Smartsheet

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Customer Relationship Managment (CRM)

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Smartsheet is a cloud-based work execution platform designed to streamline project management, enhance collaboration, and automate workflows across teams and departments. With a familiar spreadsheet-style interface and powerful capabilities, Smartsheet enables businesses of all sizes to plan, track, automate, and report on work — all in one place.

It serves industries such as IT, marketing, construction, finance, healthcare, and education, helping organizations stay agile and efficient in a fast-paced digital world.

Key Features of Smartsheet

1. Flexible Work Views

Smartsheet allows users to visualize work in multiple formats to suit different team roles and preferences:

Grid View – Classic spreadsheet-style layout for structured data
Gantt View – Visualize timelines and task dependencies
Card View – Kanban-style boards for task management
Calendar View – Date-based planning for campaigns or events

2. Project and Task Management

Easily assign, track, and manage tasks across multiple teams and stakeholders:

Set task priorities and deadlines
Assign team members
Monitor progress in real-time
Create dependencies between tasks

3. Automation and Workflow Rules

Smartsheet offers powerful no-code automation tools:

Automate repetitive actions like alerts, reminders, and status changes
Set up conditional logic workflows
Schedule recurring updates and approvals

4. Dashboards and Reporting

Make data-driven decisions with real-time insights:

Create custom dashboards for project overviews
Build reports that consolidate data from multiple sheets
Monitor key performance indicators (KPIs) and project health
Export and share reports with stakeholders

5. Collaboration Tools

Smartsheet is built for teamwork and transparency:

Comment directly on rows, tasks, or attachments
Share sheets with granular permission controls
Add file attachments, images, and links to any task
Set notifications and reminders for team members

6. Pre-Built Templates

Save time with a library of customizable templates:

Project plans
Marketing calendars
Budget trackers
Agile sprint boards
Event planning sheets

Advanced Capabilities

7. Resource Management

With the Resource Management add-on, Smartsheet helps teams optimize workloads:

View real-time availability of team members
Balance workloads across projects
Forecast capacity and plan ahead

8. Content Management with Brandfolder

Smartsheet includes digital asset management through Brandfolder:

Store and organize visual assets and brand materials
Share with teams and external partners
Track usage and asset performance

9. Integrations

Smartsheet integrates with dozens of popular apps and tools to ensure seamless workflows:

Microsoft 365 and Google Workspace
Slack and Microsoft Teams
Salesforce and Jira
DocuSign, Tableau, and many others

10. Forms and Data Collection

Create dynamic, branded forms to collect information:

Use forms for intake requests, surveys, or registrations
Automatically route submissions into sheets
Set conditional logic for smarter forms

Security and Compliance

Smartsheet meets enterprise-grade security standards:

Role-based access control
Single Sign-On (SSO) support
Audit trails and user activity logs
Compliance with GDPR, HIPAA, and SOC 2 standards

This makes it a secure platform for sensitive business operations and regulated industries.

Mobile and Accessibility

Smartsheet’s mobile app allows users to:

View and edit sheets on the go
Capture photos and scan barcodes into rows
Submit forms and updates from the field

Its intuitive design ensures all team members, whether in-office or remote, can stay productive and connected.

Why Choose Smartsheet?

Smartsheet is more than a project management tool — it’s a complete work management ecosystem. From planning and execution to reporting and automation, it empowers teams to move faster, stay aligned, and deliver results with confidence. Whether you're managing a single project or coordinating across departments, Smartsheet scales to meet your needs and grows with your business.

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2025-02-04 19:47:54: Securitas Uses Smartsheet to Simplify Project Portfolio Management and Help Make Strategic Decisions Youtube

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2025-01-31 15:14:22: Add assets to your Brandfolder Youtube

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2025-01-29 17:07:23: Project Fundamentals Part 1 - Intake to Archive Youtube

2025-01-29 17:07:19: Project Fundamentals Part 3 - Reporting Youtube

2025-01-29 17:07:15: Project Fundamentals Part 2 - Project Settings Youtube

2023-03-31 00:30:20: Extra! Extra! Read all about it! 🗞️ We’ve added another batch of game-changing Smartsheet capabilities and updates in the past few months to help you level up the work you are already doing in Smartsheet. Check it out → https://t.co/IRQDOj3vdo #productnews #productupdates https://t.co/guCzLucPHw Twitter

2023-03-28 01:10:26: En-light-ening! 💡 How #ArborMetrics powers their team across the United States and Canada. → https://t.co/iHt8EMRP4z Twitter

2023-03-22 17:00:17: Raise your hand if you have a few too many browser tabs open right now…Don’t worry, we do too 🤷 Download the new Smartsheet Desktop App to reduce clutter and work without distractions. → https://t.co/l2V0ktQYfl https://t.co/8OwmG94TtD Twitter

2023-03-21 22:16:09: At Smartsheet, we aim to amplify the voices of our employees. This #GivingTuesday, we asked our employee resource groups: Which nonprofits would you donate to? Check out the incredible organizations chosen. → https://t.co/rFwJOMocwJ Twitter

2023-03-16 15:02:48: See how AI and Smartsheet work together to eliminate the manual tasks associated with collaborative work. ➡️ https://t.co/Tc8nLAUTV3 #ArtificialIntelligence #generativeAI https://t.co/EhPClFGSAK Twitter

2023-03-15 23:25:13: 🗓️ Mark your calendars: #SmartsheetENGAGE is back! Stay tuned for more information on ENGAGE 2023. 🔜 https://t.co/Wiscp12Lqi https://t.co/NJq2BC40uR Twitter