Streamlining Business Operations Effortlessly

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.

SmartSuite streamlines your operational workflows

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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

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How SmartSuite Works For Your Teams

1
Get Robust Metrics & KPIs

Track operational KPIs in dynamic reports and dashboards. Keep tabs on your workflow and make consistent progress against goals. Drill into the details to identify process bottlenecks and continuously improve.

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Create Reports And Dynamic Dashboards
2
Collaborate With Teams

Bring your teams together, collaborate, tap expertise, ask critical questions and tackle issues as they appear. Comments in SmartSuite drive discussion directly in the context of the work at-hand.

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Create Reports And Dynamic Dashboards
3
Automatically Prioritize Key Tasks

Eliminate noise. Use integrated task management to be efficient in response and outreach with triggers to manage day-to-day work within a personalized My Work dashboard.

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Create Reports And Dynamic Dashboards
4
Easily Integrate With Adjacent Systems

Automatically pull in your data from multiple apps and finally have all your team’s work in one place.

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Create Reports And Dynamic Dashboards
5
Work Smarter With Instant Notifications

Meet your team's needs in real time. Support team members on the frontlines of delivery and give them the resources they need when they need them.

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Create Reports And Dynamic Dashboards
6
Automate Tasks & Workflow

Automate any process to keep your teams running smoothly. Set simple rules to trigger action and put shape to a new way of operating.

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Create Reports And Dynamic Dashboards
7
Protect Your Data

Orchestrate how your work is delivered. Create teams and map resources to initiatives, automating workflow and escalation paths to raise your operational bar and deliver results.

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Create Reports And Dynamic Dashboards
8
Trust Our Security

Get peace of mind knowing your organization’s mission-critical information lives on technology using leading security standards and privacy protocols. Every action is tracked in SmartSuite's activity logs and accessible in a click.

Learn more
Create Reports And Dynamic Dashboards
1

Get Robust Metrics & KPIs

Track operational KPIs in dynamic reports and dashboards. Keep tabs on your workflow and make consistent progress against goals. Drill into the details to identify process bottlenecks and continuously improve.

Solution Tab Link Text
2

Collaborate With Teams

Bring your teams together, collaborate, tap expertise, ask critical questions and tackle issues as they appear. Comments in SmartSuite drive discussion directly in the context of the work at-hand.

Solution Tab Link Text
3

Automatically Prioritize Key Tasks

Eliminate noise. Use integrated task management to be efficient in response and outreach with triggers to manage day-to-day work within a personalized My Work dashboard.

Solution Tab Link Text
4

Easily Integrate With Adjacent Systems

Automatically pull in your data from multiple apps and finally have all your team’s work in one place.

Solution Tab Link Text
5

Work Smarter With Instant Notifications

Meet your team's needs in real time. Support team members on the frontlines of delivery and give them the resources they need when they need them.

Solution Tab Link Text
image 6

Automate Tasks & Workflow

Automate any process to keep your teams running smoothly. Set simple rules to trigger action and put shape to a new way of operating.

Solution Tab Link Text
Manage roles and teams

Protect Your Data

Orchestrate how your work is delivered. Create teams and map resources to initiatives, automating workflow and escalation paths to raise your operational bar and deliver results.

Solution Tab Link Text
alt text

Trust Our Security

Get peace of mind knowing your organization’s mission-critical information lives on technology using leading security standards and privacy protocols. Every action is tracked in SmartSuite's activity logs and accessible in a click.

Solution Tab Link Text
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Explore All Features

Business Operations

Click on the cards below to view a live, read only version of the solution template.
Use the Board Management solution to run better, more productive board meetings
View Interactive Demo

Board Management

Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

Use the Board Management solution to run better, more productive board meetings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rgSn6LiDM4/
Manage contracts large and small through review and approval
View Interactive Demo

Contract Management

This flexible solution can be used narrowly for sales contracts or broadly for any contract with external vendors, clients, or stakeholders. Manage contracts large and small through review and approval. Track renewals and contractual obligations.

Manage contracts large and small through review and approval
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/bEr6KNLUwC/
Manage all of your project change requests
View Interactive Demo

Change Requests

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Manage all of your project change requests
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/GYLE5cs10N/
Company Documents
View Interactive Demo

Company Documents

Track the highest-level corporate documents and financial information. Organize formation documents, company operating agreements and periodic financials. Ideal for startups.

Company Documents
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/n96L9J9h9Z/
Manage any type of legal issue with built-in security controls
View Interactive Demo

Corporate Legal Ops

Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Manage any type of legal issue with built-in security controls
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/eAICUusUIL/
Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution
View Interactive Demo

Enterprise Incidents

Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution.

Enterprise Incidents centralizes ticketing, alerting, escalation, reporting and documentation of incidents so response teams can act quickly from the moment of discovery through resolution
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/CogSHB0X5z/
Goals & Objectives
View Interactive Demo

Goals & Objectives

Define your top goals and objectives by team or department, then track from start to finish. Align goals and status to keep updated on your most important work.

Goals & Objectives
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/t5mmmtoaAU/
Track business insurance policies, manage renewals, and reference policy docs with the click of a button
View Interactive Demo

Insurance Policy Tracker

Ensure you're covered! Track business insurance policies, manage renewals, and reference policy docs with the click of a button.

Weekly Plan
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/IPhVpmlRXy/
Track meeting meta data such as time, location, attendees and topics
View Interactive Demo

Meeting Notes

Capture notes from all your meetings in one highly accessible spot. Track meeting meta data such as time, location, attendees and topics.

Track meeting meta data such as time, location, attendees and topics
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/PJqAanYYAK/
Objectives & Key Results
View Interactive Demo

Objectives & Key Results

Define organizational, departmental and team goals along with the key performance indicators to measure results.

Objectives & Key Results
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/S0c55zcqFU/
Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers
View Interactive Demo

Product Catalog

Your point-of-sale system is no way to maintain your products! Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers.

Pull from a centralized product catalog to maintain active SKUs and plan the next wave of options to delight customers
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/sLoVMgnpcf/
Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.
View Interactive Demo

Vendor Assessment

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.

Improve vendor evaluations by defining project requirements, tracking potential vendors and manage formal RFP assessment processes.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/h5i7EdLDU5/
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
View Interactive Demo

Vendor Management

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.

From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QcL66X5bjc/
Weekly Plan
View Interactive Demo

Weekly Plan

Build personal agendas to tackle each week to keep you sharp while maintaining a history of performance.

Weekly Plan
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Ph8UtRzc92/
Manage vendor risk by consolidating your third-party information
View Interactive Demo

Third Party Risk

Manage vendor risk by consolidating your third-party information. Enjoy easy-to-configure process automation to support periodic assessments, contract reviews, performance, due diligence and more.

Manage vendor risk by consolidating your third-party information
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/MmB1EBfhV5/
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring
View Interactive Demo

Corporate Social Responsibility

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WrsxtA2KYS/
Simple Process
View Interactive Demo

Simple Process

Add more structure without slowing your flow with too much structure. Track associated tasks through multiple phases that are easily adjusted to meet your needs.

Simple Process
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/9z4QmDWAK7/

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