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Smartsheet Review

Amanda BradleyByAmanda BradleyJan. 05, 2020

In a Nutshell

Productivity is more than a buzzword in today's business world. The need for more efficiency all around has paved the way for companies like Smartsheet, and this is one project management tool that is answering the call with resounding success. Smartsheets really has everything you need to get and stay organized, including project management, IT, marketing, collaboration, HR tools, and more.

pros

  • Automated workflows across spreadsheets
  • Lots of customization potential
  • All-in-one, powerful project management solution

cons

  • A lot of information to learn at first
  • Some advanced features only available with upper tiers

SmartSheet SmartSheet Visit Site

Smartsheets at a Glance

Best for: Small-medium businesses

Key use: Project planning and management, workflows, budget tracking, task planning

Price: From $14 per month

Storage: 100GB for Business accounts

Free trial: 30 days

Features and Functionality

Smartsheet works off of the premise that businesses are already familiar with spreadsheets. Using this basic tool, Smartsheet launches an entire project management suite that has proven itself to be unusually good at what it does. This platform takes you from start to finish, helping you maximize efficiency and power up every aspect of your team’s functionality for optimal results. Here are some of the features that we found most helpful for businesses:

Project planning

Smartsheet obviously has a lot you can do with project planning and management. From automation to scalability and projections, these sheets really help you get a big-picture view of the entire project, so you can easily break it down into manageable tasks for each team or team member.

Task tracking

Smartsheet starts out like a simple Trello-type assignment board, but then it goes into hyperdrive. You can apply hierarchical commands and group tasks under parent rows. We really love the easy drag-and-drop adjustability of the cells, rows, and columns. You can also switch views to see your tasks in a different light. Customizing with conditional formatting is another feature that Smartsheet has done really well.

Budget tracking

This is an important feature that lets you keep track of your spending. You can easily link your projected budget with how much you are really spending on a project to see if you’re going over budget and need to cut back. It’s also a helpful tool for project quotes using realistic parameters.

Program rollups

Like to tie things up with a neat bow? Smartsheet pretty much hands you the ribbon with its rich reporting features that come with real-time metrics, project summaries, progress reports, and more. It's also an excellent way to maintain a professional appearance with customers, even when things are falling apart on the ground floor!

And there is a lot more to love like resource management, strategic planning, forms, integrations, and even premium add-ons that really turbocharge your organization.

Collaboration Tools

Smartsheet has collaboration tools like alerts and reminders that go out to the entire team, reports, and team-wide dashboards. You can also annotate tasks, hold conversations, and assign proof-readers to tasks or projects. Team members can update versions and auto-lock to avoid confusion or duplicate work as well.

Plans and Pricing

There are 2 basic plans and 2 enterprise-level plans. We'll look at the 2 basic plans since the enterprise level ones are customized pricing structures anyways. Smartsheet also offers a 30-day free trial for anyone who wants to test out the software without a commitment.

Pricing plans are comparable to other mid-range project management software out there. But Smartsheet does include a lot within its plans to make it worthwhile. Here are the pricing details along with what’s included in each plan:


Individual 
Business 
Enterprise
Price per month
14$
$25
Contact Smartsheet
Connect Smartsheet to other apps
Yes
Yes
Yes
Free templates
Yes
Yes
Yes
Capture data with forms
Yes
Yes
Yes
Automated workflows and repetitive tasks
Yes
Yes
Yes
Dashboards and charts
X
Yes
Yes
Activity log
X
Yes
Yes
Connectors (deep insights and analytics)
X
Yes
Yes
Manage groups and users
X
Yes
Yes
Reports 
X
Yes
Yes
Custom branding
X
Yes
Yes
Mobile app
X
Yes
Yes
Alerts
X
Yes
Yes

All plans come with multiple views, including Gantt, grid, calendar, and card views. We like that Smartsheet gives you so many ways to view your work, so businesses can find the view that is most effective for their team. Collaboration features are also included in even the Individual Plan. And you can integrate most of your usual business applications and iOS or Android apps like G Suite, Office 365, Box, Dropbox, Evernote, and Egnyte. You can also integrate with more dedicated tools like Salesforce, Jira, Power BI, and more.

Smartsheet also offers the ability to turbocharge your platform with a suite of professional services, including consulting, support customization, and training sessions. So, there’s a lot to work with even beyond the traditional borders of this software.

Apps

The Smartsheet platform is cloud-based, which means that all of your information is readily available from any device and wherever you are. The app is available for both iOS and Android devices. You start setup by using a blank sheet or templates that are organized according to categories like IT, sales, resources, Gantt, Agile projects, etc. What is really neat about this setup is that there are onscreen prompts explaining all of the features, possibilities, and next steps. So, while setup and getting to know the software is timely, it’s not out of the range of difficulty level for most people.

Setup isn’t a simple process with Smartsheet. Between the integrations, data migration, and setting up new sheets, and learning all the features, it can all be a bit overwhelming at first. Luckily, Smartsheet has great customer support that can help walk you through the process.

Plus, once you get to know the system, there are tons of automations you can set up. So, the learning curve is high, but once in motion, Smartsheet pretty much runs itself. And the way we see things, the more there is to learn, the more there is to work with. That means more features and tools for you and your team to take advantage of in the long run.

Data Privacy

Smartsheet platform is really on top of security. It has to pass a rigorous security test each year to stay afloat, along with SOC2 Type II assessments. It is also HIPA, FERPA, and GDPR compliant. Smartsheet also uses physical, technological, and administrative safeguards to protect your information.

Customer Service and Support

Smartsheet has a lot of support options. You can start out by asking the help center a question and be directed to a list of relevant articles. If this doesn't help you, you can open a support ticket via the online contact form. Customers can also take advantage of the live chatbot on the screen or read through the numerous articles on the website to get your own answers.

Smartsheet also has a Project Management Guide, which is basically a knowledge base with expert advice, tips, and insights on how you can make the most out of the software and enhance your team's productivity and output in general.

Phone: 1 (844) 324-2360

Email: N/A

Online Form: Yes

Live Chat: Yes

SmartSheet SmartSheet Visit Site

How Smartsheets Compares


Smartsheets
Hive
Nutcache
24/7 support
X
X
Dedicated account manager
Optional 
Premium plans
X
Drag and drop
Yes 
N/A
Integrations
G Suite, Box, Office 265, Slack, Workplace, Dropbox, Microsoft Teams, Salesforce
Zoom, Google Drive, Zenefits, Gmail, Outlook Mail, Salesforce
PayPal, QuickBooks, Stripe, Google Drive, Zapier, Slack, GitHub
Unlimited boards
On higher plans
Time tracking
Yes 
Users 
Unlimited 
Unlimited 
6-unlimited

Bottom Line

Smartsheet was founded in 2005 and has grown to employ over 1,500 employees in those 15 years. More than that, Smartsheet has become an industry-recognized leader for project planning and management for businesses of every type. With collaboration tools, automation, and easy customization, managers and teams can make the most out of every task and project with this smart and powerful management platform.

Amanda BradleyByAmanda BradleyJun. 30, 2019
Amanda Bradley's interests and experience stretch from business to tech, via marketing, hi-tech and travel. Amanda uses her research and writing skills, together with her curiosity about every field and industry, to understand each topic from the inside and share it in an engaging, enticing way.
SmartSheet