Real Estate Operations

Modernizing Real Estate Operations

SmartSuite centralizes property workflows, leasing pipelines, tenant communication, maintenance, financial reporting, and portfolio insights — giving real estate teams the visibility, automation, and consistency they need to operate at scale.

Summarize with
ClaudeChatGPTPerplexityGoogle AI Mode

One Platform for Connected Real Estate Operations

SmartSuite centralizes property data, leasing activity, maintenance workflows, tenant interactions, financial visibility, and construction handoffs — helping real estate teams operate efficiently and scale with confidence.

Portfolio Dashboards

Track occupancy, NOI, expenses, and property performance.

Leasing Workflows

Manage deals, renewals, approvals, and handoffs.

Work Orders

Track tasks, SLAs, and vendor performance.

Operational Handoffs

Standardize workflows between development and property teams.

Business Operations

Real Estate Operations Products

Facilities & Maintenance Management
Manage maintenance requests, work orders, and facility operations with real-time visibility and automated workflows.
Lease Management
Track lease agreements, key dates, and financial obligations with linked property and tenant records, date-based reminders, and dashboards.
Property & Portfolio Management
Manage properties, portfolios, and locations with one record per asset and dashboards for performance and operations across your real estate footprint.
Tenant & Occupancy Management
Manage tenants and track occupancy with real-time visibility into space utilization and relationships.

Core Capabilities of the  Real Estate Operations Suite

SmartSuite provides the tools needed to manage properties, tenants, construction, vendors, and financial operations in one system.

Manage real estate operations with centralized oversight and operational confidence.

Unify property portfolios, leases, maintenance activities, inspections, and vendor coordination in one workspace. SmartSuite links real estate operations to assets, obligations, and approvals—providing real-time visibility, reduced risk, and consistent execution across locations and properties.

Property Portfolio Management

Manage properties, locations, ownership details, and portfolio structures with centralized visibility.

Lease Administration & Deal Tracking

Track leases, renewals, amendments, expirations, and deal stages with automated reminders and approvals.

Maintenance & Work Order Management

Capture, assign, and track maintenance requests, work orders, and vendor activities end to end.

Tenant Communications & Requests

Centralize tenant inquiries, service requests, and communications with clear ownership and status tracking.

Construction-to-Operations Handoff

Standardize handoff from development or construction into ongoing property operations with documented checklists and approvals.

Real Estate Financial & Performance Dashboards

Monitor occupancy, rent rolls, expenses, NOI, and portfolio performance in real time.

Vendor & Service Provider Management

Manage service vendors, contracts, SLAs, compliance documents, and performance across properties.

Compliance, Inspections & Obligation Tracking

Track inspections, safety checks, regulatory requirements, and lease or policy obligations with audit-ready history.

Streamline Property & Portfolio Management

Centralize data across properties, regions, and portfolios for complete visibility.

Highlights:

  • Portfolio dashboards
  • Centralized records
  • Multi-property views
Property list grouped by commercial and residential type with address
Lease tracker grouping units by property with tenant, lease status, lease term and monthly rent

Accelerate Leasing & Deal Pipeline Execution

Track leasing stages, documents, and approvals with full transparency.

Highlights:

  • Deal pipelines
  • Renewal workflows
  • Document management

Improve Tenant Experience & Communication

Create structured workflows for tenant communication, feedback, and requests.

Highlights:

  • Tenant communication logs
  • Service request workflows
  • Automated updates
Property requests kanban by status for leaks, move-ins and repairs
Tenants overview grouped by property with contact details, tenant status and signed lease agreements

Connect Real Estate, Construction, Finance & Operations

Break down silos with linked records across departments.

Highlights:

  • Linked construction handoffs
  • Financial integration
  • Unified dashboards

Built For Modern Real Estate Operations Teams

SmartSuite brings enterprise-grade real estate operations management with consumer-grade usability. Choose the rollout path that fits your portfolio today—and expand as properties, leases, and operational complexity grow.

Start Small

Adopt a Single Capability

Begin with Lease Tracking, Property Maintenance, or Inspection Management—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable real estate operations end-to-end—connecting properties, leases, maintenance activities, vendors, and approvals in one coordinated system.

Unify Everything

Deploy the Entire Real Estate Operations Suite

Standardize real estate oversight with linked assets, obligations, workflows, and dashboards—delivering live visibility, reduced risk, and consistent execution across your entire property portfolio.

