SmartSuite

What is SmartSuite?

SmartSuite is a platform developed to help businesses and teams work smarter by providing a suite of connected solutions for various aspects of business operations. It was created to address the need for a comprehensive tool after the market lacked a "One App To Replace Them All" product. SmartSuite offers solutions for different teams such as design, software development, governance, risk & compliance, customer success, business operations, finance, procurement, venture capital, construction, real estate, food services, non-profits, legal teams, professional services, information technology, business continuity planning, security operations, and more. Each solution is tailored to streamline workflows, improve efficiency, and centralize processes within a single platform.

Who created SmartSuite?

SmartSuite was created by a team looking for a solution that didn't exist in the market - a unified platform to streamline work processes. The CEO, Jon, led the development to enable real-time tracking of tasks and improve team collaboration. The company aimed to empower users to work smarter with a suite of integrated solutions tailored to various industries like nonprofits, health and wellness, education, project management, sales, marketing, HR, product management, design, software development, governance, risk, compliance, customer success, business operations, finance, procurement, venture capital, construction, real estate, and food services.

What is SmartSuite used for?

• Software development
• Human resources
• Project management
• Real Estate
• Product management
• Customer success
• Sales Teams
• Food Services
• Procurement Teams
• Venture Capital
• Construction Teams
• Non Profits
• Legal Teams
• Professional Services
• Information Technology
• Business Continuity Planning
• Manage every back office process of venture firms
• Create a single source of truth for construction projects
• Manage sales pipeline, contacts, referrals, and property transactions in real estate
• Optimize profitability in food services by tracking food costs and coordinating staff
• Track supporters and donations, engage with decision makers, and manage fundraising for non-profits
• Manage wellness programs for individuals or organizations in health and wellness
• Manage student progress, assets, and curriculum for teachers
• Manage procurement workflows by tracking expenses, managing POs, and vendor relationships
• Centralize customer data, track requests, and monitor onboarding activities for customer success
• Consolidate financial processes, authorize capital investments, track debts, and monitor financial performance for finance teams
• Marketing Teams
• Design Teams
• Governance, Risk & Compliance
• Business Operations
• Manage every back office process of Venture Capital firms
• Manage sales pipeline and property transactions for Real Estate
• Optimize food costs and coordinate staff in Food Services
• Track supporters and donations for Non-Profit organizations
• Manage wellness programs for Health and Wellness
• Manage student progress and curriculum for Teachers
• Centralize procurement workflows for Procurement Teams
• Track and manage sales opportunities for Sales Teams
• Manage HR processes and performance tracking for Human Resources

Who is SmartSuite for?

• Legal teams
• Professional services
• Information Technology
• Business Continuity Planning
• Security Operations
• Procurement Teams
• Creative Design
• Software development
• Governance, Risk & Compliance
• Customer success
• Business Operations
• Finance teams
• Venture Capital
• Construction Teams
• Real estate
• Food Services
• Non Profits
• Project Management
• Sales teams
• Marketing teams
• Human Resources
• Product Management
• Design Teams
• Health and Wellness
• Teachers

How to use SmartSuite?

To use Smartsuite effectively, follow these steps for a smooth experience:

1. Choose Your Solution: Depending on your business needs, select the appropriate Smartsuite solution such as project management, sales, marketing, HR, product management, design, software development, governance, risk & compliance, customer success, business operations, finance, legal teams, professional services, information technology, or procurement.

2. Explore Features: Familiarize yourself with the tools available within your chosen solution, including templates, workflows, reporting options, and customization features.

3. Get Started: Begin by setting up your projects, tasks, or workflows within the selected solution. Use the pre-made templates provided and customize them to suit your specific requirements.

4. Collaborate: Utilize the platform to collaborate with team members, track progress, assign tasks, and monitor activities. Centralize communication, feedback, and relevant documents to ensure seamless collaboration.

5. Monitor Performance: Use the dashboards and reporting functionalities to track key metrics, monitor progress, and assess the overall performance of your projects or business operations.

6. Customize and Optimize: Tailor the tools and features to match your unique workflow and requirements. Make adjustments as needed to optimize efficiency and productivity.

7. Stay Informed: Keep abreast of updates, new features, and best practices related to Smartsuite to maximize your usage and benefit from the latest improvements.

By following these steps, you can leverage Smartsuite to enhance project management, streamline operations, improve collaboration, and drive success across various aspects of your business.