En savoir plus sur Smartsheet

Smartsheet est une plateforme d'exécution du travail en ligne qui permet aux organisations de toutes tailles de planifier, gérer, automatiser et rapporter le travail.

En savoir plus sur Smartsheet

Avantages :

Dashboards can be a nice way to have an overview with links to different sheets if you have a project with several documents, and are willing to spend the extra time and money to set it up.

Inconvénients :

It's also sometimes difficult to tell where user error plays a role in mathematic mistakes. I'd like to see more effort put into these areas.

Smartsheet - Notes

Note moyenne

Simplicité d’utilisation
4,3
Service client
4,3
Fonctionnalités
4,3
Rapport qualité-prix
4,3

Probabilité de recommander le produit

8,4/10

Smartsheet a reçu une note globale de 4,5 étoiles sur 5 d'après 2 300 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (2 300)

Utilisateur vérifié
Formateur (Madagascar)
Utilisateur LinkedIn vérifié
Logiciels, 2-10 employés
Temps d'utilisation du logiciel : Version d’essai gratuite
Source de l'avis

Un sheet très avancés

5 il y a 2 ans

Commentaires : Bien

Avantages :

Le fait que tout ce dont on a besoin pour gérer presque tout de A à Z soit déjà là... on ne peut pas faire mieux comme sheet erichis et structurés. Le travail est bien fait en tout cas

Inconvénients :

La durée de la version gratuite est trop courte

Judy N.
Judy N.
DEBT RECOVERY OFFICER (Singapour)
Utilisateur LinkedIn vérifié
Services financiers, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

" Remote Control Access Management System "

5 la semaine dernière Nouveau

Avantages :

Ease of deployment and usability. Scheduling and Rescheduling of tasks capabilities. Centralization of teams. Maximum team productivity. Instant online messaging and chatting. Capabilities of projects budgeting and planning. Simple setups and plugins.

Inconvénients :

My organisation and I have to complain since implementation.

Kartik G.
Staff Engineer (É.-U.)
Produits alimentaires, 1 001-5 000 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Project/Program Management Game Changer !

5 la semaine dernière Nouveau

Commentaires : Its been a great experience working with smartsheets. Love the customizable functionality where one can add or remove functionalities as per the need. Easy to track progress and work on task simultaneously. Great for setting up automation tool and a secure software so you don't have to worry about cyber security anymore .

Avantages :

Smartsheet has been a game changer and has been successful in offsetting multiple software and tools all at once due to its versatility and easy of use as the perfect project management/program management tool. Its a great tool to have in your pocket if you are in project/program management. Collaboration cross-functionally is improved tremendously with smart sheets and its functions. The spreadsheet based system is easy to learn and adapt.

Inconvénients :

Would like to see more visual based project management tools like kanban, timeline views etc. Activity log could be improved.

Utilisateur vérifié
Product Owner (Australie)
Utilisateur LinkedIn vérifié
Logiciels, 51-200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Smartsheet, a project management tool!

3 il y a 3 semaines Nouveau

Commentaires : Overall, Smartsheet was a good option while overall project tracking and management. It helps us to manage the budget and keep records of expenses. It also assisted in KPIs management for the teams.

Avantages :

It is easy to manage the timeline, milestone tracking, budget and expense tracking. When it comes to reporting, it is way more classy than any other tool in the market. We can select and show data from different sheets to represent. Smartsheet help different teams collaborate, manage, and report on the project(s) in real-time.

Inconvénients :

While creating tasks, it is not that interactive like other competitors in the market. Not that much friendly to manage and track tasks and bugs.

Alternatives envisagées : monday.com

Pourquoi passer à Smartsheet : Because we needed something through which we can manage and track different aspects of our software project in one platform. As compared with Monday.com (back in 2016), we found smartsheet more suitable for our projects.

Utilisateur vérifié
Project Manager (É.-U.)
Utilisateur LinkedIn vérifié
Banque, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Flexible tool for many needs

5 il y a 4 mois

Commentaires : We used smartsheet for two main purposes, one was creating and sharing project schedules and assigning task owners. The other was sharing out content for review and proofing. It is easy to store documents on a task and have comments back and forth.

