Smartsheet Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Smartsheet: Top Project Management Software
4.25 / 5
Featured Project Management Software Alternatives for Smartsheet
$9 per seat per month
Zoom, Google Docs, Salesforce, Slack and more
Document collaboration and comments
Editor's Take
monday.com is a Work Operating System (Work OS) that enables teams to plan, organize, and manage tasks efficiently. Known for its customizable interface, it allows users to tailor workflows to suit specific needs, whether for task management or complex projects. The software’s automation features help reduce manual work by automating repetitive tasks based on set triggers. monday.com also fosters team collaboration through real-time updates, file sharing, and discussion threads, making it easier for teams to stay aligned and productive. Additionally, it integrates with popular tools like Slack, Google Drive, and Zoom to streamline operations across platforms.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$10 per user per month
Google Drive, Slack, Salesforce, and QuickBooks
Request forms and @mentions
Editor's Take
Wrike is a project management platform designed to help teams streamline their workflows and boost productivity. It offers a flexible, user-friendly interface that allows users to manage tasks, track progress, and collaborate on projects in real time. With its customizable dashboards and detailed reporting tools, Wrike provides clear visibility into project timelines and team performance. The platform also supports automation, enabling teams to automate repetitive tasks and reduce manual efforts. Collaboration is enhanced through features like task comments, file sharing, and integrations with tools such as Slack, Microsoft Teams, and Google Workspace. Wrike’s scalability makes it suitable for teams of any size, from small businesses to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
Yes
project management, and time tracking, billing, ticketing
Editor's Take
ConnectWise PSA (formerly known as ConnectWise Manage) is a comprehensive Professional Services Automation (PSA) software tailored for IT service providers, managed service providers (MSPs), and technology solution providers. It centralizes key business functions, from project management and time tracking to billing, ticketing, and customer relationship management (CRM). Designed to streamline operations and enhance service delivery, ConnectWise PSA enables teams to manage service tickets efficiently, track and bill time accurately, and automate invoicing for smoother financial processes.
The software’s project management capabilities help users organize tasks, monitor progress with Gantt charts, and allocate resources effectively, ensuring projects are delivered on time and within budget. ConnectWise PSA also offers robust reporting and analytics tools, providing insights into operational efficiency, financial performance, and customer satisfaction, which help users make data-driven decisions.
A standout feature is its integration with the ConnectWise ecosystem, including tools like ConnectWise Automate and ConnectWise Sell, as well as third-party applications such as QuickBooks, Microsoft 365, and IT Glue. These integrations allow seamless workflows across IT operations, from service delivery and sales to finance, making it easier for IT service providers to manage all aspects of their business in one platform.
ConnectWise PSA’s flexible pricing and scalable functionality suit both small MSPs and large IT enterprises, offering tailored options based on business needs. Overall, ConnectWise PSA is an industry-leading choice for IT professionals seeking a robust, all-in-one platform that improves service efficiency, operational visibility, and client satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Smartsheet Review
What is Smartsheet
Smartsheet project management software centers on a spreadsheet-like grid that enhances traditional task tracking with interactive features such as attachments, comments, and automated alerts. This setup allows teams to organize data flexibly while managing complex workflows more effectively.
The platform excels in facilitating collaboration by enabling multiple users to work on the same sheet simultaneously, with real-time updates and fine-grained permission controls. Team members can comment directly on tasks or data points, reducing the need for external communication tools and improving clarity.
Automation capabilities within Smartsheet reduce repetitive manual work by allowing users to create custom rules that trigger notifications, approval requests, or data updates based on conditions. This helps teams stay on top of deadlines and changes without additional overhead.
Integration with widely used business applications like Microsoft Office 365, Google Workspace, Slack, and Salesforce streamlines workflows by connecting data and files across platforms. This seamless connectivity supports efficient project execution and reduces redundant data entry.
For those evaluating how Smartsheet improves team collaboration, its support for real-time editing, commenting, and permission customization creates a transparent work environment. Managers and contributors alike benefit from clear communication and controlled access to sensitive information.
