Best Work Management Software for Salesforce

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Project Insight (PI), a modern project and portfolio management software, can aggregate and report on all projects in your organization. PI consolidates your work, projects, and tasks in one online platform that you can customize to suit your business needs. PI is ideal for companies with complex project management requirements such as budgeting, scheduling, time-tracking, and capacity planning. However, PI is easy to use and customizable, which allows them to provide exceptional customer service. You can easily combine data from key CRM, accounting, DevOps and support software to give stakeholders real-time insights into your project. The FREE version of PI lets you start quickly and grow as you go.

Avaza allows you to manage projects, track time, expenses, send invoices, and receive online payments. Avaza is a one-stop solution for project management, time tracking and invoicing. It allows companies to focus on clients. This platform is ideal for consultants, freelancers, and small businesses. It is accessible anywhere, on any device.

Kissflow is an easy-to-use, low-code platform for custom application development tailored to business operations. Kissflow empowers process owners and IT developers to automate and build processes and applications for internal business operations.

Adobe Workfront is an award-winning online management software that helps modern businesses focus on the right work and produce the best work. It also speeds up delivery. Workfront is suitable for all marketing teams. It allows users to create and proof content, manage project requests, plan and prioritize them, use reporting functions, and even use the timeline planning and management tools. Workfront is a tool that helps teams succeed, whether they are working on large projects or addressing ad-hoc needs.

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.

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.

ProjectManager is an award-winning SaaS company that is transforming how businesses get work done in this hybrid world. Our SaaS project and work management solutions enable world-class collaboration for thousands of customers globally, with tools for project planning, workflow management, resource management and time tracking across the entire work lifecycle. ProjectManager is simple enough for anyone to use, yet powerful enough for managers to make data-driven decisions and for businesses to manage projects of all levels of complexity. Organizations such as Nestle, Avis and Lubrizol rely on our software to manage their teams, their projects, and do amazing things together. ProjectManager is headquartered in Austin, with offices in Auckland, Seattle, and other great cities around the globe.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Planview AdaptiveWork, formerly Clarizen, allows PMOs and professional service delivery teams of any size to gain real-time transparency across all their work. It automates workflows, proactively controls risks, and delivers greater business impact. Align your workforce to the company strategy, and ensure that they are focused on delivering the right things at just the right time. Track, manage and prioritize work requests, and ensure that all requests include all relevant information needed to execute. Bi-directional integration using custom triggers for capturing opportunity details to plan your client's projects. Automate and manage all stages of the request process (submission, scoring and routing) to be considered as projects, tasks, or work.

Professional service companies around the globe love Accelo to manage client work profitably. The cloud-based platform handles all aspects of client work delivery from prospect to payment. It also manages tickets, retainers and timesheets. The client work management platform puts an emphasis on money and time. It gives you a complete view of your most recent business data and financial performance. Client communications, activities, and work are all centralized on a single platform so you can always see where things are without needing to ask for status updates. Accelo improves efficiency and streamlines workflows across the business. It also helps teams and leaders coordinate better and increase visibility. This allows professionals to concentrate on the most important work while leaders can run the business. Managers can deliver projects on time and within budget by harnessing the power of automation.

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 for managing business projects. Jira Work Management (formerly Jira Core) allows you to see all information about a project at a glance. Keep your team organized and manage your projects. A workflow is the key to managing projects and tasks in Jira Work Management. Workflows help you organize your process and allow your team to track your tasks. Jira Work Management Cloud instances also include boards that allow users to visualize their workflows and drag-and-drop tasks from to be done to done. Only available in the cloud. Task management is made easier by having statuses, comments and attachments all in one place. Everyone can see the details of a project at a glance without needing to email or set up meetings. Notifications let you know when your attention is required. What are the tasks that are still being worked on? Which team member has too many tasks? Jira Work Management allows you to track the status of your team’s projects in a variety of ways. You can do this with a quick overview or customized dashboards.

Workslam is a platform that enables team management, employee recognition, project management system, and CRM. It features an employee motivation system, an assessment system for employees, and a corporate messenger. This can be used to support clients, maintain them, and create group chats. Analyze the success and tasks of employees, track the current situation for each business process. Encourage employee success and motivate them even more. There are many opportunities to involve all members of the team in the work. This system allows team members and managers to evaluate each other's work in all key parameters. Group chats can be used to support customers and maintain relationships with them. It features a Gantt Chart-style planning system and modern task management in the form of kanbans. You can create new projects and control the stages and timing of their implementation.

Zenzap combines chat and productivity tools in a single, easy-to-use platform. You can organize your day around different topics and collaborate with other group members. Each topic is a mini workspace with its own tasks and files, links and other features. Each chat has its own tasks. You can assign tasks to your team members, set deadlines, or simply chat about them. Zenzap keeps you on top of all the things you need to accomplish. Connect all your favorite tools to keep everything in sync. You can work from anywhere with your team, other teams or even people who are not in your workspace. {Zenzap is so intuitive, you already know how to use it, Whether you're using it for the first time or the 50th, it's always easy and always a pleasure.|Zenzap's intuitive interface makes it easy to use, whether you're using the app for the first or 50th time.} All of your data is encrypted at all times. You can control who enters your workspace.

KanBo at work means that everyone in your team knows what they need to do and they do it. KanBo makes it easy to do work without fear of reprisal or for people to take responsibility. KanBo supports hybrid work styles and different work methods within your organization to encourage responsibility, autonomy, and mastery. Your team will have more time to think, experiment and explore ideas when they are clear-headed and focused. KanBo can inspire your team to achieve their best results. KanBo is a technology company that focuses on employees. It uses meaningful integrations to create a harmonious environment for your infrastructure and work in harmony with your IT department. KanBo assists organisations in maximising the ROI of their on-premise SharePoint, Microsoft Office 365 and Google Suite, AWS, or Salesforce.

Uppwise CWM provides a powerful, role-based and user-configurable dashboarding module that helps you assess the status of your work at individual, team, or project levels. You can use advanced BI features to create real-time dashboards or reports to share progress updates and status updates at all levels of an organization. Gartner says that collaborative work management plays an important role in the new work nucleus. The New Work Nucleus (NWN), a collection of SaaS-based, ever-changing personal and team productivity apps that replaces decades-old applications centered around Microsoft Office, is a collection that is multivendor and multivendor.