About us

A Smartsheet consulting firm built for teams that outgrew their spreadsheets

Agilize Consulting provides Smartsheet consulting, development, and support to growing teams that want to work smarter and make decisions faster.

We've been building Smartsheet systems professionally since 2018 — before most consulting firms knew Smartsheet existed. Since then we've designed custom Smartsheet solutions supporting marketing, project management, HR, operations, and sales, helping teams move from messy, manual setups to clean, automated operations that make sense.

Together we work on strategy, structure, and recommendations to build a Smartsheet system that is scalable and sustainable for your team. Our client portfolio ranges from early-stage startups to Fortune 500 companies, including nationally recognized institutions such as Oregon Health & Science University (OHSU) and Starbucks.

We've helped teams and founders in manufacturing, healthcare, nonprofit, financial services, agriculture, and construction deploy Smartsheet across their organizations — and we build our own Smartsheet integrations when the platform's premium apps aren't the right fit for a small or mid-sized budget.

At a glance

Founded: 2018 — Atlanta, Georgia
Focus: Smartsheet consulting and integrations for small and mid-sized US companies
Sectors: Healthcare, agriculture, construction, technology, financial services, nonprofit
Coverage: Remote engagements nationwide

Smartsheet store opening portal combining project cards, location mapping, documents, and team information — Systems designed around the way your teams actually plan, report, and collaborate.

Smartsheet premium app implementation

We support the implementation and configuration of Smartsheet premium apps, helping organizations extend their systems beyond basic sheets and dashboards — and we'll tell you when a lighter Agilize Apps integration would do the same job for less.

Control Center

Scalable project blueprints and structured portfolio management environments.

Dynamic View

Secure, role-based views that let stakeholders interact with data without exposing the full system.

Data Shuttle

Automated structured data imports and exports between Smartsheet and external storage platforms.

DataMesh

Connected sheets across workflows for consistent, reliable cross-sheet data synchronization.

License & subscription management

We support organizations with Smartsheet license and subscription management so your account structure scales as your team grows: adding or adjusting user licenses, managing seat types and access levels, coordinating premium app subscriptions, aligning license structure with operational needs, and serving as a point of contact for account changes.

Work with us

Get started by contacting an Agilize Smartsheet Solutions Architect. We'll review your environment and recommend the smallest engagement that solves the problem.