About Smartsheet

Smartsheet is a SaaS, enterprise-ready cloud app for work management and collaboration, trusted by more than 80,000 businesses and millions of users in over 175 countries.

Regarded for its online project management, collaboration, and file sharing features, Smartsheet's intuitive spreadsheet-like app is used broadly to track and manage diverse types of work including: team projects and task lists, customer information, sales pipelines, event schedules, and business processes. The Smartsheet platform offers tools for workflow automation, content collaboration, forms management, project management, activity logging, scheduling, real time data tracking, and more.

Customers can access their accounts online or through integrations with leading web services. Smartsheet is a top-rated online project management solution for Google Apps and Salesforce, and is also integrated with leading web apps such as Box, Dropbox and Zapier. The Smartsheet API also allows users to integrate the system with their existing workflows.

Since 2006, Smartsheet has established a proven track record for ease of use, security, and system availability. Customers include small and medium businesses, Fortune 500 companies, and academic institutions, as well as local and federal government agencies.

Pricing starting from:

US$7.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Smartsheet

Seamless integration with Google Apps:
- Sign in with your Google account info
- Sync with Google Calendar
- Works with Google Drive: attach Drive files to any row in Smartsheet
- Update project info from Gmail
- Import/Export between Google Spreadsheet and Smartsheet
- Import Google Contacts
- Open attached Microsoft Project and Excel files in Google Drive

Salesforce integration:

Smartsheet and Salesforce work together for ultimate productivity. Link project sheets to Salesforce accounts, contacts, opportunities or cases for real-time collaboration on project status, files, and discussions. Other perks include:
- Single sign-on from Salesforce
- Create new project sheets from Salesforce
- Link to existing project sheets
- Access key project sheets from any Salesforce account, contact, opportunity or case.

Box integration:

Collaboration takes on new meaning with the Smartsheet and Box integration. The cloud apps are easy to use together and offer instant value. Teams can quickly share and collaborate on files related to specific projects with internal staff as well as external teams, including vendors clients and contractors. Some other benefits include:
- Perfect for the Small Teams or Large Enterprise: Smartsheet and Box are easy to use, don't require IT to install or manage, and immediately deliver value to users
- Add Structure, Save Time: Access files from Box in the context of your project or task
- No Need to Upload New Versions: All changes made to documents in Box are instantly available in Smartsheet
- Share Files with Teams Near and Far: Smartsheet's project sharing and row sending capabilities allow you to share files in Box with other team members with a click of the mouse
- A Little or A Lot: Link a specific document - or an entire folder of documents - to your Smartsheet project

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

English, French, German, Italian, Portuguese, Russian, Spanish

Pricing starting from:

US$7.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Smartsheet Software - Multiple Platform Views
Smartsheet Software - Real-Time Dashboards
Smartsheet Software - Content Collaboration
Smartsheet Software - Grid View
Smartsheet Software - Gantt View
Smartsheet Software - Card View
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Smartsheet Software - Multiple Platform Views Smartsheet Software - Real-Time Dashboards Smartsheet Software - Content Collaboration Smartsheet Software - Grid View Smartsheet Software - Gantt View Smartsheet Software - Card View

