Agiled vs Smartsheet: Complete Comparison (2026)

Service businesses should pick Agiled. Enterprise PMOs and large organizations that think in spreadsheets should pick Smartsheet. These platforms solve fundamentally different problems: Smartsheet is a spreadsheet-based work execution platform for structured data, programs, and resource planning. Agiled is a complete business management platform covering CRM, proposals, contracts, invoicing, project management, HR, payroll, and AI in one system.

Smartsheet is the enterprise work execution platform used by 90% of Fortune 100 companies. The core is a grid (spreadsheet) interface with Gantt, Card (Kanban), and Calendar views. Sheets act as structured databases. Reports aggregate data across sheets. Dashboards visualize metrics. WorkApps let teams build no-code portals from sheets and reports. Dynamic View controls what external stakeholders see. Resource Management (formerly 10,000ft, sold as a separate add-on at $14-25/user/month) handles capacity planning and forecasting. Control Center standardizes project delivery for PMOs. Brandfolder provides digital asset management. Proofing enables design review with markup. Automations use conditional logic to trigger actions. Pro costs $9/member/month (annual, up to 10 members). Business costs $32/member/month (annual, 3+ members minimum). Enterprise pricing is custom. Smartsheet holds a 4.4/5 on G2 from 22,900+ reviews but just 1.2/5 on Trustpilot, with complaints centered on billing practices and the new Universal Subscription Model (USM) that auto-converts editors to paid seats.

Agiled covers the full business lifecycle: CRM with pipeline management, proposals, contracts, invoicing, project management with Kanban and Gantt, time tracking, scheduling, client portals, HR, payroll, expense tracking, and AI agents. The free plan covers 1 user with unlimited contacts and projects. Paid plans start at $30/month for 3 users.

The decision comes down to whether you need an enterprise spreadsheet-based work execution platform or a complete business management system that handles the full client lifecycle.

Quick comparison (TLDR)

Smartsheet is the dominant spreadsheet-based work management platform for enterprises and PMOs. The grid interface is familiar to anyone who has used Excel (rows, columns, formulas, conditional formatting) but with collaboration, automation, and project management layered on top. Gantt, Card, and Calendar views transform the same data into visual formats. Reports pull data from multiple sheets into a unified view. Dashboards create executive summaries. WorkApps (Business and above) package sheets, reports, and dashboards into simplified no-code portals for specific roles. Control Center (Enterprise add-on) standardizes project delivery across a PMO with templates, blueprints, and provisioning. Resource Management (separate add-on, approximately $14-25/user/month) provides capacity planning, time tracking with forecasting, and utilization reporting. Brandfolder (separate add-on) handles digital asset management with proofing, metadata, and brand guidelines. Automations use conditional logic paths with multiple triggers and actions.

But Smartsheet is a work management platform, not a business management platform. There is no CRM, no invoicing, no proposals or contracts, no client portal, no HR, no payroll, and no expense tracking. The Pro plan ($9/member/month annual) adds unlimited sheets but caps at 10 members, lacks Resource Management, and excludes Control Center. The Business plan ($32/member/month annual, 3+ members minimum) unlocks WorkApps and proofing, but Dynamic View requires Enterprise or Advanced Work Management (starting at $125/month as an add-on), and Resource Management and Control Center remain separate purchases. A 10-person team on Business (annual) pays $320/month for work management that still requires a separate CRM, invoicing tool, proposal software, and HR system. Smartsheet's Trustpilot rating sits at 1.2/5, with complaints about billing practices, the new USM pricing model that auto-converts editors to paid seats, steep learning curve for advanced features, and a dated interface.

Agiled provides the complete business workflow: CRM pipeline, proposals with AI, contracts with e-signatures, invoicing, Kanban and Gantt project management, time tracking, scheduling, client portal, HR, payroll, and expense tracking at $30-120/month. The project management lacks the spreadsheet-based data modeling and enterprise PMO tools that Smartsheet offers. But the total business coverage eliminates 4-5 additional subscriptions.

The bottom line: Smartsheet is the better choice for enterprise PMOs and large teams that need spreadsheet-based work management, Resource Management, Control Center, and structured program delivery at scale. Agiled is the better choice for service businesses that need the full client lifecycle (lead to proposal to contract to project to invoice) in one platform without assembling a stack of enterprise tools.

