Recensione di Smartsheet: Pro, Contro, Caratteristiche e Prezzi
Smartsheet is a marketing workflow software that helps teams manage projects and collaborate efficiently. It's ideal for marketing departments, project managers, and creative teams in industries like advertising and digital marketing. Smartsheet offers easy-to-use tools for managing complex workflows and improving team productivity.
Smartsheet addresses issues like project visibility and team collaboration for marketing teams and project managers. In this article, I'll cover Smartsheet's features, pros and cons, use cases, pricing, etc., so you can decide if this software aligns with your marketing management needs and goals.
Smartsheet Evaluation Summary
- From $9/user/month (billed annually)
- Free trial + free demo available
Perché Fidarti delle Nostre Recensioni Software
Testiamo e recensiamo software di marketing dal 2022. Essendo noi stessi esperti di marketing, sappiamo quanto sia critico e difficile prendere la decisione giusta nella scelta di un software. Investiamo in una ricerca approfondita per aiutare il nostro pubblico a prendere decisioni migliori sugli acquisti software. Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso nel marketing e scritto più di 1.000 recensioni approfondite. Scopri come rimaniamo trasparenti & la nostra metodologia di recensione software.
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 Its spreadsheet-like interface offers powerful features, though it might feel outdated compared to more intuitive tools.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
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You can manage complex projects with ease using its powerful project management tools.
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The spreadsheet-like interface makes it easy for your team to adopt.
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It offers extensive customization options for tailoring workflows to your needs.
cons
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Your team might find the interface feels outdated compared to newer tools.
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The learning curve can be steep if you're new to project management software.
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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.
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Marketing Agencies
Smartsheet helps your agency manage multiple client projects with its detailed task tracking and reporting features.
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Event Planning
You can coordinate complex schedules and logistics easily with Smartsheet's customizable workflows and timelines.
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Construction Projects
Smartsheet's project management tools allow you to track budgets, timelines, and tasks effectively in construction projects.
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Product Development
Your team can manage product launches and track progress with Smartsheet's robust project planning features.
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Human Resources
HR teams can benefit from Smartsheet's ability to track recruitment processes and employee onboarding efficiently.
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IT Departments
IT 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.
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Small Startups
Smartsheet’s extensive features might overwhelm small startups looking for simple solutions without a steep learning curve.
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Design Agencies
Agencies focusing on design might find Smartsheet lacking in visual tools for creative collaboration.
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Retail Stores
Retail operations needing quick, day-to-day task handling might find Smartsheet’s functionality unnecessarily complex.
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Non-Tech Savvy Teams
Teams unfamiliar with project management software may struggle with Smartsheet’s interface and require simpler tools.
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Freelancers
Freelancers needing basic task management might find Smartsheet's features excessive for their needs.
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Education Institutions
Educational settings that require user-friendly interfaces may find Smartsheet’s layout less appealing for educators and students.
Come Testiamo e Valutiamo gli Strumenti
Abbiamo passato anni a costruire, perfezionare e migliorare il nostro sistema di test e valutazione del software. Il nostro metodo è progettato per cogliere le sfumature nella selezione del software e ciò che rende uno strumento efficace, concentrandoci sugli aspetti critici del processo decisionale. Qui sotto puoi vedere esattamente come funziona il nostro sistema di test e valutazione su sette criteri. Questo ci permette di offrire una valutazione imparziale del software basata su funzionalità principali, funzioni distintive, facilità d’uso, onboarding, supporto clienti, integrazioni, recensioni dei clienti e rapporto qualità-prezzo.
Funzionalità principali (25% del punteggio finale)
Il punto di partenza della nostra valutazione è sempre la funzionalità principale dello strumento. Include le caratteristiche e le funzioni basilari che un utente si aspetterebbe di trovare? Alcune di queste funzionalità sono bloccate nei piani premium? Ci aspettiamo che ogni strumento soddisfi almeno le capacità di base dei suoi concorrenti.
Funzionalità distintive (25% del punteggio finale)
Successivamente, valutiamo le funzionalità uniche che vanno oltre la normale funzionalità principale, quelle poco comuni negli strumenti simili. Un punteggio alto riflette caratteristiche specializzate o uniche che rendono il prodotto più veloce, efficiente o offrono un valore aggiunto all’utente. Valutiamo anche quanto sia semplice integrare il software con altri strumenti abitualmente usati in una tech stack, per espandere le funzionalità e l’utilità del prodotto. Sono valutate positivamente soluzioni con molte integrazioni native, connessioni di terze parti e API per creare integrazioni personalizzate.
