IT Asset Management (ITAM)

Modernizing IT Asset Management (ITAM)

SmartSuite gives IT and Finance a shared system to track hardware, software, and licenses with complete lifecycle visibility. Centralize ownership, location, status, and cost context so teams can reduce waste, support audits, and make smarter decisions across procurement, deployment, and refresh cycles.

One Platform for Connected IT Asset Visibility

SmartSuite centralizes IT asset inventory, ownership, lifecycle status, and renewals in one connected workspace. IT, Finance, and Procurement teams share a single source of truth—improving operational visibility, reducing redundant spend, and enabling confident lifecycle decisions.

Asset Inventory

Maintain accurate hardware, software, and license records with ownership.

Lifecycle Tracking

Track assignments, refresh cycles, and retirements across the asset lifecycle.

Renewal Visibility

Monitor warranties, renewals, and key dates with automated reminders.

Spend Insight

Identify waste and optimize purchasing with real-time dashboards.

Capabilities in the IT Asset Management Suite

SmartSuite provides the core capabilities IT and Finance teams need to manage assets reliably—covering inventory accuracy, lifecycle control, renewals, and operational visibility.

Gain control over IT assets with complete visibility and lifecycle governance.

Centralize hardware, software, licenses, ownership, and lifecycle status in one connected workspace. SmartSuite links IT assets to vendors, purchases, and changes—providing accurate inventories, reduced waste, and confident asset decisions across the organization.

Centralize IT Asset Inventory Across the Organization

Maintain an accurate, structured inventory of hardware, software, and licenses in one place.

Highlights:

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    Unified asset records across devices, software, and licenses
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    Standard fields for status, category, and lifecycle stage
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    Role-based views for IT, Finance, and Procurement

Track Ownership, Location, and Lifecycle Status

Ensure every asset has clear accountability from purchase through retirement.

Highlights:

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    Assigned owner, department, and location tracking
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    Lifecycle workflows for provisioning, reassignment, and retirement
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    Audit-ready history of updates and changes

Manage Renewals, Warranties, and Key Dates

Avoid missed renewals and last-minute surprises with proactive lifecycle planning.

Highlights:

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    Renewal windows, notice periods, and warranty tracking
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    Automated reminders and escalation workflows
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    Dashboards for upcoming renewals and end-of-life items

Improve Procurement Visibility and Vendor Governance

Link assets to vendors, purchasing records, and basic license allocations for better control.

Highlights:

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    Vendor association and purchase metadata in asset records
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    Basic license allocation tracking and renewals
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    Spend visibility for budget and procurement planning

Connect Assets to Service and Operations Workflows

When ready, link assets to incidents, changes, and maintenance events for deeper operational insight.

Highlights:

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    Asset linkage to incidents and service requests
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    Change impact visibility through connected records
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    Maintenance and repair history tied to the asset lifecycle

Built For Modern IT Asset Teams

SmartSuite brings enterprise-grade IT asset visibility with consumer-grade usability. Start with the asset tracking you need today—then expand into lifecycle governance and cross-team visibility as your program grows.

Start Small

Adopt a Single Capability

Begin with Hardware Inventory, Software & License Tracking, or Asset Lifecycle Status—prove value quickly and expand from there.

Scale Confidently

Roll Out a Full Category

Enable IT Asset Management end-to-end—tracking ownership, location, lifecycle, renewals, and vendor associations in one structured system.

Unify Everything

Connect Across IT Operations and Service Workflows

Link assets to incidents, changes, and releases for better impact visibility—creating a connected operational foundation as your IT maturity evolves.

Frequently Asked Questions

Answers to common questions about how SmartSuite supports asset visibility, lifecycle control, and renewals.

See How SmartSuite Modernizes IT Asset Visibility

Experience a connected asset system where hardware, software, licenses, ownership, and lifecycle status are always accurate and accessible.

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The Connected Value of SmartSuite IT Asset Management

Quantifiable improvements achieved when organizations centralize IT asset inventory, lifecycle status, and ownership data in SmartSuite.

33%
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Source: Gartner IT Asset Management Benchmark, 2023 — centralized asset platforms improved inventory accuracy by 30–35%.

Improved Asset Inventory Accuracy

A single structured system reduces spreadsheet drift and improves confidence in what assets exist, where they are, and who owns them.

30%
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Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.

