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Smartsheet vs Dynamics 365 Comparison

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Overview

Category Leaders

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over...

Category Leaders

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

9

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

3.3K

5

4

3

2

1

1.9K

1.1K

214

31

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.4

5.7K

5

4

3

2

1

2.9K

2K

547

93

32

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

It's been great having so many templates to choose from and customize. Awesome that it can be integrated with MS Teams.
I love the ease to customize your sheet for whatever you need and however you like it. Love being able to switch around columns and sort rows so quickly too.
The project being web-based helps to share information with other members of the team. The ability to export to various formats, as well as get team updates is a huge benefit.

Pros

The planning and financial organization helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.
Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
I like this software because it is affordable and and adds a lot of value to my money which is why I love it.

Cons

I then took the Smartsheet training to be certified and that opened my eyes to the power of the tool (and also to the fact that the sheets I hated were users in our company using it very, very WRONG).
The only complaint that I have is that if the spreadsheet is very large, the page can be slightly laggy.
Some features seem to be missing or limited features available.

Cons

Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.
Having trouble with acrobat pdfs and converting them in excel or words documents. Secondly trouble creating email groups and then editing email groups.
Getting error some time so it's take some time to remove the error.
  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features214
  • API
  • Access Controls/Permissions
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Planning
  • Activity Tracking
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Analytics
  • Approval Process Control
  • Approval Workflow
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Availability Management
  • Backlog Management
  • Bank Reconciliation
  • Bar Chart
  • Bed Management
  • Bid Management
  • Billing & Invoicing
  • Brainstorming
  • Brand Management
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Calibration Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Capacity Management
  • Cash Management
  • Change Management
  • Change Order Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Commercial
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Conversion Tracking
  • Cost Estimating
  • Cost-to-Completion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • 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
  • Dispatch Management
  • Display Ad Management
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • EMR/EHR
  • Electronic Data Capture
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Employee Management
  • Employee Scheduling
  • Equipment Tracking
  • Event Calendar
  • Expense Management
  • Expense Tracking
  • Feedback Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Call Centers
  • For IT Project Management
  • For Insurance Industry
  • For Medical Purposes
  • For Real Estate
  • For Residential
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Functions/Calculations
  • Fund Management
  • Gantt/Timeline View
  • General Ledger
  • Goal Setting/Tracking
  • HIPAA Compliant
  • HR Management
  • Idea Collection
  • Idea Management
  • Incident Reporting
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Issue Management
  • Issue Tracking
  • Job Scheduling
  • KPI Monitoring
  • Kanban Board
  • Key & Lock Management
  • Knowledge Base Management
  • Knowledge Management
  • Lab Information Management
  • Labor Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Calendar
  • Marketing Reports
  • Markup Tools
  • Media Planning
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Dashboards
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-board
  • Multiple Projects
  • Negative Feedback Management
  • Online Invoicing
  • Patient Management
  • Patient Records Management
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Permit Management
  • Physician Management
  • Pipeline Management
  • Point of Sale (POS)
  • Policy Management
  • Portfolio Management
  • Preventive Maintenance
  • Prioritization
  • Private Dashboards
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Lifecycle Management
  • Product Roadmapping
  • Profit/Loss Statement
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Prospecting Tools
  • Public Dashboards
  • Purchase Order Management
  • Quotes/Estimates
  • RFI & Submittals
  • ROI Tracking
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Updates
  • Recurring Tasks
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Management
  • Requirements Management
  • Requisition Management
  • Rescheduling
  • Resource Management
  • Resource Scheduling
  • Retrospectives Management
  • Risk Management
  • Roadmapping
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled/Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Single Page View
  • Single Sign On
  • Skills Tracking
  • Spend Management
  • Spreadsheet View
  • Sprint Planning
  • Staff Calendar
  • Status Tracking
  • Strategic Planning
  • Sub-Task Management
  • Subcontractor Management
  • Subcontractor Monitoring
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Supports Scrum
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Technician Management
