Business Operations
Use an array of solution templates to make your business run smoother and smarter. Standardize where work gets done to remove friction and stop switching between systems to complete tasks.



Standardize Operations
And Work Smarter
From delivering strategic initiatives to ensuring the integrity of your data, everything you need for smooth operations is combined in one place. Organize and manage records and resources, track incidents, keep tabs on your vendors and make sure that important company metrics are tracked, measured and reported.




How SmartSuite Works For Your Teams
Business Operations

Board Management
Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

Contract Management
This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.

Change Requests
Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Company Documents
Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

Corporate Legal Ops
Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Enterprise Incidents
Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution.

Goals & Objectives
Define your top goals and objectives by team or department, then track from start to finish. Align goals and status to keep updated on your most important work.

Insurance Policy Tracker
Ensure you're covered! Track business insurance policies, manage renewals, and reference policy docs with the click of a button.

Meeting Notes
Capture notes from all your meetings in one highly accessible spot. Track meeting meta data such as time, location, attendees and topics.

Objectives & Key Results
Define organizational, departmental and team goals along with the key performance indicators to measure results.

Product Catalog
Your point-of-sale system is no way to maintain your products! Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers.

Vendor Assessment
Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

Vendor Management
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

Weekly Plan
Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

Third Party Risk
Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

Corporate Social Responsibility
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Simple Process
Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.
