Best Project Management Software for Salesforce

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Freshservice is the right choice if you are looking for an IT service desk solution with simplicity. Freshservice is an easy-to-use ITIL service desk from Freshworks that helps businesses modernize IT and other business functions without the complexity and cost. Freshservice provides everything teams need to manage proactive IT services, including asset management, ticketing, configuration management, enhanced impact analysis, robust incident management functions, and more.

The all-in-one IT management platform, powered by Action AI™ Atera is the all-in-one IT management platform that combines RMM, Helpdesk, and ticketing with AI to boost organizational efficiency at scale. Try Atera Free Now!

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

InEight delivers an integrated project controls platform designed specifically for capital construction. Its modular applications span every phase of the project lifecycle—from accurate estimating and planning to predictable execution and closeout. By unifying cost, schedule, contracts, documents, and field data in one system, InEight gives project teams real-time visibility and advanced analytics to drive confident decision-making. More than 850 organizations use InEight to manage over $1 trillion in projects across infrastructure, energy, mining, water, transportation, and industrial sectors. With InEight, construction leaders modernize operations, standardize best practices, and keep complex capital projects on time and on budget.

FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.

Planview Software Product Delivery Solution is a comprehensive enterprise platform that provides delivery intelligence by connecting strategy to execution across development toolchains. It integrates seamlessly with tools such as Azure DevOps, GitHub, and Jira to collect and unify real-time data from across teams. This allows organizations to gain full visibility into their delivery processes and make informed decisions. The platform includes features like cross-team dependency management, capacity planning, and agile planning at both team and portfolio levels. It enables users to analyze workflows, identify bottlenecks, and optimize delivery performance. Advanced analytics, including DORA metrics, provide insights into engineering efficiency and outcomes. AI-powered roadmapping helps align business objectives with execution strategies. The solution also supports connected OKRs to ensure teams stay aligned with organizational goals. Portfolio-level investment planning and scenario modeling allow leaders to evaluate different strategies. Risk signals are surfaced early through configurable thresholds and flow metrics. By replacing manual reporting with real-time dashboards, Planview improves transparency and decision-making. Ultimately, it helps enterprises deliver digital products more efficiently and with measurable impact.

Take productivity to new heights with Hubstaff! Hubstaff offers time-tracking apps for your desktop, web browser, or mobile device. Once you start tracking time to a task, Hubstaff will quietly run in the background as you work, consuming virtually no resources. You can easily switch between tasks or stop tracking with just a few clicks. Tracking your team's efficiency can be a challenge, but we've equipped Hubstaff with several great features to help you determine how they perform. Hubstaff works best when you have clear expectations for your team. It helps you determine each team member's average productivity levels to identify improvements or declines in their performance over time. In other words, the more you use Hubstaff, the better the results you'll get. Available for Mac, Windows, Linux, iOS & Android.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented. Why was DealRoom started? M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement. How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

MarketStudio Suite is a Versatile Software offering Multi-Channel Product Marketing Portal for Product Manufacturers, Distributors & Enterprises. Offering Turnkey Solutions with Online Product Catalogs with eCommerce for B2B and B2C Enterprises in all Markets Worldwide. The Software and related services cover the following areas to provide a comprehensive Digital Commerce Solution. PIM Solutions - Product Information Management to organize and manage product content in one central repository. Catalog Automation - Tools and services to automate the management and publishing of Product Catalogs. Custom eCommerce Website - MultiChannel Marketing - Publishing product content across all relevant marketing channels such as eCommerce Website, Web Portals, Print/PDF, Emails and Market Exchanges. Print/PDF Publishing - Integrated Systems -

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.