Training Example: SmartSuite – Review the Data, Give Your Score & Compare to the Real AI Evaluation

AI-POWERED CONNECTED WORKFLOWS
[H1] One platform for GRC, IT, projects, and business operations.
SmartSuite provides a secure, scalable, AI-powered platform for standardizing workflows across your organization. Unite data, teams, and systems in one governed environment—reducing tool sprawl, improving visibility, and powering end-to-end execution with intelligent automation and enterprise-grade reliability.Try SmartSuite for Freeopen_in_newSchedule a Demoarrow_forwardTrusted by Over 2,000 Businesses WorldwideAI-NATIVE WORK PLATFORM
[H2] Work Smarter With Connected Workflows
SmartSuite is an AI-native work platform that connects the workflows that run your business. You can think of SmartSuite as a Work Operating System (Work OS)—a unified foundation for data, automation, AI, permissions, and reporting that helps teams build, manage, and scale work across the organization.

SmartSuite includes purpose-built solution suites across four core solution areas. Teams typically start in one area—and expand as workflows connect:Governance, Risk, Compliance and ResilienceUnify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance and ESG.IT Service DeliveryUnify IT service management, incident response, service requests, asset management, and operational workflows—so teams resolve issues faster and deliver reliable services at scale.Project & Portfolio ManagementUnify portfolio reporting across projects and initiatives—so teams stay aligned on priorities and leaders can track progress against OKRs in real time.Business OperationsManage sales, marketing, product, operations, human resources, procurement, and more—across teams and departments.local_policeCompliance CertificationsBuilt for regulated environments with SOC 2 Type II, ISO 27001, GDPR, and HIPAA alignment to support security, privacy, and compliance requirements.database_uploadU.S. + EU Data CentersDeploy on secure U.S. and EU data centers to support data residency, sovereignty, low latency access, and enterprise-grade uptime backed by modern cloud infrastructure.diversity_3From Startup to EnterpriseBuilt for startups, mid-sized teams, and global enterprises, SmartSuite scales with consistent performance, governance controls, and centralized administration as your organization grows.dictionaryAvailable in 15 LanguagesLocalized in 15 languages so global teams collaborate in a familiar experience while keeping workflows, permissions, and reporting consistent across the organization.globe_location_pinTrusted in 100+ CountriesCustomers in 100+ countries use SmartSuite to run GRC, IT, project, and business workflows on our work platform.SMARTSUITE SOLUTION AREAS
[H2] SmartSuite Solutions
Productized, enterprise-ready Solutions you can deploy fast—and expand as adoption grows.
[H3] GRC & Resilience
SmartSuite unifies governance, risk, and compliance in one connected platform — eliminating silos, simplifying oversight, and driving structure and control across the enterprise.stars_2AI Governancearrow_forwarddatabase_searchInternal Audit Managementarrow_forwardorder_approveCompliance Managementarrow_forwardvpn_lock Cyber & IT Riskarrow_forwardgpp_maybeEnterprise Risk Managementarrow_forwardbid_landscapeESG Managementarrow_forwardautorenewOperational Resiliencearrow_forwardadmin_panel_settingsPrivacy Managementarrow_forwardaccount_treeSOX Managementarrow_forwardinbox_text_asteriskThird Party Risk Managementarrow_forwardarrow_backarrow_forward
[H3] IT Service Delivery
SmartSuite unifies IT service management, asset management, incident response, and operations—so teams deliver reliable services and resolve issues faster.prescriptionsEnterprise Service Desk (ESM)arrow_forwardbookmark_stacksIT Asset Management (ITAM)arrow_forwardassignment_globeIT Operations Management (ITOM)arrow_forwarddashboard_2_gearIT Service Management (ITSM)arrow_forwardarrow_backarrow_forward
[H3] Project & Portfolio Management
SmartSuite unifies projects, portfolios, resources, and reporting—so teams stay aligned on priorities and leaders can track progress against OKRs in real time.account_balance_walletPortfolio & Financial Managementarrow_forwardpending_actionsProject & Program Executionarrow_forwardchessStrategy & Planningarrow_forwardarrow_backarrow_forward
[H3] Business Operations
SmartSuite unifies sales, marketing, product, finance, human resources, procurement, and operations—so teams stay aligned and work moves efficiently across the organization.front_loaderConstruction Opsarrow_forwardcall_logCorporate Communicationsarrow_forwardidentity_platformCustomer & Partner Opsarrow_forwardcrownCustomer Success Opsarrow_forwardcalculateFinance Operationsarrow_forwardfinance_modeGo-To-Market Opsarrow_forwardschoolHigher Education Operationsarrow_forwardarticle_personPeople Operationsarrow_forwardbalanceLegal Operationsarrow_forwardcampaignMarketing Operationsarrow_forwardlocal_policePhysical Security Opsarrow_forwardaction_keyProcurement Operationsarrow_forwardcategoryProduct Managementarrow_forwardhome_workReal Estate Operationsarrow_forwardaccount_balance_walletRevenue Operationsarrow_forwardanalyticsSales Operationsarrow_forwardcode_blocksSoftware Developmentarrow_forwardwater_pumpSupply Chain Opsarrow_forwardcontractVendor & Contract Opsarrow_forwardarrow_backarrow_forwardTHE COST OF DISCONNECTED WORK
