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.
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Best Project Management Software That Integrates with Salesforce Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best with advanced onboarding automation | Free demo available | Pricing upon request | Website | |
| 2 | Best for unified task, resource, and finances | 14-day free trial + free demo available | From $19.90/user/month (billed annually) | Website | |
| 3 | Best for robust reporting tools | 14-day free trial + free plan available | From $10/user/month (billed annually) | Website | |
| 4 | Best for visual project management | Free plan available | From $8/member/month (billed annually) | Website | |
| 5 | Best for unified global project oversight | Free trial available | From $16/user/month (billed annually) | Website | |
| 6 | Best for all-in-one project management | Free plan available | From $7/user/month (billed annually) | Website | |
| 7 | Best for team collaboration and task management | Free plan available | From $10.99/user/month (billed annually) | Website | |
| 8 | Best for AI-powered task automation | Free plan available | From $7.91/user/month | Website | |
| 9 | Best for customer collaboration management | Free plan + free demo available | From $350/month (billed annually) | Website | |
| 10 | Best for consolidating project tools | 14-day free trial + free demo + free plan available | From $10/user/month (billed annually) | Website |
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Celoxis
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5 -
Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4
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.
TaskRay is a Salesforce-native project management platform designed for teams who need to manage projects, automate workflows, and track customer onboarding directly within Salesforce.
Who Is TaskRay Best For?
TaskRay is a good fit for Salesforce-centric teams in customer success, onboarding, or operations roles who need project management built into their CRM.
Why I Picked TaskRay
I picked TaskRay as one of the best because its onboarding automation features are built directly into Salesforce, making it easy to launch and manage customer onboarding projects. I use its project templates and automated task assignments to standardize onboarding workflows. My team relies on milestone tracking and automated notifications to keep everyone aligned throughout the onboarding process.
TaskRay Key Features
- Kanban board views: Visualize project progress and manage tasks using drag-and-drop boards inside Salesforce.
- Time tracking: Log and monitor time spent on project tasks directly within each project record.
- Resource management: Allocate team members to projects and balance workloads using built-in resource planning tools.
- Salesforce reports and dashboards: Build custom reports and dashboards using Salesforce analytics to track project metrics.
TaskRay Integrations
TaskRay is built natively on Salesforce and integrates directly within the Salesforce platform. An API is available for custom integrations.
Why Should You Choose TaskRay? Choose TaskRay if you want project management built directly into Salesforce, allowing teams to manage customer delivery without moving between separate platforms.
Pros and Cons
Pros:
- Customer-facing project portals for client visibility
- Detailed audit trails for compliance tracking
- Advanced onboarding automation with templated workflows
Cons:
- Complex setup for non-Salesforce admins
- No free-forever plan or freemium tier
Scoro is an all-in-one work management software that integrates various business processes, including project management, CRM, billing, and reporting. This comprehensive platform aims to enhance operational efficiency by providing tools to manage tasks, resources, and financials within a unified system.
Who Is Scoro Best For?
Scoro is a strong fit for mid-sized agencies, consultancies, and professional services firms that bill by time and need to connect sales pipelines directly to project delivery.
Why I Picked Scoro
I picked Scoro because its Salesforce integration allows for the automatic synchronization of sales activities and project data between Salesforce and Scoro, ensuring that all teams have access to the latest information. Additionally, Scoro’s powerful project management tools enable detailed project planning, resource allocation, and financial tracking, making it easier to manage projects from inception to completion.
Scoro Key Features
- Salesforce opportunity sync: Automatically imports Salesforce opportunities into Scoro for project and quote management.
- Gantt chart with dependencies: Visualize project timelines with task links, milestones, and real-time updates.
- Resource planner: Allocate resources, track workload, and view team capacity in a single calendar-based interface.
- Automated invoicing: Create and send invoices from project data, integrating billable time and cost items.
Scoro Integrations
Scoro provides native integrations with Salesforce, Xero, QuickBooks, Google Calendar, Microsoft Exchange, Expensify, Stripe, Jira, HubSpot, Google Drive, Dropbox, Okta, Azure AD,and Zapier, and offers an API for custom integrations.
Why Should You Choose Scoro? Choose Scoro if you want a CRM and project management software to connect Salesforce sales data with project delivery, resource planning, time tracking, and financial management in one work management platform.
Pros and Cons
Pros:
- Real-time project tracking
- End-to-end business management features
- Good invoicing system
Cons:
- Customization options can be complex
- Mobile app is less robust than web version
New Product Updates from Scoro
Scoro Adds Revenue Models, Forecasting, and Sage Intacct Updates
Scoro adds project revenue models, updated forecasting metrics, and Sage Intacct integration improvements for better financial management. These updates help teams track revenue based on contract types, improve project forecasting, and streamline accounting workflows. For more information, visit Scoro’s official site.
