Smartsheet is a cloud-based work management software company centered on helping organizations plan, capture, manage, automate, and report on work at scale. Its platform combines spreadsheet-style familiarity with workflow automation, dashboards, reporting, governance, and collaboration so teams can move from initial request to measurable execution in one environment.
The company positions its offering around intelligent work management, using AI, data connectivity, and no-code configuration to help teams adapt faster and operate with more visibility. Smartsheet serves both departmental and enterprise use cases, supporting everything from individual projects to complex portfolios, cross-functional programs, and operational processes that require control, consistency, and real-time insight.
Offerings, Capabilities, and Integrations
Smartsheet delivers a configurable work management environment for project execution, portfolio coordination, intake, approvals, reporting, and process automation. Its capabilities span workflow design, dashboards, forms, role-based experiences, resource visibility, portfolio reporting, and administrative controls that help organizations standardize work without forcing every team into the same rigid operating model.
The platform is designed to connect with the broader business technology stack rather than operate in isolation. Smartsheet supports extensive integrations across collaboration, productivity, CRM, ITSM, analytics, content, and identity tools, including Microsoft, Google, Slack, Jira, Salesforce, ServiceNow, Tableau, Adobe Creative Cloud, Okta, and Microsoft Entra ID. It also offers data movement and low-code automation capabilities for connecting work across systems and reducing manual updates.
Products and Services
- Smartsheet: Core intelligent work management platform used to plan, capture, track, automate, and report on projects, programs, portfolios, and operational work in a flexible cloud-based environment.
- Smartsheet AI: AI layer for Smartsheet that helps users generate formulas and summaries, analyze data, surface insights, and use emerging capabilities such as Smart Assist, Smart Agents, and smarter automations.
- Advanced Work Management: Premium plan that bundles advanced Smartsheet capabilities for organizations managing work at larger scale, including premium apps, support, and services-oriented enablement.
- Brandfolder by Smartsheet: Digital asset management and content lifecycle solution for organizing, approving, distributing, and analyzing brand and creative assets at scale.
- Resource Management by Smartsheet: Resource and portfolio planning solution for matching skills, availability, and capacity to project demand and staffing needs.
- Control Center: Project and portfolio management capability that automates project creation, aggregates portfolio reporting, and manages change for consistent delivery at scale.
- Dynamic View: Premium app that controls what internal and external collaborators can see and act on, enabling process-specific, role-based visibility into shared data.
- WorkApps: No-code application builder for packaging sheets, reports, dashboards, and third-party content into role-based web and mobile experiences.
- Data Shuttle: Data movement capability that imports and offloads data between Smartsheet and external business systems, files, and databases.
- Bridge: Low-code automation product for building more complex, cross-sheet, and cross-system workflows with triggers, logic, API calls, and integrations.
- Portfolios: Out-of-the-box project and portfolio management capability for standardizing intake, project creation, rollup reporting, and portfolio visibility.
- Calendar App: Premium application for creating interactive, shareable calendars from Smartsheet data to coordinate schedules and timelines.
- DataMesh: Premium capability for mapping data between large sheets and reports to reduce duplicate entry and improve consistency.
Target Customers
Smartsheet targets a wide span of business users, from small and midsize teams to large enterprises that need stronger governance, scalability, and cross-functional visibility. Its core buyers include PMOs, enterprise PMOs, IT and operations leaders, marketing teams, creative operations groups, agency teams, and business units managing repeatable processes, launches, campaigns, events, and capital projects.
The company also serves industry-specific needs across government, construction, financial services, higher education, life sciences, nonprofit, manufacturing, retail, telecommunications, technology, energy and utilities, healthcare, human resources, sales, and media and entertainment. Its positioning is especially strong with organizations that need no-code configurability, enterprise controls, and integrations to connect work across existing systems.
Cloud Integrations and Marketplace
- AWS Marketplace: Smartsheet offers broader plan availability through AWS Marketplace, including Business and Enterprise plans as well as offerings such as Advanced Work Management and Resource Management.
- Microsoft AppSource: Smartsheet maintains a Microsoft marketplace listing that supports Microsoft identity integration, including single sign-on with Microsoft credentials through Microsoft Entra ID.
Key People
- Rajeev Singh: Chief Executive Officer
- Sunny Gupta: Executive Chair
- Josh Schauer: Chief Financial Officer
- Pratima Arora: Chief Product and Technology Officer
- Scott Torrey: Chief Revenue Officer
- Robson Grieve: Chief Marketing Officer
- Kelsi McDonald Harris: Chief Business Officer
- Toyan Espeut: Chief Customer Officer
- Nick Dunn: General Counsel
Key Facts
- Headquarters: Bellevue, Washington, United States
- Employees: Over 3,000
- Annual Revenue: More than $1B annual recurring revenue
- Parent Company: Funds managed by Blackstone and Vista Equity Partners
- Subsidiaries: About 11 subsidiaries, including Brandfolder, Inc., On Brand Holdings Inc., Smartsheet UK Limited, Smartsheet Australia Pty Ltd, and TernPro Inc.
- Publicly Listed: No
Analyst Recognitions
- Gartner: 2025 Gartner Magic Quadrant for Collaborative Work Management — Leader. 2025 Gartner Peer Insights Voice of the Customer for Collaborative Work Management — Customers’ Choice.
- Forrester: 2025 The Forrester Wave: Collaborative Work Management Tools, Q2 2025 — Strong Performer. 2026 The Forrester Wave: Strategic Portfolio Management Tools, Q2 2026 — Contender.
- IDC: 2023-2024 IDC MarketScape: Worldwide Collaborative Work Management Vendor Assessment — Leader. 2023-2024 IDC MarketScape: Worldwide Cloud Project and Portfolio Management Vendor Assessment — Leader.
