Epicflow vs Retain vs Smartsheet Comparison
Epicflow
Starting at Contact for pricing
- Large Enterprises
- Medium Business
EpicFlow is software designed for Resource Management (Project and Portfolio Management) in the Enterprise. EpicFlow helps to manage projects, portfolios and resources and team members collaboratively. Traditional MS Pro…
Retain
Starting at Contact for pricing
- Large Enterprises
- Medium Business
Retain is a resource management tool that empowers teams to optimize workflow, increase productivity and ensure adherence to regulations. Integrate multiple systems such as employee timekeeping, payroll, talent acquisiti…
Smartsheet
Starting at $9 /month
- Free Trial
- Freelancers / Consultants
- Large Enterprises
Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique workflows, whether you're managing s…
Epicflow leads on user satisfaction with a 4.8-star rating across 27 reviews.
SpotSaaS Analysis
EpicflowRetainSmartsheet
The core difference lies in Epicflow's focus on project and resource management with MS Project integration, while Retain emphasizes integrated resource and compliance management across various business systems. Epicflow is ideal for medium-sized businesses in project-driven industries, whereas Retain suits larger enterprises needing robust compliance features.
- Best for enterprise resource and portfolio management - Integrates with MS Project - Targets medium-sized businesses (50-500 employees) - Ideal for project, resource, and operations managers - Provides real-time visibility into project progress - Supports intelligent resource allocation across projects
- Best for integrated resource and compliance management - Seamless integration with timekeeping and payroll systems - Suitable for medium to large enterprises - Ensures regulatory compliance across workflows - Supports ERP and talent acquisition system integration - Ideal for teams needing comprehensive compliance solutions
Epicflow vs Retain vs Smartsheet — at a glance
| Feature | Epicflow | Retain | Smartsheet |
|---|---|---|---|
| Rating | 4.8 / 5 | 4.6 / 5 | 4.1 / 5 |
| Reviews | 27 | 43 | 8,464 |
| Starting price | Contact for pricing | Contact for pricing | $9 /month |
| Free trial | No | No | Yes |
| Free version | No | No | No |
| Best for | Large Enterprises, Medium Business, Small Business | Large Enterprises, Medium Business, Small Business | Freelancers / Consultants, Large Enterprises, Medium Business |
| Category | Resource Management Software | Resource Management Software | Project Management Software |
| Platforms | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS | SaaS/Web/Cloud, Installed - Windows | SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac |
| API | Available | — | Available |
| Support modes | Business Hours, Online | Online | Business Hours, Online |
| Certifications | — | — | SOC 2, HIPAA, GDPR, ISO 27001 |
| Data residency | — | US | US |
Key differences between Epicflow and Retain
- User satisfaction: Epicflow scores higher with a 4.8-star average.
- Deployment: Epicflow supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS; Retain supports SaaS/Web/Cloud, Installed - Windows.
Compare Epicflow vs Retain vs Smartsheet — and walk away knowing which one fits.
Which tool fits your team best
Which is actually cheaper for your team size
Where each product wins, per real buyers
Most Resource Management Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.
Biggest differences
Features
Pricing
Buying details
Security
Buyer feedback
Integrations
Product tour
Other options
Biggest differences
Start here before you go deeper into features.
Best for enterprise resource and portfolio management with MS Project integration.
- You need real-time visibility into project progress for informed decisions.
- You require intelligent resource allocation across multiple concurrent projects.
- You want early warnings on bottlenecks to proactively manage risks.
- You are a very small business with fewer than 50 employees.
- You seek simple task management without portfolio-level resource allocation.
Best for enterprises needing integrated resource and compliance management.
- You require seamless integration with timekeeping, payroll, ERP, and talent acquisition systems.
- Your team must ensure strict regulatory compliance across workflows.
- You want to optimize resource allocation to boost productivity across departments.
- You are a startup or very small business with minimal resource management needs.
- You need standalone timekeeping or payroll software without complex integrations.
Best for teams needing customizable, spreadsheet-style project management with automation.
- You require flexible workflows adaptable to complex project plans and diverse teams.
- You want strong project management features like Gantt charts, dashboards, and resource tracking.
- You value automation to reduce manual errors and save time in project execution.
- Your team needs extensive offline functionality due to unreliable internet access.
- You prefer simple, ready-to-use workflows without investing time in customization or training.
Epicflow: Best for enterprise resource and portfolio management with MS Project integration. Retain: Best for enterprises needing integrated resource and compliance management.
Description | EpicFlow is software designed for Resource Management (Project and Portfolio Management) in the Enterprise. EpicFlow helps to manage projects, portfolios and resources and team members ... Read More about Epicflow | Retain is a resource management tool that empowers teams to optimize workflow, increase productivity and ensure adherence to regulations. Integrate multiple systems such as employee ... Read More about Retain | Smartsheet is a dynamic project management tool that simplifies tracking and planning for teams of all sizes. Offering a user-friendly interface, it’s designed to adapt to your unique ... Read More about Smartsheet |
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Entry Level Pricing |
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Spotsaas ScoreWhat's this? ↗ | Not Available | Not Available | 9.8/10 |
User RatingsBased on verified Spotsaas reviews | |||
Best Company Size | 50-500 employeesMedium Business | Medium BusinessLarge Enterprises | 50-500 employees501-5,000 employees |
Get pricing help | Get pricing help |
Where each option fits best
See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.
Based on buyer reviews and verified product data collected by Spotsaas.
Key strengths
- Enhanced Project Visibility: With Epicflow, managers can easily track project progress in real-time, allowing for informed decision-making and timely adjustments to keep teams aligned and projects on track.
- Resource Optimization: Epicflow intelligently allocates resources across multiple projects, ensuring that your team’s capacity is maximized. This means less downtime and more productivity—who wouldn’t want that?
- Proactive Risk Management: By providing early warnings on potential bottlenecks, Epicflow empowers administrators to address issues before they escalate, safeguarding project timelines and budgets.
No key benefits available yet.
- Streamlined Collaboration: With Smartsheet, teams can easily collaborate in real-time, ensuring that everyone is on the same page. I’ve seen how this fosters transparency and accountability within projects, making it easier for managers to keep track of progress.
- Customizable Dashboards: Smartsheet offers customizable dashboards that allow you to visualize project data at a glance. This feature empowers executives to make informed decisions quickly, as they can monitor key metrics without digging through extensive reports.
- Automation Capabilities: By automating repetitive tasks, Smartsheet saves time and reduces errors. Administrators will appreciate how this feature allows them to focus on higher-value activities rather than getting bogged down with manual processes.
Best fit
- 50-500 employees
- Industries: Project Management, IT Services, Software Development, Consulting, Manufacturing
- Job Titles: Project Managers, Resource Managers, Operations Managers, Team Leaders, Portfolio Managers
No best-fit guidance available yet.
- 50-5,000 employees.
- Industries include Project Management, IT Services, Marketing Technology (Martech), Financial Technology (Fintech), Consulting, and SaaS.
- Typical users are Project Managers, Operations Managers, Marketing Coordinators, IT Directors, and Business Analysts.
Reasons buyers look elsewhere
- Users might seek alternatives to Epicflow if they require a more intuitive user interface, as some find Epicflow's design less user-friendly, making it difficult for teams to adapt quickly.
- Organizations with specific project management methodologies may look for alternatives that offer tailored features or integrations better suited to their unique workflows and processes.
- Companies with budget constraints may consider other options that provide similar functionality at a lower cost, enabling them to allocate resources more efficiently while still achieving project management goals.
No alternatives guidance available yet.
- Users may seek alternatives to Smartsheet due to budget constraints, as some organizations find more cost-effective project management solutions that fit their needs without compromising essential features.
- Teams looking for specialized tools might consider alternatives that offer specific functionalities tailored for industries like construction or software development, which may not be as robust in Smartsheet.
- Some users may desire a more intuitive user interface and simpler navigation, leading them to explore alternatives that prioritize ease of use and require less training for team members.
Software Demo
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How do Epicflow, Retain and Smartsheet Compare on Features?
Total Features | 10 Features | 12 Features | 21 Features |
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Unique Features | No unique features | No unique features | No unique features |
Get Quote | Get Quote |
Compare Epicflow, Retain and Smartsheet on pricing
Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.
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Pricing Page | Pricing information not available | Pricing information not available |  |
Other Details
Organization Types supported |
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Get help choosing | Get help choosing |
Security & Compliance
Certifications, data handling, and security controls for IT and compliance evaluators.
SOC 2 | — | — |
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HIPAA | — | ✗ No |
GDPR | — | — |
ISO 27001 | — | — |
Single Sign-On (SSO) | — | — |
Multi-Factor Auth (MFA) | — | — |
Data Encryption | — | — |
Audit Logs | — | — |
Data Residency | — | 🇺🇸 US |
Epicflow vs Retain User Reviews & Rating Comparison
User Ratings | 4.6 (based on 43 reviews) | ||
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Rating Distribution | |||
Spotsaas Editor’s POV generated by AI | Buyer sentiment Buyers generally express high satisfaction with Epicflow’s resource optimization and project visibility features. What buyers like
Common complaints
| Buyer sentiment Users generally rate Retain highly for its integration capabilities and compliance features, though detailed user feedback is limited. What buyers like
Common complaints
| Buyer sentiment Overall positive sentiment highlights Smartsheet’s flexibility, collaboration features, and powerful project management tools, tempered by concerns about learning curve and offline limitations. What buyers like
Common complaints
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Pros and Cons |
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Positive Reviews | No reviews available for the product | No reviews available for the product | No reviews available for the product |
List of Customers
Customers | No Customers information available. |  Capgemini  Amgen  Bank Of America |  Pfizer  Whirlpool  Western Digital |
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Media and Screenshots
Screenshots |  1 Screenshots | No screenshots available. |
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Videos |  1 Videos |  1 Videos |
Alternatives
Alternatives |
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Frequently asked questions
- Which is better, Epicflow or Retain?
- Epicflow edges out the other on user ratings (4.8 vs 4.6). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
- Do Epicflow and Retain offer a free trial?
- Neither Epicflow nor Retain currently lists a free trial.
- What is the starting price of Epicflow vs Retain?
- Epicflow starts at Contact for pricing. Retain starts at Contact for pricing.
- What are the top alternatives to Epicflow?
- Top alternatives to Epicflow include Smartsheet, RationalPlan, InVision, Saviom Enterprise Resource Management, eResource Scheduler.
- What are the top alternatives to Retain?
- Top alternatives to Retain include Smartsheet, MRMcentral, Saviom Enterprise Resource Management, eResource Scheduler, Resource Guru.