The SmartSuiteWork Management Platform

Centralize all your work, processes, projects, tools, and files into a single Work platform. Connect teams, bridge silos, and maintain one source of truth across your organization.

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work management defined

The SmartSuite Work Management PlatformProvides a Modern Way for Teams to Plan and Manage Work Across Processes and Projects 😍

What is AWork Management Platform ?

A cloud-based software platform is the ideal foundation for a modern work management platform. Such a platform is widely available and accessible via Web browser or mobile device, supporting individuals’ need for easy accessibility and instant communication from any location.

What’s more, a cloud-based approach eliminates the need for the traditional progression of software upgrades. Smaller organizations and teams can begin with the same enterprise-grade features and functionality that will support them as they grow, adding users and volumes of data.

A single-system approach to work management provides additional benefits in eliminating silos of data and facilitating collaboration with context. This last point is particularly important - by allowing individuals to communicate while they are doing their work, efficiency is greatly improved. With no need to switch context you can get things done faster, with less likelihood of losing track of details in an endless wave of emails, chat applications and spreadsheets

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Templates to get started with, for any use case , any industry

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Supported Languages

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Typical onboarding time for new users

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Pricing starts at $10 per user, per month

Who is work management for

Who Is
Work Management For?

A Work OS is ideal for teams of all sizes, as it is flexible enough to meet the needs of any process, project, or workflow. Standardize on a single platform to consolidate your data, provide easy access to critical business information, and apply consistent access controls to protect it.

A Work OS is built for all users in an organization and doesn’t cater to one specific industry or vertical market. With templates for core work processes as well as industry-specific workflows, SmartSuite offers a software platform that can be molded to any company's specific needs. You'll never have to change the way you do business again because of the constraints of your software.

A Work OS allows you to streamline your budget by eliminating redundant systems and SaaS services. SmartSuite's Work OS platform makes onboarding existing data easy with its powerful import capabilities and support for a wide range of integrations.

Benefits of AWork Management Platform

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Next-Gen Documents

SmartSuite offers a new way of working with docs and the freedom to ditch file folders, shared drives and disconnected workflows.

The SmartDoc field breaks the historic separation between documents and the project or process management systems that track them. SmartDocs allow you to document anything with rich text and next-generation doc features directly where work is being done.

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SmartDoc can handle your most complex documents

Help Your Teams Work Smarter

Increase the productivity of your employees by empowering them to create, automate and manage their own workflow. Now you can handle any business process the way you want to work, not the way your software requires you to work.

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Use powerful formulas to calculate values dynamically

Always Be in the Know

Working smarter includes having the ability to instantly see what’s happened since you last checked in. That’s what Activity History does, and it’s integrated into the fabric of SmartSuite.

See when a project's status changed from In Process to Complete, who changed it, and when it was changed. Zoom out to view changes across projects or teams, getting the big picture fast with SmartSuite's flexible grid view.

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See activity history for every update

Track Important Work

You and your teams work in real-time, so we built SmartSuite to do the same. Instantly see when important updates have been made to items, conversations, tasks and more.

Visually see teammates working on items simultaneously or check your personal notification center for important updates - you’ll know in real-time when something changes that you care about.

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Real-time updates ensure your data is always fresh

The Next Evolution In File Management

Traditionally, teams shift between the systems where the work is being managed and the folders storing the work products.

SmartSuite provides organizations the freedom to shift to a new way of working with files. Files are stored directly in the project and process records, removing all the friction of sharing and collaborating. Your teams can add any file type, images or videos up to 5 GB in size.

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Stop searching for files and consolidate in one place

Promote Collaboration And Visibility

Users can collaborate directly in the context of the work that is being done, providing managers the visibility to ensure that team and company goals are consistently met.

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Stop searching for files and consolidate in one place

Key Features Of AWork Management Platform

These building blocks are used to tailor SmartSuite Solution Templates or create new solutions from scratch.

Want to see a listing of the over 200 features included in SmartSuite?

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Reporting

Reporting

Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.

collaboration

Collaboration

Build on company culture through authentic digital connections between employees and teams. With everything you need in one platform, collaboration happens where the work is getting done.

Permissions

Permissions

Easily grant permissions to set what users can and cannot do in a workflow.

trust and security

Trust & Security

Get peace of mind, all the time, with SmartSuite.

My Work

My Work

A single place to view your assigned work across all processes and projects. View tasks by priority and due date, then get to work.

integrations

Integrations

You’ve got the tools - we’ve got the integrations. Connect them all to centralize your data and workflows in one place, and prioritize the work that matters.

solution templates

Solution Templates

SmartSuite provides hundreds of customizable templates to help manage any process or project.

member directory

Member Directory

Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.

notification center

Notification Center

Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.

file management

File Management

With SmartSuite’s File Management system, manage files directly in your workflows. Free yourself of desktop folders, more folders in your work management tool, then more folders in your cloud storage.

automations

Automations

Do practically anything with our workflow automation - set up recipes that let you eliminate time wasting and repetitive tasks and actions, so you can focus on the work that makes an impact.

