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S
Ops EfficiencyFounded 2005 · 21 yrs

Smartsheet

AI-assisted work management platform that connects systems, runs projects, and helps teams act faster

By Smartsheet Inc. · HQ Bellevue, US · 4.2/5 verified-buyer score

Positioning guardrails

Best for

  • PMOs and program offices needing real-time portfolio visibility across many projects
  • Operations teams automating intake, approvals and cross-team workflows
  • IT and digital teams tracking milestones, dependencies and capacity
  • Client delivery and services teams running projects at scale with client portals
  • Enterprises needing SSO, data residency and auditable governance controls

Ideal size: 25–5,000 people · Mid-market to enterprise with a PMO or operations function

Not for

  • Teams wanting a lightweight free task app with no admin overhead
  • Organizations needing native ERP, job costing or financials
  • Software teams wanting a code-centric issue tracker
  • Buyers unwilling to pay add-on licence fees for premium capabilities

Value metrics scorecard

Time-to-Value

2–4 weeks for Pro/Business self-serve

~30 days to first production value

Total Cost of Ownership

$5,700/yr

Starts at $108 · Per member/month, billed monthly or yearly; unlimited free Contributors on all plans; Enterprise and Advanced Work Management are custom-quoted

Implementation Friction

2/5

Engineering + admin effort required

Buyer Score

4.2

out of 5 · verified buyers

Full cost breakdown

Mandatory implementation fee

None

Seat tiers

Pro 1–10 Members, Business 3+ Members, Enterprise 10+ Members, Advanced Work Management custom

Add-on costs

  • Dynamic View from $125/month
  • Data Shuttle from $100/month
  • Resource Management add-on (Business and above)
  • Brandfolder by Smartsheet add-on
  • Premium Support Package add-on
  • Customer Managed Encryption Key (CMEK) add-on
  • Smartsheet Professional Services add-on

Company & support

Who is behind Smartsheet, and how your team gets help once it is live.

Company

Founded
2005 · 21 yrs in business
Headquarters
Bellevue, US

How you get support

  • PhoneNot listed
  • EmailNot listed
  • Live chatNot listed
  • Support portal / ticketsAll plans
  • Community forumAll plans
  • Help centre / docsAll plans
  • Dedicated account managerPlan not stated
  • In person / on-siteNot listed
Hours
Not recorded
Response time
Not stated

Pricing page lists Help & Learning content, Smartsheet Community and web-based ticketing on all plans. Standard and Premium Support packages and Technical Account Managers are add-ons on Business and above; 99.9% availability SLA applies to Enterprise.

“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.

Market position

Where Smartsheet sits relative to every other solution in the database. Toggle axes to compare on cost, speed, friction, or buyer score.

Quadrant view

Typical annual cost × Time-to-value

$0/yr$20k/yr$39k/yr$59k/yr$79k/yr0d47d94d142d189dAnnual TCO ← betterDays to value ↑ betterQuick & CheapQuick & PriceySlow & CheapSlow & PriceySmartsheet
Smartsheet is highlighted; the rest of the database is dimmed for context. Click any dot to open its dossier.

Stack fit signal

Compatibility with standard B2B ecosystems.

MCPNative

Ships an official MCP server. Connects to Claude Code, Claude Desktop, ChatGPT connectors and Cursor out of the box.

SalesforceIntegration
AWSNative
SnowflakeNot supported
HubSpotIntegration
Google WorkspaceIntegration
Microsoft 365Integration
SAPIntegration
SlackIntegration

AI & MCP readiness

What Smartsheet ships in AI, and what it asks of your ecosystem.

AI features shipped

Copilot / assistantNLP automationAI governance tooling

Smartsheet markets Smart Assist conversational AI, Smart Columns, AI dashboard builder, intelligent form fill and formula/text generation on paid plans. External AI tools (Claude, ChatGPT, Gemini, Copilot, Amazon Quick) connect via the Smartsheet MCP Server. The Trust Center states customer data is not used to train AI models.

In your ecosystem

AI connection
Official MCP server
Model key
Not recorded
AI usage audit
Full audit trail

Industry verdicts

How Smartsheet speaks to each vertical it serves — same data, sector lens.

ConstructionWin bids, run sites, keep projects on margin.

Best for in Construction

  • Project and portfolio tracking for capital projects and builds
  • Intake, approvals and change management across internal and partner teams
  • Dashboards that roll up site-level status for owners and executives

Not for

  • BIM or CAD modelling and clash detection
  • Ruggedised field data capture as a primary workflow
  • Job-cost accounting and certified payroll

Smartsheet lists Architecture, Construction and Engineering as a served industry and publishes construction-related customer stories such as E-Plan Exam (building code reviews) and Convergint. Teams typically use Control Center to standardise project creation, Dynamic View to share only relevant data with external partners, and Data Shuttle to move data between Smartsheet and systems of record. It acts as a coordination and reporting layer rather than a construction ERP; BIM, scheduling engines and job costing stay external.

Professional ServicesBill hours faster, staff smarter.

Best for in Professional Services

  • Client delivery and services project tracking at scale
  • Client collaboration portals with resource utilisation and forecasting
  • Standardising project intake with Control Center blueprints

Not for

  • Professional services automation with native time-to-invoice billing
  • Firms wanting a combined PSA and CRM in a single suite

Professional services is a named target; Smartsheet markets services delivery with client portals, resource utilisation and forecasting, and publishes stories such as Anderson Mori & Tomotsune and Advocates. Resource Management and Control Center sit above the Business plan as add-ons, so budget for them if scheduling and automated project creation are required. Smartsheet does not replace a PSA or ERP for time capture, invoicing or revenue recognition.

