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Smartsheet

0 user reviews Verified

Smartsheet is an AI-enabled project management platform that automates workflows, supports no-code app building, and integrates with Microsoft Teams and Google Workspace for enterprise teams.

Pricing Model
freemium
Skill Level
All Levels
Best For
EnterpriseHealthcareMarketing AgenciesNon-profit
Use Cases
Workflow AutomationProject TrackingTeam CollaborationNo-Code App Building
Visit Site
4.5/5
Overall Score
5+
Features
1
Pricing Plans
0
User Reviews
Updated 11 Jun 2026
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What is Smartsheet?

Smartsheet is an AI-enabled project management and workflow automation platform that combines a spreadsheet-familiar interface with enterprise-grade automation, no-code application building, and deep integration with tools like Microsoft Teams, Google Workspace, and Salesforce. Enterprise project teams use it to manage cross-functional workflows, resource allocation, and portfolio-level reporting from a single platform. Smartsheet's primary advantage for large organizations is its automation engine, which builds conditional workflow rules without requiring developer involvement. A healthcare provider can configure patient care coordination workflows where task completion automatically triggers the next step, notifies the responsible party via Teams, and logs the status change in a connected Salesforce record — all from Smartsheet's no-code rule builder. Smartsheet is not the most efficient choice for small teams running simple task lists or individual project tracking. Its value compounds with organizational complexity — the platform is designed for multi-department workflows, cross-project dependencies, and executive-level dashboard reporting. Teams of under ten people managing linear projects without cross-team dependencies will find lighter tools like Notion or Trello deliver comparable outcomes at lower cost and onboarding complexity.

Smartsheet is an AI-enabled project management platform that automates workflows, supports no-code app building, and integrates with Microsoft Teams and Google Workspace for enterprise teams.

Smartsheet is widely used by professionals, developers, marketers, and creators to enhance their daily work and improve efficiency.

Key Features

1
Automation
Smartsheet's workflow automation engine triggers actions based on defined conditions — date changes, field value updates, row additions, or approval decisions — without requiring custom code. Automated notifications route via email or Microsoft Teams, and multi-step workflows chain logic across dependent processes.
2
Team Collaboration
Shared sheet views, real-time co-editing, and update request workflows allow cross-functional teams to work from a single source of truth without creating file duplication or version conflicts. External stakeholders access shared views without requiring a full Smartsheet account license.
3
Dashboards and Reporting
Customizable dashboards aggregate data from multiple sheets and projects into visual performance summaries using charts, metrics, and rich text widgets. Portfolio-level report builders consolidate status across all active projects, giving leadership visibility into cross-project resource utilization and milestone progress simultaneously.
4
Integration Capabilities
Smartsheet integrates natively with Microsoft Teams, Google Workspace, Salesforce, Jira, and Slack, enabling bidirectional data flow between project management activity and the tools where work execution actually happens. API access supports custom integration development for enterprise systems outside the native connector library.
5
No Code Work Apps
The WorkApps builder packages Smartsheet data into custom-branded web applications accessible to stakeholders who need project data visibility without navigating the full Smartsheet interface. No-code configuration means operations teams build intake forms, project portals, and approval workflows without developer resources.

Detailed Ratings

⭐ 4.5/5 Overall
Accuracy and Reliability
4.5
Ease of Use
4.2
Functionality and Features
4.8
Performance and Speed
4.6
Customization and Flexibility
4.7
Data Privacy and Security
4.9
Support and Resources
4.3
Cost-Efficiency
4.0
Integration Capabilities
4.5

Pros & Cons

✓ Pros (4)
Enhanced Productivity Smartsheet's automation engine eliminates manual status updates, approval routing, and notification management from project workflows. Teams report significant reductions in time spent on administrative coordination once conditional automation rules are configured for their recurring workflow patterns.
Scalability Smartsheet's architecture scales from single-department project tracking to enterprise portfolio management without requiring platform migration as organizational complexity grows. The same workspace structure supports a five-person marketing team and a global operations program simultaneously.
User-Friendly Interface Despite its enterprise feature depth, Smartsheet's grid interface follows the row-column conventions of a spreadsheet, reducing the learning curve for users transitioning from Excel-based project tracking. Most core project management tasks are accessible within the first session without formal training.
Strong Security Measures Smartsheet holds ISO 27001 certification and SOC 2 Type II compliance, with enterprise plans offering single sign-on via SAML 2.0, admin-controlled user provisioning, and data residency options. These certifications support adoption in regulated industries including healthcare and financial services.
✕ Cons (3)
Learning Curve Configuring multi-step automation rules, cross-sheet formulas, and portfolio-level reporting dashboards requires time investment that newer users without prior project management platform experience should expect before the platform operates at full configured efficiency for their specific workflow.
Cost Implication Smartsheet's per-user pricing model reaches significant monthly spend for teams with more than fifteen to twenty users, making it a challenging budget decision for non-profit organizations and early-stage companies that need enterprise-grade workflow features without enterprise-level budgets.
Heavy Reliance on Internet All project data, automation execution, and reporting operates through Smartsheet's cloud infrastructure. Organizations in locations with inconsistent internet connectivity face direct workflow disruption, as there is no offline work mode or local sync capability for active project sheets.