Frequently Asked Questions

Answers to common questions about how SmartSuite enhances collaboration, visibility, and efficiency across real estate and property operations teams.

SmartSuite unifies properties, leases, deals, maintenance tasks, and financial data in one platform — ensuring that all teams operate from the same real-time source of truth.

‍

Shared dashboards, cross-team workflows, and centralized communication enable maintenance, leasing, operations, and finance teams to work together without delays.

Yes — SmartSuite is intuitive, mobile-friendly, and provides consistent layouts and templates, making onboarding fast for property managers, leasing agents, and field staff.

SmartSuite replaces spreadsheets, point solutions, shared drives, and email coordination by consolidating all property workflows — leasing, maintenance, inspections, tenant comms, and portfolio dashboards — in one platform.

Dashboards provide real-time insight into occupancy trends, leasing pipelines, maintenance performance, NOI, and property-level or portfolio-level KPIs.

See How SmartSuite Transforms Real Estate Operations

Experience how SmartSuite centralizes portfolio, leasing, tenant, and maintenance workflows — enabling faster coordination, clearer visibility, and more confident decision-making.

What the research shows

Independent research on what manual real estate operations costs teams today, and what changes when the work lives in one system.

61%

Source: Deloitte, 2024 Commercial Real-Estate Outlook: Finding Terra Firma, 2023: most respondents (61%) admit their firms' core technology infrastructures still rely on legacy systems (https://www.deloitte.com/il/en/Industries/real-estate/research/2024-commercial-real-estate.html).

Real estate survey respondents whose core technology still relies on legacy systems

Real Estate Operations in SmartSuite connects deal tracking, workflows and documents for acquisition and leasing teams.

75%

Source: Nemetschek dTwin, Rewiring Real Estate survey of 452 asset managers and heads of innovation in Germany, the UK and the US, 2025: 75% agreed creating required reports is a complex, time-consuming and mainly manual task (https://www.mynewsdesk.com/nemetschek-ag/pressreleases/nemetschek-dtwin-report-highlights-the-digital-disconnect-in-real-estate-technology-adoption-3417181).

Real estate respondents agreeing required reports are complex, time-consuming and mainly manual

Automated dashboards and integrated data sources in SmartSuite replace spreadsheet-driven reporting and manual consolidation.

79%

Source: Nemetschek dTwin, Rewiring Real Estate survey of 452 asset managers and heads of innovation in Germany, the UK and the US, 2025: 79% believe there should be a single repository for all critical building data (https://www.mynewsdesk.com/nemetschek-ag/pressreleases/nemetschek-dtwin-report-highlights-the-digital-disconnect-in-real-estate-technology-adoption-3417181).

Real estate respondents wanting one repository for critical building data

Real Estate Operations in SmartSuite gives Leasing, Asset Management, Finance and Operations shared dashboards for occupancy, NOI and deal status.

Nearly 60%

Source: Deloitte, 2024 Commercial Real-Estate Outlook: Finding Terra Firma, 2023: nearly 60% of surveyed real estate respondents say their firms lack the data, processes and internal controls necessary to meet compliance standards (https://www.deloitte.com/il/en/Industries/real-estate/research/2024-commercial-real-estate.html).

Real estate respondents lacking data and controls to meet compliance standards

Digitized approvals, lease data, inspections and compliance workflows in SmartSuite keep records in one place.

Key Benefits of the Real Estate Operations Solution Suite

Real estate organizations need workflows, live portfolio visibility, and standardized processes to improve operations, reduce manual work, and accelerate growth. SmartSuite unifies real estate operations across the full property and asset lifecycle.

Portfolio Visibility, Insights & Coordination

Unified Property Workspace

Centralize leasing activity, property details, financials, documents, and communications.

Cross-Team Transparency

Give Asset Management, Leasing, Finance, and Operations shared portfolio visibility.

Deal Pipeline Tracking

Track acquisition, leasing, and disposition pipelines with standardized stages.

Live Portfolio Dashboards

Monitor occupancy, revenue, expenses, maintenance, and deal KPIs live.

Integrated Financial Visibility

Connect property data with budgets, NOI metrics, capex forecasts, and rent rolls.

Tenant & Stakeholder Coordination

Manage tenant, vendor, and partner communication through centralized workflows.

