Smartsheet
SmartsheetExternal reviews
10,017 reviews
from
and
External reviews are not included in the AWS star rating for the product.
After Market Care Dashboard
What do you like best about the product?
Ease of Collaboration
Smartsheet makes it simple to collaborate across teams and departments. Everyone can access the same sheet in real time, which reduces back-and-forth emails and keeps everyone aligned.
Smartsheet makes it simple to collaborate across teams and departments. Everyone can access the same sheet in real time, which reduces back-and-forth emails and keeps everyone aligned.
What do you dislike about the product?
Performance with Large Sheets
When working with very large sheets or complex formulas, Smartsheet can sometimes lag or become slow to load, which affects productivity only 500 Raws past option
When working with very large sheets or complex formulas, Smartsheet can sometimes lag or become slow to load, which affects productivity only 500 Raws past option
What problems is the product solving and how is that benefiting you?
Problem: Disconnected Communication Across Teams
Benefit: Smartsheet centralizes all updates, comments, and documents in one place. This reduces email overload and ensures everyone is on the same page—especially helpful when coordinating with service teams, vendors, or customers.
Benefit: Smartsheet centralizes all updates, comments, and documents in one place. This reduces email overload and ensures everyone is on the same page—especially helpful when coordinating with service teams, vendors, or customers.
Smartsheet Was the Perfect Tool for Our Team — Until Pricing Changes Made It Unreachable
What do you like best about the product?
Smartsheet has been an incredible tool for our team. We’ve used it to keep track of our patients, share updates, and store all our essential information in one central hub. I love how user-friendly and collaborative it is, everyone can quickly see what’s going on, make updates, and stay informed without the back-and-forth emails. It’s been a lifesaver for organization, visibility, and teamwork.
What do you dislike about the product?
Unfortunately, Smartsheet recently announced changes to their editing and licensing structure, and it’s made it unaffordable for us to continue using it. As much as we love the platform, the new pricing model puts it way out of reach for our organization. It’s really disappointing, because we finally had a tool that worked perfectly for us, and now we’re forced to look for alternatives that likely won’t be as seamless or effective.
What problems is the product solving and how is that benefiting you?
Before using Smartsheet, it was hard to keep everyone aligned — updates were scattered across emails, documents, and different systems. Now, we have a central place where we can track which patients we're working with, who’s responsible for what, and any critical notes or updates, all in real time.
It’s helped reduce confusion, improved accountability, and made our workflows much more efficient. Everyone can access the same up-to-date information, which is especially important in our work where accuracy and timing matter. It’s been a huge benefit for team collaboration and staying organized.
It’s helped reduce confusion, improved accountability, and made our workflows much more efficient. Everyone can access the same up-to-date information, which is especially important in our work where accuracy and timing matter. It’s been a huge benefit for team collaboration and staying organized.
Project Development Manager
What do you like best about the product?
I love Smartsheets organization and scheduling capabilities as well as the wide bandwidth to create different kinds of tools.
What do you dislike about the product?
I really wish Smartsheet had tabs so it was easier to pull and organize data all in one larger sheet instead of just having Workspaces
What problems is the product solving and how is that benefiting you?
It’s helping me give me clear access to my team members and offering information in a “one stop shop” experience
Smartsheet user for affordable housing
What do you like best about the product?
Ease of configuration for managing list and project management schedules that can be coordinated with others.
What do you dislike about the product?
Not enough control and design options for dashboards, need way to display and use information more visually.
What problems is the product solving and how is that benefiting you?
Managing lists and team deliverables so items don't get missed and it's clear what is needed
Lots of Pros with Smartsheet!
What do you like best about the product?
Honestly, I like the layout of Smartsheet, it's very aesthetically please to me! Our team uses it daily and it's very easy to use as well. We use it in a number of different ways so the customization options that are available always come in handy.
What do you dislike about the product?
What I do dislike is that there's no immediate autosave feature for sheet updates. My peers and I have to manually save to see changes occur which sometimes does create a little bit of a disconnect if we forget to save in real time.
What problems is the product solving and how is that benefiting you?
Smartsheet allows my team and I to manage our tasks passed along from different departments. Additionally, it allows us to track movements and updates across the board!
Created a lead intake spreadsheet for volunteer registration
What do you like best about the product?
The email reminders for follow-ups through Smartsheet.
What do you dislike about the product?
It is difficult to copy and paste data into other documents.
What problems is the product solving and how is that benefiting you?
