Playbook AI vs. Smartsheet

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Playbook AI
Score 8.4 out of 10
N/A
Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.N/A
Smartsheet
Score 8.2 out of 10
N/A
Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
$9
per month per user
Pricing
Playbook AISmartsheet
Editions & Modules
No answers on this topic
Pro
$9
per month per user
Business
$19
Per User / Per Month
Enterprise
Contact Sales
Premier
Contact Sales
Offerings
Pricing Offerings
Playbook AISmartsheet
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Playbook AISmartsheet
Project Management
Comparison of Project Management features of Product A and Product B
Playbook AI
-
Ratings
Smartsheet
8.6
125 Ratings
12% above category average
Task Management00 Ratings9.5122 Ratings
Resource Management00 Ratings9.0104 Ratings
Gantt Charts00 Ratings8.7105 Ratings
Scheduling00 Ratings9.4107 Ratings
Workflow Automation00 Ratings8.596 Ratings
Team Collaboration00 Ratings9.4118 Ratings
Support for Agile Methodology00 Ratings7.578 Ratings
Support for Waterfall Methodology00 Ratings7.676 Ratings
Document Management00 Ratings7.597 Ratings
Email integration00 Ratings9.096 Ratings
Mobile Access00 Ratings8.192 Ratings
Timesheet Tracking00 Ratings8.859 Ratings
Change request and Case Management00 Ratings8.665 Ratings
Budget and Expense Management00 Ratings8.671 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Playbook AI
-
Ratings
Smartsheet
7.7
63 Ratings
2% above category average
Quotes/estimates00 Ratings6.941 Ratings
Invoicing00 Ratings7.634 Ratings
Project & financial reporting00 Ratings8.057 Ratings
Integration with accounting software00 Ratings8.231 Ratings
Best Alternatives
Playbook AISmartsheet
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Stackby
Stackby
Score 9.4 out of 10
Medium-sized Companies
Mixmax
Mixmax
Score 8.9 out of 10
Planview AgilePlace
Planview AgilePlace
Score 9.4 out of 10
Enterprises
Salesloft
Salesloft
Score 8.3 out of 10
Planview AgilePlace
Planview AgilePlace
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Playbook AISmartsheet
Likelihood to Recommend
9.0
(2 ratings)
9.5
(143 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(23 ratings)
Usability
-
(0 ratings)
9.0
(13 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
-
(0 ratings)
8.1
(45 ratings)
Online Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
10.0
(6 ratings)
User Testimonials
Playbook AISmartsheet
Likelihood to Recommend
Playbook AI, Inc
The product is always evolving for the better, and any room for improvement is always appreciated and implemented in speed even if the use case was for a few requirements. It automates emails, LinkedIn and calls. To get all these features on the same platform is a blessing. we are using Playbook AI in our team for more than 3 months and our experience is very good the supportive get from the Playbook team is Awesome!
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Smartsheet
For teams and users who are very familiar with Excel and its mode of operation, Smartsheet will feel like a walkover. If you have a number of users who use Excel or Google Sheets for their personal project management then you will find this tool to be very useful and somewhat familiar.
Teams that may be used to other project management suites or styles would find Smartsheet a bit challenging to adapt to, as formulas and formatting can be challenging to adapt to.
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Pros
Playbook AI, Inc
  • Add leads to sequences.
  • Automation leads import.
  • Automatic email.
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Smartsheet
  • The easy to use dashboard has enabled us get comprehensive view of projects across the entire business.
  • It has streamlined internal communication with ease of sharing information across different teams.
  • Smartsheet automates our workflows, enhances collaboration and ensures there are no data silos.
  • I like that it saves time for us and ensures we spend less time switching between apps.
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Cons
Playbook AI, Inc
  • Honestly till now there is nothing to dislike.
Read full review
Smartsheet
  • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
  • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
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Likelihood to Renew
Playbook AI, Inc
No answers on this topic
Smartsheet
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
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Usability
Playbook AI, Inc
No answers on this topic
Smartsheet
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
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Support Rating
Playbook AI, Inc
No answers on this topic
Smartsheet
I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
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Implementation Rating
Playbook AI, Inc
No answers on this topic
Smartsheet
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
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Alternatives Considered
Playbook AI, Inc
No answers on this topic
Smartsheet
Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
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Return on Investment
Playbook AI, Inc
  • Increase productivity of our sales team.
Read full review
Smartsheet
  • This has really opened up collaboration across teams. A lot less working in silos.
  • It hasn't fully replaced any one tool so it means having to go to another place. Hopefully, we can eliminate a tool or two in the next six months.
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ScreenShots