SmartSuite

Description

SmartSuite is a cloud-based, AI-native work platform that connects the workflows that run a business. Positioned as a Work Operating System, it provides a unified foundation for data, automation, AI, permissions, and reporting so teams can build, manage, and scale work across the organization while reducing tool sprawl and improving visibility.

SmartSuite offers purpose-built solution suites across four core areas: Governance, Risk, Compliance and Resilience; IT Service Delivery; Project and Portfolio Management; and Business Operations covering sales, marketing, product, HR, procurement, and more. Teams typically start in one area and expand as workflows connect. The platform is built on eight interconnected frameworks for structured data, no-code workflow design, process automation, embedded AI, contextual collaboration, dashboards and reporting, integrations, and enterprise governance.

AI Workflow Agents can summarize updates, draft content, classify requests, and trigger next steps, governed from a centralized AI Control Center, with role-specific AI assistants for GRC, IT, projects, and operations. SmartSuite is built for regulated environments with SOC 2 Type II, ISO 27001, GDPR, and HIPAA alignment, U.S. and EU data residency, AES-256 encryption, and localization in 15 languages. It is used by customers in 100+ countries and offers a free plan for small teams plus Team, Professional, Enterprise, and Signature plans with a 14-day trial.

SmartSuite's Core Features

• Unified Work OS for GRC, IT, projects, and operations

• No-code solution builder with 100+ templates and 40+ field types

• Process automation with triggers, conditions, and multi-step actions

• AI Workflow Agents governed by a centralized AI Control Center

• Role-specific AI assistants for GRC, IT, project, and business teams

• Dashboards, charts, and real-time reporting

• Native integrations, iPaaS connectors, APIs, and webhooks

• Enterprise security with SOC 2 Type II, ISO 27001, GDPR, and HIPAA alignment

How to use SmartSuite?

1. 1

   Start a trial: Begin a free 14-day Professional trial with no credit card required.

2. 2

   Pick a solution area: Deploy a ready-made Solution Suite for GRC, IT, projects, or business operations.

3. 3

   Model your workflow: Build structured tables and tailor workflows, forms, and dashboards without code.

4. 4

   Automate and add AI: Set up automations and AI agents to move work forward and surface insights.

5. 5

   Expand across teams: Connect additional workflows on the same platform as adoption grows.

SmartSuite's Use Cases

• Governance, risk, and compliance
• IT service delivery
• Project and portfolio management
• Business operations
• Tool consolidation

FAQ from SmartSuite

• What is a Solution in SmartSuite?

  A Solution is a collection of configured tables that manage a workflow process or project, such as a sales process or a client project.

• Do I need to write code to use it?

  No. Process owners can tailor workflows, forms, dashboards, and automations without code, while IT maintains control through permissions, governance, and standardization.

• How is SmartSuite priced?

  Plans are charged per seat with edit permissions, with a free plan, a 14-day Professional trial, and Team, Professional, Enterprise, and Signature tiers; read-only users, commenters, and form submitters are not charged.

• Is SmartSuite secure and compliant?

  SmartSuite is built for regulated environments with SOC 2 Type II, ISO 27001, GDPR, and HIPAA alignment, AES-256 encryption at rest, HTTPS in transit, and U.S. and EU data residency options.

• What can the AI agents do?

  AI Workflow Agents can summarize updates, draft content, classify requests, and trigger next steps, with role-specific assistants for tasks like drafting policies, triaging tickets, and generating status reports.

• How many users can SmartSuite support?

  SmartSuite can support between 1 and 10,000 users per account and is used by customers in over 100 countries.