Flexible CRM for small businesses

Easily manage your leads, contacts, customers, sales pipeline, and so much more in Smartsheet.

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Keep deals moving forward with sales pipelines

Smartsheet is a cloud-based platform that can help your team effectively manage sales pipelines in one location. Track and manage efforts, surface open and at-risk opportunities, and provide real-time visibility to improve forecasting.

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Why use Smartsheet for CRM

Easy to use and customize

Easily customize Smartsheet to track your leads or clients in the format that works for you. View deals by stage, rep, value, or any custom dimension.

Start with a template

Access our template gallery full of free, helpful templates to help you hit the ground running.

Automate reminders for follow up

Quickly set up automated reminders to get alerts on leads that need to be followed up with, customers up for renewal, etc.

I would hands down recommend Smartsheet. I have been a user for over 7 years and I absolutely think this is the best CRM/ spreadsheet out there. It is easy to use, easy to understand, and easy to make it do all the heavy lifting for you.

Amy W., Small Business (50 or fewer emp.), G2

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Smartsheet integrates with the tools you already use

Smartsheet integrates with 70+ apps like Gmail, Google Calendar, Google Drive, Outlook, Slack, Dropbox, DocuSign, and more to work with and improve your current processes. Most integrations are free with any Smartsheet plan.

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