Smartsheet Review

Product:
Vendor:
Founded:
Headquarters:

Smartsheet
Smartsheet
2006
Bellevue, WA

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
78,000+
Cloud
Yes

Smartsheet At A Glance

Good: Diverse functionality and cloud-based project management platform that uses an enhanced spreadsheet-like interface.

Bad: Smartsheet users have mentioned the platform running a little slow when it is holding a lot of data.

Bottom Line: Smartsheet is a leading SaaS platform designed to help companies of all sizes plan, track, automate and report on projects.

Product Overview

Smartsheet is a SaaS application that uses spreadsheets to help streamline project management tasks and has many collaboration options incorporated. It’s designed to make planning, tracking, automating, and reporting on projects seamless. With a familiar, Excel-like interface, it’s easy-to-use for businesses to organize projects.

It is a leading work management platform, helping people move quickly from ideas to action.

Features

Smartsheet has many great features that make project tracking and collaboration simple. Here, we described five of the top features:

1. Collaboration – Whether it’s collaborating on a specific task or sharing work with teammates, Smartsheet makes it easy by having all associated files, notes and project information in one centralized location. All information that is shared with others is accessible across all browsers, devices and operating systems, making collaboration easy and efficient.

2. File Sharing – Sharing important documents is made simple by saving files within a project for quick access. Teams can attach documents, PDFs, presentations and image files to any row in any project sheet.

3. Alerts & Reminders – Automating alerts for upcoming tasks and approaching deadlines makes it easy for team members to keep track of all due dates. Get notifications of upcoming deadlines, completed work by other team members, and changes to sheets so there are no surprises. Not only does this keep everyone on task, it helps to streamline and simplify the work process.

4. Mobility – Increase productivity by creating projects, editing tasks and collaborating with team members on any device with an internet signal. Users are able to instantly add files, view attachments and take action on notifications, anytime, anywhere, which makes it easy for everyone to stay informed about project statuses.

5. Reporting – Run reports that show what tasks are due soon, which ones are at-risk of falling behind schedule, what tasks need to be assigned and more. Smartsheet’s reporting feature gives quick access to helpful information across any project sheets. Smartsheet’s reporting feature can also save time and energy preparing for meetings by automatically creating and sending reports regularly.

Target Market

Smartsheet is suited for any person or business with project management needs, from small businesses to large enterprises.

Here is a list of 10 notable customers:

Cisco
Weyerhaeuser
Aaramark
World Vision
Veritiv

Colliers International
Netflix
Hilton
Box
Behr

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Implementation/Integration

Smartsheet integrates seamlessly with top cloud productivity applications, including Google G-Suite, Microsoft Office 365, Box, DocuSign, Skype for Business, Zapier, Dropbox, OneDrive, Marketo and Evernote. It offers collaboration and coordination of business processes without the hassle of switching between apps.

Customer Service & Support

Smartsheet focuses on creating good customer relationships by offering an extensive amount of customer service options.

For questions that cannot be answered on the website, or through various tutorials, Smartsheet has phone and e-mail support. To help with learning more about the product, there are webinars provided every week, as well as video tutorials that are available anytime. There are also instructional articles and social media channels for customers to ask questions and access information about software updates.

While using the application, every time you click on a part of the software you haven’t looked at before, a window pops up to offer tips, tutorial links, and written instructions.

For customers who have questions about what’s next for Smartsheet, there is a product roadmap that shows what features are being added or worked on as well as information on product updates.

Businesses who purchase an Enterprise Platform License will have its own Technical Account Manager who is available to host trainings and workshops, to show how to build templates and to help in any way they can for the duration of the company’s use of Smartsheet.

Pricing

Smartsheet has four pricing plans, which include: Individual, Team, Business and Enterprise.

Individual – The Individual package is $14 per month and is good for people who want to be more efficient and collaborate with anyone involved in a project. The features of the Individual package include:

E-mail Support
Ability to create up to 10 sheets
Attachments
Reminders and Notifications
Commenting
Card View
Gantt Charts/Critical Path
Forms
Integrations with all top cloud productivity apps

Business – The Business plan costs $25 per month per user when billed annually. It has a minimum purchase of 3 users and is made for business teams that want to drive execution with automated actions and Sights. This package includes:

Visualizing live data with dashboards and charts
Activity Log
Live data connections
Custom branding
Managing groups and users

Enterprise – The Enterprise plan offers industry-specific solutions and company wide plans. It’s available for business that want to execute at scale production while keeping security, visibility and control intact. Teams interested in the Enterprise package will have to get a price quote from Smartsheet. The Enterprise plan offers:

All of the features of the Business plan
Single-Sign-On (SSO)
Enterprise Access Control

Premier – The Premier plan includes premium features, such as support, access to apps (e.g., DataMesh, Dynamic View) and application connectors (Jira, Salesforce, Microsoft Dynamics). Similar to the Enterprise plan, interested companies should contact Smartsheet for a quote.

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Shortcomings

Smartsheet users have mentioned the platform runs slowly when storing large amounts of data and or large files.

Screenshots