Who Uses Smartsheet?

Enterprise-Level Companies
Large organizations use Smartsheet to manage cross-departmental project portfolios with consistent governance, standardized reporting, and audit-ready workflow documentation that supports compliance and executive visibility requirements across multiple concurrent programs.
Marketing Agencies
Agency operations teams run campaign management, client approval workflows, and resource scheduling through Smartsheet, using shared views to maintain client-facing project visibility without granting full platform access to external stakeholders.
Nonprofits
Non-profit program teams coordinate volunteer scheduling, fundraising campaign milestones, and grant reporting workflows through Smartsheet's automation engine, reducing the administrative overhead that diverts staff time from program delivery activities.
Educational Institutions
University administrative departments use Smartsheet for enrollment management, facilities scheduling, and academic project coordination, using the no-code app builder to create staff-facing intake forms and status dashboards without IT development resources.
Uncommon Use Cases
Event planning companies use Smartsheet to manage multi-vendor coordination timelines, using automated status update requests to collect progress confirmations from catering, AV, and venue teams simultaneously rather than managing individual email threads. Healthcare providers build patient care coordination workflows in Smartsheet, using the automation engine to route care tasks and approval steps between clinical departments without custom EMR development.

Smartsheet vs Luna vs Shipixen vs WhatDo

Detailed side-by-side comparison of Smartsheet with Luna, Shipixen, WhatDo — pricing, features, pros & cons, and expert verdict.

Compare
Smartsheet
Freemium
Visit ↗
Luna
Freemium
Visit ↗
Shipixen
Paid
Visit ↗
WhatDo
Free
Visit ↗
💰Pricing
FreemiumFreemiumPaidFree
Rating
🆓Free Trial
Key Features
  • Automation
  • Team Collaboration
  • Dashboards and Reporting
  • Integration Capabilities
  • Database Access
  • AI-Powered Messaging
  • Task Management
  • Multichannel Outreach
  • AI Content Generation
  • SEO Optimization
  • Comprehensive Templates
  • One-Click Deployment
  • Comprehensive Destination Coverage
  • AI-Powered Itinerary Planning
  • Real-Time Booking
  • Interactive Travel Guides
👍Pros
Smartsheet's automation engine eliminates manual status
Smartsheet's architecture scales from single-department
Despite its enterprise feature depth, Smartsheet's grid
Automating lead discovery, AI message drafting, and fol
Luna's pricing replaces the cost of separate data enric
AI-personalized emails referencing contact-specific dat
Generating a complete Next.js codebase with branding, S
Shipixen operates on a one-time purchase model with no
Brand input fields, theme selection, and one-click depl
Consolidating destination research, itinerary generatio
WhatDo's integration with multiple travel services posi
40,000+ destination coverage means WhatDo has useful co
👎Cons
Configuring multi-step automation rules, cross-sheet fo
Smartsheet's per-user pricing model reaches significant
All project data, automation execution, and reporting o
Sales reps new to AI-assisted outreach often spend the
While Luna supports LinkedIn and calling, the platform'
The free tier provides access to core features at low v
Developers unfamiliar with Next.js, MDX, or Tailwind CS
Payment processing via Stripe, LemonSqueezy, or Paddle
Shipixen's desktop application runs on macOS and Window
Real-time booking integration, AI itinerary generation,
For travelers visiting a destination with very limited
WhatDo's full feature set — preference calibration, iti
🎯Best For
Enterprise-Level CompaniesSmall and Medium EnterprisesE-commerce BusinessesSolo Travelers
🏆Verdict
For enterprise project operations teams managing cross-depar…
Compared to manual cold outreach workflows, Luna reduces pro…
For startup founders and freelance developers building Next.…
Compared to manually coordinating itinerary planning across …
🔗Try It
Visit Smartsheet ↗Visit Luna ↗Visit Shipixen ↗Visit WhatDo ↗
🏆
Our Pick
Smartsheet
For enterprise project operations teams managing cross-departmental workflows with Salesforce and Microsoft Teams alread
Try Smartsheet Free ↗

Smartsheet vs Luna vs Shipixen vs WhatDo — Which is Better in 2026?

