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Run Your Entire Small Business with Smartsheet

Running a business means wearing many hats, from operations and finances to marketing and customer service. Smartsheet provides an intelligent platform to plan, track, and manage all aspects of your small business in one place.

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Why should your small business use Smartsheet?

Small businesses often struggle with fragmented tools, outdated spreadsheets, and limited visibility across processes. Smartsheet combines task management, budget tracking, workflow automation, and reporting into a single platform. From managing projects and finances to coordinating teams and customer communications, Smartsheet helps small business owners streamline operations, improve efficiency, and maintain full control over their business.

product screen of strategic plan dashboard

Stay organized across your business

Keep all operations, tasks, and projects in one place

  • Centralize workflows for every department, from marketing to operations
  • Track projects, deadlines, and priorities with real-time dashboards
  • Avoid missed tasks and duplicate work with one source of truth
platform task automation

Save time with automation

Automate repetitive tasks and approvals

  • Build workflows that route approvals, update records, and trigger notifications automatically
  • Reduce manual work across finance, HR, marketing, and operations
  • Free your team to focus on high-value activities while Smartsheet handles routine tasks
Visualization for managing operations in Smartsheet

Make data-driven decisions

Gain insight into your business in real time

  • Visualize key metrics, trends, and KPIs with customizable dashboards
  • Forecast budgets, sales, and resource needs with confidence
  • Make informed decisions faster with accurate, live data

Ready to manage your entire small business in one place?

Smartsheet helps small businesses plan, track, and scale operations across projects, teams, and clients, giving you complete visibility into performance, resources, and growth.

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Key features for managing a small business with Smartsheet

Project and task management

Track projects from start to finish and manage small teams with ease. Organize tasks by priority, deadlines, or assignees, and monitor progress with Gantt charts, Boards, and Calendar views.

Budget and expense tracking

Manage your business finances in one place. Track revenue, expenses, and forecasts with live dashboards that automatically update as transactions occur.

Workflow automation

Streamline approvals, notifications, and recurring processes. Use triggers, conditional logic, and AI suggestions to eliminate bottlenecks in workflows.

Dashboards and reporting

Gain visibility into all aspects of your business. Create dashboards and reports that display sales, operations, marketing, and HR metrics at a glance.

Document management

Store, share, and collaborate on files securely. Centralize invoices, contracts, and reports so they are accessible to the right team members.

Collaboration and accountability

Keep teams aligned as your business grows. Assign owners, share real-time updates, comment directly on work, and ensure nothing falls through the cracks.

Smartsheet Gartner Magic Quadrant

Gartner® Magic Quadrant™

Smartsheet is recognized as a Leader in the Gartner® Magic Quadrant™ for Collaborative Work Management for the third consecutive year.

Learn why

Simplify complexity and run your entire business on a single platform.

Automate workflows, get visibility with real-time dashboards, and use free templates built for small businesses.

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Impact Housing unites teams and builds business visibility with Smartsheet

Cross-department collaboration and ownership powered by one connected platform

Impact Housing, a California-based real estate developer, uses Smartsheet to connect seven business units and manage operations across architecture, construction, and manufacturing, all in one central platform. By automating key processes, centralizing data, and creating dashboards that track performance in real time, Impact Housing has gained full visibility into its projects and operations. The result is a more agile, transparent business where every employee, from leadership to the field, owns their work, collaborates efficiently, and can focus on what matters most: building quality, affordable housing at scale.

“We’ve demonstrated how a relatively small company with complex interrelated verticals can work so smoothly by having its departments talk to each other and collaborate.”

Diego Morales

Senior Director of Finance and Operations, Impact Housing

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Read the Impact Housing customer story

One platform to run your small business—no matter the industry

Construction and trade work

Manage projects, budgets, and job sites with confidence. Small construction firms and tradespeople can track job progress, assign tasks, and manage bids or materials from anywhere. Smartsheet connects teams in the field and office, keeping every project on time and within budget.

Retail and e-commerce

Keep inventory, sales, and vendor communication in sync. Smartsheet helps small retailers and e-commerce businesses track stock levels, manage supplier orders, and monitor sales performance in real time. Connect data from multiple channels to ensure smooth operations from storefront to fulfillment.

Service-based businesses

Streamline client work and operations all in one place. From scheduling appointments to managing invoices and project timelines, Smartsheet helps service-based businesses stay organized and efficient. Automate recurring workflows and keep clients informed with real-time updates and dashboards.

Marketing and creative agencies

Keep client campaigns on track and on budget. Manage campaign timelines, content approvals, and creative assets in one shared workspace. Smartsheet gives marketing and creative teams real-time insight into workload, deadlines, and client performance metrics.

Consulting and professional services

Deliver projects efficiently and improve client visibility. Smartsheet helps consultants and professional service firms plan engagements, track deliverables, and report progress to clients. Centralize documentation, automate approvals, and maintain consistent communication across every project.

Nonprofits and community organizations

Maximize impact with streamlined programs and reporting. Nonprofits use Smartsheet to manage fundraising campaigns, track donations, and coordinate volunteers. Automate routine updates, maintain transparency with stakeholders, and focus more time on mission-driven work.

Pre-built small business management template solutions

Small business owners and teams can use these templates to organize operations, track projects, and manage workflows, all in one intelligent work management platform.

Smartsheet vs. Excel

Which platform is built for small business management?

Features

Smartsheet

Microsoft Excel

Project managementCentralized dashboards, Gantt charts, task dependenciesSeparate static sheets, no live collaboration
Workflow automationAutomated approvals, triggers, and updatesManual workflows, prone to errors
Budget trackingReal-time financial tracking and dashboardsStatic spreadsheets, manual updates
CollaborationLive updates, comments, and attachments in one placeVersion control issues, email attachments
>ReportingDynamic dashboards with KPIs and trendsManual charts and summaries

 

If you’re managing more than a few spreadsheets, Smartsheet gives your small business the structure, automation, and collaboration tools spreadsheets can’t. Track projects, clients, and finances in one connected workspace, automate routine updates, and keep everyone aligned in real time, all without jumping between tabs and files.

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Integrations

Smartsheet connects effortlessly with the small business tools you already use. Connect with the tools your small business already uses, like QuickBooks, Xero, Slack, Microsoft 365, Google Workspace, Dropbox, and DocuSign. Turn updates into action across systems automatically.

Small Business Management Software FAQs

Smartsheet allows you to manage projects, track budgets, automate approvals, and collaborate with your team in one intelligent work management platform. Customizable dashboards provide real-time visibility into your business, so you can oversee operations, finances, and tasks without switching between multiple tools.

The best tools help you streamline workflows, reduce manual tasks, and provide actionable insights in real time. Smartsheet stands out because it combines project management, workflow automation, budgeting, and reporting in one flexible platform that scales with your business.

Workflow automation saves time, reduces errors by automating repetitive tasks, approvals, and notifications. In Smartsheet, you can use triggers, conditional logic, and AI suggestions to keep processes moving smoothly, freeing your team to focus on growth and strategic work.

Yes. Smartsheet connects seamlessly with accounting and business tools like QuickBooks, Xero, and other platforms, allowing you to sync data, automate workflows, and maintain accurate financial records across systems.

Yes. Smartsheet is flexible for small companies and teams and scalable as your business grows. Whether you have a team of five or 50, Smartsheet provides the tools to manage projects, budgets, and workflows efficiently without added complexity.

Run your entire small business in one place.

Try Smartsheet for Free