Smartsheet Review

Product:
Vendor:
Founded:
Headquarters:

Smartsheet
Smartsheet
2006
Bellevue, WA

Ownership:
Customers:
Deployment Model:
Free Trial:

Public
78,000+
Cloud
Yes

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.

We also want to briefly discuss Smartsheet’s resource management platform, 10,000ft. With this solution, project managers can see their team’s availability, request specific employees for certain tasks and plan projects based on capacity. Team members can track their time in just a few clicks with prefilled timesheets, and managers can track planned versus actual hours and get real-time budget updates.

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:

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Implementation/Integration

Smartsheet’s Professional Services team work with new clients to develop an implementation strategy that’s tailored to their needs and requirements.

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 a free plan that accommodates a single user and up to two editors. It includes basic features, such as:

• Two sheets
• Unlimited dashboards/reports
• Gantt charts
• Grid/card/calendar views
• Project templates
• Private sheets and reports
• A mobile app
• Basic formulas and functions (e.g., cross-sheet formulas, conditional formatting, filters, dependencies)
• 30 MB maximum attachment size
• 500 MB attachment storage
• Up to 100 automations per month
• Alerts, notifications and other automated workflow features
• The ability to log in via Microsoft Office 365, Google Workspace and Apple ID
• A help center
• Community support

Then, there are three paid plans:

Pro – The Pro package is $7 per user, per month and is good for people who want to be more efficient and collaborate with anyone involved in a project. It includes the features of the free plan, plus:

• Up to 10 editors
• Unlimited free viewers
• 20 GB file/attachment storage
• Unlimited sheets and forms
• Up to 250 automations per month
• User management
• Integrations with Google Workspace, Microsoft 365, Teams, Slack, Box and Dropbox
• Email support
• Optional access to Resource Management by Smartsheet and Brandfolder

Business – The Business plan costs $25 per user, per month when billed annually. It has a minimum purchase of three users and is made for business teams that want to drive execution with automated actions. The Business plan includes all of the features of the Pro plan, plus:

• 250 MB maximum attachment size
• 1 TB file/attachment storage
• Unlimited free editors
• Unlimited sheets per report and unlimited widgets per dashboard
• Unlimited automations
• Forms with conditional logic
• Baselines
• Report grouping and summary
• API calls
• Proofing
• The ability to publish sheets, reports and dashboards
• Document builder
• Activity log
• Admin center
• Custom branding
• Admin center
• Group management
• Organization-wide data backups
• Integration with Microsoft Power BI, Tableau and Adobe Creative Cloud
• Add-on features (e.g., calendar app, pivot app, data connectors, Data Mesh, Data Shuttle)
• Optional access to Smartsheet University eLearning
• Optional access to standard support (e.g., phone support)
• Optional access to priority support
• Optional technical access managers
• Optional professional services

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
• Custom welcome and help screens
• Work Insights (analyzed data associated with work done in Smartsheet)
• Unlimited file/attachment storage
• Single sign-on with Directory Integration
• Enterprise access controls
• Directory integration
• Chargeback reports
• User merge
• Custom email domain
• Account discovery
• Domain validation
• User account provisioning
• Approved domain sharing
• Organization-wide data backup
• System admin fallback
• Enterprise plan manager
• Integration with DocuSign
• WorkApps (no code business platform)
• Smartsheet Advance, a solution with more advanced features of Smartsheet (e.g., process and portfolio management at scale, secure request management, data connections, integrations with CRM and software development tools)
• Optional DataTable
• Optional Bridge (intelligent workflows)
• Optional governance controls

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Shortcomings

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

Screenshots

About

Smartsheet was founded in 2006 by founder and Executive Chairman Brent R. Frei. Smartsheet is headquartered in Bellevue, Washington and has additional locations in Boston, London, Edinburgh and Sydney.

Since its start, Smartsheet has worked with over many companies in 190 countries. They have over 2,100 employees, and the app launches more than 15,000 projects and processes each day.

Smartsheet has received several awards including:

• Boston Business Journal’s Best Places to Work (2019)
• Seattle Business Washington’s 100 Best Companies to Work (2019)
• Forbes “Cloud 100” list of best private companies in cloud computing

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