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Smartsheet Powered Solutions to Automate your Manual processes

Over 90% of Fortune 100 companies use Smartsheet. Agilifly helps its Clients to design and implement Smartsheet based automation solutions to transform work into dynamic work, unify collaborations, workflows, and content management thereby  ensuring alignment with corporate goals and rapid respond to change with agility

Why Smartsheet is the best fit


Make it easy for collaborators - whether inside or outside of your organization - to work together as a team, no matter the challenge, wherever they’re working.


Give people a solution flexible enough to adapt to the ever-changing demands of work today, that can evolve to meet the nature and scale of any project or initiative.

User driven

Empower everyone to manage projects, automate workflows, and build the solutions that deliver on their business needs on our easy to use, no-code platform.


Govern with confidence through the administrative visibility and enterprise-grade security controls that your team expects.


From simple projects to enterprise-wide programs and portfolios, the Smartsheet platform scales with you.


Connect your systems of record and internal connectivity tools to bring together all your work on a single platform.

End-to-End Smartsheet Implementation

We provide End to End, modular Smartsheet implementation services for our clients. This includes needs assessment, prototyping, sales and renewal services, solution build & configuration, testing, training, change management and handover

Implementation services are customized based on unique requirements of each client and geared towards value maximization for the client


Understanding of client opportunities, challenges and trade offs- enabling a curated demonstration


Demo of relevant product use cases based on client needs. Alternative approaches to solving for the use case discussed with pros and cons

Needs Assessment

Detailed needs assessment, suggestion of custom feature bundles following a one time or a phased approach

Implementation & Change Management

Solution build, test, training and roll out. Change management support if needed. Retrospective debrief and next steps

Over 2000 documented use cases across functions


  • Tracking onboarding plans, progress, and task completion
  • Monitoring pre-onboarding SLAs and overdue activities
  • Headcount approval tracking and workforce planning
  • Coordinating employee training and development plans
  • Facilitating employee goal-setting and progress tracking
  • 360/peer feedback process
  • Employee request intake or feedback surveys of any kind

Talent Acquisition

  • Job requisition tracking, approval
  • Candidate repository maintenance
  • Interview scheduling, feedback management, and decision-making
  • Offer letter generation, electronic signing via DocuSign integration
  • Recruitment marketing, event planning, and candidate experience tracking


  • Lead generation tracking, management, and follow-up activities
  • Sales pipeline management, including deal stages and probabilities
  • Account and contact management
  • Sales forecasting, reporting, and quota tracking
  • Incentive calculation inputs, such as deal size, quota attainment, and bonuses


  • Campaign planning, execution, and performance tracking
  • Content calendar management, including production timelines and approvals
  • Event planning, logistics, and budgeting
  • Lead nurturing and marketing automation tracking
  • Digital marketing metrics, analytics, and reporting


  • Expense submission, approval, and reporting
  • Budget request collection, approval, and summary
  • Capital expenditure tracking and approval
  • Invoice processing, tracking, and reconciliation

Project Management/PMO

  • Project planning, scheduling, and progress tracking
  • Task assignment, monitoring, and completion tracking
  • Resource allocation and management
  • Risk and issue identification, tracking, and resolution
  • Project portfolio management and reporting including updates to templates and archiving

Product Development

  • Product roadmap planning, tracking, and communication
  • Feature prioritization, backlog management, and sprint planning
  • Release planning, tracking, and post-release evaluation
  • User feedback collection, analysis, and prioritization
  • Cross-functional collaboration on product development initiatives

Function Agnostic

  • Collecting, managing, and prioritizing requests across departments
  • Assigning, monitoring, and following up on work tasks
  • Collaborating on documents and files through comments and approvals
  • Tracking project/task status, flags, dependencies, and SLAs
  • Managing cross-functional initiatives and programs
  • Creating and sharing real-time dashboards and reports
  • Automating workflows, reminders, and notifications
  • Representing functional processes as Gantt charts, Kanban boards, or calendar views

Common Integrations

  • Jira/Confluence
  • Synchronize project information, tasks, and progress between Smartsheet and Jira
  • Embed Smartsheet sheets, reports, or dashboards in Confluence pages for easy access
  • Slack/MS Teams
  • Send Smartsheet notifications and reminders to Slack or MS Teams channels
  • Update Smartsheet tasks or rows directly from Slack or MS Teams
  • Other popular integrations (over 140 integrations available)
  • Salesforce: Synchronize account, contact, opportunity, or custom object data between Smartsheet and Salesforce
  • Google Workspace: Attach Google Drive files to Smartsheet rows, use Google Forms to populate Smartsheet, sync Smartsheet tasks with Google Calendar
  • Docusign, Adoebe, Hubspot ERP systems
  • Microsoft 365: Attach files from OneDrive or SharePoint to Smartsheet rows, use Microsoft Forms to populate Smarts