[H2] The Problem we Solve
SmartSuite helps to connect and manage workflows across teams.reportThe ProblemWhen the systems teams rely on aren’t connected, work becomes harder than it should be—handoffs break down, ownership gets fuzzy, and visibility disappears.closeTool sprawl across teamscloseData silos across teamscloseManual workflows and handoffscloseFragmented team collaborationclosePoor leadership reportingcloseNo single source of truthcloseHigh total cost ownershipcloseUnclear access and permissionscheckThe SmartSuite SolutionSmartSuite connects workflows on a unified work platform that brings consistency to how work is designed, executed, and measured—so people can work smarter. check_circleOne platform, fewer toolscheck_circleConnected workflowscheck_circleAutomated workflowscheck_circleCollaboration in contextcheck_circleReal-time reportingcheck_circleSingle source of truthcheck_circleLower total cost (TCO)check_circleClear access controlsTHE SMARTSUITE PLATFORM
[H2] The Platform Behind
Every SmartSuite Solution
The SmartSuite platform consists of 8 interconnected frameworks that provide a foundation for building, automating, managing and governing connected workflows.Explore SmartSuite Platformarrow_forwarddatabaseData ArchitectureBuild structured, relational data models that keep workflows consistent and scalable.Learn Morearrow_forwardflowsheetWorkflow OrchestrationDesign and tailor workflows visually with clear steps and intuitive experiences.Learn Morearrow_forwardboltAutomationOrchestrate end-to-end processes with triggers, conditions, and multi-step actions.Learn Morearrow_forwardstars_2Artificial IntelligenceEmbed AI into workflows to accelerate work, support decisions, and automate complex steps.Learn Morearrow_forwardpartner_exchangeSecure CollaborationEnable contextual collaboration with comments, files, notifications, and external access—governed by permissions.Learn Morearrow_forwardbrowse_activityEnterprise ReportingVisualize and analyze data with dashboards, charts, and real-time reporting across the workspace.Learn Morearrow_forwardextensionIntegrationsConnect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks.Learn Morearrow_forwardextensionSecurity & GovernanceProtect data with role-based access, authentication controls, audit history, and enterprise governance.Learn Morearrow_forwardWHY SMARTSUITE
[H2] An ROI That Compounds With Adoption
Successful organizations optimize for long-term value — faster rollouts, fewer systems to manage, and pricing that supports adoption over time. SmartSuite is built to compound your return on investment (ROI) as usage expands.
[H3] Launch in weeks, not quarters.
SmartSuite accelerates rollout with ready-to-deploy Solution Suites and proven onboarding services that guide teams from kickoff to production.

Instead of lengthy build cycles and custom development, you start with a best-practice foundation, configure without code, and go live quickly with confidence.

As adoption grows, teams can expand workflows on the same platform—so value increases without starting over.
[H3] Customize without code.
SmartSuite lets process owners tailor workflows, forms, dashboards, and automations without writing code—so the platform fits how your business actually operates.

SmartSuite reduces reliance on developers by enabling business teams to make changes as needs evolve, while IT maintains control through permissions, governance, and standardization.

SmartSuite keeps value compounding because every improvement becomes reusable across teams and use cases—without rebuilding or buying another tool.
[H3] Replace point solutions with one platform.
SmartSuite helps you consolidate scattered tools into one connected platform—so teams can manage risk, IT, projects, and operations without switching systems.

SmartSuite keeps data, permissions, and reporting consistent across workflows, making it easier to govern work and share insights across teams.

SmartSuite reduces administrative overhead as adoption grows—so every new use case increases value without adding another tool to manage.
[H3] Flexible contracts that support adoption.
SmartSuite supports adoption with flexible plans and pricing designed for how organizations actually roll out—starting with one team or use case, then expanding as value is proven.

SmartSuite grows with customers by delivering outcomes—not through lock-ins, forced bundles, or disruptive renegotiation cycles that slow down momentum.

SmartSuite makes expansion a business decision driven by results, so return on investment (ROI) increases as usage expands—without commercial friction getting in the way.
[H3] Lower total cost without tradeoffs.
SmartSuite typically delivers a 25–40% lower subscription cost than comparable solutions for similar scope, while still supporting enterprise-grade needs. And because you can consolidate multiple workflows on one platform, you reduce services dependency, admin burden, and integration maintenance over time.
