Features
No-code workflow orchestration with drag-and-drop builder
SmartSuite AI Agent Studio for building AI agents
Multi-view data visualization (Calendar, Card, Chart, Gantt, Kanban)
Real-time dashboards and live reporting
Built-in automation with triggers and actions
In-context collaboration with comments and decisions
Role-based access control and permissions
Audit trails and compliance reporting
Document management with rich content embedding
Pre-built solution suites for GRC, IT, Projects, Operations
Integration with Slack, Jira, Salesforce, and 100+ tools
Developer API for custom integrations
SOC 2 Type II, ISO 27001, GDPR, HIPAA compliance
U.S. and EU data center deployment options
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows