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SmartPlaybooks Reviews & Product Details

Shashi G.
SG
Director Engineering, Analytics and Backend, FortiSIEM Engineering
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
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.

SmartPlaybooks Overview

What is SmartPlaybooks?

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/

SmartPlaybooks Details
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Product Description

SmartPlaybooks help you effortlessly automate projects, tasks and simple workflows. The result - SoPs are adhered to, tasks & checklists ticked off, and collaboration is easier, even with vendors & partners.


Seller Details
Year Founded
2018
HQ Location
Dallas, TX.
Twitter
@SmartKarrot
1,019 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
Description

SmartKarrot Inc. is a customer success platform that enables businesses to enhance customer engagement and retention through data-driven insights. The company offers tools for tracking customer health, automating workflows, and facilitating communication, helping organizations to optimize their customer relationships and drive growth. For more information, visit their website at https://www.smartkarrot.com.


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Recent SmartPlaybooks Reviews

Supratik K.
SK
Supratik K.Small-Business (50 or fewer emp.)
4.5 out of 5
"Robust Solution but with Room for Improvement"
SmartPlaybooks offers a robust solution for businesses seeking a comprehensive solution for managing their Standard Operating Procedures. Its user-...
Mandy K.
MK
Mandy K.Small-Business (50 or fewer emp.)
4.5 out of 5
"Amazing product with seamless experience"
Amazingly well structured work boards and a clean UI helps enterprises get a handle on their repeatable tasks like customer onboarding, renewals an...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"SmartPlaybooks Revolutionizing Cross-Departmental Task Management"
SmartPlaybooks streamline cross-departmental tasks efficiently, addressing team collaboration challenges. It offers precise support and is expandin...
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SmartPlaybooks Media

SmartPlaybooks Demo - Client Onboarding
SmartPlaybooks Demo - Task management
SmartPlaybooks Demo - Rule based triggers
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24 out of 25 Total Reviews for SmartPlaybooks

4.8 out of 5
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SmartPlaybooks Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for SmartPlaybooksQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Supratik K.
SK
Animator / Illustrator / Graphic designer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about SmartPlaybooks?

SmartPlaybooks offers a robust solution for businesses seeking a comprehensive solution for managing their Standard Operating Procedures. Its user-friendly interface simplifies usage, while its distributed structure (allowing users from all departments and even external organizations to participate) allows for versatile applications. Implementation is straightforward, with a clear “Getting Started” playbook and detailed online help. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

While the team is open to building out new integrations, I personally feel that the software could do with some more default integration options made available. Overall, SmartPlaybooks remains a valuable asset for organizations looking to optimize & standardize their operations. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

Its user-friendly interface simplifies usage, while its distributed structure allows for versatile applications. Implementation is straightforward, with a clear “Getting Started” playbook and detailed online help. Review collected by and hosted on G2.com.

Sandeep N.
SN
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

What caught my eye about this platform is how it promises to make life easier by automating the usual grind. It's all about creating these templates for everything that happens over and over, like project onboarding or keeping everyone on schedule. Honestly, if it can help streamline the workflow and keep the content quality consistent without me having to micromanage, I'm all for giving it a shot. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

A few more templates for various fuctions will be very useful to get people started quickly. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

SmartPlaybooks.io offers a platform designed for automating and standardizing operational tasks and procedures, which could be particularly beneficial for teams working with content writers. It allows users to create templates for various scenarios, set conditions for automations, and track progress with ease. For teams managing content creation, SmartPlaybooks.io could help in coordinating tasks, ensuring consistency in workflows, and optimizing efficiency between team members. Review collected by and hosted on G2.com.

Meghana K.
MK
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

Smartplaybooks has made our release activities a cake walk by it's ability to track activities easier with it's automated notifications ensuring whether or not everything is on track on time.

Managing our daily activities which are recurring in nature has become easy with smartplaybooks. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

Using a daily notification instead of triggering notifications for every action could reduce the flood of email notifications on a day.

A few templates on release based activities for projects Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

Managing feature bugs and tracking them to closure during development on smartplaybooks has made life easy as a quality assurance lead for me as I get a quick snapshot of the situation at anytime. Review collected by and hosted on G2.com.

Nandini S.
NS
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

The tool let's you create a library of set processes of your organisation into a checklist of tasks. This brings consistency and everyone is ought to follow a standardised set of tasks. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

More interactive learning material would help. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

Standardising processes reduces confusion and improves efficiency all at the same time.

Breezy onboarding for new hires, these playbooks can be treated as LMS checklists for new hires, add all tasks a new hire has to complete including learning materials, there you have an onboarding playbook for the entire organisation to use.

Eliminates inconsistency so even a less experienced in your team could perform at a high level of competence with a well tailored playbook. Review collected by and hosted on G2.com.

RS
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

I have used it for onboarding of new client. It is very easy to provide step-by-step instructions, ensuring consistent execution of the process to newly onbaorded member. With a shared playbook, team members can work more collaboratively, ensuring everyone is on the same page. Emails on updates are really helpful. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

SmartPlaybooks doesn't have significant drawback. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

It is making by onbaording process easier as everytime a member is onbaorded, I have my specific to-do list which is to be completed ensuring tasks are performed in sequence and no important step is forgotten. Review collected by and hosted on G2.com.

BS
Founder
Consulting
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

I really liked the clean UI and must have functionalities. The clutter to my team was less and they were able to focus on exactly what they need to work on and no distractions. We also had a small dashboard which gave a bigger picture in terms of progress and tasks which are delayed with of course the option to nudge users to get their task falling behind to be completed. This is a go to app for us on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

Nothing at this point of time to dislike about the tool. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

Planning, execution and tasks allocation and tracking Review collected by and hosted on G2.com.

Surojit A.
SA
Director of Quality Assurance
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about SmartPlaybooks?

SmartPlaybooks has increased the efficiency within my organization, effortlessly spanning across functional divisions to streamline processes and tasks. With its intuitive interface and essential functionalities, it minimizes clutter and distractions, enabling my teams and others to focus on their core objectives. Whether managing task and activities for Quality Assurance function or Product function, SmartPlaybooks excels in automating and standardizing operational activities, ensuring smooth workflows at any scale. Automated notification and triggers act as predective warnings before failure happens in delivery. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

Would like to have more out of the box playbook for process management around releases, quality assurance, design team etc... Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

It solved the problem of being able to track release activities from start to end during a release cycle, including our GTM cycle for some of our product lines. Review collected by and hosted on G2.com.

SS
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about SmartPlaybooks?

SOPs being created and gathering dust on a drive location is a thing of the past. SOPs can be made operational and be tracked to closure. What's more, I can add conditions and execute relevant portions of my SOP Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

Hungry for more and more integrations always! Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

When new users come into the system, teaching them how to go about their daily work does become cumbersome. Asking them to refer to the playbook and getting them to use one straightaway helps in faster user onboarding

Having templates helps put them into action faster without having to recreate at each use

Making small project specific modifications is a breeze

The ability to check system states and take action eliminates the use of wo(man) hours of having to wait and watch to act based on user response/system state. Review collected by and hosted on G2.com.

RA
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about SmartPlaybooks?

Smartplaybooks are easy to use with lot of cool features and functionalities. What I truly like about Smartplaybook is that they are customizable and can be tailored to your individual business needs, it also caters across all the segments of your day to day business operations and allows you to think through your processes thereby providing teams with the required tools and guidance that helps them stay focused, organized and accountable. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

I really have had no significant issues using SmartPlaybooks. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

I love this product! It just works, very easy to use, and it automatically gives me a neat organization of my assets. The support for plug-ins is super cool and adds a lot of utility to our day to day business operations and management. Review collected by and hosted on G2.com.

Verified User in Information Services
EI
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SmartPlaybooks?

SmartPlaybooks makes it easy to work together across different parts of a company. It helps enhance IT infra and automated services, making it simpler to get a final productive outcome. With SmartPlaybooks, IT operations tasks flow smoothly between different areas of the various support and delivery functions, and everyone can pitch in without needing someone to supervise everything. Review collected by and hosted on G2.com.

What do you dislike about SmartPlaybooks?

Expanding its range of integrations and plugins would provide me with even more tools and options to customize our workflows and optimize org-level productivity. Review collected by and hosted on G2.com.

What problems is SmartPlaybooks solving and how is that benefiting you?

It has facilitated bringing consistency within my team and Vendors/partners. Our operations run a bit smoother and more precise since the implementation of Smartplaybooks. The key benefits I have observed include streamlined automation, heightened efficiency, and a notable increase in overall productivity. Review collected by and hosted on G2.com.