---
title: "Smartsheet Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Smartsheet Software - reviews, pricing plans, popular comparisons to other Project Management products and more."
source_url: "https://www.capterra.com/p/79104/Smartsheet/"
page_type: "product"
language: "en"
---

# 

 Smartsheet Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 23, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Smartsheet

## What is Smartsheet?

Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries, from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive.

## What is Smartsheet used for?

[Project Management](https://www.capterra.com/project-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Recognitions

Shortlist

Overall rating

Based on 3,531 user reviews

Reviews sentiment

Positive

92%

Neutral

6%

Negative

1%

Pros & cons

Real-time team collaboration tools

Comprehensive project tracking platform

High and restrictive pricing

Performance and reliability concerns

Starting price

$12

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Business Management / 2026
-   Professional Services Automation / 2026
-   Project Management / 2026
-   Resource Management / 2026
-   Task Management / 2026
-   Advertising Agency / 2025
-   Agile Project Management / 2025
-   Business Process Management / 2025
-   Construction Scheduling / 2025
-   Gantt Chart / 2025
-   Kanban Tools / 2025
-   Product Management / 2025
-   Project Planning / 2025
-   Project Portfolio Management / 2025
-   Remote Work / 2025
-   Strategic Planning / 2025
-   Workflow Management / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Smartsheet alternatives

Highest Rated

[Clockify](https://www.capterra.com/p/169607/Clockify/)

[4.8 (9,252)](https://www.capterra.com/p/169607/Clockify/reviews/)

Starting price

$4.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (530)](https://www.capterra.com/p/5923/Celoxis/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.6 (2,240)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15,432)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/79104/Smartsheet/alternatives/)

## FAQs about Smartsheet

Overview

### What problems does Smartsheet solve?

Smartsheet helps teams eliminate scattered task ownership, email-driven status chasing, and outdated spreadsheets by centralizing project plans, files, forms, dashboards, and automated alerts. Project managers, operations teams, marketing departments, HR, construction teams, and executives use it to track milestones, manage cross-functional work, and maintain real-time visibility across remote stakeholders.

Answer based on 1657 reviews

Overview

### Which roles and teams benefit most from Smartsheet?

Smartsheet is most used by project and program managers, operations teams, and business leaders who need to coordinate timelines, tasks, and cross-functional work. IT teams, consultants, and analysts use it to track requests and reporting, while marketing and administrative staff rely on it for campaign planning, approvals, and workflow visibility.

Answer based on 3451 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is Smartsheet built for?

Smartsheet serves small businesses most often, with 54% of reviewers from that segment, and its largest industry presence is Information Technology and Services at 8%. It also fits enterprises and midsize companies, with 25% and 21% respectively, especially across software and construction, each representing 6% of reviewers.

Answer based on 3530 reviews

Features and Usability

### What are the key features of Smartsheet?

Smartsheet includes core project management features like task management, project tracking, Gantt charts, and spreadsheet view, plus collaboration tools such as shared sheets, comments, and role-based permissions. Differentiating features include customizable forms, dashboards and reports, workflow automation with alerts and reminders, and integrations through its API and connectors.

Answer based on 1203 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Smartsheet starts at $12 per user/month for Pro, or $9 annually, while Business costs 24 monthly or 19 annually with a 3-user minimum. A free trial is available. Reviewers often like that only creators need paid licenses, but note costs can rise for larger teams and some advanced features or add-ons require higher tiers.

Answer based on 549 reviews

Integrations

### Which third-party tools and platforms does Smartsheet integrate with?

Smartsheet integrates with Microsoft Excel, Google Sheets, Microsoft Outlook, Jira, Microsoft Teams, Slack, Google Drive, Tableau, and Microsoft Power BI. It supports over 70 integrations overall, spanning spreadsheets, communication, file storage, and reporting tools, with additional connections available through Zapier and Box.

Answer based on 1039 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Smartsheet?

Smartsheet is usually quick for team members to learn, especially spreadsheet-savvy and nontechnical users working with basic sheets, forms, and dashboards. It offers in-person training, live online sessions, webinars, videos, and documentation. Admins and teams building automations, reports, or complex workflows often need more structured training and extra time.

Answer based on 499 reviews

Getting Started and Support

### What customer support options does Smartsheet offer, and how do users rate the experience?

Smartsheet offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often find the articles, community, and support staff helpful, with many noting quick answers and useful guidance. Still, some report inconsistent service, slower responses, automated interactions, and frustration when issues are more complex or urgent.

