Le 20 migliori alternative a Smartsheet nel 2026
Migliori alternative a Smartsheet: la shortlist
Le migliori alternative a Smartsheet per software CRM di marketing uniscono monitoraggio flessibile dei progetti, flussi di lavoro personalizzabili e robusti strumenti di collaborazione. Se stai cercando alternative a Smartsheet, probabilmente desideri piattaforme che combinino funzionalità CRM con gestione progetti. Questi strumenti aiutano il tuo team marketing a gestire campagne, tracciare lead e centralizzare i dati dei clienti, supportando contemporaneamente la pianificazione dei progetti e il monitoraggio delle attività tra i vari team. Scegliere l'alternativa giusta può significare una migliore integrazione con i tuoi strumenti attuali, automazioni più intuitive ed un'esperienza più fluida per tutto il reparto commerciale. In questa guida troverai opzioni adatte a diverse esigenze di marketing, così da poter scegliere con sicurezza il CRM che meglio si adatta ai tuoi obiettivi e processi.
Che cos'è Smartsheet?
Smartsheet è una soluzione di project management basata su cloud per la collaborazione e l'automazione dei flussi di lavoro. Permette ai team di organizzare le attività, monitorare i progressi e gestire il lavoro tramite un'interfaccia flessibile in stile foglio di calcolo. Grazie a funzioni avanzate, strumenti di collaborazione e supporto per flussi di lavoro agili, Smartsheet aiuta i team a coordinare i progetti e automatizzare le attività ripetitive. Include anche funzionalità come monitoraggio delle ore lavorate, insieme a una versione gratuita e a piani a pagamento scalabili.
Perché Fidarsi delle Nostre Recensioni Software
Testiamo e recensiamo software RevOps dal 2022. In quanto leader RevOps, sappiamo quanto sia fondamentale (e difficile) scegliere il software giusto. Investiamo in ricerche approfondite per aiutare il nostro pubblico a prendere decisioni più consapevoli nell’acquisto di software. Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso RevOps e abbiamo scritto più di 1.000 recensioni dettagliate.Scopri come manteniamo la trasparenza & la nostra metodologia di valutazione dei software.
Riepilogo delle migliori alternative a Smartsheet
Questa tabella comparativa riassume i dettagli sui prezzi delle mie migliori alternative a Smartsheet, per aiutarti a trovare quella più adatta al tuo budget e alle tue esigenze di business.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for spreadsheet tools with API integrations | Free plan available | From $5/user/month (billed annually) | Website | |
| 2 | Best for docs, tasks, and knowledge management | Free plan available | From $10/user/month (billed annually) | Website | |
| 3 | Best for flexible spreadsheet-database tracking | Free plan available | From $20/user/month (billed annually) | Website | |
| 4 | Best for CRM with pipeline tracking | Free plan available | From $10/seat/month (billed annually) | Website | |
| 5 | Best for all-in-one work management | Free plan + free demo available | From $7/user/month (billed annually) | Website | |
| 6 | Best for structured task and project tracking | Free plan available | From $10.99/user/month (billed annually) | Website | |
| 7 | Best for visual workflow management | Free plan available | From $9/user/month (billed annually) | Website | |
| 8 | Best for open-source no-code databases | Free trial + free plan available | From $10/user/month (billed annually) | Website | |
| 9 | Best for advanced project collaboration | 14-day free trial + free plan available | From $10/user/month (billed annually) | Website | |
| 10 | Best for CRM with workflow automation | Free plan + 15-day free trial + free demo available | From $14/user/month (billed annually) | Website |
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Recensioni delle migliori alternative a Smartsheet
Qui sotto trovi i miei riassunti dettagliati delle migliori alternative a Smartsheet presenti nella mia shortlist. Le mie recensioni offrono una panoramica dettagliata delle funzionalità, integrazioni e i migliori casi d’uso di ogni piattaforma, così da aiutarti a individuare la soluzione ideale per te.