Workflow Efficiency & Real Estate Automation

Automated Leasing & Renewals

Route approvals and reminders for leases, renewals, and rent changes.

Construction-to-Operations Handoff

Standardize transitions from development and construction into operations.

Maintenance & Work Order Management

Digitize requests, automate assignments, and track resolution progress.

Compliance & Inspection Automation

Run inspections and recurring compliance tasks with audit-ready tracking.

Centralized Document Management

Store contracts, control versions, and track expirations securely.

AI-Assisted Reporting

Generate portfolio summaries, lease abstracts, and performance snapshots with the AI Assistant.

Governance, Compliance & Operational Confidence

Enterprise-Grade Permissions

Protect financials and lease data with granular role-based access.

Audit-Ready Records

Maintain full histories of approvals, changes, and documentation.

Standardized Operating Procedures

Apply consistent templates and workflows across properties and markets.

Vendor & Contract Governance

Track vendor performance, terms, renewals, and compliance centrally.

Scalable Portfolio Operations

Support multi-property and multi-region growth in one platform.

No-Code Adaptability

Customize acquisition, leasing, maintenance, and reporting workflows without IT.

Streamline Property & Portfolio Management With Connected Workflows

SmartSuite replaces spreadsheets, disconnected systems, and email-based coordination with automated workflows, unified dashboards, and shared communication channels.

How the SmartSuite Platform Powers Real Estate Operations

SmartSuite connects leasing, maintenance, tenant communication, and financial workflows — enabling real estate teams to operate with greater clarity and fewer manual steps.

No-Code Configuration

Customize workflows for leasing, maintenance, inspections, and reporting without engineering support.

Example:

A property operations lead adds a unit turnover checklist to the maintenance workflow, with owners and due dates, without IT development.

Automation Engine

Automate renewals, reminders, approvals, escalations, and work order assignments.

Example:

When a tenant submits a maintenance request, SmartSuite assigns it to the facilities team, notifies the vendor, and tracks the work order until it is closed.

AI Assistant for Real Estate Teams

Generate summaries, performance insights, tenant communication drafts, or property briefs instantly.

Example:

Before an owner meeting, the AI Assistant drafts a summary of leasing activity, open work orders, and expiring leases for each property.

Linked Record Architecture

Connect units → leases → tenants → maintenance → financials → documents → vendors.

Example:

A unit record links to its lease, tenant, open work orders, vendor contracts, and documents.

Dashboards & Analytics

Monitor occupancy, revenue, work order trends, expenses, and tenant satisfaction.

Example:

Asset managers view dashboards showing occupancy, lease expirations, open work orders, and expenses by property.

Governance & Permissions

Protect property, tenant, and financial data with role-based access and full audit trails.

Example:

Property managers see their own properties, leasing sees its pipeline, and leadership sees portfolio rollups. Activity History records every change.

Connect Properties, Tenants & Workflows

SmartSuite brings together leasing, operations, maintenance, vendors, tenants, and finance — eliminating data fragmentation.

Tenants overview grouped by property with contact details, tenant status and signed lease agreements

Streamline Leasing, Maintenance & Communication

Automate renewals, maintenance requests, approvals, reminders, and tenant notifications — ensuring smooth operations.

Property documents such as rental agreements and lease templates with approval status

Gain Real-Time Portfolio Insight

Interactive dashboards surface property performance, leasing pipeline status, maintenance trends, and tenant satisfaction — enabling data-driven decisions.

PMO financial oversight with total portfolio budget, budget remaining and overrun portfolios

AI Assistant and Governance Elevate Operational Precision

The AI Assistant accelerates reporting and insight generation, while governance features ensure compliance, accuracy, and complete traceability.

Property requests grouped by type with unit, request details, status and plan of action

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.

Role-Based Access
Control visibility by user, role, or team.
Authentication
SSO, 2FA, and IP restrictions built-in.
Audit History
Track every change for up to 3 years, by plan.
Compliance
SOC 2, GDPR, and enterprise governance ready.

Work Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works 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.

App Store IconGoogle Play Icon

The Platform That Connects Leasing, Operations, and Asset Management

SmartSuite unifies property data, financial info, leasing records, maintenance workflows, and portfolio dashboards — enabling live operational alignment.

Role-Based Capabilities for Real Estate Operations Teams

SmartSuite empowers real estate leaders, asset managers, property teams, finance, and operations staff with connected workflows that improve portfolio visibility, operational efficiency, and risk control across the entire property lifecycle.

