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Smartsheet

by Smartsheet · Since 2005
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ActiveAvailable globallyCloud
Quick facts
VendorSmartsheet
Year launched2005
StatusActive
LocationBellevue, Washington, USA
Countries servedGlobal
Languages8
Integrations11+
Free tierNO
Free trialYES
Contact salesYES

About Smartsheet

Smartsheet is an intelligent work management platform that enables teams to manage projects, automate workflows, and build solutions. It offers flexible views like grids, Gantt charts, and Kanban boards, alongside reporting dashboards and collaboration tools.

Smartsheet is an enterprise-grade work management platform designed to help teams plan, track, automate, and report on work at scale. It caters to a wide range of use cases, from project and portfolio management to marketing operations and IT service delivery. Key capabilities include flexible project views (Gantt, Kanban, calendar), workflow automation to reduce manual tasks, and customizable dashboards for real-time reporting. The platform supports team collaboration through features like comments, file sharing, and proofing. Smartsheet offers native mobile apps for iOS and Android and desktop apps for Windows and Mac, ensuring access across devices. It integrates with many popular business applications, including Microsoft 365, Google Workspace, Slack, and Salesforce. Pricing is available in Pro and Business tiers with per-user monthly subscriptions, while Enterprise and Advanced plans require a custom quote. A free trial is available, but there is no permanent free tier. Support options include a knowledge base, community forums, and paid plans with phone and live chat support.

Pros & Cons

Pros
  • Highly flexible platform that supports various work methodologies with multiple views like Gantt, Kanban, and calendar.
  • Powerful automation capabilities allow teams to streamline repetitive tasks and approval processes without writing code.
  • Offers robust reporting and dashboard features for real-time visibility into project and portfolio performance.
  • Extensive integration options with popular enterprise software like Salesforce, Jira, Microsoft 365, and Slack.
  • Provides enterprise-grade security features and administrative controls suitable for large organizations.
Cons
  • The interface can have a steep learning curve for new users unfamiliar with spreadsheet-style project management.
  • Pricing for Enterprise and Advanced Work Management plans is not public and requires contacting sales.
  • Some advanced features and premium apps are only available as add-ons or in higher-priced tiers.
  • The sheer number of features can feel overwhelming for small teams with simple project needs.

Features

Key features

Flexible Project Views

Manage and visualize work using various layouts including Grid, Gantt, Calendar, and Card (Kanban) views to suit different project needs.

Workflow Automation

Build no-code automated workflows to streamline repetitive processes like approvals, status updates, and reminders.

Dashboards and Reporting

Create real-time dashboards with customizable widgets to track key metrics, visualize data, and report on project progress to stakeholders.

Resource Management

Effectively allocate and track resources across projects with views and heatmaps to manage workloads and prevent over-allocation.

Team Collaboration

Facilitate teamwork with features for real-time co-editing, comments, file attachments, and proofing within the context of the work.

Integrations

Connect with a wide range of business applications like Microsoft Teams, Slack, Google Workspace, Jira, and Salesforce to centralize work.

Portfolio Management

Standardize and manage collections of related projects from a central view to monitor health, optimize budgets, and make strategic decisions.

Additional features

AI-Powered Tools

Utilize AI to generate formulas, analyze data, summarize content, and create text descriptions, accelerating tasks and providing insights.

Customizable Forms

Capture consistent data from internal and external stakeholders with embeddable forms that support conditional logic.

Document Generation

Automatically create custom-branded PDFs from data in your sheets, integrating with services like DocuSign for e-signatures.

Content Management

Organize, share, and version files within projects using a built-in file library and content collaboration tools.

Secure Request Management

Centralize and track intake requests securely, ensuring compliance and providing visibility into request status.

Workload Tracking

Monitor team member workloads to identify availability, balance tasks, and resolve over-allocations for better project execution.

Scenario Planning

Explore what-if scenarios for project timelines and resource capacity without impacting live plans to determine the best path forward.

Activity Log

Track changes made to a sheet, including who made the change and when, providing a complete audit trail.

Proofing

Review and approve creative assets like images and videos directly within Smartsheet, consolidating feedback in one place.

Templates

Start projects quickly with a gallery of pre-built, customizable templates for various use cases like campaign plans and project schedules.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
8
Interface languages
6
Billing currencies

Interface languages

EnglishGermanSpanishFrenchItalianPortugueseRussianJapanese

Billing currencies

🇺🇸USD🇦🇺AUD🇨🇦CAD🇪🇺EUR🇬🇧GBP🇯🇵JPY

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