Best Project Management Software for Salesforce - Page 4

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Workast makes it easy for you to track and complete your work. Workast has a 70% completion rate for our customers. Our customers can set up and begin managing projects in less time than other project management apps. Flexible and customizable for any type of project. Workast can be integrated into your existing workflow to facilitate task creation and user adoption. All departments can easily capture all kinds of work, from daily checklists to high-priority tickets to large-scale projects. Workast allows teams to accomplish more work. Workast connects with the apps you love, and more with 1,000 integrations via Zapier.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud -Social Cloud

Transform your professional services business with KEBS, the comprehensive operating system for modern revenue management. Designed for IT consultancies, GCCs, and product engineering teams, KEBS replaces fragmented tools by integrating CRM, project management, resource planning, and financial reporting into one seamless workflow. What sets KEBS apart is its active intelligence layer. Instead of just recording data, our autonomous AI agents work in the background to predict billing gaps, match the right talent to open roles, and instantly flag projects that are drifting off-budget. By automating the entire lifecycle from the initial sales quote to final cash collection, leaders gain real-time visibility and control. Eliminate manual spreadsheets, stop revenue leakage, and drive higher profitability with a platform built to scale with your growth.

ClosedLoop AI is an AI-driven product discovery and intelligence platform designed to convert everyday customer conversations into strategic product decisions. Instead of relying on manual tagging and scattered notes, it automatically transforms tickets, calls, chats, and surveys into structured product signals. The system extracts meaningful insights such as recurring pain points, feature gaps, workarounds, and severity levels in real time. It then groups related signals into patterns, revealing hidden trends that may not have been formally reported. With outcome-based scoring, each insight is tied directly to measurable business impact including retention, revenue growth, and customer expansion. Trend velocity tracking shows whether issues are accelerating, stabilizing, or declining over time. Teams can interact with their data through AI chat, slash commands, CLI, or API access for deeper analysis. Scheduled intelligence briefs deliver role-specific summaries directly to inboxes, keeping stakeholders aligned. ClosedLoop AI integrates seamlessly with existing tools like Salesforce, Jira, Linear, GitHub, and Slack, requiring minimal setup. By providing a unified, evidence-backed source of truth, the platform empowers organizations to proactively shape their product roadmap based on real customer voice data.

Organizations frequently face challenges in establishing a truly all-encompassing strategy for managing engagement with both clients and candidates. In the absence of advanced technology and efficient workflows, even the most well-funded staffing and recruitment agencies may find themselves at a disadvantage. Fortunately, achieving staffing and recruiting objectives while contributing to broader business goals is possible without compromising quality or overspending on a highly tailored technological framework. Asymbl's modular approach empowers businesses and staffing agencies to customize their tech stacks for particular operational needs, effectively utilizing Salesforce's foundational offerings. Recruiters and staffing professionals recognize that applicant tracking systems represent their most crucial asset in attracting and retaining elite talent. With our modular solutions, they gain complete oversight and flexibility in the processes of screening and recruiting the ideal candidates, ultimately enhancing their competitive edge in the market. This adaptability not only streamlines operations but also fosters an environment where innovation can thrive.

Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Medallia allows users to engage in thoughtful and systematic ways through targeted surveys that are both digital and traditional. Our easy-to-implement survey solutions will ensure that you are gathering relevant and actionable data to make measurable customer impacts. Medallia's AI technology uses machine-learning to analyze structured and unstructured customer survey data. It can uncover sentiment, predict behavior, identify commonalities, and recommend actions to improve customer experiences. Create the most effective surveys to improve customer journeys. You can quickly manage innovation and change in every aspect of your experience management program, from design to emails, questions, and translations. Medallia surveys enable you to

Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location. Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries. Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment.

Enhance your team's communication and collaboration using Azendoo, a user-friendly project management and team collaboration tool designed for contemporary teams. Accessible through web, desktop, and mobile platforms, Azendoo empowers teams to structure their tasks, strategize, and share projects while fostering efficient communication, leading to improved productivity. Additionally, Azendoo seamlessly integrates with popular business applications and supports over 80 external services through Zapier, ensuring a cohesive workflow for your team. The versatility of Azendoo makes it a valuable asset in any collaborative environment.

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

ATSTimeWorkOnDemand is built for the cloud. ATS Cloud Human Capital Management is a complete solution connecting every human resource process from hire to retire. The application provides a consistent experience across devices, enables one source of truth for HR data to improve decision-making, and empowers you with market-leading innovation to address your needs today and into the future. This is what we call work made human.

