SmartPlaybooks Pros and Cons

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.

I could not get sample playbook templates to review Review collected by and hosted on G2.com.

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.

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.

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.

The help documentation could be more informative and with a lot more videos. Review collected by and hosted on G2.com.

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.

This was the first tool we implemented, so some friction we faced with teams. Review collected by and hosted on G2.com.

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.

The concept is new... unlike ERP and BPMs Review collected by and hosted on G2.com.