Smartsheet Bewertung: Vorteile, Nachteile, Funktionen und Preise

Smartsheet zeichnet sich durch seine robusten Integrationsmöglichkeiten und Skalierbarkeit aus, was es ideal für komplexe Projektmanagement-Anforderungen macht.

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By Bradley Clifford

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Smartsheet is financial management software built around a spreadsheet-style interface that finance teams use for budgeting, project cost tracking, and financial reporting. I'd consider it if your team is outgrowing Excel but isn't ready for a dedicated FP&A platform—it gives you real-time collaboration, automated workflows, and structured data controls without the implementation complexity of tools like Adaptive Insights.

Smartsheet Evaluation Summary

Smartsheet streamlines budgeting, tracking, and financial reporting in one platform
Customer rating

4.5/5

Pricing
  • From $9/user/month (billed annually)
  • 30-day free trial

Warum Sie unseren Software-Empfehlungen vertrauen können

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Unsere Bewertungen spiegeln unser unabhängiges Urteilsvermögen wider – keine Verkaufsstrategie. Erfahren Sie, wie wir transparent bleiben.

Für diesen Leitfaden haben wir Tools mithilfe von praktischen Tests und unabhängiger Recherche bewertet und dabei unsere Bewertungskriterien angewendet.

Unsere Bewertungen spiegeln unser menschliches redaktionelles Urteilsvermögen wider, keine Verkaufsstrategie.

Smartsheet Overview

In my opinion, Smartsheet serves as a competent finance automation software, particularly for teams familiar with spreadsheet-based tools. It integrates well with Microsoft Office 365 and Google Workspace, which enhances its utility. The onboarding process can be challenging, which may extend the learning curve. While prices for more advanced plans can be high, the range of features justifies the cost for larger teams. I think it's best suited for enterprises that need robust spreadsheet capabilities and can invest time into learning the tool.

Pros

  • It scales with any enterprise.
  • You can automate workflows using spreadsheets and templates.
  • It offers integrated proofing and approval tools for team collaboration.

Cons

  • The outdated UI affects how easy it is to use.
  • Onboarding is non-existent when you first get your account.
  • Its interface and workflows aren’t easy to use at first.

Is Smartsheet Right For Your Needs?

Who Would be a Good Fit for Smartsheet?

Smartsheet is ideal for teams and departments that manage complex projects and need robust collaboration tools. It's particularly beneficial for project managers who enjoy the familiarity of spreadsheets but require advanced functionalities like automated workflows and real-time dashboards. If your work involves extensive project planning and tracking, Smartsheet's Gantt charts and reporting capabilities will support your needs efficiently. Its integration with major applications such as Microsoft Office 365 and Google Workspace further enhances its utility.

  • Project Management
    Smartsheet supports complex project management with Gantt charts, real-time dashboards, and strong reporting features.
  • Marketing Teams
    Marketing teams can automate workflows and collaborate effectively with integrated proofing and approval tools.
  • IT Departments
    IT departments can use Smartsheet to manage resources and publish reports, dashboards, and calendars with ease.
  • Construction Firms
    You can utilize sheet-to-sheet linking and real-time updates to track project progress, suitable for construction firms.
  • Human Resources
    You can streamline hiring processes with pre-built templates and automated workflows.

Who Would be a Bad Fit for Smartsheet?

Smartsheet isn't ideal for small businesses or teams with limited resources. Its steep learning curve and extensive features can overwhelm smaller operations. Additionally, if you're working with a tight budget, the limited storage space in Smartsheet's more affordable plans might not meet your needs.

  • Small Businesses
    If your team is small, Smartsheet’s complexity might outweigh its benefits.
  • Creative Teams
    If you prioritize visually appealing interfaces, Smartsheet's outdated UI might disappoint.
  • Simple Task Management
    For tasks that don’t require advanced features, Smartsheet's capabilities may be overkill.
  • Non-Technical Users
    If your team struggles with technology, Smartsheet's learning curve could hinder productivity.
  • Limited IT Support
    Without robust IT support, navigating Smartsheet’s setup and maintenance can be challenging.

Wie wir Tools testen und bewerten

Wir haben jahrelang daran gearbeitet, unser System zur Softwarebewertung zu entwickeln, zu verfeinern und stetig zu verbessern. Der Bewertungsleitfaden wurde entworfen, um die Feinheiten der Softwareauswahl und die Qualitätskriterien eines effektiven Tools präzise zu erfassen, mit Fokus auf entscheidende Aspekte im Auswahlprozess. Im Folgenden sehen Sie genau, wie unsere Prüfungen und Bewertungen nach sieben Kriterien funktioniert. So können wir eine objektive Bewertung der Software auf Grundlage der Kernfunktionalitäten, herausragenden Eigenschaften, Benutzerfreundlichkeit, Einführung, Kundensupport, Integrationen, Kundenbewertungen sowie Preis-Leistungs-Verhältnis bieten.

