Fantastic tool, but it's important to understand what it's meant for
Updated September 20, 2019

Fantastic tool, but it's important to understand what it's meant for

Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Smartsheet

We currently use Smartsheet in most departments. We use it for project management, scheduling, list management, and for some minor spreadsheet work. Sometimes we use it as a replacement for tools like Google Sheets, though it is not meant to be just a spreadsheet tool and does not work perfectly that way. It is much better described as a spreadsheet or data table version of Trello, JIRA, Asana, monday.com, etc.It is one of the most versatile and useful tools we have.
  • Formulas. While not as robust as Excel, the formulas offered in Smartsheet are quite good.
  • Team collaboration. Multiple teammates can access and work on the same sheet at once.
  • Templates. The standard templates meet all my needs, and are a great guide for what Smartsheet is intended for and the problems it is best suited for solving.
  • Project management. It is great for creating, assigning, monitoring, and tracking tasks and projects.
  • Project management. I wish you could assign multiple teammates to the same task/row.
  • It is much like a database. Columns are fields, rows are records. This is why formula capabilities are lacking.
  • It has helped us manage our time better. We are able to track exactly how much time our team spends completing tasks for other departments. We also track how much time we spend on last-minute, emergency projects. This has significantly helped us improve our communication and lower the amount of "fire drills."
  • It helps us manage our ad budget.
  • We have used it to create a master index of all of our website content, categorized in about 5 different ways (content type, industry relevance, product module, pain points, etc.). Our sales teams have access to this sheet and use it to quickly find the website resource that is perfect for their prospects' situation. They no longer come to the marketing team asking us for a case study that touches on a given topic.
Smartsheet is very robust, and allows much more customization. It is not as user friendly, and takes more time to understand and get used to. Smartsheet integrates with just about all of these other tools. One of the best things about Smartsheet is that it can integrate with Salesforce, taking away the need for more Salesforce licenses, and allowing for mass data edits.
I have not contacted support very many times, so I just don't have much to go off of on this.

Do you think Smartsheet delivers good value for the price?

Yes

Are you happy with Smartsheet's feature set?

Yes

Did Smartsheet live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Smartsheet go as expected?

I wasn't involved with the implementation phase

Would you buy Smartsheet again?

Yes

The best uses I have found for Smartsheet have involved project management and content indexing. If you are looking to replace Google Sheets or Excel, this is not the right tool.

Smartsheet Feature Ratings

Task Management
9
Resource Management
8
Gantt Charts
7
Scheduling
8
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
8
Support for Waterfall Methodology
Not Rated
Document Management
8
Email integration
8
Mobile Access
8
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
7
Integration with accounting software
Not Rated