Features

Total features of Smartsheet: 202

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Planning
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Analytics
  • Analytics/ROI Tracking
  • Approval Process Control
  • Approval Workflow
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Backlog Management
  • Bar Chart
  • Bed Management
  • Bid Management
  • Billing & Invoicing
  • Brainstorming
  • Brand Management
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calibration Management
  • Campaign Management
  • Capacity Management
  • Certification Tracking
  • Change Management
  • Change Order Management
  • Channel Management
  • Charting
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Commercial
  • Committee Management
  • Communication Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customisable Dashboard
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Deadline Management
  • Dependency Tracking
  • Digital Asset Management
  • Discussions / Forums
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • EMR/EHR
  • Electronic Data Capture
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Employee Management
  • Equipment Tracking
  • Event Calendar
  • Expense Management
  • Expiration Management
  • Feedback Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Management
  • Financial Reporting
  • Forms Management
  • Functions/Calculations
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • HIPAA Compliant
  • Idea Management
  • Incident Reporting
  • Inventory Management
  • Issue Management
  • Issue Tracking
  • Job Scheduling
  • KPI Monitoring
  • Kanban Board
  • Key & Lock Management
  • Lab Information Management
  • Lead Management
  • License Verification
  • Marketing Calendar
  • Marketing Reports
  • Markup Tools
  • Media Planning
  • Milestone Tracking
  • Mobile Access
  • Mobile Dashboards
  • Multi-Campaign
  • Multi-User Collaboration
  • Multi-board
  • Multiple Projects
  • Negative Feedback Management
  • Online Applications
  • Parent Task
  • Patient Management
  • Patient Records Management
  • Payroll Management
  • Percent-Complete Tracking
  • Permit Management
  • Physician Management
  • Policy Management
  • Portfolio Management
  • Preventive Maintenance
  • Prioritisation
  • Private Dashboards
  • Process Change Tracking
  • Product Roadmapping
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Public Dashboards
  • Quotes/Estimates
  • RFI & Submittals
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Management
  • Requirements Management
  • Rescheduling
  • Residential
  • Resource Management
  • Retrospectives Management
  • Risk Management
  • Roadmapping
  • Role-Based Permissions
  • SSL Security
  • Sales Reports
  • Scheduled / Automated Reports
  • Search/Filter
  • Secure Data Storage
  • Service History
  • Single Page View
  • Single Sign On
  • Spend Management
  • Spreadsheet View
  • Staff Calendar
  • Status Tracking
  • Strategic Planning
  • Subcontractor Management
  • Supports Agile
  • Supports Scrum
  • Surveys & Feedback
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Management
  • Technician Management
  • Template Management
  • Templates
  • Testing/QA Management
  • Third Party Integrations
  • Third-Party Integration
  • Time & Expense Tracking
  • Time Tracking
  • To-Do List
  • Traditional Methodologies
  • Version Control
  • Visual Workflow Management
  • Visualisation
  • Web Forms
  • Widgets
  • Work History
  • Workflow Configuration
  • Workflow Management

Alternatives

monday.com

4.6
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Wrike

4.2
#2 Alternative to Smartsheet
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Asana

4.4
#3 Alternative to Smartsheet
Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

Ravetree

4.2
#4 Alternative to Smartsheet
Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing...

Reviews

Overall rating

4.5 /5
(1,903)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.3/5
Customer Support
4.3/5

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Showing 5 reviews of 1,903
Megan C.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Critical in daily management

Reviewed on 09/07/2021

I absolutely love the software and the company. The system meets our needs and is flexible when we...

I absolutely love the software and the company. The system meets our needs and is flexible when we need to make adjustments. While the cost is fairly high to start up, annually it is worth the cost, as it streamlines our processes and allows us to be more efficient.

Pros

This is the tool we use every day, every hour, to track all of our enrollments and clients. Our team monitors enrollments and other CRM tools don't give us the flexibility to track multiple events and data points. It's Excel but on steroids with multiple functions and features. We're using it more and more every day for reporting up to our management team on progress for our client events.

Cons

I'm not so good at the formulaic side of things and making sheets talk to each other, or building a dashboard, is not an intuitive process. There are not step by step instructions or visuals which is something I need personally. It's a lot of trial and error in getting things set up. When I first started, it was very expensive to work with someone who helped build the infrastructure base and looking back there are many things I'd have done differently if I'd understood it a little better. A lot of the consultation time was wasted in trying to get the person to understand what we were trying to achieve.

Aaron R.
Overall rating
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good For Value, Limits in Scale

Reviewed on 19/04/2021

Generally a good experience. Trouble only came when trying to do more advanced data analysis, and...

Generally a good experience. Trouble only came when trying to do more advanced data analysis, and workflows.

Pros

Very good with basic project management features. Kanban is great, and you can view data multiple ways (kanban, gantt, table). The workspaces tool is cool, it's a good way to organize reports and data. Reports are great for showing users only the data they need, and keeps them out of source data tables. There is also good cross sheet functions like you would see in excel.

Smartsheet is also one of the most widely available tools to be integrated with. Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.

Cons

Features can be way behind. They just introduced features like pivot, and group to analyze data. Their internal workflow tools are behind what's commonly available in the marketplace. And if you want to use a separate workflow tool like Zapier, you will pay to use it. Their row limit just went up from 5,000 to 20,000 in a sheet in 2020, which was always a limit of how much we could scale the tool.

Alternatives Considered

Microsoft Excel, Google Sheets and Quickbase

Switched From

Zoho Projects

Reasons for Switching to Smartsheet

Smartsheet is cost effective, and has better control rules and UI than spreadsheets.
Erika M.
Overall rating
  • Industry: E-Learning
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

I chose this and love it

Reviewed on 03/09/2021

Pros

The ability to share sheets and collaborate is absolutely essential between myself and my teams. I like that all of the Smartsheets that I have access to can be organized into folders for easy retrieval and love the ability to pin sheets or go to the most recently accessed to be able to easily find the one I'm looking for. They also often introduce new features, which is great. Also, the automation tools, like the ability to notify someone when a row or field changes, is absolutely key with the way we do business to ensure that everyone is always on the same page.