ManufacturingShip on time, quote faster, cut scrap.

Best for in Manufacturing

  • New product introduction and launch coordination across plants
  • Supply, operations and capex project tracking
  • Portfolio dashboards for plant and programme managers

Not for

  • MES or MRP production scheduling and shop-floor control
  • Machine-level data collection that must work out of the box

Manufacturing is a named industry with stories including ZEISS Group and FEW Automotive. Typical use is project, programme and portfolio management layered over ERP and BI systems, with Data Shuttle, Connectors and Bridge add-ons moving data between Smartsheet and SAP BusinessObjects or SAP ERP. It does not run production scheduling or inventory transactions, so expect integration effort and add-on licensing for large-scale data movement.

HealthcareMore patients, less paperwork.

Best for in Healthcare

  • Programme and project governance for hospital and health-system PMOs
  • Cross-departmental coordination, intake and capacity planning
  • Enterprise teams needing BAA-backed handling of certain PHI

Not for

  • Electronic health records or clinical documentation
  • PHI workloads without an Enterprise plan and executed BAA

Healthcare appears in Smartsheet's customer industry filter with stories such as UMass Memorial Health and The Task Force for Global Health. The Trust Center states Enterprise Plan customers in healthcare can receive, maintain or transmit certain types of PHI after executing a Business Associate Agreement. Security controls include SSO/SAML, MFA, exportable logs and Event Reporting, plus FedRAMP for the Gov environment. It is a work management layer, not a clinical system.

Retail & CommerceSell everywhere, stock nothing twice.

Best for in Retail & Commerce

  • New store openings, remodels and rollout programmes
  • Marketing and retail operations workflows with forms and automations
  • Cross-brand portfolio visibility for retail programme teams

Not for

  • POS, merchandising or inventory planning systems
  • Associate scheduling and workforce management

Retail is a listed industry with customer stories such as Kura Sushi USA and PUMA. Teams use forms, automations and dashboards for store opening preparations, campaign production and site rollout tracking, with Brandfolder by Smartsheet available as an add-on for digital asset management. It complements rather than replaces retail ERP, POS and workforce management systems, and premium capabilities are add-ons on most plans.

Compliance attestations

SOC 2 ISO 27001 GDPR HIPAA FedRAMP ISO 42001 — not heldIAPP AIGP* — not held

* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.

Bottom line

Smartsheet is an AI-assisted work management platform for planning, tracking and automating projects at scale. Teams use sheets, Gantt, dashboards and forms to run programmes and portfolios, with 175+ integrations plus MCP connectors that bring live work data into Claude, Copilot, Gemini and ChatGPT. Plans run from self-serve Pro at $9 per member per month to custom Enterprise tiers. Buyers get SOC 2, ISO 27001, ISO 27701 and FedRAMP compliance, data residency options and enterprise governance controls.

Frequently asked questions

What does Smartsheet cost for a typical team?

Published list pricing is per member per month, cheaper when billed yearly. Pro is $12/month billed monthly or $9 billed yearly for 1–10 members with unlimited free Contributors. Business is $24 monthly or $19 yearly for 3+ members and adds guests, timeline view, workload tracking and unlimited automations. Enterprise (10+ members) and Advanced Work Management are custom-quoted. Premium capabilities such as Dynamic View (from $125/month) and Data Shuttle (from $100/month) are paid add-ons.

How long does implementation take?

Pro and Business are self-serve with a 30-day free trial and no mandatory implementation fee, so teams typically see value within weeks. Larger rollouts take longer: Smartsheet publishes a customer example of a 58-day deployment at McLaren Racing. Enterprise and Advanced Work Management deployments usually involve Control Center blueprint design, directory/SSO setup and add-on configuration, so plan for a guided rollout with Smartsheet or a partner.

Does Smartsheet meet enterprise security and compliance requirements?

The Trust Center states Smartsheet supports SOC 2, ISO 27001, ISO 27701 and FedRAMP, and is actively pursuing ISO 42001 for AI management. Data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256), with Customer Managed Encryption Keys available as a premium capability. SSO via SAML 2.0 and identity providers such as Okta and Entra ID, MFA enforcement, exportable logs and Event Reporting are available. Enterprise healthcare customers can handle certain PHI after executing a BAA.

Can Smartsheet connect to our AI tools and wider stack?

Yes. Smartsheet states it has over 175 integrations and ships a Smartsheet MCP Server that connects to Claude, Microsoft Copilot, ChatGPT, Gemini and Amazon Quick, so users can ask questions and update work from the AI tool they already use. Enterprise systems such as Salesforce, SAP, Jira, ServiceNow, Tableau, Power BI and Workday are covered, and the Smartsheet API is free to licensed users on Business plans or higher.

What support is included, and is there an SLA?

Help and Learning content, the Smartsheet Community and web-based ticketing are included on every plan. Standard Support is included with Enterprise and available as an add-on for Business; Premium Support and Technical Account Managers are add-ons. Smartsheet publishes a 99.9% availability SLA for Enterprise plans, backed by multi-region redundancy, but does not publish a support response-time commitment on its public pages.