Compliance Management

Modernizing Compliance Management

Streamline your compliance operations with a connected platform built for speed, accuracy, and continuous oversight. SmartSuite centralizes frameworks, controls, evidence, testing, and policies — helping compliance teams eliminate manual work, improve collaboration, and stay always audit-ready.

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Overview
Benefits
Platform
Users
Pricing
Resources

One Platform for Connected Compliance Management

SmartSuite centralizes frameworks, controls, evidence, policies, and obligations into one unified platform. Reduce manual work, standardize testing, and gain real-time visibility into compliance status across the organization.

Framework Alignment

Map controls to frameworks like ISO, SOC 2, GDPR, SOX, HIPAA, FFIEC, and CRI.

Control Testing

Standardize test procedures and automate recurring assessments.

Evidence Management

Centralize evidence submissions, documentation, and approvals.

Policy Governance

Manage policy lifecycle, distribution, and attestations with full traceability.

GRC & Resilience

Compliance Management Suite Products

Compliance Assessments & Testing

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to simplify 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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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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Explore all GRC and resilience products

Core Capabilities of the Compliance Management Suite

SmartSuite provides an end-to-end platform for managing compliance workflows, frameworks, and evidence through centralized, no-code solutions.

Simplify compliance across frameworks, policies, and controls with confidence.

Centralize policies, regulatory obligations, control libraries, testing activities, and evidence in one connected workspace. SmartSuite links compliance requirements to controls, assessments, and remediation actions—providing continuous visibility, reducing manual effort, and ensuring readiness across regulatory frameworks.

Framework & Control Management

Maintain frameworks, map controls, and link to risks and evidence.

Control Testing & Assessments

Standardize and perform recurring test cycles with automated workflows.

Policy Management

Govern creation, review, approvals, versioning, and attestations.

Regulatory Change Management

Track regulatory updates and assess impact on controls and policies.

Issue & Remediation Tracking

Manage findings and corrective actions with automated follow-up.

Evidence Collection & Storage

Centralize evidence across teams with full traceability.

Compliance Reporting & Dashboards

Provide real-time visibility into control status, testing progress, overdue items, and readiness across frameworks.

Framework Alignment & Cross-Mapping

Reuse controls across multiple frameworks (e.g., ISO, SOC 2, SOX, GDPR, HIPAA) with cross-mapped requirements to reduce duplicate work.

Align Controls Across Multiple Frameworks

Ensure consistent compliance across regulations by mapping controls once and reusing them everywhere.

Highlights:

  • Multi-framework control mapping
  • Centralized framework library
  • Reusable controls & standard test plans
Control standards list with mapped policies, controls, control effectiveness and publish status
Evidence collection list grouped by review status with owner, collection date and evidence type

Streamline Evidence Collection & Testing

Replace email chains and spreadsheets with structured testing and evidence workflows.

Highlights:

  • Automated evidence requests
  • Recurring control tests
  • Linked evidence and control records
OVERVIEw VIDEO

See Compliance Management in Action

Watch how SmartSuite centralizes frameworks, controls, evidence, and policies — helping compliance teams streamline testing, automate workflows, and stay continuously audit-ready.

Watch the video

Manage Policies and Attestations Without the Hassle

Distribute policies, capture acknowledgments, and automate renewals and review cycles.

Highlights:

  • Version control
  • Attestation logs
  • Automated policy review cycles
Policy portal of approved policies such as information security and business continuity
Issues dashboard with open, under-evaluation, awaiting-approval and closed issues and issues by month

Track Issues and Remediation in Real Time

Stay proactive with structured issue tracking and automated follow-up tasks.

Highlights:

  • Issue logs
  • Root cause analysis
  • Remediation workflows

Gain Continuous Insight Into Compliance Health

Visualize compliance posture, overdue controls, risk coverage, and framework readiness.

Highlights:

  • Live dashboards
  • Real-time KPIs
  • Executive-ready reports
Framework readiness with mapping coverage, compliance effectiveness, evidence collection and open gaps

Built For Modern Compliance Teams

SmartSuite brings enterprise-grade compliance management with consumer-grade usability. Choose the rollout path that fits your compliance program today—and expand as regulations, frameworks, and business requirements evolve.

Start Small

Adopt a Single Capability

Begin with Policy Management, Compliance Assessments, or Regulatory Change Management—prove value quickly and expand as your compliance needs grow.