Avantages :

Smartsheet is very flexible and can be used for a variety of needs. It is what it says - a spreadsheet on steroids with several additional capabilities you won't find in Excel or Google Sheets. The Gantt chart for scheduling is great for visualizing and sharing milestones with teams.

Inconvénients :

The adoption can be hard for new users. There are so many features that it can be overwhelming for the "casual" user.

Alternatives envisagées : Google Sheets et Microsoft Excel

Pourquoi passer à Smartsheet : The additional capabilities for attaching documents, tagging owners, and creating Gantt charts was a key differentiator.

Brandon B.
Consultant (É.-U.)
Services financiers, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Smartsheet is an easy, cloud-based solution to managing your company

5 il y a 3 semaines Nouveau

Commentaires : I was impressed with Smartsheet since the first time I was introduced. It made tracking progress very easy. Our team had no problem getting up to speed very quickly.

Avantages :

Since it is cloud-based, it's extremely easy to allow the team to see everything in real time. There are no excuses anymore for team members who say they don't know what is going on.

Inconvénients :

I know what the software is intended to do, so I can't say I like something least. Of course, there is a cost to it, but it's reasonable for what you get.

Alternatives envisagées : Lucidchart et Microsoft Excel

Pourquoi passer à Smartsheet : Smartsheet was designed to do what I want--project management. Other offerings are designed to do other things.

Kay F.
Sr. Marketing Manager (É.-U.)
Divertissement, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Easy to use, measurable productivity increase

4 il y a 2 mois Nouveau

Commentaires : Has been overall a big win for productivity on our team. It's not overly complicated software but makes multi-channel projects much easier to manage across departments.

Avantages :

Outside stakeholder sharing opportunities though invite views has made collaboration much, much easier with clients. The format works for non-technical staff, which is made onboarding less no so painful. The add-ons and functions look simple but are well thought out and make general workflow much easier then folder sharing + spread sheets.

Inconvénients :

Would like there to be tab option like inside a traditional excel document to better manage complex project pieces in one place as oppose to switching between files. There should also be an option to view share particular views and pull parent-child data from other sheets (a la Trackvia).

Alternatives envisagées : TrackVia

Pourquoi passer à Smartsheet : Smartsheet was more economical.

Utilisateur vérifié
System Engineer (É.-U.)
Utilisateur LinkedIn vérifié
Services et technologies de l'information, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Smartsheet simplifies list and data management

5 le mois dernier Nouveau

Commentaires : Over the course of three years, I used SmartSheet to manage a project team, including recording tasks. Pleased with the results, I successfully convinced the company's management to switch from their present system to this one. Definitely a useful tool.

Avantages :

Using this software has made it much easier to send out forms. It is extremely well integrated with Google Docs, which makes it possible to collect data in a time-saving manner. This program appeals to me mostly because of the wide range of options it provides. Because it's web-based and shareable, no additional software has to be downloaded or installed.

Inconvénients :

There isn't much negative to say about this situation. Excel-like capabilities that I'm accustomed to are lacking. Mostly auto-populate, with a few bars and formulae thrown in for fun. Rather than replacing spreadsheets, computations, and Pivot tables, this is more of an information-sharing and project management tool.

Utilisateur vérifié
Digital Marketing Manager (É.-U.)
Utilisateur LinkedIn vérifié
Mode et vêtements, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Highly effective in streamlining and managing tasks

4 il y a 3 semaines Nouveau

Commentaires : Smartsheet are used to help with product launches. We use Smartsheet to keep track of the different teams engaged in the product launch process and the current status of each item. It helps us stay on track and keep our heads down.

Avantages :

In terms of communication, we've noticed a big improvement. Form and automated notification feature allowed us to cut down on the number of email exchanges required to begin a project as well as notify those involved at its conclusion.

Inconvénients :

Because of its Excel-like user interface, Smartsheet may not be as 'fluid' as other options such as Trello, Basecamp, or Asana. Perhaps I'm missing something because I'm not familiar with what Smartsheet has to offer. Overall, I have no complaints about Smartsheet because of the way my team and I are required to use it for our work.

