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.
How SmartSuite Works For Your Teams
Get Robust Metrics & KPIs
Track operational KPIs in dynamic reports and dashboards. Keep tabs on your workflow and make consistent progress against goals. Drill into the details to identify process bottlenecks and continuously improve.Solution Tab Link Text
Collaborate With Teams
Bring your teams together, collaborate, tap expertise, ask critical questions and tackle issues as they appear. Comments in SmartSuite drive discussion directly in the context of the work at-hand.Solution Tab Link Text
Automatically Prioritize Key Tasks
Eliminate noise. Use integrated task management to be efficient in response and outreach with triggers to manage day-to-day work within a personalized My Work dashboard.Solution Tab Link Text
Easily Integrate With Adjacent Systems
Automatically pull in your data from multiple apps and finally have all your team’s work in one place.Solution Tab Link Text
Work Smarter With Instant Notifications
Meet your team's needs in real time. Support team members on the frontlines of delivery and give them the resources they need when they need them.Solution Tab Link Text
Automate Tasks & Workflow
Automate any process to keep your teams running smoothly. Set simple rules to trigger action and put shape to a new way of operating.Solution Tab Link Text
Protect Your Data
Orchestrate how your work is delivered. Create teams and map resources to initiatives, automating workflow and escalation paths to raise your operational bar and deliver results.Solution Tab Link Text
Trust Our Security
Get peace of mind knowing your organization’s mission-critical information lives on technology using leading security standards and privacy protocols. Every action is tracked in SmartSuite's activity logs and accessible in a click.Solution Tab Link Text
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.
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.
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!
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 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.
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.
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.
Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.
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.
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.