10 Best Salesforce-Integrated Project Management Software
Best Project Management Software that Integrates with Salesforce Shortlist
Project management software that effortlessly connects Salesforce can be a game-changer. It can help you save data entry time, easily draw key insights, and deal with bottlenecks before they become a problem. But with so many options on the market, finding the right fit for you and your team can seem overwhelming.
With years of experience managing digital projects and using project management tools, I’ve tested a variety of tools to find the ones that actually work well with Salesforce. Ones that streamline communication, ensure real-time data updates, and help teams work together more smoothly.
Why Trust Our Software Recommendations
Our team has been testing and reviewing software since 2012. As project managers ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria. We also draw on insights from industry thought leaders and practicing project management experts.
Our reviews reflect our human editorial judgment, not a sales pitch.
Expert reviewers:
Salesforce-Integrated Project Management Software Comparison Table
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for robust reporting tools | 14-day free trial | Pricing upon request | Website | |
| 2 | Best for visual project management | Free plan + 14-day free trial available | From $8/user/month (billed annually) | Website | |
| 3 | Best for AI-driven sales-to-delivery handoff | Free plan + 14-day trial available | From $9/user/month (billed annually) | Website | |
| 4 | Best for unified global project oversight | Free trial available | From $16/user/month (billed annually) | Website | |
| 5 | Best for client onboarding tied to CRM deals | 14-day free trial | From $49/user/month (billed annually) | Website | |
| 6 | Best for native Salesforce project delivery | 30-day free trial | From $25/user/month (billed annually) | Website | |
| 7 | Best with advanced onboarding automation | Free demo available | Pricing upon request | Website | |
| 8 | Best for portfolio-scale services delivery tracking | Free demo available | Pricing upon request | Website | |
| 9 | Best for end-to-end services delivery financials | Free demo available | Pricing upon request | Website | |
| 10 | Best for services delivery inside Salesforce | Free demo available | Pricing upon request | Website |
Best Project Management Software that Integrates with Salesforce Reviews
Exploring project management software that integrates with Salesforce can dramatically enhance your team’s efficiency and collaboration. Here, I provide detailed overviews of the best tools that merge seamlessly with Salesforce, designed to optimize your project workflows and data management.
Wrike
Best for robust reporting tools
Wrike is a project management platform that connects task tracking, Gantt-based planning, workload management, and reporting with a native Salesforce managed-package integration for linking CRM records directly to project work.
Who Is Wrike Best For?
Wrike is a strong fit for project and program managers at mid-sized companies who need multi-view project tracking, workload visibility, and Salesforce record linking in one platform.
Why I Picked Wrike
I picked Wrike as one of the best because its reporting and dashboard tools give project managers real visibility into work tied to Salesforce records, without having to chase updates across tools. I like that you can build custom dashboards with configurable widgets, run real-time reports on project status, and view workload charts that flag overloaded team members across projects. The Salesforce widget surfaces linked tasks and their statuses directly on Salesforce records, so delivery progress is visible right where deals live.
Wrike Key Features
- Salesforce managed package: Installs directly into Salesforce Classic or Lightning and adds a widget to your record page layouts, showing linked Wrike tasks and statuses without leaving Salesforce.
- Automated project launch on deal close: Triggers associated Wrike tasks when a Salesforce deal closes, using an optional template copied to a new folder tied to that record.
- Multi-view project tracking: Switch between Gantt, board, table, calendar, and chart views to manage tasks, dependencies, and milestones across projects.
- Scrum boards and backlog management: Prioritize and track sprint work using shared Scrum boards and Agile dashboards alongside your standard project views.
Wrike Integrations
Wrike offers 400+ application integrations, including a native Salesforce managed package and marketplace connections with Jira, GitHub, Slack, Microsoft Teams, Google Sheets, Tableau, and Power BI. Its REST API, OAuth 2.0, webhooks, and Unito-powered paid sync support custom or two-way connectivity.
