Markcomm Pitch

Overview

Agencies of all sizes rely on Smartsheet to move faster dynamically plan, execute, and report on work at scale. This cloud-based platform for work management can centralize resources, maintain consistency across projects and campaigns.

Regarded for its online project management and collaboration, it seamlessly connects marketing efforts to ROI.

The Smartsheet is an online work execution platform that allows organizations to plan, track and report on work. Nearly 80,00 brands rely on Smartsheet for the project and work management. Thanks to its easy-to-use interface, real-time Gantt charts and dashboards, and work automation features, the software has won many awards.

Smartsheet is a leading project management software. It functions as a work execution system and collaboration tool with a user-friendly interface that empowers teams to make a plan, track the process and manage projects immediately.

Smartsheet assists teams to streamline a project process, increase productivity and make collaborations more effective with the automated workflow alternatives that suit the best for an individual work preferences. Smartsheet offers various features that allows users to organize data using the card, grid Gantt chart and calendar view.

You can share project plans, performance reports and other details with team members, leaders and chief stakeholders to keep them informed about your progress.

Screenshot

Smartsheet

Features

  • Collaboration
  • Project Management
  • Time Tracking
  • Campaign Management
  • Dependecies
  • Drag & Drop
  • Document Management
  • Time Tracking
  • Resource Management
  • Negative Feedback Management
  • Template Management
  • Workflow Management
  • Admin Tools
  • Custom Branding
  • Cell Linking
  • Calendar View
  • Card View
  • Alerts and Automated Actions
  • Real time notifications
  • Real time updates
  • Access Controls/Permissions
  • Channel Management
  • Multi-Campaign
  • Contact Database
  • Document Management
  • Inventory Management
  • Content Management
  • Equipment Tracking
  • License Verification
  • Expiration Management
  • Business Process Automation
  • Collaboration Tools
  • Visual Workflow Management
  • Alerts/Notifications
  • Process Change Tracking
  • Task dependencies
  • Collapsible sub-tasks
  • Cell linking
  • Card view
  • Periodic reporting
  • Activity management
  • Activity tracking
  • Assignment management
  • Automatic backup
  • Automatic notifications
  • Automatic reminders
  • Calendar management
  • Campaign planning
  • Charting
  • Collaborative review
  • Collaborative workspace
  • Communication management
  • Customizable reporting
  • Data sync
  • Document review
  • Document storage
  • Email integration
  • Email notifications
  • Employee management
  • File management
  • File sharing
  • Forms management
  • Gantt charts
  • Multiple projects
  • Permission management
  • Project notes
  • Project planning
  • Project time tracking
  • Project tracking
  • Real time data
  • Recourse management
  • Secure data storage
  • Status tracking
  • Task planning
  • Task scheduling
  • Activity Planning
  • Agile Methodologies
  • Approval Workflow
  • Audit Trail
  • Backlog Management
  • Bed Management
  • Bid Management
  • Billing & Invoicing
  • Brainstorming
  • Budget Management
  • Budgeting/Forecasting
  • Calibration Management
  • Capacity Management
  • Certification Tracking
  • Change Management
  • Activity Dashboard
  • Activity Planning
  • Analytics/ROI Tracking
  • Approval Workflow
  • Brand Management

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Smartsheet Users

Available Support

  • Email
  • Phone

Language Support

  • English

Company Details

  • Company Name: Smartsheet

  • Headquarter: United States

  • Full Address:

Reviews

Ease of Use – No need to involve programmers to create custom solutions – Versatility – customizable sheets and dashboards for different departments and needs – Support – AMAZING user forum, help pages, support department

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There is so much that I love about Smartsheet. The fact that you can create forms and that they have pre-determined templates that allow you to build out all kinds of documents. I love the fact that you can keep checklist and they have rules that you can create in order to email directly from the actual software. I also love that we have created a complete document tracking system with in Smartsheet with ease!

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We use Smartsheet for tracking several areas of our Sales & Marketing program. What we like the most is that we can set automated actions to prompt the team to follow up when required. We also copy in supervisors so they can make sure the entries are updated.

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There is not a lot to gripe about SmartSheets other than on occasion, the app can lag or suffer an error and finding what error it is and how to fix it can be a little frustrating. There is a limitation with exporting reports. If you want to display data in a visual way, you may need to manually extract the data and then add it into another application. If the reports feature could be improved and maybe export in a usable format it would be a solid winner.

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Smartsheet is very simple to use – but because of some of that scaled back UI, there is some lost functionality. Some of the tricks and maneuvers you have to pull for things like conditional formatting or cell types can be a bit off-putting. It’s also sometimes difficult to tell where user error plays a role in mathematic mistakes. I’d like to see more effort put into these areas.

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This is the tool we use every day, every hour, to track all of our enrollments and clients. Our team monitors enrollments and other CRM tools don’t give us the flexibility to track multiple events and data points. It’s Excel but on steroids with multiple functions and features. We’re using it more and more every day for reporting up to our management team on progress for our client events.

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Very good with basic project management features. Kanban is great, and you can view data multiple ways (kanban, gantt, table). The workspaces tool is cool, it’s a good way to organize reports and data. Reports are great for showing users only the data they need, and keeps them out of source data tables. There is also good cross sheet functions like you would see in excel. Smartsheet is also one of the most widely available tools to be integrated with. Tools like Zapier make it easy to integrate with, and you can also upgrade to a live data connector to visualize your data in a tool like tableau.

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