[H3] Investment that compounds year after year.
On average, SmartSuite reinvests ~60% of revenue into R&D to deepen the platform and accelerate innovation. The result is compounding value: customers can expand capabilities year after year on the same foundation without disruptive migrations.SmartSuite AI Agent Studio
[H2] Bring Intelligence to Every Workflow in Your Business
stars_2AI Workflow AgentsSmartSuite AI Workflow Agents can act on your behalf to move work forward—summarizing updates, drafting content, classifying requests, and triggering next steps. Govern models, access, and outcomes from a centralized AI Control Center.Learn Morearrow_forwarddatabaseContext-Aware DecisionsSmartSuite adapts workflows based on your data, rules, roles, and conditions—so the right steps, fields, and people appear at the right time. Route work intelligently using signals like risk level, SLA, region, and priority.Learn Morearrow_forwardgraph_7Continuous ImprovementSmartSuite turns workflow activity into insights—surfacing bottlenecks, trends, exceptions, and performance signals across teams. Use recommendations and analytics to refine processes over time and improve outcomes, not just output.Learn Morearrow_forward
[H2] Meet Your SmartSuite AI Assistants
Each assistant plugs into your workflows to reduce manual work, improve consistency, and keep execution moving.GRC AI AssistantsTurn GRC work into consistent outputs—policies, evidence, risk statements, and clear ownership for approvals.Policy & Control WriterDraft policies and controls; route for review and approval.Evidence AssistantCollect, summarize, and attach evidence from integrated sources.Risk Summary BuilderTurn assessments into clear risk statements and remediation plans.Stakeholder EnricherAuto-fill stakeholder roles, history, and ownership for approvals.IT Service Delivery AI AssistantsAccelerate service delivery with smarter triage, incident summaries, change impact insights, and faster knowledge creation.Ticket TriageClassify tickets, suggest priority, and route to queues.Incident SummarizerGenerate timelines, updates, and root-cause summaries automatically.Knowledge WriterConvert resolutions into searchable knowledge articles with tags.Change Impact AnalyzerSummarize impact, recommend approvers, draft change communications.Project and PortfolioTurn project activity into status briefs, risks, actions, and portfolio insights—without manual reporting.Status ReporterCreate executive-ready status briefs from tasks and milestones.Risk & Dependency SpotterDetect schedule risks and dependencies; propose mitigation tasks.Notes-to-ActionsTurn notes into decisions, owners, due dates, follow-ups.Portfolio InsightsSummarize portfolio health, priorities, slippage, and attention areas.Contributor EnricherKeep stakeholder roles and responsibilities current across projects.Business OperationsStreamline intake, ensure process compliance, enrich account data, and generate executive-ready updates across operations.Request Intake AssistantConvert messages into structured requests with key fields.Process Compliance CheckerFlag missing steps, approvals, or required information.Executive BriefsGenerate weekly summaries with highlights, metrics, exceptions, actions.Customer Update WriterDraft client updates with status, next steps, and owners.Account & Contact EnricherEnrich accounts and contacts with firmographics and engagement summaries.arrow_backarrow_forward
[H2] Solutions That Scale With Your Business
StartupsStart with the SmartSuite Startup Solution Suite—covering the core workflows founders need to run the business, all in one platform. Manage fundraising, planning, hiring, product, sales, marketing and operations with everything connected.Learn morearrow_forwardMid-Size CompaniesManage business operations and project execution on connected workflows you can tailor without code—project delivery, intake and requests, sales ops, client onboarding, HR processes, and operational reporting—reducing tool sprawl as you scale.Learn morearrow_forwardEnterprisesStandardize critical workflows across teams and departments on one platform—spanning risk and compliance, IT service management, project portfolios, and business operations—with enterprise-grade security, governed access, and real-time visibility.Learn morearrow_forwardBUILT FOR ENTERPRISE IT
[H2] Trusted by Security Teams
encryptedData EncryptionAll SmartSuite traffic is HTTPS encrypted, and data at rest is encrypted using AES-25

The SmartSuite Platform
[H1] A Platform to Build and Maintain Connected Workflows
SmartSuite provides a secure, scalable, AI-powered platform for standardizing workflows across your organization. Unite data, teams, and systems in one governed environment—reducing tool sprawl, improving visibility, and powering end-to-end execution with intelligent automation and enterprise-grade reliability.Watch Platform Overviewanimated_imagesSchedule a DemoSmartSuite Platform Overview
[H2] What is the SmartSuite Platform?
