SmartSuite  
Product Catalog

Explore SmartSuite’s complete catalog of productized solutions and platform features.
Each item represents a ready-to-deploy workflow or capability built on the SmartSuite Platform.
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Product Groups
AI Governance
Compliance Management
Cyber & IT Risk
Enterprise Risk Management
ESG Management
Internal Audit Management
Operational Resilience & Business Continuity
Privacy Management
SOX Management
Third Party Risk Management
psychology
AI Governance

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

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CRI AI RMF

Manage AI risk with CRI and NIST AI RMF using structured assessments, governance workflows, and real-time visibility into AI systems.

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Compliance Management
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Compliance Assessments & Testing

Manage assessment campaigns and testing schedules with a reusable question library, automated workflows, and centralized evidence collection to streamline 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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Cyber Threat Management

Identify and respond to cyber threats with real-time visibility, structured workflows, and integrated risk and incident management.

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Vulnerability Management (GRC)

Manage vulnerabilities based on business risk with asset context, real-time visibility, and structured remediation workflows across systems and applications.

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Post Quantum Security (PQS)

Prepare for quantum threats with cryptographic inventory, risk assessment, and structured migration planning across systems and vendors.

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Enterprise Risk Management
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Enterprise Risk Management (ERM)

Centralize enterprise risk management with real-time visibility, standardized assessments, and connected workflows that align risk, controls, and mitigation across your organization.

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Risk and Control Self-Assessment (RCSA)

Run structured risk and control assessments with consistent scoring, evidence tracking, and real-time visibility into risk exposure and control effectiveness.

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ESG & Sustainability Management

Track and report ESG performance with structured workflows, regulatory alignment, and real-time visibility into sustainability metrics and initiatives.

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Internal Audit Management
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Internal Audit Management

Plan, execute, and report on audits with complete assurance oversight — linking findings to risks, controls, and remediation actions in a single connected workspace.

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Operational Resilience & Business Continuity
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Business Impact Analysis (BIA)

Quantify the impact of disruptions, determine recovery objectives, and inform continuity strategies to strengthen organizational resilience.

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Crisis Management

Coordinate executive-level crisis response with structured workflows, real-time visibility, and aligned actions across leadership and operational teams.

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Enterprise Assets & Structure

Manage assets, applications, systems, and organizational structure in one unified model with clear ownership, relationships, and real-time visibility across your enterprise.

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Incident Management

Capture and resolve incidents with structured workflows, real-time visibility, and integrated response across risk, compliance, and operations.

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Operational Resilience

Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.

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Physical Security

Manage physical security across facilities, assets, and personnel with structured workflows, access control oversight, and real-time visibility into risks and incidents.

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Privacy Management
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Privacy Risk Management

Manage privacy risks with structured assessments, data visibility, and real-time alignment to global regulations and governance requirements.

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SOX Compliance

Manage SOX compliance with structured control testing, evidence tracking, and real-time visibility into financial reporting controls and audit readiness.

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Third Party Risk Management
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Contract Lifecycle Management (CLM)

Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.

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Third Party Risk

Standardize vendor due diligence, centralize assessments, and monitor ongoing risk exposure to ensure supplier reliability and compliance.

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Vendor Portal

Enable secure vendor collaboration with structured workflows, controlled access, and real-time visibility into assessments and compliance activities.

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Product Groups
Enterprise Service Desk (ESM)
IT Asset Management (ITAM)
IT Operations Management (ITOM)
IT Service Management (ITSM)
Enterprise Service Desk (ESM)
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Knowledge Management

Centralize and deliver knowledge across service workflows with structured content, real-time access, and integration into support and operations processes.

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Service Catalog

Define and deliver services with a centralized catalog, structured request forms, and automated workflows across your organization.

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Service Desk & Request Portal

Manage tickets, service requests, and fulfillment workflows with a centralized service desk, self-service portal, and automated operations.

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IT Asset Management (ITAM)
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IT Asset Management

Track and manage IT assets across their lifecycle with full visibility into inventory, ownership, usage, and performance.