Capital Projects Manager
Construction and Capital Project

Capital Projects Manager

Oversees capital improvements, renovations, and development initiatives across properties.

  • Benefit Statement:

SmartSuite connects capital project timelines, budgets, and approvals to ongoing property operations.

  • Benefit Source:

Project workflows, milestone tracking, and financial dashboards.

How they use the Real Estate Operations suite

Project oversight

Tracks schedules, milestones, and dependencies.

Budget coordination

Monitors capex spend against approved budgets.

Handoff management

Coordinates transition from construction to operations.

Chief Real Estate Officer (CREO)
Executive & Portfolio Leadership

Chief Real Estate Officer (CREO)

Owns enterprise real estate strategy, portfolio performance, capital planning, and long-term asset optimization.

  • Benefit Statement:

SmartSuite gives CREOs real-time visibility into portfolio performance, risks, and operational efficiency — enabling confident, data-driven real estate decisions.

  • Benefit Source:

Portfolio dashboards, financial rollups, risk tracking, and linked property records.

How they use the Real Estate Operations suite

Portfolio oversight

Reviews occupancy, NOI, capex, and risk trends across all properties.

Strategic planning

Aligns leasing, capital projects, and operating plans with business strategy.

Executive reporting

Delivers board-ready insights on portfolio health and performance.

Compliance Manager
Finance, Compliance & Support Roles

Compliance Manager

Ensures properties meet regulatory, safety, and contractual obligations.

  • Benefit Statement:

SmartSuite provides audit-ready records and real-time compliance visibility across the portfolio.

  • Benefit Source:

Inspection workflows, evidence tracking, and audit trails.

How they use the Real Estate Operations suite

Compliance monitoring

Tracks inspections, certifications, and regulatory tasks.

Risk identification

Flags recurring issues and high-risk properties.

Audit preparation

Produces complete compliance histories on demand.

Construction Project Manager
Facilities, Maintenance & Field Roles

Construction Project Manager

Manages construction execution, contractors, and documentation.

  • Benefit Statement:

SmartSuite centralizes construction records and approvals, improving coordination and traceability.

  • Benefit Source:

Project workspaces, task workflows, and document control.

How they use the Real Estate Operations suite

Task coordination

Manages contractor tasks and timelines.

Documentation control

Stores drawings, change orders, and approvals.

Progress reporting

Provides real-time updates to asset and operations teams.

Construction Project Manager
Construction and Capital Project

Construction Project Manager

Manages construction execution, contractors, and documentation.

  • Benefit Statement:

SmartSuite centralizes construction records and approvals, improving coordination and traceability.

  • Benefit Source:

Project workspaces, task workflows, and document control.

How they use the Real Estate Operations suite

Task coordination

Manages contractor tasks and timelines.

Documentation control

Stores drawings, change orders, and approvals.

Progress reporting

Provides real-time updates to asset and operations teams.

Facilities Director
Facilities, Maintenance & Field Roles

Facilities Director

Oversees building systems, maintenance strategy, compliance, and vendor performance.

  • Benefit Statement:

SmartSuite provides centralized visibility into maintenance activity, inspections, and facilities compliance across properties.

  • Benefit Source:

Maintenance dashboards, inspection workflows, and vendor tracking.

How they use the Real Estate Operations suite

Facilities oversight

Reviews maintenance volume, costs, and recurring issues.

Compliance tracking

Monitors inspections, safety checks, and regulatory requirements.

Vendor performance

Evaluates service quality and SLA adherence.

Facilities Maintenance Manager
Facilities, Maintenance & Field Roles

Facilities Maintenance Manager

Manages maintenance teams, work orders, inspections, and repair schedules.

  • Benefit Statement:

SmartSuite streamlines work order execution and documentation, reducing delays and improving service quality.

  • Benefit Source:

Mobile workflows, task assignments, checklists, and notifications.

How they use the Real Estate Operations suite

Work order management

Assigns and tracks maintenance tasks to completion.

Inspection execution

Conducts routine and ad hoc inspections with digital checklists.

Issue escalation

Flags critical issues and coordinates resolution.

Leasing Manager
Asset, Property & Leasing Roles

Leasing Manager

Manages leasing pipelines, renewals, negotiations, and deal execution.