Answer based on 249 reviews

Security

### How does Smartsheet handle data security and access control?

Smartsheet uses share controls, read/write/admin or creator roles, level-based and row-level permissions, auditability to track changes, secure file sharing, and Google authentication. Reviewers also note limits: permissions can be cumbersome at scale, some want cell-level or hidden-row protection, and certain security features or stronger authentication may require higher-tier plans or add-ons.

Answer based on 138 reviews

## Who uses Smartsheet?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Real-time team collaboration tools

98% positive reviews out of 361

Most reviewers describe collaboration as seamless, enabling real-time teamwork, document sharing, and efficient communication across distributed teams.

Nicolas P.

Financial Analyst, 201 - 500 employees.

"In addition, the ability to collaborate in real time with my team has facilitated communication and coordination."

High and restrictive pricing

46% negative reviews out of 330

Some users say pricing is high, with costly licenses, minimum purchase requirements, and essential features locked behind expensive plans.

Ellie B.

Business Operations and HR Support, 11 - 50 employees.

"Smartsheet has recently changed its licensing and is now really quite expensive for the amount of users required, who don't necessarily need the full subscription."

Comprehensive project tracking platform

96% positive reviews out of 296

Most users report project tracking allows easy monitoring of tasks, deadlines, and milestones, improving organization and team alignment.

Basel E.

IT Operations Specialist, 11 - 50 employees.

"Smartsheet is very strong for organizing projects, tracking tasks, and keeping teams aligned without needing a complicated project management system."

Performance and reliability concerns

61% negative reviews out of 190

Most users comment that bugs and issues cause slow load times, occasional crashes, and frustrating delays, especially with large data sets.

Daniel A.

IT Project Manager, 1,001 - 5,000 employees.

"We had a level 3 developer work with us to resolve the issues, but new ones keep popping up with no end user/admin intervention."

Versatile tracking and monitoring

95% positive reviews out of 210

Most reviewers find tracking features helpful for monitoring progress, managing tasks, and maintaining real-time visibility across projects.

Omar E.

Services and consulting in the field of information technology, 501 - 1,000 employees.

"It's excellent for general roadmapping and tracking. When I can do all I need to do here, I wouldn't use anything else!"

Limited advanced formula support

60% negative reviews out of 99

Most reviewers indicate formula functionality lacks Excel's complexity, making advanced calculations difficult and sometimes causing performance slowdowns.

Anonymous User

PRESIDENT, 2 - 10 employees.

"not as functional as excel, lacks advanced formulas, flexibility, and complex data analysis capabilities"

## Features

AI summary

Based on 28,833 Project Management reviews

Capterra data shows that buyers of project management software rank the following features as their top priorities:

-   **Task Management** (**52%** of reviewers rated this feature as critical)
-   **Project Planning/Scheduling** (**49%**)
-   **Multiple Projects** (**51%**)

Smartsheet supports all three features that reviewers rate most highly: **Task Management**, **Project Planning/Scheduling**, and **Multiple Projects**. Combined, these capabilities help teams organize day-to-day work, map timelines and deadlines clearly, and manage several initiatives at once, allowing businesses to keep projects on track and improve coordination across teams.

Task Management

4.5 (875)

62.06% of 875 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Project Planning/Scheduling

4.6 (568)

64.96% of 568 reviewers that rated this feature as important or highly important

Smartsheet helps you plan projects with templates, Gantt charts, and timeline views. Some reviewers feel it streamlines scheduling, resource forecasting, and collaboration, making it easier to adjust plans, assign tasks, and visualize project progress.

Multiple Projects

4.5 (394)

59.64% of 394 reviewers that rated this feature as important or highly important

You can manage several projects at once using centralized dashboards, folders, and cross-project reporting. Reviewers indicate it’s easy to organize, monitor, and share updates across multiple projects, helping teams allocate resources and maintain transparency.

Collaboration Tools

4.4 (380)

62.37% of 380 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Reporting/Project Tracking

4.5 (352)

68.75% of 352 reviewers that rated this feature as important or highly important

Smartsheet gives you robust reporting and project tracking, including dashboards, automated updates, and custom reports. Reviewers appreciate its ability to consolidate data, keep stakeholders informed, and simplify project oversight, though some want more formatting flexibility.

Task Scheduling

4.5 (498)

58.03% of 498 reviewers that rated this feature as important or highly important

Smartsheet offers flexible task scheduling, letting you assign tasks, set deadlines, automate reminders, and visualize timelines. Reviewers appreciate how it keeps teams organized, enables real-time collaboration, and makes assigning or rescheduling tasks simple and intuitive.

