What is Smartsheet?

Smartsheet is a cloud-based platform designed for work execution. It provides a flexible, spreadsheet-like interface that teams use to manage projects, automate workflows, and collaborate in real-time. While not exclusively an AI tool, it incorporates intelligent features like Smartsheet AI to provide insights, generate content, and analyze data. It serves as a central hub where organizations can align people, projects, and processes, moving beyond basic spreadsheets with robust automation, reporting, and integration capabilities. It is trusted by over 85% of Fortune 500 companies to improve visibility, velocity, and control over their work.

Main Features

1. Multiple Views: Manage work in Gantt, Card, Calendar, and traditional Grid views.

2. Automated Workflows: Set up rules and automated actions to streamline processes and reduce manual tasks.

3. Real-time Collaboration: Share sheets, attach files, and update work simultaneously with team members and stakeholders.

4. Reporting and Dashboards: Create consolidated reports and visual dashboards to track KPIs and project health.

5. Resource Management: Tools to track team workload, forecast demand, and balance resources effectively.

6. Integrations: Connects with popular apps like Microsoft 365, Google Workspace, Salesforce, Jira, and Slack.

7. Smartsheet AI: Features like AI-assisted formula creation, text generation, and chart suggestions to enhance productivity.

8. Security and Governance: Enterprise-grade security, admin controls, and audit trails.

Use Cases

1. Project Management: Plan, track, and deliver projects of any size with timelines, dependencies, and milestones.

2. Marketing Campaign Management: Coordinate campaigns, track deliverables, and manage content calendars.

3. IT & Digital Operations: Manage service requests, track bugs, and oversee IT project portfolios.

4. Client Delivery & Professional Services: Track client projects, manage resources, and report on profitability.

5. Operations & Process Management: Automate routine business processes like procurement, onboarding, and approvals.

6. Strategic Portfolio Management: Align projects with business goals, track portfolio performance, and manage investments.

Supported Languages

1. English

2. French

3. German

4. Japanese

5. Portuguese (Brazilian)

6. Spanish

Pricing Plans

1. Pro Plan: $9 per user per month (billed annually). For individuals and teams. Includes unlimited sheets, basic views, and 250 automations/month.

2. Business Plan: $19 per user per month (billed annually). Most popular for businesses. Adds timeline view, unlimited automations, admin tools, and 1TB storage.

3. Enterprise Plan: Custom pricing. For large organizations. Adds advanced security (SAML SSO), AI features, Work Insights, and unlimited storage.

4. Advanced Work Management: Custom pricing. A premium solution with add-ons like Control Center, Data Shuttle, and Dynamic View for complex, large-scale needs.

A free trial is available.

Frequently Asked Questions

1. Q: Can I change my plan?

A: Yes, you can upgrade, downgrade, or cancel your plan at any time.

2. Q: What forms of payment do you accept?

A: Smartsheet accepts major credit cards (Visa, Mastercard, American Express, Discover). For annual Enterprise plans, other payment methods like ACH/wire transfer are available.

3. Q: Is Smartsheet available in regions other than the US?

A: Yes, Smartsheet is a global platform available in multiple regions and languages.

4. Q: Do you have a service availability guarantee?

A: Yes, Smartsheet offers a Service Level Agreement (SLA) with a 99.9% uptime guarantee for paid plans.

5. Q: If I have a .edu domain, how can I purchase Smartsheet?

A: Smartsheet offers special educational pricing. You should contact their sales team for details.

Pros and Cons

Pros:

- Highly flexible and adaptable to various work styles and use cases.

- Powerful automation reduces manual, repetitive work.

- Strong integration ecosystem connects with critical business tools.

- Enterprise-grade security and governance features.

- The familiar spreadsheet interface reduces the learning curve.

Cons:

- Can become expensive for large teams, especially with add-ons.

- Advanced features and customizations may require training or technical knowledge.

- The interface, while familiar, can feel complex for very simple task lists compared to lighter apps.

Recommendation Rating

9/10 (A powerful and scalable platform ideal for teams and businesses seeking to move beyond basic spreadsheets and project management tools. Its strength lies in flexibility, automation, and enterprise readiness.)