Stackby is a spreadsheet-style database platform designed for marketers and agencies who want to organize campaigns, contacts, and workflows in a highly customizable way. If you need to blend familiar spreadsheet views with database power for managing leads and marketing projects, Stackby is built for flexibility.
Who Is Stackby Best For?
Marketing teams and agencies who want to customize campaign tracking and automate workflows using spreadsheet-style databases.
Why Stackby Is a Good Smartsheet Alternative
I picked Stackby because its API column feature lets my team pull live data from tools like YouTube, Clearbit, or Mailchimp directly into a spreadsheet-style table—no manual data entry needed. I like how each column can be connected to an external API, so our campaign performance data updates automatically inside the same view where we manage tasks. My team also uses Stackby's form views to capture leads and feed them straight into our tracking tables. In practice, that means we're managing contacts, campaign data, and workflows all in one place without stitching together separate tools.
Stackby Key Features
- Multiple view types: Switch between grid, kanban, calendar, gallery, and timeline views to visualize campaign and contact data in different layouts.
- Advanced form builder: Build forms with conditional logic and 30+ field types to capture leads and feed responses directly into your tables.
- Reporting and dashboards: Build real-time dashboards using charts, pivot tables, and summary boxes through the Stackby Apps Marketplace.
- AI field agents: Add AI models directly into table columns using your own OpenAI, Gemini, or Anthropic API keys to generate content or analyze data.
Stackby Integrations
Integrations include Slack, Clearbit, YouTube, Mailchimp, Intercom, Facebook Ads, Google Analytics, Shopify, Microsoft Teams, Airtable, and more.
Pros and Cons
Pros:
- AI field agents for content generation
- Multiple view types for campaign management
- API columns pull live data into tables
Cons:
- Limited offline access for remote work
- No built-in workflow automation builder
Notion is a flexible workspace platform that lets marketing teams combine CRM databases, project tracking, and campaign documentation in one place. If you want to centralize your marketing workflows and customize every detail, Notion gives you a modular approach that adapts to your process.
Who Is Notion Best For?
Marketing and operations teams at startups or agencies who want to unify CRM, project management, and documentation in one customizable workspace.
Why Notion Is a Good Smartsheet Alternative
I picked Notion because it lets my team build a fully custom CRM database using linked databases and filtered views—without being locked into a rigid template. I like how Notion's relation and rollup properties let us connect contact records to deal pipelines and campaign pages in a single workspace. My team uses Notion's database templates to spin up new campaign trackers that automatically inherit our existing CRM structure. In practice, that means we're managing contacts, tasks, and content briefs in one place instead of switching between tools.
Notion Key Features
- Timeline view: Visualize project schedules and dependencies across a drag-and-drop timeline to track deadlines and resolve blockers.
- Synced blocks: Write content once and have it automatically update across every page where it appears in your workspace.
- Forms: Collect structured input from your team or external contacts, then trigger tasks and database entries directly from submissions.
- AI Autofill: Automatically populate database fields like status updates, user stories, and key results across project records.
Notion Integrations
Integrations include Salesforce, Microsoft Teams, Asana, GitHub, Google Drive, Make, Trello, Jira, Slack, Figma, Webex, and more.
Pros and Cons
Pros:
- Linked databases connect projects, contacts, and tasks
- Real-time collaboration with granular permissions
- Modular databases support custom CRM structures
Cons:
- Permissions can get complex in large workspaces
- Importing large spreadsheets can be slow
Airtable is a flexible project management software for marketing teams who want to organize campaigns, manage contacts, and track projects in a spreadsheet-style interface. If you need a CRM that adapts to your workflows and supports collaboration across content, events, or lead management, Airtable is worth a look.
Who Is Airtable Best For?
Marketing teams at startups and agencies who want a customizable CRM for campaign and project management.
Why Airtable Is a Good Smartsheet Alternative
I picked Airtable because it bridges the gap between a spreadsheet and a relational database in a way that Smartsheet doesn't. My team uses Airtable's linked records to connect contacts, campaigns, and deals in a single base, so nothing lives in isolation. I also appreciate the gallery and kanban views, which let us switch between a visual pipeline and a structured data table depending on what we're working on. In practice, that means my team can manage lead tracking and campaign planning in the same place without juggling multiple tools.