Great products deserve great presentation to become leaders in their respective markets, and CELUM is at the forefront of helping brands achieve that. As a world-leading creator of unique Content Supply Chain Management Software as a Service, CELUM integrates a powerful digital asset management (DAM) system at the core of its diverse capabilities. This solution enables brands to efficiently and quickly market their products on the digital shelf, enhancing their content quality and reach. With nearly 150 dedicated professionals working from various locations, CELUM serves hundreds of clients, including renowned brands like SCOTT Sports, Porsche Holding, Mammut, Drykorn, Essity, and Shop Apotheke Europe. By streamlining content management and distribution, CELUM empowers brands to stand out in the digital marketplace. Its robust platform simplifies the complexities of managing digital assets, making it an indispensable tool for brands aiming to stay ahead in the competitive market.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Don't let ideas slip by the cracks. Use a dedicated customer feedback tool to collect, analyze, and organize feedback. Find out which features are most popular, filter feedback by impact and segment, and clarify your use cases. Don't waste your time building the wrong things. Get feedback and feature requests based upon priority. Add them to your roadmap and integrate with project management tools such as Jira. When you release a feature, automatically follow up with people. Keep the feedback loop open. Communicate what your team is up to. Announce new features to engage people.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

Praxie is a comprehensive AI automation platform that enables businesses to digitize and streamline operations using intelligent apps and workflows. It provides organizations with access to a broad library of customizable tools that can be deployed instantly across multiple departments. Users can choose from pre-built applications or create new solutions by typing simple instructions into the platform. Praxie integrates AI-powered analytics to deliver real-time insights, performance tracking, and data-driven recommendations. The platform supports critical business areas including executive planning, finance management, IT operations, HR processes, sales performance, marketing analytics, production efficiency, quality control, and supply chain optimization. By centralizing workflows, dashboards, and reporting, Praxie eliminates data silos and reduces manual effort. It is built to support operational excellence initiatives such as Lean manufacturing, Six Sigma projects, OKRs, and continuous improvement programs. Automated processes help teams improve consistency, speed, and accuracy across daily operations. Praxie also includes presentation and dashboard builders for clear stakeholder communication. With a free trial and fast deployment, organizations can begin transforming their workflows almost immediately.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

awork is an automatic project management tool for teams. It bundles your to-do’s into practical lists, agile kanban boards, or onto the intuitive timeline, which are all located in one central hub. awork supports your team with their daily project work and keeps you updated through smart notifications, and even fully automated on autopilot. Thanks to the integrated time tracking system, not only can you analyse your tracked times, you can also directly make them billable. As the first GDPR-compliant alternative from Germany, awork is able to keep up with providers from Silicon Valley, while also setting new benchmarks.

ZEP is the time tracking solution for successful project management and can be expanded with various modules and is already in use by over 2.000 companies: • Professional project time tracking, • Administration of employees, customers and projects, • Travel expense management, • Associated reporting functionalities and many more. Different versions meet your individual requirements: • ZEP Compact: the entry-level version to tap into professional project time tracking. It covers the administration of employees, customers and projects and associated reporting. • ZEP Professional: offers broader functionalities in project planning with revenue and profit reporting, travel expense management and planned hours for target vs. actual comparisons. We offer web-based, mobile (iOS & Android) and terminal solutions to track your time anytime and anywhere: • Various modules for your individual needs! • Developed and hosted in Germany! • Test it for 30 days for free!

Bryntum stands out as a premier provider of advanced scheduling solutions designed for web applications. Our extensive collection of JavaScript components—featuring Gantt, Scheduler, Task Board, and Calendar—equips developers with the tools needed to create contemporary project management software that includes functionalities like drag-and-drop scheduling, efficient resource management, and dynamic timelines. With seamless compatibility with widely-used frameworks such as React, Angular, Vue, and Ext JS, we offer both flexibility and swift deployment. By enhancing planning processes and allowing for the visualization of intricate schedules, as well as optimizing resource utilization, Bryntum’s offerings enable organizations from various sectors to implement powerful and user-friendly project planning tools on a large scale. Ultimately, our commitment to innovation helps drive efficiency and effectiveness in project execution.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

Sopact is the ultimate solution for impact-driven organizations that want to take their impact measurement and management to the next level. With its cutting-edge technology and expert consulting services, Sopact empowers organizations to optimize their impact and achieve sustainable growth. Sopact impact measurement software is an all-in-one solution that enables organizations to measure their impact, collect data, and visualize it through a user-friendly dashboard. This makes it easy to track progress, identify areas for improvement, and share impact stories with stakeholders. With traditional MS Excel and survey tools, impact measurement can be time-consuming, complex, and prone to errors. But with Sopact, you can streamline your impact measurement process and gain insights that drive real change. But Sopact doesn't just stop at providing an easy-to-use platform. They're also pushing the boundaries of impact measurement with advanced analytics and AI technology, allowing organizations to uncover insights and optimize their impact in real time. This approach to impact management gives organizations a competitive advantage, allowing them to adapt to changing circumstances and achieve their goals faster.