A ModernWork Management
Platform

When I heard Jon and Tara were behind SmartSuite, I knew we had to take a closer look. Their legacy in shaping the original GRC movement gave us confidence—but what impressed us most was how forward-thinking this platform is. It feels like they took everything that worked before, left out what didn’t, and rebuilt GRC for how teams actually work today. We’re not just managing compliance—we’re transforming how risk is understood across the business.

We had security tools everywhere—alerts in one place, investigations in another, and status updates buried in email threads. It wasn’t scalable, and it wasn’t secure. SmartSuite gave us a centralized command center for our security operations. We built response workflows, linked incidents to root causes, and finally got clean visibility across teams. Now, we spend less time chasing alerts and more time resolving them.

Our old ITSM tool was a black box—clunky to use, expensive to maintain, and impossible to adapt without a full-time admin. We switched to SmartSuite and haven’t looked back. Now, our service requests, incident response, and asset tracking all live in one platform that’s actually intuitive. The best part? We can evolve the workflows ourselves without writing a single line of code. IT finally feels agile again.

Our continuity plan used to live in static documents, buried in shared drives and forgotten until the next audit. We knew that wouldn’t cut it during a real disruption. SmartSuite gave us a way to bring our BCP to life—interactive, visible, and integrated into our daily operations. We now run live simulations, assign roles automatically, and track recovery efforts in real-time. It’s not just a plan anymore—it’s a system that makes us measurably more resilient.

Traditional CRMs felt like they were built for someone else’s sales process—not ours. We were constantly hacking together fields and fighting reporting gaps. With SmartSuite, we designed our pipeline the way our reps actually sell. Now, we have full visibility across stages, custom workflows for every sales motion, and dashboards that tell the real story. It’s the first CRM our team has actually loved using.

We had data in five tools, campaigns in three, and no clear way to track performance end to end. It felt like we were always reacting instead of executing. SmartSuite brought everything into one view—from campaign planning and asset approvals to lead routing and post-mortem reporting. Now, our marketing engine runs with real visibility, and we can finally prove the impact of our work across the funnel.

Sure, there are all the agile development best practices, but we developed our own flare that fit us. What didn’t work was piecing together all the systems involved to deliver it - felt like we spent more time talking about processes than the actual work. With SmartSuite, we killed 4 systems and replaced them with one that actually did what we wanted.

As our customer base grew, we were drowning in disconnected systems—notes in one place, renewals in another, and no shared view of account health. SmartSuite changed everything. We now manage onboarding, success plans, and renewals in a single workflow that’s tailored to our CS playbook. Everyone—from CSMs to execs—has visibility into customer health. We’re not just solving problems faster; we’re creating value before issues arise.

Our HR processes were scattered—recruiting tracked in spreadsheets, onboarding checklists in docs, and employee records in a system we dreaded using. With SmartSuite, we brought everything into one place and actually made it our own. From hiring pipelines to PTO tracking and performance reviews, it’s all connected. It’s the first time our team has felt empowered by our systems instead of limited by them.

We had a solid strategic plan—but tracking progress was a different story. Updates lived in slide decks, spreadsheets, and one-off conversations. SmartSuite gave us a single source of truth where every initiative, owner, milestone, and KPI is visible and accountable. We can course-correct in real time, not just at the end of the quarter. Strategy isn’t just aspirational anymore—it’s operational.