Airtable Key Features
- Workflow automation: Set up trigger-based automations to send notifications, update records, or create tasks without manual input.
- Interface designer: Build custom dashboards and data entry forms on top of your existing bases using a drag-and-drop editor.
- AI field agents: Run large-scale AI tasks across your data, like analyzing campaign feedback or researching leads, directly within a base.
- Pre-built CRM templates: Start with a ready-made CRM structure and customize fields, views, and workflows to match your sales process.
Airtable Integrations
Integrations include Gong, Jira, Azure DevOps, and more.
Pros and Cons
Pros:
- Pre-built templates speed up CRM setup
- AI field agents automate campaign analysis tasks
- Relational databases support complex marketing data
Cons:
- No built-in resource management tools
- Limited Gantt chart and timeline features
HubSpot CRM is a unified platform built for marketing, sales, and service teams who want to manage customer relationships and campaigns in one place. If you need a marketing CRM that connects contact management, email, and automation with reporting, HubSpot CRM brings everything together for better visibility and collaboration.
Who Is HubSpot CRM Best For?
Marketing and sales teams at small to midsize businesses who want a unified platform for managing customer relationships and campaigns.
Why HubSpot CRM Is a Good Smartsheet Alternative
I picked HubSpot CRM because it connects marketing, sales, and service data in one place without needing separate tools for each function. My team uses HubSpot CRM's contact timeline to see every email, meeting, and deal interaction in one view, which makes handoffs between marketing and sales much cleaner. I also like how the marketing email builder ties directly into contact lists and lifecycle stages, so we can trigger campaigns based on where someone is in the pipeline. In practice, that means my team can run targeted outreach without ever leaving the CRM.
HubSpot CRM Key Features
- Deal pipeline management: Track and manage open deals across customizable pipeline stages with a visual board view.
- Reporting dashboard: Build a shared dashboard that pulls marketing, sales, and service data into one centralized view.
- Lead capture forms: Create custom forms to convert website visitors into contacts directly inside the CRM.
- Meeting scheduler: Share a booking link that syncs with your calendar so prospects can schedule time without back-and-forth emails.
HubSpot CRM Integrations
Integrations include Gmail, Outlook, Mailchimp, Shopify, Slack, Google Ads, Intercom, Asana, Microsoft Dynamics 365, and more.
Pros and Cons
Pros:
- Native email tracking and scheduling tools
- Visual sales pipeline with drag-and-drop stages
- Built-in marketing automation for lead nurturing
Cons:
- No project management Gantt chart view
- Custom reporting locked behind higher tiers
ClickUp is a flexible platform that brings tasks, docs, and CRM features together for marketing teams who want to manage campaigns and pipelines in one place. If you need customizable workflows and detailed tracking for both projects and leads, ClickUp is built to handle complex marketing operations.
Who Is ClickUp Best For?
Marketing and operations teams at startups and growing businesses who want a unified workspace for tasks, docs, and CRM.
Why ClickUp Is a Good Smartsheet Alternative
I picked ClickUp because it replaces multiple tools by combining task management, docs, and CRM in one workspace. I like how ClickUp's custom fields and views let my team track leads alongside campaign tasks without switching platforms. My team uses the Docs feature to build campaign briefs and SOPs directly inside the same workspace where we manage execution. In practice, that means our marketing and ops workflows stay connected from planning through to the pipeline.
ClickUp Key Features
- Gantt chart view: Visualize project timelines and manage task dependencies with a drag-and-drop Gantt chart layout.
- Whiteboards: Brainstorm and map out campaign strategies on a visual canvas that links directly to tasks.
- Automations: Set trigger-based rules to automatically update task statuses, assignees, or priorities without manual input.
- Goals: Define high-level objectives and track progress automatically through linked tasks and milestones.