Smartsheet 221 features

### All Features
- @mentions: An @mention is a way to tag or notify a specific person about a message/post
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Analytics: Tools for the systematic analysis of various types of data or statistics
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
- Assignment Management: Assign issues and tasks based on availability or required skills
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
- Bar Chart: A way to visually represent data via blocks the length of which correlates with the values they represent
- Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Brainstorming: Group collaboration to solve ideas in a productive and concentrated manner.
- Brand Management: The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Budget Tracking: Track actual spending to ensure it's in line with the planned budget
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Bug Tracking: Monitor and track bugs and issues in the system.
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calibration Management: Schedule the calibration of instrumentation and maintenance requirements
- Campaign Analytics: Track and interpret campaign performance metrics
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Campaign Planning: Plan and strategize marketing campaigns
- Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs
- Change Management: Track and monitor efficient handling of all changes/transitions
- Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
- Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Clinical Study Management: Tools to manage single or multiple clinical studies within a centralized platform
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Color Codes/Icons: A way to visually represent data where different categories of items are marked with different colors
- Commenting/Notes: Leave comments and notes on documents for others to view
- Commercial: Specialized for organizations who focus on commercial projects and processes
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Contract/License Management: Track, store, and access client contracts or licenses
- Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
- Cost Estimating: Forecast the cost and resources required to complete a project
- Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Connectors: Connect to big data sources
- Data Import/Export: Import and export data to and from software applications
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Tabulation: A systematic and logical representation of numeric data in rows and columns
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Dependency Tracking: Track and manage task relationships and dependencies
- Digital Asset Management: Manage digital assets
- Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc.
- Display Ad Management: Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Electronic Data Capture: Import, collect, and capture data from multiple sources
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Reminders: Reminders sent via email
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- EMR/EHR: Create and securely store digital patient records
- Equipment Tracking: Track the location of specific equipment at all times
- Event Calendar: A list of events with their respective dates
- Event Management: Schedule and manage the logistics of activities and other gatherings
- Expense Management: Plan, pay and track business related expenses.
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals
- For IT Project Management: Supports project management for IT professionals & teams
- For Residential: Specialized for organizations who focus on residential projects
- Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms
- Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
- Forms Management: Store, manage and track all forms in a centralized location
- Functions/Calculations: Perform various mathematical calculations using the data
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- HR Management: Automates core HR functions such as talent management, employee evaluation and learning management
- Idea Collection: Process of gathering idea submissions from users, employees, or customers using internal, external, or crowdsourcing channels
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Ideation: The creation, development, and sharing of potentially innovative new ideas
- Incident Reporting: Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- Issue Tracking: Record and follow the progress of every issue
- Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Key & Lock Management: Establish procedures for monitoring locations of keys
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Marketing Calendar: See past and upcoming campaigns and communications in a calendar view
- Marketing Reports: Reports specific to marketing and associated campaigns
- Media Planning: Identify advertising and promotional sources to be used in marketing efforts
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Mobile Dashboards: View and present dashboard on mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-board: Supports simultaneous creation and work on multiple Kanban boards
- Multi-Campaign: Manage multiple campaigns in one system
- Multiple Projects: You can manage several projects at once using centralized dashboards, folders, and cross-project reporting. Reviewers indicate it’s easy to organize, monitor, and share updates across multiple projects, helping teams allocate resources and maintain transparency.
- Negative Feedback Management: Identify, track, and respond to negative feedback
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
- Percent-Complete Tracking: Level of completion within a task
- Permit Management: Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
- Prioritization: Arrange tasks based on the level of priority or urgency
- Private Dashboards: Share dashboard screen within private user groups
- Process Change Tracking: Document any changes or proposed changes made to business processes or workflows
- Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements
- Product Lifecycle Management: Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
- Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Smartsheet helps you plan projects with templates, Gantt charts, and timeline views. Some reviewers feel it streamlines scheduling, resource forecasting, and collaboration, making it easier to adjust plans, assign tasks, and visualize project progress.
- Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Public Dashboards: Publish dashboard publicly on various platforms
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Chat: Engage in direct, instant messaging with customers, users, etc.
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Recurring Tasks: Set the frequency of a task's occurrence
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Smartsheet gives you robust reporting and project tracking, including dashboards, automated updates, and custom reports. Reviewers appreciate its ability to consolidate data, keep stakeholders informed, and simplify project oversight, though some want more formatting flexibility.
- Request Management: Evaluating and prioritizing change requests that are received while working on the project
- Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development
- Rescheduling: Manage the rescheduling of appointments
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets
- Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
- RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Service History: Track work performed and resources used for past customers, sites, or assets
- Single Page View: Display aggregated data points on one page for a bird's eye view assessment
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Skills Tracking: Track employee skills, competencies, training & qualifications
- Spend Management: Track the amount of money spent on a certain product or with a certain supplier
- Spreadsheet View: UI looks like a spreadsheet
- Sprint Planning: Identifying the tasks to be completed and the people to complete them during a set period of time
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Staff Calendar: Track staff hours through a calendar view
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Sub-Task Management: Split and manage tasks into individual components
- Subcontractor Management: Track information, qualifications, and contact details of subcontractors
- Subcontractor Monitoring: Ensure subcontractors are working safely on client sites and document audits/inspections for reference.
- Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Board View: UI looks like task board
- Task Editing: Edit task information and all related elements
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: With this capability, you can monitor task status in real time, view updates in Gantt charts, and track completion visually. Users think it helps teams stay aligned, reduces meeting time, and provides clear accountability for deadlines and progress.
- Task Scheduling: Smartsheet offers flexible task scheduling, letting you assign tasks, set deadlines, automate reminders, and visualize timelines. Reviewers appreciate how it keeps teams organized, enables real-time collaboration, and makes assigning or rescheduling tasks simple and intuitive.
- Task Tagging: Add labels or tags to tasks
- Team Management: Organizing a group of people to accomplish a task
- Technician Management: Oversee technicians and track their assigned work orders
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
- Third-Party Integration: Addition of necessary external data, applications, tools, or features
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- To-Do List: A digital list of items that need to be completed
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visual Workflow Management: Create, design, and visually represent processes within the software
- Visualization: Graphical representation of data or processes
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Work Order Management: Creating, assign, and track jobs and/or tasks for work orders
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.3 (3,474)

