Smartsheet

Smartsheet’s mission is to empower anyone to drive meaningful change. The company aims to provide a versatile and scalable platform for dynamic work, enabling organizations of all sizes to plan, manage, automate, and report on work. Smartsheet’s goal is to equip teams with the tools to enhance collaboration and efficiency, allowing them to overcome traditional productivity barriers.

In the market, Smartsheet is recognized as a powerful and highly customizable work management platform. It is particularly well-regarded for its robust automation, reporting, and dashboard functionalities, which provide clear visibility into complex projects. The platform is trusted by a majority of Fortune 500 companies, reflecting its strong enterprise-level reputation. While some users find the interface can be challenging to master, Smartsheet is generally seen as a valuable tool for teams that need a structured, spreadsheet-centric solution for cross-functional coordination and project management at scale.

Offerings, Capabilities, and Integrations

Smartsheet is a dynamic, cloud-based work management platform designed to empower teams to manage projects, automate workflows, and build new solutions. Its core offering centers on a familiar, spreadsheet-like interface, which enhances usability while providing robust project management capabilities. Smartsheet’s platform is built for scalability, supporting a wide range of use cases across various departments and industries. Key capabilities include project and portfolio management, resource management, content collaboration, and workflow automation. Smartsheet provides multiple views for tracking work, such as grid, Gantt, card, and calendar views. The platform’s competitive edge lies in its flexibility, allowing users to customize solutions without needing to code. Smartsheet also offers enterprise-grade security, which is a critical factor for large organizations. Smartsheet integrates with a wide array of popular business applications, including Microsoft 365, Google Workspace, Salesforce, and Slack, enabling it to serve as a central hub for work and connect data across different systems.

Products and Services

Smartsheet’s primary offering is its collaborative work management platform, which is available through a subscription-based model with different pricing tiers, including Pro, Business, and Enterprise plans. The platform itself is the flagship product, providing a suite of features for planning, tracking, and automating work. In addition to its core platform, Smartsheet offers a range of premium applications and connectors that extend its functionality.

  • Smartsheet Platform: The foundational product that allows users to manage projects, automate processes, and collaborate in real-time. It features sheets, reports, dashboards, and forms to organize and manage work.
  • Control Center: A premium application designed for managing projects and portfolios at scale. It enables automated project provisioning and provides portfolio-level visibility.
  • Data Shuttle: A premium app that automates the import and export of data between Smartsheet and other systems, such as ERPs and CRMs.
  • Dynamic View: This premium app allows business processes to be configured to show the right information to the right people at the right time.
  • Brandfolder: An integrated digital asset management platform that helps marketing and creative teams manage and distribute their content.
  • Premium Connectors: Smartsheet offers connectors for applications like Jira, Salesforce, and Microsoft Dynamics 365 to enable seamless data synchronization between platforms.
  • AI Tools: Smartsheet has incorporated artificial intelligence features to help users generate formulas, summarize text, and gain insights from their data.

Target Customers

Smartsheet targets a broad range of customers, from small teams to large enterprises, across numerous industries. The platform is utilized by a majority of Fortune 500 companies. Key industries that commonly use Smartsheet include manufacturing, business services, retail, technology, healthcare, and finance. Smartsheet provides tailored solutions for specific departments within organizations, such as marketing, IT, operations, and project management offices (PMOs).

Target customers benefit from Smartsheet’s ability to provide a single source of truth for their work, which improves visibility and accountability. For marketing and creative teams, Smartsheet helps to manage campaigns, accelerate content review, and gain real-time visibility into performance. IT departments and PMOs use Smartsheet to manage complex projects and portfolios, track progress, and allocate resources effectively. For enterprise customers, Smartsheet offers the security, scalability, and governance features necessary to manage work across the entire organization. The platform’s no-code nature empowers business users to create their own solutions, reducing reliance on IT departments and increasing agility.

Cloud Integrations and Marketplaces

Smartsheet integrates with major cloud platforms and maintains a presence on their respective marketplaces, allowing customers to connect their work management processes with their existing cloud infrastructure and services.

  • Amazon Web Services (AWS): Smartsheet is available in the AWS Marketplace with its Business and Enterprise plans. This allows customers to procure Smartsheet through their AWS account, and the expenditure can count towards an organization’s AWS enterprise spend commitment. Smartsheet also offers a connector for Amazon Q Business, an AI-powered assistant, to query information managed within Smartsheet.
  • Microsoft Azure: Smartsheet is offered on the Microsoft Azure Marketplace. The marketplace listing emphasizes its integration with Microsoft Entra ID, which enables enterprise single sign-on capabilities. Smartsheet also provides a specific Connector for Azure DevOps, designed to facilitate collaboration between business and development teams. Additionally, partner-built solutions can integrate Smartsheet with Azure services like Azure OpenAI.
  • Google Cloud: Smartsheet provides extensive integrations with the Google Workspace suite of applications. Through the Google Workspace Marketplace, users can find add-ons such as Smartsheet for Google Docs, which allows for the creation of documents from Smartsheet data. Other integrations connect Smartsheet with Google Drive, Google Calendar, and Gmail. While Smartsheet integrates with these Google applications, it is not listed on the Google Cloud Marketplace for infrastructure and platform services. Google Cloud’s admin console does support setting up single sign-on with Smartsheet using SAML.

Key People

  • Executive Chair and Acting CEO: Sunny Gupta
  • President, CEO & Director: Mark P. Mader
  • Chief Financial Officer: Pete Godbole
  • Chief Revenue Officer: Michael J. Arntz
  • Chief Marketing Officer: Andrew Bennett
  • Chief Operating Officer: Stephen Branstetter
  • Chief Product Officer and EVP of Engineering: Praerit Garg
  • Chief Legal Officer: Jolene Marshall
  • Co-Founder and Director: Brent Frei

Key Facts

  • Headquarters: Bellevue, Washington.
  • Number of Employees: Approximately 3,330.
  • Annual Revenue: $958.3 million for the fiscal year ending January 31, 2024.
  • Parent Company: Blackstone Inc. and Vista Equity Partners.
  • Subsidiary Companies: More than 10, including Brandfolder, Inc., Artefact Product Group, LLC, and Smartsheet UK Limited.
  • Publicly Listed: No.

Analyst Recognition

Multiple analyst groups recognize Smartsheet in the collaborative work management and portfolio management technology categories.

  • Gartner names Smartsheet a Leader in the Magic Quadrant for Collaborative Work Management. Smartsheet was placed highest for its “Ability to Execute” in this category. Smartsheet was also recognized as a Customers’ Choice in the Gartner Peer Insights “Voice of the Customer” for Collaborative Work Management.
  • Forrester positions Smartsheet as a Leader in The Forrester Wave™ for Collaborative Work Management Tools. Additionally, Forrester named Smartsheet a Strong Performer in The Forrester Wave™ for Strategic Portfolio Management Tools. Brandfolder by Smartsheet was also recognized as a Strong Performer in The Forrester Wave™ for Digital Asset Management for Customer Experience.
  • IDC has been commissioned by Smartsheet to create papers and studies, including an IDC White Paper on the topic of Next-Gen Project and Portfolio Management and a study on the business value of using Smartsheet.

There is no information available to indicate that Smartsheet is recognized by the Everest Group.

Smartsheet

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