Reduction in Asset Waste and Redundant Spend

Better visibility into unused devices, duplicate software, and lifecycle state reduces unnecessary purchases.

32%
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Source: McKinsey IT Operations Planning Study, 2022 — lifecycle governance improved planning efficiency by ~32%.

Faster Refresh and Renewal Planning

Lifecycle tracking and renewal alerts reduce last-minute procurement and unplanned downtime from aging assets.

36%
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Source: BCG IT-Finance Operating Model Study, 2023 — shared asset governance improved alignment by 30–36%.

Better Alignment Between IT and Finance/Procurement

Shared asset visibility improves coordination across purchasing, budgeting, depreciation, and operational ownership.

Key Benefits of the IT Asset Management Suite

SmartSuite helps IT, Finance, and Procurement maintain a clean, accurate view of IT assets—while improving lifecycle control and reducing operational friction.

Asset Visibility, Ownership & Lifecycle Control

Centralized Asset Inventory

Track hardware, software, and licenses with consistent records and ownership.

Clear Ownership & Location Tracking

Maintain assigned users, departments, physical locations, and asset status.

Lifecycle Status Management

Track procurement → deployment → active use → repair → retirement with complete history.

Vendor & Purchase Context

Link assets to vendors, contracts, purchase dates, costs, and renewal terms.

Role-Based Dashboards

IT sees operational detail, Finance sees spend and renewals, Procurement sees vendor and purchasing activity.

Improved Inventory Accuracy

Reduce duplicate records and stale data with a single system of record.

Operational Efficiency & Planning

Refresh Planning and End-of-Life Management

Plan refresh cycles and avoid surprises with lifecycle milestones and alerts.

Basic Software & License Tracking

Track license ownership, allocation, renewal dates, and basic compliance posture.

Assignment & Return Workflows

Standardize provisioning, reassignments, and returns through structured workflows.

Issue Tracking for Repairs and Exceptions

Log maintenance, repairs, and exceptions tied to the asset record.

AI-Assisted Summaries

Use AI Assist to generate asset summaries, renewal briefs, or refresh planning insights.

Reduced Manual Coordination

Eliminate spreadsheets and ad hoc tracking across IT, Finance, and Procurement.

Governance & Reporting (secondary emphasis)

Audit-Ready Asset History

Maintain changes, ownership updates, and lifecycle transitions with full traceability.

Renewal & Obligation Visibility

Track renewal windows, notice periods, and warranties with automated reminders.

Cross-System Consistency

Ensure that asset records stay reliable across service, procurement, and operations workflows.

Scalable Across Departments & Locations

Support multi-site IT organizations with consistent records and governance.

No-Code Adaptability

Adjust fields, views, and workflows as requirements evolve—without engineering support.

Confident Compliance Support

Provide accurate asset data to support audits, reviews, and internal controls.

Improve Asset Accuracy, Reduce Waste, and Strengthen Control

SmartSuite replaces spreadsheet-driven tracking with structured inventories, lifecycle workflows, and dashboards that support smarter asset decisions.

How the SmartSuite Platform Powers IT Asset Management

SmartSuite connects asset records, lifecycle workflows, renewals, and stakeholder reporting—creating a reliable system of record for IT, Finance, and Procurement.

No-Code Configuration

Customize asset fields, lifecycle stages, dashboards, and workflows without engineering.

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Example:
An IT Asset Manager adds custom lifecycle stages for “Staging” and “Loaner” devices and updates dashboards to reflect new asset states without developer support.
Automation Engine

Automate renewal reminders, lifecycle transitions, ownership updates, and escalations.

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Example:
When an asset approaches warranty expiration, SmartSuite automatically notifies IT and Procurement and assigns a renewal review task.
AI Assist for Asset Insights

Generate asset summaries, renewal briefs, or lifecycle planning recommendations instantly.

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Example:
AI Assist creates a summary highlighting assets nearing end-of-life and recommends candidates for refresh planning.
Linked Record Architecture

Connect assets → vendors → purchases → renewals → requests → changes when needed.

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Example:
LorA laptop asset record links directly to its vendor contract, purchase order, service requests, and any related change records.em Ipsum
Dashboards & Analytics

Track inventory accuracy, lifecycle distribution, renewals, and asset health in real time.

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Example:
Finance reviews dashboards showing upcoming renewals, asset age distribution, and spend by vendor or category.
Permissions & Governance Controls

Control access to financial and operational asset data with role-based permissions and audit trails.