An AI-native enterprise work platformThe SmartSuite Platform is an AI-native enterprise work platform that helps organizations design, automate, manage, and scale the workflows that run the business. Every SmartSuite solution suite runs on this common foundation, giving teams a unified environment to deploy purpose-built solutions, tailor them to their operating model, and extend them with new connected workflows.Built on a relational database foundation, the platform structures business data as a connected work graph, linking records, processes, teams, permissions, automation, integrations, and reporting across the organization. SmartSuite brings together AI, governed no-code configuration, automation, permissions, integrations, and analytics in one environment.The SmartSuite organizations a more scalable way to standardize workflows, reduce fragmentation across enterprise applications, and maintain visibility and control as business requirements evolve.The SmartSuite Platform gives organizations a more connected, governed, and scalable way to run critical workflows.Unified Cloud PlatformOne enterprise foundation for workflows, data, AI, permissions, integrations, and reporting.Relational Data FoundationConnect workflows through a shared relational database architecture that keeps data aligned across processes.Governed No-CodeTailor solution suites and build new workflows without custom development, while maintaining structure and control.AI in the Flow of WorkApply AI directly within workflows to accelerate execution, improve decisions, and reduce manual effort.Connected WorkflowsKeep handoffs, dependencies, and outcomes linked across teams, functions, and solution areas.Enterprise GovernanceMaintain consistent permissions, auditability, and oversight across every workflow.Open Integration ArchitectureConnect SmartSuite with the systems already used across the enterprise.Built to ScaleStart with one solution area and expand on the same platform as workflows connect across the business.
[H2] Why is this important?
As organizations scale, critical workflows often end up spread across fragmented applications, separate data models, disconnected reporting layers, and inconsistent security models. That complexity slows execution, increases administrative overhead, and makes it harder to maintain a clear view of how work is actually running across the business.

SmartSuite replaces that fragmentation with one connected enterprise platform. It gives organizations a consistent way to design, govern, automate, and scale workflows—so teams can move faster, data stays connected, and the business gains a stronger foundation for control, visibility, and continuous improvement.
[H3] The SmartSuite Platform: Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows. Data Architecture FrameworkBuild structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.databaseWorkflow Orchestration FrameworkDesign and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.flowsheetAutomation FrameworkStreamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.boltArtificial Intelligence FrameworkEmbed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.stars_2SmartSuitePlatform Designed for the way modern teams work  - fast, visual, and intuitive.partner_exchangeSecure Collaboration FrameworkEnable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.browse_activityEnterprise Reporting FrameworkVisualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.extensionIntegrations FrameworkConnect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.shield_toggleSecurity & Governance FrameworkProtect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.stars_2
[H2] Workflow Orchestration Framework
Design and tailor workflows visually in SmartSuite Studio. Model your data, define stages and status logic, and compose the exact UI your teams need — all without code.‍Orchestration in SmartSuite is about structure: clear data models, guided progression, and purpose‑built interfaces that make every step intuitive.Visual Builder, No CodeUse Studio to define tables, fields, linked records, sections, and conditional display visually.Structured ProgressionRecords move through your workflow in a predictable, auditable way.Role‑Specific InterfacesCompose pages, record layouts, and dashboards for each role.Reusable PatternsStart from Accelerators or prior solutions, then adapt to your process.Validation by DesignRequired fields, formats, and dependencies for quality data.Connected WorkflowsLink multiple processes across Solutions to share data securely while maintaining each workflow’s structure and permissions.Explore Workflow Orchestrationarrow_forwarddatabase
[H2] Data Architecture Framework
Data Architecture is where the magic of SmartSuite happens. Every workflow is powered by structured data — modeled through Tables and Fields.‍With 44 versatile field types, teams can structure solutions that range from simple trackers to sophisticated relational systems spanning multiple departments. SmartSuite’s standards‑based, relationship‑driven model brings consistency, scalability, and structure to every workflow you build.SolutionsSolutions group your tables, views, automations, and permissions into self-contained workflows that mirror real-world business operations.TablesTables are where your data model lives — each one defining an entity like Risks, Controls, Incidents, or Projects, with fields that shape the data inside it.FieldsOver 40 field types to choose from.. Fields bring precision and meaning to your table — from text and dates to lookups, formulas, attachments, relationships, and more.RecordsRecords blend structured data with collaboration, assignments, comments, and activity history — the unit where real work happens.ViewsGrid, Kanban, Calendar, Timeline, Chart, Map — every view presents your records in a way that fits the task at hand.DashboardsDashboards allow you to display data from any solution or table across your entire workspace.Explore Data Architecturearrow_forwarddatabase
