Smartsheet vs EngageBay CRM

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Compare Smartsheet and EngageBay CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Clockify

Clockify is a time tracking app that helps teams track work hours across projects. For unlimited users, project and client managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Asana

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Planning

Activity Tracking

Ad hoc Reporting

Agile Methodologies

Alerts/Notifications

Analytics

Approval Process Control

Approval Workflow

Asset Tracking

Assignment Management

Audit Trail

Availability Management

Backlog Management

Bar Chart

Bid Management

Billing & Invoicing

Brainstorming

Brand Management

Budgeting/Forecasting

Budget Management

Budget Tracking

Bug Tracking

Business Process Automation

Calendar Management

Calibration Management

Campaign Analytics

Campaign Management

Campaign Planning

Capacity Management

Change Management

Change Order Management

Channel Management

Charting

Client Management

Client Portal

Collaboration Tools

Color Codes/Icons

Commenting/Notes

Commercial

Communication Management

Compliance Tracking

Contact Database

Content Management

Contract/License Management

Contractor Management

Cost Estimating

Cost-to-Completion Tracking

Customizable Dashboard

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Connectors

Data Import/Export

Data Synchronization

Data Tabulation

Data Visualization

Deadline Management

Dependency Tracking

Digital Asset Management

Discussions/Forums

Display Ad Management

Document Management

Document Review

Document Storage

Drag & Drop

Due Date Tracking

Electronic Data Capture

Email Management

Email Reminders

Employee Management

EMR/EHR

Equipment Tracking

Event Calendar

Event Management

Expense Management

Expense Tracking

Feedback Management

File Management

File Sharing

File Transfer

Financial Management

Financial Reporting

For AEC Industry

For IT Project Management

Forms Automation

Forms Creation & Design

Forms Management

For Residential

Functions/Calculations

Gantt/Timeline View

Goal Setting/Tracking

HIPAA Compliant

HR Management

Reviews for Smartsheet come from a wide variety of industries, including information technology and services (8% of reviewers), computer software (6%), and construction (6%). The most frequent use case for Smartsheet cited by reviewers is project management (60% of reviewers).

Users and use cases

Some users say Smartsheet offers good value for money for small teams, and reviewers appreciate free collaborators and generous trials. However, some users report high costs for larger teams, and reviewers mention limited free options and expensive advanced features.

Value for money

The Smartsheet integrations most frequently cited by reviewers are: Microsoft Excel (a spreadsheet product rated 4.8 out of 5 for its integration with Smartsheet), Microsoft Outlook (an email management product, 4.7), and Tableau (a data visualization product, 4.7).

Integrations

Smartsheet is a project management solution with key features that include project planning and scheduling, task management, support for multiple projects, reporting and project tracking, collaboration tools, and more.

Open Source

Smartsheet

Web-based

Android

iPad

iPhone

Business

Enterprise

Advanced Work Management

Sales Representative

With the help of this software, it is possible to track the process of production of new miniatures and to easily collaborate on projects with freelance sculptors and casting contractors.

Using Smartsheet, I am tracking all of my sales pipeline and custom commissions, which is made possible thanks to the flexible and spreadsheet-oriented interface provided by it.

Office Manager Project Assistant

With other construction project management software, what you pay for one year of Smartsheet will get you maybe a week for those other platforms. If you wanted to use just the basic sheets or take advantage of their feature rich workspaces and templates, you can use Smartsheet to track projects, office operations and costs, and as a document center (we use it to track our subcontractors certificates of insurance expirations dates), Smartsheet is definitely invaluable to us as a central project and operations management system that we can all access anywhere.

IT Project Manager

About 6 months later things started to break, we assumed it was due to user error but ran traces and cell change histories but could find no end user or admin activity that would explain the corruption in the financial data, project status and time in status data, portfolio reporting, and filters that were built for us.

Co-Founder and Chief Executive Officer

I use smartsheet every day to keep track of our progress on my project, assign tasks and put my finger on what’s going right and where we’ve got some drag, more than I have to sort through a big pile of email.

We use it to manage construction jobs and track job costs and documents all in one place.   And the platform could not be more affordable!  

Academic Programs Coordinator

Being an Academic Programs Coordinator, I rely on Smartsheet to organize time, follow program progress, and coordinate the activities of instructors and administrative personnel.

Information Technology Audit

Allows proper and clean organization of tasks, can be customized to specific needs of the project and allows monitoring of tasks to allow timely view of tasks that are behind schedule.

