Canopy vs Smartsheet
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Canopy offers fewer features (69 vs 118) and fewer integrations (3 vs 13). Starting price: Canopy at $22/mo vs Smartsheet at $12.99/mo. Canopy has 69 unique features while Smartsheet has 118 unique features, with 0 features in common.
| Canopy | Smartsheet | |
|---|---|---|
| Category | Project Management | Project Management |
| Total Features | 69 | 118 |
| AI-Powered Features | 6 | 6 |
| Starting Price | $22/mo | $12.99/mo |
| Pricing Tiers | 14 | 4 |
| Integrations | 3 | 13 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 90% | 95% |
Feature Comparison by Category
AI (5 vs 4)
| Feature | Canopy | Smartsheet |
|---|---|---|
| AI-powered Intelligence | ||
| Analyze Data | ||
| Auto-fill Forms | ||
| Generate Client Checklists | ||
| Generate Formulas | ||
| Insights | ||
| Smart Prep | ||
| Summarize Threads & Draft Replies | ||
| Text and Summaries |
Access Control (0 vs 2)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Dynamic View | ||
| Lock or Unlock Rows and Columns |
Administration (0 vs 7)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Account Discovery | ||
| Admin Center | ||
| Group Management | ||
| System Admin Fallback | ||
| User Account Provisioning | ||
| User Management | ||
| User Merge |
Analytics (0 vs 3)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Pivot App | ||
| Plan Insights | ||
| Work Insights |
Audit Trail (0 vs 2)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Activity Log | ||
| Cell History |
CRM (2 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| CRM | ||
| Client Management |
Client Engagement (7 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Client Intake | ||
| Client Portal | ||
| Client Requests | ||
| Engagements | ||
| Engagements & Proposals | ||
| Questionnaires & Organizers | ||
| Smart Intake |
Collaboration (0 vs 5)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Client Collaboration Portals | ||
| Comments | ||
| Conversations | ||
| Proofing | ||
| Role-based Visibility |
Communication (3 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Email Integration | ||
| Email Management | ||
| Team Collaboration |
Customization (0 vs 3)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Custom Colors & Logos | ||
| Custom Email Domains | ||
| Custom Welcome and Help Screens |
Data Collection (0 vs 2)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Conditional Form Logic | ||
| Forms |
Data Export (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Export Sheet |
Data Integration (0 vs 3)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Connectors | ||
| Data Shuttle | ||
| DataMesh |
Data Management (0 vs 7)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Cell Linking | ||
| Column Links | ||
| Data Retention Policies | ||
| Filters | ||
| Rich Formulas | ||
| Schedule Backups | ||
| Unlimited Sheets |
Developer Tools (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| API Calls |
Digital Asset Management (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Brandfolder by Smartsheet |
Document Management (10 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Desktop Sync & Print Driver | ||
| Document Builder | ||
| Document Interaction | ||
| Document Management | ||
| Document Storage | ||
| File Organization | ||
| Firm Workpaper Storage | ||
| Integrated eSignature | ||
| Native File Annotations | ||
| Retention Policies | ||
| Secure File Exchange |
File Management (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| File Library |
Formatting (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Conditional Formatting |
Formulas (0 vs 2)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Column Formulas | ||
| Cross-sheet Formulas |
IT Operations (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| IT Portfolio Management |
Integration (1 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| QBO Integration |
Integrations (0 vs 9)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Adobe Creative Cloud Extension | ||
| Directory Integrations | ||
| Docusign E-signature Integration | ||
| Google Workspace Integration | ||
| Microsoft Office 365 Integration | ||
| Power BI Integration | ||
| Slack Integration | ||
| Tableau Integration | ||
| Third-party App Integration |
Low-Code Development (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| WorkApps |
Mobile (1 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Mobile App | ||
| Mobile Apps for Workflow |
Notifications (0 vs 4)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Alerts and Notifications | ||
| Reminders | ||
| Send Alert to Microsoft Teams | ||
| Send Alert to Slack |
