Smartsheet Review: Pros, Cons, Features and Pricing
Smartsheet excels in flexibility and collaboration, making it a strong choice for teams seeking versatile marketing workflow solutions.
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Smartsheet is a marketing workflow software built around a spreadsheet-style grid that marketing teams use to manage campaigns, content calendars, and multi-step approvals. It's worth a close look if your team juggles complex, multi-phase projects across multiple stakeholders. Compared to monday.com, Smartsheet gives you more control over formula-based logic, advanced reporting, and structured data—making it a stronger fit for teams who need more than visual boards and basic task tracking.
Smartsheet Evaluation Summary

4.4/5
- From $9/user/month (billed annually)
- 30-day free trial
Why Trust Our Software Recommendations
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Our team has been testing and reviewing software since 2012. As marketing leaders ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria.
Our reviews reflect our human editorial judgment, not a sales pitch.
Expert reviewers:
Gui DrusinaCreative Director- Shriya GhateSenior Marketing Lead
Amanda JacquesMarketing Ops Leader
Smartsheet Overview
In my opinion, Smartsheet is a solid choice for teams needing a flexible marketing workflow platform. Its spreadsheet-like interface offers powerful features, though it might feel outdated compared to more intuitive tools. Smartsheet excels in integrations and handling complex projects, making it great for project managers and marketing departments dealing with extensive data or requiring advanced reporting.
However, the onboarding process could be smoother, and its pricing might not suit smaller teams. If you're looking to compare, other tools might offer sleeker interfaces, but Smartsheet's functionality and scalability can be hard to match for those who value depth over aesthetics.
Pros
- You can manage complex projects with ease using its powerful project management tools.
- The spreadsheet-like interface makes it easy for your team to adopt.
- It offers extensive customization options for tailoring workflows to your needs.
Cons
- Your team might find the interface feels outdated compared to newer tools.
- The learning curve can be steep if you're new to project management software.
- It lacks some intuitive features found in other marketing workflow tools.
Is Smartsheet Right For Your Needs?
Who Would be a Good Fit for Smartsheet?
Smartsheet is great for marketing teams and project managers in industries like advertising and event planning. If your work involves managing large projects with many moving parts, Smartsheet's powerful project management tools and customization options help you stay organized and on track. Its spreadsheet-like interface is familiar and easy for your team to adopt, making it an excellent choice for teams that need detailed tracking and reporting.
- Marketing AgenciesSmartsheet helps your agency manage multiple client projects with its detailed task tracking and reporting features.
- Event PlanningYou can coordinate complex schedules and logistics easily with Smartsheet's customizable workflows and timelines.
- Construction ProjectsSmartsheet's project management tools allow you to track budgets, timelines, and tasks effectively in construction projects.
- Product DevelopmentYour team can manage product launches and track progress with Smartsheet's robust project planning features.
- Human ResourcesHR teams can benefit from Smartsheet's ability to track recruitment processes and employee onboarding efficiently.
- IT DepartmentsIT teams can use Smartsheet to manage projects and track IT infrastructure changes with its detailed task management capabilities.
Who Would be a Bad Fit for Smartsheet?
Smartsheet might not suit small businesses or startups with limited budgets and simple project management needs. If your team prefers visually appealing interfaces or needs intuitive, easy-to-learn software, Smartsheet's spreadsheet-like format could feel cumbersome. Creative teams seeking advanced design collaboration tools might also find it lacking. Its learning curve can deter teams looking for quick setup and immediate ease of use.
- Small StartupsSmartsheet’s extensive features might overwhelm small startups looking for simple solutions without a steep learning curve.
- Design AgenciesAgencies focusing on design might find Smartsheet lacking in visual tools for creative collaboration.
- Retail StoresRetail operations needing quick, day-to-day task handling might find Smartsheet’s functionality unnecessarily complex.
- Non-Tech Savvy TeamsTeams unfamiliar with project management software may struggle with Smartsheet’s interface and require simpler tools.
- FreelancersFreelancers needing basic task management might find Smartsheet's features excessive for their needs.
- Education InstitutionsEducational settings that require user-friendly interfaces may find Smartsheet’s layout less appealing for educators and students.
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
Task Management
You can easily create, assign, and track tasks, ensuring your team stays on top of deadlines. This feature helps you manage workloads and prioritize effectively.
Gantt Charts
Smartsheet's Gantt charts let you visualize project timelines and dependencies at a glance. They help you plan and adjust project schedules with ease.
Dashboards
With dashboards, you get a real-time overview of project status and metrics. They keep your team informed and aligned with project goals.
Automation
Automate repetitive tasks to save time and reduce errors in your workflows. This feature allows you to focus on more strategic activities.
Reporting
Generate detailed reports to analyze progress and performance across projects. This helps you make informed decisions based on data insights.
Collaboration Tools
Smartsheet's collaboration tools let your team communicate and share files within the platform. This feature enhances team coordination and reduces email overload.

