considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition


  • Do we have any standard templates related to CRM in Smartsheet?

Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in:

  1. Strategies for migrating data from our current CRM system to Smartsheet.
  2. Best practices for setting up CRM functionalities within Smartsheet.
  3. Any potential challenges or pitfalls to watch out for during the transition process.

Any guidance or experiences shared would be incredibly valuable to us as embark on this journey. Thank you in advance for your assistance!


  • Will Jeffords
    Will Jeffords ✭✭✭✭✭✭

    hi @Sam88 I’m trying to plan the same move for my company but I’m not far enough along to share anything yet. I currently track all our deals and work after we get a PO in Smartsheet, but I want to evolve that to the left to include all pipeline stages and prospect info. We should meet up to discuss challenges and brainstorm if you think helpful. I’m probably going to start drafting tools this summer.