Smartsheet Software Review
The Ultimate Guide to Smartsheet Software
Smartsheet is one of the most popular and powerful tools for managing projects and teams. With its user-friendly interface and wide range of features, it’s no wonder it’s been so successful. Throughout this blog post, we’ll explore Smartsheet in more detail and explain why you should consider using it for your next project. We will also highlight some of the key features that make it such an invaluable tool.
What is Smartsheet?
Smartsheet is a software application that helps business owners and managers to keep track of their data and get insights from it. It offers different features, such as a project management tool, workflows, dashboards, reports, and email notifications. Additionally, it allows users to collaborate with others on projects.
Smartsheet was created in 2009 by Alfred Spector and Ryan Bubinski. The company has since grown rapidly and now has over 1 million users. In addition to its own software, Smartsheet also provides services such as consulting and training.
What are the features of Smartsheet?
Smartsheet is a cloud-based project management and collaboration tool that offers a variety of features, including:
- Spreadsheet-like interface for creating and managing tasks, projects, and timelines
- Collaboration tools such as commenting, @mentions, and real-time updates
- Automated workflows and approvals
- Gantt chart and calendar views
- Integration with other productivity apps, such as Google Drive and Microsoft Office
- Mobile app for accessing and updating tasks on-the-go
- Advanced reporting and analytics capabilities
- Customizable templates and forms
- Access controls and permissions for managing user access to projects and data
- API and webhooks for integrating with other systems.
What are the benefits of using Smartsheet?
Smartsheet can provide a number of benefits for users, including:
- Improved collaboration and communication: Smartsheet’s built-in tools for commenting, @mentions, and real-time updates make it easy for team members to stay on the same page and share information quickly.
- Increased efficiency and productivity: Smartsheet’s spreadsheet-like interface and automation capabilities can help users streamline their workflows and reduce the time and effort required to complete tasks.
- Better visibility and control: Smartsheet’s Gantt chart and calendar views, as well as its advanced reporting and analytics capabilities, can help users gain a better understanding of their projects and resources and make more informed decisions.
- Flexibility and scalability: Smartsheet can be used for a wide range of tasks and projects, from simple task lists to complex, multi-team projects. It also allows for easy integration with other tools, such as Google Drive and Microsoft Office, and can be customized to fit different teams and organizations.
- Mobile access: Smartsheet can be accessed from anywhere, at any time, using the mobile app, making it convenient for remote workers or team members on the go.
- Security and Compliance: Smartsheet offers various security features to protect user data and maintain compliance with different regulations.
- Better communication and coordination between different departments and teams, with the ability to create forms and collect data, automate tasks and approvals, and access control.
Smartsheet Pricing
Smartsheet offers several pricing plans for individuals and teams, including:
- A free plan that includes essential features such as creating and editing sheets, basic automation, and access to a limited number of integrations.
- A standard plan, which is their most popular plan, that includes additional features such as advanced automation, real-time collaboration, and advanced reporting, starting at $14 per user per month when billed annually.
- A plus plan, which includes additional features such as portfolio management, custom branding and customization, and enterprise-level security, starting at $25 per user per month when billed annually.
- An enterprise plan that includes everything from the plus plan, with even more advanced and customized security, compliance, and integration options, starting at $35 per user per month when billed annually.
- A Premier plan, which is a tailored plan for organizations that require high-level support, and additional features such as custom training, and dedicated account management, pricing is based on the organization’s specific needs.
It’s also worth noting that Smartsheet offers a 30-day free trial for its Standard, Plus, and Enterprise plans, which allows users to test the full range of features before committing to a paid plan.
What do we think about Smartsheet?
We think Smartsheet is an excellent tool for managing workflows and tracking progress. It’s easy to use, and the reports are a great way to stay on top of your work. We especially like the ability to export reports to PDF or Excel, which makes it easy to share information with other team members.
Smartsheet Implementation and Onboarding Process-
The implementation and onboarding process for Smartsheet can vary depending on the size and complexity of the organization, but generally, it includes the following steps:
- Account setup: Smartsheet will provide an account administrator with the necessary information to set up the account and invite users.
- Training: Smartsheet provides various training options to help users become familiar with the platform, including webinars, tutorials, and user guides. Additionally, Some plans like Enterprise and Premier plans include customizable training and onboarding for the organization’s specific needs.
- Template creation: Smartsheet allows users to create and use customizable templates, which can help streamline the process of creating new projects and tasks.
- Data import: Smartsheet allows users to import data from other sources, such as Excel or Google Sheets, to help them get started quickly.
- Integration: Smartsheet offers integration with a variety of other tools and apps, such as Google Drive, Microsoft Office, and Slack, to allow users to use Smartsheet alongside other tools they are already using.
- Automation and Workflow: Smartsheet allows users to automate tasks and workflows to streamline their processes and improve efficiency.
- Testing and rollout: After the initial setup, the team can test the sheets and workflows, fix any issues and then roll out the platform to the rest of the organization.
- Ongoing support: Smartsheet provides ongoing support to help users troubleshoot any issues they encounter and make the most of the platform’s features.
About Smartsheet Customer Service
Smartsheet offers a variety of customer service options to help users get the support they need. These options include:
- Self-service support: Smartsheet provides a comprehensive knowledge base and user guide that can help users find answers to common questions and troubleshoot issues on their own.