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IT Operations Management (ITOM)
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Configuration Management (CMDB)

Track systems, applications, and dependencies with a centralized CMDB that powers incident, change, and service workflows.

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Event & Alert Management

Ingest and act on actionable alerts with automated routing, incident triggers, and real-time visibility across systems and services.

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IT Operations Planning & Analytics

Monitor, analyze, and optimize IT operations with real-time dashboards, performance metrics, and data-driven planning across services.

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On-Call Management

Manage on-call schedules, alerts, and escalation workflows to ensure rapid response to incidents and maintain service availability.

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Release Management

Plan and deploy releases with structured workflows, scheduling, and real-time visibility across systems and environments.

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Vulnerability Management

Identify, prioritize, and remediate vulnerabilities across systems and applications with automated workflows, SLA tracking, and real-time operational visibility.

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IT Service Management (ITSM)
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Change Management

Plan, approve, and implement changes with structured workflows, risk controls, and real-time visibility across systems and services.

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IT Incident Management

Detect and resolve IT incidents quickly with structured workflows, SLA tracking, and real-time visibility across systems and service operations.

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Problem Management

Identify root causes and prevent recurring issues with structured workflows, trend analysis, and real-time visibility across systems and incidents.

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Service Level Management (SLAs)

Define and track SLAs with real-time monitoring, automated alerts, and performance dashboards to ensure consistent, high-quality service delivery.

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Product Groups
Portfolio & Financial Management
Project Intake & Approvals
Project & Program Execution
Strategy & Planning
Portfolio & Financial Management
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Portfolio Management

Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.

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Project Financial Management

Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.

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Time & Effort Tracking

Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.

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Project Intake & Approvals
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Project Intake and Approvals

Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.

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Project & Program Execution
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Agile Product Management

Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.

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Project Management

Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.

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Resource Management

Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.

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Program Management

Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.

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Strategy & Planning
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Strategic Roadmapping

Plan and visualize strategic initiatives over time with connected roadmaps aligned to execution, resources, and priorities.

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Strategy & OKR Management

Define strategy, align OKRs, and track outcomes with real-time visibility across teams and initiatives.

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Product Groups
Finance Operations
Higher Education Operations
Legal Operations
Marketing Operations
People Operations
Procurement Operations
Product Management Operations
Real Estate Operations
Revenue Operations
Sales Operations
Finance Operations
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Budget Planning & Management

Plan, allocate, and track budgets with real-time visibility into financial performance and spending.

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Expense & Reimbursement Management

Capture, approve, and reimburse expenses with automated workflows and real-time visibility.

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Higher Education Operations
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Academic Curriculum & Scheduling Hub

Manage curriculum, course planning, and scheduling with real-time visibility across departments and academic programs.

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Assessments & Accreditation

Manage outcomes, accreditation, and continuous improvement with a centralized, audit-ready platform for higher education.

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Faculty & Staff Management

Manage faculty assignments, workloads, and staff responsibilities with real-time visibility across departments and academic operations.

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Finance & Administration

Manage financial requests, budgets, procurement, and vendors with a centralized platform for higher education institutions.

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People Operations Hub

Manage people, roles, and relationships with a centralized system of record for higher education institutions.

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Research & Grants Management

Manage research projects, grant lifecycles, and funding workflows with real-time visibility across teams and compliance requirements.

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Student Services & Case Management

Manage student cases, requests, and services with real-time visibility across departments and student journeys.

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Vendor Management (Higher Ed)

Manage vendors, contracts, and procurement workflows with a centralized platform for higher education institutions.

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Legal Operations
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Entity & Corporate Governance Management

Manage legal entities, governance, and compliance with a centralized platform for corporate structure and oversight.

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Legal Matter Management

Track and manage legal matters, cases, and workflows with real-time visibility across legal operations.

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Legal Requests & Intake

Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.

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Legal Spend & Outside Counsel Management

Track legal spend, manage outside counsel, and optimize costs with real-time visibility and financial control.

