Best Work Management Software for Microsoft 365

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

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

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.

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.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

ProjectManager is project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

Adobe Workfront is a leading enterprise work management solution designed to help marketing teams plan, coordinate, and execute projects at scale. Serving as a marketing system of record, it centralizes tasks, resources, timelines, and reporting into a single, structured environment. Teams can move planning activities out of silos and into shared modules that link strategy directly to execution workflows. Interactive views such as calendars, timelines, and dashboards provide role-specific visibility and actionable insights. Automation capabilities streamline approvals, task routing, and repetitive processes to improve operational efficiency. Workfront supports agencies and in-house teams alike, enabling seamless cross-functional collaboration across complex ecosystems. Built-in review and approval tools ensure brand compliance and creative alignment. Deep integrations with Adobe Experience Manager, Creative Cloud, Frame.io, and GenStudio enhance the content supply chain. Recognized by industry analysts and customers, Workfront drives measurable improvements in project velocity and output. By unifying planning and execution, Adobe Workfront empowers enterprises to deliver campaigns faster and with greater precision.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

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.

Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified. Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365. Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.

Experience the freedom of working from anywhere with Swit, which unites your teams so you can effectively communicate and manage tasks regardless of your location. With a single work suite to fulfill all your collaborative needs, you can say goodbye to the hassle of constantly switching between chat and task management platforms, which often leads to a loss of context. Swit provides a cohesive environment for collaboration, allowing you to stay focused and informed. By reducing distractions, Swit enables you to turn off unnecessary notifications, contributing to a more enjoyable work-life balance. One comprehensive suite is all you need for a smoother work experience. Enjoy seamless workflows that allow tasks to flow naturally without compromising interaction due to integrations. Swit caters to diverse teams by offering a universal collaboration hub that supports various methodologies, ensuring that all members can thrive. By streamlining communication, Swit’s chat feature significantly cuts down on messaging volume, allowing for more productive actions and exchanges. Ultimately, Swit empowers teams to work smarter and collaborate more efficiently than ever before.

Organizations strive to evolve, innovate, and remain competitive in their industries. They reflect the complexity of the individuals within them, brimming with potential yet often hindered by established routines. Embracing business agility involves cultivating a mindset and adopting practices and tools that prioritize value creation and a deep focus on customer needs. The OnePlan team is dedicated to guiding your organization towards enhanced innovation, adaptability, and speed through tailored technology and consulting services that align with your unique journey. It is essential to identify critical business strategies and link these to execution activities across the enterprise. Ensuring that work aligns with objectives, desired business outcomes, and real-time performance metrics is paramount. By broadening agile practices to encompass more teams, including those at the executive level, organizations can significantly improve their time to market, product quality, and overall productivity. Teams should be empowered to utilize the execution methods and tools that best meet their distinct requirements. Furthermore, maintaining visibility and facilitating decision-making across all levels is crucial in navigating the complexities of change. Ultimately, effective leadership involves the capability to respond to change swiftly and with assuredness, fostering an environment where innovation can thrive.

Zenzap combines user-friendly chat features with effective productivity tools to enhance your daily organization around various topics while enabling effortless collaboration with team members. Each topic serves as a compact workspace, complete with specific tasks, documents, links, and other useful functionalities. Within every chat, you can manage your to-do lists, delegate tasks to colleagues, establish deadlines, or simply discuss them. Zenzap ensures you stay organized with all your responsibilities, allowing for seamless integration of your preferred work applications to maintain everything in sync and centralized. You have the flexibility to collaborate with your own team, other departments, or even external partners, all from any device with ease. Its intuitive design means you will feel familiar with the interface whether you're a first-time user or a seasoned pro, making it consistently enjoyable to use. Additionally, your data remains encrypted at all times, ensuring that you maintain control over who can access your workspace. Furthermore, Zenzap not only boosts productivity but also fosters a collaborative environment where ideas can flourish freely.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

One app that can do it all, transforms the way your team works. You can bring everything together with 50+ integrations to help you coordinate your workflows. PeerBie connects everyone in your organization, whether you are at work or on the move. To encourage collaboration and communication among your colleagues, you can use features such as project management, messaging, customer management, and product management. You can increase employee productivity and measure your performance. Performance points are awarded to employees based on their engagement, such as the completion of tasks. You can monitor and track your employees' performance in real-time. This is the easiest way to manage your team's tasks, projects, and productivity. Your team can share the secret to success! Invite your team and get started working together. Collaborate now with your team to create your first projects.