Utilisateur vérifié
civil engineering (Turquie)
Utilisateur LinkedIn vérifié
Génie civil, Travailleur autonome
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Smartsheet Sm

4 il y a 5 jours Nouveau

Commentaires : I have been using this program for a long time and my most important point is to follow up my work, not to miss any detail, it was the application I preferred first when I took my notes on this subject.

Avantages :

This may be the application I use most about my real profession, it is really great in terms of project planning, tracking and monitoring the process.

Inconvénients :

I have not had any bad impressions about this program that I am most compatible with when using it in the business field.

Mathew L.
Mathew L.
Development Architecht (É.-U.)
Utilisateur LinkedIn vérifié
Produits pharmaceutiques, 10 000+ employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Workload of features all in the same place

5 le mois dernier Nouveau

Commentaires : Project tracking with tasks, gant, milestones and time tracking

Avantages :

Every time I discover a new thing that can be done on smarthsheet is like, what? you can also do this?. Yes you can, you can do almost everything you imagine related to a project

Inconvénients :

Having so many possible festures implies you need to be very tidy and keep everything organised

Jessica D.
Jessica D.
Game Programmer (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

It's simple to monitor progress and simultaneously work on a project

4 il y a 4 jours Nouveau

Commentaires : Implementation and usability simplicity. Tasks can be scheduled and rescheduled. Organization of teams at one place. Achieving the best possible results as a team. Instant messaging and online talking through the internet. Project budgeting and planning capabilities. Plugins and configurations are easy to use.

Avantages :

This app's ease of use and ability to manage projects and send updates are fantastic. Easily adjustable and a lifesaver when it comes to streamlining the way work gets done and keeping track of individual tasks. It is a more business-oriented variant of the other spreadsheet applications. Templates might also be useful.

Inconvénients :

My wish is that reminders and automatic emails based on task management/workflow would be sent. It has been a while since I used this, so things may have changed. This would be a significant advancement in the software's capabilities.

Nour A.
Structural Engineer (Jordanie)
Construction, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

the most effective tool for coordinating team efforts and keeping track of projects

5 il y a 3 mois

Commentaires : Smartsheet For anyone who wants to apply project management practically and scientifically he must invest in this application, as the formation of a work team that adopts the approach of cooperation and information sharing to achieve the goals will have a significant impact on the establishment of that organization and achieving impressive results.

Avantages :

Smartsheet is an application with innovative ideas and advanced project management methodologies. The program assists organizations in completing projects by keeping all members of the organization informed of project updates, allowing them to accomplish assignments and activities on time. And it's all done in a straightforward technique that everyone can use. After everyone completes the updates, project management, and stakeholders will be able to extract status reports and determine if the work is progressing ahead or behind schedule. Many hours were saved by eliminating meetings and interviews to learn something new or update the work schedule, where everyone may share presentations and live chat with all members. With Smartsheet, everyone knows their assignments, deadlines, and most importantly, the reality of the project work. Smartsheet addressed the requirement to locate an integrated project archive that comprised all phases and to which it was returned, especially if a claim or time extension request was required, saving a lot of time and work.

Inconvénients :

There is nothing impractical in the Smartsheet, it is easy to use, it has a great interface, all the commands are well-defined.

Whit B.
Director of Marketing and Communications (É.-U.)
Enseignement supérieur, 51-200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Good, if you have the resources to get started

5 il y a 5 mois

Commentaires : We use Smartsheets as a way to connect our small team and manage projects while many of us are virtual. We loved the features so much that we continued to use the system well after we returned to the office. We create project tracking spreadsheets with milestones and deadlines where we can assign each other tasks. If any of us were trained in Project Management, we could probably get quite aa bit more about of the software but being a small team, we only have the capacity to scratch the surface.

Avantages :

Smartsheets is a really straightforward Project Management software that is easy to use and helpful in tracking projects and assigning tasks. The spreadsheet-based tracking works like excel with added views and features that allow you to manage projects across a team with ease. I love the calendar views and the ability to prioritize and set deadlines.

Inconvénients :

We are a small team without a dedicated project manager and had to set everything up ourselves. This was fine for very simple project tracking and the templates are helpful, but it got very complicated when trying to customize the templates.