ClickUp Integrations
Integrations include Slack, GitHub, HubSpot, Google Drive, Outlook, Figma, Zoom, Microsoft Teams, Dropbox, and more.
Pros and Cons
Pros:
- Hierarchical structure supports complex campaign planning
- Built-in time tracking for marketing projects
- Customizable dashboards for campaign and pipeline tracking
Cons:
- No built-in spreadsheet-style data editing
- Gantt chart view lacks advanced dependency options
Asana is a project management platform built for marketing teams who need to coordinate campaigns, content, and creative work across departments. If you want a Smartsheet alternative that makes it easy to visualize projects, assign tasks, and automate routine processes, Asana gives you a flexible workspace to keep everything organized.
Who Is Asana Best For?
Marketing teams at growing companies who need a flexible system to manage cross-functional projects and campaign workflows.
Why Asana Is a Good Smartsheet Alternative
I picked Asana because its multi-view project layouts—list, board, timeline, and calendar—let my team switch between views without duplicating any work. I like how Asana's workflow builder lets us automate task assignments, status changes, and due date reminders based on triggers we define. My team uses Asana's cross-project portfolio view to track every active campaign in one place, so nothing slips through when multiple teams are working in parallel. In practice, that means we spend less time in status meetings and more time moving work forward.
Asana Key Features
- Custom fields: Add tailored data labels to tasks—like campaign stage, priority, or budget—then sort and filter across projects.
- Forms: Standardize incoming work requests so your team captures all the details they need before a task even starts.
- Workload view: See each team member's task load in one view to quickly spot who's over capacity and reassign work.
- Goals: Connect individual tasks and projects directly to company-wide objectives to track progress in real time.
Asana Integrations
Integrations include Slack, Google Drive, Microsoft Teams, Salesforce, Zoom, Dropbox, Gmail, Jira, HubSpot, and more.
Pros and Cons
Pros:
- Real-time dashboards for campaign tracking
- Custom item types for marketing workflows
- Built-in proofing for creative asset review
Cons:
- Task ownership limited to one assignee per task
- No native time tracking requires external tools
monday.com is a flexible work management platform that helps marketing teams organize campaigns, track leads, and collaborate across projects. If you want a CRM that combines visual workflows with customizable boards, monday.com is a strong option for managing marketing pipelines and team tasks.
Who Is monday.com Best For?
Sales and marketing teams at mid-sized businesses who want a visual, customizable CRM for managing campaigns and pipelines.
Why monday.com Is a Good Smartsheet Alternative
I picked monday.com because it combines project management and CRM in a single platform, which removes the need to switch between tools when managing campaigns and tracking leads. I like how monday.com CRM lets my team build custom pipelines with color-coded status columns, so we can see exactly where each deal or campaign stands at a glance. My team also uses the workload view to balance tasks across team members during busy campaign periods. In practice, that means we're managing both the marketing execution and the sales pipeline without ever leaving the platform.
monday.com Key Features
- Lead scoring: Automatically score leads based on custom criteria to prioritize outreach across your pipeline.
- Email sequences: Send personalized email sequences and mass emails directly from monday CRM with open tracking included.
- 360° contact view: Log all contact activity, communications, and account details in a single record for full customer visibility.
- AI email composer: Generate and rephrase emails using AI directly within the CRM, with smart template suggestions built in.
monday.com Integrations
Integrations include Salesforce, QuickBooks, HubSpot, Zendesk, GitHub, Slack, Gmail, Google Calendar, Outlook, and more.
Pros and Cons
Pros:
- CRM and project management in one workspace
- Board templates speed up campaign setup
- Visual automations simplify repetitive marketing tasks
Cons:
- Field-level permissions are not available
- No built-in document editing or storage
New Product Updates from monday AI Work Platform
monday.com Adds Managed Columns Across Boards
monday.com adds Managed Column to let teams standardize and reuse column labels across multiple boards from a single source of truth. The update helps organizations maintain consistency, clarity, and centralized control at scale. For more information, visit monday.com’s official site.