Additionally, Smartsheet offers robust reporting and dashboard tools that consolidate project data into visual widgets such as charts and key indicators, enabling quick insights into progress and potential obstacles. These features assist leadership in making informed decisions and resource allocations.
Security remains a priority, with encryption, multi-factor authentication, and administrative controls ensuring data protection and compliance with enterprise standards. This reassures organizations managing sensitive project information.
For companies exploring options, understanding what is the most popular business scheduling software can provide valuable context when comparing Smartsheet’s capabilities with other tools in the market.
Featured Project Management Software Products
$9 per seat per month
Zoom, Google Docs, Salesforce, Slack and more
Document collaboration and comments
Editor's Take
monday.com is a Work Operating System (Work OS) that enables teams to plan, organize, and manage tasks efficiently. Known for its customizable interface, it allows users to tailor workflows to suit specific needs, whether for task management or complex projects. The software’s automation features help reduce manual work by automating repetitive tasks based on set triggers. monday.com also fosters team collaboration through real-time updates, file sharing, and discussion threads, making it easier for teams to stay aligned and productive. Additionally, it integrates with popular tools like Slack, Google Drive, and Zoom to streamline operations across platforms.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$10 per user per month
Google Drive, Slack, Salesforce, and QuickBooks
Request forms and @mentions
Editor's Take
Wrike is a project management platform designed to help teams streamline their workflows and boost productivity. It offers a flexible, user-friendly interface that allows users to manage tasks, track progress, and collaborate on projects in real time. With its customizable dashboards and detailed reporting tools, Wrike provides clear visibility into project timelines and team performance. The platform also supports automation, enabling teams to automate repetitive tasks and reduce manual efforts. Collaboration is enhanced through features like task comments, file sharing, and integrations with tools such as Slack, Microsoft Teams, and Google Workspace. Wrike’s scalability makes it suitable for teams of any size, from small businesses to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
Yes
project management, and time tracking, billing, ticketing
Editor's Take
ConnectWise PSA (formerly known as ConnectWise Manage) is a comprehensive Professional Services Automation (PSA) software tailored for IT service providers, managed service providers (MSPs), and technology solution providers. It centralizes key business functions, from project management and time tracking to billing, ticketing, and customer relationship management (CRM). Designed to streamline operations and enhance service delivery, ConnectWise PSA enables teams to manage service tickets efficiently, track and bill time accurately, and automate invoicing for smoother financial processes.
The software’s project management capabilities help users organize tasks, monitor progress with Gantt charts, and allocate resources effectively, ensuring projects are delivered on time and within budget. ConnectWise PSA also offers robust reporting and analytics tools, providing insights into operational efficiency, financial performance, and customer satisfaction, which help users make data-driven decisions.
A standout feature is its integration with the ConnectWise ecosystem, including tools like ConnectWise Automate and ConnectWise Sell, as well as third-party applications such as QuickBooks, Microsoft 365, and IT Glue. These integrations allow seamless workflows across IT operations, from service delivery and sales to finance, making it easier for IT service providers to manage all aspects of their business in one platform.
ConnectWise PSA’s flexible pricing and scalable functionality suit both small MSPs and large IT enterprises, offering tailored options based on business needs. Overall, ConnectWise PSA is an industry-leading choice for IT professionals seeking a robust, all-in-one platform that improves service efficiency, operational visibility, and client satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$15 per month
Yes
email tracking, pipeline management, reporting
Editor's Take
HubSpot Sales is a powerful sales automation and customer relationship management (CRM) platform designed to help sales teams streamline processes, improve productivity, and close deals faster. Integrated within the HubSpot ecosystem, this tool provides a comprehensive suite for lead tracking, email automation, pipeline management, and sales analytics, making it ideal for businesses looking to optimize their sales efforts from prospecting to closing.