Key differences at a glance

• CRM: Agiled includes full pipeline CRM. Smartsheet has no CRM.
• Invoicing: Agiled includes invoicing with payment processing. Smartsheet has no invoicing.
• Proposals and contracts: Agiled includes AI-assisted proposals and contracts with e-signatures. Smartsheet has neither.
• Client portal: Agiled includes a branded portal. Smartsheet offers Dynamic View (Enterprise/Advanced Work Management) for controlled external sharing, but no client-facing portal for invoices, proposals, or support.
• HR and payroll: Agiled includes HR, attendance, leave, payroll. Smartsheet has none.
• Resource Management: Smartsheet offers capacity planning, utilization, and forecasting as a paid add-on. Agiled does not have resource management.
• Control Center: Smartsheet offers standardized PMO delivery (Enterprise add-on). Agiled does not.
• Brandfolder/DAM: Smartsheet offers digital asset management as a paid add-on. Agiled does not.
• Proofing: Smartsheet includes design/PDF annotation (Business and above). Agiled does not.
• WorkApps: Smartsheet lets teams build no-code portals from sheets and reports (Business and above). Agiled does not have this.
• Interface: Smartsheet uses a spreadsheet grid as its core interface. Agiled uses a modern SaaS interface with dedicated modules.
• Time tracking: Both offer time tracking. Smartsheet's is part of the Resource Management add-on. Agiled includes it on all paid plans.
• Pricing: Smartsheet charges per member ($9-32/month annual) with costly add-ons ($14-25/user for Resource Management, $125+/month for Dynamic View). Agiled charges per tier ($30-120 for 3-unlimited users).

Project management and views

Smartsheet

Spreadsheet-powered project management. Smartsheet's core is the grid, a spreadsheet interface where rows are tasks, columns are fields, and cells accept text, dates, numbers, dropdowns, contact lists, checkboxes, symbols, and formulas. Cross-sheet references pull data from other sheets. Cell linking connects values across sheets. Sheet Summary fields aggregate roll-up data at the top of each sheet.

Four views transform the same data: Grid (spreadsheet), Gantt (timeline with dependencies, predecessors, and critical path), Card (Kanban with lanes), and Calendar (date-based). Switching between views does not change underlying data. Dependencies use predecessor columns with finish-to-start, start-to-start, finish-to-finish, and start-to-finish relationships. Baselines capture original schedule snapshots. Critical path highlights the longest dependency chain.

Reports aggregate rows from multiple sheets based on criteria, pulling task data from across an organization into a single view. Dashboards combine charts, metrics, images, and report widgets into executive-level summaries. Filters, grouping, and conditional formatting organize large datasets.

• Grid, Gantt, Card, Calendar views
• Formulas, cross-sheet references, cell linking
• Dependencies with four relationship types
• Critical path and baselines
• Reports across multiple sheets
• Dashboards with chart and metric widgets
• Sheet Summary for roll-up fields
• Conditional formatting and filters

Agiled

Project management integrated with business operations. Agiled includes Kanban boards, Gantt charts with task dependencies, milestones, list views, and calendar views. Tasks support subtasks, checklists, time tracking, file attachments, and custom fields. Project templates handle repeatable workflows.

The integration layer is where Agiled differentiates: CRM deals convert to projects, signed proposals auto-create projects with tasks already assigned, time tracked on tasks flows into invoices, expenses link to project budgets. This end-to-end connection from lead capture to final invoice is something Smartsheet cannot replicate without integrating multiple external tools.

• Kanban, Gantt, list, calendar views
• Task dependencies, milestones, subtasks
• Time tracking per task with invoicing
• CRM deal-to-project conversion
• Proposal-to-project automation
• Project budgets linked to expenses
• Project templates

Verdict

Smartsheet is the superior data-modeling and project planning tool. The spreadsheet foundation with formulas, cross-sheet references, and multi-sheet reports provides a level of structured data management that Agiled does not attempt. Agiled connects projects to the full business lifecycle (CRM, invoicing, proposals) in ways Smartsheet requires external tools to achieve.

Resource management

Smartsheet

Enterprise resource planning as a paid add-on. Smartsheet Resource Management (formerly 10,000ft) is a separate product that integrates with Smartsheet. It provides capacity planning, time tracking with approval workflows, utilization dashboards, project forecasting, and skills-based resource allocation. Managers see who is overbooked, who has availability, and where to assign upcoming work. Utilization reports show billable versus non-billable time. Heat maps visualize team capacity across weeks and months.

