Redefine how your sales team collaborates on pipelines, forecasts, and lead activity. With Smartsheet’s familiar spreadsheet format, there’s no learning curve so your team can focus on what matters: selling.
❝\"Thanks to Smartsheet, we have an airtight sales pipeline in place to catch all lead information that comes in and then act on it - nothing falls through the cracks.❞
—Kyle Ball, Owner
Horizon Home Real Estate
Smartsheet is packed with great features, from sharing and collaboration to automatic alerts and reminders for follow-up. Try Smartsheet today with our FREE 30-day trial!
✔ Customizable templates for sales pipeline rollups, managing lead information, expense tracking, and more
✔ Run a summary report to roll up information from all pipelines
✔ Access via mobile and tablet devices and stay connected everywhere
✔ Switch between grid, calendar, and Gantt timeline views
Google Integration
✔ Google Drive: Attach documents and files directly to any row to keep track of information such as contracts, presentations, or invoices
✔ Gmail: Import your Google Contacts into Smartsheet and assign ownership of leads
✔ Calendar: Overlay on Google Calendar for a complete schedule overview