Modernizing ESG Management
Build a sustainable future with a platform that connects environmental, social, and governance data in one place. SmartSuite simplifies ESG reporting, compliance tracking, and performance measurement — helping organizations operate responsibly and meet evolving stakeholder expectations.
One Platform for Connected ESG Management
SmartSuite unifies all ESG initiatives — from data collection and reporting to risk assessment and goal tracking — into one connected workspace. Align your sustainability goals with governance and compliance requirements while improving transparency, accountability, and performance across your organization.
Data Centralization
Collect and manage ESG metrics across departments and regions in a single platform.
Framework Alignment
Map activities and disclosures to recognized ESG frameworks like GRI, SASB, and TCFD.
Performance Tracking
Measure progress against ESG goals and key performance indicators.
Reporting & Transparency
Automate ESG reporting and share results with stakeholders confidently.
Core Capabilities of the ESG Management Suite
SmartSuite provides a complete solution for managing ESG data, compliance, and performance. From environmental impact reporting to social initiatives and governance tracking, all data lives in one integrated system.
Manage ESG programs and reporting with clarity, accountability, and confidence.
Centralize ESG initiatives, metrics, disclosures, and evidence in one connected workspace. SmartSuite links environmental, social, and governance activities to owners, KPIs, and reporting requirements—providing real-time visibility, audit-ready documentation, and consistent progress across ESG frameworks.
Centralize ESG Data and Reporting
Eliminate data silos with a unified ESG data model. Capture environmental, social, and governance metrics from across your organization for complete transparency.
Highlights:
- Unified ESG database for all departments
- Linked records for initiatives, metrics, and disclosures
- Configurable data models for industry-specific ESG reporting
Align with Leading Frameworks
Simplify compliance with global ESG standards like GRI, SASB, CDP, and TCFD. SmartSuite helps you map internal initiatives to recognized frameworks with ease.
Highlights:
- Pre-configured framework templates
- Linked KPIs and disclosure elements
- Gap analysis and progress tracking
Track Progress Toward ESG Goals
Define goals, measure results, and visualize performance in real time. SmartSuite dashboards provide clarity into sustainability metrics and targets.
Highlights:
- Real-time dashboards and progress indicators
- KPI tracking across environmental and social programs
- Customizable reporting for internal and external audiences
Manage ESG Risks and Opportunities
Identify and mitigate ESG-related risks while uncovering opportunities for improvement and innovation.
Highlights:
- Risk register integrated with ESG objectives
- Assessment workflows and mitigation tracking
- Linked records to compliance and audit processes
Enhance Stakeholder Transparency
Build trust through transparent reporting and clear communication. SmartSuite automates disclosures and ensures audit-ready documentation.
Highlights:
- Automated ESG disclosure reporting
- Stakeholder dashboards and shareable summaries
- Audit trails and document version control
Built For Modern ESG Teams
SmartSuite brings enterprise-grade ESG management with consumer-grade usability. Choose the rollout path that fits your ESG program today—and expand as reporting requirements, data sources, and stakeholder expectations evolve.
Adopt a Single Capability
Begin with ESG Initiatives Tracking, ESG Metrics Collection, or Disclosure Evidence Management—prove value fast and expand from there.
Roll Out a Full Category
Enable ESG Management end-to-end—connecting initiatives, owners, KPIs, frameworks, and evidence with consistent workflows and reporting.
Deploy the Entire ESG Suite
Standardize ESG oversight with centralized metrics, audit-ready evidence, and real-time dashboards—delivering confident disclosures and measurable progress across the enterprise.
See How SmartSuite Simplifies ESG Management and Reporting
Experience how SmartSuite connects sustainability, social impact, and governance initiatives in one unified platform. Collect data, track metrics, and report performance with confidence — all while aligning teams and stakeholders around shared goals.
The Connected Value of SmartSuite GRC
Quantifiable improvements achieved when organizations unify risk, compliance, and audit workflows in SmartSuite.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster ESG Reporting & Disclosure Cycles
Centralized data capture, pre-configured frameworks, and automated evidence collection reduce reporting time for CSRD, GRI, SASB, and SEC climate disclosures.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Reduction in Manual ESG Data Collection & Consolidation
Workflow-driven data collection and integrated data sources eliminate spreadsheet-driven processes and manual consolidation.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
Improved Audit Preparation Efficiency
Unified dashboards provide real-time insights into environmental performance, social initiatives, ethical governance, and compliance status.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Higher Compliance With Emerging ESG Regulations & Frameworks
Structured frameworks, mapped disclosures, and audit-ready documentation reduce compliance gaps and support ongoing readiness.
Key Benefits of the ESG Management Solution Suite
ESG programs require connected data, structured governance, cross-functional alignment, and audit-ready reporting. SmartSuite brings all ESG activities into a single platform — improving transparency, increasing efficiency, and strengthening stakeholder confidence.
ESG Visibility, Framework Alignment & Performance Insight
Centralize environmental, social, and governance data points — including emissions, diversity metrics, audits, initiatives, risks, and goals.