Scale Confidently

Roll Out a Full Category

Enable Compliance Management end-to-end—covering policies, obligations, controls, assessments, evidence, and remediation in one connected workflow.

Unify Everything

Deploy the Entire Compliance Suite

Standardize compliance with shared controls, centralized evidence, and real-time dashboards—delivering continuous compliance oversight across the enterprise.

Explore Further

Dive into key articles covering core topics in Governance, Risk, and Compliance to deepen your understanding and see SmartSuite in action.

All articles
About SmartSuite
What's new
What is Compliance Management?
What Is Regulatory Change Management?
What is Control Testing?
What is Compliance?
What is Governance?
What Is Control Mapping?
What is Compliance Monitoring?
What Is SOX Evidence Management?

Frequently Asked Questions

Answers to the most common questions about Compliance Management

How does SmartSuite help break down silos across compliance, legal, IT, security, and risk teams?

Most compliance teams operate in fragmented systems with different groups owning controls, policies, or evidence.

SmartSuite unifies all compliance workflows — from control testing to policy approvals — into one connected platform.

This shared visibility eliminates duplication, strengthens cross-functional alignment, and ensures everyone is working from the same real-time information.

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How does SmartSuite improve collaboration across compliance workflows?

SmartSuite connects teams through shared workspaces, contextual conversations, and automated workflows.

Evidence collection, testing assignments, regulatory reviews, and attestations all happen in a transparent, collaborative environment — ensuring faster turnaround and clearer accountability.

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How does the unified SmartSuite interface make onboarding easier for compliance teams?

SmartSuite’s intuitive, modern UI is designed for fast adoption.

Consistent layouts, templates, and guided workflows help new users quickly understand control testing, evidence submission, and policy processes — reducing training time and improving accuracy.

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How does SmartSuite reduce tool sprawl for compliance teams?

Most compliance programs rely on spreadsheets, shared drives, email threads, and point solutions.

SmartSuite consolidates everything — frameworks, controls, tests, evidence, policies, and issues — in one platform.

This reduces complexity, improves data accuracy, and eliminates the need for multiple disconnected systems.

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How does SmartSuite improve visibility for compliance leaders?

SmartSuite provides real-time dashboards showing control status, overdue tests, regulatory mappings, risks, and remediation progress.

CCOs, Compliance Managers, and Legal leaders get instant insight into program health — enabling faster decisions and stronger assurance.

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See How SmartSuite Transforms Compliance Management

Experience how SmartSuite unifies frameworks, controls, testing, evidence, and policies in one connected platform — giving compliance teams the visibility, structure, and automation they need to stay ahead of regulatory demands.

See the Compliance Suite in action
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The Connected Value of SmartSuite Compliance Management

Quantifiable improvements achieved when organizations centralize regulatory obligations, controls, evidence, attestations, and testing workflows in SmartSuite.

35%

Source: Forrester TEI Study on Compliance Automation, 2023 — integrated compliance platforms shortened coordination cycles by 30–40%.

Faster Compliance Coordination Across Business Units

Centralized obligations, controls, testing workflows, and evidence repositories reduce delays and eliminate fragmented processes.

40%

Source: Deloitte Compliance Operations Benchmark, 2023 — automated evidence workflows reduced manual burden by 35–45%.

Reduction in Manual Evidence Collection Workload

Automated reminders, workflows, and standardized templates streamline evidence submission and validation.

32%

Source: MetricStream Multi-Framework Controls Report, 2024 — centralized frameworks cut redundant testing by 28–35%.

Lower Redundancy in Control Mapping & Testing

Unified control libraries eliminate duplicate work across frameworks like ISO, SOC 2, CRI, SOX, HIPAA, and PCI.

30%

Source: PwC Compliance Agility Study, 2023 — integrated compliance tools improved readiness cycles by 25–30%.

Improved Audit & Regulatory Readiness

Automated controls testing, linked obligations, and real-time dashboards reduce audit prep time and strengthen regulator response readiness.

Key Benefits of the Compliance Management Solution Suite

Effective compliance requires structured workflows, accurate documentation, cross-functional cooperation, and centralized visibility. SmartSuite delivers a unified environment where teams can manage obligations, testing, evidence, and attestations with speed, accuracy, and confidence.