Marketing Coordinator

Template customization helps me standardize various processes, including event coordination, workflows, client appointments, and campaign performance.

Land Acquisition Admin

I have found a way to do almost everything I want with the program, even if it takes a few helper columns and a couple reports to get everything just right on the final dashboard. But having forms and summary reports available for everyone at one click is an absolute gamechanger!

HR Director

The ability to list your task with due dates and be able to check them off as you have completed the task

I enjoy the way it provides a structure and visibility to the complex workflows and at the same time seems to be flexible enough to make adjustments every day.

Research Scientist

Essentially they inferred that a lack of action by the user infers consent, and used this to try to force my company into an additional contract year, in addition to trying to increase the paid members count and "upgrading" our package, resulting in an extra 4K of costs.

Country HSE manager

When using tool in different geographies entries could come within some time, it is important to save your entries in first place, or it is better to use it in timely manner.

Owner

You can attach files and leave comments directly on a specific row/task, keeping all context in one place.

Having the position of the Sales Representative, I have to ensure maximum productivity in spite of all the pending orders and production deadlines.

IT Manager

The workflows feature is nice also, helps with alerting the team of certain points in project without overloading them with info that doesn't necessarily pertain to their role.

Not understanding who and how our instance is accessed and what changes were made is not ok and leading our team to look for replacements before our next contract renewal.

Psychologist

The AI interface to add quickly to dashboards makes it a breeze to populate summaries on the spot.

Software Developer

Have to mention the high personalization and the ability to create different styles of plans for different purposes.

Finally, the thing that really leads me to not recommend the platform is the lack of transparent audit trails for Smartsheet employees in the instance.

Finance Director

Smartsheet is a good tool for organising projects and tracking the progress of different initiatives.

Payroll and Billing

Anytime I need to notify a coworker with a specific explanation, I can simply do so by mentioning the name in the notes and it will notify.

Smartsheet is a perfect place for small businesses to start with and to help them grow to the next level project management software.

I initially enjoyed it's ability to upload documents and create forms which made handling contractors and onboarding new hires easier.

Program Manager

I was able to create dozens of sheets that all rolled up to about 15 key sheets with a key project dashboard per project and a exec level reporting dashboards.

Partner

Yes it's free, yet it's like excel so you can keep creating columns but that gets in the way if you're trying to scale across the enterprise.

Sr. Project Manager

The ability to track a project, update timelimes based on missed deadlines, share with a customer and have a live document is so important for a successful project.

Senior Manager

It is great at handling complex projects and it is good at bridging the gap between spreadsheet and your ERP tool.

Research Project Support Coordinator

The feature of sharing sheets with team members, assigning responsibilities, and setting permissions ensured a synchronized understanding among all individuals and facilitated their effective contribution.

Financial Analyst

Its ability to work with traditional spreadsheet formats while also using it for more complex project management, like tracking timelines, budgets, and resources.

The pros are developping clear project plan, progress, and milestones along with being able to share them.

Design Engineer - Systems Integration Lead

Smartsheet is a great excel alternative with many different enhanced options such as project management tools/views, assigning users to rows/tasks, comments, automation, dashboards, etc.

Director, Digital Marketing Automation

I used to automate invoice approval, project intakes, and project management, and they have reduced resourcing and effort.

Support platform is now AI first, accuracy last. When opening a ticket, you are prompted to use AI to create the ticket.

Director

What I really enjoy is being able to customisable workflows, automation of tasks and real time tracking with collaborative features in a highly intuitive interface.

sales development

Smartsheet is like a supercharged spreadsheet designed for teamwork and project management, offering flexibility, collaboration tools, and automation to help teams work more efficiently.

This tool allowed us to organize tasks by categories and systematize them, automate many of them, and monitor execution by workers.

Senior Designer

I utilize their Gantt charts also to produce project timelines for clients - and in particular clients with whom I have multiple projects, and they can see them all in one place by creating a widget that shows all ongoing timelines in comparison.

Project Manager

I like most that you can share large amounts of data with large groups of people over a cloud based-service so there is no need to save files.

Senior Researcher

I like the customizable dashboards that smartsheet has which enable you to monitor and oversee your key metrics in one place.

Smartsheet keeps the raw data in one place, but does not help to analyze and make sense of it.

Smartsheet vs EngageBay CRM Comparison (2026)

Smartsheet

EngageBay CRM

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