- Email support: Users can submit a support request via email and receive a response from Smartsheet’s customer service team.
- Phone support: Smartsheet offers phone support for customers on the Plus and Enterprise plans during specific hours.
- Live chat: Some plans offer live chat support during specific hours.
- Community: Smartsheet also has a customer community where users can connect with other Smartsheet users and share tips and best practices.
- Premier and Enterprise plans offer additional support options such as dedicated account management and custom training.
Overall, Smartsheet’s customer service is designed to help users get the most out of the platform and address any issues they may encounter. The level of support and hours of availability may vary depending on the plan you are using.
Smartsheet Limitations
Smartsheet is a powerful project management and collaboration tool, but it does have some limitations to keep in mind:
- Limited customization options for the interface: While Smartsheet does offer some customization options, such as the ability to create custom templates and forms, the overall interface is relatively fixed and may not be as flexible as some users would like.
- Limited customization of the Gantt chart: The Gantt chart feature in Smartsheet is powerful, but it has some limitations in terms of the level of customization it offers.
- Limited reporting options: Smartsheet’s reporting options are robust, but they are not as advanced as some other project management tools.
- Limited ability to handle extensive projects: Smartsheet is designed for projects of moderate size, with a maximum sheet size of 2 million cells. For extensive projects, it may not be the best fit.
- Limited integration options: While Smartsheet does integrate with a variety of other tools, the integration options are not as extensive as some other project management tools.
- Limited ability to handle complex data: Smartsheet is designed for managing data in a spreadsheet-like format, which can be limiting for users who need to take more complex data.
- Limited automation options for some plans: Some plans have limited automation options, such as the free plan.
- Limited access to certain features for some plans: Some plans have limited access to certain features, such as advanced reporting, portfolio management, and customization options.
It is worth noting that those limitations may not affect all organizations and teams, and the choice of the right plan and the way the tool is used may overcome those limitations.
Smartsheet Awards & Certificate
Smartsheet has received numerous awards and certifications over the years, recognizing its status as a leading project management and collaboration tool. Some of the notable awards and certificates include:
- Gartner Magic Quadrant for Enterprise Collaboration: Smartsheet has been recognized as a “challenger” in the Gartner Magic Quadrant for Enterprise Collaboration, which evaluates the strengths and weaknesses of different collaboration platforms.
- Gartner Magic Quadrant for Work Management: Smartsheet has been recognized as a “Niche Player” in the Gartner Magic Quadrant for Work Management, which evaluates the strengths and weaknesses of different work management platforms.
- Leader in the IDC MarketScape for Worldwide Work Management Applications: Smartsheet has been recognized as a leader in the IDC MarketScape for Worldwide Work Management Applications, which evaluates the strengths and weaknesses of different work management platforms.
- Forbes Cloud 100 list: Smartsheet has been recognized as one of the top 100 private cloud companies in the world by Forbes.
- Leader in the Dresner Advisory Services’ Work Management Market Study: Smartsheet has been recognized as a leader in the Dresner Advisory Services’ Work Management Market Study, which evaluates the strengths and weaknesses of different work management platforms.
- Leader in the Aragon Research Globe for Work Management: Smartsheet has been recognized as a leader in the Aragon Research Globe for Work Management, which evaluates the strengths and weaknesses of different work management platforms.
- Best Project Management Software by G2 Crowd: Smartsheet has been recognized as the best project management software by G2 Crowd, a platform that provides user reviews and ratings of various software tools.
These awards and certifications demonstrate Smartsheet’s reputation as a powerful and reliable project management and collaboration tool and its ability to compete with other industry-leading platforms.
Smartsheet Customers Review
“Smartsheet is a popular project management and collaboration tool that is used by a wide range of organizations and businesses. Overall, customers tend to have positive reviews of the platform, praising its flexibility, ease of use, and collaboration features. “
“ Users generally find the sheet interface intuitive and easy to use, which helps them get started quickly. Many users also appreciate the ability to automate tasks, streamline workflows, and improve efficiency. The Gantt chart and calendar views are also highly appreciated by the users. “
“ Users also appreciate the platform’s collaboration features, such as commenting, @mentions, and real-time updates, which help team members stay on the same page and share information quickly. The integration with other tools, such as Google Drive and Microsoft Office, is also highly appreciated.“
Overall, Smartsheet is considered a robust and reliable project management and collaboration tool, but it may not be the best fit for every organization or team. Before making a decision to use it, you should take your organization’s specific needs and requirements into consideration.
FAQ
Smartsheet is a widely used project management and collaboration tool, and as such, there are many frequently asked questions about the platform. The followings are some common questions and answers about Smartsheet:
Is Smartsheet free?
How does Smartsheet integrate with other tools?
Can I Customize Smartsheet?
Can I import data into Smartsheet?
How does Smartsheet handle large projects?
What are the different pricing plans for Smartsheet?
What kind of support does Smartsheet offer?
Concluding Note:
I hope you have found this guide on Smartsheet helpful. This software is a great way to organize your data, collaborate with others, and make better decisions. I have seen firsthand how easy it is to use Smartsheet and the many benefits it has to offer. If you are looking for a way to improve your productivity, I highly recommend giving Smartsheet a try. Thank you for reading!