HubSpot Sales simplifies outreach with email tracking, templates, and automated follow-ups, allowing sales reps to engage leads more effectively and track interactions in real-time. The platform’s pipeline management features give sales teams a clear view of deal stages, helping them prioritize tasks and move leads through the sales funnel with ease. With built-in reporting and insights, HubSpot Sales provides valuable metrics on performance, helping teams identify trends and improve strategy. Integrations with popular tools like Gmail, Outlook, and LinkedIn make it easy for teams to manage all communications within one platform. For organizations aiming to enhance their sales process and drive growth, HubSpot Sales delivers a scalable, user-friendly solution that empowers teams to close deals faster and with greater efficiency.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Demo available
Tax management, employee self-service, analytics
Editor's Take
ADP Workforce Now is a comprehensive human capital management (HCM) platform designed for medium to large businesses. It offers a suite of tools that streamline HR, payroll, talent management, time and attendance, and benefits administration. Known for its scalability and ease of use, ADP Workforce Now allows businesses to automate routine tasks, maintain compliance with changing regulations, and optimize workforce management.
Key features include robust payroll and tax management, employee self-service options, and integrated reporting and analytics. The platform also offers mobile access, allowing employees and managers to handle HR tasks on the go. ADP Workforce Now’s integration capabilities with third-party applications and its strong focus on data security make it a trusted solution for managing complex HR operations.
For businesses seeking a reliable, all-in-one HCM solution that enhances efficiency, ensures compliance, and scales with growth, ADP Workforce Now is an excellent choice.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Smartsheet cost
Smartsheet: Top Project Management Software
4.25 / 5
Individual Plan
- Price: $7 per user per month (billed annually)
- Includes unlimited sheets, reports, and dashboards
- 20 automated actions per user per month
- 10 GB file attachment limit per user
Business Plan
- Price: $25 per user per month (billed annually)
- Unlimited automated actions
- 1,000 update requests per month
- 100 GB file attachment limit per user
- Admin and user management controls
Enterprise Plan
- Pricing available on request
- Advanced security and governance
- Unlimited automated workflows
- Dedicated support and onboarding
Smartsheet offers a free 30-day trial for new users to explore its features before choosing a paid plan.
What are the pros of Smartsheet
- Highly customizable interface for tailored sheets, dashboards, and reports to improve project workflows
- Real-time collaboration tools allowing document sharing, task assignment, and team communication within the platform
- Seamless integration with major third-party apps like Microsoft Office 365, Google Workspace, Slack, and Salesforce
- Automation features that streamline repetitive tasks such as alerts, approvals, and status updates
- Multiple project views including Gantt charts and calendars for enhanced planning and scheduling
What are the cons of Smartsheet
- Steep learning curve due to complex features and broad functionality.
- Offline access is minimal, limiting use without internet connectivity.
- User interface can be cluttered, especially for those unfamiliar with spreadsheet-style layouts.
- Automation setup requires advanced technical knowledge.
- Mobile apps lack some desktop features, reducing usability on mobile devices.
- Customization and template options may not meet highly specialized workflow requirements.
What are the core features of Smartsheet
Smartsheet: Top Project Management Software
4.25 / 5
Smartsheet equips teams with a robust set of tools designed to streamline project management and enhance collaboration. Its features focus on task organization, timeline visualization, and team coordination, making it easier to handle complex workflows efficiently.
- Task Creation & Assignment: Quickly generate tasks and allocate them to team members to establish clear accountability within projects.
- Due Dates: Assign specific deadlines to tasks to keep projects on schedule and track progress effectively.
- Task Prioritization: Highlight critical activities by setting task priorities, ensuring focus on the most impactful work.
- To-Do Lists: Organize tasks and subtasks via customizable to-do lists for individual and team use.
- Dependencies: Link tasks with dependencies so that certain activities commence only after previous tasks finish, managing complex sequences smoothly.
- Drag & Drop Interface: Rearrange tasks and project elements intuitively to update plans quickly and adapt to changes.
- Recurring Tasks: Automate scheduling for repetitive tasks, minimizing manual effort and oversight.
