Avis Smartsheet : Avantages, Inconvénients, Fonctionnalités et Tarification

Smartsheet se distingue par ses capacités d'intégration robustes et son évolutivité, ce qui en fait un choix idéal pour les besoins de gestion de projets complexes.

Nous évaluons les outils indépendamment ; les commissions aident à financer nos tests. Consultez notre politique de transparence et notre méthodologie.

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

Pourquoi faire confiance à nos recommandations de logiciels

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Nos avis reflètent notre jugement indépendant — et non un argumentaire de vente. Découvrez comment nous restons transparents.

Pour ce guide, nous avons évalué les outils grâce à des tests pratiques et une recherche indépendante, en notant les outils selon nos critères de sélection.

Nos avis reflètent notre jugement éditorial humain, et non un argumentaire de vente.

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  • The outdated UI affects how easy it is to use.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.

Comment nous testons et évaluons les outils

Nous avons passé des années à construire, affiner et améliorer notre système de test et d’évaluation des logiciels. Notre grille vise à saisir toute la subtilité de la sélection logicielle et les facteurs déterminant l’efficacité d’un outil, en mettant l’accent sur les aspects essentiels du processus de décision. Ci-dessous, vous pouvez voir exactement comment notre test et notre notation fonctionnent selon sept critères. Cela nous permet de fournir une évaluation impartiale des logiciels sur la base des fonctionnalités principales, des fonctionnalités distinctives, de la facilité d’utilisation, de la prise en main, du service client, des intégrations, des avis clients et du rapport qualité/prix.

Fonctionnalité principale (25 % de la note finale)

Le point de départ de notre évaluation est toujours la fonctionnalité principale de l’outil. Dispose-t-il des caractéristiques de base attendues ? Certaines de ces fonctions de base sont-elles réservées aux plans tarifaires supérieurs ? Fondamentalement, nous attendons d’un outil qu’il soit au moins l’égal de ses concurrents en capacités essentielles.

Fonctionnalités Distinctives (25 % de la note finale)

Ensuite, nous évaluons les fonctionnalités rares ou uniques, allant au-delà de la fonctionnalité principale habituellement trouvée dans ce type d’outil. Un score élevé traduit des fonctionnalités spécialisées ou innovantes qui rendent le produit plus rapide, plus efficace, ou apportent une valeur supplémentaire à l’utilisateur. Nous évaluons aussi la facilité d’intégration avec d’autres outils courants de l’écosystème technologique pour étendre les capacités du logiciel. Les outils offrant de nombreuses intégrations natives, des connexions tierces et un accès API pour des intégrations personnalisées obtiennent le meilleur score.

Facilité d’utilisation (10 % de la note finale)

Nous considérons la rapidité et la facilité d’exécution des tâches essentielles avec l’outil. Un logiciel bien conçu, intuitif, proposant des applications mobiles, des modèles et permettant de simplifier des tâches complexes obtient la meilleure note.

Prise en Main (10 % de la note finale)

Nous savons combien il est important d’adopter rapidement une nouvelle plateforme, c’est pourquoi nous évaluons la facilité d’apprentissage et d’utilisation du logiciel avec un minimum de formation. Nous évaluons la rapidité de mise en place d’un nouveau membre d’équipe sans expérience. Un outil ayant un bon score requiert peu voire aucun support pour la prise en main.

Service Client (10 % de la note finale)

Nous évaluons s’il est rapide et facile d’obtenir de l’aide ou de dépanner par téléphone, chat en direct ou base de connaissances. Les outils et entreprises offrant une assistance en temps réel obtiennent le meilleur score, tandis que les chatbots sont moins bien notés.

Avis Clients (10 % de la note finale)

Au-delà de nos propres tests et évaluations, nous prenons en compte le net promoter score fourni par les clients actuels et passés. Nous vérifions leur probabilité de recommander l’outil et d’en refaire le choix pour ses fonctionnalités principales. Un logiciel bien noté se traduit par un net promoter score élevé.

Rapport Qualité/Prix (10 % de la note finale)

Enfin, en tenant compte de tous les autres critères, nous comparons le prix moyen des plans d’entrée de gamme avec les fonctionnalités principales, et le rapport de valeur avec les autres critères d’évaluation. Les logiciels offrant plus pour moins obtiennent la meilleure note.

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.