Creating a lead intake workflow involves several steps to ensure that potential leads are captured, processed, and followed up efficiently. Here is a general outline of how to create a lead intake workflow:
1. **Identify Lead Sources**: Determine where your leads are coming from, such as online forms, phone calls, emails, social media, or events.
2. **Design Lead Capture Forms**: Create forms that capture essential information from leads, such as name, contact details, and specific interests or needs.
3. **Set Up a Lead Management System**: Use a CRM (Customer Relationship Management) system to organize and track leads. Ensure it integrates with your lead capture forms.
4. **Define Lead Qualification Criteria**: Establish criteria to qualify leads based on factors like budget, authority, need, and timeline (BANT).
5. **Automate Lead Assignment**: Set up rules to automatically assign leads to the appropriate sales representatives based on criteria such as location, product interest, or lead score.
6. **Develop a Follow-Up Process**: Create a standardized process for following up with leads, including timelines and communication methods (e.g., email, phone calls).
7. **Train Your Team**: Ensure your sales and marketing teams are trained on the lead intake process and understand their roles.
8. **Monitor and Optimize**: Regularly review the workflow to identify bottlenecks or areas for improvement. Use analytics to track the effectiveness of your lead intake process.
By following these steps, you can create an efficient lead intake workflow that helps convert potential leads into customers.
1. **Identify Lead Sources**: Determine where your leads are coming from, such as online forms, phone calls, emails, social media, or events.
2. **Design Lead Capture Forms**: Create forms that capture essential information from leads, such as name, contact details, and specific interests or needs.
3. **Set Up a Lead Management System**: Use a CRM (Customer Relationship Management) system to organize and track leads. Ensure it integrates with your lead capture forms.
4. **Define Lead Qualification Criteria**: Establish criteria to qualify leads based on factors like budget, authority, need, and timeline (BANT).
5. **Automate Lead Assignment**: Set up rules to automatically assign leads to the appropriate sales representatives based on criteria such as location, product interest, or lead score.
6. **Develop a Follow-Up Process**: Create a standardized process for following up with leads, including timelines and communication methods (e.g., email, phone calls).
7. **Train Your Team**: Ensure your sales and marketing teams are trained on the lead intake process and understand their roles.
8. **Monitor and Optimize**: Regularly review the workflow to identify bottlenecks or areas for improvement. Use analytics to track the effectiveness of your lead intake process.
By following these steps, you can create an efficient lead intake workflow that helps convert potential leads into customers.
Reliable software that has made tracking expenses easy
What do you like best about the product?
I really like the parent-child functions. I use this feature in the majority of my sheets to track expenses for various grants. I can then easily generate additional sheets with ease to pull data (e.g., amount of money spent per month in a specific budget category on a specific grant).
What do you dislike about the product?
My organization has the Team Plan (I believe this plan has been discontinued), so there are a number of features that I cannot access. This means that I do not utilize the report feature and I need to manually copy information between sheets, which increases the likelihood of error. I met with a contact at Smartsheet (who was very helpful and knowledgeable), and he explained that we would need to upgrade our plan. I was not able to convince my organization to upgrade our plan, so it feels like I am not able to fully utilize the software in the ways I want to.
What problems is the product solving and how is that benefiting you?
Smartsheet helps me maintain a record of the purchases that my lab members need to complete their work. This has allowed me to keep track of each grant's budget and make projections. This has also allowed me to better understand the frequency that certain supplies are needed.
Mostly good. Some minor issues
What do you like best about the product?
The ability to set up and customize sheets to share and collect survey responses
What do you dislike about the product?
The functionality to edit the sheet itself.
What problems is the product solving and how is that benefiting you?
The sheet output starts at line 9 or something. I cant delete the empty rows above, nor the test entries that we'd entered to test some surveys and sheets.
Using smartsheets is a helpful and efficiant way of keeping track of my records
What do you like best about the product?
My daily follow up sheet is very helpful
What do you dislike about the product?
When writing a comment, when i press "enter" it submits my comment automatically, sometimes before my comment is complete, its just a mistake
What problems is the product solving and how is that benefiting you?
it solves the problem of having many papers of all my reminders
Whole department activity in one site
What do you like best about the product?
Automation on notiifications and the dashbords customization
What do you dislike about the product?
the data matrix or how to mix and match files system is complex
What problems is the product solving and how is that benefiting you?
solving the all participating and feeding at the same time, eliminating many excel files on a server
showing 1,271 - 1,280