Best Project Management Software for Salesforce - Page 4

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

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform designed for consulting firms, IT services companies, and other professional services organizations. It connects the entire Quote-to-Cash lifecycle in a single intelligent platform, helping businesses manage and optimize the journey from opportunity and quoting through project delivery, financial management, billing, and revenue realization. KEBS.ai brings CRM, quoting, project management, resource and capacity planning, time tracking, project financials, billing, invoicing, and revenue forecasting together, eliminating disconnected systems and fragmented data across sales, delivery, finance, and operations. This unified approach gives leadership real-time visibility into pipeline, project performance, resource utilization, revenue, profitability, and potential risks. Built with AI at its core, KEBS.ai provides intelligent insights and proactive recommendations to help professional services organizations make better decisions. Its AI capabilities can identify utilization gaps, highlight timesheet and effort mismatches, detect potential revenue leakage, provide billing recommendations, monitor project performance, and forecast revenue risks before they impact profitability. KEBS.ai helps organizations improve project margins, increase resource utilization, accelerate billing, reduce revenue leakage, strengthen forecasting accuracy, and improve operational efficiency. By connecting pipeline, projects, people, and profit, it enables services leaders to move from reactive management to proactive, data-driven decision-making. Whether managing a growing consulting practice, IT services organization, or complex multi-project delivery environment, KEBS.ai provides the visibility, intelligence,

We will manage ClayHR, complete your compliance documentation, offer HR advice, and respond to employee inquiries. Our services include creating tailored dashboards, employee onboarding processes, performance evaluation procedures, review cycles, onboarding templates, employee feedback forms, and much more. Whether you have a simple HR query or require guidance for intricate HR challenges, our specialists are here to help. You will receive personalized and proactive assistance from our dedicated team of HR professionals. Take advantage of our extensive library featuring job descriptions, handbooks, performance evaluations, and additional resources. Reach out to your account manager today to discover more about these valuable templates. With ClayHR, you gain access to a native SQL database, enhancing your business intelligence and analytical capabilities. This empowers you to execute any ad hoc queries, conduct various tests, and drive innovation whenever inspiration strikes. You can analyze your data using your preferred methods and tools, allowing for greater flexibility in your decision-making processes. Our commitment is to support your HR needs and foster a productive work environment.

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.

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

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.

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

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.

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.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

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.

Rocketlane is an AI-powered professional services automation platform designed to help modern delivery teams run projects, resources, finances, and customer experiences from one system. The platform brings together project delivery, business operations, people management, profitability tracking, customer collaboration, account intelligence, and AI agents. Rocketlane helps teams standardize execution while still creating tailored delivery experiences for each customer. Its templates can use CRM data, past projects, and best practices to launch projects faster and more consistently. Rocketlane’s automations manage approvals, nudges, escalations, follow-ups, and governance rules so teams can keep delivery moving without manual overhead. Nitro, Rocketlane’s AI agent layer, gathers context from SOWs, emails, calls, and customer interactions to generate project plans, documents, handoffs, discovery materials, and customer-ready workflows. The platform also supports resourcing by surfacing the right people based on availability, skills, workload, project context, allocation policies, and cost limits. Financial visibility features help teams monitor utilization, margins, budget risks, revenue leaks, timesheets, expenses, and profitability while delivery is still in progress. By combining project execution, resource planning, profitability management, client portals, customer intelligence, workflow automation, and agentic AI, Rocketlane helps service teams deliver faster value with stronger operational control.

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.

Vindaris finds execution risk by comparing your strategy against the work actually happening in your tools. You define the strategy map: goals, KPIs, initiatives. Then Vindaris ingests tasks, tickets and conversations from Slack, Jira, Asana, Notion and Google Drive, and builds a Work Graph linking each piece of work to the objective it serves. From there it computes alignment: which tasks carry real strategic weight, which goals have no effort behind them, and which work has been forgotten entirely. When something drifts, you get the evidence, down to the specific Slack thread where the problem started. AI-generated narratives summarize each objective's actual state from the underlying work, not from status reports.

Empower your global workforce using Sitrion ONE, an innovative internal communications platform designed specifically for employees. This application enables managers to connect with all staff members, including those who work remotely or do not have corporate email access. Sitrion ONE provides a single in-app stream where users can conveniently access their daily assignments, notifications, activities, and relevant content. Additionally, it offers the capability to tailor tasks and information to employees according to their specific roles or geographical locations within the organization, enhancing overall engagement and efficiency. By utilizing Sitrion ONE, companies can foster a more connected and informed workforce.