Resource Management is not included in any standard Smartsheet plan. It is purchased separately at approximately $14-25/user/month depending on the tier (Individual at $14, Business at $25), adding significant cost on top of the base Smartsheet subscription.

• Capacity planning with heat maps
• Time tracking with approval workflows
• Utilization dashboards (billable vs non-billable)
• Project forecasting and scheduling
• Skills-based resource allocation
• Separate purchase (~$14-25/user/month)

Agiled

No dedicated resource management. Agiled does not include capacity planning, utilization dashboards, or skills-based resource allocation. Time tracking is built in and connects to invoicing, but there is no forecasting layer or team-wide capacity visualization. Workload visibility exists at the project level but not at the organizational level.

Verdict

Smartsheet wins for organizations that need to optimize team utilization across multiple projects and departments. The Resource Management add-on is purpose-built for professional services firms and PMOs. Agiled does not compete in this category.

CRM and sales

Smartsheet

No CRM. Smartsheet is a work management platform, not a customer relationship tool. There is no contact database, no lead management, no deal pipeline, no sales automation, no revenue forecasting. You can build a basic contact tracker in a sheet, but it lacks pipeline visualization, deal stages, activity timelines, and the automation that CRM demands. Smartsheet integrates with Salesforce and HubSpot via connectors, but these are integrations, not native features.

Agiled

Full pipeline CRM. Agiled's CRM includes contacts, companies, deal pipelines with customizable stages, revenue tracking, probability-based forecasting, activity timeline, email integration, and reporting dashboards. Pipeline automation triggers actions on stage changes. Deals convert to projects automatically. AI agents can draft follow-up emails using deal context.

Verdict

Agiled wins. Smartsheet does not address sales or customer management at all.

Invoicing, proposals, and contracts

Smartsheet

None of these. Smartsheet does not include invoicing, proposals, contracts, or any client-facing billing functionality. You can track project budgets in sheets and calculate costs with formulas, but there is no way to generate an invoice, send a proposal, or manage a contract within Smartsheet. Teams that need these capabilities must use entirely separate tools.

Agiled

Complete client document workflow. Proposals with AI drafting, interactive pricing, and view tracking. Contracts with e-signatures and audit trails. Invoicing with multi-currency, recurring billing, and payment processing through Stripe and PayPal. Time-to-invoice conversion turns tracked hours into billable line items. Signed proposals auto-create projects. Estimates convert to invoices with one click.

Verdict

Agiled wins by default. Smartsheet does not bill clients, send proposals, or manage contracts.

Dashboards and reporting

Smartsheet

Flexible dashboard and reporting system. Smartsheet dashboards combine metric widgets, chart widgets, report widgets, image widgets, rich text, and embedded web content into customizable layouts. Dashboards pull real-time data from sheets and reports across the workspace. Reports aggregate row-level data from multiple sheets based on criteria, creating cross-project views without duplicating data.

Chart types include bar, line, pie, and donut. Metric widgets display key numbers with thresholds. The reporting is powerful for organizations that model their work in sheets because every cell, column, and formula feeds into the reporting layer. For PMOs tracking dozens of projects, dashboards provide the executive visibility that leadership requires.

• Dashboards with metric, chart, report, and web content widgets
• Reports across multiple sheets with filter criteria
• Real-time data from underlying sheets
• Chart types: bar, line, pie, donut
• Shareable dashboard URLs and scheduled delivery

Agiled

Cross-module business reporting. Agiled's reporting spans CRM (pipeline analytics, revenue forecasts), projects (progress, time, budgets), financial (invoices, expenses, revenue), and HR (attendance, leave). The breadth covers more business dimensions (sales performance, project profitability, outstanding invoices, team utilization) with less depth in any single area compared to Smartsheet's data-modeling approach.

Verdict

Smartsheet's reporting is deeper for structured data analysis. Formulas, cross-sheet references, and multi-sheet reports create enterprise-grade visibility for PMOs. Agiled's reporting covers more business areas (CRM, finance, HR). For project portfolio reporting, Smartsheet wins. For business-wide visibility, Agiled wins.