4.3

Based on 3,474 reviews

## Pricing

Value for money

4.4 (2473)

Free Trial

[View pricing plan details](https://www.capterra.com/p/79104/Smartsheet/pricing/)

Pro

$12.00

Per User,Per Month

It includes:

-   Unlimited Free Viewers
-   Gantt, Grid, Board, and Calendar View
-   Rich Formulas
-   Unlimited Sheets, Forms, and Reports
-   250 Automations Per Month
-   File Library
-   20 GB File Storage
-   User Management

Business

$24.00

Per User,Per Month

It includes:

-   Unlimited Free Guests
-   Timeline View
-   Team Workload Tracking
-   Admin Capabilities
-   Unlimited Automations
-   1 TB Attachment Storage
-   Unlimited Reports
-   Mobile app (Android and iOS)

Enterprise

Custom Quote Available

It includes:

-   AI formulas, texts, and charts (new)
-   Single Sign-on/ SAML
-   Approval Requests
-   WorkApps
-   Work Insights
-   Enterprise Plan Manager
-   Unlimited attachment storage
-   Directory integrations

Advanced Work Management

Custom Quote Available

It includes:

-   Administrator Control Center
-   Salesforce Integration‪
-   JIRA Integration
-   Calendar
-   Premium Support
-   AI Tools
-   Unlimited Triggers
-   Enterprise Access Control Options

Value for money

4.4 (2,473)

4.4

Based on 2,473 reviews

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

Jira](https://www.capterra.com/p/19319/JIRA/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.3 (2385)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (2,385)

4.3

Based on 2,385 reviews

## User reviews

Overall rating

4.5

Based on 3,531 reviews

Filter by rating

5(2064)

4(1188)

3(230)

2(35)

1(14)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Sales Associate

Retail

### "Helped Me Keep Track of Sales Activities"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 27, 2026

I started using Smartsheet to manage sales activities and track customer follow-ups more efficiently. Before that, I was relying on spreadsheets and notes, which became difficult to manage as my workload increased. Smartsheet made it much easier to organize leads, monitor progress, and stay on top of daily tasks. I also appreciated being able to collaborate with colleagues by sharing updates and keeping everyone informed about project status. The platform was reliable, easy to access, and flexible enough to fit different types of work. While there was a bit of a learning curve initially, it became much easier with regular use. Overall, it has been a valuable tool for improving organization and productivity in my day-to-day work.

