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.
$12
per month per user (up to 10 users)
WorkflowMax
Score 8.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
Smartsheet
WorkflowMax
Editions & Modules
Pro
$12
per month per user (up to 10 users)
Business
$24
per month per user (3 user minimum)
Enterprise
Contact Sales
Advanced Work Management
Contact Sales
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
Smartsheet
WorkflowMax
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
A discount is offered for annual billing.
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More Pricing Information
Community Pulse
Smartsheet
WorkflowMax
Features
Smartsheet
WorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Smartsheet
9.1
129 Ratings
16% above category average
WorkflowMax
9.3
27 Ratings
18% above category average
Task Management
9.8126 Ratings
9.525 Ratings
Resource Management
9.9108 Ratings
9.56 Ratings
Gantt Charts
9.0109 Ratings
9.23 Ratings
Scheduling
9.8111 Ratings
9.419 Ratings
Workflow Automation
9.1100 Ratings
9.54 Ratings
Team Collaboration
10.0122 Ratings
9.519 Ratings
Support for Agile Methodology
8.681 Ratings
8.93 Ratings
Support for Waterfall Methodology
9.079 Ratings
9.23 Ratings
Document Management
9.2101 Ratings
9.219 Ratings
Email integration
9.1100 Ratings
9.44 Ratings
Mobile Access
8.096 Ratings
9.221 Ratings
Timesheet Tracking
9.762 Ratings
9.624 Ratings
Change request and Case Management
8.169 Ratings
9.111 Ratings
Budget and Expense Management
8.175 Ratings
9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
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.
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
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.
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.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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!
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
