Used For

• +**Your sales reps forget to follow up on hot leads** → Automated reminders and email sequences handle the nagging so deals don't die in your pipeline
• +**Project status updates are scattered across email threads and Slack** → Real-time dashboards show everything in one place, no more hunting for updates
• +**Your dev team's roadmap is a mess of sticky notes and guesswork** → Proper sprint boards with story points, epics, and customer feedback prioritization
• +Math operations in automations - calculate budgets and rollups without needing Zapier or custom code
• +Interactive maps for location data - track field teams or regional sales without switching to another tool

Best For

• >Your sales team is tracking leads in 6 different spreadsheets and missing follow-ups
• >You're duct-taping Airtable + Zapier + 3 other tools and want it all in one place
• >Operations manager tired of manually updating project status across Slack, email, and dashboards

Not For

• -Teams under 10 people — you're paying for 3 minimum seats and features you'll never use
• -Anyone wanting simple task management — this is database-first thinking that'll overcomplicate basic to-dos
• -Companies needing custom mobile apps or GPS tracking — it's still just fancy tables, not app-building

Pairs With

• *HubSpot (for actual CRM functionality that SmartSuite visualizes but doesn't replace)
• *Slack (where your team gets pinged about overdue tasks and status changes)
• *Google Calendar (to sync project deadlines with actual human schedules)
• *Zapier (because despite all the built-in automation, you'll still need weird integrations)
• *QuickBooks (for real accounting since SmartSuite's math operations only go so far)
• *Mailchimp (for email campaigns that aren't just automated task reminders)

The Catch

• !The $25/user starting price assumes you want the basic stuff — automations and good integrations push you toward higher tiers fast
• !You'll spend your first month building the perfect workflow instead of actually working — the flexibility is a productivity trap
• !50,000 automation runs sounds like a lot until your sales team starts auto-logging every email and Slack mention

Bottom Line

Smartsheet is what happens when a spreadsheet gets an MBA and decides your entire workflow needs governance.