SmartSuite

SmartSuite is a collaborative Work Management platform that enables teams to plan, track, and manage any workflow, whether it be a project, an ongoing process, or routine everyday tasks. It offers features like users & permissions, integrations, trust & security, team collaboration, workflow automation, and more. SmartSuite provides solutions for various teams including project management, sales, marketing, HR, product, design, software development, GRC, customer success, operations, finance, legal, professional services, IT, business continuity, security ops, procurement, venture capital, construction, real estate, food services, non-profits, health, teachers, and students.

How to Use

SmartSuite allows users to create solutions from scratch or use pre-made templates to automate business processes or projects. Users can manage projects, track tasks, assign owners, add time estimates, deadlines, and hours worked. It also integrates with other tools to centralize data and workflows.

Key Features

• Project Management
• Workflow Automation
• Team Collaboration
• Data Import
• Integrations
• Real-time Updates
• Customizable Dashboards
• SmartDocs
• SmartSuite AI
• Multiple Views (Grid, Calendar, Kanban, Timeline, Gantt, Map, Chart, Forms)

Use Cases

• Project Management: Create a unified project management system.
• Sales CRM: Centralize everything needed to track and manage sales opportunities.
• Marketing Teams: Manage every aspect of your marketing program on a single platform.
• Human Resources: Manage all HR processes in one place.
• Product Management: Bring products to market better with product-centric solution templates.
• Governance, Risk & Compliance: Create a fully-integrated risk management program.
• Customer Success: Ensure customer happiness and top-notch service.
• Business Operations: Streamline strategic initiatives and data integrity.
• Finance Teams: Consolidate financial processes in a single system.
• Legal Teams: Manage law firm operations and casework.
• IT Service Management: Streamline critical IT processes and organize projects.