Compliance Visibility, Framework Alignment & Evidence Integrity

Unified Compliance Workspace

Centralize frameworks, controls, evidence, obligations, policies, risks, and findings — all in one connected system.

Real-Time Compliance Dashboards

Monitor testing progress, overdue items, upcoming obligations, and control effectiveness through live dashboards.

Framework Mapping & Control Reuse

Map controls once and reuse them across multiple frameworks (ISO, SOC 2, SOX, GDPR, HIPAA, CRI) to reduce redundant work.

Data & Evidence Traceability

Link controls, evidence, policies, risks, issues, and activities together for complete audit-ready traceability.

Regulatory Change Visibility

Track regulatory updates, perform impact assessments, and route changes to appropriate stakeholders via automated workflows.

Cross-Functional Transparency

Give Legal, Compliance, IT, Security, HR, Audit, and Ops shared visibility into compliance operations and responsibilities.

Workflow Automation, Testing Efficiency & Policy Governance

Automated Evidence Collection

Use structured workflows, automatic reminders, and standardized templates to streamline evidence submission and reduce delays.

Recurring Controls Testing & Assessments

Schedule and execute periodic control tests with automated assignments, follow-ups, and documentation capture.

Policy Distribution & Attestation Management

Publish policies, track employee acknowledgments, and automate attestations and review cycles.

Exception, Issue & Remediation Tracking

Track exceptions and open issues with automated routing, escalation workflows, and remediation plans.

Review & Approval Automation

Standardize and automate compliance workflows across policy reviews, framework updates, and testing approvals.

AI-Assisted Compliance Documentation

Use AI Assist to summarize controls, generate compliance narratives, draft reports, or highlight remediations and risks.

Governance, Assurance & Organizational Compliance Confidence

Audit-Ready Documentation & Evidence

Maintain full histories of evidence, approvals, tests, and decisions for external audits, internal audits, and regulators.

Consistent Compliance Methodologies

Ensure standardized scoring, testing criteria, policies, and workflows across all compliance domains.

Enterprise-Grade Data Security

Protect sensitive compliance data with SSO, 2FA, encryption, granular permissions, and detailed activity logs.

Regulatory & Framework Alignment

Support requirements from SOC 2, ISO 27001, HIPAA, GDPR, SOX, PCI, and CRI through structured, mapped workflows.

Risk & Control Integration

Link controls directly to risks, issues, and regulatory obligations for a complete compliance governance model.

Scalable Across Business Units & Frameworks

Start with one program and scale to enterprise-wide compliance across regions, divisions, and frameworks — without rebuilds.

Modernize Compliance Workflows With Automation and Connected Data

SmartSuite helps compliance teams eliminate spreadsheets and siloed tools.Standardize controls, automate evidence collection, and collaborate with legal, risk, audit, and IT — all in one platform.

Talk to a compliance expert
Watch the compliance demo

How the SmartSuite Platform Powers Compliance

SmartSuite connects frameworks, controls, evidence, and policies in one integrated environment — enabling compliance teams to operate with speed, accuracy, and confidence.

No-Code Configuration

Customize frameworks, controls, test plans, evidence forms, and workflows with intuitive drag-and-drop tools.

Example:
A Compliance Manager creates a new testing template for GDPR without developer support.
Automation Engine

Automate evidence requests, attestation workflows, approval routing, and recurring control tests.

Example:
When a control test deadline approaches, SmartSuite automatically alerts the assigned owner.
AI Assist for Compliance

Generate control narratives, summaries, regulatory responses, and evidence review notes instantly.

Example:
AI Assist drafts a SOC 2 readiness summary highlighting high-risk control gaps.
Linked Record Architecture

Connect frameworks, controls, risks, tests, evidence, policies, and issues for full traceability.

Example:
A failed control test automatically links to associated risks and triggers a remediation workflow.
Dashboards & Analytics

Monitor compliance posture, overdue actions, risks, and testing status through dynamic, real-time dashboards.

Example:
The CCO reviews a dashboard showing control gaps across business units.
Role-Based Permissions & Audit Logs

Protect sensitive compliance information with granular access controls and complete activity history.

Example:
Only designated reviewers can approve evidence submissions, with actions logged for audit use.
Explore the SmartSuite platform

Link Frameworks, Controls & Evidence for Complete Traceability

SmartSuite’s relational data model connects every compliance record — from obligations to controls, test results, evidence, issues, and remediation. This ensures comprehensive coverage and simplifies audits and regulatory reviews.