Kernfunktionalität (25 % der Gesamtbewertung)

Der Ausgangspunkt unserer Bewertung ist immer die Kernfunktionalität des Tools. Verfügt es über die grundlegenden Features und Funktionen, die ein Nutzer erwarten würde? Sind einige dieser Kernfunktionen auf höherpreisige Tarife beschränkt? Im Kern erwarten wir, dass ein Tool mit den Basisfunktionen seiner Wettbewerber mithalten kann.

Herausragende Funktionen (25 % der Gesamtbewertung)

Im nächsten Schritt bewerten wir ungewöhnliche, herausragende Funktionen, die über die üblichen Kernfunktionen vergleichbarer Tools hinausgehen. Eine hohe Punktzahl erhält, wer spezialisierte oder einzigartige Funktionen bietet, die das Produkt schneller, effizienter oder besonders wertvoll für den Nutzer machen. Wir prüfen auch, wie einfach sich das Tool mit anderen Programmen des typischen Tech-Stacks integrieren lässt, um den Funktionsumfang und die Nützlichkeit der Software zu erweitern. Vielseitige native Integrationen, Drittanbieter-Anbindungen sowie API-Zugänge für individuelle Integrationen schneiden am besten ab.

Benutzerfreundlichkeit (10 % der Gesamtbewertung)

Wir bewerten, wie schnell und einfach sich die wichtigsten Aufgaben im Tool erledigen lassen. Hoch bewertete Software ist gut gestaltet, intuitiv bedienbar, bietet mobile Apps, Vorlagen und macht selbst komplexere Aufgaben handhabbar.

Einführung (10 % der Gesamtbewertung)

Wir wissen, wie wichtig eine rasche Teamakzeptanz bei neuen Plattformen ist. Deshalb prüfen wir, wie einfach sich ein Tool mit minimalem Trainingsaufwand erlernen und bedienen lässt. Wir bewerten auch, wie schnell ein Teammitglied ohne vorherige Erfahrung startklar ist. Hoch bewertete Lösungen benötigen wenig oder gar keinen Support.

Kundensupport (10 % der Gesamtbewertung)

Wir prüfen, wie leicht und schnell Sie mit Telefon, Live-Chat oder Wissensdatenbank Hilfe erhalten können. Tools und Unternehmen, die Echtzeit-Support bieten, erzielen die besten Ergebnisse, während Chatbots am schlechtesten abschneiden.

Kundenbewertungen (10 % der Gesamtbewertung)

Neben unseren eigenen Tests berücksichtigen wir den Net-Promoter-Score aktueller und ehemaliger Kunden. Wir prüfen, wie wahrscheinlich sie sich erneut für das Tool entscheiden würden, basierend auf der Kernfunktionalität. Hoch bewertete Software spiegelt einen hohen Net-Promoter-Score wider.

Preis-Leistungs-Verhältnis (10 % der Gesamtbewertung)

Abschließend vergleichen wir alle Kriterien und bewerten den Durchschnittspreis der Einstiegstarife im Verhältnis zu den Kernfunktionen und dem Nutzen der weiteren Bewertungskriterien. Software, die mehr für weniger bietet, erhält die besten Bewertungen.

Core Features

Automated Workflows: Smartsheet allows you to automate repetitive tasks, reducing the manual effort required in financial processes. This allows your team to focus on more strategic tasks by handling approvals, notifications, and updates automatically.

Real-Time Dashboards: With real-time dashboards, you can visualize financial data and trends instantly. This helps you make informed decisions quickly by displaying key metrics in an easy-to-understand format.

Comprehensive Reporting: Smartsheet’s reporting tools enable you to generate detailed financial reports with ease. You can customize these reports to focus on specific data points, ensuring that your team has the insights needed to drive business decisions.

Document Management: You can attach, manage, and convert files into proof items directly within Smartsheet. This allows you to track approvals and versions, facilitating focused conversations around financial documents.

Resource Management: You can visualize team workloads and project allocations to manage resources effectively and optimize project assignment based on availability.