Pros and Cons
Pros:
- Workload charts flag overloaded team members
- Dependencies and Gantt views clarify delivery timelines
- Dashboards surface project status without update chasing
Cons:
- Advanced cross-project reporting may require spreadsheet exports
- Complex workspace setup can confuse new teams
New Product Updates from Wrike
Wrike Redesigns AI Agent Builder
Wrike redesigns its AI Agent Builder with a side-by-side setup, Scopes, sentence-style triggers and actions, and clearer filters. These changes make it easier to configure, test, and manage agent behavior. For more information, visit Wrike’s official site.
Miro
Best for visual project management
Miro is a visual collaboration platform that combines an infinite canvas with project planning tools, including Kanban boards, timelines, Gantt charts, and tables. Plus a third-party Salesforce integration for importing and updating CRM records directly on the board.
Who Is Miro Best For?
Miro is a strong fit for project managers and cross-functional teams in tech who want a visual workspace for planning, mapping, and tracking work across distributed teams.
Why I Picked Miro
I picked Miro as one of the best because its infinite canvas brings visual project management to life in a way few tools can match. I love how teams can run Kanban boards, Gantt charts, and timelines all in one shared workspace, then pull Salesforce Leads and Contacts directly onto the canvas via the Salesforce for Miro app to keep account context visible alongside project work. It's especially useful when planning sprints or mapping delivery workflows while referencing live CRM records without switching tools.
Miro Key Features
- Infinite canvas: An expandable shared workspace where teams can organize project work, diagrams, and planning artifacts without space limits.
- Real-time board collaboration: Multiple team members can edit, comment, and update boards simultaneously for distributed teams.
- Blocking and blocked-by dependencies: Timeline records can be linked with dependency relationships to surface sequencing constraints across project work.
- Two-way integrations with dev tools: Business plan includes bidirectional sync with Jira, Asana, Linear, ClickUp, and Azure for sprint planning and roadmapping.
Miro Integrations
Miro lists 250+ integrations, including native connections with Jira, Asana, Linear, ClickUp, and Azure DevOps, plus the Salesforce for Miro marketplace app. It also supports Zapier and REST APIs for custom integrations.
Pros and Cons
Pros:
- Templates speed sprint and account planning
- Live collaboration keeps distributed teams aligned
- Visual boards clarify cross-functional project dependencies
Cons:
- Limited capacity planning and utilization reporting
- No project delivery view inside Salesforce
New Product Updates from Miro
Miro Adds Japan Data Residency for Enterprise Customers
Miro has introduced Japan data residency for enterprise customers, offering in-region storage for production data, backups, and metadata, plus in-region compute infrastructure. For more information, visit Miro's official site.
Best for AI-driven sales-to-delivery handoff
monday AI Workspace is an AI-powered work management platform that brings together project planning, task tracking, resource management, workflow automation, and Salesforce integration into a single connected workspace.
Who Is monday AI Workspace Best For?
monday AI Workspace is a strong fit for project and program managers at mid-to-large organizations who need a flexible, AI-assisted workspace to coordinate delivery across multiple teams and workstreams.
Why I Picked monday AI Workspace
I picked monday AI Workspace because it handles the messy transition from a closed-won deal to active delivery better than most tools in its class. Once a Salesforce Opportunity syncs into monday, AI agents can automatically generate project boards from templates, flag deadline risks, and send stakeholder updates without manual setup. I also like that Gantt views, task dependencies, and resource planning all live in the same workspace, so project managers aren't stitching together separate tools to run delivery.
monday AI Workspace Key Features
- AI agent workforce: Deploy pre-built AI agents for PMO tasks, including flagging blockers, tracking task progress, and sending stakeholder updates automatically.
- Portfolio management: Connect multiple project boards into a unified portfolio view showing health, progress, and timeline data across all workstreams.
- Task dependencies: Set Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish relationships between tasks with configurable action modes.
- Salesforce object mapping: Map monday columns to Salesforce standard and custom object fields, including Opportunities, Accounts, Leads, and Contacts, with two-way sync.
monday AI Workspace Integrations
monday AI Workspace documents 850+ integrations and apps, including native Salesforce, HubSpot, QuickBooks, Slack, Microsoft Teams, GitHub, GitLab, Google Calendar, and Outlook integrations. It also provides GraphQL and SDK access for custom integrations.