  • Template Management
  • Templates
  • Testing/QA Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • To-Do List
  • Traditional Methodologies
  • Training Management
  • Transaction Management
  • Trend Analysis
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Visual Workflow Management
  • Visualization
  • Warehouse Management
  • Web Forms
  • Widgets
  • Work Order Management
  • Workflow Configuration
  • Workflow Management
  • Total features117
  • API
  • Access Controls/Permissions
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Planning
  • Activity Tracking
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Analytics
  • Approval Process Control
  • Approval Workflow
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Availability Management
  • Backlog Management
  • Bank Reconciliation
  • Bar Chart
  • Bed Management
  • Bid Management
  • Billing & Invoicing
  • Brainstorming
  • Brand Management
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Calibration Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Capacity Management
  • Cash Management
  • Change Management
  • Change Order Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Commercial
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Contractor Management
  • Conversion Tracking
  • Cost Estimating
  • Cost-to-Completion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • 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
  • Dispatch Management
  • Display Ad Management
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • EMR/EHR
  • Electronic Data Capture
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Employee Management
  • Employee Scheduling
  • Equipment Tracking
  • Event Calendar
  • Expense Management
  • Expense Tracking
  • Feedback Management
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Call Centers
  • For IT Project Management
  • For Insurance Industry
  • For Medical Purposes
  • For Real Estate
  • For Residential
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Functions/Calculations
  • Fund Management
  • Gantt/Timeline View
  • General Ledger
  • Goal Setting/Tracking
  • HIPAA Compliant
  • HR Management
  • Idea Collection
  • Idea Management
  • Incident Reporting
  • Income & Balance Sheet
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Issue Management
  • Issue Tracking
  • Job Scheduling
  • KPI Monitoring
  • Kanban Board
  • Key & Lock Management
  • Knowledge Base Management
  • Knowledge Management
  • Lab Information Management
  • Labor Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Maintenance Scheduling
  • Marketing Automation
  • Marketing Calendar
  • Marketing Reports
  • Markup Tools
  • Media Planning
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Dashboards
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-board
  • Multiple Projects
  • Negative Feedback Management
  • Online Invoicing
  • Patient Management
  • Patient Records Management
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Permit Management
  • Physician Management
  • Pipeline Management
  • Point of Sale (POS)
  • Policy Management
  • Portfolio Management
  • Preventive Maintenance
  • Prioritization
  • Private Dashboards
  • Process Change Tracking
  • Process Modeling & Designing
  • Product Lifecycle Management
  • Product Roadmapping
  • Profit/Loss Statement
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Prospecting Tools
  • Public Dashboards
  • Purchase Order Management
  • Quotes/Estimates
  • RFI & Submittals
  • ROI Tracking
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Updates
  • Recurring Tasks
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Management
  • Requirements Management
  • Requisition Management
  • Rescheduling
  • Resource Management
  • Resource Scheduling
  • Retrospectives Management
  • Risk Management
  • Roadmapping
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled/Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Single Page View
  • Single Sign On
  • Skills Tracking
  • Spend Management
  • Spreadsheet View
  • Sprint Planning
  • Staff Calendar
  • Status Tracking
  • Strategic Planning
  • Sub-Task Management
  • Subcontractor Management
  • Subcontractor Monitoring
  • Supplier Management
  • Supply Chain Management
  • Support Ticket Management
  • Supports Scrum
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Technician Management
  • Template Management
  • Templates
  • Testing/QA Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • To-Do List
  • Traditional Methodologies
  • Training Management
  • Transaction Management
  • Trend Analysis
  • Vendor Management
  • Version Control
  • Visual Analytics
  • Visual Workflow Management
  • Visualization
  • Warehouse Management
  • Web Forms
  • Widgets
  • Work Order Management
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations177
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • Gmail
  • Google Calendar
  • Google Drive
  • HubSpot CRM
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online Advanced
  • Slack
  • Trello
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations324
  • Asana
  • Basecamp
  • Dropbox Business
  • GitHub
  • GitLab
  • Gmail
  • Google Calendar
  • Google Drive
  • HubSpot CRM
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online Advanced
  • Slack
  • Trello
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

SB
AvatarImg

Steven B.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Smartsheet logo

Smartsheet

Accountants review

Reviewed 4 years ago

Accounting Process Management

Pros

Sharing information with team members and clients

Cons

Integration with Office 365 could be enhanced

AvatarImg
AvatarImg

Brett S.