- Project Planning: Define project scope, timelines, and deliverables within a centralized platform for thorough planning.
- Project Map: Visualize project elements and their interconnections to better understand overall structure.
- Gantt Charts: View project schedules and task durations along a timeline to monitor progress clearly.
- Calendar View: Display tasks and milestones on a calendar, facilitating deadline and event tracking across various time spans.
- Multiple Views: Choose between grid, card, or calendar formats to work in the style that best suits project requirements.
- Templates: Accelerate project setup using a library of pre-built templates tailored for different workflows.
- Resource Scheduling: Manage allocation of team members and assets to optimize usage and avoid overbooking.
- Dashboards for Project Monitoring: Customize dashboards to consolidate key metrics and real-time project status.
- Automated Alerts and Reminders: Set up notifications to keep everyone informed about task updates and approaching deadlines.
- Collaboration Tools: Facilitate communication through comments, attachments, and sharing directly within tasks and sheets.
- File Attachment Support: Attach relevant documents to tasks or rows, centralizing important project information.
- Conditional Formatting: Apply rules to visually emphasize data based on specific criteria, enhancing clarity and prioritization.
- Reporting Capabilities: Generate customizable reports that compile data across projects for in-depth analysis.
- Mobile Access: Use dedicated mobile apps to update and monitor projects anytime, anywhere.
- Integration with Third-Party Tools: Connect seamlessly with Microsoft Office, Google Workspace, Slack, and more to extend workflow capabilities.
- Form Creation: Create forms that feed data directly into sheets, simplifying information gathering.
- Version Control: Track changes and maintain a history of edits, allowing review and rollback when necessary.
- Access Controls and Permissions: Manage who can view or edit project data with detailed permission settings for security.
- Time Tracking: Monitor hours spent on tasks to support resource management and billing accuracy.
- Workflow Automation: Automate routine processes using triggers and actions to boost efficiency.
- Cell Linking: Link cells across sheets for dynamic data updates and cross-referencing.
- Critical Path Visualization: Highlight tasks that directly influence project completion to identify key priorities.
Benefits of using Smartsheet
Smartsheet offers a powerful suite of features designed to boost productivity and coordination for teams across industries. This review highlights the platform’s core advantages, helping prospective customers understand how Smartsheet can be tailored to meet diverse organizational demands.
- Familiar Spreadsheet Interface: Smartsheet’s layout resembles traditional spreadsheets, easing adoption for users familiar with Excel. This intuitive design accelerates onboarding and simplifies data handling without sacrificing advanced capabilities.
- Seamless Team Collaboration: Real-time communication tools such as commenting, file attachments, and notifications enhance transparency and keep everyone aligned. These features make remote and in-office teamwork more efficient and organized.
- Automated Workflow Management: By enabling customizable automation of repetitive tasks and approvals, Smartsheet minimizes manual workload and reduces errors, allowing teams to focus on higher-value activities.
- Flexible Project Visualization: Multiple views like Gantt charts, calendars, and card layouts help users track progress and deadlines clearly. This versatility supports better resource allocation and deadline management regardless of project complexity.
- Robust Integration Ecosystem: Compatibility with popular tools such as Microsoft Office 365, Google Workspace, Slack, and Salesforce centralizes workflows and streamlines data exchange, bridging various business functions seamlessly.
- Enterprise-Grade Security: Comprehensive security measures including user access controls, encryption, and compliance with industry standards safeguard sensitive information, making Smartsheet suitable for organizations with stringent data protection needs.
- Customizable Dashboards and Reporting: Users can tailor dashboards and generate detailed reports to monitor project health and make informed decisions, supporting a data-driven management style.
- Mobile Accessibility: Smartsheet’s mobile applications empower users to manage tasks and update project status from any location, enhancing flexibility and responsiveness in fast-paced work environments.