Achieve punctual delivery consistently with Moovila, the most precise work management system available globally. Welcome to the innovative project management solution that comes with its own integrated project manager. Unify your entire work environment by utilizing the same data on one platform, featuring an intuitive visual roadmap, AI-guided coaching, and productivity metrics for projects. Our Critical Path Engine designs your project digitally while gathering essential data to predict timelines, automatically generate schedules, and handle work variations, allowing you to swiftly adjust to changes. To alleviate the uncertainty caused by fluctuations in the workplace, our engine offers diagnostic insights that help maintain projects on track toward their completion. Enhance your visibility and obtain crucial insights for making informed decisions rapidly, thereby ensuring a seamless workflow. Foster collaboration among all participants, including team members, executives, clients, and suppliers, through SmartSchedule, an autonomous feature for work scheduling and prioritization, along with additional tools designed to streamline your project management experience. This holistic approach empowers teams to stay aligned and responsive in a dynamic work environment.

Microsoft Kaizala is a straightforward and secure application designed for work management and mobile messaging. It allows users to engage with various networks, including partners, suppliers, customers, and citizens, while ensuring secure communication. By simply signing up with a phone number, individuals can connect and coordinate seamlessly with anyone they need to, enhancing their work efficiency. The app facilitates effective coordination through multimedia messaging, as well as audio and video calling, all within a user-friendly chat interface. Users can also manage tasks, collect data, and gain insights through the integrated work management action cards that Kaizala offers. With this platform, you can securely connect with millions of users and create adaptable groups that can feature hierarchies and hub-and-spoke models, all thanks to Kaizala's open directory model. Signing up for this free mobile app is easy, as it only requires a phone number. Additionally, Microsoft Kaizala enables the digitization of business processes by allowing integration with various business systems through its open APIs and customizable action cards. You can also automate specific processes by leveraging Microsoft 365 integration, which includes tools like Microsoft Flow, SharePoint, Excel, and Power BI, making it a versatile tool for modern organizations. This comprehensive integration and automation capability make Microsoft Kaizala not just a messaging app but a vital component of effective business management.

Manage your information seamlessly and tailor it specifically for your team with Lists, the intelligent tracking application available in Microsoft 365. Collaborate with users from any location and enhance organization by customizing your lists for a variety of needs such as events, issues, and assets. Get started quickly by utilizing pre-designed templates, and easily access your most recent and favorite lists. Whether you're in the office or on the go, you can track and manage your lists effortlessly, and sharing them with colleagues is a breeze. Engage in real-time collaboration with conversation features alongside your lists, ensuring your team stays aligned. Focus on what’s important by utilizing rules, reminders, and comments to keep priorities clear. View your lists in a format that suits you best, whether it’s a calendar, grid, gallery, or a personalized layout. Fine-tune the basic form elements and emphasize critical information through conditional formatting. You can also create custom productivity applications using lists as the foundational data source, and enhance forms with Power Apps while streamlining workflows through Power Automate. This multifaceted tool makes information management not just easier, but also more efficient for any team dynamic.

Uppwise CWM provides a robust dashboarding module that is both user-configurable and role-based, enabling users to evaluate the status of work at the levels of individual, team, or project. By utilizing advanced business intelligence features, users can create real-time dashboards and reports to communicate progress and updates across any level of the organization. Gartner highlights that collaborative work management is essential within the framework of the new work nucleus. The New Work Nucleus (NWN) encompasses a dynamic array of multivendor, SaaS-based productivity applications designed for personal and team use, effectively replacing outdated on-premises software that has long been focused around Microsoft Office. This shift towards modern solutions signifies a transformation in how organizations manage collaboration and productivity, paving the way for more efficient workflows.

KanBo in the workplace ensures that every team member is aware of their tasks and is proactive in completing them. By fostering an environment free from the fear of personal blame, KanBo encourages individuals to take ownership of their responsibilities. This platform accommodates various work styles and hybrid approaches throughout your organization, promoting a culture of accountability, independence, and skill development. With enhanced focus and clear objectives, your team can dedicate time to think critically, experiment, and innovate. By implementing KanBo, you can motivate your team, leading to unprecedented levels of performance and achievement. Moreover, KanBo adopts an employee-centered approach to technology, incorporating meaningful integrations that align with your existing infrastructure while maintaining harmony with your IT department. Ultimately, KanBo empowers organizations to optimize their return on investment from platforms such as SharePoint, Microsoft Office 365, Google Suite, AWS, or Salesforce, ensuring that technology serves to enhance productivity and collaboration. With KanBo, the potential for growth and success becomes limitless.