Best Project Management Software for Salesforce - Page 5

iBE.net offers a comprehensive software solution tailored for professional services organizations. Accessible via both web and mobile applications for an affordable monthly subscription, iBE.net enables firms to enhance their operations from the initial lead through to payment collection. This platform is packed with a wide array of functionalities such as time tracking, project financial management, invoicing, human resources, customer relationship management, resource allocation, workflow management, integration with Quickbooks, and robust reporting tools. Additionally, iBE.net provides valuable insights that help firms optimize their performance and improve their overall efficiency.

Jibble is a Time & Attendance Management System for all sizes of teams. It is designed to help businesses get a better handle on staff productivity. Staff members can upload "selfies" to clock in. Administrators then get immediate notifications. Automated reporting makes payroll calculations much easier and faster.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Riskonnect Portfolio and Program Management Software is a comprehensive solution that helps organizations manage projects, programs, portfolios, and associated risks in a centralized environment. The platform is designed to improve project visibility, strengthen governance, and support strategic decision-making by aligning resources, budgets, and risk management processes across the organization. Businesses can use the software to plan and prioritize projects based on factors such as return on investment, resource availability, organizational goals, and risk exposure. The system provides powerful tools for budgeting, cost tracking, scheduling, workflow automation, and resource allocation to help teams maintain control over complex projects. Risk management features allow organizations to identify potential issues, evaluate threats, implement mitigation strategies, and monitor risks across multiple projects and programs in real time. Interactive dashboards, customizable reports, and risk-adjusted Gantt charts provide immediate visibility into project health, timelines, deadlines, and critical dependencies. The platform also improves collaboration by allowing contributors, project managers, executives, and stakeholders to update records, manage risks, and communicate effectively within a shared environment. Riskonnect helps organizations eliminate fragmented spreadsheets and disconnected systems by consolidating project and risk data into one secure platform. Automated workflows simplify approvals, task assignments, and governance processes while reducing administrative overhead. Users can drill directly into records, modify risk details instantly, and generate reports with just a few clicks to support faster decision-making.

With CELUM, product driven organizations can make their products stand out, strengthen brand understanding, and drive growth. By establishing a true Content Supply Chain from creation and approval to a single source of truth and seamless delivery, CELUM helps teams win on the digital shelf and tell compelling brand stories at scale. With 25 years of experience in demanding retail, manufacturing, and multi brand environments, CELUM provides Product Content Management and Brand Management as a Service. Marketing, brand, and product teams can create, approve, manage, and distribute content across all channels while measuring its impact at scale. Our platform offers: Product Content Management built for demanding scenarios in retail and manufacturing Brand Management designed specifically for multi brand environments and manufacturers

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

Conceptboard's online whiteboard allows you to collaborate visually. Conceptboard has many features that make it easy to manage your board and facilitate seamless collaboration. Both synchronously and in real-time. Facilitate remote design thinking sessions, collaborate with low-fidelity prototypes, get feedback, iterate, and facilitate. Conceptboard's enterprise solutions streamline collaboration between teams and departments. Conceptboard's state-of-the-art security features make it ideal for all sizes and shapes of organizations. Conceptboard is a visual workspace that can be scalable, intuitive, and secure to foster innovation and centralize cross-functional project management. Take a look at our extensive library of templates.

Perdoo is an OKR platform that ambitious organizations use to accelerate their growth. It provides all the tools and expert guidance you need to achieve growth and turn strategy into action. Visually connect your goals and the strategy they support. You can track real-time progress towards your targets and see what's being done if they are missed. Perdoo's industry-leading resources and expert coaching will help you set your OKRs to maximum impact. Start at perdoo.com for a free trial

Inspire Planner is a leading Salesforce project management app. It is used by companies of all sizes across multiple industries, from small businesses to large public corporations. We have been searching for a Salesforce-native project management app for years without success. We found apps on Salesforce AppExchange that were too expensive, too complicated, or that offered a new way to do things. We decided to put our talents to use and create the app we were looking for. Inspire Planner was born from this vision. Inspire Planner offers many powerful features, such as multiple predecessors and interactive Gantt charts, automations, templates, time track, resource capacity planning, and more. Inspire Planner is a great tool for integrating everything in Salesforce if you are using Microsoft Project, Smartsheet or another similar tool.

allGeo is a cloud-based platform that allows mobile workforce management in a variety of industries, including construction, trade, healthcare, and facility management. The platform integrates with ERP, CRM, Payroll and Payroll systems and offers a range of tools that can all be customized to suit different use cases. allGeo's features include the following: -Complex Time Tracking -GPS Tracking -Field Data Collection - Electronic Visit Verification -Lone worker safety -Mileage tracking -Geofenced Time tracking

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Software that automates enterprise workflows. TACTIC simplifies complex production environments by using a well-defined set process. It provides a core Workflow engine with Digital Asset Management and Content Management components. This makes it a complete solution to meet the individual enterprise needs. Trusted by many organizations including Lockheed Martin and Turner Broadcasting, P&G Adidas, Mayo Clinic, Technicolor, and Turner Broadcasting.