Baserow is a no-code database platform for teams who want to build custom CRM solutions without technical barriers. If you need full control over your marketing data and flexible collaboration, Baserow gives you spreadsheet simplicity with database power.
Who Is Baserow Best For?
Marketing and operations teams at startups or agencies who want open-source, customizable CRM databases.
Why Baserow Is a Good Smartsheet Alternative
I picked Baserow because it lets my team self-host the entire platform, which means our marketing data never touches a third-party server. I like how Baserow's row-level permissions let us control exactly who can view or edit specific contact records. My team uses Baserow's custom views—including gallery, kanban, and form views—to manage campaign pipelines without rebuilding our data structure. In practice, that means we get a fully customizable CRM database that we own and control end-to-end.
Baserow Key Features
- No-code automation builder: Build trigger-based workflows using visual logic with branches, conditions, and loops to automate repetitive data tasks.
- Application builder: Compose custom pages and dashboards on top of your database tables without writing any code.
- API-first architecture: Every feature in Baserow is accessible via API, making it straightforward to connect external tools and build custom integrations.
- Kuma AI assistant: Describe your data management process in plain language and let Kuma generate the database structure and fields for you.
Baserow Integrations
Integrations include n8n, Make, Zapier, Webhooks, Anthropic, Pipedream, Lindy, Jira Issues, and more.
Pros and Cons
Pros:
- Visual database schema designer included
- Real-time collaboration with granular permissions
- Open-source with full self-hosting support
Cons:
- No built-in workflow automation builder
- Limited reporting and analytics features
Wrike is a project management platform built for marketing and operations teams who need to coordinate complex campaigns and track deliverables across multiple stakeholders. If you’re looking for a Smartsheet alternative that combines task management, proofing, and real-time collaboration, Wrike gives you a centralized workspace to keep projects moving.
Who Is Wrike Best For?
Marketing project managers at mid-sized or enterprise organizations coordinating cross-functional campaigns and approvals.
Why Wrike Is a Good Smartsheet Alternative
I picked Wrike because its custom workflow builder lets my team define exactly how tasks move through review, approval, and launch stages—without forcing us into a generic template. I like how Wrike's request forms automatically route incoming work to the right team members and trigger pre-built workflows the moment a form is submitted. My team uses Wrike's interactive Gantt charts to map campaign dependencies and adjust timelines in real time when priorities shift. In practice, that means we spend less time chasing status updates and more time executing.
Wrike Key Features
- Proofing: Review and annotate images, videos, and documents directly within tasks without downloading files.
- Dashboards: Build custom dashboards with real-time widgets to track task status, workload, and project progress.
- Custom item types: Create tailored work items—like briefs, campaigns, or tickets—with their own fields, workflows, and views.
- Kanban boards: Visualize task progress across customizable columns to manage sprint backlogs and campaign stages.
Wrike Integrations
Integrations include Salesforce, Microsoft Teams, Google Drive, Adobe Creative Cloud, QuickBooks, Tableau, Power BI, Zoom, Miro, and more.
Pros and Cons
Pros:
- Real-time dashboards for campaign tracking
- Custom item types for marketing workflows
- Built-in proofing for creative asset review
Cons:
- Limited spreadsheet-style data manipulation
- No built-in email marketing tools
New Product Updates from Wrike
Wrike Introduces New Files View and Dashboard Files Widget
Wrike adds a refreshed Files View and new Dashboard Files Widget with faster performance, improved accessibility, smarter grouping, better gallery behavior, and expanded filtering. For more information, visit Wrike's official site.
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Zoho CRM is a flexible platform for businesses that want to manage sales, marketing, and customer support in one place. If you need a marketing CRM that handles multichannel communication and customizable workflows, Zoho CRM gives you the tools to centralize and automate your customer engagement.
Who Is Zoho CRM Best For?
Sales and marketing teams at growing businesses who need customizable CRM workflows and multichannel communication.
