20 Best Smartsheet Alternatives in 2026
Best Smartsheet Alternatives Shortlist
Here’s my shortlist of the best Smartsheet alternatives:
The best Smartsheet alternatives for marketing CRM software combine flexible project tracking, customizable workflows, and strong collaboration tools. If you’re searching for Smartsheet alternatives, you’re likely looking for platforms that blend CRM capabilities with project management features. These tools help your marketing team manage campaigns, track leads, and centralize customer data while supporting project planning and task tracking across teams. Choosing the right alternative can mean better integration with your existing tools, more intuitive automation, and a smoother experience for your whole revenue team. In this guide, you’ll find options that fit a range of marketing needs, so you can confidently pick the CRM that matches your goals and processes.
What Is Smartsheet?
Smartsheet is a cloud-based project management solution for collaboration and workflow automation. It lets teams organize tasks, track progress, and manage work through a flexible, spreadsheet-style interface. With advanced features, collaboration features, and support for agile workflows, Smartsheet helps teams coordinate projects and automate repetitive tasks. It also includes capabilities like timesheet tracking, along with options for a free version and scalable paid plans.
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Best Smartsheet Alternatives Summary
This comparison chart summarizes pricing details for my top Smartsheet alternative selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for docs, tasks, and knowledge management | Free plan available | From $10/user/month (billed annually) | Website | |
| 2 | Best for spreadsheet tools with API integrations | Free plan available | From $5/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 $9/user/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/seat/month (billed annually) | Website | |
| 8 | Best for open-source no-code databases | 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 | 15-day free trial available | From $14/user/month (billed annually) | Website |
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Pipedrive CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3 -
Creatio CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
monday CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Smartsheet Alternatives Reviews
Below are my detailed summaries of the best Smartsheet alternatives that made it onto my shortlist. My reviews offer a detailed look at the features, integrations, and best use cases of each platform to help you find the best one for you.
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
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
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.com
monday.com's AI Blocks Now Available to All Users
monday.com AI Blocks are now available to all users, enabling teams to integrate AI directly into workflows. This rollout helps automate tasks and improve productivity across projects. 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
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
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 Makes System Dashboards Editable
Zoho CRM's system-defined dashboards are now editable, allowing customization of charts for better insights. For more information, visit Zoho CRM's official site.
.Other Smartsheet alternatives
Here are some additional Smartsheet alternatives that didn’t make it onto my shortlist, but are still worth checking out:
- Bitrix24
For all-in-one CRM and collaboration
- Trello
For visual workflow management
- Basecamp
For team collaboration and projects
- EngageBay
For unified marketing and sales CRM
- Freshsales
For AI-driven sales CRM
- Keap
For sales and marketing automation
- SharpSpring
For revenue growth automation
- Insightly
For CRM with project management
- Pipedrive
For visual sales pipelines
- ActiveCampaign
For marketing automation and CRM
Smartsheet Alternatives Selection Criteria
When selecting the best Smartsheet alternatives to include in this list, I considered common buyer needs and pain points related to marketing crm software products, like managing multichannel campaigns and tracking lead engagement. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Capture and organize leads and contacts
- Track sales and marketing activities
- Manage pipelines and deal stages
- Automate follow-up and reminders
- Generate reports and analytics
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven lead scoring and insights
- Visual workflow or journey builders
- Built-in multichannel communication tools
- Customizable dashboards and modules
- Integrated marketing automation
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Simple and intuitive navigation
- Clean and modern interface design
- Minimal clicks to complete key tasks
- Customizable views and layouts
- Responsive performance on web and mobile
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Step-by-step product tours or walkthroughs
- Availability of training videos and webinars
- Prebuilt templates for common workflows
- In-app chatbots or guided setup
- Easy data import and migration tools
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Live chat or phone support availability
- Detailed online knowledge base
- Fast response times to inquiries
- Access to community forums or user groups
- Proactive onboarding or account management
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Transparent and flexible pricing plans
- Features included at each pricing tier
- Free trial or free plan availability
- No hidden fees or long-term contracts
- Discounts for annual or volume commitments
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Positive feedback on core features
- Reports of reliable system uptime
- Comments on ease of use and learning
- Experiences with customer support quality
- Value perception compared to competitors
Why Look For A Smartsheet Alternative?
While Smartsheet is a good choice of marketing crm software, there are a number of reasons why some users seek out alternative solutions. You might be looking for a Smartsheet alternative because…
- You need built-in sales and marketing automation
- You want more advanced CRM and pipeline features
- You require deeper multichannel communication tools
- You need customizable modules for unique workflows
- You want AI-driven insights and lead scoring
- You need better integration with industry-specific tools
If any of these sound like you, you’ve come to the right place. My list contains several marketing crm software options that are better suited for teams facing these challenges with Smartsheet and looking for alternative solutions.
Smartsheet Key Features
Here are some of the key features of Smartsheet, to help you contrast and compare what alternative solutions offer:
- Grid view: Organize and track data in a familiar spreadsheet-style user interface that’s user-friendly and easy for small teams to adopt with a minimal learning curve.
- Gantt charts: Visualize timelines and dependencies for complex projects, supporting planning and clear roadmapping.
- Automation workflows: Automate repetitive tasks and improve workload management with rule-based workflows and optional add-ons.
- Collaboration tools: Enable teamwork with real-time updates, comments, and file sharing across teams.
- Dashboards: Build custom dashboards to monitor progress with an intuitive interface and centralized visibility.
- Forms: Collect data efficiently while integrating with your broader ecosystem of tools.
- Resource management: Manage team capacity and allocation for better workload management across projects.
- Document attachments: Keep files organized and accessible with built-in file sharing capabilities.
- Activity log: Track changes and maintain transparency for teams and professional services use cases.
- Integration connectors: Connect with tools like Zoho Projects and others to expand your workflow across systems and explore the best alternatives.