[H2] Automation Framework
The SmartSuite Automation Engine transforms how work gets done -connecting actions, systems and data without a single line of code.‍Our engine handles simple record updates and multi‑step processes that trigger events inside and outside of SmartSuite. It provides a structured, consistent approach that reduces reliance on custom development while empowering teams to automate with confidence.No‑Code PowerBuild automations visually using triggers, filters, and actions.Inside or Outside SmartSuiteUpdate records, notify people, or connect external systems.Webhooks & Native IntegrationsUse either to trigger or perform actions.Structured SequencingChain steps and control execution order clearly.Enterprise‑Ready ScaleBuilt-in logging, monitoring, and robust error tracking and recovery.AI-Powered ActionsUse AI to summarize, classify, or generate content automatically as automations run.Explore Automationsarrow_forwardstars_2
[H2] Artificial Intelligence Framework
AI is embedded into the core of the SmartSuite Platform — not bolted on. From content creation to workflow execution, SmartSuite brings intelligence into every layer.‍Enterprises can select their preferred LLM and provide their own authentication to maintain control over data, privacy, and cost.Bring Your Own LLMOpenAI (GPT‑4, GPT‑4 Turbo, 3.5), Anthropic (Claude 3, Claude 3 Opus), AWS Bedrock (Titan/Anthropic/AI21), IBM WatsonX, Azure OpenAI.AI Workflow Agent in AutomationsClassify/summarize/generate (incl. attachments) and feed results to later steps.SmartDoc Field TypeGenerate, enhance, summarize, and refine text directly within records.Field AgentsRecord‑level assistants that analyze data and propose actions.Secure by DesignAI actions follow your governance and are fully logged.AI GovernanceTrack model usage, review AI actions, and ensure outputs follow your organization’s policies and controls.Explore Artificial Intelligence (AI)arrow_forwardshield_toggle
[H2] Security and Governance Framework
SmartSuite provides fine‑grained, role‑based permissions that protect data without slowing innovation.‍Control access at every level — workspace, solution, table, record, and field — while managing teams and enforcing policies for authentication, IP restrictions, and auditability.Role‑Based AccessAssign by user or team, designating granular view, edit, and admin permissions.Authentication ControlsSSO, MFA/2FA, SCIM, session policies.IP RestrictionsLimit access to approved network ranges.Audit HistoryTrack data changes and configuration updates for multiple years.Compliance ReadySupports SOC 2 Type II and GDPR-aligned practices.Team  ManagementOrganize users into teams and apply consistent access policies across your organization.Explore Security, Roles & Permissionsarrow_forward
[H3] Integration Framework
SmartSuite is designed to connect seamlessly with the tools, systems, and data sources your teams already rely on. Our enterprise‑grade integration framework provides APIs, webhooks, and native connectors to extend SmartSuite or embed it within larger ecosystems.
SmartSuitePlatformREST API + WebhooksiPaaS PlatformsNative IntegrationsNative ConnectorsGoogle Workspace, Microsoft 365, Slack, Salesforce, and more.REST APIRobust CRUD endpoints with authentication and pagination.WebhooksReal‑time inbound/outbound events for sync and automation.iPaaS SupportMake, Zapier, Workato, and more.Developer DocumentationAPI references, auth guides, sample code.SDK & API Key ManagementManage access, versioning, and usage.Explore Integrationsarrow_forwarddiversity_3
[H2] Secure Collaboration Framework
Secure collaboration is a core capability of the platform. Teams communicate, share context, and make decisions directly within the workflows where work happens — reducing the noise of scattered tools.‍SmartSuite supports in‑platform collaboration and threaded conversations with approved external participants, all governed by your access controls.In‑Record CollaborationComment threads and @mentions tied to records.File Sharing & ReviewsAttach files, images, and links; collect feedback in context.Notifications & DigestsReal‑time alerts and scheduled summaries.Activity HistoryEvery comment, update, and file change is logged for transparency.External CollaborationEnable threaded conversations with approved external participants.Collaborative WorkflowsAssign work, manage handoffs, and collaborate directly within your workflow records.Explore Collaborationarrow_forwarddashboard
[H2] Enterprise Reporting Framework
Dashboard and Reporting deliver enterprise‑grade analytics built right into SmartSuite. The reporting engine pulls data from any solution or table across your workspace, honoring every layer of access control so users only see authorized data.‍Teams can visualize, analyze, and act in real time — without relying on external BI tools.Cross‑Solution InsightsCombine data from multiple workflows into unified dashboards and reports.Access‑Aware VisualizationRespect record and field‑level permissions.Charts and ViewsBar, line, pie, scatter, kanban, calendar, pivot, and more.Advanced Analysis ToolsFilters, grouping, sorting, spotlights; drill into live data.Eliminate External BI ToolsReplace Power BI and similar products with integrated, secure reporting.Real-Time UpdatesDashboards and reports update instantly as records change, ensuring every insight reflects the latest information.Explore Dashboard & Reportingarrow_forwardLOCALIZATION & TRANSLATION
[H2] Work In Your Native Langauge
SmartSuite is built for global teams — fully localized and translated into 15 languages so your people can collaborate, automate, and innovate without barriers.