Powered by :
Linked Records
Framework Mapping
Evidence Management
Issue & Action Tracking
Frameworks and related control standards list with authoritative source, geography and evidence

Streamline Compliance Testing & Evidence Collection

SmartSuite centralizes control testing and evidence submission with structured workflows, automated tasks, and in-record communication. Compliance teams save time while improving consistency and accuracy.

Powered by :
Automations
Control Testing Workflows
Task Management
In-Record Collaboration
Control testing dashboard with failing controls, controls under assessment and effectiveness by business unit

Gain Continuous Compliance Insight Through Dashboards

Real-time dashboards give Compliance leadership deep insight into control effectiveness, overdue tasks, evidence status, and risk exposure — helping teams stay proactive and always audit-ready.

Powered by :
Dashboards & Reporting
Global Filters
Linked Records
KPI Scorecards
Compliance overview counting frameworks, mapped standards, implemented controls and collected evidence

AI Assist & Governance Strengthen Compliance Confidence

AI Assist accelerates documentation, reporting, and regulatory response, while SmartSuite governance tools — version control, audit logs, and permissions — ensure complete integrity and transparency across the compliance lifecycle.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History
AI document review automation that summarizes compliance documents with a custom prompt

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Data Architecture Framework

Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.

Workflow Orchestration Framework

Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.

Automation Framework

Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.

Artificial Intelligence Framework

Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.

SmartSuite
Platform
Designed for the way modern teams work  - fast, visual, and intuitive.
Secure Collaboration Framework

Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.

Enterprise Reporting Framework

Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.

Integrations Framework

Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.

Security & Governance Framework

Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

See how SmartSuite keeps data secure
Role-Based Access

Control visibility by user, role, or team.

Authentication

SSO, 2FA, and IP restrictions built-in.

Audit History

Track every change for 3+ years.

Compliance

SOC 2, GDPR, and enterprise governance ready.

Work Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

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The Platform That Unites Frameworks, Controls, and Evidence

SmartSuite combines automation, AI Assist, and linked records to streamline control testing, policy governance, and evidence management. Maintain full traceability across every compliance obligation and review cycle.

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Role-Based Capabilities for Compliance Excellence

SmartSuite empowers every role involved in compliance — from executives to analysts — with connected data, automation, and dashboards that strengthen oversight and ensure consistent execution.

Executive Leadership

Chief Compliance Officer

Chief Compliance Officer

Oversees enterprise compliance and ensures alignment with regulatory requirements across the organization.

Explore the Chief Compliance Officer role

  • Benefit statement

    SmartSuite gives CCOs full visibility into compliance posture, emerging risks, testing status, and framework readiness.

  • Benefit source

    Real-time dashboards, evidence workflows, unified control libraries, and framework mapping.

How they use the Compliance Management suite

Compliance program oversight

Monitors compliance activities, gaps, and testing progress across frameworks.

Framework alignment

Tracks readiness across standards such as ISO, SOC 2, SOX, GDPR, and industry regulations.

Executive & board reporting

Delivers audit-ready summaries and compliance posture reports to leadership.

General Counsel / Chief Legal Officer

General Counsel / Chief Legal Officer

Ensures compliance with legal obligations and risk-aligned decision-making.

Explore the General Counsel role

  • Benefit statement

    SmartSuite provides an integrated legal and compliance view — improving counsel’s ability to manage obligations and track issues.

  • Benefit source

    Linked legal requirements, workflows, and regulatory mapping.

How they use the Compliance Management suite

Policy governance

Reviews and approves compliance-related policies and updates.

Regulatory insight

Evaluates regulatory impact and compliance exposure across jurisdictions.

Issue tracking

Oversees remediation of compliance findings and legal risks.

Compliance Leadership

Compliance Director / Manager

Compliance Director / Manager

Manages day-to-day compliance operations including control testing, evidence review, policy updates, and reporting.

Explore the Compliance Director role

  • Benefit statement

    SmartSuite reduces workload and improves accuracy through unified workflows and automated follow-up.

  • Benefit source

    Control testing engine, automated reminders, linked records.

How they use the Compliance Management suite

Control testing

Schedules, executes, and tracks recurring control tests.

