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Smartsheet

Smartsheet brings together project management, timelines, and teamwork into one platform. While its extensive capabilities might seem daunting at first, the adv...

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Smartsheet brings together project management, timelines, and teamwork into one platform. While its extensive capabilities might seem daunting at first, the adv...

Product Overview

Smartsheet brings together project management, timelines, and teamwork into one platform. While its extensive capabilities might seem daunting at first, the advantages of automation and real-time reporting are considerable. Additionally, its compatibility with applications such as Salesforce enhances its applicability across various sectors. Users can take advantage of a free trial to determine how well it meets their requirements.

Product Snapshot

Product Details

What Is Smartsheet?

Smartsheet is a comprehensive enterprise work management platform designed for organizations to effectively oversee projects, programs, and processes of all sizes. As a cloud-based tool, it offers features for team collaboration, workflow automation, resource management, and managing portfolios. Whether handling basic task management or spearheading extensive company transformations, Smartsheet serves as a flexible solution suitable for varied business needs.

This platform provides numerous built-in templates, clear pricing structures, and integrations with a wide array of other applications. With Smartsheet, users gain enhanced visibility and control over their work, which is particularly useful for teams charged with managing large-scale portfolios or optimizing the project development process.

What Is Smartsheet Best For?

A standout feature of Smartsheet is its automation capabilities, empowering users to establish recurring and conditional workflows for routine tasks. By automating these processes, teams can conserve time and minimize manual efforts. This feature also enhances visibility into project status and historical execution, facilitating better resource management and tracking across multiple departments.

Unlike its competitors such as Monday.com or Trello, Smartsheet distinguishes itself with enterprise-level security and robust portfolio management tools, making it a premier option for businesses in need of a more powerful platform.

Smartsheet Pricing

Smartsheet provides a range of pricing plans that cater to businesses of any scale. Users can choose to pay on a monthly or annual basis, based on their requirements. The pricing for Smartsheet is outlined as follows:

  • Free – $0

  • Pro – $12/member/month

  • Business – $24/member/month

  • Enterprise – Custom pricing

  • Advanced Work Management – Custom pricing

While the pricing is straightforward, it's important to note that additional costs might arise, including for extra storage, automation features, or integrations with tools like Tableau or PowerBI, which might involve extra setup and usage fees. Furthermore, larger organizations or teams new to Smartsheet may incur extra costs for training and onboarding. To get tailored pricing, please request a custom quote for your business.

Disclaimer: Pricing is subject to change.

Smartsheet Integrations

Smartsheet effortlessly integrates with numerous third-party applications, enhancing its functionalities and allowing users to interlink their existing technology stack. Some prominent integrations include:

  • Jira

  • Salesforce

  • Adobe Creative Cloud

  • Miro

  • DocuSign

How Does Smartsheet Work?

Upon logging in, users can start navigating the dashboard and engage with Smartsheet’s project management software by following these steps:

  1. Create a new sheet to initiate your project, program, or process.

  2. Add columns and rows to monitor key details, such as tasks and due dates.

  3. Assign tasks to individuals using the assignment column.

  4. Utilize features like dependencies to connect tasks that require a specific sequence.

  5. Set up views and filters to highlight only relevant data, such as overdue tasks.

  6. Automate repetitive tasks and approval processes through formula columns and automation rules.

  7. Access a variety of templates designed for common scenarios, such as Agile project management or planning marketing campaigns.

  8. Modify, edit, and structure content as your project develops using Smartsheet's dynamic tools to keep track of project progress.

You also have the option to schedule a demo of Smartsheet for a personalized guidance on the platform’s features.

Who Is Smartsheet For?

Smartsheet is an ideal solution for businesses of various sizes, from small startups to expansive enterprises. It is particularly advantageous in sectors such as:

  • Marketing

  • IT and operations

  • Construction

  • Healthcare and life sciences

  • Government

  • Education

How Smartsheet Compares To Competitors?

Feature

Smartsheet

monday.com

Trello

Interface

Offers a familiar, Excel-like interface for data management

Provides a more visual, broad-based interface

Primarily uses Kanban-style boards without a spreadsheet view

Resource Management

Includes resource management tools for tracking team workload and availability

Provides workload views but may lack comprehensive resource management features

Does not offer built-in resource management, requires third-party integrations

Automated Workflows

Provides advanced workflow automation with conditional logic and alerts

Offers automation features, though they may be less advanced

Basic automation primarily through integrations and power-ups

Scalability

Designed to handle complex, large-scale projects with cross-project views and reporting

Suitable for various project sizes but may require additional configuration for large-scale projects

Best suited for smaller projects; can become cumbersome with increased complexity

Is Smartsheet Right For You?