[IMG: USA flag]
English
[IMG: Bulgarian flag]
Bulgarian
[IMG: Flag of France]
French
[IMG: German flag]
German
[IMG: Flag of Italy]
Italian
[IMG: Flag of Netherlands]
Dutch
[IMG: Flag of Poland]
Polish
[IMG: Flag of Portugal]
Portuguese
[IMG: Flag of Sweden]
Swedish
[IMG: Flag of Romania]
Romanian
[IMG: Flag of Russia]
Russian
[IMG: Flag of Spain]
Spanish
[IMG: Flag of Ukraine]
Ukranian
[IMG: Flag of Japan]
Japanese
[IMG: Flag of China]
ChineseLearn Morechevron_forwardThe SmartSuite Platform
[H2] A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.widgetsAny IndustryAI powered solutions, purpose built for any industry, delivered on a single platform.Learn Morearrow_forwardflowsheetAny ProcessA single platform that powers every process to become smarter, faster and more connected.Learn Morearrow_forwardstars_2Any AIYour control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.Learn Morearrow_forwardextensionAny IntegrationConnect SmartSuite to any system or data source with enterprise-grade security and governance.Learn Morearrow_forwardNATIVE SUPPORT FOR IOS AND ANDROID
[H2] Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
[IMG: App Store Icon]
[IMG: Google Play Icon]
YOUR GUIDED TOUR STARTS HERE
[H2] Getting Started with SmartSuite
arrow_backarrow_forwardPart 1: NavigationLearn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter,

Ask the CommunityJoin a growing community of no-code beginners and experts to get your questions answered.Go to SmartSuite CommunityGet CertifiedGain access to online training courses and certifications that promote your knowledge of SmartSuiteGo to SmartSuite AcademyJoin Webinars and WorkshopsEngage in fun and informative events and workshops hosted by SmartSuite and the community.Go to SmartSuite Webinars

Partner Ecosystem
[H1] SmartSuite Partner Programs
Choose the path that matches how you go to market—resell, implement, integrate, refer, or deliver managed services—on top of a next-generation, AI-powered work management platform.Become a Partneropen_in_newFind a Partneropen_in_newPartner Portalopen_in_newSmartSuite Partner Programs
[H2] SmartSuite Partner Ecosystem
Bring SmartSuite to your customers the way you work best—reselling, advising, integrating, or simply referring—through a partner program tailored to your business.SmartSuite’s partner ecosystem is built for organizations that want to standardize how their clients manage work across GRC, IT, PMO and Enterprise Operations.Choose the program that matches your go-to-market motion today, then expand as your SmartSuite practice matures—with shared pipelines, co-selling, and a modern platform that customers love.Download Program OverviewdownloadingResellerProgramSell SmartSuite as part of your own solutions—own the customer relationship and generate predictable license and services revenue for complex enterprise workflows.Learn Morearrow_forwardServicesProgramDeliver repeatable SmartSuite implementations and advisory services—turning expertise in GRC, IT & Service Operations, and Enterprise work into scalable services revenue.Learn Morearrow_forwardTechnology ProgramBuild certified integrations and joint solutions that connect SmartSuite with complementary platforms across security, data, analytics, and collaboration.Learn Morearrow_forwardReferralProgramIntroduce SmartSuite to your network and earn commission on qualified opportunities, without needing to manage implementation or support.Learn Morearrow_forwardMSPProgramUse SmartSuite as the delivery engine behind your managed offerings—GRC-as-a-Service, vCISO/vCRO, IT service operations, and more. Learn Morearrow_forwardPARTNERING BENEFITS
[H2] Why Partner With SmartSuite?
Combine your expertise with a modern, enterprise-ready work management platform built for regulated industries.
SmartSuite gives partners the solutions, economics, and enablement to build durable, profitable practices - not just one-off projects.checkFaster Return on InvestmentLaunch production-ready solutions in weeks, not months, with SmartSuite’s no-code configuration model. Shorter projects mean happier clients, better utilization for your team, and less risk tied to custom development.checkCo-Selling OpportunitiesWork side by side with our sales organization on target accounts, with deal registration, shared forecasting, and clearly defined roles in every opportunity. You stay in the loop from first conversation through renewal.checkLand and Expand PotentialStart with a single workflow or solution, then expand across teams as clients grow. Broader adoption creates ongoing services and advisory opportunities.checkEnterprise-Grade SecurityGive clients confidence with a secure, scalable platform built by a team with deep enterprise and GRC expertise. SmartSuite is designed to support long-term growth in regulated environments.checkBuild for regulated, complex workPower complex, auditable workflows for financial services, healthcare, and other regulated sectors with a platform designed from day on for governance, risk, and compliancecheckOne platform, many practicesDeliver solutions across GRC, IT & Service Operations, Business Resilience, and Enterprise Operations - all on a single platform your clients can standardize on over time.checkPartner-first ecomomicsUnlock clear routes to revenue with reseller margin, services, managed services, and referral commissions - plus deal registration and transparent rules of engagement.checkEnablement that scales with youTurn early wins into repeatable offerings with templates, training, certifications, and co-marketing support that scale as your practice grows.Global Partner Network
[H2] Join our powerful partner network to help serve customers at a global scale.
