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SmartSuite

SmartSuite

Software Development

Newport Beach, CA 9,556 followers

AI-native Work OS for GRC, ITSM, PPM & Business Ops

About us

SmartSuite is an AI-native work platform that connects the workflows that run your business. Think of SmartSuite as a Work Operating System (Work OS)—a unified foundation for data, automation, AI, permissions, integrations, and reporting that helps teams build, manage, and scale work across the organization. Most teams start with a single workflow—then expand as they see the power of connected work across departments. SmartSuite makes it easy to standardize processes, assign clear ownership, automate follow-through, and gain real-time visibility from leadership dashboards down to the details in every record. SmartSuite includes purpose-built solution suites across four core areas: • Governance, Risk, Compliance & Resilience — unify risk, compliance, audit, third-party risk, operational resilience, business continuity, regulatory readiness, privacy, AI governance, and ESG. • IT Service Management (ITSM) — manage incidents, changes, requests, assets, and service operations, with direct connections to evidence, issues, and remediation. • Project & Portfolio Management — align teams on priorities, track execution across initiatives, and report progress against goals and OKRs in real time. • Business Operations — run processes across sales, marketing, product, operations, HR, finance, procurement, and more. With a modern UI and enterprise-grade governance, SmartSuite helps organizations replace spreadsheets and fragmented point tools with connected workflows, accountable execution, and measurable outcomes.

Website
http://www.smartsuite.com
Industry
Software Development
Company size
51-200 employees
Headquarters
Newport Beach, CA
Type
Privately Held
Founded
2019
Specialties
ITSM, BCP, Sales CRM & Revenue Operations, Governance, Risk & Compliance (GRC), Business Continuity & Crisis Management, IT Service Management, Marketing & Brand Management, Legal & Contract Management, Project & Program Management, Workflow Automation, Sustainability & ESG Operations, and IT Service & Operations Management (ITSM)

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    Updates

    • Whether you're new to SmartSuite or ready to sharpen your skills, this is a great opportunity to learn from our team. Hope to see you there!

      View organization page for SmartSuite

      9,556 followers

      This Month's SmartSuite Training Class | July 30 Join our live SmartSuite training on July 30, starting at 7 AM PT, to learn how to confidently design, build, and automate solutions that scale with your team. In this hands-on training, you’ll learn how to: • Navigate your workspace, templates, and solution structure • Design tables, fields, and linked records for clean, reliable data • Organize information using views, forms, and permissions • Build interactive dashboards and reports • Automate workflows and apply AI directly within SmartSuite If you're eager to join this month's training class, please complete the registration request form: https://lnkd.in/gcn5ZdXX

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    • This Month's SmartSuite Training Class | July 30 Join our live SmartSuite training on July 30, starting at 7 AM PT, to learn how to confidently design, build, and automate solutions that scale with your team. In this hands-on training, you’ll learn how to: • Navigate your workspace, templates, and solution structure • Design tables, fields, and linked records for clean, reliable data • Organize information using views, forms, and permissions • Build interactive dashboards and reports • Automate workflows and apply AI directly within SmartSuite If you're eager to join this month's training class, please complete the registration request form: https://lnkd.in/gcn5ZdXX

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    • View organization page for SmartSuite

      9,556 followers

      💡 🏛️ Customer Spotlight 🏛️ 💡What happens when a city is managing critical services across multiple departments, but operations rely on paper forms, spreadsheets, and manual handoffs? Ville de Pincourt transformed city operations with SmartSuite, creating a centralized platform that connects firefighters, public services, IT, and citizens through automated digital workflows. In a short time, they: 💰 Saved $45K+ annually by replacing outdated software ⏱️ Saved hundreds of hours each month through automation 👥 Unified 80+ staff on a single platform 🔄 Replaced 5 legacy tools across city operations With SmartSuite, they now: 🚒 Automate firefighter scheduling and training management 📋 Centralize employee, asset, and operational records ⚡ Streamline work orders, approvals, and citizen requests 🌐 Power digital portals for employees and citizens alike The result: faster service delivery, greater transparency, improved compliance, and a modern operational foundation that benefits both city employees and the community they serve. “Many of their processes relied on paper-based handoffs between departments, eventually reaching accounting, where the data was entered into Excel, printed, and then manually input into another system. It was an inefficient and outdated approach" - Cynthia Breault, Cloud Data Technician @ Ville de Pincourt Read the full story here 👉 https://lnkd.in/gtzb8fiQ #CustomerSpotlight #LocalGovernment #PublicSector #DigitalTransformation #WorkflowAutomation #OperationalExcellence #SmartCities #GovernmentInnovation #SmartSuite

