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 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