BookSteam vs. Smartsheet

To schedule single contact (like a welcome or monitoring call) and highlight other services like a specific one-off webinar or recordings to watch. To provide more regular scheduling like a series of calls/classes.

Incentivized

The Smartsheet platform is extremely similar to Microsoft Excel, so if you are familiar with Excel, you will pick Smartsheet up quickly. Even if you aren't Smartsheet has a relatively simple user interface, meaning just about anyone can learn it. One thing to note is that the interface is that some may consider the interface so simple that they feel the need to look for more robust platforms. If you have a small to medium project that needs to be manages in a central hub, Smartsheet would be a great fit. If you have a very large project, I might consider looking into more advanced platforms.

Incentivized

• Syncing BookSteam schedule with my iPad calendar. Whenever appointments is made online, it shows up in my iCal.
• Payment integration. We set it up so when clients schedule appointments online, they are required to leave a deposit, otherwise they can't book. This cuts down on clients who are not serious about showing up.
• SMS reminders. Clients receive automated sms reminders which almost eliminated no shows.

• The easy to use dashboard has enabled us get comprehensive view of projects across the entire business.
• It has streamlined internal communication with ease of sharing information across different teams.
• Smartsheet automates our workflows, enhances collaboration and ensures there are no data silos.
• I like that it saves time for us and ensures we spend less time switching between apps.

Incentivized

• Might be a more complex tool - needs its learning curve
• The possibility to use it as a way to provide classes or webinars in series may be a bit complicated

Incentivized

• Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
• Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency

Incentivized

Smartsheet has made my work life easier. Reduced my email significantly. Smartsheet and SaneBox have got me leaving the office with 0... Yes 0 emails in my inbox. My inbox would reach 150-250 email per day. Smartsheet brought that number down significantly and SaneBox took it the rest of the way. Do yourself a favor and check out SaneBox, too.

Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions

Incentivized

They're a smaller company but they've always given great service when we rarely need to reach out. Pretty good online content but a bigger user base would help to produce more content in a self-sufficient community much as we see with Salesforce. To be fair we haven't needed their direct customer support very often. The sales guys are nice and not too pushy!

Incentivized

Work with the Smartsheet support team to get the best overall. If no one in your organization has used Smartsheet before, the support team will get things started. We had a couple of people who had used this product before and it was a great help in getting our framework together how we wanted to use it.

I tried to use few other scheduling systems before but I always thought they were somewhat incomplete, something was always missing, from design point of view to missing features. For me it's always about ease of use and how everything is organized. I can say that BookSteam got it all figured out and I recommend it

Smartsheet is a dedicated project management tool that is built on spread sheet principles. When compared to Microsoft's own offering, Smartsheet came out on top in some areas like dedicated project management features vs having to build custom features to Microsoft 365. However when you compare them on price, Microsoft 365 definitely has more value than Smartsheet.

Incentivized

• Customers are happy as they can book themselves online any time.
• Our staff is happy as they have their own access.

• Our positive ROI has decreased the overall cost in project management as it reduced the amount of MS project licenses we needed.
• We have also seen a positive ROI on using the cloud storage and it automatically supports proper version control.

Incentivized