Automation and workflows

Smartsheet

Conditional automation with multiple paths. Smartsheet automations trigger on row changes, date arrivals, approval requests, and scheduled intervals. Conditions filter which rows are affected. Actions include sending alerts, requesting approvals, moving or copying rows, locking rows, changing cell values, assigning people, and creating new rows. Conditional paths create branching logic based on cell values.

Automated approval workflows route requests to one or multiple approvers. Row-based automation means each row in a sheet can trigger its own workflow. The automation operates within the sheet-based data model, powerful for structured processes but limited to the Smartsheet ecosystem. There is no native connection to CRM, invoicing, or proposal workflows because those do not exist in Smartsheet.

• Trigger on row change, date, schedule, approval
• Conditional paths with branching logic
• Move/copy rows between sheets
• Approval workflows with multi-step routing
• Alert and notification actions
• Lock rows and change cell values
• Scheduled recurring automations

Agiled

Cross-module business automation. Agiled's workflow builder triggers on events across CRM, projects, invoicing, proposals, and scheduling. When a deal closes, a project is created, a welcome email is sent, onboarding tasks are assigned, and the first invoice is scheduled, all in one automation. Conditions and branching logic route different actions based on deal value, client type, or project category. AI agents participate in workflows by drafting documents and suggesting next actions.

The automation spans more business areas but with simpler rule building than Smartsheet's sheet-level conditional paths.

• Triggers across CRM, projects, invoicing, proposals
• Conditional branching with if/then logic
• Cross-module actions (CRM + projects + invoicing + email)
• AI agent integration in workflows
• Time-based delays between actions
• Webhook support
• Workflow templates

Verdict

Smartsheet's automation is more powerful for structured, data-driven workflows within its sheet ecosystem. Agiled's automation covers more business areas and connects modules that Smartsheet does not have. For PMO process automation, Smartsheet wins. For business-wide lifecycle automation, Agiled wins.

Content management and proofing

Smartsheet

Brandfolder for DAM and built-in proofing. Brandfolder (separate add-on) is Smartsheet's digital asset management platform for storing, organizing, and distributing brand assets with metadata, permissions, expiration dates, and usage analytics. It is a full DAM solution used by marketing teams to manage thousands of creative files.

Proofing (Business and above) lets teams annotate images, PDFs, and design files directly within Smartsheet. Reviewers markup specific areas, add comments, and track approval status. Version comparison shows changes between iterations. For creative teams managing review cycles, proofing eliminates the need for separate tools like Ziflow or Filestage.

• Brandfolder DAM (separate add-on)
• Proofing with markup and annotations (Business and above)
• Version comparison
• Approval status tracking
• Metadata and brand guidelines management

Agiled

No content management or proofing. Agiled does not include digital asset management, file markup, or visual review tools. Files can be attached to tasks and projects, but there is no structured DAM or annotation system.

Verdict

Smartsheet wins for teams that need digital asset management and creative review workflows. Brandfolder is an enterprise-grade DAM, and proofing handles the review cycle. Agiled does not compete in this category.

Time tracking

Smartsheet

Time tracking via Resource Management add-on. Smartsheet's native time tracking lives inside the Resource Management add-on (separate purchase). It includes timesheets with approval workflows, billable versus non-billable categorization, project-level time allocation, and utilization reporting. Time data feeds into capacity forecasting.

Without Resource Management, Smartsheet has no built-in time tracking. Teams can create time entry sheets manually, but there are no timers, no approval workflows, and no utilization dashboards.

• Timesheets with approval workflows (Resource Management add-on)
• Billable vs non-billable tracking
• Utilization reporting
• Requires separate purchase (~$14-25/user/month)
• No native time tracking without add-on

Agiled

Time tracking on all paid plans. Agiled tracks time at the task level with one-click timers. Billable rates per user or project are standard. Tracked time converts directly to invoice line items. Time data feeds project budgets and profitability reporting. No add-on purchase required.

Verdict

Agiled provides more accessible and practical time tracking for service businesses. One-click timers, task-level tracking, and direct invoice conversion are included on every paid plan. Smartsheet's time tracking is more sophisticated for resource planning but requires a separate paid add-on.