  • Benefit Statement:

SmartSuite streamlines leasing workflows and approvals, reducing cycle time and improving deal visibility.

  • Benefit Source:

Leasing pipelines, automated reminders, approval workflows, and dashboards.

How they use the Real Estate Operations suite

Deal management

Tracks prospects, renewals, and lease stages.

Approval coordination

Routes lease terms and concessions for review.

Renewal visibility

Monitors expirations and tenant retention risk.

Maintenance Technician
Facilities, Maintenance & Field Roles

Maintenance Technician

Executes repairs, inspections, and preventative maintenance tasks.

  • Benefit Statement:

SmartSuite gives technicians clear task visibility, instructions, and documentation access in the field.

  • Benefit Source:

Mobile task lists, attachments, and real-time updates.

How they use the Real Estate Operations suite

Task Execution

Completes assigned work orders with photos and notes.

Issue Reporting

Logs follow-up issues or risks directly from the field.

Documentation Access

Reviews equipment details and prior maintenance history.

Real Estate Finance / FP&A Manager
Finance, Compliance & Support Roles

Real Estate Finance / FP&A Manager

Oversees budgets, forecasts, rent rolls, and financial performance reporting.

  • Benefit Statement:

SmartSuite consolidates financial and operational data for accurate, timely real estate reporting.

  • Benefit Source:

Financial dashboards, linked property records, and analytics.

How they use the Real Estate Operations suite

Financial analysis

Reviews revenue, expenses, and variances by property.

Forecasting

Supports leasing and capex planning with connected data.

Executive reporting

Produces portfolio-level financial summaries.

Real Estate Operations Director
Asset, Property & Leasing Roles

Real Estate Operations Director

Oversees daily property operations, tenant relationships, and service delivery.

  • Benefit Statement:

SmartSuite centralizes tenant requests, work orders, inspections, and documentation — improving responsiveness and transparency.

  • Benefit Source:

Task workflows, request forms, mobile updates, and dashboards

How they use the Real Estate Operations suite

Maintenance coordination

Routes and tracks work orders and vendor tasks.

Tenant communication

Manages tenant requests, updates, and issue resolution.

Operational reporting

Reviews service performance and compliance status.

Real Estate Operations Director
Asset, Property & Leasing Roles

Real Estate Operations Director

Manages asset-level financial performance, leasing strategy, and value optimization initiatives.

  • Benefit Statement:

SmartSuite gives Asset Managers a connected view of financials, leasing activity, and operational risks for each property.

  • Benefit Source:

Asset dashboards, financial tracking, and linked leasing records.

How they use the Real Estate Operations suite

Asset performance analysis

Reviews revenue, expenses, and NOI trends by property.

Leasing strategy

Tracks lease expirations, renewals, and vacancy risk.

Capital planning

Coordinates capex initiatives with construction and operations teams.

VP / Director of Real Estate Operations
Executive & Portfolio Leadership

VP / Director of Real Estate Operations

Oversees day-to-day real estate operations, property performance, and cross-functional coordination.

  • Benefit Statement:

SmartSuite centralizes operational workflows and performance data, reducing fragmentation and improving execution consistency.

  • Benefit Source:

Operational dashboards, workflow automation, and cross-property reporting.

How they use the Real Estate Operations suite

Operational governance

Monitors property operations, maintenance, and compliance activities.

Performance management

Tracks KPIs across properties and identifies underperforming assets.

Cross-team coordination

Aligns leasing, facilities, finance, and vendors through shared workflows.

Built for Every Role in Real Estate Operations

From the Chief Real Estate Officer and asset managers to leasing, facilities, and construction teams, SmartSuite gives each role one place for properties, leases, and work orders.

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 the Signature plan (per-solution pricing).

User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Signature plan (per-solution pricing)
The Signature plan (per-solution 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, Professional, 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, Professional, and Enterprise plan tiers.
Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
Team
$15
seat / month billed annually
$20 billed monthly
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
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
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 (DLP)
  • European Data Residency
  • Premium Support

Signature Plan: Per-Solution Pricing for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers the Signature plan (per-solution pricing). This plan 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.
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, Professional, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Signature plan (per-solution pricing)
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.

SmartSuite has three per-seat plans and one per-solution plan. Team ($15 per seat per month billed annually, minimum 3 users) and Professional ($32 per seat per month billed annually, minimum 5) are self-serve. Enterprise is custom priced and adds SSO, SCIM, audit logs, data residency and a Customer Success Manager. Signature licenses specific solutions, such as GRC or ITSM, for large user populations and is priced per solution.

