AI TOOL PROFILE

SmartSuite | Connected GRC and Enterprise Work Platform

SmartSuite helps organizations consolidate fragmented tools into one platform. It is designed for teams that need to standardize workflows across departments while maintaining security and compliance controls.

Pricing

SmartSuite offers a 14-day free trial of the Professional plan with no credit card required. Paid tiers include Team ($15/seat/month billed annually), Professional ($32/seat/month billed annually), and Enterprise ($50/seat/month).

At a glance

Best for
Startups, Small and medium-sized businesses, Global enterprises, Regulated industries
Key use cases
GRC and Risk Management, IT Service Delivery, Project and Portfolio Oversight, Business Operations
Integrations
Slack, Microsoft Teams, Google Workspace, Microsoft 365, Salesforce
Visit SmartSuiteSmartSuite software interface screenshot

How AI is used

SmartSuite is a work management platform where teams can design and manage business processes without writing code. It is designed for a range of organizations, from early-stage startups to global enterprises, providing a foundation for data, reporting, and automation.

The platform focuses on four main areas: Governance, Risk, and Compliance (GRC); IT Service Delivery; Project and Portfolio Management; and Business Operations. By using relational data models and connected workflows, it supports the reduction of tool sprawl and manual coordination.

For buyers in regulated environments, the software provides certifications such as SOC 2 Type II, ISO 27001, GDPR, and HIPAA. It also includes integrated AI agents that can summarize updates, draft content, and classify requests within the workflow.

Buyers should confirm if the record and storage limits of the different pricing tiers align with their specific data volume and team size.

Key Features

  • AI Workflow Agents

    Built-in AI that helps summarize updates, draft content, classify requests, and trigger next steps within workflows.

  • No-Code Workflow Orchestration

    A visual builder that allows process owners to design data models and workflows without technical development skills.

  • Enterprise Reporting

    Dashboards and charts that pull data from multiple solutions to provide visibility into performance.

  • Relational Data Architecture

    Supports linked records and lookups across tables and solutions to help maintain a single source of truth.

  • Role-Based Access Control

    Permissions that can be set at the workspace, solution, table, record, and field levels.

  • Workflow Automation

    A trigger-and-action engine designed to handle repetitive tasks and sync data with external systems.

Use Cases

  • GRC and Risk Management

    Unifying risk assessments, audit management, and compliance tracking into one system.

  • IT Service Delivery

    Centralizing service requests, incident response, and asset management with automated routing.

  • Project and Portfolio Oversight

    Tracking milestones and dependencies across multiple projects to align with organizational OKRs.

  • Business Operations

    Standardizing internal processes for HR, procurement, and legal operations.

Integrations

  • Slack
  • Microsoft Teams
  • Google Workspace
  • Microsoft 365
  • Salesforce
  • Jira Cloud
  • HubSpot
  • Zapier
  • Make
  • REST API

FAQ

What is a SmartSuite Solution?

A Solution is a collection of tables and workflows configured to manage a specific business process, such as sales CRM or project tracking.

Can SmartSuite be used for highly regulated industries?

Yes, the platform is designed for regulated environments and holds SOC 2 Type II, ISO 27001, GDPR, and HIPAA certifications.

How does the pricing work for different team sizes?

Pricing is per seat, with specific tiers for startups, mid-size companies, and enterprises, including a 14-day free trial of the Professional plan.

Source category: Operations

Source subcategory: Compliance Management

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