Computer Software, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Smartsheet logo

Smartsheet

A nice alternative

Reviewed 5 years ago

Overall, it is exactly what I wanted and it is cheaper than Microsoft Project.

Pros

It basically does everything that Microsoft Project does but it is significantly cheaper. It also has helpful visual dynamics that you give you a brief overview of how each project is doing.

Cons

They license per-user which can become tedious when you have various people coming in and out of various projects.

ZK
AvatarImg

Zachary K.

Retail, 1,001-5,000 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Smartsheet logo

Smartsheet

Improves on many fields Excel struggles in

Reviewed a year ago
Pros

The collaboration features and reminders make this an incredible tool for collaborative sheets. Inviting people to edit certain cells means that you can manage a project without having to worry about unwanted changes.

Cons

Smartsheet doesn't integrate well with Office 365 or Google Workspace, making it very difficult to make the switch from the included software suite.

NW
AvatarImg

Nsogbu W.

Farming, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Smartsheet logo

Smartsheet

Smartsheet Survey by Wadike

Reviewed 4 months ago

Tracking, planning and managing projects & tasks are the main benefits that I relish from Smartsheet.

Pros

With Smartsheet, I am able to create and assign tasks automatically. Tracking time and expenses on projects is also at breeze for 24/7/365.

Cons

Smartsheet has proven to be a real-game changer since it has zero errors at the moment.

AvatarImg
AvatarImg

Keli C.

Events Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Smartsheet logo

Smartsheet

making your work lighter and more dynamic

Reviewed a year ago
Pros

For now I'm on the free trial but I've already been very pleased with what it offers and I can log in with my Microsoft 365 which makes my life a lot easier

Cons

good I'm still testing more until now everything is very excellent very simple and practical in the paid versions I believe it will be much better for sure

CR
AvatarImg

Cassie R.

Electrical/Electronic Manufacturing, 1,001-5,000 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Smartsheet logo

Smartsheet

A lot of great features for an online spreadsheet program

Reviewed 6 years ago
Pros

I really like how straight forward the interface and navigation is with smartsheet. The support articles and forums are really helpful in getting new users acclimated to the smartsheet environment.

Cons

I find that the cost is a bit high given the fact that there are limitations to the program. I can get an Office 365 subscription with Excel for cheaper than their monthly individual user pricing.

PG
AvatarImg

Paula G.

Motion Pictures and Film, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Smartsheet logo

Smartsheet

Small Business gets a workhorse for a pony budget with Smartsheet

Reviewed 5 years ago

For small business, affordable and versatile software that allows a team running in ten directions at once to stay on the same sheet of music and not miss a beat is an invaluable resource.

Pros

We are a video production company. Our small business needed software that could manage numbers, tasks and information in an affordable, user-friendly, sharable format. We get the muscle of spreadsheets with broad functionality for our office manager, multifaceted task management versatility of visually-rich Gantt charts for our producers, real-time multi-user file sharing, and the ability to access our projects and information remotely on location via our smartphones. We can create forms to amass customer information at trade shows; share files or sections of documents with clients; add photos, links, and conversations to ongoing tasks; and set important files up to be automatically backed up. Smartsheet is the busy creative team's dream!

Cons

On the very rare occasion that there is a server issue and the software is down, we whine like petulant children. We have come to rely on Smartsheet as it puts everything at our fingertips 24/7/365. We are spoiled and we know it!

BM
AvatarImg

Brian M.

1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Smartsheet logo

Smartsheet

Project Planning Made Easy

Reviewed 7 years ago

Smartsheet is a conceptually great service competing head to head with Microsoft Project 365. I believe annual contracts for the service should be available at a much reduced rate. In our business environment every penny counts, and recurring expenses are the nemesis of budgeting.

Pros

Feature rich product in an easy to use the frame. Subscription services for software are a very effective way to get tools into the hands of businesses quickly.

Cons

Cost

AS
AvatarImg

Alyssa S.

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Smartsheet logo

Smartsheet

Easy to use work management tool

Reviewed 7 years ago
Pros

- Easy to track work tasks, the time it takes to complete them and the ability to collaborate with team members -Streamlined tool, easy to use right away and see an immediate impact -Add ons for Office 365 which makes sending emails to a work task steamlined

Cons

At times it could be more robust with some of its offerings, but in contrast the straightforward ability to use this work management tool is a welcomed attribute. Programs can become too complex that users aren't willing to spend 4 hours just learning how to use them. SmartSheet is a great tool that can be used by anyone.