Signature is priced per solution rather than per user, so an organization can roll a solution out to hundreds or thousands of people without per-seat cost. It pairs the Enterprise platform with governance and support arrangements agreed for your deployment. Terms, minimums and support levels are set in your contract.

Yes, by plan. Team includes 5,000 records per Solution, 50 GB of attachment storage per Solution and 25,000 automation runs and API calls per month. Professional includes 100,000 records, 100 GB and 100,000 runs and calls. Enterprise includes 400,000 records, 500 GB and 500,000 runs and calls. Solutions are unlimited on every plan, and reaching a limit never stops your Solutions from working.

Every plan includes the Help Center, real-time chat, onboarding guides, daily office hours, live monthly training and certifications, bi-weekly getting-started workshops, SmartSuite Academy and the user community. Enterprise adds a named Customer Success Manager and Professional Services, and Premium Support is available as an Enterprise add-on.

Yes. Enterprise is custom priced, with payment by invoice available for plans that meet a minimum fee, and Signature prices a whole solution rather than each user. Both are shaped around your user population, security review and support requirements.

Contact sales or schedule a demo. A member of the team will walk through your requirements and put together an Enterprise or Signature proposal.

Flexible Pricing for Real Estate Teams

Choose per-user plans for the whole platform, or the Signature plan (per-solution pricing) for large rollouts.

Featured Resources

Videos, webinars, and customer stories on running real estate operations in SmartSuite.

Video
About SmartSuite
Blog
No-Code Workflow Automation for Property & Asset Operations
Webinar
Operational Excellence in Action
Webinar
Transforming Workflows with SmartSuite Automations
Case Study
Enterprise Organization — Portfolio & Operations Visibility

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.

Sample Sale Retailer – US

How a Sample Sale Retailer Automated Event Workflows Across Teams

Sample Sale Retailer – US

How AB Tech Modernized Student Services and Cut Manual Workflows in Half

How AB Tech Modernized Student Services and Cut Manual Workflows in Half

AB Tech

AI Security – Europe

How a Cybersecurity Platform Reconsidered Airtable for SmartSuite’s Customization Power

AI Security – Europe

Improv Theater – Norway

How a Creative Arts Organization Brought Clarity and Coordination to Its Creative Operations

Improv Theater – Norway

Custom Manufacturing Provider – Europe

How a Custom Manufacturing Provider Unified Project Operations

Custom Manufacturing Provider – Europe

SmartSuite Resources

Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.

SmartSuite Academy
Learn. Build. Get Certified. Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
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.
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.
Professional Services
Expert Guidance for Every Stage. Our team of SmartSuite experts helps design, configure, and optimize your environment — from onboarding to advanced solution deployment.
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.
Product Documentation
Everything You Need to Know. Access detailed guides, tutorials, and references covering every SmartSuite feature, integration, and best practice.
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.
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.
Developer Resources
Build and Extend with SmartSuite. Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
Partners
Expand Your SmartSuite Ecosystem. Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
Frequently 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.
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.

What’s New

See what shipped.

Every new feature, improvement and announcement, with the plans each one is available on.
Latest updates
SmartDoc: Track Changes
November 12, 2026
Linked Records: Dynamic Default Values
November 5, 2026
AI Platform: Support for Azure API Gateway
October 29, 2026

Getting Started with SmartSuite

Play Getting Started with SmartSuite, part 1: Navigation
Play Getting Started with SmartSuite, part 2: Homepage
Play Getting Started with SmartSuite, part 3: Views
Play Getting Started with SmartSuite, part 4: Field Types
Play Getting Started with SmartSuite, part 5: Dashboards
Play Getting Started with SmartSuite, part 6: Automations
Play Getting Started with SmartSuite, part 7: Permissions
Play Getting Started with SmartSuite, part 8: SmartSuite AI
Play Getting Started with SmartSuite, part 9: Formula Field
Play Getting Started with SmartSuite, part 10: Power Search
Play Getting Started with SmartSuite, part 11: Notifications
Play Getting Started with SmartSuite, part 12: Starred Items

Resources to Improve Real Estate Operations

Explore customer stories, demos, and webinars that show how real estate teams run leasing, maintenance, and portfolio reporting in SmartSuite.