Standout Features
Customizable Templates
Smartsheet offers a range of templates that you can tailor to fit your project needs. This flexibility allows you to quickly set up projects without starting from scratch.
Resource Management
Track and allocate resources effectively to ensure your team is balanced and productive. This feature helps you avoid overloading team members and maintain project efficiency.

Ease of Use
Smartsheet's ease of use can be a mixed bag for your team. The spreadsheet-like interface offers familiarity, but it can feel clunky compared to more modern tools. While its extensive features provide depth, new users might find the learning curve steep. Once you get past the initial setup, you’ll likely appreciate its powerful project management capabilities. However, if your team prefers intuitive and sleek interfaces, Smartsheet might not be the best fit.

Onboarding
Smartsheet's onboarding process might challenge your team initially, as it requires time to get accustomed to its features. While the platform provides tutorials and guides, some users feel these resources don’t fully ease the transition. The learning curve can delay your team’s time to value, especially if they’re new to project management tools. However, once you navigate the setup, the platform's capabilities can become a strong asset for your projects.

Customer Support
Smartsheet offers decent customer support, which can be a relief when you face issues. Users report that the support team is responsive and willing to help, though some feel the resolution times could improve. You’ll find a range of support channels, including email and phone, but advanced users might wish for more in-depth assistance. The availability of comprehensive online resources can also aid your team in troubleshooting common problems.

Integrations
Smartsheet integrates with Microsoft Teams, Slack, Adobe Creative Cloud, Power BI, Tableau, Salesforce, Jira, Power Automate, Zapier, and Google Workspace. Smartsheet also offers an API and connects with third-party integration tools to further extend its capabilities.

Value for Money
Smartsheet uses a tiered subscription model designed to scale with team size and feature needs. It offers a 30-day free trial, allowing teams to explore paid features before committing. While pricing increases with more advanced capabilities, many organizations find the Business and Enterprise plans worthwhile for their automation, reporting, and collaboration tools.
- Pro Plan: Starts at $9 per user/month (billed annually). Includes core project and task management features for individuals and small teams.
- Business Plan: Starts at $19 per user/month (billed annually). Adds unlimited automations, enhanced collaboration tools, advanced reporting, and workload tracking.
- Enterprise Plan: Custom pricing. Includes advanced security, enterprise-grade administration controls, integrations, and premium support.