AvatarImg

Verified reviewer

Computer Software, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Smartsheet logo

Smartsheet

doesn't differentiate enough over other sheet

Reviewed 6 years ago

Did not find Smartsheet to differentiate enough.

Pros

Initially the collaboration features were a draw. Being able to request updates from other team members was helpful. There are some additional features beyond standard Excel / Google sheets, such as reporting and visualizations such as gantt charts.

Cons

Unfortunately most of the time we were using functionality that was already present in Excel / Google. Once Office 365 came around, there really wasn't a lot of justification for continuing to us Smartsheet. There are some diehards in the company that swear by it, however for my use case, it wasn't as meaningful.

AvatarImg

Verified reviewer

Information Technology and Services, 501-1,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Smartsheet logo

Smartsheet

Fantastic Product for Project Management

Reviewed 5 years ago

Overall this is a great product to keep our Implementation team on track with our goals. We're able to create multiple sheets and link them to each other. I love being able to more visually see where our team is at and export all of this info to our Office 365 products.

Pros

-Extremely flexible tool for Project Management -Doesn't seem to be a limit to what you can use it for -Allows individuals and teams to work on projects together - keeping everyone up to date -Integrates well with Office 365 -Permissions are very flexible - able to give different users different access to view/edit

Cons

-Can't format in cell -Notifications seem to be delayed -Attachments aren't easily visible in the sheet

TM
AvatarImg

Tim M.

Electrical/Electronic Manufacturing, 1,001-5,000 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Smartsheet logo

Smartsheet

Don’t fall for it

Reviewed 6 years ago
Pros

None that I know of. We didn’t end up using the software after all the demo because they were not well suited for our needs.

Cons

Heavy on the sales side. The smart sheet team had convinced my marketing team this was a replacement for MS project. I had to save them from making this decision as it’s not even close. Lacking in security and integration with office 365. Data can not be extracted making it difficult to get out of once started.

JD
AvatarImg

James D.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smartsheet

Love the mobile app, hate the maintenance.

Reviewed 5 years ago

We’ve used the collaboration aspect of this program so often that it becomes second nature, especially when out in the field. The mobile app is used almost more than the desktop because we’re often on the go. The maintenance has caused a few issues in the past, but we’ve learned to work around them.

Pros

We love the mobile app! It has come in handy so often. The ability to assign tasks to different individuals works well for us so that we can see when that task is completed. The fact that it integrates with Office 365 allows us to sync reminders and documents and share them with other members of the team working on the same project.

Cons

The maintenance can be a pain, even though you are warned ahead of time. Still, we do a lot of our work on the weekends and have to schedule around the maintenance. It’s a little difficult because it can last several hours, but again, they let you know ahead of time. As another reviewer mentioned, an autosave option would be a helpful tool, especially with more than one person working on a project at the same time.

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David P.

Information Technology and Services, 51-200 employees

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Smartsheet

Cloud based project management

Reviewed 6 years ago

Simple project management that's cloud based and works on almost any device. There's a lot to like.

Pros

The fact it is cloud based and works well on mobile devices is a big plus. It offers a lot of functionality but is simple to use as is works a lot like spreadsheet software for the user. It also integrates with Office 365, to allow sharing of links and projects. There are alerts and conditional rules to help you manage your projects stages and progress.

Cons

The reporting is paid for only. Unfortunately it is also not worth the price. It lacks some of the capability of Excel and Project, but is not priced like those products. Customer service i good and there is clearly good development work going on, with new features coming out on a regular basis.

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Nick A.

Furniture, 11-50 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Smartsheet

A flexible tool only limited by your imagination and ability with formulae

Reviewed 3 years ago

Smartsheet has been transformational for our business. As a small bespoke kitchen manufacturer (21 staff) we have some industry specific software for design and quoting, but most out of the box ERP software doesn't fit. We don't have an IT department so anything we use needs to be robust, and my background in programming has enabled us to implement some nifty systems using Smartsheet, but without the hassle of actually writing and then maintaining our own programs. Excel just doesn't compare, and is not cloud native so just doesn't work so well even in Office 365. We genuinely cannot live without it.

