Spreadsheets · Reviewed 23 Oct 2026

Smartsheet

Cloud platform for planning, tracking, automating, and reporting work at scale.

free tier · smartsheet.com ↗

Paid against free › Spreadsheets › Smartsheet

Smartsheet at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Smartsheet is a cloud-based platform for work execution, enabling teams to plan, capture, manage, automate, and report on work at scale S1. It is used by organizations including nonprofits, small businesses, and over 85% of Fortune 500 companies to improve process efficiency and business outcomes S1. The platform provides project and portfolio management, AI-powered insights, and integrations with tools like Microsoft Copilot and Google AI model S10.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Smartsheet is a cloud-based work execution platform S1.
  • Core purpose: Helps teams plan, capture, manage, automate, and report on work at scale S1.
  • Intended users: Teams and organizations, from nonprofits to Fortune 500 companies S1.
  • Product scope: A platform offering project management, portfolio management, and secure request management S10.
  • Positioning: Enterprise-grade work management platform that brings AI to projects and processes S10.
  • Claimed distinction: Enables work execution at scale with AI and automation S1 S10.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Project teamsPlan, track, and manage projects with real-time updates S10.
Portfolio managersMonitor budgets, resources, and risks across projects S10.
ExecutivesView live dashboards consolidating project statuses and metrics S10.
IT teamsManage IT portfolios and operations S106.
Field workersCapture information and check updates on mobile devices S26.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Project managementPlan, track, and manage projects with Gantt, Kanban, and calendar views S106.
Portfolio managementMonitor portfolios to optimize budgets, resources, and risks S10.
AI-powered insightsGenerate dashboards and analyze data using natural language S10.
Workflow automationAutomate status updates, approvals, and notifications S10.
Secure request managementCentralize intake and track progress with compliance protocols S10.
Mobile appAccess and update work on iOS and Android, including offline capture S26.
Document builderGenerate custom PDFs from sheet data S10.
Bridge automationBuild complex cross-sheet workflows with low-code and API calls S19.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Anthropic AI model, Microsoft Copilot, Google AI model, ChatGPTAI integrationConnect project data to AI assistants for real-time answers S10.
ServiceNowIntegrationCreate automated workflows to manage ServiceNow records S19.
SharePointIntegrationTrigger workflows from changes in SharePoint Lists S19.
API & HTTP callsAPIExtend workflows with custom API and HTTP calls S19.
JavaScriptExtensionAdd custom logic to Bridge workflows S19.
SendGridIntegrationSend automated emails via API from Bridge S19.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Pro$9 per member/month billed yearly, $12 billed monthly S161Unlimited contributors, 250 automations/month S1611–10 members S161
Business$19 per member/month billed yearly, $24 billed monthly S161Unlimited automations, 1 TB storage S1613+ members S161
EnterpriseCustom pricing, contact sales S161SAML SSO, portfolios, scenario planning S16110+ members S161
Advanced Work ManagementCustom pricing, contact sales S161Control Center, Data Shuttle, connectors, Pivot App S161Per organization S161
Free trialFree trial offered, length not stated S161Not establishedNot established

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
youtube.com326.72026 calendar google sheets, 10000ft
reddit.com2242026 calendar google sheets, 10000ft
linkedin.com11110000ft
support.google.com1122026 calendar google sheets
capterra.mx11210000ft
adamalbrecht.blog11310000ft
calendarlabs.com1142026 calendar google sheets
dictionary.cambridge.org11410000ft
vertex42.com1162026 calendar google sheets
open.spotify.com11610000ft