Our expert take on Smartsheet
When evaluating Smartsheet for your team, I found its spreadsheet-like interface immediately approachable, especially if you're used to Microsoft Excel. This familiarity eases the transition to more advanced project tracking without a steep learning curve. However, as I explored deeper, the platform’s true strength revealed itself in its flexibility—supporting everything from basic task lists to sophisticated automated workflows. This versatility means I could tailor it to fit various project types and industries, something I consider crucial in any smartsheet project management software review.
One aspect I particularly appreciate is Smartsheet’s automation capabilities. The ability to set up custom alerts, reminders, and approval processes helped reduce manual follow-ups and kept my projects moving smoothly. This level of automation is a real time-saver, especially when managing multiple teams or complex projects. The platform also integrates seamlessly with tools like Microsoft Teams and Slack, which made communication and data sharing effortless within my existing workflows.
Collaboration is another area where Smartsheet shines. Real-time updates and simultaneous editing by multiple stakeholders significantly improved transparency and alignment across my projects. The variety of views available—such as Gantt charts and card layouts—helped me visualize progress in ways that suited different team members’ preferences. That said, the platform’s pricing and feature complexity may require smaller teams to carefully weigh their options, as noted in a smartsheet pricing and features analysis I reviewed.
While powerful, Smartsheet can be overwhelming at first due to extensive customization options. I found that investing time in training or onboarding was necessary to fully leverage its capabilities. It’s not a plug-and-play solution, which means you need to configure it thoughtfully to match your unique project needs and team dynamics. This setup effort, however, can pay off by streamlining execution and boosting collaboration.
For those interested in improving operational efficiency, exploring complementary tools like call tracking software can provide valuable insights. Integrating such solutions with Smartsheet could enhance overall project oversight and communication, making it a compelling combination for many businesses.
What business types use Smartsheet
Smartsheet serves a wide array of industries, each leveraging the platform’s robust features to fit distinct operational needs. Here's a breakdown of key sectors adopting Smartsheet and their primary uses:
- Technology firms: These companies utilize Smartsheet to enhance project management by tracking sprints, allocating resources, and maintaining seamless communication across dispersed teams. Integration with development tools centralizes data, boosting transparency.
- Construction companies: Smartsheet aids in coordinating intricate schedules, budgets, and subcontractor tasks. Customizable templates for timelines and budgeting simplify complex projects, while attaching blueprints and photos improves onsite communication.
- Healthcare providers: Hospitals and clinics use the platform to streamline patient scheduling, equipment inventory, and clinical trial oversight. Its security features are vital for safeguarding sensitive information and promoting cross-department collaboration.
- Educational institutions: Universities and schools manage academic calendars, event planning, and research projects with Smartsheet. The platform supports grant tracking, curriculum coordination, and fosters communication among departments and partners.
- Marketing and advertising agencies: These agencies rely on Smartsheet for campaign timelines, asset workflows, and client approvals, centralizing documentation to keep teams aligned and enabling dynamic resource adjustments.
- Financial services companies: Banks and insurers employ Smartsheet to manage compliance projects, risk assessments, and onboarding processes. Automation reduces manual input and improves reporting accuracy while audit trails support regulatory adherence.
- Manufacturers: The software helps oversee production schedules, supply chain logistics, and quality control. Integration with ERP systems synchronizes production and inventory data, while custom reports identify bottlenecks.
- Nonprofit organizations: Smartsheet facilitates fundraising campaigns, volunteer coordination, and program tracking. Its user-friendly interface and affordability suit limited IT resources, enabling real-time project updates for stakeholders.
- Real estate firms: Agents and brokers manage listings, client interactions, and transaction workflows. Integration with document management ensures contracts and disclosures are securely stored within project plans.
- Government agencies: The platform supports public project management, interdepartmental collaboration, and compliance reporting, offering transparency and scalability from small offices to large federal departments.
For prospective customers seeking solutions tailored to project management teams, understanding how Smartsheet adapts across these industries is crucial. Its versatility supports diverse workflows, enhances collaboration, and streamlines complex operations. Additionally, those interested in expanding their software toolkit might find this list of the best call center software useful when evaluating complementary technologies for customer communication management.
