal requests with intake forms, rule-based routing, and dashboards that show legal workload and response times.

Track legal spend, manage outside counsel invoices, and compare law firm cost and performance with linked matters, approvals, and dashboards.

Capture and manage marketing requests with intake forms, rule-based routing, workload views, and dashboards that show demand across teams.

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

Manage on-call schedules, alert routing, and escalation workflows so the right responder is notified and incidents are handled within target times.

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 review workflows, scheduled review cycles, and dashboards that show goal progress and alignment.

Manage physical security across facilities, assets, and personnel with incident workflows, access and visitor records, vendor oversight, and dashboards.

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 track outcomes with portfolio dashboards that draw on project, program, and financial records.

Prepare for quantum threats with a cryptographic inventory, risk assessment, and migration plans tracked across systems and vendors.

Manage privacy risks with data inventories, PIAs and DPIAs, control tracking, and dashboards that show exposure against GDPR, CCPA, and HIPAA requirements.

Identify root causes and prevent recurring issues with problem records linked to incidents, known error documentation, and dashboards that show trends.

Capture and manage procurement requests with intake forms, rule-based approvals, budget checks, and dashboards that show the request pipeline.

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

Capture, prioritize, and manage product features in one backlog with live visibility for product and engineering teams.

Plan and manage product releases with release records, milestone tracking, readiness approvals, and dashboards across teams.

Define product strategy, prioritize initiatives, and manage roadmaps that stay in step with delivery across product, engineering, and leadership.

Coordinate related projects, manage dependencies, and deliver program outcomes with shared visibility across teams and initiatives.

Plan, track, and manage project budgets, actual costs, and investment performance across projects, programs, and portfolios.

Capture, evaluate, and approve project requests with intake forms, scoring, approval workflows, and visibility across your pipeline.

Plan, execute, and track projects with tasks, dependencies, Gantt and Kanban views, and dashboards that share one set of records across teams.

Manage properties, portfolios, and locations with one record per asset and dashboards for performance and operations across your real estate footprint.

Create, review, and deliver proposals from templates with approval workflows, version history, and visibility across deals.

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

Create, approve, and track quotes with pricing controls, line items, approval workflows, and pipeline visibility.

Track and implement regulatory changes with impact assessments, obligation owners, implementation workflows, and visibility into compliance readiness.

Manage regulatory requests and exams with response workflows, evidence on each inquiry record, and visibility into status and deadlines.

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

Plan, allocate, and balance resources with visibility into capacity, utilization, and demand across projects, programs, and teams.

Build revenue forecasts from pipeline records, track pipeline performance, and align sales, customer success, and finance on one set of figures.

Run risk and control self-assessments with consistent scoring models, evidence on each assessment, and dashboards of risk exposure and control effectiveness.

Manage leads, accounts, and opportunities in a CRM that links pipeline, activities, and revenue records, with pipeline dashboards for sales teams.

Standardize sales execution with playbooks, stage checklists, and automated next steps, with dashboards of deal progress and adherence.

Define and deliver services with one catalog, request forms, and automated fulfillment 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 scored evaluations, approval workflows, and a record of every decision.

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 report on procurement activity across the organization from the records teams already work in.

Plan and visualize strategic initiatives over time with roadmaps linked to the programs, projects, resources, and priorities that deliver them.

Define strategy, align OKRs, and track outcomes with progress rolled up from the initiatives and projects that deliver them.

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 see how work is spent across projects, teams, and billable activity with the Time Tracking Log field.

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

Collect assessments, documents, and updates from vendors through shared forms and views, with controlled access and tracking of every response.

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

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.