Alternatives envisagées : Trello et monday.com

Pourquoi choisir Smartsheet : We wanted something with more tracking and reporting features. Smartsheets was not the only option out there but it met our needs and our budget.

Logiciel antérieur : Trello

Pourquoi passer à Smartsheet : For the simplicity of the UX. The spreadsheet-based project tracking was familiar and simple to implement. We loved the additional capabilities but may have overestimated our capacity to implement them.

Mohamed E.
Mohamed E.
Compliance Analyst (Égypte)
Utilisateur LinkedIn vérifié
Banque, 501-1 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

The best workflow Automated tool

5 il y a 6 mois

Commentaires : Overall experience with smartsheet is amazing it saves alot of time for me and my team as now there are specific users responsible for submitting sales tickets for new vendors and once they make it an automated mail send to the reviewers for reviewing and once they finish it another automated mail send to the Manager for approval and after final approval there's mail sent to all partners in the ticket having the approval of this request or rejection and reason of approval or rejection, all of this is done automatically with recorded workflow which is amazing tool

Avantages :

The amazing features in smart sheet are many but we can say that automated mails for specific un completed tasks and the workflow for creating automatic mails send to specific users that tasks had assigned to them automatically is fantastic, as no need to see the new tasks and assign it manually, once the ticket created it will be assigned by default according to the workflow ro the specified mentioned users

Inconvénients :

I consider Smart sheet one of the best tools in last 2 years which related to ticketing and analytical purposes however if the data in the sheet increased this may lead to hanging and taking too much time in reloading however it needs high internet connection speed for stability and good performance

Alternatives envisagées : Google Analytics 360 et Excel Analyzer

Pourquoi passer à Smartsheet : Smartsheet having good cost and can be integrated to company software beside the customer support of smartsheet if there's any sudden issue and finally smartsheet having some features like work flow and automation process which showed easily in the interface and not complicated so any of the team can start doing his own workflow process

Omar O.
Director of IT (É.-U.)
Produits alimentaires, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Smartsheets for everyday management

5 il y a 7 mois

Commentaires : To me, the best combination of the ease of use and familiarity of a spreadsheet with the complexity of a project management tool. Very satisfied

Avantages :

The tool is more than a project management tool. I use it to manage my department's budget, collaborate with internal and external team members. I like that I can access it from anywhere I am

Inconvénients :

Could use some of the more advanced functionality like automatically keeping track of KPIs such as Earned Value, schedule variance, etc. I would like it if I could "play" with effort vs duration without affecting the main baseline until I am ready and obviously, I would like to keep history of baseline changes

Alternatives envisagées : Clarity Software, monday.com et Wrike

Pourquoi choisir Smartsheet : Looking for something affordable, cloud-based that would allow us to collaborate and manage projects in one single repository

Logiciel antérieur : Microsoft Project et Asana

Pourquoi passer à Smartsheet : The right balance of cost, ease of use, and functionality

Paul W.
Director of IT & Project Management (É.-U.)
Télécommunications, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Take the Giant Step Up from Excel!

5 il y a 7 mois

Commentaires : It significantly improved and increased our efficiency and effectiveness in order and project management. This is our second year of our subscripition and we don't see any reason to change to anything else for what we have to do.

Avantages :

Many are using MS Excel to track projects and orders... If this is your world, then you have to try out Smartsheet! Excel like User Interface that does a whole lot more. Schedule reminders, automate tasks, work flow, and the list goes on... and yet, the with the straightforward simplicity of a familiar EXCEL like environment. Other Project Management tools are great, but for those of us that like the EXCEL look and feel, you will find Smartsheet super easy to adopt and you will love the awesome features it provides. Smartsheet also regularly sends out tips on how to improve your processes and ideas on how to use it in many other ways.

Inconvénients :

When compared to some of the other solutions like Trello, BaseCamp or Asana, Smartsheet may not be as 'flexible' since it adheres to an Excel like user interface. Maybe this is because of my lack of knowledge in all aspects of Smartsheet's features? Overall, there's not much I don't like about Smartsheet for the way me and my team has to use it.

Alternatives envisagées : Trello, Basecamp et Asana

Pourquoi choisir Smartsheet : Most of our team members were using Excel and the familar user interface ensured a high adoption rate versus the other PM tools.