    • What's New in SmartSuite: Our Q2 What's New webinar is live 🎥 Over 200 people joined us live out of 500+ registrants from 28 countries. Thank you to everyone who showed up. Jon Darbyshire, Peter Novosel, and Artem Kunytsia walked through Q2's biggest releases: a new Team field type, cross-solution calendars, Forms 2.0 (internal submissions, multi-page, progress bars), actionable Teams notifications, looping automations, a local MCP server, and more. Watch the full recording: https://lnkd.in/gQsTcbSa Explore all the new features in full here: https://lnkd.in/g9QtB8Rd #SmartSuite #ProductUpdate

      What's New in SmartSuite - July 6

      https://www.youtube.com/

    • SmartSuite reposted this

      View organization page for SmartSuite

      9,556 followers

      Live Webinar: What's New in SmartSuite | July 9 at 8am PST Join SmartSuite Founder & CEO, Jon Darbyshire and Head of Product, Artem Kunytsia for a live product update focused on how enterprise teams are simplifying operations, strengthening governance, and scaling with confidence. In this session, SmartSuite will walk through newly released capabilities —including Dynamic Record Permissions, SmartSuite MCP Server, advanced automation capabilities, enhanced dashboards, and next generation forms —and share a preview of what’s coming next on the platform roadmap. 📅 Thursday, July 9 ⏰ 8:00 AM PT 🎤 Live walkthrough + Q&A Whether you’re responsible for operations, IT, compliance, or solution design, this session will offer a clear look at how SmartSuite continues to evolve to support complex, enterprise-grade workflows. 👉 Register here: https://lnkd.in/gNmNmGMA Can’t attend live? Register to receive the recording.

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    • ❤️ 🇺🇸 💙 Wishing the SmartSuite community a wonderful 4th of July weekend! Thank you for the hard work, dedication, and collaboration you bring every day and trusting us to help power your work. We're truly grateful for you. As we roll into the 4th of July weekend, here's another SmartSuite customer story worth celebrating... 💡 🚗 Customer Spotlight 🚗 💡What happens when a luxury car concierge business is managing 160+ classic and exotic vehicles across three locations, but operations run on spreadsheets, sticky notes, and text messages? So Cal Classic Car Storage transformed its operations with SmartSuite, creating a centralized hub to manage vehicles, customer requests, and concierge services in one place. In a short time, they: 💰 Saved $75K annually by avoiding an additional admin hire ⏱️ Cut vehicle pickup response times by 50% 🚗 Streamlined operations across 3 locations and 160+ vehicles ⭐ Enhanced the customer experience with faster, more reliable service With SmartSuite, they now: ⚡ Deliver real-time updates to staff anywhere 📍 Track every vehicle and service request in one place 📂 Centralize customer and vehicle information 🔌 Power a customer-facing concierge app through SmartSuite APIs The result: faster service, greater visibility, and a scalable foundation for growth. "I wouldn't be able to run this business without SmartSuite. It's the backbone of our operation."— Dean Morash, Founder & CEO, So Cal Classic Car Storage Read the full story here 👉 https://lnkd.in/gBMMqBP7 #CustomerSpotlight #WorkflowAutomation #OperationalExcellence #DigitalTransformation #CustomerExperience #SmartSuite #FourthOfJuly

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    • SmartSuite reposted this

      View organization page for SmartSuite

      9,556 followers

      Live Webinar: What's New in SmartSuite | July 9 at 8am PST Join SmartSuite Founder & CEO, Jon Darbyshire and Head of Product, Artem Kunytsia for a live product update focused on how enterprise teams are simplifying operations, strengthening governance, and scaling with confidence. In this session, SmartSuite will walk through newly released capabilities —including Dynamic Record Permissions, SmartSuite MCP Server, advanced automation capabilities, enhanced dashboards, and next generation forms —and share a preview of what’s coming next on the platform roadmap. 📅 Thursday, July 9 ⏰ 8:00 AM PT 🎤 Live walkthrough + Q&A Whether you’re responsible for operations, IT, compliance, or solution design, this session will offer a clear look at how SmartSuite continues to evolve to support complex, enterprise-grade workflows. 👉 Register here: https://lnkd.in/gNmNmGMA Can’t attend live? Register to receive the recording.