New Product Updates from Smartsheet
Opens new windowSmartsheet Adds Non-Plan User Management in Admin Center
Smartsheet now lists non-plan users and users deactivated from the plan for more than 30 days in a dedicated Admin Center tab. System admins can manage those users directly from the same page. Highlights include:
- Non Plan Users Tab: View users who belong to the organization but are not currently on the plan.
- Deactivated User Visibility: See users who were deactivated from the plan more than 30 days ago.
- Add to Plan: Add eligible users to the plan directly from the page.
- Remove From Organization: Remove non-plan users from the organization without switching workflows.
- Centralized User Management: Manage these users from the Seat types and true-up page in Admin Center.
Visit Smartsheet’s official site for more details.
Smartsheet Gov Adds Login and IP Address Event Tracking
Smartsheet Gov Event Reporting has been enhanced to include sign-in activity details for government environments. Admins can now audit login and logout events and see associated IP addresses, improving security oversight and compliance workflows. Highlights include:
- Login Events: Track when users sign in to Smartsheet Gov.
- Logout Events: Record when users sign out.
- IP Address Tracking: Capture the IP address associated with reported sign-in activity.
- Audit Visibility: Review who signed in and where the activity originated.
- Commercial Parity: Brings Gov Event Reporting sign-in activity in line with Commercial.
Visit Smartsheet’s official site for more details.
Smartsheet Adds Column Duplication Without Data
Smartsheet has introduced a new option in table view to duplicate columns without bringing over any existing cell data. This helps teams standardize sheet structure faster while preserving the configuration and rules that make columns work as intended. Highlights include:
- Column Duplication: Duplicate configured columns without copying their cell data.
- Property Retention: Keep column type, formatting, validation, and descriptions.
- Dropdown and Contact Options: Preserve existing dropdown values and contact list settings.
- Color Chips: Carry over configured color chips to the duplicated column.
- Copy and Paste Support: Duplicate columns from the column menu or with standard keyboard shortcuts.
Visit Smartsheet’s official site for more details.
Smartsheet Introduces Custom Privacy Notices for Forms
Smartsheet introduces custom privacy notices in Admin Center that appear alongside Smartsheet’s notice on new and existing forms. This gives admins one place to manage organization-wide privacy messaging. Highlights include:
- Custom Privacy Notices: Lets admins add organization-specific privacy information to forms.
- Organization-Wide Setup: Applies the configured notice across all new and existing forms.
- Separate Notices: Displays the organization’s notice alongside Smartsheet’s own privacy notice.
- Admin Center Controls: Lets admins configure the notice once from a central location.
Visit Smartsheet’s official site for more details.
Smartsheet Brings Scenario Planning to Its MCP Server
Smartsheet brings Scenario Planning to its MCP server with tools for creating scenarios, checking allocation, comparing plans, and reassigning work. These capabilities make AI-assisted planning more accessible through Claude and Copilot. Highlights include:
- Scenario Creation: Lets users create scenario plans and individual scenarios through an AI assistant.
- Scenario Comparison: Provides high-level scenario data and comparison metrics.
- Resource Checks: Shows allocation and availability for the active plan.
- Bulk Reassignment: Lets users move tasks between resources in bulk.
- Plan Application: Applies revised scenarios back to the original sheet.
Visit Smartsheet’s official site for more details.
Smartsheet Introduces New Dashboard Charting Experience
Smartsheet introduces a new charting experience with AI-assisted creation, direct data sourcing, built-in aggregations, and live previews. These updates make dashboard chart creation faster and reduce manual data preparation. Highlights include:
- Build With AI: Creates charts from sheet data using a prompt.
- Direct Data Sourcing: Builds charts directly from a primary sheet or report.
- Built-In Aggregations: Supports Count, Sum, Average, Min, Max, and Median.
- Live Preview: Shows chart changes as users adjust the configuration.
- Chart Types: Supports bar, column, line, pie, donut, stacked, and grouped charts.
- Legacy Charts: Keeps existing charts available in Legacy mode.
Visit Smartsheet’s official site for more details.
Smartsheet Adds Smart Assist for Sheets on Mobile
Smartsheet has brought Smart Assist directly into sheets on the iOS and Android mobile apps. This gives teams AI-powered visibility and quicker communication from anywhere, helping users understand progress and act on work faster. Highlights include:
- AI Status Readouts: Summarizes completed, in-progress, at-risk, and blocked work directly from a sheet.
- Suggested Prompts: Helps surface assigned tasks, overdue items, summaries, and other sheet information.
- Drafted Updates: Lets users prepare updates for collaborators directly from the Smart Assist panel.
Visit Smartsheet’s official site for more details.
Opens new windowSmartsheet Adds Project Leads Sync for Workspace Access
Smartsheet adds Project Leads Sync to automatically manage workspace admin access when project leads are added or removed. This helps teams keep access permissions current without manually updating sharing settings across workspaces. Highlights include:
- Automatic Admin Access: Grants workspace admin access when a contact is added to the Project Leads column.
- Automatic Access Removal: Revokes admin access when a project lead is removed, helping keep permissions in sync with project ownership.
Visit Smartsheet’s official site for more details.
Smartsheet Expands Seat Management and Reporting
Smartsheet lets system admins check inactive users and available seats, then upgrade or downgrade users through supported MCP-compatible AI clients with confirmation. The Seat Type Report also adds details such as how users joined the plan, starting status, department, job title, and key true-up dates. Highlights include:
- AI Seat Management: Lets admins manage seats through supported MCP-compatible AI clients.
- Seat Availability Checks: Shows inactive users and available seats before making changes.
- User Upgrades and Downgrades: Supports seat changes with explicit confirmation.
- Expanded Seat Type Report: Adds user source, starting status, department, job title, and true-up details.
- Admin Auditing: Gives admins more context for billing reviews, seat audits, and user management.
Visit Smartsheet’s official site for more details.
Smartsheet Adds Scenario Plan Duplication
Smartsheet adds a duplicate option for scenario plans that copies the full planning setup into a new plan. The update helps teams create what-if variations and carry existing plans into new cycles faster. Highlights include:
- Scenario Plan Duplication: Creates a complete copy of an existing scenario plan.
- Full Plan Copy: Includes scenarios, connected sheets, dates, dependencies, and resource allocations.
- Faster What-If Modeling: Lets users test variations without rebuilding the original plan.
- Planning Cycle Reuse: Makes it easier to carry an existing plan into a new planning period.
Visit Smartsheet’s official site for more details.
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 Inc., founded in 2005, is headquartered in Bellevue, Washington, and employs around 3,330 people. Known for its work management software, Smartsheet serves a diverse client base across various industries. The company was publicly traded on the NYSE under the ticker SMAR from 2018 to 2025 before being taken private by Blackstone Inc. and Vista Equity Partners for $8.4 billion. As of 2024, Smartsheet reported a revenue of $958 million, reflecting its strong market position.
Smartsheet Major Milestones
- 2005: Company founded as Navigo Technologies, Inc.
- 2010: Significant software redesign.
- 2018: Went public on the NYSE under the ticker SMAR.
- 2025: Taken private by Blackstone Inc. and Vista Equity Partners for $8.4 billion.