MangoApps is an AI-powered intranet and employee experience platform that serves as a single hub for communication, collaboration, knowledge, and daily work tools. Built for companies with both office-based and frontline teams, it eliminates the inefficiency of juggling multiple disconnected apps by giving every employee one secure place to access what they need—anytime, from any device. The platform blends a modern intranet, mobile-friendly frontline employee app, and intelligent AI Assistants to make it effortless for people to connect, share updates, manage projects, and find critical resources. From corporate announcements and real-time chat to document libraries, learning modules, and workflow automation, MangoApps provides everything in a consistent, easy-to-navigate environment. With powerful integrations to 200+ business systems, organizations can centralize operations while keeping the tools they already rely on. Advanced search and AI capabilities ensure that answers are fast, accurate, and permission-aware. Enterprise-grade security certifications like HITRUST, SOC 2 Type II, and ISO 27001 keep data safe, while a mobile-first design ensures frontline workers stay informed and engaged. Adoption rates regularly exceed 90%, and companies see measurable improvements in productivity, retention, and culture. Whether connecting a few hundred staff or a global workforce of hundreds of thousands, MangoApps helps bridge the digital divide, cut down app sprawl, and give every employee a clear, consistent experience—driving better outcomes for the business and its people.

UserVoice is the leading platform for product feedback from B2B Software as A Service (SaaS). UserVoice integrates with your existing systems to add quantitative metrics to the qualitative feedback that you receive. Get feedback directly from your end users. You can easily capture feedback from customer-facing employees right from the place they work. Our Slack and Microsoft Teams integrations make it easy for your entire company to see what customers are saying.

Profit.co is a global leader in AI-powered performance management and OKR software, empowering organizations of all sizes to align teams, set goals, and drive continuous improvement, serving over 2,000 customers globally, from startups to Fortune 500 companies. The platform integrates Plan, Process, and People through the Performance Triangle framework to bridge the gap between strategy and execution. The plan defines the strategy using tools like OKR Software, Balanced Scorecards, and Strategy Roadmaps. The process drives execution through Project Portfolio Management, Tasks Management, Timesheets and Meeting tools. The People element focuses on Team Engagement, Recognition, Survey, Feedback and Performance Management. With seamless integrations across 80+ business tools and backed by expert coaching, consulting, and 24/7 live support, Profit.co ensures easy adoption and enterprise-scale rollouts.

HighGear, the most popular no-code workflow automation platform, allows everyday business users build enterprise-grade workflow apps without having to write code. HighGear is used by mid-to-large businesses in regulated sectors like banking, insurance, and energy to manage work, improve visibility, streamline operations, and meet compliance requirements. HighGear is an intuitive platform that can be trusted by management and approved IT. It allows you to easily create forms, design processes, and automate workflows.

ITONICS is a leading SaaS provider of systematic innovation management. The AI-powered platform combined with a systematic framework to steer innovation efforts helps companies to identify emerging technologies, trends, and market potential and to translate them into customized growth strategies. With more than 150 experts worldwide, we support innovation leaders such as adidas, AUDI, BMW, CISCO, Intel, Johnson & Johnson, and KPMG.

Workslam is a cutting-edge platform designed for efficient team management and employee appreciation, functioning as both a project management system and a customer relationship management (CRM) tool. It features a comprehensive employee motivation initiative and assessment mechanism, alongside a corporate messenger that facilitates client support and the creation of group discussions. Users can monitor the current status of various business processes, analyze employee tasks and accomplishments, and foster a culture of success that drives individuals to excel in their roles. The platform offers extensive opportunities to engage every team member actively in their work. Furthermore, it allows team members to assess their peers based on key performance indicators, while managers can access detailed analytics for informed decision-making. The corporate messenger doubles as a resource for client maintenance and support, enabling the formation of collaborative group chats. With a user-friendly planning interface that includes Gantt Charts and an efficient kanban-style task management system, users can create new projects, oversee deadlines, and manage the various phases of implementation seamlessly. Overall, Workslam provides a comprehensive solution that enhances productivity and collaboration within teams.