Track performance trends, risk indicators, progress against targets, and compliance status across all ESG domains.
Align ESG data to frameworks like CSRD, GRI, SASB, TCFD, CDP, and SEC climate requirements with structured mapping tools.
Give Sustainability, Finance, Legal, HR, Operations, and Leadership teams a unified view of ESG metrics, tasks, and risks.
Document stakeholder expectations and prioritize ESG issues using structured, repeatable workflows.
Track initiatives, ownership, timelines, and performance in one connected system.
Workflow Efficiency, Automation & Data Collection Accuracy
Use recurring workflows and automated requests to collect data from multiple departments without manual follow-up.
Use configured templates for annual ESG reports, internal dashboards, regulatory filings, and assurance documentation.
Track sustainability initiatives, DEI programs, governance improvements, and environmental projects in structured workflows.
Collect policies, certifications, metrics, calculations, and evidence in a centralized repository with version control.
Gather third-party sustainability data using automated questionnaires and linked vendor records.
Use AI Assist to draft disclosures, summarize ESG data, or generate insight reports for executives and regulators.
Governance, Compliance Assurance & Stakeholder Confidence
Maintain complete histories of metrics, evidence, assessments, calculations, and approvals for internal or external audit.
Assign ESG owners, reviewers, and approvers with clear responsibilities and automated governance workflows.
Connect ESG risks, regulatory requirements, and remediation tasks for full context and improved reporting quality.
Protect sensitive ESG data with granular permissions, encryption, SSO/2FA, IP restrictions, and activity logs.
Support local, regional, and global ESG programs within one extensible platform.
Customize ESG workflows, metrics, scoring models, and reporting templates — no technical resources required.
Turn ESG Goals into Measurable Business Outcomes
SmartSuite helps you centralize ESG data, automate reporting, and collaborate across departments. Break down silos between sustainability, compliance, and operations to drive accountability and impact.
How the SmartSuite Platform Powers ESG Management
SmartSuite brings ESG strategy, data, and reporting together in one platform. With automation, AI insights, and flexible no-code configuration, organizations can measure progress, align to global frameworks, and demonstrate their impact with confidence.
Tailor ESG tracking systems to match your organization’s sustainability goals and metrics.
Automate ESG data collection, review, and reporting processes.
Generate ESG summaries, map disclosures to frameworks, and draft narrative sections for sustainability reports.
Connect ESG initiatives, metrics, frameworks, and evidence in one structured data model.
Visualize sustainability progress and performance in real time across environmental, social, and governance categories.
Sync SmartSuite with carbon tracking tools, HR systems, and external databases to ensure accurate and timely data collection.
Connect ESG Data Across the Enterprise
SmartSuite consolidates ESG data into one connected platform. By linking environmental metrics, social programs, and governance initiatives, organizations gain a holistic view of performance and can demonstrate alignment to global sustainability standards.
Automate ESG Data Collection and Validation
SmartSuite’s automation engine eliminates manual reporting cycles by routing data collection, validation, and review processes automatically. Teams save time while improving accuracy and audit readiness.
Simplify Reporting and Framework Alignment
SmartSuite makes ESG reporting simple. Data collected in the platform automatically maps to frameworks like GRI, SASB, CDP, or TCFD. Reports can be generated instantly, with traceable evidence for every disclosure.
AI Assist and Governance for Sustainable Performance
AI Assist helps ESG teams write reports, identify insights, and align disclosures to multiple frameworks. Combined with SmartSuite’s built-in governance controls — including role-based permissions and audit logs — sustainability leaders can ensure accuracy and accountability in every disclosure.
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.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
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.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — 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.
The Platform That Connects Sustainability, Compliance, and Data
SmartSuite brings ESG data, frameworks, and reporting tools together in one secure platform. Automate data collection, standardize reporting across GRI, SASB, or CSRD, and visualize progress in real time.
Role-Based Capabilities for ESG Management
SmartSuite empowers every role in the ESG ecosystem — from executives setting sustainability goals to analysts managing data — to collect, align, and report on environmental, social, and governance performance with confidence.
Executive Leadership
ESG Program Leadership
Analytics & Data Roles
Operational & Departmental Users
Built for Every Role Driving ESG Performance
Whether you’re a Chief Sustainability Officer, ESG Analyst, or Compliance Leader, SmartSuite gives you the tools to measure progress, collaborate with stakeholders, and manage ESG programs with precision.
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.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- 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.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract 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
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
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.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
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.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing, Tailored to Your GRC Program
SmartSuite offers customizable pricing to fit the complexity of your ESG initiatives. Whether you’re tracking a few key metrics or managing global reporting requirements, choose a plan that grows with your organization.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
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.
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.
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.
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.
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.
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.
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.
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.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
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 Lead on Sustainability and Governance
Explore guides, webinars, and customer stories that show how leading organizations use SmartSuite to simplify ESG data management, strengthen transparency, and achieve measurable impact.