Why Zoho CRM Is a Good Smartsheet Alternative
I picked Zoho CRM because it lets my team manage multichannel sales and marketing outreach—email, phone, social, and live chat—without switching between tools. I really like the Canvas design studio, which lets us customize the CRM layout to match how our team actually works, rather than forcing us into a rigid default view. My team also uses Zoho CRM's workflow rules and Blueprint feature to map out structured sales processes with defined stages, conditions, and actions. In practice, that means we can enforce consistent follow-up steps across the team without manually tracking who did what.
Zoho CRM Key Features
- Territory management: Assign leads and accounts to specific sales territories based on rules like geography, industry, or deal size.
- Sales forecasting: Set revenue targets by rep, team, or territory and track progress against forecast goals in real time.
- Lead enrichment: Automatically pull additional contact and company data into lead records to fill in missing information.
- Journey orchestration: Build and automate end-to-end customer journeys that trigger actions based on prospect behavior and engagement.
Zoho CRM Integrations
Integrations include Google Workspace, Microsoft 365, Mailchimp, Slack, QuickBooks, Shopify, Zoom, LinkedIn, WhatsApp, and more.
Pros and Cons
Pros:
- AI-powered lead scoring and sales insights
- Multichannel communication from a single dashboard
- Built-in sales and marketing automation tools
Cons:
- Limited project management and task dependencies
- No spreadsheet-style grid editing for records
New Product Updates from Zoho CRM
Zoho CRM Adds Zia Email Summaries and ABM Updates
Zoho CRM adds Zia Email Summaries for AI-powered email insights and Account-Based Marketing enhancements for improved account targeting and engagement. These updates help teams understand customer interactions faster, manage segments, and optimize marketing workflows. For more information, visit Zoho CRM’s official site.
.Altre alternative a Smartsheet
Ecco alcune altre alternative a Smartsheet che non sono rientrate nella mia shortlist, ma che vale comunque la pena considerare:
- Basecamp
For team collaboration and projects
- Insightly
For CRM with project management
- Keap
For sales and marketing automation
- Trello
For visual workflow management
- SharpSpring
For revenue growth automation
- EngageBay
For unified marketing and sales CRM
- Bitrix24
For all-in-one CRM and collaboration
- Pipedrive
For visual sales pipelines
- Freshsales
For AI-driven sales CRM
- ActiveCampaign
For marketing automation and CRM
Criteri di selezione per le alternative a Smartsheet
Nella scelta delle migliori alternative a Smartsheet da includere in questa lista, ho considerato le esigenze comuni degli acquirenti e i principali punti dolenti relativi ai software CRM per il marketing, come la gestione di campagne multicanale e il monitoraggio dell’engagement dei lead. Ho inoltre utilizzato il seguente quadro di riferimento per garantire una valutazione strutturata ed equa:
Funzionalità principali (25% del punteggio totale)
Per essere inclusa nell’elenco, ciascuna soluzione doveva coprire questi casi d’uso comuni:
- Acquisire e organizzare lead e contatti
- Tracciare attività di vendita e marketing
- Gestire pipeline e fasi delle trattative
- Automatizzare i follow-up e i promemoria
- Generare report e analisi
Caratteristiche extra distintive (25% del punteggio totale)
Per restringere ulteriormente il campo, ho cercato anche funzionalità uniche, come:
- Punteggio lead e approfondimenti guidati dall'IA
- Costruttori di workflow o percorsi visivi
- Strumenti di comunicazione multicanale integrati
- Dashboard e moduli personalizzabili
- Automazione marketing integrata
Usabilità (10% del punteggio totale)
Per valutare l'usabilità di ciascun sistema, ho considerato i seguenti aspetti:
- Navigazione semplice e intuitiva
- Design dell'interfaccia pulito e moderno
- Numero minimo di clic per completare le attività chiave
- Visualizzazioni e layout personalizzabili
