Overview
Collaborative worksheets for any size sales team. File sharing, interactive Gantt, notifications. Unlimited FREE collaborators!
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 ✔ Gmail: Import your Google Contacts into Smartsheet and assign ownership of leads ✔ Calendar: Overlay on Google Calendar for a complete schedule overview
3.6 out of 557 ratings
Google doesn't verify reviews. Learn more about results and reviews.
Ron LegarskiFeb 21, 2020
RONINSIDE
Renso LegiusJul 8, 2017
I've started to use smartsheet about 3 years ago. Best choice ever. For me it's an ideal platform to register my financial reports and controls. It gives me and my colleagues the much needed structure. The sharing possibilities make it an online dossier when ever and where ever available. I've managed to build an ISO 9001 management structure in it. Which gives structure and overview due the way sheets can be connected and pdf, xls, jpeg etc items can be attached. We use a Team plan for €1... Show more
Olawale AdenijiSep 30, 2015
Be fast,dont waste your time,the best CRM Tools.
Details
- Version2.5.1
- UpdatedAugust 12, 2015
- Size51.51KiB
- Languages6 languages
- Developer
- Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
Privacy
Support
For help with questions, suggestions, or problems, please open this page on your desktop browser