Task Management Software. Streamline your team's workflow with essential tasks that cannot be overlooked. Enhance your team's productivity with straightforward, concise tasks that are consistently completed. Featuring robust functionalities such as online signatures, this tool is trusted by more than 8,000 teams. With a focus on small, clear assignments that always get accomplished, GetBusy addresses the challenge of managing critical tasks that emerge from various sources and platforms, often requiring collaboration from multiple individuals. GetBusy’s task management software allows you to maintain control over your workload, ensuring it is organized and prioritized effectively. Task Management. Picture a scenario where your team is always aware of who is responsible, what needs to be done, and when each task is due. Client Requests. GetBusy extends beyond your internal team, enabling you to assign tasks to anyone, anywhere, much like sending an email. Signatures. Facilitate the exchange and signing of legally binding documents at a fraction of the cost of traditional signature solutions. File Requests. If you need a document, you can request confidential files as straightforward tasks, providing a more secure alternative to email. Plus, it offers various additional features to enhance your team's efficiency and collaboration.

Harvestr serves as a collaborative platform for product management, enabling teams to make well-informed decisions about their roadmaps by utilizing customer feedback and data. This platform boasts essential functionalities such as managing customer feedback, prioritizing opportunities, and constructing detailed product roadmaps. It seamlessly integrates with various customer feedback and data sources like Zendesk, Intercom, Salesforce, and Slack. Designed by product managers specifically for their peers, Harvestr allows for the centralization of product feedback across multiple tools and channels on a large scale. By streamlining this process, it helps save valuable time while providing a thorough understanding of customer requirements. This centralized approach not only aids in effective product prioritization backed by reliable customer data but also ensures that teams focus on the most pressing issues promptly. Moreover, it contributes to maintaining a tidy and organized backlog. By engaging both customers and team members, Harvestr demonstrates that their input is valued, while also offering stakeholders clear visibility into the evolving product roadmap. Ultimately, this fosters a collaborative environment that enhances overall product development efficiency.

Troopr’s automated Slack Check-ins offer a seamless way to connect with your team without the hassle of scheduling additional meetings. You can select from a variety of Check-ins tailored for standups, retrospectives, mood sharing, planning poker, and more. Simply designate the participants, personalize the questions they will receive, and set the timing for these inquiries. Once engaged, you can access comprehensive automated reports both in Slack and online, allowing for the analysis of historical data to gain deeper insights. Troopr Check-ins operate entirely within Slack, eliminating the need for your team to learn a new tool, as it meets them where they already collaborate. With an asynchronous format by default, team members can respond at their convenience during the Check-in process. Furthermore, Troopr integrates seamlessly with existing tools to pull activity logs and enrich Check-in responses with relevant context. The platform provides a variety of templates for daily standups, mood sharing, planning poker, retrospectives, and more, making it easy to replace or supplement traditional standup meetings. By utilizing Troopr Check-ins, you can enhance team engagement and streamline communication effectively.

Flair is an all-encompassing platform built on Salesforce that aims to enhance the professionalism of HR departments by streamlining processes to be both effortless and efficient. It centralizes all employee data, making it readily actionable for your internal automation needs. You can recruit and onboard new employees, handle document management, schedule demand-based shifts, customize time tracking features, export payroll, and leverage robust reporting capabilities through our Salesforce application. The Employee HUB is specifically designed for managers and team leaders, allowing for self-service options that significantly improve time efficiency while providing valuable insights. Users can manage their own documents and submit requests for anything from vacation time to modifications in time entries via our online, desktop, or mobile Employee HUB application. While existing tools excel in automating standard HR functions, Flair recognizes that each company is unique. Thus, it not only provides essential features right from the start but also offers the flexibility to incorporate further customizations as needed. This adaptability ensures that Flair can meet the evolving demands of any organization effectively.

For those who handle projects, jobs, and teams regularly, Trackfront emerges as the ultimate tool for enhancing speed, intelligence, and efficiency in your work processes. The versatile array of tools offered by Trackfront can be utilized individually or in combination, tailored to fit your specific requirements. Furthermore, each tool can be personalized to align with your unique working style, allowing you to truly make it your own. Swiftly responding to potential leads with a tailored proposal significantly boosts your chances of securing new business opportunities. Trackfront streamlines the process of creating precise cost estimates and bespoke proposals with remarkable ease. Navigating the complexities of collaborating with clients or internal teams across various projects can prove to be quite daunting. However, Trackfront simplifies project collaboration by effectively organizing all communications, file sharing, approvals, project phases, milestones, deadlines, and much more. Ensuring your team remains on budget is the fastest route to maximizing profitability. With Trackfront, the management of time and expenses becomes effortlessly straightforward, empowering you to focus on what truly matters—delivering exceptional results. Ultimately, Trackfront is designed to elevate your project management experience, transforming challenges into seamless workflows.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

ProdCamp is a platform for user feedback management that allows businesses to collect and analyze feedback. 1. Collect feedback from multiple channels (Intercom and email forward, public roadmap, embeddable widget, Google Chrome extension, email forward, email agenda, public roadmap, email forward) 2. Based on Salesforce's $ data and votes, analyze and prioritize which building projects to build next. 3. Push to Jira and GitLab 4. Close the feedback loop