Facilità d’uso (10% del punteggio finale)
Consideriamo la rapidità e semplicità con cui si possono eseguire le attività principali tramite lo strumento. I software con punteggio più alto sono ben progettati, intuitivi, dispongono di app mobili, offrono template e semplificano compiti complessi.
Onboarding (10% del punteggio finale)
Sappiamo quanto sia importante l’adozione rapida in azienda, quindi valutiamo la facilità di apprendimento e utilizzo di uno strumento con formazione minima. Analizziamo quanto velocemente un utente senza esperienza può iniziare a usare il software. Le soluzioni migliori richiedono poco o nessun supporto.
Supporto clienti (10% del punteggio finale)
Analizziamo la rapidità e facilità nel trovare aiuto tramite telefono, chat dal vivo o knowledge base. Gli strumenti che offrono supporto in tempo reale ottengono il punteggio migliore: i chatbot invece i peggiori.
Recensioni dei clienti (10% del punteggio finale)
Oltre ai nostri test, consideriamo il net promoter score di attuali ed ex clienti. Valutiamo la probabilità che, potendo scegliere, l’utente decida di utilizzare ancora quello strumento per le funzionalità principali. Un software con un punteggio alto corrisponde ad un alto net promoter score tra clienti attuali o passati.
Rapporto qualità-prezzo (10% del punteggio finale)
Infine, tenendo conto di tutti gli altri criteri, confrontiamo il prezzo medio dei piani base rispetto alle funzionalità principali e agli altri fattori di valutazione. I software che offrono di più, a meno, ottengono i punteggi più alti.
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
Smartsheet Adds Saved Filter Improvements to Table View
Smartsheet adds easier access to saved filters, filter duplication, and the ability to create new saved filters directly in Table view. These updates reduce the time needed to organize data and bring Table view closer to feature parity with Grid view. Highlights include:
- Improved Saved Filter Discovery: Makes saved filters easier to locate in Table view.
- Duplicate Saved Filters: Creates a copy of an existing saved filter for faster setup.
- Create Saved Filters: Builds new saved filters directly in Table view without switching views.
Visit Smartsheet’s official site for more details.
for more details.
Smartsheet Smart Assist Adds File Uploads
Smart Assist now supports direct file uploads in chat, making it easier to bring external content into Smartsheet and turn it into actionable work. By letting Smart Assist process files you already have, teams can get faster guidance and automate follow-up actions on sheets. Highlights include:
- Transcript Processing: Extracts action items from uploaded transcripts and suggests new rows or updates.
- Bulk Edits: Matches uploaded invoice data to existing rows and recommends updates.
- Spreadsheet Ingestion: Imports CSV files to populate or update sheet data.
- Reference Content: Uses uploaded briefs, images, PDFs, and other files to recommend actions and update sheets.
Visit Smartsheet's official site for more details.
Smartsheet Lets AI Tools Build and Edit Dashboards
Smartsheet has expanded its dashboard experience so you can generate tailored dashboards and refine AI-powered charting without leaving the tools you already use. The result is faster dashboard creation and easier iteration on insights from wherever you work. Highlights include:
- AI Dashboard Creation: Build new dashboards using natural language from connected AI tools.
- Dashboard Editing: Add AI-generated charts to existing dashboards directly from AI conversations.
- MCP Integration Support: Create and update dashboards through supported AI assistants connected with MCP integrations.
Visit Smartsheet's official site for more details.
Smartsheet Adds Event Reporting and AI Controls
Smartsheet has expanded Event Reporting with IP enrichment and Admin Center controls for AI capabilities. These updates help admins track security events, investigate activity, and manage AI adoption more efficiently. Highlights include:
- Event Reporting: Tracks admin actions, authentication changes, security settings, governance policies, and login activity.
- IP Enrichment: Adds originating IP addresses to events to help teams review activity and investigate security concerns.
- AI Capability Controls: Lets admins enable or disable available AI features to manage organization-wide access.
Visit Smartsheet’s official site for more details.