Best 5 alternatives to Smartsheet
ADP Workforce Now
3.9 / 5
ADP Workforce Now emerges in this discussion as a potential contender in the realm of HCM software, hinting at a unified platform designed to streamline various workforce-related functions. The provided source hints—albeit without extensive details—at a solution that aims to bring together essential human capital management tools under one roof, catering to the diverse needs of organizations. While specifics are sparse in the source material, the overview suggests that ADP Workforce Now is positioned to offer an integrated approach that supports HR and payroll functions alongside other key operational areas. This high-level glimpse into the product invites prospective users to consider its promise of consolidating core processes and enhancing overall workforce management.
Wrike
4.15 / 5
Wrike emerges in the realm of project collaboration software as a solution designed with teams in mind, promising an environment that supports streamlined coordination and efficient project management. Although the available source details remain sparse, Wrike's brief positioning hints at an underlying framework aimed at optimizing collaborative workflows for varying project scales. Its general profile suggests that it caters to teams seeking a central hub for managing project tasks and enhancing communication. For prospective customers exploring project collaboration options, Wrike presents itself as a candidate worthy of further investigation to clarify its full range of capabilities.
ConnectWise PSA
4.1 / 5
ConnectWise PSA is presented as a professional services automation solution engineered to streamline service delivery for organizations of varying sizes. This software offers a unified platform designed to support essential business operations, aiming to reduce administrative burdens while promoting operational efficiency. With its dynamic and adaptable design, ConnectWise PSA aspires to simplify complex workflows and optimize service management. For prospective users exploring professional services automation tools, this solution presents a noteworthy option that emphasizes ease of use and integrated process management.
HubSpot Sales
5 / 5
HubSpot Sales stands out as a comprehensive tool that consolidates contact and deal management into one streamlined platform, allowing sales teams to efficiently track leads and tailor communications with precision. By automating routine tasks like follow-up emails and lead nurturing, it frees up sales professionals to concentrate on more strategic efforts while reducing the risk of overlooking important steps. Its powerful analytics provide detailed insights through customizable dashboards, helping businesses measure performance, anticipate revenue, and refine their sales tactics. Furthermore, the platform’s seamless integration with marketing and customer service enhances collaboration across departments, offering a complete perspective on each customer’s journey.
monday
5 / 5
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Frequently Asked Questions about Smartsheet
Smartsheet connects seamlessly with a wide range of popular applications such as Microsoft Office 365, Google Workspace, Slack, and Salesforce, enabling efficient workflow automation and streamlined data exchange.
Yes, Smartsheet offers dedicated mobile applications for both iOS and Android platforms, allowing users to manage tasks and projects directly from smartphones and tablets.
Users can switch between diverse visual formats including grid, card (Kanban), Gantt chart, and calendar views, catering to varying project management styles and preferences.
Smartsheet scales effectively from small businesses to large enterprises, providing flexible plans and features tailored to different organizational requirements.
Data security is ensured through enterprise-grade protections like encryption, adherence to compliance standards such as SOC 2, and consistent security audits to safeguard user information.
Yes, it supports collaborative work via shared sheets, commenting capabilities, file attachments, and automated alerts that keep teams synchronized and informed.
Support ranges from online resources and community forums to email assistance and premium phone support, with availability depending on the chosen subscription tier.
Smartsheet offers a variety of educational resources including webinars, instructional tutorials, and certification programs to help users master the platform efficiently.
Automation features include workflow rules, reminders, and approval requests designed to minimize manual effort and boost operational efficiency.
Users have the flexibility to attach numerous file formats such as documents, spreadsheets, images, and PDFs directly to sheets to enrich context and collaboration.
Smartsheet consolidates data from multiple sheets and dashboards, enabling users to generate comprehensive reports and track performance metrics effectively.
Customization options include tailoring sheets, forms, and workflows to align precisely with specific project requirements or organizational workflows.
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