Pros and Cons
Pros:
- Portfolio resource views surface capacity constraints
- Dependencies and Gantt views expose schedule risk
- Visual boards clarify cross-team delivery status
Cons:
- Financial tracking omits billing and margin controls
- Resource planning requires Enterprise access
New Product Updates from monday AI Workspace
monday AI Workspace Adds Human Approval Routing
monday AI Workspace adds a human-in-the-loop approval block to AI Workflows, sending approval requests and routing workflow paths based on responses. For more information, visit monday AI Workspace's official site.
VOGSY
Best for unified global project oversight
VOGSY is a professional services ERP that connects project management, resource planning, time tracking, invoicing, and CRM synchronization—including with Salesforce—in a single platform built for services-focused teams.
Who Is VOGSY Best For?
VOGSY suits professional services teams managing projects across multiple countries who need resource planning, billing, and financials in one place.
Why I Picked VOGSY
I picked VOGSY as one of the best because it handles the full arc of a professional services engagement—from pipeline to invoice—across multiple countries and currencies in a single platform. When a deal closes in your CRM, VOGSY's sales agent can immediately propose a resourced project plan, complete with deliverables, booked team, hours, and a billing model, ready for approval. I also like how its planning view places opportunity bookings directly alongside live projects, so you can spot capacity conflicts before they become problems.
VOGSY Key Features
- CRM synchronization: Syncs organization, contact, and opportunity data between your CRM and VOGSY, with bidirectional updates for organization records.
- Multi-currency and multi-company support: Manage projects across multiple countries, currencies, and legal entities with consolidated base-currency reporting.
- Flexible billing models: Supports time-and-materials, fixed-price, retainer, subscription, and mixed billing within a single project.
- AI-powered capacity planning: Matches skills to open work, flags overloaded or available staff, and proposes project staffing for review and approval.
VOGSY Integrations
VOGSY offers native integrations with Salesforce, Jira, Trello, Xero, Sage, NetSuite, QuickBooks Online, Google Workspace, and Microsoft 365. Its REST API supports custom connections.
Pros and Cons
Pros:
- Reviewers praise responsive onboarding support
- Margin forecasts connect delivery with finances
- Opportunity bookings appear beside active projects
Cons:
- Sales teams lack embedded delivery visibility
- Project tasks don’t sync into CRM
New Product Updates from VOGSY
VOGSY Adds Velocity Agent Verdicts for Quote Approvals
VOGSY adds Velocity agent verdicts for quote approval requests with risk levels, margin checks, discount analysis, and reasoning. This helps approvers assess quote risk before making a final decision. For more information, visit VOGSY’s official site.
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Best for client onboarding tied to CRM deals
Rocketlane is a professional services automation (PSA) platform that combines project management, resource planning, client portals, and financial tracking—built specifically for services teams that run structured delivery workflows tied to CRM deals.
Who Is Rocketlane Best For?
Rocketlane is a strong fit for professional services teams that need to manage structured client delivery workflows directly connected to their CRM pipeline.
Why I Picked Rocketlane
I picked Rocketlane as one of the best because it's purpose-built for the exact moment a Salesforce deal closes: it automatically spins up a project using deal data, routing it to the right template based on Salesforce fields like SKU, Product Family, or Region. I also love that you can soft-book roles and skills against a deal before it's even won, then convert those soft allocations to hard commitments the moment it closes.
Rocketlane Key Features
- Branded customer portal: Clients can log in via magic link to view project progress, complete approvals, and collaborate directly within a white-labeled portal.
- PSA-grade financial tracking: Teams can manage rate cards, project budgets, margins, revenue recognition, and invoicing from within the same platform.
- Gantt, Kanban, and List views: Project work can be visualized and managed across multiple layout options, with sprint planning, epics, and backlogs included.
- Salesforce sync error notifications: Configurable email alerts notify admins of integration errors, with an in-app log surfacing the last 100 automation error entries.
Rocketlane Integrations
Rocketlane offers native integrations with Salesforce, Jira, Slack, HubSpot, Google Calendar, Outlook Calendar, and Snowflake. It also supports Workato, Zapier, and an API for custom integrations.