Smartsheet Launches MCP Connectors for AI Tools
Smartsheet has introduced MCP-enabled connectors for ChatGPT, Google Gemini, and Microsoft Copilot with live data access and AI-powered project insights. These updates help teams ask questions, summarize information, and manage work directly through their preferred AI tools. Highlights include:
- ChatGPT Connector: Connects live Smartsheet data with ChatGPT to support Q&A, task updates, summaries, Deep Research, and Custom GPT workflows.
- Google Gemini Connector: Enables teams to analyze portfolios, identify risks, update task statuses, and generate summaries using Smartsheet data.
- Microsoft Copilot Connector: Brings Smartsheet data into Microsoft Copilot Studio and Microsoft 365 apps for AI-assisted work management.
Visit Smartsheet’s official site for more details.
Smartsheet Adds Large Sheet Webhooks and API Usage Insights
Smartsheet adds large sheet webhook support and API usage monitoring tools to improve integration management. These updates allow teams to use webhooks without size limits and track API users, activity, and endpoint usage. Highlights include:
- Large Sheet Webhooks: Create, enable, disable, and update webhooks on sheets of any size without previous size limits.
- API Usage Insights: View API users, service accounts, call counts, and endpoint usage directly from Admin Center.
Visit Smartsheet’s official site for more details.
Smart Assist AI Companion Now Generally Available
Smartsheet adds Smart Assist to provide AI-powered support across sheets, reports, dashboards, and workspaces. This update helps users understand project data, update work items, and create content directly through AI assistance. Highlights include:
- Data Analysis: Summarize sheets, find information, track changes, and generate insights using AI.
- Sheet Management: Add or update rows, modify columns, create assets, and manage comments through AI prompts.
- Content Generation: Draft stakeholder updates and create work summaries based on Smartsheet data.
Visit Smartsheet’s official site for more details.
Smartsheet's AI-Powered Smart Columns for Instant Sheet Insights
Smartsheet adds AI-powered Smart Columns with translation, summarization, sentiment analysis, and automatic refresh capabilities to simplify sheet data analysis. This update helps teams process large amounts of information, understand feedback, and summarize updates without manual work. Highlights include:
- Translation Columns: Automatically translate sheet data into supported languages for global collaboration.
- Summary Columns: Turn long updates and text fields into concise summaries for faster review.
- Sentiment Analysis Columns: Analyze feedback and status updates to identify sentiment trends.
- Automatic Column Refresh: Keep AI-generated results updated when referenced row data changes.
Visit Smartsheet’s official site for more details.
Smartsheet Adds AI Dashboard and Chart Creation
Smartsheet introduces new AI-powered dashboard and chart creation tools to help teams build visual reports faster using natural language prompts. The updates reduce manual setup and make dashboard creation more accessible across teams. Highlights include:
- AI Dashboard Builder: Users can describe the dashboard they want, select up to five sheets, and generate a dashboard preview with up to 10 widgets.
- Natural Language Dashboard Creation: Teams can build dashboards faster without manually configuring charts and widgets.
- AI Chart Creation: Users can now create charts directly in the dashboard editor using AI prompts.
- Editable AI Charts: AI-generated charts can also be refined and edited directly within dashboards.
Visit Smartsheet’s official site for more details.
Smartsheet Adds New CLI Power Tools Agents
Smartsheet expanded its CLI Power Tools library with the Daily Cadence Pack, which includes new agents for identifying project risks, generating pre-standup briefs, and drafting status updates. These additions reduce manual project coordination work and streamline daily team communication workflows. Highlights include:
- Risk Scanner Agent: Identifies schedule delays, blockers, and ownership gaps across active projects.
- Standup Prep Agent: Creates structured pre-meeting briefs organized by risks, blockers, and watch items.
- Status Communications Writer: Drafts Slack updates, status emails, and escalation messages from project briefs.
- Workflow Automation: Automates repetitive standup and project reporting tasks from a single terminal session.
Visit Smartsheet's official site for more details.
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
Smartsheet FAQs
How does Smartsheet handle data security and compliance?
Can Smartsheet be customized for my team's workflow?
Is there a mobile app for Smartsheet?
How does Smartsheet support remote teamwork?
What kind of training does Smartsheet offer?
Can I automate tasks in Smartsheet?
How scalable is Smartsheet for growing teams?
Does Smartsheet integrate with project management methodologies?
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.