Pros

Cloud based - available everywhere to everyone Flexibility - it's not only a project management tool, it can do most things that Excel can do, but often better. Specifically column formulae are a fantastic recent addition that enables sheets to become almost unbreakable

Cons

Nothing major. There are some minor gripes: - Slack integration doesn't allow tagging of individuals, and cannot allow a variable to determine which channel to send the message to - Cannot yet control heirarchy with formulae, I hope this function will come eventually

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Brett G.

Internet, 51-200 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Smartsheet

A solid product

Reviewed 4 years ago

I'm a convert. At first I saw minimal benefit over that of Google Sheets or Excel 365, but the line level document sharing and conversation feature are game changers. Instead of having one big general conversation in the workbook about any number of possible rows or cells, we can restrict documents and conversations to the items they actually to pertain to. The project tracking feature has also been invaluable. We can provide a quick summary to peers and supervisors without an email or chat as well as help us focus our efforts where they are most needed.

Pros

We are able to manage information sharing with various internal and external partners. For example, we use this with our external auditors and we have conversations about specific workbook submissions and can easily make them aware of updates and needed adjustments. We also use this internally to communicate across teams and departments. Finance shares selected information with users who generally would not be able to pull that information without them needing to ask for it or be pointed to it.

Cons

It is not always easy to find out how to do something or learn how to use formulas. It shares some similarities with Excel and Google Sheets in that regard, but differs enough to where instructions are sometimes needed. I also wish that tabs were an option in the workbooks. I know we can use filters instead, but sometimes a separate tab is the better option.

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Nathan R.

Public Policy, 11-50 employees

Used weekly for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Smartsheet

Project Management in the Cloud

Reviewed 6 years ago

It does help us track projects and the alerts we've set up help keep users aware of deadlines. So for that, Smartsheet works well. We've found a workaround for the one area we've paid extra for--the reporting--that is deficient. The biggest selling point is its approachability: anyone that is familiar with a spreadsheet application should be able to intuitively understand how SmartSheet basically works. That at least removes the biggest obstacle for a project management solution being ignored: the difficulty of use.

Pros

SmartSheet allows individuals and teams to work projects together, plotting milestones and critical paths, tracking tasks, creating alerts, and using gantt charts to quickly view how various team members are allocated and intersect. It does a good job of integrating with Office 365, allowing you to share links to files in OneDrive and to Skype within SmartSheet. The revamped interface makes it closer...

Cons

The reporting functionality we paid extra for is a joke. Instead, we've resorted to pulling data into Microsoft's Power BI to create reports and visualize data. And like many other Cloud-based services, there's a core product and then tiers of functionality that cost significantly more. Smartsheet is a capable product, but I'm frankly unsure it's cost is justified by its maturity. I've had the feeling I've been paying for what's coming, not for what's already there. But since we've invested in it, I guess we'll stay the course.

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Nathan S.

Computer Software, 1-10 employees

Used weekly for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Smartsheet

SmartSheet - A different approach to project management tools

Reviewed 5 years ago

Project management is a very important part of any Business operation and as such, its important to explore options. Smartsheet appeals to us because we have a strong background with Microsoft Excel and adopting it has been easy. Our goal is finding a project management solution that works for our teams and ensuring that they actually use it. While everyone has their personal preference, SmartSheet was a better fit as a lot of our teams already use Excel extensively.

Pros

SmartSheet is a good project management tool that has an interface similar to Excel. Pros: 1. Multiple Project Views - Project managers will appreciate the multiple viewing options such as Gannt and Kanban, standard spreadsheet and even a calendar view. Many options for different managers. 2. If Spreadsheets are your thing, SmartSheet is worth a try - If you and your team use spreadsheets a lot,...

Cons

There is not a lot to gripe about SmartSheets other than on occasion, the app can lag or suffer an error and finding what error it is and how to fix it can be a little frustrating. There is a limitation with exporting reports. If you want to display data in a visual way, you may need to manually extract the data and then add it into another application. If the reports feature could be improved and maybe export in a usable format it would be a solid winner.