Client portal, scheduling, and HR

Smartsheet

Dynamic View for controlled sharing, no portal, no scheduling, no HR. Dynamic View (Enterprise/Advanced Work Management) lets administrators create filtered views of sheet data for external stakeholders, controlling which columns and rows they see. WorkApps (Business and above) package sheets, reports, and dashboards into simplified web apps that can be shared externally. These are not client portals in the traditional sense. They do not show invoices, proposals, contracts, or support tickets.

Smartsheet has no appointment scheduling, no HR management, no payroll, no attendance tracking, and no leave management.

• Dynamic View for controlled external sharing (Enterprise/AWM)
• WorkApps for no-code portals (Business and above)
• No client-facing portal for billing or proposals
• No scheduling or booking pages
• No HR, payroll, or attendance

Agiled

All included. Branded client portal (projects, invoices, proposals, support tickets), appointment scheduling with booking pages and payment collection, HR with employee management, attendance tracking, leave management, and payroll.

Verdict

Agiled wins comprehensively. For service businesses, client portals, scheduling, and HR are operational necessities. Smartsheet was not built for these use cases.

WorkApps and custom solutions

Smartsheet

No-code app builder for stakeholders. WorkApps (Business and above) let teams build role-based web applications from existing sheets, reports, dashboards, and forms without writing code. An admin can create a simplified app that shows a project manager their dashboard, a team member their task list, and a client their project status, all from the same underlying data. Pages within a WorkApp can be sheets, reports, dashboards, forms, or web content.

This is a genuine differentiator for organizations that need to present different views of the same data to different audiences without giving full Smartsheet access.

• No-code app builder from existing Smartsheet content
• Role-based page visibility
• Combines sheets, reports, dashboards, forms
• External sharing without full platform access
• Available on Business and above

Agiled

No app builder. Agiled does not include a no-code app builder. The client portal serves as the external-facing layer, but it is a fixed portal experience rather than a customizable application.

Verdict

Smartsheet wins for teams that need to build custom applications from their work data. WorkApps are powerful for organizations with diverse stakeholder needs.

Pricing comparison

Feature	Agiled	Smartsheet
Free plan	1 user, CRM, projects, unlimited contacts	30-day trial only (no permanent free plan)
Entry plan	$30/month (3 users)	$9/member/month annual (Pro, up to 10 members)
Mid-tier plan	$60/month (10 users)	$32/member/month annual (Business, 3+ members)
10-person team	$60/month	$320/month (Business, annual)
CRM	All paid plans	Not available
Invoicing	All paid plans	Not available
Proposals/contracts	All paid plans	Not available
Client portal	All paid plans	Not available (Dynamic View on Enterprise/AWM)
HR/payroll	Included	Not available
Time tracking	All paid plans	Resource Management add-on (~$14-25/user)
Resource Management	Not available	Add-on (~$14-25/user/month)
Control Center	Not available	Enterprise add-on (custom pricing)
Brandfolder (DAM)	Not available	Add-on (custom pricing)
Proofing	Not available	Business ($32/member/month, annual)
WorkApps	Not available	Business ($32/member/month, annual)

The Smartsheet pricing complexity for service businesses

Smartsheet's base pricing looks straightforward: $9 or $32 per member per month (annual billing). But the total cost for a fully functional stack is significantly higher because of add-on products and the new Universal Subscription Model (USM).

The USM, rolled out in 2024-2025, auto-converts any user who edits a sheet into a paid "provisional member." This means collaborators who previously accessed sheets for free now count as paid seats. For organizations with many occasional editors, the true seat count (and cost) can jump unexpectedly.

Resource Management is sold separately at approximately $14-25/user/month depending on the plan tier. For a 10-person team, that adds $140-250/month on top of the base subscription. Control Center for PMOs requires Enterprise pricing (custom, typically higher than Business) plus the Control Center add-on. Dynamic View starts at $125/month as an add-on. Brandfolder for digital asset management is another separate purchase with custom pricing.

A 10-person team on Business (annual) with Resource Management pays $460-570/month, for work management and resource planning only. That team still needs CRM, invoicing, proposals, contracts, client portal, scheduling, and HR from separate tools.

Agiled's $60/month for 10 users with every feature (CRM, invoicing, proposals, contracts, time tracking, scheduling, HR, projects) makes the total cost comparison stark.