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Manage Any Workflow

The SmartSuite platform provides a modern way for teams to manage any workflow process or project.

Project Management

Empower your project teams to stay focused on the most important work. From simple projects to complex programs, our solutions are built to help you deliver.

Key Use Cases :

  • Project management
  • Project planning
  • Portfolio management
  • Project dashboards
Marketing

Spend more time on creativity and less time on complicated processes. Simplify the way you create brand messaging, craft campaigns and deliver results for your brand or clients.

Key Use Cases :

  • Content calendar
  • Creative requests
  • Digital asset management
  • Event Management
Remote Work

Go beyond video apps and chat with solutions tailored to help your team stay productive wherever they call home. We know SmartSuite gets remote work done because we use it too, and coordinate our entire team across six countries and multiple timezones.

Key Use Cases :

  • Employee directory
  • Idea management
  • Personal learning
  • Goals and objectives
Human Resources & Recruiting

Don't just keep up with the ever-changing world of work — create a dynamic workforce by empowering, protecting and supporting your most important asset: your people. Stay ahead of the change, and your competition for top talent, with the most flexible and adaptable platform for human resources.

Key Use Cases :

  • Employee management
  • Employee on/off boarding
  • Time and expenses
  • Recruiting and hiring
Governance, Risk & Compliance

Experience the friendliest, most flexible enterprise governance, risk and compliance solution. From novice to experienced practitioners, get elegant features and unprecedented cross-team collaboration over a network of interconnected GRC practice areas.

Key Use Cases :

  • Vendor management
  • Risk management
  • Policy management
  • Privacy management
Software Development

Level up your product game with world-class agile development processes, centralized sprint planning, interactive product roadmaps and instant collaboration.

Key Use Cases :

  • Requirements management
  • Features and releases
  • Bug tracking
  • Sprint planning
Product Management

Level up your product game with world-class agile development processes, centralized release planning, interactive product roadmaps and instant collaboration.

Key Use Cases  :

  • Requirements management
  • Features and releases
  • Bug tracking
  • Sprint planning
Sales CRM

Growing your sales has never been this easy. Bring out the best in your sales reps, win more deals as a team and strengthen customer relationships.

Key Use Cases :

  • Lead management
  • Opportunity management
  • Customer onboarding
  • Account management
Customer Success

Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.

Key Use Cases :

  • Customer requests
  • Support tickets
  • Renewal management
  • Customer feedback
Construction

Solutions designed to support a wide range of construction projects, from residential to large-scale construction programs. Manage simple bids, complex RFPs, subcontractors, equipment, and more.

Key Use Cases :

  • Bid & quote management
  • Subcontractor management
  • Change requests
  • Project management
Real Estate

There's never a dull day in the property management business. Use SmartSuite to keep track of everything, react to issues and get proactive in your management approach.

Key Use Cases :

  • Agent and broker CRM
  • Residential and commercial
  • Property management
  • Transaction management
Creative Design

Streamline your product design process from initial concept to final approval. Share design concepts, quickly collect feedback from remote teams and record all of your design decisions to seamlessly guide your products through every phase of their evolution.

Key Use Cases :

  • Digital asset management
  • UX/UI designs
  • Project requests
  • Portfolio management
Business Strategy

​To achieve success in a competitive market you need to set clear goals and understand how to measure your progress. Start off strong with a business roadmap that documents every strategic goal, setting expectations and documenting long-term plans for every initiative.

Key Use Cases :

  • Objectives and key results
  • Business roadmaps
  • Goals and objectives
  • Strategic planning
Business Operations

Use an array of solution templates to make your business run smoother and smarter. Standardize where work gets done to remove friction and stop switching between systems to complete tasks.

Key Use Cases :

  • Process automation
  • Goals and objectives
  • Incident management
  • Status reporting
Legal

Solutions designed to manage law firm operations, cases, time tracking and comprehensive client relationship management. Firms can use our full library of business solutions to manage everything from HR to Marketing.

Key Use Cases :

  • Case management
  • Client management
  • Time tracking
  • Tasks and documents
Venture Capital

Solutions designed to manage the back office of any Venture Capital firm. Track limited partner investors, document fund strategies, review and vet potential deals, standardize due diligence processes and track portfolio company performance.

Key Use Cases :

  • Venture CRM
  • Deal flow
  • Investor management
  • Due diligence
Personal Productivity

Discover curated solutions to help teammates stay organized, find a productive flow and implement healthy patterns to find a balance.

Key Use Cases :

  • Personal CRM
  • Goals and objectives
  • Meditation journal
  • Ideas and learning
Professional Services

Give your human capital a performance boost to complete work orders, deliver engagements and manage projects faster and smarter than ever before.

Key Use Cases :

  • Client engagements
  • Project management
  • Contract management
  • Time tracking
Security Operations

Optimize security operations by consolidating processes, organizing and prioritizing tasks and coordinating staff to achieve your security mission.

