Smartsheet
Spreadsheet-powered platform for managing work at enterprise scale
About Smartsheet
Smartsheet is a work management platform that uses a familiar spreadsheet interface to help teams plan, track, automate, and report on work. With Gantt charts, card views, automations, and enterprise-grade governance, Smartsheet bridges the gap between spreadsheets and project management tools.
Pros & Cons
Pros
- Familiar spreadsheet interface lowers adoption barrier for Excel users
- Enterprise-grade governance and security features
- Powerful cross-sheet formulas and Data Shuttle for data integration
- Resource management add-on for capacity planning
- Strong in regulated industries (healthcare, government, construction)
Cons
- Premium add-ons (Dynamic View, Control Center, Bridge) add significant cost
- Per-user pricing gets expensive at scale without enterprise negotiation
- Interface feels dated compared to newer tools like Monday.com or ClickUp
- Limited free plan (1 user, 2 sheets) not useful for evaluation
- Steep learning curve for advanced features like Bridge and DataMesh
Key Features
Grid, Gantt, Card & Calendar Views
Switch between spreadsheet grid, Gantt charts, Kanban cards, and calendar views of the same data
Automations
Trigger-based workflows for approvals, notifications, status changes, and cross-sheet updates
Dashboards & Reports
Build real-time dashboards aggregating data from multiple sheets for executive visibility
WorkApps
No-code portals that bundle sheets, reports, and dashboards into custom apps for stakeholders
Data Shuttle
Automated data import and export between Smartsheet and external sources like ERP and CRM systems
AI Formula & Text Generation
AI-powered formula creation, text summaries, and data analysis built into sheets
Resource Management
Plan and forecast team capacity, workload, and utilization across projects
Proofing
Collaborative review and approval of documents and creative assets with markup tools
Pricing
- 1 user
- 2 sheets
- Basic grid and Gantt views
- Limited automations
- Mobile access
- Up to 10 users
- Unlimited sheets, reports, dashboards
- Gantt, calendar, board views
- 250 automations/month
- 100+ integrations
- Forms
- Unlimited users
- Unlimited automations
- AI features
- WorkApps
- Data Shuttle
- Unlimited storage
- Custom branding
- Everything in Business
- Advance security controls
- SSO/SAML
- Governance policies
- Dedicated support
Best For
Project Management
Plan and track projects with Gantt charts, dependencies, and automated status updates
Operations Management
Standardize operational processes with templates, automations, and cross-sheet reporting
IT & PMO
Portfolio management with resource planning, intake forms, and governance controls
Marketing Campaigns
Plan campaigns, manage creative reviews with proofing, and track performance metrics
Similar Tools
Notion
The connected workspace for docs, wikis, and projects
Asana
Work management platform that helps teams orchestrate their work
Pipedrive
The CRM platform that makes selling easy
Salesforce
The world's #1 CRM platform for sales, service, marketing, and more
Monday.com
Work OS that powers teams to run projects and workflows with confidence
ClickUp
One app to replace them all - tasks, docs, goals, and more
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