Choosing between Smartsheet, Luna, Shipixen, WhatDo can be difficult. We compared these tools side-by-side on pricing, features, ease of use, and real user feedback.

Smartsheet vs Luna

Smartsheet — Smartsheet is an AI Tool built for enterprise and mid-market teams managing complex, multi-stakeholder workflows across departments. Its automation engine, no-c

Luna — Luna is an AI Tool that combines a 275 million contact database with AI-generated personalized messaging and multichannel outreach capabilities across email, Li

  • Smartsheet: Best for Enterprise-Level Companies, Marketing Agencies, Nonprofits, Educational Institutions, Uncommon Use C
  • Luna: Best for Small and Medium Enterprises, Startups, Sales Professionals, Marketing Agencies, Uncommon Use Cases

Smartsheet vs Shipixen

Smartsheet — Smartsheet is an AI Tool built for enterprise and mid-market teams managing complex, multi-stakeholder workflows across departments. Its automation engine, no-c

Shipixen — Shipixen is an AI Tool that eliminates the boilerplate tax on Next.js SaaS development — the repetitive scaffold setup that delays every new project regardless

  • Smartsheet: Best for Enterprise-Level Companies, Marketing Agencies, Nonprofits, Educational Institutions, Uncommon Use C
  • Shipixen: Best for E-commerce Businesses, Digital Marketing Agencies, Startup Founders, Freelance Developers, Uncommon

Smartsheet vs WhatDo

Smartsheet — Smartsheet is an AI Tool built for enterprise and mid-market teams managing complex, multi-stakeholder workflows across departments. Its automation engine, no-c

WhatDo — WhatDo is an AI Tool that integrates destination discovery, personalized itinerary planning, and real-time booking across flights, accommodations, and activitie

  • Smartsheet: Best for Enterprise-Level Companies, Marketing Agencies, Nonprofits, Educational Institutions, Uncommon Use C
  • WhatDo: Best for Solo Travelers, Adventure Seekers, Cultural Enthusiasts, Food Lovers, Uncommon Use Cases

Final Verdict

For enterprise project operations teams managing cross-departmental workflows with Salesforce and Microsoft Teams already in the stack, Smartsheet delivers measurable reductions in manual status update cycles and cross-team coordination overhead. The primary limitation is cost: its per-user pricing model becomes significant for large organizations, and smaller teams will find the platform's depth creates more configuration overhead than their project complexity justifies.

FAQs

3 questions
Does Smartsheet integrate with Microsoft Teams and Google Workspace?
Smartsheet integrates natively with both Microsoft Teams and Google Workspace. The Teams integration surfaces Smartsheet notifications, sheet updates, and approval requests directly in Teams channels. Google Workspace integration supports Drive file attachment, Google Sheets import, and Gmail-triggered automation rules, maintaining data flow between project management and productivity suite activity.
How does Smartsheet handle data security for enterprise use?
Smartsheet holds ISO 27001 certification and SOC 2 Type II compliance, with enterprise plans supporting SAML 2.0 single sign-on, admin-controlled user provisioning, and configurable data residency. These certifications make it an appropriate choice for regulated industries including healthcare and financial services requiring documented security controls for project data environments.
Is Smartsheet suitable for small teams with simple project needs?
Smartsheet's value compounds with organizational complexity — it is built for multi-department workflows, cross-project dependencies, and portfolio reporting rather than simple linear task tracking. Teams of under ten people managing straightforward projects without cross-functional coordination requirements will typically find lighter tools like Notion or Trello more efficient and cost-effective for their actual workflow complexity.

Expert Verdict

Expert Verdict
For enterprise project operations teams managing cross-departmental workflows with Salesforce and Microsoft Teams already in the stack, Smartsheet delivers measurable reductions in manual status update cycles and cross-team coordination overhead. The primary limitation is cost: its per-user pricing model becomes significant for large organizations, and smaller teams will find the platform's depth creates more configuration overhead than their project complexity justifies.

Summary

Smartsheet is an AI Tool built for enterprise and mid-market teams managing complex, multi-stakeholder workflows across departments. Its automation engine, no-code app builder, and Microsoft Teams and Google Workspace integrations make it a strong operational backbone for organizations that have outgrown spreadsheet-based project tracking. Security certifications including ISO 27001 and SOC 2 Type II compliance position it as an appropriate choice for regulated industries.

It is suitable for beginners as well as professionals who want to streamline their workflow and save time using advanced AI capabilities.

User Reviews

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