Pros

What I liked most about Smartsheet was how easy it was to organize customer information, sales tasks, and follow-ups in one place. It gave me a clear view of what needed attention and helped me avoid missing important deadlines. I also found it useful for sharing updates with teammates without having long email conversations.

Cons

The interface can feel a little overwhelming at first because there are many features and customization options. It took some time to get comfortable with everything, and some advanced functions have a learning curve.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PR

Pupp R.

Owner

Events Services

### "Smartsheet makes our team more efficient."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

July 19, 2026

Overall I’ve been very impressed with Smartsheet and over time I’ve been able to push it further and further by adding things like automations and more complex formulas. It can do a lot for making team processes more efficient.

Pros

Smartsheet allows multiple team members to collaborate with ease but I also like that I can set up automations allowing me to manage tasks more efficiently. Their customer support is also good and whenever I’ve had questions I am able to speak to a human being quickly.

Cons

Smartsheet has a few frustrating elements when it comes to collaborations. If different team members have different license levels it can complicate things if you’re trying to create smartsheets collaboratively.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

IT Director

Publishing

### "Powerful tool for Project Management "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

July 16, 2026

Overall, its improved visibility across projects and made it easier to stay aligned on priorities and deadlines. Its a good tool for managing projects that involve people inside and outside the organization.

Pros

Pretty good tool for keeping projects organized and on track. Pretty flexible, makes it easy to manage tasks, timelines, and team collaboration in one place. I find the admin and user management to be intuitive, i can deploy or add collaborators easily. If you've used any other Gant chart or PM tool, you can get going quickly without extensive training.

Cons

Overall it's a great tool - I guess the more advanced features can be difficult to learn / configure. The reporting its a bit limited compared to full blown business intelligence tools. Managing permissions can be a little tedious. Also, I think it's pretty expensive for what we're using it for - purely a project management and collaboration tool.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Bill L.

Vice President of Sales and Operations

Information Technology and Services

### "Improves Visibility and Team Coordination"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

July 15, 2026

Our overall experience with Smartsheet at LearningBrick has been positive. It has helped us organize projects, track tasks, manage timelines, and improve visibility across teams. The platform makes it easier to keep everyone aligned and accountable. However, the cost and the time required to fully set up and manage more advanced features can be challenging as the organization grows.

Pros

Smartsheet helps LearningBrick organize projects, track progress, and keep teams aligned. It provides better visibility into tasks, deadlines, and responsibilities, making collaboration more efficient.

Cons

The biggest downside of Smartsheet is the cost, especially for smaller teams that need multiple users or advanced features. It can also take time to fully learn and configure the platform, and some of the more complex features may require additional setup and training.

Switched from

[Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/)

We use both but our government clients use Smartsheet more so we decided to move to this.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Christopher V.

HUMAN RELATIONS

Alternative Dispute Resolution

### "\*\*Smartsheet Review: Resourceful Automation That's Worth the Setup Grind\*\*"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 12, 2026

Overall, Smartsheet is a great tool if you need to automate a lot of moving parts, but it is way too much of a grind to set up for basic projects. Here is my takeaway on it: \* \*\*The Good:\*\* When it’s actually set up right, it cuts out so much manual clutter. Being able to pull data from different sheets into one live report and automate those annoying follow-up pings saves a ton of time and energy. \* \*\*The Bad:\*\* The learning curve is steep, and it feels total overkill for simple tasks. Dealing with their rigid column formulas is frustrating, and it takes a lot of tedious upfront effort before you see any real benefit. \*\*The Verdict:\*\* It’s incredibly resourceful for complex, messy projects where you want to eliminate busywork. But if you just need a quick, flexible way to stay organized, the administrative headache up front isn't really worth it.

Pros

What I like most about Smartsheet is how much manual busywork it cuts out. It basically takes a familiar spreadsheet layout but automates all the tedious, repetitive parts so you can focus on actually getting things done instead of managing the tool itself. Here is what really stands out to me: \* \*\*The Automations:\*\* You can easily set up rules so that when a task status changes, it automatically pings the right person or moves that row to a completely different section. It eliminates all those unnecessary "hey, I finished my part, your turn" follow-up messages. \* \*\*Switching Views:\*\* You aren't locked into looking at a massive, overwhelming wall of data. With one click, you can toggle the exact same project between a standard grid, a Kanban card board, or a calendar view depending on how you need to visualize it that day. \* \*\*Live Reports:\*\* Instead of copying and pasting or messing around with complicated formulas to share updates, you can pull data from multiple sheets into one clean, live report. It lets you see the big picture instantly without the operational grind of updating everything manually. It's just a much more resourceful way to track projects without wasting time on the clutter.