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Marketing Operations
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Campaign Performance & Marketing Analytics

Track campaign performance, measure ROI, and gain real-time marketing insights across channels.

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Campaign Planning & Management

Plan, execute, and track marketing campaigns with structured workflows and real-time visibility.

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Content & Asset Management

Create, manage, and organize marketing content with structured workflows and real-time visibility.

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Marketing Requests

Capture and manage marketing requests with structured workflows and real-time visibility across teams.

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People Operations
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Employee Engagement & Surveys

Capture employee feedback, measure engagement, and drive improvement with surveys and real-time insights.

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Employee Lifecycle Management

Manage the full employee lifecycle with structured workflows and real-time visibility across hiring, onboarding, and transitions.

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HR Requests & Case Management

Capture and manage HR requests with structured workflows and real-time visibility across employee services.

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Onboarding & Offboarding Management

Automate onboarding and offboarding with structured workflows and real-time visibility across teams.

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Performance & Goal Management

Manage employee goals and performance with structured reviews and real-time visibility.

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Workforce Planning & Headcount Management

Plan and manage workforce growth with real-time visibility into headcount, hiring, and organizational structure.

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Procurement Operations
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Procurement Requests & Intake

Capture and manage procurement requests with structured intake, automated approvals, and real-time visibility.

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Purchase Orders & Procurement

Create and manage purchase orders with real-time visibility into procurement execution, vendors, and financial impact.

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Sourcing & Supplier Selection

Manage RFPs, evaluate suppliers, and select vendors with structured workflows and real-time visibility.

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payments
Spend & Procurement Analytics

Analyze spend, track vendor performance, and gain real-time insight into procurement activity across the organization.

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Vendor & Supplier Management

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

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Product Management Operations
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Customer Feedback & Feature Requests

Capture customer feedback and manage feature requests with a centralized, connected system.

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Product Analytics & Insights

Measure product performance, track feature adoption, and gain actionable insights with real-time analytics.

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Product Backlog & Feature Management

Capture, prioritize, and manage product features with a centralized backlog and real-time visibility.

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Product Strategy & Roadmapping

Define product strategy, prioritize initiatives, and manage roadmaps with real-time visibility and alignment across teams.

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Release Management & Planning

Plan and manage product releases with structured workflows and real-time visibility across teams.

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Real Estate Operations
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Facilities & Maintenance Management

Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.

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Lease Management

Track lease agreements, timelines, and financial obligations with real-time visibility and automated workflows.

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Property & Portfolio Management

Manage properties and portfolios with centralized visibility into assets, performance, and operations.

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Tenant & Occupancy Management

Manage tenants and track occupancy with real-time visibility into space utilization and relationships.

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Revenue Operations
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Customer Lifecycle & Success Management

Manage the full customer lifecycle with real-time visibility into onboarding, engagement, and growth.

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Revenue Operations & Forecasting

Forecast revenue, manage pipeline, and align teams with real-time visibility and analytics.

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Sales Playbooks & Execution Management

Standardize sales execution with playbooks, workflows, and real-time visibility into deal progress.

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Sales Operations
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Quote Management

Create, approve, and track quotes with structured workflows, pricing controls, and real-time pipeline visibility.

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Proposal Management

Create, manage, and deliver professional proposals with structured workflows and real-time visibility.

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Sales CRM

Manage leads, accounts, and opportunities with a connected CRM and real-time pipeline visibility.

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Territory & Account Assignment

Define territories and assign accounts with automated routing and real-time visibility across sales teams.

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Frequently Asked Questions

Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.

What are SmartSuite Solutions?

SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM.
Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows

Can SmartSuite Solutions be customized for our unique processes?

Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.

How do SmartSuite Solutions integrate with our existing systems?

SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.

Are SmartSuite Solutions secure and compliant for enterprise use?

Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.

Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.

How long does it take to implement a SmartSuite Solution?

Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.

Can we build our own Solutions from scratch?

Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.

Let’s Talk About Transforming Your Workflows

Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.