Pourquoi passer à Smartsheet : We love the user interface that is similar to Excel and knew more of our team members would embrace Smartsheet because of this.

Michael B.
Training Manager (É.-U.)
Gestion de l'enseignement, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

SmartSheet is a robust cloud-based project management system

4 il y a 8 mois

Commentaires : We have been able to bring huge teams together with so much more ease by using SmartSheet. People of all skill sets can leverage the tracking tools available, making it easy for any PM to track their project(s).

Avantages :

Easy to integrate, just log in and go. It's so easy that anyone can use the system - not much training is required. SmartSheet's online community of job aids, training items, etc. is fantastic and robust - and gets you through every issue from small to advanced, if needed - and if not, you can reach out to a wonderful support team. This product brings together all your team members, especially in this remote Covid-19 world. You'll love using SmartSheet - it's SO much better than desktop-based PM solutions.

Inconvénients :

There is a learning curve due to the fact there are slight differences in using SmartSheet vs. what you might be used to already. But, that's really it - there are some things it just can't do - and other things that require a lot of setup and tweaking - but they're worth it - if you have the right project for it!

Kevin w N.
Sr. Consultant (É.-U.)
Banque, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Smartsheet Viepoint from Power Excel User

5 il y a 8 mois

Commentaires : Overall experience has been terrific for project management and collaboration.

Avantages :

Love workflow capabilities, automations, ability to designate column types, column types that allow multiple selections (not available in Excel data validation), collaboration, ability to immediately see cell changes, ability to track cell changes via cell history.

Inconvénients :

Lack of worksheet tabbing often means sheets have way too many columns than I prefer (makes navigation unwieldy). I use the product a lot to track descriptive/narrative changes to cells; while it's easy to see a cell that has been changed based on an update request, and the history of the before and after, it would be very beneficial to be able to see the changes in change-tracking mode like Word such that edits are more readily visible. While I like the ability to designate columns by type, for example a checkbox column, there are times when I'd like to be able to designate only a range of cells in a column as a certain type, then be able to use a different type in the rest of the column.

Shannon Y.
Project Manager (É.-U.)
Santé, bien-être et fitness, 501-1 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Smartsheet is like Excel & PowerPoint had a child

4 il y a 8 mois

Avantages :

Smartsheet is a great option for middle of the road users that don't need the powerhouse complexity of excel, but need more standardization and features to organize tasks than simple task management like Trello. Its user friendly and has the capability to move data from one team to another through automations, reports, messaging, and data display. The more users, the data, or the moving parts the more difficult Smartsheet is to use, but in my experience most people don't run into those complexities.

Inconvénients :

Smartsheet is new compared to a lot of other project management software and they're developing new features all the time. In some ways this is wonderful because they take customer feedback seriously and implement changes relatively quickly. However, I feel that it doesn't quite know what its going to be yet and there are limitations around data display that require time consuming work arounds or out of the box thinking. For example. I can aggregate data into a report but I can't display portions of a report on a dashboard in a chart. There are pivot table add ons that are not as simple as say an excel pivot so I essentially have to make my own pivot using formulas to chart data. It works, but its round-about and features that might improve this process are extra.

Erika M.
Director of Digital Product Development (É.-U.)
E-learning, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

I chose this and love it

5 il y a 9 mois

Avantages :

The ability to share sheets and collaborate is absolutely essential between myself and my teams. I like that all of the Smartsheets that I have access to can be organized into folders for easy retrieval and love the ability to pin sheets or go to the most recently accessed to be able to easily find the one I'm looking for. They also often introduce new features, which is great. Also, the automation tools, like the ability to notify someone when a row or field changes, is absolutely key with the way we do business to ensure that everyone is always on the same page.

Inconvénients :

This is nit-picky, but I do not like setting up rules for a sheet, and then the email that is sent to people looks like it is sent from "me." I would rather have the email come from Smartsheet instead my email address because in many cases I set up the rules for others and it appears that I am emailing them about it but that is not the case.

Derek W.
Project Manager (É.-U.)
Construction, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Smartsheet: The only reason I have time for vacation

5 il y a 9 mois

Commentaires : We have solved a plethora of project schedule tracking needs, paired with a system to house our files and notes with a meaningful and useful structure. I use Smartsheet for a 1000 different reasons, and hope that new tools and features keep getting added to my toolbox.