      • No alternative text description for this image
    • View organization page for SmartSuite

      9,556 followers

      Live Webinar: What's New in SmartSuite | July 9 at 8am PST Join SmartSuite Founder & CEO, Jon Darbyshire and Head of Product, Artem Kunytsia for a live product update focused on how enterprise teams are simplifying operations, strengthening governance, and scaling with confidence. In this session, SmartSuite will walk through newly released capabilities —including Dynamic Record Permissions, SmartSuite MCP Server, advanced automation capabilities, enhanced dashboards, and next generation forms —and share a preview of what’s coming next on the platform roadmap. 📅 Thursday, July 9 ⏰ 8:00 AM PT 🎤 Live walkthrough + Q&A Whether you’re responsible for operations, IT, compliance, or solution design, this session will offer a clear look at how SmartSuite continues to evolve to support complex, enterprise-grade workflows. 👉 Register here: https://lnkd.in/gNmNmGMA Can’t attend live? Register to receive the recording.

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    • 💡 🏥 Customer Spotlight 🏥 💡What happens when a healthcare organization is managing complex provider termination workflows through spreadsheets, emails, and manual handoffs and every delay increases compliance risk? A leading regional healthcare organization transformed its operations with SmartSuite, replacing fragmented processes with centralized automation, real-time visibility, and scalable workflows. Managing provider terminations meant coordinating dozens (sometimes hundreds) of provider, location, plan, and service combinations. Teams relied on shared inboxes, manual updates, and disconnected systems, making it difficult to track ownership, maintain compliance, and scale operations efficiently. In a short time, they: 📉 Reduced provider termination processing time by 75% ⚙️ Eliminated 30 FTEs worth of manual work 📊 Delivered real-time leadership visibility 🚀 Preparing to scale to 3,000+ care management staff With SmartSuite, they now: 🔗 Centralize provider and plan data in one platform 📨 Turn emails into automated workflows 📋 Generate documents and notifications automatically 📍 Track ownership and progress in real time ⚡ Replace manual processes with scalable automation The result: faster operations, reduced compliance risk, and a scalable foundation for enterprise-wide transformation. “SmartSuite’s new looping automation will reduce workflow complexity by 80%, that’s a huge operational gain. We’ve already saved the equivalent of 30 FTEs.” - Director of Network Operations What started as a provider termination initiative has become a blueprint for operational transformation. Additional departments, including network, credentialing, and contracting are now looking to build on the same SmartSuite foundation. Read the full story here 👉 https://lnkd.in/gfU2mB5m #Healthcare #HealthcareOperations #WorkflowAutomation #OperationalExcellence #DigitalTransformation #CareManagement #ProcessImprovement #SmartSuite #FutureOfWork

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    • SmartSuite reposted this

      🤖 SmartSuite AI keeps getting smarter. Over the past few months, the SmartSuite Product Team has been shipping meaningful AI enhancements that go well beyond content generation and into real workflow automation. A few recent highlights: 🧠 AI Field Agents for summaries, classifications, and recommendations ✍️ Enhanced Prompt Management with richer prompts and field references 🔄 Expanded Field Support for AI-powered workflows 🔌 MCP Server Integration connecting SmartSuite with AI tools and agents What I appreciate most is SmartSuite's approach to AI. The goal isn't to replace people but rather to help them work smarter. AI is embedded directly into workflows where it can eliminate repetitive work, surface insights faster, and accelerate decision-making, while still keeping humans in control of the process. That human-in-the-loop mindset is critical, especially for operational, compliance, governance, and business-critical workflows where context, judgment, and accountability still matter. The result is AI that feels practical and actionable, not AI for AI's sake. 👉 Check out the latest releases: SmartSuite What's New @ https://lnkd.in/ecAyCX6M 💡Learn more about SmartSuite AI Agent Studio @ https://lnkd.in/eSFmfRRr How are you using AI in SmartSuite today? We'd love to hear what's working well, where you're seeing value, or what you'd like to see next. #SmartSuite #AI #ArtificialIntelligence #AIAgents #WorkflowAutomation #BusinessAutomation #HumanInTheLoop #NoCode #DigitalTransformation #FutureOfWork #Productivity #MCPServer

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    Funding

    SmartSuite 2 total rounds

    Last Round

    Series A

    US$ 13.0M

    See more info on crunchbase