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Example:
Procurement can view cost and renewal details, while support teams see only operational asset attributes.

Connect Assets to People, Vendors, and Lifecycle Workflows

SmartSuite links assets to owners, locations, vendors, and lifecycle stages so teams have complete context.

Powered by :
Linked Records
Asset Inventory
Vendor & Purchase Context
Field Types

Automate Renewal and Lifecycle Governance

Automations reduce missed renewals and ensure lifecycle actions occur on time with accountability.

Powered by :
Automations
Notifications
Approval Workflows
Renewal & Warranty Management

Gain Real-Time Visibility Into Asset Health and Spend

Dashboards provide visibility into asset status, renewals, and lifecycle distribution across the organization.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates

AI Assist & Governance Strengthen Asset Control

AI accelerates summaries and planning while governance controls ensure accuracy and traceability.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History

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.

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.

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Role-Based Access

Control visibility by user, role, or team.

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Authentication

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

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Audit History

Track every change for 3+ years.

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Compliance

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.

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The Platform That Connects Assets, Vendors, and Lifecycle Workflows

SmartSuite links assets to owners, locations, purchases, renewals, and lifecycle stages—creating full visibility and cleaner governance.

Role-Based Capabilities for IT Asset Management

SmartSuite empowers IT Operations, Finance, and Procurement teams with a shared system for asset visibility, lifecycle tracking, renewals, and reporting.

Executive Leadership

IT, Finance & Procurement Leadership

Operational Roles

Built for IT, Finance, and Procurement Stakeholders

Whether you manage devices, budgets, renewals, or procurement, SmartSuite provides role-based visibility into asset health, cost, and lifecycle decisions.

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.

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User-Based Pricing

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

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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.

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    One per-user license for all SmartSuite solutions.
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    Ideal for organizations connecting workflows across departments.
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    Seamlessly scalable across teams and business functions.
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    Available in Team, Pro, and Enterprise plan tiers.
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Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$12
seat / month
Total $36 / month billed annually
For teams that need a better way to manage workflows
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    SmartSuite AI
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    Min 3 Billable Users
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    Unlimited Solutions
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    5,000 Records per Solution
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    50GB of File Storage
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    30 Days Recycle Bin
Professional
$24
seat / month
Total $90 / month billed annually
For teams and departments who need more advanced features to manage their workflows.
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    SmartSuite AI
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    Min 5 Billable Users
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    Unlimited Solutions
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    100,000 Records per Solution
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    100GB of File Storage
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    45 Days Recycle Bin
Included Team Plan plus:
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    Folders
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    Gmail and Outlook Integrations
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    Advanced Permissions
Enterprise
$45
seat / month
Total $135 / month billed annually
For organizations that need scalable workflows with advanced features, security, and support.
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    SmartSuite AI
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    Min 10 Billable Users
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    Unlimited Solutions
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    400,000 Records per Solution
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    500GB of File Storage
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    60 Days Recycle Bin
Included Professional Plan plus:
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    SSO
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    SCIM User Provisioning
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    SCIM-Synced User Groups
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    Audit Logs
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    IP Address Restrictions
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    Data Loss Prevention (DPL)
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    European Data Residency
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    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.

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    Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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    Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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    Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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    Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
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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
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    Audit Management
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    Issues Management
Operational Resilience
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    Operational Resilience
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    Business Impact Analysis (BIA)
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    Incident Management
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    Crisis Management
Risk Management
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    Enterprise Risk Management:
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    Third-Party Risk
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    Vendor Portal
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    Cyber Threat Management
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    RCSA (Risk & Control Self-Assessment):
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    Issues Management
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    Business Structure
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    Contract Management
Compliance Management
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    Policy Management
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    Regulatory Change Management
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    SOC 2 Compliance
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    CRI Profile Compliance
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    Control Framework & Regulatory Libraries
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    Compliance Assessments & Testing
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    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 Asset Programs of Any Size

Choose per-user or per-solution pricing that scales across IT, Finance, and procurement operations.

Featured Resources

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

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Getting Started with SmartSuite

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Part 1: Navigation

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

Part 11: Notifications

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

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 Improve IT Asset Visibility and Lifecycle Control

Explore templates, best practices, and guides for ITAM, lifecycle governance, refresh planning, and license tracking.