Organization (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Collections |
Payments (4 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Canopy Payments | ||
| Client Mobile App for Payments | ||
| Payments | ||
| Surcharging |
Portfolio Management (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Control Center |
Productivity (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Templates |
Project Management (0 vs 4)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Baselines | ||
| Dependencies | ||
| Milestone and Dependency Tracking | ||
| Project and Portfolio Management |
Reporting (6 vs 7)
| Feature | Canopy | Smartsheet |
|---|---|---|
| AI-powered Reporting for Customers | ||
| Billing Reports | ||
| Capacity Planning Report | ||
| Chargeback Reports | ||
| Custom Reports & Formulas | ||
| Event Reporting | ||
| Portfolio-level Dashboards | ||
| Pre-Built Dashboards | ||
| Profitability Report | ||
| Report Grouping and Summary | ||
| Staff Utilization Report | ||
| Unlimited Dashboards | ||
| Unlimited Reports |
Resource Management (0 vs 4)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Resource Management by Smartsheet | ||
| Resource Utilization and Forecasting | ||
| Team Workload Tracking | ||
| Workload Balancing and Capacity Planning |
Security (5 vs 8)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Custom Roles | ||
| Customer Managed Encryption Key | ||
| Customizable Folder Permissions | ||
| Data Egress | ||
| Data Security | ||
| Domain Validation | ||
| Enterprise Access Controls | ||
| KBA eSignature | ||
| Private Sheets and Reports | ||
| SAML-based SSO | ||
| Safe Sharing | ||
| Security Controls | ||
| Single Sign-On (SSO) |
Service Management (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Client Delivery and Success Management |
Services (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Smartsheet Professional Services |
Sharing (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Publish Sheets, Reports, and Dashboards |
Support (0 vs 7)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Enterprise Plan Manager | ||
| Help & Learning Content | ||
| Premium Support Package | ||
| Smartsheet Community | ||
| Standard Support Package | ||
| Technical Account Managers | ||
| Web-based Ticketing |
Tax Resolution (9 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| At-a-Glance Transcripts | ||
| Automated Transcript Pulling | ||
| Collection Case | ||
| Letter Templates | ||
| Notice Template Library | ||
| Secure IRS Login | ||
| Tax Resolution | ||
| Transcripts & Notices | ||
| Version Comparison |
Team Management (1 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Capacity Planning |
Templates (1 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Canopy Bookkeeping Templates |
Time & Billing (4 vs 0)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Invoicing | ||
| Time & Billing | ||
| Time Tracking | ||
| WIP |
Training (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Smartsheet University |
User Management (0 vs 2)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Provisional Members | ||
| Unlimited Viewers |
Views (0 vs 7)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Board View | ||
| Calendar App | ||
| Calendar View | ||
| Gantt View | ||
| Kanban View | ||
| Table View | ||
| Timeline View |
Work Management (0 vs 1)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Assign People |
Workflow Automation (10 vs 9)
| Feature | Canopy | Smartsheet |
|---|---|---|
| Approval Requests | ||
| Assign People Action | ||
| Automated Triggers | ||
| Automation | ||
| Bridge | ||
| Centralized Intake and Approval Workflows | ||
| Clear Cell | ||
| Custom Statuses | ||
| Move or Copy Row | ||
| Process Management | ||
| Productivity Management | ||
| Projects & Tasks | ||
| Record a Date | ||
| Recurrences | ||
| Roles for Task Assignment |
Unique Features
Only in Canopy (69)
Auto-fill Forms
Generate Client Checklists
Insights
Smart Prep
Summarize Threads & Draft Replies
Client Intake
Client Portal
Client Requests
Engagements
Engagements & Proposals
Questionnaires & Organizers
Smart Intake
Email Integration
Email Management
Team Collaboration
Client Management
CRM
Desktop Sync & Print Driver
Document Interaction
Document Management
+ 49 more unique features
Only in Smartsheet (118)
Dynamic View
Lock or Unlock Rows and Columns
Account Discovery
Admin Center
Group Management
System Admin Fallback
User Account Provisioning
User Management
User Merge
AI-powered Intelligence
Analyze Data
Generate Formulas
Text and Summaries
Pivot App
Plan Insights
Work Insights
Activity Log
Cell History
Client Collaboration Portals
Comments
+ 98 more unique features
Want to build your own alternative to Canopy or Smartsheet?
Analyze it with Reap