Pros and Cons
Pros:
- Customers track progress in branded portals
- Soft-booking helps forecast delivery capacity
- Automates deal-to-project handoffs with templates
Cons:
- Reporting options may not fit team cadence
- Setup can complicate CRM handoffs
New Product Updates from Rocketlane
Rocketlane Introduces Governance and Workforce Agents
Rocketlane introduces Governance Agents and Workforce Agents to automate delivery processes and recurring tasks. These updates help teams enforce rules and streamline project execution. For more information, visit Rocketlane’s official site.
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Best for native Salesforce project delivery
Inspire Planner is a 100% Salesforce-native project management app that supports waterfall and agile delivery, with Gantt, Kanban, and portfolio views, resource management, time tracking, and project financials—all built directly on your Salesforce org.
Who Is Inspire Planner Best For?
Inspire Planner is a strong fit for Salesforce-native teams that manage client delivery directly from their CRM, especially those running implementation or onboarding projects tied to closed deals.
Why I Picked Inspire Planner
I picked Inspire Planner as one of the best because it's the only tool on my list that lives entirely inside Salesforce, with no syncing to an external app. What I love most is the Opportunity-to-project Flow: when a deal closes, a project automatically spins up, linked to the Account and Opportunity, with templates stitched directly from the products on that deal. I also rely on the resource utilization views to track capacity across active projects without ever leaving my Salesforce org.
Inspire Planner Key Features
- Gantt chart with critical path: An interactive Gantt view displays dependencies, milestones, baselines, and critical path mapping across your project schedule.
- Agile backlog and sprint planning: Organize backlog items, create user stories, and group work into prioritized sprints with burnup, burndown, and velocity charts.
- External Project Portal: Share project schedules with external contacts so they can view tasks and update status, effort, and comments without a Salesforce license.
- Project financials tracking: Track budgets, expenses, earned value, and cost variance with automatic cost calculations based on effort and resource rates.
Inspire Planner Integrations
Inspire Planner offers native integrations across Salesforce, including Salesforce Tasks, Opportunities, Chatter, Reports and Dashboards, Flow, Process Builder, and the Salesforce mobile app. It supports custom integrations through the standard Salesforce API.
Pros and Cons
Pros:
- Reviewers praise responsive customer support
- Portfolio views show progress and resource allocation
- Gantt charts clarify task dependencies
Cons:
- Resource load leveling has reported gaps
- No invoicing or portfolio-level cost rollups
TaskRay
Best with advanced onboarding automation
TaskRay is a Salesforce-native project management platform that runs as a managed package inside Salesforce, offering task tracking, multi-view project management, onboarding automation, resource planning, and external stakeholder collaboration—all built directly on Salesforce records and objects.
Who Is TaskRay Best For?
TaskRay is a strong fit for sales operations and customer success teams that manage post-sale delivery entirely within Salesforce.
Why I Picked TaskRay
TaskRay earns its spot on my shortlist because no other tool automates the sales-to-delivery handoff quite like it does inside Salesforce. I'm particularly drawn to the packaged Create Project from Opportunity flow, which fires automatically when a deal hits Closed Won and builds a full project from a template without any manual setup. Pair that with customer onboarding scores and Sales/Customer Success handoff workflows baked into the Starter plan, and you've got a genuinely structured onboarding automation engine, not just a task list.
TaskRay Key Features
- Salesforce object mapping: Link projects and tasks to standard or custom Salesforce objects, including Accounts, Campaigns, Cases, and Contacts, via configurable lookup relationships.
- Resource Planner: Visualize team utilization on a timeline, review availability, distribute unassigned work, and adjust assignments on active projects.
- Collaboration Connect: Send assigned tasks to external stakeholders by email so they can update status and leave comments without a Salesforce login.
- Timer and timesheet: Track billable and non-billable time directly within Salesforce using built-in timers and timesheet records.
TaskRay Integrations
TaskRay is native to Salesforce, including Sales Cloud, Service Cloud, Experience Cloud, and CPQ, and integrates with Jira, Slack, Microsoft Teams, Gmail, and Outlook. It supports Salesforce APIs, invocable Apex actions, and global Apex methods for custom integrations.
Pros and Cons
Pros:
- Reviewers value clear milestone and status visibility
- Opportunity triggers launch templated onboarding projects
- Keeps delivery work on Salesforce records
Cons:
- Reviewers report friction editing dates and dependencies
- Setup can challenge teams unfamiliar with Salesforce
Best for portfolio-scale services delivery tracking
Planview AdaptiveWork is a portfolio and work management platform that connects Salesforce CRM to professional services delivery through project planning, resource management, financial tracking, and bidirectional data sync.