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

PlatformStatusDiscovered source
Googlediscovered_not_scrapedhttps://play.google.com/store/apps/details?id=com.smartsheet.android&hl=en
13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.5%
MonthSource
—All AI assistants
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
featuresAI that connects systems, runs projects, and helps teams act fasterhttps://www.smartsheet.com/
featuresAnswers in any AI tool your team useshttps://www.smartsheet.com/
featuresAI-powered reporting for customershttps://www.smartsheet.com/
featuresIntegrate your favorite apps with Smartsheet, keeping all your work in sync and your team in the loop — and your data connected to the AI tools your teams already use.https://www.smartsheet.com/
featuresThe Smartsheet platform transforms how you manage work, bringing AI to the projects, portfolios, and processes that run your business. Your teams move faster without sacrificing the security and governance enterprise work requires.https://www.smartsheet.com/platform
featuresServer-side skills, team-side wins: the missing half of AIhttps://www.smartsheet.com/content-center/product-insights
features](/content-center/server-side-skills-team-side-wins-missing-half-ai)https://www.smartsheet.com/content-center/product-insights
featuresAI made one person on your team faster. It was supposed to make the whole team better. That gap is why 95% of enterprise AI pilots never pay off — and it’s exactly what we set out to fix.https://www.smartsheet.com/content-center/product-insights
featuresAI that connects systems, runs projects, and helps teams act fasterhttps://www.smartsheet.com/
featuresAI that understands your workhttps://www.smartsheet.com/
featuresAnswers in any AI tool your team useshttps://www.smartsheet.com/
featuresExplore Smartsheet AIhttps://www.smartsheet.com/
featuresAI-powered work managementhttps://www.smartsheet.com/platform
featuresThe Smartsheet platform transforms how you manage work, bringing AI to the projects, portfolios, and processes that run your business. Your teams move faster without sacrificing the security and governance enterprise work requires.https://www.smartsheet.com/platform
featuresProvide executives with live dashboards that consolidate project statuses, automation metrics, portfolio performance, and request workflows — just describe the view you need and let AI build it from live data. Highlight progress, risks, and ROI at a glance.https://www.smartsheet.com/platform
featuresPut AI to workhttps://www.smartsheet.com/platform
featuresMove your most important work forward faster and with less effort. Smartsheet AI understands how your organization actually executes — your projects, your dependencies, your risks — so your team can surface what matters and deliver with confidence. It's intelligence at the point of work that gets sharper the more you use it. Explore AI features you can start using today, from wherever your team works.https://www.smartsheet.com/platform

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap3 first-page appearances across 2026 calendar google sheets, 10000ft

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
G2Smartsheet Products / Read 20641 Reviews on G2Grounded web searchus achieve a "Work Smarter, not Harder" mindset. It helps us cut down ... ). The dashboards are an excellent way to collect information from different sheets and show ... on a single page, for easy access and reporting to upper management. We've changed
Gartner Peer InsightsSmartsheet Reviews & Ratings 2026 / Gartner Peer InsightsGrounded web search## Smartsheet Reviews and Ratings #### 4.5 ##### ( 2844 Ratings) ### Rating Distribution 5 Star 55 % 4 Star 39 % 3 Star 5 % 2 Star 0 % 1 Star 0 % ... (non-Government)Review Source #### Transforms business processes w/ FLEXIBLE solutions and
CapterraSmartsheet Software Pricing, Alternatives & More 2026 / CapterraGrounded web search46% negative reviews out of 338 Some reviewers feel pricing is steep, with costly licenses, limited free features, and expensive premium upgrades ... 190 Most users report occasional glitches, slow load times, and lag, especially with large sheets or
SaaSComparedSmartsheet Review 2026 - Pricing, Features & Alternatives / SaaSComparedGrounded web searchSmartsheet is a spreadsheet-meets-project-management platform that enterprise teams use when they need structured data management without a full ERP. The grid view feels like Excel but with row-level permissions, automated workflows, and cross-sheet formulas that actually scale. It shines for operations, construction, manufacturing, and government teams who are comfortable in spreadsheets but need collaboration and automation on top. The workflow automation handles conditional logic, approval ch
gartner.comSmartsheet ReviewsGrounded web search2025 #### Superbly satisfied by engaging and robust team discussion ... It effectively leverages AI for accurate and predictive analytics. Brilliant with sharing data with clients and shareholders. Monumental with customization to adapt and scale to
aws.amazon.comProdview lmxunqckv74qyGrounded web search### Ratings and reviews 4.4 10018 ratings 5 star 4 star 3 star 2 star 1 star 63% 32% 4% 1% 1% 1 AWS reviews / 10017 external reviews External reviews are from G2 and PeerSpot. ... I like the automation in Smartsheet. You can define custom

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyFirst Sentier Investorscustomer case study — project management across 14 offices, saving ... (First Sentier Investors harmonises project management across 14 offices, saving time / Smartsheet)
Case studyBayercustomer case study — To bring its global team on the same page, Bayer built Smartsheet-powered solutions, swapping presentation slides with real-time data and simplified dashboards. (Bayer gains real-time visibility with Smartsheet, saving countless hours / Smartsheet)
Case studyUMass Memorial Healthcustomer case study — For the Shared Services PMO, the priority was clear: find a system that made project management easier while still respecting the organization’s need for governance and a central source of truth. (UMass Memorial Health Uses Smartsheet to Facilitate More Efficient Project Delivery / Smartsheet)