Avantages :

My favorite tool in Smartsheet would have to be a combination use of automated reminders, overdue milestone reports, assigning staff to tasks, and running detailed reports to check on my team's current progress. Paired with cross sheet cell linking, index/match where needed, and Datamesh when running large scale reporting when conditional formatting may be needed is a bundle of brilliance. Simply a great batch of tools for the job.

Inconvénients :

No file renaming option. Limited sheet summary report functionality. Limited batch update tools to revise and align current project sheets. Lack of permission settings without additional purchased feature packages.

Alternatives envisagées : Microsoft Project

Pourquoi choisir Smartsheet : After reviewing the functionality of Smartsheet and the tools it had to offer, we quickly realized that we were missing out on this toolset and Smartsheet could automate the repetitive tasks that our humans were completing. Now we have freed up the extra time needed to allow our current staff to problem solve, rather than spending the day stuck in repetitional tasks.

Pourquoi passer à Smartsheet : MS Project simply does not have all of the tools needed for success. Smartsheet captures all of the vital points that MSP has to offer and pairs it with real time linking and much more.

Jonathan B.
Preconstruction Manager (É.-U.)
Construction, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Smartsheet for Homebuilding company

5 il y a 9 mois

Commentaires : Customer service is really amazing.

Avantages :

I love the ability to create tasks and basically create as many filters as I want/need. The new dashboard feature is really nice. I use it for our design requests, precon schedule and we are currently working on using it in our construction schedule. Some slight bugs and limitations but overall working well.

Inconvénients :

The calendar apps is just awful. Don't recommend using it. Very limited ability. I wish they would just make tweak the calendar view slightly. Need the ability to show multi columns on calendar date. Also would be nice to display calendar view on a dashboard without publishing it. That on works horribly on the mobile version. We have a lot of field guys and the mobile version is not the best for viewing stuff.

Nick A.
Nick A.
Managing Director (R.-U.)
Utilisateur LinkedIn vérifié
Meubles, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A flexible tool only limited by your imagination and ability with formulae

5 il y a 10 mois

Commentaires : Smartsheet has been transformational for our business. As a small bespoke kitchen manufacturer (21 staff) we have some industry specific software for design and quoting, but most out of the box ERP software doesn't fit. We don't have an IT department so anything we use needs to be robust, and my background in programming has enabled us to implement some nifty systems using Smartsheet, but without the hassle of actually writing and then maintaining our own programs. Excel just doesn't compare, and is not cloud native so just doesn't work so well even in Office 365. We genuinely cannot live without it.

Avantages :

Cloud based - available everywhere to everyone Flexibility - it's not only a project management tool, it can do most things that Excel can do, but often better. Specifically column formulae are a fantastic recent addition that enables sheets to become almost unbreakable

Inconvénients :

Nothing major. There are some minor gripes: - Slack integration doesn't allow tagging of individuals, and cannot allow a variable to determine which channel to send the message to - Cannot yet control heirarchy with formulae, I hope this function will come eventually

Megan C.
Megan C.
Producer, Owner (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Critical in daily management

5 il y a 10 mois

Commentaires : I absolutely love the software and the company. The system meets our needs and is flexible when we need to make adjustments. While the cost is fairly high to start up, annually it is worth the cost, as it streamlines our processes and allows us to be more efficient.

Avantages :

This is the tool we use every day, every hour, to track all of our enrollments and clients. Our team monitors enrollments and other CRM tools don't give us the flexibility to track multiple events and data points. It's Excel but on steroids with multiple functions and features. We're using it more and more every day for reporting up to our management team on progress for our client events.

Inconvénients :

I'm not so good at the formulaic side of things and making sheets talk to each other, or building a dashboard, is not an intuitive process. There are not step by step instructions or visuals which is something I need personally. It's a lot of trial and error in getting things set up. When I first started, it was very expensive to work with someone who helped build the infrastructure base and looking back there are many things I'd have done differently if I'd understood it a little better. A lot of the consultation time was wasted in trying to get the person to understand what we were trying to achieve.