Total cost for a 10-person service agency

Smartsheet stack	Monthly cost
Smartsheet Business (10 members, annual)	$320/month
Resource Management add-on (10 users, Business tier)	~$250/month
CRM (Pipedrive Professional)	$490/month
Invoicing (FreshBooks Plus)	$30/month
Proposals (Proposify)	$49/month
HR (BambooHR)	~$150/month
Scheduling (Calendly)	$80/month
Total	~$1,369/month

Agiled stack	Monthly cost
Agiled Pro (10 users)	$60/month
Total	$60/month

The Smartsheet-based stack costs approximately 23x more than Agiled.

User reviews and ratings

Platform	Agiled	Smartsheet
G2	4.7/5	4.4/5 (22,900+ reviews)
Capterra	4.7/5	4.5/5
Trustpilot	--	1.2/5

Common Smartsheet complaints

USM billing model and unauthorized charges. Smartsheet's Trustpilot rating dropped to 1.2/5, driven largely by the 2024-2025 Universal Subscription Model (USM) rollout. The USM auto-converts any user who edits a sheet into a paid "provisional member," and Trustpilot reviewers report being billed for seats they did not authorize. Multiple users report difficulty canceling accounts and unexpected charges after the new model took effect. The Business plan now requires a minimum of 3 seats.

Steep learning curve for advanced features. Smartsheet's spreadsheet interface is familiar at first glance, but the advanced features (cross-sheet references, formulas, conditional paths, Control Center blueprints) require significant training. Users report that the platform is deceptively simple on the surface but complex to master. Teams that expect Excel-level ease discover a different learning curve when building enterprise workflows.

Pricing complexity with costly add-ons. The base plan pricing does not tell the full story. Resource Management ($14-25/user/month), Control Center, Dynamic View ($125+/month), and Brandfolder are all separate purchases that can double or triple the total cost. Users report being surprised by the true cost of a fully functional deployment. The difference between Pro ($9/member/month) and a full Enterprise deployment with add-ons is substantial.

Dated interface. Despite regular updates, Smartsheet's UI is frequently described as dated compared to modern work management tools. The spreadsheet-first interface, while powerful for data, lacks the visual polish and intuitive design of newer platforms. Navigation between sheets, reports, and dashboards can feel disjointed.

No business management features. Smartsheet does not include CRM, invoicing, proposals, contracts, client portals, scheduling, or HR. Organizations that need client-facing business operations discover they need 4-6 additional tools, adding cost, complexity, and manual data transfer between systems.

Provisional member auto-conversion. Under the new USM model, Smartsheet automatically converts collaborators who make edits into paid members. The Pro plan caps at 10 members. Managing who counts as a paid member, and the cost implications of provisional member auto-conversion, adds administrative overhead that simpler platforms avoid.

Who should choose Smartsheet

• Enterprise PMOs that manage large-scale programs with Control Center blueprints and provisioning
• Organizations that think in spreadsheets and want project management built on a grid interface with formulas and cross-sheet references
• Professional services firms that need Resource Management with capacity planning, utilization tracking, and forecasting
• Creative and marketing teams that need Brandfolder for DAM and proofing for design review workflows
• Fortune 500 companies that require FedRAMP, HIPAA, SOC 2, and enterprise compliance certifications
• Teams that need WorkApps to build custom no-code applications for different stakeholder roles

Who should NOT choose Smartsheet

• Service businesses that bill clients. Smartsheet has no invoicing, no proposals, no contracts, and no payment processing. You need 3+ additional tools for the client billing lifecycle.
• Small teams under 10 people. A 10-person team on Business pays $320/month before add-ons, for a platform that still lacks CRM, invoicing, and HR. The total stack cost can exceed $1,300/month.
• Teams that need CRM. Smartsheet has zero CRM functionality. No contacts database, no deal pipeline, no sales automation. The Salesforce/HubSpot connectors sync data but do not replace a CRM.
• Budget-conscious agencies. The USM model auto-converts editors to paid seats, and every major feature beyond basic sheets (Resource Management, Control Center, Dynamic View, Brandfolder) is a separate purchase at enterprise pricing.
• Non-technical teams expecting Excel simplicity. Cross-sheet references, Control Center blueprints, and conditional automation paths require dedicated training. The learning curve is steeper than it appears.