Who Is Planview AdaptiveWork Best For?
Planview AdaptiveWork is a strong fit for professional services teams that need to connect a Salesforce sales pipeline directly to project delivery, resource planning, and financial tracking at the portfolio level.
Why I Picked Planview AdaptiveWork
I picked Planview AdaptiveWork because it's built specifically for professional services teams that need to manage delivery at the portfolio level, not just the project level. Its dedicated Salesforce Edition connects opportunity data directly to project creation, so when a deal moves forward, your delivery team can trigger a full project plan without re-entering CRM context. I also appreciate how the financial tracking layer ties timesheets, rate cards, and revenue forecasting back to Salesforce dashboards showing active backlog and profitability trends by engagement.
Planview AdaptiveWork Key Features
- Hybrid work management: Supports waterfall, agile/Scrum, and hybrid delivery methods within a single workspace, with connections to external tools like Jira.
- AI-powered sentiment analysis: Scans project communications and status updates in real time to flag potential delivery risks before they escalate.
- Rate card configuration: Defines resource billing, cost, and revenue rates by role, user, or project to support accurate client invoicing.
- External collaborator portal: Gives clients or external stakeholders access to projects, files, and conversations without requiring a full platform license.
Planview AdaptiveWork Integrations
Planview AdaptiveWork offers native integrations with Salesforce, Salesforce Chatter, and SharePoint. It also connects with Jira, Microsoft Teams, and Slack, supports Zapier, and provides an API for custom integrations.
Pros and Cons
Pros:
- Budget and time tracking support services profitability
- Resource forecasts expose cross-project capacity constraints
- Portfolio views connect schedules, workload, and financials
Cons:
- Sync can misattribute activity or behave inconsistently
- Large plans make schedule changes cumbersome
Certinia
Best for end-to-end services delivery financials
Certinia Professional Services Cloud is a Salesforce-native PSA platform that connects project management, resource scheduling, services estimation, billing, and financial tracking within your existing Salesforce environment.
Who Is Certinia Best For?
Certinia is a strong fit for professional services leaders who need to manage the full delivery lifecycle. From estimation and resourcing to billing and revenue recognition, users can monitor this all without leaving Salesforce.
Why I Picked Certinia
Certinia earns its spot on my shortlist because it's purpose-built to manage the full financial arc of services delivery, from initial estimation through revenue recognition, directly within Salesforce. I particularly like how Services Estimation lets you model resource roles, margins, and expenses before a deal closes, then converts that estimate directly into a project once the opportunity is won. Connected to Services Financials, my team can track bookings, backlog, and rate realization in real time.
Certinia Key Features
- Resource request management: Submit, track, and fulfill resource requests from scoping through project delivery using configurable best-fit assignment criteria.
- Project Gantt component: View and edit project tasks, dependencies, milestones, and assignments directly on a Salesforce project record using a built-in Lightning component.
- Multi-model billing support: Bill clients across time-and-materials, fixed-fee, subscription, and product-sale models within a single billing system.
- Services Communities: Give clients and partners role-based, branded access to project data, timecards, expenses, and invoices through Salesforce Experience Cloud sites.
Certinia Integrations
Certinia Professional Services Cloud is native to Salesforce and lists integrations with Concur (SAP), Docusign, Microsoft Outlook, MuleSoft, Avalara, and Expensify. It also supports REST and SOAP APIs for custom integrations.
Pros and Cons
Pros:
- Billing and forecasting connect project finances
- Resource utilization spans staffing and workloads
- Salesforce-native project tasks update shared records
Cons:
- Performance can slow with large datasets
- Configuration often needs Salesforce administrator expertise
Certinia PS Cloud is a Salesforce-native professional services automation platform that covers project management, resource planning, services estimation, billing, and financial tracking—all within the Salesforce environment.
Who Is Certinia PS Cloud Best For?
Certinia PS Cloud is built for professional services teams that run their entire delivery operation—from resource planning to billing—inside Salesforce.