Evidence review

Validates submitted evidence for completeness and accuracy.

Framework mapping

Ensures controls are aligned to applicable regulatory frameworks.

Policy & Governance Manager

Policy & Governance Manager

Oversees policy creation, review, publication, and attestation.

Explore the Policy and Governance Manager role

  • Benefit statement

    SmartSuite centralizes policy lifecycle management, delivering consistency and complete traceability.

  • Benefit source

    Version control, attestation tracking, automated reviews.

How they use the Compliance Management suite

Policy lifecycle governance

Manages drafting, review, approval, and publication of policies.

Attestation tracking

Monitors employee acknowledgments and completion status.

Documentation control

Maintains audit-ready records of policy versions and approvals.

Operational Compliance Roles

Control Owner

Control Owner

Implements and maintains controls tied to risk mitigation and compliance requirements.

Explore the Control Owner role

  • Benefit statement

    SmartSuite gives control owners clarity on expectations, deadlines, and evidence requirements.

  • Benefit source

    Automated reminders, dashboards, linked evidence.

How they use the Compliance Management suite

Control execution

Performs assigned control activities on schedule.

Evidence submission

Uploads documentation supporting control effectiveness.

Review coordination

Responds to testing and validation requests.

Compliance Analyst

Compliance Analyst

Performs compliance assessments, collects evidence, documents test results, and prepares reporting.

Explore the Compliance Analyst role

  • Benefit statement

    SmartSuite streamlines analysis, documentation, and coordination with automated workflows.

  • Benefit source

    Templates, workflows, dashboards.

How they use the Compliance Management suite

Evidence review

Evaluates submissions for completeness and accuracy.

Testing execution

Conducts control tests and records results.

Issue logging

Documents findings and tracks remediation activities.

Cross-Functional & Departmental Roles

Risk Manager

Risk Manager

Works alongside Compliance to align risks, controls, and regulatory obligations.

Explore the Risk Manager role

  • Benefit statement

    SmartSuite bridges Risk, Compliance, and Audit functions through connected data models.

  • Benefit source

    Linked risk & control records, shared dashboards, and integrated issue management.

How they use the Compliance Management suite

Risk mapping

Links compliance obligations to enterprise risks.

Issue monitoring

Tracks remediation progress and residual risk.

Assurance coordination

Aligns compliance outcomes with audit and risk reporting.

IT / Security Team Member

IT / Security Team Member

Provides evidence, performs technical controls, and supports regulatory requirements.

  • Benefit statement

    SmartSuite simplifies coordination through automated tasks, clear deadlines, and linked obligations.

  • Benefit source

    Evidence workflows, test plans, activity history.

How they use the Compliance Management suite

Evidence Submission

Uploads technical artifacts and control documentation.

Technical Control Execution

Performs system-level or security-related controls.

Incident Alignment (if applicable)

Supports compliance investigations related to incidents (when applicable).

Built for Every Role in Compliance

Whether you’re a CCO, Compliance Manager, Policy Owner, or Analyst, SmartSuite provides the tools to manage obligations, map frameworks, collect evidence, and maintain oversight with confidence.

Schedule a team demo
Watch the compliance demo

Flexible Pricing Designed for Every Organization

Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

Solution-Based Pricing

is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

User-Based Pricing: Simplify Access Across Every Team

Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.

  • One per-user license for all SmartSuite solutions.
  • Ideal for organizations connecting workflows across departments.
  • Scalable across teams and business functions.
  • Available in Team, Pro, and Enterprise plan tiers.
Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
Explore pricing
Team
$15
seat / month billed annually
$20 billed monthly
Start free trial
For teams that need a better way to manage workflows
  • SmartSuite AI
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin
Professional
$32
seat / month billed annually
$36 billed monthly
Start free trial
For teams and departments who need more advanced features to manage their workflows.
  • SmartSuite AI
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin
Included Team Plan plus:
  • Folders
  • Gmail and Outlook Integrations
  • Advanced Permissions
Enterprise
Custom Pricing
Contact sales
For organizations that need scalable workflows with advanced features, security, and support.
  • SmartSuite AI
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin
Included Professional Plan plus:
  • SSO
  • SCIM User Provisioning
  • SCIM-Synced User Groups
  • Audit Logs
  • IP Address Restrictions
  • Data Loss Prevention (DPL)
  • European Data Residency
  • Premium Support

Solution-Based Pricing: Purpose-Built for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based Pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.

  • Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
  • Purpose-Built for Scale — Designed for enterprises managing thousands of users.
  • Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
  • Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
  • Audit Management
  • Issues Management
Operational Resilience
  • Operational Resilience
  • Business Impact Analysis (BIA)
  • Incident Management
  • Crisis Management
Risk Management
  • Enterprise Risk Management:
  • Third-Party Risk
  • Vendor Portal
  • Cyber Threat Management
  • RCSA (Risk & Control Self-Assessment):
  • Issues Management
  • Business Structure
  • Contract Management
Compliance Management
  • Policy Management
  • Regulatory Change Management
  • SOC 2 Compliance
  • CRI Profile Compliance
  • Control Framework & Regulatory Libraries
  • Compliance Assessments & Testing
  • ESG & Sustainability Management

Compare Our Pricing Models

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Compliance Programs of Every Size

SmartSuite offers both per-user and per-solution pricing options designed for growing or mature compliance programs. Scale your operations confidently with flexible plans for testing, evidence, policy management, and more.

Request a custom quote
Talk to sales

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

Video
Policy Management
Watch
Video
Issues Management
Watch
Video
Risk and Control Self-Assessment (RCSA)
Watch
Case Study
Regulated Enterprise — Centralized Compliance & Control Oversight
Read
Case Study
Financial Services Organization — Scalable Compliance Operations
Read
OVERVIEw VIDEO

See Compliance Management in Action

Watch how SmartSuite centralizes frameworks, controls, evidence, and policies — helping compliance teams streamline testing, automate workflows, and stay continuously audit-ready.

Watch the video

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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How MediaLab Transformed Operations and Minimized Risk with a Methodical SmartSuite Rollout

MediaLab 3D Solutions

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How Progettiamo Autonomia Runs Its Entire Manufacturing Business

Progettiamo Autonomia

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How MGT Scaled 150+ Projects and Simplified Reporting

How MGT Scaled 150+ Projects and Simplified Reporting

MGT (Layer3 Communications)

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Sustainability Engineering Firm – Australia

EnergyWise

Sustainability Engineering Firm – Australia

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Logistics Tech Agency – Latin America

Aduaeasy

Logistics Tech Agency – Latin America

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SmartSuite Academy

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Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
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Demo Center

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.
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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.
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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.
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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.
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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.
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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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Frequency Asked Questions

300+ Articles. One Knowledge Base.
Explore 300+ short, plain-language articles that explain SmartSuite features, concepts, and best practices in clear, simple language.
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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.
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What’s New

See what shipped.

Every new feature, improvement and announcement, with the plans each one is available on.
See all updates
Latest updates
Mobile: Data Schema Widget
October 5, 2026
Managed Secrets
October 5, 2026
AI: Updated Supported Models
September 28, 2026

Explore Further

Dive into key articles covering core topics in Governance, Risk, and Compliance to deepen your understanding and see SmartSuite in action.

All articles
About SmartSuite
What's new
What is Compliance Management?
What Is Regulatory Change Management?
What is Control Testing?
What is Compliance?
What is Governance?
What Is Control Mapping?
What is Compliance Monitoring?
What Is SOX Evidence Management?

Getting Started with SmartSuite

Play Getting Started with SmartSuite, part 1: Navigation
Part 1: Navigation

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

Play Getting Started with SmartSuite, part 2: Homepage
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.

Play Getting Started with SmartSuite, part 3: Views
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.

Play Getting Started with SmartSuite, part 4: Field Types
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.

Play Getting Started with SmartSuite, part 5: Dashboards
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.

Play Getting Started with SmartSuite, part 6: Automations
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.

Play Getting Started with SmartSuite, part 7: Permissions
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.

Play Getting Started with SmartSuite, part 8: SmartSuite AI
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.

Play Getting Started with SmartSuite, part 9: Formula Field
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.

Play Getting Started with SmartSuite, part 10: Power Search
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.

Play Getting Started with SmartSuite, part 11: Notifications
Part 11: Notifications

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

Play Getting Started with SmartSuite, part 12: Starred Items
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.

Resources to Help You Strengthen Compliance and Reduce Risk

Explore case studies, expert guides, and webinars showing how leading organizations use SmartSuite to streamline evidence management, reduce manual work, and improve compliance readiness.

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