Smartsheet Software

What is Smartsheet Software?


Smartsheet Software is an award-winning work management platform that helps individuals and teams achieve great results. Founded in 2005, Smartsheet has mobilized a passionate and diverse global team to create innovative solutions for project and task management, collaboration, and communication. The system is used by nonprofit organizations, small businesses, and more than 80% of Fortune 100 companies around the globe. 

What is Smartsheet Software Best for?

Smartsheet software offers project management features that are mostly similar to other such solutions available in the market. However, it is significant to mention that Smartsheet is a versatile platform that can expand from managing a single project to overseeing complete work management. The cloud-based platform empowers users to create customized solutions without needing any coding expertise. Additionally, it prioritizes IT control and security to ensure peace of mind for all users.

Smartsheet Pricing

Smartsheet project management software starts as low as $7/user/month if you pay annually. Smartsheet also offers discounts to non-profit organizations, schools, and government agencies. The software is not available for free but you can take advantage of the free trial.

To see a more detailed Smartsheet pricing breakdown, please consult the table at the end. You can also click Get Pricing to talk to one of Software Finder’s price experts. 

Smartsheet Software Integrations

Smartsheet project management enables users to get more out of its comprehensive package by offering integrations valuable to a business. Users will have access to integrations for the purposes of communication, content creation, data visualization, automation, and security. Here are a few popular software solutions Smartsheet can integrate with:

  • Slack
  • Webex
  • Jira
  • Sharepoint
  • Salesforce Connector
  • Adobe Creative Cloud
  • Miro
  • Zapier
  • Workato
  • McAfee MVISION

How does Smartsheet Software Work?

Smartsheet is an intuitive software—simple to use. Here's a step-wise process to get started with Smartsheet software:

  1. Visit the Smartsheet website and sign up for an account
  2. Once you've signed up, you can either start from scratch or choose from a variety of templates that cater to different industries and use cases
  3. Customize your sheet by adding columns, rows, and other relevant details
  4. Invite team members to collaborate on the sheet and set permissions for each person based on their role in the project
  5. Start tracking progress by updating task statuses, attaching files, and leaving comments for others to see
  6. Use Smartsheet features reporting to create visualizations of your data and gain valuable insights into your project's performance

Clicking Watch Demo will give you access to a free Smartsheet demo so you can get further insights into how Smartsheet works. 

Who is Smartsheet Software for?

The solution is suitable for organizations of any size, from small businesses to large enterprises. Any team that needs to manage multiple projects at once and track the progress of individual projects and tasks can benefit from Smartsheet. 

The software provides robust functionality for a wide range of industries. Here are a few industry roles the software can serve: 

  • Education
  • Financial Services
  • Government Administrations
  • Nonprofits
  • Telecommunication
  • Media
  • IT Companies
  • Manufacturing
  • Energy and Utilities

Smartsheets Features

Workflow Automation

With Smartsheet software, you can fully automate your tedious processes. It just takes a few minutes to tweak the settings and the software will automatically send alerts, approve requests, update systems, and notify personnel according to preset frequencies. Create powerful workflows and save them for future use, and let Smartsheet handle the rest. Use a visual editor to combine items and program conditions so you won’t have to review each manually. 

Synchronized Dashboard

The platform provides a real-time dashboard where managers can view comprehensive graphs, tables, and visuals. Monitor work status through the centralized dashboard and make changes in real time. Identifying trends with user-friendly widgets is much easier because you can read live data and charts and track metrics.  

Collaboration Tools

Users can create, plan, edit, and review content through the Smartsheet project management tool. Automated alerts, reminders, and requests simplify routine work. To increase visibility, designers and content creators follow a schedule and add their content tasks to the dashboard. Team members can review content from within the Smartsheet system without requiring access. Also, clients can provide feedback using annotations or by starting a conversation.  

Project Visualization

With Smartsheet, you can visualize the status of any project using Gantt, calendar, grid, or chart views. The software displays data in easy-to-read formats, so all project members are always on the same page. You can also directly add attachments from Google Drive, DropBox, or OneDrive with ease. 

Valuable Integrations

Smartsheet software integrates with enterprise-level record-keeping systems and productivity apps. This unifies all the work in a single platform. Furthermore, employees can collaborate within the organization and communicate with external stakeholders as well.  

Is Smartsheet Software Right for You?

Smartsheet is a great fit for any business that needs to streamline its task management and collaboration processes. Customers prefer it as it seamlessly aligns work, people, and tech stack across an organization. 
Another reason for its popularity is that it allows anybody to build digital solutions for automating work regardless of technical coding knowledge. Additionally, Smartsheet is ideal for teams that want scalable software; one that is applicable to a variety of project scopes. 

