What is our primary use case?
The most common use case for Smartsheet is collecting approvals because of the documented repository that can be shown to the auditors. Smartsheet has automated attachments. Users can easily and quickly make sure that certain mandatory approvals are collected efficiently. In addition, they will have an entire traceable archive of who did what and when.
With Smartsheet, you can export that as well. It also enables you to do analysis and develop dashboards. For example, you can track the average order processing time. It has all the capabilities of Excel but it enables you easy workflows. It's very intuitive in that regard and very customizable.
How has it helped my organization?
Smartsheet has helped me improve my organization by helping me further optimize. For example, if I had a legal department of 50 people, I can have just one license. Each of those people do not need a license for their work, but we just need to build and own all of their sheets with workflows. To build, all you need is one license, but many people can take advantage of it.
What is most valuable?
The feature I found most valuable is Smartsheet's collaboration capabilities. You can easily share your sheet with someone and communicate with them. Everyone can have their own milestones. Smartsheet can also be used for project management since it's really customizable, much like an Excel sheet. To create workflows, you can use a template or build your own from scratch.
What needs improvement?
Smartsheet could be improved with an integration with Outlook and Notion. I would also like to see other general integrations. I would most like to see an integration with my Outlook calendar so I can see the tasks that I have and action workflows from my inbox and those notification emails I get.
I think it is all going to be about APIs in the future and I don't think Smartsheet is doing a lot in that regard. They have some integrations with Jira, but you have to pay for them.
Buyer's Guide
Smartsheet
December 2024
Learn what your peers think about Smartsheet. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,158 professionals have used our research since 2012.
For how long have I used the solution?
I have been using Smartsheet for a year and a half.
What do I think about the stability of the solution?
I have not run into issues with Smartsheet's stability. For example, we had an internal issue and I could not use any company systems to communicate things that I need to, but then Smartsheet was there because it is cloud-based and independent and always working. It's always there. No hiccups; no bugs; no sorry, we got confused. Everything works nonstop.
What do I think about the scalability of the solution?
Smartsheet's scalability has a high cost-benefit ration. We have 90 licenses and because they have the option to share with a lot of free users, we have about 2,000 users on top of the licenses that we are not paying for, but they are our employees, clients, and vendors even. They can have access to everything even with a free license.
How are customer service and support?
Their support is awesome. We are on an enterprise plan and there is a customer success at Smartsheet and anyone from our licensed users can just send an email to them and they respond as soon as possible. They reply within 24 hours. They look at their knowledge base for you and send you back all the links that will be helpful in explaining and resolving the issue. They are really exceptional and stable.
How was the initial setup?
Smartsheet's initial setup is straightforward. There is not much to it. It's very simple from the user's perspective. We already have accounts, licenses, and users, and I assign license ownerships. They set everything up up for you. They give you the template page where you set up your landing page. Before assigning licenses, I send a form where they have to justify why they need a license because there is also a free version user account that they can use. I can have an unlimited number of people as users of Smartsheet, but I don't have to give them a license, which I think is a great advantage.
What's my experience with pricing, setup cost, and licensing?
Smartsheet has free user options with limited capabilities and the option to request a license or business plan. They have all the details available on their website.
I would say that Smartsheet's price is good. It is not cheap but it comes with good value, especially considering their free user options. We have 90 licenses and 2,000 users. Anybody from our organization can ask for a license and use the tool for their own purposes. If you're smart you can go a long way with just five licenses. We have an enterprise plan, and it costs us about $500 per year.
What other advice do I have?
It is really easy to use and understand. It makes it simple to collaborate with other people. Smartsheet is very similar to WordPress in that it is very easy to work in when you are creating blogs and web pages. It's very intuitive.
Smartsheet is a cloud-based SaaS tool. The tool itself is sheet-based and really customizable, so it can look like Excel on steroids. It has a tailored set of templates that you can use for project management and keeping inventory. It has a workflow to collect approval and send notifications, so you don't have to manually write 50 emails, instead, it's automatized. They also have enterprise plans.
It's a very cute, convenient, and user-friendly online Excel with workflows. Everyone wants to use Excel, SharePoint lists, or Power Automate, but it's really hard to set everything up with Microsoft tools, so I think that Smartsheet has its own advantages for a certain types of task management needs and collaboration.
In corporate, we should all be using the same tool. This is a great tool and as long as you give everyone the freedom of choosing, it still works. But, it is not really for corporate.
You can organize all of your business processes in Smartsheet, which is also an advantage. I can include any email account in the workflow, whether it's from my company or not. That's great because sometimes we cannot collect approvals from people who are outside of our organization and that is a problem. It is hard to work with clients when you are only dealing with Microsoft in that regard.
Using Smartsheet does not require any coding skills. I can do everything in it myself and I do not need additional IT experts to help me out.
I would rate Smartsheet a strong seven.
Disclosure: I am a real user, and this review is based on my own experience and opinions.