If you’re in search of a project management solution capable of growing alongside your expanding business, Smartsheet should be on your radar. It excels for organizations aiming to manage extensive portfolios and streamline their operations. Its adaptable pricing options, including those for business and enterprise levels, make it suitable for a wide range of businesses.

Smartsheet is distinguished by its impressive portfolio management functionalities and ability to manage intricate workflows, making it perfect for teams coordinating multiple projects across various departments. In comparison with other project management solutions such as Asana and Basecamp, Smartsheet provides superior resource management capabilities and advanced features like enterprise-grade security, customizable pricing, and integration options with industry-standard applications such as Salesforce, Jira, and Adobe Creative Cloud.

If you’re still uncertain whether this software is the right fit for you, consider exploring reviews highlighting the advantages and disadvantages of Smartsheet. Alternatively, feel free to reach out to us at (661) 384-7070, and we will assist you in making an informed choice.

Project Management Software Features

dashboard
free plan
reporting
scheduler
dashboards
free trial
mobile app
purchasing
ai features
file sharing
integrations
telemedicine
collaboration
mobile access
time tracking
bid management
patient portal
budgeting tools
e prescriptions
email marketing
lead generation
marketing tools
quality control
rent collection
task management
asset management
automation tools
custom workflows
document sharing
easy integration
expense tracking
lab integrations
lease management
maintenance logs
project tracking
shared calenders
budget management
claims management
data importexport
project templates
safety management
tenant management
time zone support
content management
customizable forms
data visualization
equipment tracking
project management
project scheduling
shop floor control
team communication
alertsnotifications
campaign management
communication tools
contract management
document management
employee engagement
employee management
employee onboarding
facility management
incident management
production planning
property accounting
reporting analytics
resource allocation
workforce analytics
financial management
inventory management
maintenance requests
patient demographics
portfolio and assets
real time monitoring
bill of materials bom
billing and invoicing
business intelligence
customer segmentation
equipment maintenance
inspection management
partner data exchange
product health scores
scalable architecture
work order management
attendee communication
customizable workflows
facilities maintenance
performance management
benefits administration
change order management
compensation management
registration management
reporting and analytics
social media management
supply chain management
workflows and approvals
business intelligence bi
communication and access
documents and compliance
manufacturing management
subcontractor management
training and development
integrated team calendars
stakeholder collaboration
access controlspermissions
human resources management
maintenance and operations
attendance and time tracking
employee self service portal
integration with erp systems
product lifecycle management
centralised product portfolio
venue and resource management
agenda and schedule management
compliance and risk management
human resources management hrm
sales and marketing automation
speaker and content management
audience interaction technology
data driven product performance
employee information management
on site and virtual event tools
project planning and scheduling
tenant and lease administration
appointment managementscheduling
product lifecycle management plm
integration with financial systems
production planning and scheduling
recruitment and applicant tracking
financial management and accounting
customer relationship management crm

Pros

  • Enterprise-grade no-code platform that supports customization
  • Single sign-on available for seamless login
  • Spreadsheet-like grid view and Gantt charts for project tracking
  • Smartsheet app for Android and iOS for mobile management
  • Scalable platform that supports both small teams and large organizations

Cons

  • May require advanced training for optimal use
  • Large spreadsheets may take time to load
  • Limited customization for non-technical users

Price

Professional

$0

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Smartsheet offers an API that can be integrated with other tools and systems.

Smartsheet supports English, German, French, Italian, Spanish, Russian, and Portuguese.

Smartsheet integrates with Salesforce, Jira, Zapier, and others.

Yes, Smartsheet has a mobile application for both Android and iOS devices.

Smartsheet is ideal for businesses of all sizes across industries like marketing, IT, healthcare, construction, and more. It is especially useful for teams and organizations that need to manage large-scale portfolios and streamline workflows. Whether you're a small team or a large enterprise, Smartsheet can support your project management and collaboration needs.

Smartsheet offers various support options, including chat, phone, email, and a knowledge base.

The purchase process for Smartsheet is straightforward: you can sign up for a free trial, select a pricing plan that best suits your needs, and provide payment details for the chosen subscription. For enterprise customers, Smartsheet offers custom pricing based on the scale and requirements of the organization.

Smartsheet offers a variety of pricing plans, including the Free plan, Pro ($12), Business plan ($24), and Enterprise plans. The Business plan offers advanced features like unlimited dashboards, integration with apps such as Salesforce, and unlimited viewers for stakeholders. The price varies based on the plan chosen, with the standard commercial price point applicable for the Pro and Business plans. Request a custom Smartsheet cost quote for your business.

If you need to reset pricing due to changes in your organization's needs, Smartsheet's customer support team can assist in adjusting your subscription plan to match your current usage. You can contact Smartsheet for guidance on adjusting your plan or to inquire about custom pricing based on your business requirements.

If you mistakenly receive nonprofit pricing, contact the customer support team to correct it. This will ensure you are billed according to your organization's needs.