Gantt Charts for Planning: You can utilize Gantt charts to plan and track financial projects and timelines. This feature assists in setting clear deadlines and dependencies, making it easier to manage complex financial tasks.

Smartsheet screenshot
Automates approvals, alerts, and processes to reduce manual work.

Standout Features

Brandfolder Integration: This digital asset management platform within Smartsheet helps you store, label, and categorize files efficiently. This is particularly valuable for companies handling large volumes of content, ensuring easy retrieval and reuse.

WorkApps: Customize your project experience by organizing documents, spreadsheets, and timelines into a single app. This feature allows your team to access only the relevant information, enhancing productivity.

Smartsheet screenshot
Connects digital assets for streamlined brand management.

Ease of Use

Smartsheet's UI can be hard to learn initially. The spreadsheet-like appearance requires a shift in mindset but offers powerful customization once mastered. Users often find the onboarding lacking, but if your team embraces the learning curve, you'll unlock robust automation and integration capabilities that enhance your workflows.

Smartsheet screenshot
Spreadsheet-like interface makes collaboration and tracking intuitive.

Onboarding

Smartsheet's onboarding experience is minimal, with no detailed guidance within the tool. Users often find themselves needing to explore Smartsheet University or other resources to learn effectively. The interface's complexity can hinder the onboarding process compared to more user-friendly Smartsheet alternatives, such as Monday.com and ClickUp. This setup may delay your team’s time to value as you navigate the learning curve independently.

Smartsheet screenshot
Guided setup, templates, and resources help teams get started quickly.

Customer Support

Smartsheet's customer support is average, offering a help centre with documentation and tutorials, a user community, and paid personalized coaching. Email and phone support are also available, though some users report long wait times.

Smartsheet screenshot
Offers help center, training, and responsive support options.

Integrations

Smartsheet integrates with Microsoft Teams, Microsoft Excel, Slack, Adobe Creative Cloud, DocuSign, Power Automate, Zapier, Jira, Power BI, and Salesforce.

Smartsheet also offers an API and connects with third-party integration tools and add-ons.

Smartsheet screenshot
Connects with popular tools like Microsoft, Google, and Salesforce.

Value for Money

Smartsheet offers several pricing plans to suit different business needs, including a free plan for two users. While customized plans with advanced features may be more costly, Smartsheet offers good value for money. A free demo is available, so you can evaluate the software before purchasing.

  • Free Plan: Offers two sheets for two users, with access to Google Workspace, Microsoft 365, and Slack integrations.
  • Pro Plan: $9/member/month (billed annually); limited to 10 users and includes core features, such as unlimited sheets, forms, and reports.
  • Business Plan: $19/member/month (billed annually); includes team workload tracking, a timeline view widget, and admin capabilities.
  • Enterprise Plan: Custom pricing; offers directory integrations for simplified user authentication and AI capabilities.
  • Advanced Work Management Plan: Custom pricing for additional features according to your needs.
Smartsheet screenshot
Scales well for teams needing robust workflow and reporting tools.

Smartsheet Specs

  • API: Yes
  • Batch Permissions & Access: No
  • Budgeting: Yes
  • Calendar Management: Yes
  • Collaboration Support: Yes
  • Contact Management: No
  • Contact Sharing: No
  • Customer Management: Yes
  • Dashboard: Yes
  • Dashboards: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Dependency Tracking: No
  • Document Sharing: No
  • Expense Tracking: Yes
  • External Integrations: Yes
  • File Sharing: No
  • Gantt Charts: Yes
  • Kanban Boards: No
  • Multi-User: Yes
  • Notifications: Yes
  • Project Management: Yes
  • Resource Management: Yes
  • Scheduling: Yes
  • Task Scheduling/Tracking: Yes
  • Third-Party Plugins/Add-Ons: Yes
  • Time Management: No
  • Travel Management: No
  • Workflow Management: No

Smartsheet FAQs

Smartsheet Company Overview & History

Smartsheet, headquartered in Bellevue, Washington, was founded in 2005 and currently employs over 3,000 people. Known for its cloud-based platform that blends spreadsheets, databases, and project management tools, Smartsheet is trusted by over 85% of Fortune 100 companies. Blackstone and Vista Equity Partners acquired Smartsheet for $8.4 billion in 2024. The company supports integration with major applications such as Microsoft Office 365 and Google Workspace.

Smartsheet Major Milestones

  • 2005: Founded by Eric Browne and Brent Frei.
  • 2023: Trusted by over 85% of Fortune 100 companies.
  • 2024: Acquired by Blackstone and Vista Equity Partners for $8.4 billion.