Localized and translated in 15 languages
[IMG: USA flag]
English
[IMG: Bulgarian flag]
Bulgarian
[IMG: Flag of France]
French
[IMG: German flag]
German
[IMG: Flag of Italy]
Italian
[IMG: Flag of Netherlands]
Dutch
[IMG: Flag of Poland]
Polish
[IMG: Flag of Portugal]
Portuguese
[IMG: Flag of Sweden]
Swedish
[IMG: Flag of Romania]
Romanian
[IMG: Flag of Russia]
Russian
[IMG: Flag of Spain]
Spanish
[IMG: Flag of Ukraine]
Ukranian
[IMG: Flag of Japan]
Japanese
[IMG: Flag of China]
ChineseLearn Morechevron_forwardbecome solution provider
[H2] How to Become A
SmartSuite Partner
SmartSuite works best when it’s fully adopted - and that’s where you come in.As a service partner, you’ll guide clients through onboarding, optimization, and ongoing support to ensure long-term success.Submit ApplicationSimply complete an online application. We’ll evaluate fit, and schedule a 30 minute partner introduction call.Get Startedchevron_forwardSign Partner AgreementsIf accepted, you will be asked to sign a Partner Agreement and NDA.Begin Your Partner JourneyGain access resources that will enable our mutual success.CUSTOMER STORIES
[H2] Trusted by Over 2,000 Organizations Worldwide
From Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.Explore All Case Studiesarrow_forward
[H2] Explore
Partner Programs
currency_exchangeReseller Programarrow_forwardhand_mealServices Programarrow_forwardcode_blocksTechnology Programarrow_forwardreviewsReferral Programarrow_forwarddeployed_codeMSP Programarrow_forward
[H2] Frequently Asked Questions
Who is the SmartSuite Partner Program designed for?The program is built for companies that help customers run and govern their business workflows—resellers, consultancies, MSPs, technology vendors, and referral partners. If you influence or deliver solutions in GRC, IT, operations, or project work, there’s likely a track for you.Do we have to pick just one program, or can we join multiple?Most partners start in a primary program—Reseller, Services, Technology, Referral, or MSP—and then layer on additional designations over time. We’ll work with you to map the right combination based on your business model and how you engage with customers.How do the different program types work together?Each program focuses on a specific way you create value—selling licenses, delivering services, integrating products, referring deals, or operating managed services. The programs are designed to coexist, so a single firm can, for example, both resell SmartSuite and deliver consulting services.Is there a fee to join the SmartSuite Partner Program?There is no fee to submit an application or to be evaluated for the program. Some advanced enablement options and co-marketing packages may be tied to performance tiers or separate agreements, which we’ll outline clearly during onboarding.What kind of support can partners expect from SmartSuite?Partners receive access to product enablement, solution blueprints, and sales resources. As you progress through tiers, you can unlock deeper co-selling support, marketing collaboration, and earlier access to roadmap discussions.In which regions does SmartSuite work with partners?We work with partners globally, with special focus on North America and EMEA. As part of the application process, we’ll capture your key regions, industries, and solution focus so we can align support and referrals appropriately.How long does it take to be accepted into the program?After you submit your application, our team reviews your profile, schedules an introductory conversation, and confirms the best program fit. In most cases, you can expect an initial decision within a few weeks, depending on volume and the complexity of your model.What’s the best first step if we’re not sure which program fits?Start with a discovery call via the Program Overview tab CTA. We’ll walk through your business, how you work with customers today, and recommend a starting program (or combination) that supports your go-to-market strategy.
[H2] Ready to Build Your SmartSuite Partner Strategy?
Work with our team to design the right mix of reseller, services, technology, referral, and MSP partnerships aligned to your market and customer base.Talk to the Partner Teamchevron_forwardDownload Partner Program OverviewdownloadingRESELLER PROGRAM OVERVIEW
[H2] Reseller Program
Build profitable, repeatable solutions on a modern GRC and work management platform.The Reseller Program is for organizations that want to sell SmartSuite as part of a broader solution. You’ll package SmartSuite licenses with your own implementation, configuration, and advisory services—creating high-value offerings across GRC, IT & Service Operations, Business Resilience, and Enterprise Operations.Apply Nowopen_in_newDownload Program OverviewdownloadingGovernance, Risk & Compliance (GRC)Help regulated customers modernize risk, compliance, audit, and third-party workflows on a single platform. Build repeatable GRC solutions that replace spreadsheets and legacy tools while creating long-term license and services revenue.IT Service DeliveryDeliver IT Serice Delivery and service operations solutions that connect incidents, changes, requests, assets, and knowledge in one workspace. Partners can package SmartSuite as a modern alternative to fragmented IT tools and custom-built systems.Project & Portfolio ManagementEnable customers to plan, prioritize, and execute projects across teams with real-time visibility into work, capacity, and outcomes. Resellers can offer SmartSuite as a flexible PPM platform that adapts to each client’s methodology and governance needs.BusinessOperationsStandardize core business workflows—from sales and customer onboarding to vendor management and operations—on one platform. Partners can bundle SmartSuite into broader transformation initiatives and expand across departments over time.account_box
[H2] Is This Program For You?
