--- 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(39,261) ](https://www.g2.com/products/slack/reviews) [ ![Smartsheet](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Smartsheet") Smartsheet 4.4/5(22,696) ](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(17,114) ](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) ![Shashi G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shashi G.") SG Shashi G. Director Engineering, Analytics and Backend, FortiSIEM Engineering Small-Business (50 or fewer emp.) 3/26/2024 "Effective tool to get things done across different functions in an organization" 5/5 What do you like best about SmartPlaybooks? There are many workflows that are cross-functional that cross the boundaries of different organizational silos, and it's hard to track these and make progress without an effective tool. SmartPlaybooks is such a tool that allows getting things done across different functions of an organization with ease and without any centralized control. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? I could not get sample playbook templates to review Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Cross-functional task completion and progress tracking. Workflow and automatic playbook creation using triggers Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Srikant C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Srikant C.") SC Srikant C. President/CEO/Co-Founder Mid-Market (51-1000 emp.) 3/9/2024 "Excellent product to put your process in action" 4.5/5 What do you like best about SmartPlaybooks? The playbooks tool allows me to easily create my process and action items in a flow and track these steps. The tool is very easy to use and implmement as well. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? Some of the functionality like integrations with Hubspot and Engagedly is missing but the team said they will be coming soon Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? There are two primary use cases it solves for, one is HR use cases and other is in Marketing playbooks Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Jay S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jay S.") JS Jay S. Mid-Market (51-1000 emp.) 3/5/2024 "SmartPlaybooks automated our project processes and save time" 4.5/5 What do you like best about SmartPlaybooks? SmartPlaybooks makes processes more efficient and is a time saver. We use standardised processes for client onboarding and SmartPlaybooks helped us automate this. Every stakeholder was on the same page and as a business head I had real time progress tracking and more confidence in the process outcomes. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? The help documentation could be more informative and with a lot more videos. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Ensuring consistent outcomes by keeping processes & stakeholders on track. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Praveen K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Praveen K.") PK Praveen K. Co Chairman Mid-Market (51-1000 emp.) 3/9/2024 "Easiest tool to implement SOPs and process for our healthcare businesss" 5/5 What do you like best about SmartPlaybooks? I was used to excel and playbooks simply transformed this same practice into digital practice. Now this is the only tool we use regularly. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? This was the first tool we implemented, so some friction we faced with teams. Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Being a healthcare company, adhering to process was key in laying the next phase of growth. Playbooks helped us to implement this across company. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 3/11/2024 "Surprisingly the best and the easiest way to make your team adhere to process." 5/5 What do you like best about SmartPlaybooks? Its really easy to implement and get going. It integrated with your tech stack and can takes care of your daily repeatable tasks/process. It helps to make sure SOPs are implemented and tracked. Review collected by and hosted on G2.com. What do you dislike about SmartPlaybooks? The concept is new... unlike ERP and BPMs Review collected by and hosted on G2.com. What problems is SmartPlaybooks solving and how is that benefiting you? Helps in implement SOPs in people practice 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);)