Who should choose Agiled

• Service businesses and agencies that need CRM, proposals, contracts, invoicing, and project management in one platform
• Small to mid-size teams that cannot justify $320+/month for work management plus $500+/month for CRM, invoicing, scheduling, and HR
• Businesses that bill clients and need time tracking connected directly to invoicing without a separate add-on purchase
• Freelancers and growing teams that want complete business management at $30-120/month
• Teams with employees that need HR, attendance, leave tracking, and payroll
• Client-facing businesses that need a branded portal and proposal/contract workflows
• Teams that want simplicity without navigating spreadsheet formulas, cross-sheet references, and enterprise add-on pricing

Who should NOT choose Agiled

• Enterprise PMOs managing 50+ concurrent projects. Agiled does not have Control Center blueprints, cross-sheet formulas, or multi-sheet reports. Large-scale program delivery requires Smartsheet's data modeling depth.
• Teams that need resource capacity planning. Agiled has no utilization dashboards, no heat maps, no skills-based resource allocation, and no forecasting layer. Smartsheet Resource Management is purpose-built for this.
• Organizations requiring FedRAMP or HIPAA compliance. Agiled provides standard SaaS security. It does not hold FedRAMP authorization, HIPAA certification, or Enterprise Key Management for regulated industries.
• Creative teams needing DAM and proofing. Agiled has no digital asset management, no file markup, and no visual review workflows. Brandfolder and Smartsheet's proofing tools handle these use cases.
• Data-heavy organizations that think in spreadsheets. If your team relies on formulas, cell linking, cross-sheet references, and structured data modeling as the foundation for project management, Agiled's module-based interface will feel limiting.

FAQ

Does Smartsheet have a CRM?

No. Smartsheet is a work management platform with no native CRM. There is no contact database, no deal pipeline, no sales automation, and no revenue forecasting. You can build a basic contact tracker in a sheet, but it lacks the pipeline visualization and automation that CRM requires. Smartsheet integrates with Salesforce and HubSpot via connectors, but these are external tools. Agiled includes a full pipeline CRM on all paid plans.

Does Smartsheet have invoicing?

No. Smartsheet has no invoicing capability at any plan level. You can track project budgets and costs in sheets using formulas, but you cannot generate an invoice, process a payment, or send a bill from Smartsheet. Agiled includes invoicing with Stripe and PayPal payment processing on all paid plans.

How does pricing compare for 10 people?

Smartsheet Business costs $320/month for 10 members on annual billing (work management with dashboards, WorkApps, proofing). Adding Resource Management brings the total to $460-570/month. Adding CRM, invoicing, proposals, scheduling, and HR from separate tools pushes the total past $1,300/month. Agiled Pro costs $60/month for 10 users with all features included.

Is Smartsheet good for small businesses?

Smartsheet is designed for enterprises and mid-market organizations. The Pro plan ($9/member/month) is suitable for basic collaborative spreadsheets, but most of Smartsheet's differentiating features (WorkApps, Dynamic View, proofing, Resource Management, Control Center) require Business ($32/member) or Enterprise plans plus add-ons. Small service businesses typically find the pricing excessive for features they do not need, while lacking the CRM, invoicing, and client management features they do need.

Does Smartsheet have time tracking?

Not natively in the base product. Time tracking lives in the Resource Management add-on, which is a separate purchase at approximately $14-25/user/month. Without Resource Management, teams can create manual time entry sheets but have no timers, no approval workflows, and no utilization dashboards. Agiled includes task-level time tracking with one-click timers and invoice conversion on all paid plans.

What is Smartsheet Resource Management?

Resource Management (formerly 10,000ft) is Smartsheet's capacity planning and time tracking add-on. It provides team scheduling with heat maps, utilization dashboards, project forecasting, and skills-based resource allocation. It is powerful for professional services firms optimizing team utilization, but it is not included in any standard Smartsheet plan and adds $14-25/user/month to the total subscription.

What is Smartsheet Control Center?

Control Center is an Enterprise add-on for PMOs that standardizes project delivery. It uses blueprints (templates) to provision new projects with consistent structure, naming, and automation. Global updates push changes across all provisioned projects simultaneously. It is designed for organizations running dozens or hundreds of similar projects: construction firms, IT deployments, or marketing campaign rollouts.

Does Smartsheet have a client portal?

