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Smartsheet Crm

Smartsheet is a platform for collaborative work management. The tool provides a place to capture, track, automate, and report on work. It offers project scheduling, tracking of tasks and dependencies, real-time updates and alerts, as well as file sharing within the context of individual projects or programs. While Smartsheet can be used for customer relationship management (CRM), it's not a dedicated CRM software like Salesforce or HubSpot. Instead of specialized sales features such as lead tracking or pipeline management common in traditional CRMs, Smartsheet focuses on providing users with flexibility in organizing information through spreadsheet-based interface supplemented by Gantt chart views for project timelines.

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