Why I Picked Certinia PS Cloud
I picked Certinia PS Cloud because it's the only tool on this list that doesn't integrate with Salesforce—it runs entirely inside it, sharing the same records, data model, and UI. I love that project managers can embed a live Gantt directly on a Salesforce project record, tracking task dependencies, milestones, and resource assignments without ever leaving the platform. The Work Planner adds real staffing depth, showing over- and under-allocation across your team so you can drag and reschedule assignments on the spot.
Certinia PS Cloud Key Features
- Services estimation: Model resource roles, seniority, discounts, and expenses to build profit-aligned quotes using best-practice templates and historical data.
- Multiple billing models: Support time-and-materials, fixed-fee, subscription, and product-sales billing from a single centralized invoicing workflow.
- Skills and experience analytics: Use analytics dashboards to view team capabilities and allocate resources based on skills, experience, and availability.
- Shared opportunity pipeline views: Give delivery teams real-time visibility into the sales pipeline so resource planning can begin before a deal closes.
Certinia PS Cloud Integrations
Certinia PS Cloud integrates natively with Salesforce CRM and lists integrations with Avalara, AvidXchange, Concur, DocuSign, Expensify, Microsoft Outlook, and MuleSoft. RESTful APIs and SOAP-based web services support custom integrations.
Pros and Cons
Pros:
- Project financials connect delivery, billing, and margins
- Work Planner exposes allocation gaps and utilization
- Gantt tracks dependencies, milestones, and task status
Cons:
- Reviewers report dated screens and slow performance
- Custom handoffs require Apex development
Other Project Management Software that Integrates with Salesforce
Below is a list of additional project management software that integrates with Salesforce that I shortlisted. While they didn’t make the top list, they are still valuable and worth further research.
- Mission Control
For opportunity-to-project scoping by line item
- Kantata
For professional services automation
- Smartsheet
For spreadsheet-style Salesforce project sync
- Scoro
For PSA teams bridging quotes and delivery
- Hive
For Salesforce-triggered project creation
- ClickUp
For all-in-one project management
- Jira
For AI-powered task automation
- Asana
For cross-team task tracking tied to CRM data
How I Evaluate Project Management Tools That Integrate With Salesforce
I split my evaluation into three parts, weighting core functionality most: link projects to Salesforce, sync updates both ways, and show delivery status there. Next, I look for differentiators like opportunity templates or PSA financial tracking. Finally, I consider setup support, Salesforce license fit, and pricing value for handoffs.
Core Functionality (Table Stakes For This List)
When I'm selecting tools for my list, I score each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. I then convert the total into a percentage to help assess each tool's overall fit, with extra weight on any functionalities I’ve deemed essential.
- Native Salesforce Integration (Essential): I look for an officially supported Salesforce connection that links delivery work to CRM records, rather than relying only on generic automation.
- Task & Project Tracking (Essential): For a closed-won implementation, I check for assigned tasks, due dates, milestones, and timeline views teams can manage outside Salesforce.
- Bidirectional Data Sync: I assess whether status or date changes made in either system return to the other, reducing duplicate updates during delivery.
- Salesforce Object Mapping: I look for configurable links to Opportunities, Accounts, Cases, and custom objects so each project retains its customer context.
- Salesforce Visibility: I check whether sales can see current project status, tasks, and progress inside Salesforce without switching tools.
- Resource & Workload Management: Across active engagements, I look for team-level workload views that reveal assignments and capacity before new work is committed.
Once I have a list of tools that meet the criteria, I consider what sets each platform apart.
Differentiating Factors (What Sets Vendors Apart)
Here's how I compare and contrast different vendors:
Standout Features
I look for tools built as native Salesforce managed packages, since they inherit org-level security and work inside Lightning without iframe workarounds. Pre-built opportunity templates matter just as much—when a deal closes, a mapped template can spin up a project with the right tasks, contacts, and line items already attached. I also check for client-facing portal access so stakeholders can track progress without needing a license.
Beyond Features
I evaluate how cleanly a tool moves a closed-won deal into an active project—whether contacts, line items, and notes carry over automatically or require manual re-entry. A bad handoff undoes the whole point of connecting your PM tool to Salesforce. I also check Salesforce edition compatibility, since some integrations need Enterprise-level API access that teams on Professional edition won't have. For services teams, I look at whether the vendor is purpose-built for PSA work like billing and utilization tracking, or just generic project management with a connector added on.