Not in the traditional sense. Dynamic View (Enterprise/Advanced Work Management) creates filtered views of sheet data for external stakeholders. WorkApps (Business and above) build simplified web apps from sheets and reports. But neither provides a client portal where clients can view invoices, sign proposals, track projects, and submit support tickets in one branded experience. Agiled includes a fully branded client portal on all paid plans.

Can Smartsheet replace Excel?

For collaborative project management, yes. Smartsheet uses a familiar grid interface with formulas, conditional formatting, and data validation, then adds collaboration, automation, Gantt charts, and dashboards. However, Smartsheet is not a full spreadsheet replacement. It lacks Excel's advanced formula library, pivot tables, macros, and VBA scripting. It is best thought of as a project management tool that speaks spreadsheet.

Does Smartsheet support enterprise compliance?

Yes. Smartsheet offers FedRAMP authorization, HIPAA compliance (Enterprise+), SOC 2 Type II, ISO 27001, and data residency options. Enterprise Key Management lets organizations control their own encryption keys. Admin controls include SAML SSO, SCIM provisioning, and audit logging. For regulated industries and government agencies, Smartsheet meets compliance requirements that many competitors do not.

Can I migrate from Smartsheet to Agiled?

Yes. Smartsheet data can be exported as CSV or Excel files from any sheet. Agiled supports importing projects, tasks, and contacts via CSV. The migration involves restructuring sheet-based data into Agiled's module structure: converting sheets into projects, rows into tasks, and contact sheets into CRM records. Cross-sheet references, formulas, and automations need to be recreated using Agiled's workflow builder. CRM pipelines, invoicing templates, proposal templates, and HR policies are configured fresh since Smartsheet does not have these.

Which platform has better security?

Smartsheet leads on enterprise security. FedRAMP, HIPAA, SOC 2 Type II, ISO 27001, Enterprise Key Management, data residency, SAML SSO, SCIM, and audit logging meet the requirements of regulated industries and Fortune 500 organizations. Agiled provides standard SaaS security with role-based access control, data encryption, and regular backups, adequate for small to mid-size businesses without enterprise compliance mandates.

The enterprise work platform versus the business management platform

Service businesses evaluating Smartsheet often face a familiar realization. Smartsheet is exceptional at what it does: structured data management, program-level visibility, resource optimization, and enterprise compliance. For a PMO managing 50 concurrent projects with Control Center blueprints and Resource Management heat maps, Smartsheet is hard to beat.

But service businesses do not just manage projects. They manage client relationships, send proposals, sign contracts, deliver work, track time, invoice clients, manage expenses, schedule appointments, and handle HR. Smartsheet addresses one of those steps (project delivery) and requires separate tools for everything else.

1. Lead comes in. Not Smartsheet. Need a CRM.
2. Send a proposal. Not Smartsheet. Need a proposal tool.
3. Sign a contract. Not Smartsheet. Need a contract tool.
4. Plan resources. Smartsheet Resource Management handles this (add-on purchase).
5. Deliver the project. Smartsheet handles this well.
6. Track time. Smartsheet Resource Management handles this (add-on purchase).
7. Invoice the client. Not Smartsheet. Need an invoicing tool.
8. Track expenses. Not Smartsheet. Need an expense tool.
9. Schedule a follow-up. Not Smartsheet. Need a scheduling tool.
10. Manage the team. Not Smartsheet. Need an HR tool.

Steps 1, 2, 3, 7, 8, 9, and 10 require separate tools. Steps 4 and 6 require a paid add-on. Only step 5 lives in the base Smartsheet product. The result is 7+ tools, 7+ subscriptions, 7+ logins, and manual data transfer between disconnected systems.

Agiled handles all ten steps in one platform. The project management is less sophisticated than Smartsheet's spreadsheet-based data modeling. There are no cross-sheet formulas, no Control Center blueprints, no Resource Management heat maps. But the end-to-end workflow eliminates the fragmentation that plagues service businesses assembling enterprise point solutions into a business stack.

For PMOs at Fortune 500 companies, Smartsheet is the right tool. For service businesses managing the full client lifecycle, Agiled delivers more business value at a fraction of the cost.

Related comparisons:

• Agiled vs Flowlu
• Agiled vs Wrike
• Agiled vs Asana
• Agiled vs Monday.com

Sources:

• Smartsheet pricing
• Smartsheet on G2
• Smartsheet on Trustpilot
• Agiled pricing
• Agiled on G2