Smartsheet Sales
Collaborative worksheets for any size sales team. File sharing, interactive Gantt, notifications. Unlimited FREE collaborators!
What is Smartsheet Sales?
Stats
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Summary
Redefine how your sales team collaborates on pipelines, forecasts, and lead activity. With Smartsheet’s familiar spreadsheet format, there’s no learning curve so your team can focus on what matters: selling.
❝"Thanks to Smartsheet, we have an airtight sales pipeline in place to catch all lead information that comes in and then act on it - nothing falls through the cracks.❞ —Kyle Ball, Owner Horizon Home Real Estate
Smartsheet is packed with great features, from sharing and collaboration to automatic alerts and reminders for follow-up. Try Smartsheet today with our FREE 30-day trial!
✔ Customizable templates for sales pipeline rollups, managing lead information, expense tracking, and more ✔ Run a summary report to roll up information from all pipelines ✔ Access via mobile and tablet devices and stay connected everywhere ✔ Switch between grid, calendar, and Gantt timeline views
Google Integration ✔ Google Drive: Attach documents and files directly to any row to keep track of information such as contracts, presentations, or invoices
User reviews
User reviews summary
Pros
- Easy to use for financial reports and controls
- Good for building ISO 9001 management structure
- Based on a spreadsheet platform
Cons
- Expensive for some users
- Limited features without paying
- Some users experienced trial expiration issues
Most mentioned
- Expensive
- Easy to use
- Trial expiration
Recent reviews
Safety
Risk impact
Smartsheet Sales is safe to use. It does not request any sensitive permissions.
Risk likelihood
Smartsheet Sales has earned a fairly good reputation and likely can be trusted.