How to Choose Project Management Software that Integrates with Salesforce
As you work through your own unique software selection process, keep the following points in mind:
- Customization and Scalability: The software should be tailored to your organization's needs and grow with your business. Customization includes adding specific objects and fields, while scalability ensures the software can handle more projects and users over time.
- Methodology Support: Select software that aligns with your team's project management methodologies, whether Agile, Waterfall, or a hybrid. The right tools, such as Gantt charts or Agile boards, are vital for supporting your team's preferred processes.
- User Experience and Collaboration: A user-friendly interface is key, along with features that bolster teamwork. (Such as discussion boards and document sharing) Integration with collaboration platforms such as Chatter, email, Microsoft Teams, or Slack can further enhance communication and keep teams on track.
- Reporting and Analytics: Advanced reporting and analytics are important for monitoring project health and guiding decisions. Customizable reports and dashboards provide valuable insights into project metrics, aiding managers in proactive project oversight.
These considerations address various challenges and requirements, from data management and customization to methodology compatibility, team collaboration, and insightful analytics for informed decision-making.
As the intersection of project management software and Salesforce integration continues to evolve, businesses can expect to see enhanced efficiencies and streamlined operations. By embracing these trends, companies can drive more informed decision-making and achieve superior project outcomes.
Native Salesforce vs. Salesforce Integration: What's the Difference?
Not all Salesforce integrations work the same way. The type of integration can affect how data moves between systems, how much setup is required, and where your team manages projects.
Salesforce-native: The project management tool is built directly on the Salesforce platform, keeping CRM and project data in the same environment. This is often best for Salesforce-centric teams that want closely connected sales and delivery workflows.
Native Salesforce connector: The project management tool operates separately but provides an official integration with Salesforce. Depending on the connector, teams may be able to sync opportunities, accounts, contacts, custom fields, and project updates between the two platforms.
Third-party integration: Salesforce connects to the project management tool through a service such as Zapier, Make, or Workato. This can work well for simple automations, but capabilities and maintenance requirements depend on the third-party platform.
When comparing tools, don't just check whether Salesforce integration is available. Look at what data can sync, whether the sync is bidirectional, and whether workflows such as turning a closed opportunity into a project can be automated.
What is Project Management Software that Integrates with Salesforce?
Project management software that integrates with Salesforce combines the capabilities of project management tools with the extensive customer relationship management (CRM) features of Salesforce. By connecting these systems, teams can manage projects directly from Salesforce, accessing tasks, timelines, resources, and analytics while maintaining a unified view of customer interactions, sales data, and project progress.
Features
When comparing project management software that integrates with Salesforce, focus on features that connect sales data with project delivery and reduce manual work between systems:
- Real-Time Data Synchronization: Keeps customer, opportunity, and project information consistent between Salesforce and your project management tool.
- Workflow Automation: Automates actions between systems, such as creating a project when an opportunity reaches Closed Won or updating Salesforce when a project milestone is completed.
- Custom Field and Object Support: Allows the integration to work with the Salesforce fields and objects your team actually uses, including custom configurations.
- Bidirectional Sync: Enables information to move both to and from Salesforce, helping sales and delivery teams work with current data without duplicating updates.
- Project Templates: Standardizes the transition from sales to delivery by automatically applying repeatable project plans to new customers or opportunities.
- Cross-Platform Reporting: Connects Salesforce data with project status, resources, time, or financial information to provide better visibility across the customer lifecycle.
The most important features will depend on how closely your sales and project workflows need to connect. Prioritize integrations that reduce manual handoffs while giving both teams access to the information they need.
Benefits of Project Management Software That Integrates with Salesforce
Integrating project management software with Salesforce can help connect the sales and delivery sides of your business. Key benefits include:
- Smoother Sales-to-Project Handoffs: Automatically transfer customer and opportunity data into new projects, reducing manual setup and lost information.
- Shared Customer Visibility: Give sales, account, and project teams access to relevant customer and project information across the lifecycle.
