--- title: SmartPlaybooks Reviews meta\_title: 'SmartPlaybooks Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 25 reviews by the users' company size, role or industry to find out how SmartPlaybooks works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 25 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # SmartPlaybooks Reviews & Product Details Focus on doing your best work, and we’ll help you automate and scale it. For professionals who prefer productivity to busywork and for teams who love frictionless collaboration, SmartPlaybooks offers an AI-powered playbook activator that enables quick workflow creation, smart condition-setting, and automated triggers. Tasks and teams are streamlined, so you can focus on growth. Set up workflows easily Teams across functions and industries use SmartPlaybooks to script playbooks and workflows from scratch, or modify a pre-built template from the library. Work smarter, scale up faster SmartPlaybooks does the heavy-lifting for you with inbuilt templatization and automation of triggers. Which means you and your team can step out of firefighting mode and get into growth mode. Tick every box SmartPlaybooks help you effortlessly automate projects, tasks and simple workflows. SoPs are adhered to, tasks and checklists ticked off, and collaboration is made easier, even with vendors and partners. Collaborate with everyone Our playbook ecosystem includes robust tracking, notifications and integrations that lets you work with peers, vendors, and partners easily without toggling multiple apps and platforms. Powered by AI SmartPlaybooks is powered by AI that makes operations simpler and more intuitive, it even prempts your tasks for you. The right tasks for every role HR and training professionals, IT & compliance teams, marketers, customer success managers, operations managers, account managers, finance professionals… SmartPlaybooks workflows have automatable role-based tasks that can be activated at the click of a button. No fuss onboarding Ready to begin? You can start using SmartPlaybooks in seconds. Just log in, choose from our templates, assign it to your team, and that’s it. We do the rest. Priced right for growing teams Right-size your tech budget. Spend only as much as you need to as you scale up – SmartPlaybooks has a multi-tiered product model that is free for small teams, and offers the features you need at prices that work for you. https://www.smartplaybooks.io/pricing/ * * * Seller [SmartKarrot Inc.](https://www.g2.com/sellers/smartkarrot-inc) Discussions [SmartPlaybooks Community](https://www.g2.com/products/smartplaybooks/discuss) Solution Type Best-of-Breed Overview by Smart Playbooks Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement \<1 month ### Return on Investment 5 months [ View More Pricing Information ](https://www.g2.com/products/smartplaybooks/pricing) ## Top-Rated Alternatives [ ![Slack](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Slack") Slack 4.5/5(39,265) ](https://www.g2.com/products/slack/reviews) [ ![Smartsheet](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Smartsheet") Smartsheet 4.4/5(22,697) ](https://www.g2.com/products/smartsheet/reviews) [ ![monday AI Work Platform](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "monday AI Work Platform") monday AI Work Platform 4.7/5(17,118) ](https://www.g2.com/products/monday-com/reviews) [ View All Alternatives ](https://www.g2.com/products/smartplaybooks/competitors/alternatives) ## User Insights Average based on 25 real user reviews. Implementation Time \<1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Dattatraya S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dattatraya S.") DS Dattatraya S. Project Delivery Manager Small-Business (50 or fewer emp.) 4/7/2024 "Powerful Playbook to track Implementation" 5/5 What do you like best about SmartPlaybooks? I used the Implementation Playbook to track & complete my project implementation tasks in current project. The Best thing what I liked about Implementation Playbook is the way it's designed and the flexibility to modify it as per our convinience. A Very powerful tool for all the Implementation Managers to ensure tracking is not missed out. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Would like to see more of such Playbooks. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? It has helped me to track my current implementation projects to closure. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Rajani S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajani S.") RS Rajani S. Mid-Market (51-1000 emp.) 4/12/2024 "Simplifying HR operations with SmartPlaybooks" 5/5 What do you like best about SmartPlaybooks? SmartPlaybooks is a must-have tool that has revolutionized our HR processes. From automating the employee onboarding and exit checklists to managing compliance calendars and task assignments with timely reminders. SmartPlaybooks made our work easy. I highly recommend it for any HR professionals looking to optimize operations seamlessly. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Nothing as such, but mobile accessibility will be helpful. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Simplifying our HR operations and compliances with automating system, and timely reminders. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Dheeraj S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dheeraj S.") DS Dheeraj S. CEO and Co-Founder Small-Business (50 or fewer emp.) 4/7/2024 "Using SmartPlaybooks" 4.5/5 What do you like best about SmartPlaybooks? In any organization, numerous processes span across various functional divisions. Such processes need to pass through organizational barriers, and tracking and advancing these processes can be challenging without the right tool. SmartPlaybooks serves as this specific purpose. It facilitates tasks across different departments effortlessly. The support has been on point! Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Still only limited set of PlayBooks but they are ramping up rapidly. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? We use it to manage several HR processes Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mandy K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mandy K.") MK Mandy K. Small-Business (50 or fewer emp.) 5/8/2024 "Amazing product with seamless experience" 4.5/5 What do you like best about SmartPlaybooks? Amazingly well structured work boards and a clean UI helps enterprises get a handle on their repeatable tasks like customer onboarding, renewals and work in general that is done with a level of periodicity. Very well thought out use cases in SmartPlaybooks are great to get you started and to then customize to your specific requirement. Clever! Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Compliance & certification playbooks remains a feature request. Not a limitation, can definitely cater to a variety of use cases already. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Handling repeatable tasks easily and liking well thought out templates. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Animation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Animation") UA Verified User in Animation Small-Business (50 or fewer emp.) 5/6/2024 "SmartPlaybooks Revolutionizing Cross-Departmental Task Management" 5/5 What do you like best about SmartPlaybooks? SmartPlaybooks streamline cross-departmental tasks efficiently, addressing team collaboration challenges. It offers precise support and is expanding its distributed checklist options rapidly Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? There is room for improvement in terms of the available PlayBook templates, though the platform is quickly expanding its offerings. Despite this limitation, SmartPlaybooks remains beneficial in managing several HR & IT processes effectively Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Set up workflows easily Teams across functions and industries use SmartPlaybooks to script playbooks and workflows from scratch, or modify a pre-built template from the library. Work smarter, scale up faster SmartPlaybooks does the heavy-lifting for you with inbuilt templatization and automation of triggers. Which means you and your team can step out of firefighting mode and get into growth mode. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Dinesh J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dinesh J.") DJ Dinesh J. Founder & CEO Mid-Market (51-1000 emp.) 4/4/2024 "A easy to use platform that help to automate tasks with Playbooks" 5/5 What do you like best about SmartPlaybooks? I works very well for any size of team and have ability to automate and drive standardized operational activities at scale. It has streamlined the processes for customer onboarding, renewals, customer support, delivery, and many other areas. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Didn't find any issues using SmartPlaybooks platform. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? It has helped us to streamline our processes. With Template feature the set of tasks and activities can be performed with ease and it automatically triggers the processes on time as per conditions added. Thus helping us to stay informed about progress and delays through platform notifications and alerts. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Prachi S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prachi S.") PS Prachi S. UI/UX designer Small-Business (50 or fewer emp.) 4/15/2024 "Made managing IT operations very easy." 5/5 What do you like best about SmartPlaybooks? It is very easy to manage projects with SmartPlaybooks, it cured my headache of creating the same tasks again and again for the team. Very helpful and easy to use. Automated assignment is the best thing that I found with SmartPlaybooks. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? It has been nice using it so far, no complaints, their support is superfast to deal with challenges. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Dealing with the remote team and their task coordination takes up a lot of time. Automated playbooks saves up a lot of time in coordination and task creation. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sachin J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sachin J.") SJ Sachin J. Small-Business (50 or fewer emp.) 4/12/2024 "Awesome tool for Finance and operations" 5/5 What do you like best about SmartPlaybooks? I had to create many repeated tasks in my previous tool but with SmartPlaybooks I do not need to create any repetitive tasks. It helps a lot in my finance operation management. Glad to find it. It increased the efficiency very quickly. Their support is also very fast. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? I have not found any issues yet, it has been very fluent. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Recreation of the same tasks takes up a lot of my time, the automated playbooks cured my biggest headache. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Manindra J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Manindra J.") MJ Manindra J. Global Head Of Software Development - Customer Fulfilment Enterprise (\> 1000 emp.) 4/2/2024 "Easy to use and very powerful tool" 5/5 What do you like best about SmartPlaybooks? What I liked the most about this product - easy to configure and automate multi-step repetitive process in any organizational setup. The product is not domain aware, focused on common business processes and can easily be adapted in any industry. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? I would like to see it evolve to include more intra business processses , as well as have modules to cover different cross business, b2b interactions. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Easy to use template for some of the common cross fucntional repetitive tasks. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Dr. Shobhit B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dr. Shobhit B.") DB Dr. Shobhit B. Chief Executive Officer Mid-Market (51-1000 emp.) 3/13/2024 "A real problem solver!" 5/5 What do you like best about SmartPlaybooks? Playbooks has been a big help in driving adaptability of new processes across our functions. It brings about making a change in processes seamless! Automating the followups and clearly identifying responsibilities of every individual or function responsible for their part in the process chain. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Wish the followups were more aggressive for pending tasks, not really a software issue, more of a people issue I guess. Wishful thinking! Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Getting different functions on the same page and aligned, be it customer onboarding, HR or operations. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Pricing Insights Averages based on real user reviews. ### Time to Implement \<1 month ### Return on Investment 5 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/smartplaybooks/pricing) ##### ##### SmartPlaybooks Features Communication Chat Discussions External Content & Documents File Sharing Notes Search Controls Calendars Project Management Task Management Planning Visibility [ View More Features ](https://www.g2.com/products/smartplaybooks/features) ##### Categories on G2 [Project Collaboration](https://www.g2.com/categories/project-collaboration) ##### Explore More [top customer service automation software](https://www.g2.com/discussions/what-s-your-top-customer-service-automation-software-pick-in-2025)[What audio editing tools and software categories actually exist for someone trying to understand the landscape before deciding whether to invest in a paid solution?](https://www.g2.com/discussions/what-audio-editing-tools-and-software-categories-actually-exist-for-someone-trying-to-understand-the-landscape-before-deciding-whether-to-invest-in-a-paid-solution)[What are the highest rated wide column databases for petabyte-scale analytical workloads in enterprise environments?](https://www.g2.com/discussions/what-are-the-highest-rated-wide-column-databases-for-petabyte-scale-analytical-workloads-in-enterprise-environments) [best fp&a software](https://www.g2.com/discussions/what-s-the-best-fp-a-software-in-2025)[What are the best co-browsing platforms for support agents who need to guide customers through complex checkout and form processes in real time?](https://www.g2.com/discussions/what-are-the-best-co-browsing-platforms-for-support-agents-who-need-to-guide-customers-through-complex-checkout-and-form-processes-in-real-time)[What are the best auditing services platforms for financial services teams seeking workflow efficiency improvements?](https://www.g2.com/discussions/auditing-services-what-are-the-best-auditing-services-platforms-for-financial-services-teams-seeking-workflow-efficienc) [Show MoreShow Less](javascript:void(0);)