Cons

This is nit-picky, but I do not like setting up rules for a sheet, and then the email that is sent to people looks like it is sent from "me." I would rather have the email come from Smartsheet instead my email address because in many cases I set up the rules for others and it appears that I am emailing them about it but that is not the case.

Patrick H.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Solid software for quick and easy spreadsheets & Gantt charts

Reviewed on 15/12/2020

While I prefer Smartsheet for Gantt charts, or quick and simple spreadsheets due to its ease of...

While I prefer Smartsheet for Gantt charts, or quick and simple spreadsheets due to its ease of use, I have been disappointed with all of the other marketed features, and would recommend Google Sheets in general, since it is similarly collaborative, has better options for in-depth formulas, customizing of sheets and automated emailing with query's and G-script, and is free.

Pros

Smartsheet is my preferred software for Gantt charts, and for quick & simple spreadsheets. The formatting features are especially effective, such as easy indenting and quick checkbox options that can be used with formulas. Gantt charts on Smartsheet are quick and intuitive with all the options I would like to have. Dashboards can be a nice way to have an overview with links to different sheets if you have a project with several documents, and are willing to spend the extra time and money to set it up.

Cons

The big Con with Smartsheet is that it lacks the in-depth features of similar spreadsheet software that is also usually freely available.
Conditional formatting the way you would like it to work can take a surprisingly long time, as it can take many conditions (often one per column per action) to accomplish what you would think would take a handful.
Automatic email sending from sheets sounds great but is still not very fleshed out, and options are pretty limited.
Complex formulas usually need to be done in several hidden columns or they can end up taking large paragraphs of hard-to-edit text and numbers due to lack of formula options. This can also make complicated spreadsheets pretty slow.
Bugs occur infrequently, but make me prefer to double check important sheets.

Derek W.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Smartsheet: The only reason I have time for vacation

Reviewed on 24/08/2021

We have solved a plethora of project schedule tracking needs, paired with a system to house our...

We have solved a plethora of project schedule tracking needs, paired with a system to house our files and notes with a meaningful and useful structure. I use Smartsheet for a 1000 different reasons, and hope that new tools and features keep getting added to my toolbox.

Pros

My favorite tool in Smartsheet would have to be a combination use of automated reminders, overdue milestone reports, assigning staff to tasks, and running detailed reports to check on my team's current progress. Paired with cross sheet cell linking, index/match where needed, and Datamesh when running large scale reporting when conditional formatting may be needed is a bundle of brilliance. Simply a great batch of tools for the job.

Cons

No file renaming option. Limited sheet summary report functionality. Limited batch update tools to revise and align current project sheets. Lack of permission settings without additional purchased feature packages.

Alternatives Considered

Microsoft Project

Reasons for Choosing Smartsheet

After reviewing the functionality of Smartsheet and the tools it had to offer, we quickly realized that we were missing out on this toolset and Smartsheet could automate the repetitive tasks that our humans were completing. Now we have freed up the extra time needed to allow our current staff to problem solve, rather than spending the day stuck in repetitional tasks.

Reasons for Switching to Smartsheet

MS Project simply does not have all of the tools needed for success. Smartsheet captures all of the vital points that MSP has to offer and pairs it with real time linking and much more.
Showing 5 reviews of 1,903 Read all reviews

Smartsheet FAQs

Below are some frequently asked questions for Smartsheet.

Smartsheet offers the following pricing plans:

  • Starting from: US$7.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Smartsheet has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Smartsheet supports the following languages:

English, French, German, Italian, Portuguese, Russian, Spanish

Smartsheet supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Smartsheet integrates with the following applications:

123FormBuilder, Azuqua, Backupify, Bitium, Box, Centrify Identity Service, DocuSign, Domo, Dropbox Business, Easy Insight, Egnyte, Evernote Teams, Formstack Forms, Gmail, Google Calendar, Google Drive, Google Workspace, Harvest, Jira, Klipfolio, Mailchimp, Marketo Engage, Meisterplan, Microsoft 365, Microsoft Azure, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Okta, OneDrive, OneLogin, Qlik Sense, Quip, Salesforce Service Cloud, ServiceNow, Skype for Business, Slack, TIBCO Spotfire, Tableau, VMware Horizon, Workplace by Facebook, Zapier

Smartsheet offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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