- Less Manual Data Entry: Sync information between systems to reduce duplicate updates, errors, and time spent maintaining records.
- Better Project and CRM Reporting: Combine Salesforce data with project status, resource, time, or financial information for a clearer view of customer and project performance.
- More Consistent Workflows: Automate processes such as creating projects from closed opportunities, assigning work, and updating Salesforce as projects progress.
Ultimately, the integration helps bridge the gap between winning work in Salesforce and delivering it through your project management platform.
Trends
Salesforce project management integrations are becoming more automated and connected. Key trends include:
- Automated Sales-to-Project Handoffs: More tools can create projects, tasks, and workflows automatically when Salesforce opportunities reach key stages.
- Deeper Bidirectional Sync: Integrations are expanding beyond basic contact syncing to keep opportunities, accounts, custom fields, and project updates aligned across platforms.
- AI-Powered Workflow Automation: AI is increasingly being used to automate tasks, summarize project activity, and surface relevant CRM and project information.
- Unified Sales and Delivery Reporting: Teams increasingly want CRM and project data connected so they can track customer, delivery, resource, and financial performance together.
These trends are making integration depth and automation more important considerations when choosing project management software for Salesforce.
Costs and Pricing
When selecting project management software that integrates with Salesforce, software buyers should be aware of the various plans and pricing options available. Understanding the plan types, average pricing, and common features can help buyers make an informed decision that aligns with their business requirements and budget constraints. Here's a look at how much different project management softwares can cost:
Plan Comparison Table for Project Management Software That Integrates with Salesforce
| Plan Type | Average Price | Common Features |
| Free Option | $0 | Basic project tracking, limited integrations, and essential collaboration tools |
| Entry-Level | $5 - $15/user/month | Task management, basic reporting, simple integrations with Salesforce, and limited support |
| Mid-Range | $15 - $35/user/month | Enhanced project tracking, reporting features, additional Salesforce integrations, and priority support |
| Premium | $35+/user/month | Advanced project management, comprehensive reporting, full Salesforce integration, and dedicated support |
Remember, when considering a plan, you should evaluate the level of Salesforce integration required and the complexity of project management features needed for your organization.
Project Management Software that Integrates with Salesforce FAQs
Here are some commonly asked questions about project management software that integrates with salesforce.
Can I track time and expenses within project management tools that integrate with Salesforce?
Yes, many project management tools that integrate with Salesforce offer time and expense tracking features. These features enable teams to log hours and expenses directly related to project tasks, which can then be viewed and managed within Salesforce for accurate billing and reporting.
Is it possible to customize the integration between Salesforce and project management software?
Customization is often possible with project management software that integrates with Salesforce. Depending on the software, you may be able to tailor the integration to fit your specific workflow, such as custom fields, project templates, and automated triggers that align with your business processes.
How does integrating project management software with Salesforce affect reporting capabilities?
Integrating project management software with Salesforce can enhance reporting capabilities by combining sales and project data. This allows for comprehensive reports that can provide insights into project performance, resource allocation, and overall business health.
Are there project management solutions that are native to Salesforce?
Yes, there are project management solutions that are built natively on the Salesforce platform. These solutions offer deep integration and can leverage Salesforce’s existing features and data structure, providing a more cohesive experience.
How does data security work with integrated project management and Salesforce?
Data security in integrated project management and Salesforce systems is typically managed through robust security protocols, including user permissions, encryption, and compliance with industry standards. It’s important to review the security measures of the project management tool to ensure it meets your organization’s requirements.
Can I manage projects on the go with Salesforce-integrated project management software?
Many project management tools that integrate with Salesforce offer mobile apps or mobile-friendly interfaces, allowing team members to manage projects, access data, and collaborate from anywhere, at any time, using their mobile devices.
Does Salesforce have built-in project management?
Salesforce offers basic task and workflow capabilities, but teams typically use an integrated project management tool for more advanced planning, collaboration, and resource management.
Can Salesforce and project management software sync both ways?
Yes, some integrations support bidirectional syncing, allowing data and updates to move between Salesforce and the project management platform.
Can Salesforce automatically create a project when an opportunity closes?
Yes. Many Salesforce project management integrations can automatically create a project when an opportunity reaches Closed Won, although the exact setup varies by tool.