Key Use Cases :

  • Threat management
  • Incident management
  • Response and remediation
  • Policy management
Information Technology

Raise the bar with solutions designed to streamline critical IT processes, organize projects and remove traditional obstacles on the road of an ever-changing technology landscape.

Key Use Cases :

  • Asset tracker
  • Policies and procedures
  • Software licensing
  • Requests & work orders
Finance & Accounting

Change the way you control and power your vital financial and accounting processes. Don't just crunch numbers — get a powerful, all-in-one platform for all of your financial process .

Key Use Cases :

  • Budget approvals
  • Debt tracking
  • Insurance management
  • Purchase requests
Quality Assurance

Leave those disorganized spreadsheets behind and streamline your process. Organize tests by priority, track test runs and understand how quality goals are being met.

Key Use Cases :

  • Test planning
  • Test cases
  • Bug management
  • Test cycles
Business Continuity Planning

Don’t let a sudden crisis disrupt your business. Weather any storm with SmartSuite to facilitate business continuity and disaster recovery planning.

Key Use Cases :

  • Crisis management
  • Recovery planning
  • Procedures and responses
  • Plan testing
Nonprofit

We're committed to supporting the important work of non-profits. We're here to help you make an impact with ready-to-go solutions aimed at helping you move your cause forward.

Key Use Cases :

  • Donor CRM
  • Volunteer management
  • Programs and events
  • Fundraising campaigns
Event Planning

From small meetings to massive conferences, one-time epics to recurring live programs, coordinate every dynamic and elevate your events with SmartSuite.

Key Use Cases :

  • Guest management
  • Event planning
  • Venues and staffing
  • Expense tracking
Restaurants & Food Service

Go beyond POS, accounting and payroll systems and get all the ingredients for a thriving  enterprise — including event coordination, menu development, marketing and more.

Key Use Cases :

  • Menu planning
  • Recipe testing
  • Restaurant marketing
  • Wine cellar tracking
Facility Management

Simplify the complex, keep track of your everything, react to issues as they occur and be proactive about how you manage your facilities.

Key Use Cases :

  • Work requests
  • Vendor management
  • Visitor management
  • Policies and procedures
Giving Back

Weave giving back into the fabric of your company culture, deploying solutions that promote volunteerism and track corporate giving. Become a company people want to work for and buy from — one that makes a difference and creates social impact.

Key Use Cases :

  • Volunteer management
  • Giving tracking
  • Social initiatives
  • Diversity management
Health & Wellness

Improve your personal heath and well-being — or your organization's. Promote wellness, track individual goals and develop mindfulness for yourself. Create and manage a health and wellness program for your entire organization.

Key Use Cases :

  • Goals and objectives
  • Meal planning
  • Meditation journal
  • Tracking
Physical Security

Protect your people and personal property, safeguard your equipment and make sure your team stays safe. Create a comprehensive physical security plan that coordinates technology, hardware and operating procedures to protect from threats, intrusions and breaches.

Key Use Cases :

  • Visitor tracker
  • Policies and procedures
  • Facility management
  • Incident response
Procurement

Understand your organization’s spend and ensure it's properly aligned with business goals. Say "goodbye" to spreadsheets, forms and lost approvals. Get everything you need to tackle purchasing workflows, analyze budgets, manage vendors and handle the approval process.

Key Use Cases :

  • Vendor management
  • Inventory tracking
  • Bid compliance
  • Purchase requests
Teachers

Simplify and unify all educational materials and operations to shift the focus to students.

Key Use Cases :

  • Curriculum management
  • Lesson planning
  • Student tracking
  • Plan development
Clubs & Associations

From board members to volunteers, from special evens to marketing materials, manage everything your club does from a single, affordable platform.

Key Use Cases :

  • Membership management
  • Volunteer management
  • Event planning
  • Expense tracking
Churches

From small churches to multi-location religious groups, SmartSuite solutions designed to fit the unique needs of every organization. From church operations, to member tracking, event planning, giving and more.

Key Use Cases :

  • Church operations
  • Event management
  • Member management
  • Guest tracking
Political Campaigns

Fuel your people-powered movement by centralizing the way you organize and scale. From fundraising to event management, get solutions that adapt to your campaign's needs.

Key Use Cases :

  • Campaign CRM
  • Donor management
  • Asset tracking
  • Volunteer management
Students

Organize your course material, manage your educational path, and plan your early career.

Key Use Cases :

  • Assignment tracking
  • Team projects
  • College applications
  • Financial aid
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Ready for
Work Management?

SmartSuite will help you gain visibility into your work, so you and your team always know who’s doing what by when.  Whether your team is temporarily remote, distributed, or returning to office, the SmartSuite work management platform can help you collaborate and get work done from anywhere."

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Work Management On The Go

Communicate with everyone, whether you’re working from your couch, on the road, or in the office. Share files, images, updates, and feedback in real-time via web, tablet or mobile devices.

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Use SmartSuite on Web, tablet or mobile
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