Notable customers of Smartsheet project management software include Cisco, McGraw Hill, Roche, SAP, Syngenta, Populous, and Sodexo. 

Smartsheet Software Pricing Guide

The following Smartsheet cost/pricing breakdown is based on yearly billing. 

  • Free
  • Pro
  • Business
  • Enterprise
0 / month
7 / month
25 / month
What’s included
(Free Plan Features)
What’s included
(Free Plan +)
What’s included
(Pro Plan +)
What’s included
(Business Plan + )
  • 1 user
  • Up to 2 editors
  • 2 sheets
  • Gantt, Grid, Card, Calendar views
  • Dashboards and reports
  • 500MB attachment storage
  • 100 automations per month
  • Login with Google Workspace, Microsoft 365, or Apple ID
  • Help & Learning Center and Community support
  • Max of 10 users
  • Unlimited viewers
  • Up to 10 editors (paid license required for editing)
  • Unlimited sheets
  • Unlimited viewers
  • Unlimited dashboards, reports, and forms
  • 20GB attachment storage
  • 250 automations per month
  • Integrations with Microsoft 365, Google Workspace, Dropbox, Slack, and Box
  • User Management
  • Email support
  • Min 3 users
  • Unlimited editors
  • Unlimited editors
  • User, group, license management
  • Baselines
  • Forms with conditional logic
  • Publish sheets, reports, and dashboards
  • 1TB attachment storage
  • Unlimited automations
  • Activity log
  • Document builder
  • Proofing
  • Single sign-on/SAML
  • Directory integration and account discovery
  • Enterprise Plan Manager
  • WorkApps
  • Work Insights
  • Unlimited attachment storage
  • Chargeback reports
  • DocuSign integration
  • Domain validation
  • Custom email domains
  • Standard Support and access to Professional Support


Smartsheet Software Features


Access Controls/Permissions


Budget Management


Data Import/Export


Employee Management


Milestone Tracking


Planning Tools


Strategic Planning


Task Management


Visual Workflow Management


Workflow Management


Process Modeling & Designing


Real Time Reporting


Timeline Management


Activity Tracking


Remote Support

Smartsheet Software Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

Smartsheet Software reviews

Overall Rating

13 Reviews


Impressive Progress Tracking and Analytics

August 2023



I am thoroughly impressed with the progress tracking capabilities and the analytics tools. The analytics are indispensable, especially for most users.
One drawback is the steep learning curve for Smartsheet. Enhancing the platforms user-friendliness would be beneficial.

Mediocre Online Doc Solution

August 2023


Events Services

The only favorable aspect of this tool is that its available as an online document solution.
In my experience, I find the platform to be very clunky in terms of navigation, manipulation, and formatting.

Smartsheet solved most of my problems.

December 2022

Jack T. Dawson

Associate Analyst

It is to use smartsheet to organize our teams information and projects. We can also quickly collaborate on projects to ensure that we are all on the same page as a team. We also use it to keep track of activities we want to accomplish in the future as well as time off requests. I like how we can design forms for our team to use as a quick entry point into the smartsheets grid, as well as for our other team members.
I haven’t used the software for a long time, and overall, I have nothing negative to say about Smartsheet. I dont comprehend things because I havent taken the time to learn about them, like Dashboards. This is extremely user-friendly, and the Smartsheet university will walk you through in-depth training if you have any questions. The other issue Ive had over the years is the inability to type special characters within cells. Apart from that, I havent had any problems with the software that’s worth reporting.

The Smartsheet PM software has exceeded my expectations

December 2022

Sam H. Jackson

Jr. Manager

Smartsheet is everything you need in one place without juggling multiple platforms at once. You can also schedule emails to be delivered to people who have been assigned duties. Its similar to a supercharged Excel sheet to which you may attach papers and chats "on the row" in question. The dashboards also allow for easy project updates for the executive team. If necessary, you can add your own logos and color schemes to differentiate between different projects and even multiple businesses. I appreciate that they give a lot of free classes and that they truly attempt to help you if you need it.
It took me a bit to figure things out, but once I did, it was much easier than it appeared at first. The offered Smartsheet classes arent usually what youd anticipate, but theyre free. I signed up for a free webinar, only to realize that the topic was about a product that was an additional module that we had not acquired. It can be difficult to locate a webinar or class in their library. Other than that, I haven’t faced any issues with the software in terms of its use.

Growing on me slowly

November 2022

Balaji S.


