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Smartsheet Review

Smartsheet is a work management platform that integrates a spreadsheet-like interface with automation, reporting, and resource management capabilities.

shipped Jul 4, 2026automatepaid
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Smartsheet — product screenshot

Why it matters

1Smartsheet offers AI-powered features for formula generation, data analysis, and content summarization.
2Pricing tiers include Pro at $7/user/month, Business at $15/user/month, and Enterprise by contact.
3The platform supports integration with Slack, Salesforce, Zoom, Microsoft Teams, and Google Drive.
4Smartsheet is available on Web, iOS, Android, and via an API.

About Smartsheet

Business Model
Subscription SaaS
Headquarters
Bellevue, WA, USA
Funding
Public
Platforms
Web, iOS, Android, API
Target Audience
Teams and organizations looking for efficient work management solutions

Pricing Plans

Pro
$7/user/mo
  • Ideal for small teams
  • Full project tracking
  • Basic automation
Business
$15/user/mo
  • Advanced features
  • Reporting and dashboards
  • Integration capabilities
Enterprise
Contact for pricing / annual
  • Customization
  • Advanced security
  • Premium support

Leadership

Brendon McCartyCEOLinkedIn

Investors

,

Specs

API Available

Yes, public API

overview

What is Smartsheet?

Smartsheet is a work management platform tool developed by Smartsheet that enables teams and organizations to streamline workflows, automate repetitive processes, and maintain real-time visibility across multiple projects. It integrates a spreadsheet-like interface with automation, reporting, and resource management capabilities, designed to support diverse workflows and adaptable for various business processes. The platform leverages AI to streamline complex tasks, providing tools for formula generation, data analysis, and content summarization. This AI functionality assists in data manipulation and insights, appealing to teams that prefer a grid-based system for managing information and automating processes.

features

Key Features of Smartsheet

Smartsheet provides a comprehensive suite of features designed to enhance work management and collaboration. The platform's core functionality is built around a flexible, spreadsheet-like grid interface, which can be adapted to various project management methodologies.

  • AI-powered project management, including Smart Assist for natural language queries and Smart Columns for automated data operations.
  • Real-time collaboration tools for shared workspaces and concurrent editing.
  • Customizable workflows with automation capabilities to streamline repetitive tasks.
  • Integration with popular business applications such as Slack, Salesforce, and Microsoft Teams.
  • Robust security features, including SOC 2, GDPR compliance, and data encryption in transit and at rest.
  • Spreadsheet-like interface with options for Gantt charts, Kanban boards (Card view), and Calendar views.
  • Advanced reporting and dashboard creation, including an AI Dashboard Builder for natural language generation.
  • Resource management tools for tracking and allocating team capacity.
  • Formula generation and data analysis capabilities to derive insights from project data.
  • Content summarization and sentiment analysis through AI-powered features.

use cases

Who Should Use Smartsheet?

Smartsheet is designed for diverse teams and organizations seeking a structured approach to project and work management. Its adaptability makes it suitable for various industries and departmental needs.

  • Project Management Offices (PMO): For planning timelines, tracking milestones, managing resources, and reporting on progress across multiple projects and portfolios.
  • Operations Management: To oversee service requests, incident logs, deployment schedules, and connect daily work to high-level organizational goals.
  • Digital and IT Portfolio Management: For managing IT requests, tracking assets, and aligning IT investments with business objectives.
  • B2B Work Management: To enhance project planning, resource tracking, and maximize efficiencies for business-to-business operations.
  • Education, Government, Healthcare & Life Sciences, Financial Services: Organizations in these sectors utilize Smartsheet for compliance tracking, administrative workflows, and secure data management.

how to use

How to Use Smartsheet

Smartsheet provides a flexible workspace that can be configured to manage various types of work, from simple task lists to complex enterprise projects. Users typically begin by creating a new sheet or utilizing one of the pre-built templates.

  • 1Create a Sheet: Start by creating a new sheet, which functions as a grid for organizing data, tasks, and information.
  • 2Define Columns: Customize column types to suit your data, including text, numbers, dates, dropdowns, and contact lists.
  • 3Input Data: Populate the sheet with tasks, project details, deadlines, and assigned team members.
  • 4Configure Views: Switch between Grid, Gantt, Card (Kanban), and Calendar views to visualize project data in different formats.
  • 5Automate Workflows: Set up automated actions, such as alerts for due dates, approval requests, or status changes, using the automation builder.
  • 6Collaborate and Share: Share sheets with team members, set permissions, and utilize real-time collaboration features for comments and updates.

pricing

Smartsheet Pricing & Plans

Smartsheet offers several pricing tiers designed to accommodate different organizational needs, from individual users to large enterprises. All plans are subscription-based, with options for monthly or annual billing.

  • Pro: Priced at $7/user/month (monthly billing), this tier is suitable for individuals and small teams requiring core work management functionalities.
  • Business: Available at $15/user/month (monthly billing), this plan offers enhanced features for larger teams and departments, including advanced reporting and automation.
  • Enterprise: Pricing for the Enterprise tier requires direct contact with Smartsheet sales. This plan is tailored for large organizations needing comprehensive security, governance, and advanced integrations.

Pros

  • +Flexible spreadsheet-like interface adaptable to various project management methodologies (Gantt, Kanban, Calendar views).
  • +Extensive AI capabilities, including Smart Assist for natural language queries and Smart Columns for automated data operations.
  • +Robust automation features for streamlining repetitive tasks and notifications.
  • +Comprehensive integrations with enterprise applications like Salesforce, Microsoft Teams, and Google Drive.
  • +Strong compliance and security standards, including SOC 2, GDPR, and ISO 42001 pursuit, with data encryption and granular access controls.
  • +Scalable for diverse organizational needs, from small teams to large enterprises, with auditable AI actions and human-in-the-loop decision making.

Cons

  • Advanced features and complex workflows can have a significant learning curve for new users.
  • The mobile application has reported limitations in functionality, such as missing Gantt charts and intermittent access issues.
  • Some users find the user interface less modern compared to newer competitors in the work management space.
  • Does not offer a free tier, which may be a barrier for individuals or very small teams.
  • Achieving highly customized solutions may require more effort compared to platforms designed for extreme flexibility like Coda.

Policies

Pricing Page

View Pricing

Similar Tools

Smartsheet vs Competitors

Smartsheet positions itself as a robust work management platform that bridges the gap between simple spreadsheets and complex enterprise project management software. It competes with a range of tools offering similar functionalities.

1

Combines a spreadsheet interface with database functionalities, allowing for rich data types and linked records and powerful automations.

While Airtable offers a similar grid-based approach and automation, its database-first structure can be more rigid for simple, free-form data entry compared to Smartsheet's pure spreadsheet feel.

2

Blends documents, spreadsheets, and apps into a single flexible workspace, enabling highly customized tools and workflows with automation.

Coda offers immense flexibility in building custom tools with a spreadsheet-like backend, but it requires more initial setup and design effort compared to Smartsheet's more out-of-the-box project templates.

3
NocoDB

Provides an open-source, self-hostable platform that turns any database into a smart spreadsheet with API access and automation capabilities.

NocoDB offers the core spreadsheet-database hybrid functionality and automation for free, but requires technical expertise for self-hosting and lacks the polished, managed service experience of Smartsheet.

4
Google Sheets with Google Apps Script

A free, cloud-based spreadsheet with a powerful scripting language for custom automation and integrations.

While Google Sheets provides the ultimate free spreadsheet interface, achieving Smartsheet's level of integrated automation, reporting, and resource management requires significant manual setup and coding with Apps Script.

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