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipDigital and IT portfolio leadershipsource
Contact and supportNavigate your work easily on your phone or tablet to check real-time updates in sheets, reports, and dashboards on the go.source
Legal and privacyNot published on the collected pages.—
Security and compliance/ Single sign-on (SSO) / x / x / x / x /source
Uptime and status pageNot published on the collected pages.—
Domain registered2001-04-15—
Domain expires2030-04-15—

Not found on the collected pages: legal and privacy, uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Discontinuing Sale of Individual Plan / SmartsheetRelease notesSeptember 2, 2021 (source)September 2, 2021
Enterprise Plan Manager / SmartsheetRelease notesOctober 13, 2021 (source)October 13, 2021
Introducing New Plan: Pro Plan / SmartsheetRelease notesSeptember 2, 2021 (source)September 2, 2021

Not found in the collected public sources: public roadmap, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Cloud-based platform S1.S1
Platforms and appsMobile apps for iOS and Android S26.S26
API and extensibility (API, SDK, webhooks, MCP, plugins)Pre-built integrations, APIs, and MCP-enabled connectors S10.S10
Data ownership and exportExport sheets to Excel, Google Sheets, PDF, and more S161.S161
Performance and reliability claimsScale mission-critical work with confidence S10.S10
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2001-04-15 — MarkMonitor Inc.
Domain expires2030-04-15
TLS certificateLet's Encrypt, valid, expires 2026-12-28
Security headersHSTS, X-Content-Type-Options
Headers not servedCSP, X-Frame-Options, Referrer-Policy
Mail handled bymxa-0099d701.gslb.pphosted.com, mxb-0099d701.gslb.pphosted.com
Nameserversns-1673.awsdns-17.co.uk, ns-479.awsdns-59.com

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s); rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 97/100
  • Critical issues: 0
  • Warnings: 6
  • Notices: 9

Issues

SeverityIssueValueAffected URL
noticeMeta description length should be reviewed183https://www.smartsheet.com/platform
noticeImages are missing alt text2https://www.smartsheet.com/platform
noticeMeta description length should be reviewed197https://www.smartsheet.com/platform/features
warningTitle length should be reviewed68https://www.smartsheet.com/solutions/digital-asset-management
noticeImages are missing alt text2https://www.smartsheet.com/solutions/digital-asset-management
noticeImages are missing alt text6https://www.smartsheet.com/platform/portfolio-management
noticeImages are missing alt text4https://www.smartsheet.com/marketplace/premium-apps/dynamic-view
noticeImages are missing alt text5https://www.smartsheet.com/platform/bridge
noticeMeta description length should be reviewed173https://www.smartsheet.com/content-center/product-insights/product-updates
warningPage should have one primary H12https://www.smartsheet.com/advanced-work-management
noticeMeta description length should be reviewed213https://www.smartsheet.com/services/professional-services
warningDuplicate title in audit sample2https://www.smartsheet.com/
warningDuplicate title in audit sample2https://www.smartsheet.com/
warningDuplicate meta description in audit sample2https://www.smartsheet.com/
warningDuplicate meta description in audit sample2https://www.smartsheet.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Work Management Platform \Smartsheet1109616 ms
200Work Management Platform \Smartsheet1109611 ms
200Product \Smartsheet1210126 ms
200Smartsheet AI features and capabilities \Smartsheet1165020 ms
200Features \Smartsheet1300029 ms
200Integrations \Smartsheet1243724 ms
200Brandfolder by Smartsheet \Content Lifecycle Solutions \Smartsheet11381
200Resource Planning \Smartsheet1200620 ms
200Portfolio Management \Smartsheet1208829 ms
200Smartsheet Dynamic View \Smartsheet188915 ms
200Bridge by Smartsheet \Smartsheet113788 ms
200WorkApps \Smartsheet188913 ms
200Product updates \Smartsheet1143119 ms
200Smartsheet Advanced Work Management \Smartsheet292113 ms
200Smartsheet Professional Services1145216 mshttps://www.smartsheet.com/services/professional-services

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct70.1%
search8.6%
search organic8.3%
search paid0.3%
social2.0%
social organic1.9%
social paid0.1%
referrals13.1%
paid referrals0.7%
mail5.1%
gen ai0.5%
affiliate0.1%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors. Evidence gaps include lack of detailed security certifications, uptime statistics, and specific customer counts beyond the Fortune 500 percentage. Pricing for Enterprise and Advanced Work Management plans requires contacting sales, and free trial length is not stated. The platform's AI capabilities are described but specific performance metrics are not provided.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from smartsheet.com, including product, pricing, and template pages. Static and rendered page captures were used. External proof search was enabled but only verified the existence of linked results; no external review content was collected. Claims are cited from the catalog; where evidence is sparse, this is noted.

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