Smartsheet Review: Pros, Cons, Features, and Pricing
Smartsheet is a cloud-based project management and financial management platform that combines spreadsheets, databases, and project management tools to enhance collaboration and workflow automation. It best serves project managers and operations teams in industries such as construction, IT, and marketing that need scalable project management solutions. Smartsheet simplifies complex tasks with real-time dashboards and automated workflows.
In this article, I'll cover Smartsheet's features, pros and cons, use cases, and pricing to help you decide whether it aligns with your operational goals.
Smartsheet Evaluation Summary
- From $9/user/month (billed annually)
- 30-day free trial + free demo available
Why Trust Our Software Reviews
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
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It offers integrated proofing and approval tools for team collaboration.
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You can automate workflows using spreadsheets and templates.
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It scales with any enterprise.
cons
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Its interface and workflows aren’t easy to use at first.
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Onboarding is non-existent when you first get your account.
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The outdated UI affects how easy it is to use.
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How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
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.
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.
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.
New Product Updates from Smartsheet
Smartsheet Adds Provisional Member Settings for User and Budget Control
Smartsheet is implementing a new feature allowing organizations enhanced control over users and budgets. System Administrators can set Provisional Member defaults to automatically transition to Viewer or Guest seats or auto-upgrade to paid Member seats after the trial period, improving budget predictability and management control. Here are the details of the update:
- Provisional Member Settings: Administrators can now define defaults that automatically downgrade free-trial users to Viewer or Guest seats.
- Automatic Upgrades: The choice to automatically elevate a trial user to a paid Member seat ensures smooth transitions and improved budget management.
Visit Smartsheet's official site for more details.
Timeline View Widget for Smartsheet Dashboards
Smartsheet has introduced a new timeline view widget for dashboards. This feature allows users to display project timelines alongside other dashboard metrics, enhancing project visualization and management. Users can select any sheet with at least one date column, provided they have Viewer or higher permissions, to utilize this widget. The timeline view aids in tracking project progress and deadlines by presenting timelines in an organized and visually appealing manner.
Contact Suggestions for Internal Users in Smartsheet Sharing Modals
Smartsheet has introduced a new feature that suggests sharing contacts based on frequent collaborators when inviting users to sheets or workspaces. This feature is designed to simplify the process of adding collaborators by automatically recommending contacts with whom users often work. The suggestions are limited to internal users on the same plan, and WorkApps are not included in this feature.
For more details, please visit Smartsheet's official release notes page here.
Smartsheet Specs
- API
- Batch Permissions & Access
- Budgeting
- Calendar Management
- Collaboration Support
- Contact Management
- Contact Sharing
- Customer Management
- Dashboard
- Dashboards
- Data Export
- Data Import
- Data Visualization
- Dependency Tracking
- Document Sharing
- Expense Tracking
- External Integrations
- File Sharing
- Gantt Charts
- Kanban Boards
- Multi-User
- Notifications
- Project Management
- Resource Management
- Scheduling
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
- Time Management
- Travel Management
- Workflow Management