- Prestazioni reattive su web e mobile
Onboarding (10% del punteggio totale)
Per valutare l'esperienza di onboarding di ciascuna piattaforma, ho preso in esame i seguenti fattori:
- Tour o walkthrough guidati del prodotto passo dopo passo
- Disponibilità di video formativi e webinar
- Template predefiniti per i workflow più comuni
- Chatbot in-app o configurazione guidata
- Strumenti di importazione e migrazione dati semplici
Assistenza clienti (10% del punteggio totale)
Per valutare i servizi di assistenza clienti di ogni fornitore software, ho considerato i seguenti elementi:
- Disponibilità di chat dal vivo o supporto telefonico
- Knowledge base online dettagliata
- Tempi di risposta rapidi alle richieste
- Accesso a forum comunitari o gruppi di utenti
- Onboarding proattivo o gestione dell'account
Rapporto qualità-prezzo (10% del punteggio totale)
Per valutare il rapporto qualità-prezzo di ciascuna piattaforma, ho considerato i seguenti criteri:
- Piani tariffari trasparenti e flessibili
- Funzionalità incluse in ogni fascia di prezzo
- Disponibilità di prova gratuita o piano gratuito
- Nessun costo nascosto o contratti a lungo termine
- Sconti per abbonamenti annuali o voluminosi
Recensioni dei clienti (10% del punteggio totale)
Per avere un'idea della soddisfazione generale dei clienti, ho valutato i seguenti aspetti nelle recensioni dei clienti:
- Feedback positivo sulle funzionalità principali
- Segnalazioni di affidabilità e uptime del sistema
- Commenti sulla facilità d'uso e di apprendimento
- Esperienze con la qualità del supporto clienti
- Percezione del valore rispetto ai concorrenti
Perché cercare un'alternativa a Smartsheet?
Sebbene Smartsheet sia una buona scelta tra i software crm per il marketing, ci sono diverse ragioni per cui alcuni utenti cercano soluzioni alternative. Potresti essere alla ricerca di un'alternativa a Smartsheet perché…
- Hai bisogno di automazione interna per vendite e marketing
- Desideri funzionalità CRM e di pipeline più avanzate
- Richiedi strumenti di comunicazione multicanale più approfonditi
- Hai bisogno di moduli personalizzabili per workflow unici
- Vuoi approfondimenti guidati dall'IA e punteggio lead
- Hai bisogno di una migliore integrazione con strumenti specifici per il tuo settore
Se ti ritrovi in una di queste situazioni, sei nel posto giusto. Il mio elenco contiene diverse opzioni di software crm per il marketing che sono più adatte a team che affrontano queste sfide con Smartsheet e che cercano soluzioni alternative.
Funzionalità principali di Smartsheet
Ecco alcune delle funzionalità principali di Smartsheet, così puoi confrontare e valutare le alternative disponibili:
- Vista a griglia: Organizza e monitora i dati in un'interfaccia utente simile a un foglio di calcolo, facile da usare e immediata per piccoli team, con una curva di apprendimento ridotta.
- Gantt: Visualizza le tempistiche e le dipendenze per progetti complessi, supportando la pianificazione e una chiara definizione delle tappe.
- Flussi di lavoro automatici: Automatizza le attività ripetitive e migliora la gestione dei carichi di lavoro con flussi basati su regole e componenti aggiuntivi opzionali.
- Strumenti di collaborazione: Favorisci il lavoro di squadra con aggiornamenti in tempo reale, commenti e condivisione di file tra i team.
- Cruscotti: Crea cruscotti personalizzati per monitorare l'avanzamento dei lavori con un'interfaccia intuitiva e visibilità centralizzata.
- Moduli: Raccogli dati in modo efficiente, integrandoli con il tuo ecosistema di strumenti.
- Gestione delle risorse: Gestisci la capacità e l’assegnazione del team per una migliore distribuzione del carico di lavoro tra i progetti.
- Allegati di documenti: Mantieni i file organizzati e accessibili grazie alle funzionalità di condivisione integrate.
- Registro attività: Tieni traccia delle modifiche e garantisci la trasparenza per team e servizi professionali.
- Connettori di integrazione: Collegati a strumenti come Zoho Projects e altri per espandere il tuo flusso di lavoro tra diversi sistemi ed esplorare le migliori alternative.