The Reseller Partner Program is a great fit if you already advise or sell into mid-market and enterprise accounts and want to add SmartSuite to your portfolio. Review the checklist below—if these statements sound like your business, you’re ready to package SmartSuite licenses with your own services and co-sell with our team.checkYou act as a trusted advisor or VAR to mid-market and enterprise customers.checkYou want margin on SmartSuite licenses in addition to services revenue.checkYou build or deliver repeatable solutions across GRC, vendor risk, operational resilience, PMO, or IT service management.checkYou’re comfortable co-selling with a vendor and managing procurement and renewals.rocket_launch
[H2] How Partners Grow
with SmartSuite
Many partners start by reselling core SmartSuite solutions in their specialty, then layer in implementation and advisory services, advance through partner tiers as they hit revenue and certification milestones, and ultimately standardize repeatable solution packages built on SmartSuite templates.checkStart by reselling core SmartSuite solutions in your area of expertise.checkLayer in services such as implementation, configuration, integrations, reporting, and training.checkAdvance through partner tiers by meeting revenue, certification, and customer success milestones—and unlock additional margin and co-marketing support.checkStandardize your offerings into repeatable solution packages built on SmartSuite templates.approval_delegation
[H2] Program Benefits
Program is designed to reward partners who lead with SmartSuite. As a reseller, you earn margin on eligible licenses, receive protection on sourced opportunities, and gain access to co-selling, enablement, and marketing support to help you grow recurring revenue.checkMargin or discounted pricing on eligible SmartSuite licenses.checkDeal registration with clear rules of engagement and protection on sourced opportunities.checkCo-selling support and access to SmartSuite sales specialists for strategic deals.checkSolution accelerators, templates, and implementation best practices.checkPartner portal access for pipeline management, enablement, and marketing assets.checkEligibility for joint marketing campaigns, case studies, and events.
[H2] Explore
Partner Programs
hand_mealServices Programarrow_forwardcode_blocksTechnology Programarrow_forwardreviewsReferral Programarrow_forwarddeployed_codeMSP Programarrow_forward
[H2] Frequently Asked Questions
What does it mean to be a SmartSuite Reseller?Resellers market and sell SmartSuite licenses, often bundled with their own implementation and advisory services. You manage the customer relationship, help them adopt SmartSuite, and earn margin on license sales as well as services revenue.Can we both resell SmartSuite and allow SmartSuite to contract directly?Yes. Some customers prefer to purchase through a reseller; others prefer to contract directly with SmartSuite. We support both motions and will define deal structures and compensation so your role is protected and clearly understood.How does deal registration work for resellers?Deal registration lets you flag a qualified opportunity you’re actively working before anyone else. Once approved, that registration helps prevent channel conflict and signals to our team that you’re leading the opportunity and should be supported accordingly.What kind of margin or discount can resellers expect?Reseller margin is based on program level and performance. While specific percentages are documented in the program guide, you can expect the structure to reward sourced opportunities, multi-year deals, and consistent customer growth.Are there minimum commitments to remain a Reseller?We expect resellers to actively sell and support SmartSuite, but we don’t impose unrealistic quotas out of the gate. Program tiers and benefits are tied to activity and customer success; we’ll review your pipeline and performance together on a regular cadence.Do resellers have to provide first-line support?As a reseller, you’re typically the primary relationship owner and first point of contact for solution-level questions. SmartSuite provides platform support, documentation, and escalation paths so you can lean on us for product issues or complex cases.Can we resell into accounts that already use SmartSuite?In some cases, yes—for example, when you’re expanding SmartSuite to new regions, departments, or solution areas. We handle these situations carefully using deal registration and clear rules of engagement to ensure the customer and the partner are treated fairly.What makes an ideal Reseller partner for SmartSuite?Ideal resellers already sell into regulated or process-intensive industries, have experience with GRC or work management platforms, and are committed to building repeatable offerings on SmartSuite rather than one-off projects.
[H2] Grow your business as a SmartSuite Reseller
Package SmartSuite with your own services to deliver modern GRC and work management solutions—w