It has been a rough start but the integrations it has with other third party apps we use has helped me get attached to it. User training is not that complicated either.
It has very basic features that would almost all be available on Excel for free.

Managing workforce in one place

November 2022

Billy A.

Broadcast Media

I have had such a great experience with Smartsheet. It is very smooth and easy to create and assign individual or team tasks.
Very rarely experienced hiccups.

Cloud-based, flexible, robust, and reliable

October 2022


Education Management

Smartsheet is very easy to operate and just requires a simple log-in to get started. I am in charge of training new staff, and I can affirm that the software is so simple that anyone may use it with just the most basic introduction possible. I personally never felt the need to receive formal training. SmartSheets online community of helpful tips and training materials is a solid source for you to solve most issues on your own. And if not, you can reach out to the support services anytime. It really adds to the reliability of the software.
That being said, Smartsheet is a bit different than anything you might have worked with before. Therefore, it has a very small but very real learning curve as well. But it is only due to the fact that there are slight differences in almost everything SmartSheet does. and thats about it. Some things are missing here that we found in other software. And a lot of tweaking is usually involved to make it do what you want, but its totally worth it. It keeps the exciting spirit alive!

The best of Excel and PowerPoint combined into one

October 2022

Shannon Y.

Health, Wellness, and Fitness

Smartsheet is perfect for those who are not looking for something very detailed but need just a bit more functionality to manage their workflow than simple task management tools such as Trello. It is very intuitive to use Smartsheets, partly due to the fact that it resembles Excel a lot. It is simple and allows transferring data from one team to another automatically via reports, messaging, and data presentation. Smartsheet shines the most when the number of users increases, so you can see how well it manages all the data. Most individuals will surely appreciate this.
The software is still a work in progress, and I think most of the features were rushed in order to deliver a product. Smartsheet is very new in comparison to other project management software, so it was expected. However, I can confirm that they are constantly adding new features and improving the old ones. In some ways, this is fantastic since they take customer feedback seriously and make adjustments rapidly. I think they lack the kind of leadership that truly makes a company great. Theres a lot that needs to be worked around.

Reliable, robust, and intuitive in every way possible

October 2022



I admit that most of the work that I do can be accomplished using MS Excel, but it lacks some core features that Smartsheets has, which makes me come back to it again and again. I can share spreadsheets and collaborate with my teams at the click of a button. I like how all of the Smartsheets I have access to can be organized into folders for easy retrieval, and I love how I can pin sheets or go to the most recently accessed to quickly find the one Im looking for. They keep adding new features for us to try and give feedback on, which is fantastic. We can also automate a lot of tasks to cut down on our working time and spend it elsewhere.
The software sends an email every time I set up rules for a sheet to everyone, which is great since the change is immediately notified. I just dont like the fact that the email that people receive appears to have been sent from "me." Id prefer that the email come from Smartsheet rather than my email address because, in many cases, I set up the rules for others and it appears that Im emailing them about it, which is inconvenient to say the least.

Not just a timesaver, but a lifesaver!

October 2022

Saul G.


Smartsheets has a lot going for it, but my favorite tool is a combination of automated reminders, overdue milestone reports, allocating personnel to projects, and running comprehensive reports to check on the current work of my team. The reliability of this software is made rock solid when combined with cross-sheet cell linking, indexing and matching where necessary, and large-scale reporting where conditional formatting may be required. It has all the tools youd need for effective project management and even increases your efficiency in the long run.
There is no way to rename a file if you want to do so afterwards. Only once will you get the option to name it when you create a new file, which is very weird and limiting. I have to very carefully name every file since a certain project may go on for months and we can get stuck with a wrongly named file.

Simple way to monitor progress and simultaneously work on a project

June 2022

Jessica D.

Information technology and Services

Keeping track of individual tasks is not an issue anymore. Easy to use and more professional version of regular spreadsheet apps.
Automatic emails based on task updates should be available as an option to send.

Smart software for your needs

June 2022

Kathy H.


I have been able to automate my workflow and be able to set reminders on when key clients need to approve vendor forms. All my data is organized in a grid thanks to Smartsheet.
Forms are very handy and readable when I send it to the vendors. However, I could not find a way to re-send that same form somewhere else once it was submitted.

Keeps us updated with our projects

June 2022

Melissa H.

Information technology and Services

It has enabled me to keep track of my projects progress and update my clients as well as my management regarding my performance.
We have only just started with it so cant really say that if the features we really wanted are absent or we are yet to uncover them.

Call us at

(661) 384-7070

Call us at

(661) 384-7070