Cons

What I like least about Smartsheet is that it can honestly feel like a bit much when you just need something quick and straightforward. Because it tries to be a spreadsheet, a database, and an automation tool all at once, it comes with a few frustrating pain points: \* \*\*The Learning Curve:\*\* It’s not the kind of software you can just jump into and immediately know how to use. Setting up the formulas and automations takes a lot of trial and error, and the interface can feel pretty overwhelming and cluttered until you get the hang of it. \* \*\*Formula Frustrations:\*\* If you're used to regular spreadsheets, the formulas in Smartsheet can be incredibly annoying. You can't just click on a random cell and type a formula; it forces you to apply formulas to entire columns. Plus, referencing data across different sheets requires a bunch of extra, tedious steps. \* \*\*It’s Not a Real Database:\*\* Even though it has database features, at the end of the day, it's still restricted by row limits. If you're trying to track a massive amount of data over a long period, it starts to lag, and you run into caps that force you to archive your older work. \* \*\*The Price Tag:\*\* The free version is incredibly limited, and once you start needing better reporting or want to add collaborators who can actually edit things, the subscription costs add up fast. It definitely takes a lot of time and effort to set up properly, which feels like an unnecessary grind if you're just trying to manage a basic project.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MR

Monica R.

Insurance Agent

Insurance

### "Important for collaborative tasks"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 9, 2026

Pros

Since I started using Smartsheet, managing tasks and collaborative spreadsheets has become much simpler.

Cons

One thing that bores me with spreadsheets is formulas, and Smartsheet is not an exception. In 2026, we should have a system where we can just say what we want to do instead of using formulas.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VT

Vianney T.

Staff Engineer

Computer Software

### "easier and more organized"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 8, 2026

Pros

Smartsheet allowed me to organize several projects in a much clearer way. The layout is intuitive and it becomes easy to track the progress of tasks while keeping good visibility on deadlines.

Cons

the flexibility of the tool and the different views that allow to adapt the tracking depending on the needs. It is a solution that integrates easily into a collaborative work environment

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AE

ALI E.

Senior Product Designer

Mechanical or Industrial Engineering

### "Smartsheet"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

June 29, 2026

Pros

Smartsheet est une révélation, La force de cet outil réside dans sa structure familière en lignes et colonnes, qui masque un écosystème d'automatisation extrêmement puissant. techniques que la direction générale. Les fonctionnalités de partage avec des prestataires externes sont également très sécurisées et fluides.

Cons

la gestion des limites de cellules et la lourdeur de chargement sur des feuilles de calcul massives regroupant des milliers de lignes rappellent parfois les pires défauts des tableurs traditionnels.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

YE

Yunus Emre T.

Audit Assistant

Financial Services

### "Smartsheet Review: The Power of Excel Meets Project Management"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

June 28, 2026

The best part is being able to enter data into a spreadsheet as usual and convert it into a Gantt chart or Kanban board with just a single click. When team members say 'I can't read spreadsheets, it's confusing,' I show them the board, and when management wants a report, I switch it to a Gantt chart. Also, automated reminders are a lifesaver; when a task's due date approaches, the system automatically emails the responsible person, so I don't have to chase after them.At first, I thought it would work live just like Google Sheets, but that's not the case. After making a change, you absolutely have to hit the 'Save' button, otherwise your teammates can't see your updates.If you are managing big-budget, multi-step projects and are used to the logic of Excel, it definitely makes your job much easier. Just be ready to remind the team to 'hit the save button' for the first few weeks!

Pros

It's powerful enough to run massive, complex corporate projects, but because it looks and feels like a spreadsheet, the learning curve isn't nearly as steep as traditional project management software.

Cons

It is an incredibly robust tool built for serious project management, which just means it trades a little bit of simplicity and modern flair for pure power.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CL

Christine L.

Operations Supervisor

Medical Devices

### "Smartsheet Overview"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 26, 2026

I have been using Smartsheet for just over a year and it has been an amazing tool for communication.

Pros

Using Smartsheet to communicate issues with a certain process is so easy and simple to use. You answer 5-7 short questions regarding what your issue is and send, so simple!

Cons

Not knowing who exactly the Smartsheet is going to. There is not a way for the user to follow-up on their Smartsheet after it is sent.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/79104/Smartsheet/reviews/)

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