Solutions That Empower Teams

Crafted by GRC specialists, these solution templates propel credit unions and banks to the forefront of the intersection between technology and intricate policy, risk, compliance, and privacy process management.

Business disruptions cost money and insurance policies are not guaranteed protection. Use these Business Continuity templates to prepare your organization and reduce risk. Conduct business impact analysis, identify recovery strategies, develop your plan, and conduct testing to ensure readiness.

We know building better businesses is all about execution. Build and scale your operational processes with improved...

What is Strategy? Great question, and the answer is likely unique to every business. SmartSuite helps organizations map out goals, execute on key initiatives and focus on growth - where winning strategies lead!

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.

Enjoy comprehensive member management solutions, plan events, coordinate volunteers and more with these integrated templates.

SmartSuite Higher Education solution templates help academic institutions manage Third Party Risk (HECVAT), coordinate IT help desk and asset tracking, automate alumni and career services programs, and help faculty coordinate courses, programs, projects and curriculum.

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

SmartSuite solution templates help design teams create, track and deliver impactful product designs. From user research, market landscape design, to tracking UX / UI designs - SmartSuite has you covered.

We love our customers, and our Customer Success solutions are built to help you shape an ideal customer experience journey that starts with onboarding and continues through support and renewal. Our solutions can be used stand-alone or in conjunction with one of our native help desk platform integrations.

These comprehensive solutions make it a snap to manage the lifecycle of any event. These templates can be used within organizations to plan periodic events, or by industry professionals dedicated to ensuring every event they manage hits the mark perfectly without any glitches.

Whether you're a tech company looking to simply track visitors or an SMB looking to streamline facility work requests, expenditures and standard operating procedures, we have a solution template to satisfy.

Financial and accounting processes have long been stuck in a world of manual tasks, lacking sophisticated systems to support these critical business functions. Now you have everything you need to track financial goals, manage accounts, and scale beyond those trusty spreadsheets.

These business solutions help organizations encourage employees to give back, volunteer and track altruistic initiatives.

Built by GRC experts, SmartSuite solution templates put you at the leading edge of where technology meets complex policy, risk, compliance and privacy process management. Suitable for both enterprises looking for easier-to-manage software as well as emerging growth businesses shaping their initial GRC programs.

There's never been a better time to consider the holistic health and wellness of your teammates. These solution templates can be used to seed corporate wellness programs, and offer a suite of tools that help individuals track and achieve health goals.

Recruiting top talent can take on a life of its own, but SmartSuite is here to help. Hire, onboard, and grow your team using SmartSuite solutions to manage your end-to-end Human Resource workflows. Use our solution templates to stay organized, coordinate candidates, manage interviews and stand out from the competition.

It's time for IT teams to receive the support they give everyone else. SmartSuite solution templates support central IT processes such as work requests, issue management, and asset tracking. Manage key IT projects and map out a strategic roadmap to continuously enhance IT solutions across the organization.

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.

Purpose-built for SMBs seeking solutions to move, ship, store and manage physical goods and assets.

From idea through execution, marketing & communications teams can use SmartSuite's array of solution templates to plan campaigns, manage marketing assets, define brand standards, analyze the competition, plan events, manage press releases and more.

Tailored solutions for non-profits, ranging from donor management to volunteer tracking.

SmartSuite understands that businesses thrive when their people are happy and have the tools to be productive. These personal productivity, health and self-care solution templates focus on helping teammates achieve the holistic work-life balance that's right for them.

SmartSuite can do a lot of things, but unfortunately it can't act as your security guard. These solution templates can help you manage policies and procedures, handle security incidents, manage visitors and more to ensure your organization stays safe.

Get started building your political machine with flexible solutions to manage volunteers, log expenses, organize marketing blitzes, coordinate events, track voters and more.

What's more important than planning where, when and how to spend your hard-earned money? These SmartSuite solution templates track purchase orders, coordinate inventory replenishment, and help you carefully select the right vendors to provide goods or services to your organization.

Bring products to market better with SmartSuite. Built by experts and used internally by SmartSuite teams, these product-centric solution templates reflect world-class software delivery processes. Product managers are free to work their own way to create roadmaps, manage agile development, prioritize, build use cases, track competitors, and more.

Differentiate through excellence in service delivery. Tailor these solutions to build your own methodology for making customers happy and keep them coming back for more.

Stop shuffling between emails, spreadsheets, shared drives and all the other tools you've been using to manage projects. SmartSuite brings a host of project management solutions, ranging from basic projects to complex program management to meet company-level goals that move the needle on business growth.

Test like the best to be the best! SmartSuite's solution templates focus on software development QA methodologies, but can be easily adapted for any product testing need.

Solutions for real estate professionals and property managers. From simple lease tracking to managing a broad portfolio of properties, these solutions will keep you organized and responsive to customer needs.

Effective remote work is more than slick video conferencing and chat apps. Shifting to a virtual workplace requires deliberate attention to keep work flowing, maintain clear priorities and collaboration in the context of the task at hand.

Simplify your restaurant or food service operations, from menu development and costing through resource planning and supplier management. SmartSuite has everything you need outside of your point-of-sale and kitchen management systems.

Always Be Closing with SmartSuite sales-focused solution templates. Chase opportunities and close deals faster with our comprehensive offerings.

Prepare and defend against cyber risk by building a robust security program with solutions that align with leading frameworks (NIST, ISO, COBIT, HITRUST, CSA, etc.). Create and manage security initiatives to constantly improve, and apply ever-changing industry best practices to stay a step ahead of the threats.

Bring products to market better with SmartSuite. Built by experts and used internally by SmartSuite teams, these product-centric solution templates reflect world-class software delivery processes. Product managers are free to work their own way to create roadmaps, manage agile development, prioritize, build use cases, track competitors, and more.

Designed to help teachers and students more collaborative. Teachers of any level can use solutions to create lesson plans, track students or just get organized. Students in secondary education or university use solutions to organize classes, map major assignments and tests, and collaborate on shared projects.

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