Wrike is a comprehensive project management software designed to help teams collaborate effectively and optimize their workflows. Known for its robust capabilities, Wrike offers comprehensive salesforce project management capabilities designed to help teams collaborate effectively and optimize their workflows.
Who Is Wrike Best For?
Wrike suits mid-size to enterprise teams in professional services, operations, or RevOps who need structured project delivery tied directly to their Salesforce pipeline.
Why I Picked Wrike
I picked Wrike as one of the best because its Salesforce integration allows data flow between Wrike and Salesforce, ensuring that sales teams have access to up-to-date project information and can communicate more effectively with project managers. Additionally, Wrike’s robust reporting tools complement Salesforce’s CRM capabilities, providing a comprehensive view of both sales and project metrics in one place.
Wrike Key Features
- Custom request forms: Collect job requests and automatically generate projects or tasks with dynamic intake forms.
- Automated workflow builder: Visually create and modify process automations across teams without writing code.
- Salesforce object linking: Link any Salesforce object, including custom types, directly to Wrike project folders or tasks.
- Enterprise-grade user permissions: Set granular access controls with role-based permissions and customer-managed encryption keys.
Wrike Integrations
Wrike offers hundreds of integrations through its built-in integrations and marketplace, including tools like Salesforce, Google Drive, Slack, Microsoft Teams, Dropbox, Adobe Creative Cloud, Box, Evernote, OneDrive, Trello, and GitHub. It also supports Zapier and provides an API for custom integrations.
Why Should You Choose Wrike? Choose Wrike if you need robust project and portfolio management outside Salesforce while keeping sales and delivery teams connected through shared customer and project data.
Pros and Cons
Pros:
- Granular role-based permissions suit enterprise teams
- Automated blueprints accelerate post-sale project setup
- Datahub unifies CRM and project metrics
Cons:
- Advanced security and automation only available on higher-tier plans
- Customization options can be complex
New Product Updates from Wrike
Wrike Inbox Adds Search and Notification Filters
Wrike Inbox adds search across Incoming, Sent, and Archive, along with filters for Approvals and @mentions. The update helps users find specific notifications faster and apply bulk actions only to matched results. For more information, visit Wrike’s official site.
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Miro is a visual collaboration workspace that combines infinite canvas-based planning, diagramming, and project tracking with AI-powered workflows and a Salesforce integration for syncing CRM records directly to project boards.
Who Is Miro Best For?
Miro is a strong fit for cross-functional teams in product, design, and engineering that need a shared visual workspace to plan and manage work alongside Salesforce data.
Why I Picked Miro
I picked Miro as one of the best because its infinite canvas gives teams a way to visualize project management that no list-based tool can replicate. Miro allows users to import Salesforce data directly into Miro boards, providing a visual representation of sales pipelines, customer journeys, and project progress. Teams can create dynamic dashboards that update in real time, ensuring that all members have access to the latest information.
Miro Key Features
- Salesforce for Miro app: Sync and update Salesforce records directly from Miro boards with a bidirectional real-time connection.
- Interactive templates library: Access 300+ built-in templates and 7,000+ community templates for project planning, mapping, and workflow design.
- Multi-user collaboration: Collaborate in real time with video, comments, voting, and up to 200 editors per board.
- AI-powered workflows: Build visual automation flows and integrate team-specific AI sidekicks to optimize repetitive work.
Miro Integrations
Miro offers native integrations with Salesforce, Jira, Confluence, Microsoft 365, Google Workspace, Slack, Zoom, Asana, Notion, Airtable, and connects with Zapier. An API is available for custom integrations.
Why Should You Choose Miro? Choose Miro if your Salesforce workflows benefit from highly visual collaboration, particularly for planning, workshops, brainstorming, and mapping customer or project processes.
Pros and Cons
Pros:
- Real-time collaboration features
- Customizable workflow templates
- Infinite whiteboard for flexible project management
Cons:
- May take time to get used to customization possibilities
- Some integrations are limited to higher-tier plans
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.
VOGSY is a tool crafted for project teams across the globe, merging CRM and ERP functionalities into one platform. It helps manage people, projects, and finances effectively, catering to international operations—with native integration for Salesforce users who want unified visibility from sales to delivery.
Who Is VOGSY Best For?
VOGSY is a strong fit for mid-sized professional services firms operating across multiple regions or legal entities that need to manage delivery and finances in one platform.
Why I Picked VOGSY
I picked VOGSY because it offers a unified resource pool, perfect for managing projects across different countries and currencies. You can easily track international projects and connect to local finance packages, while Salesforce integration ensures smooth handoffs between sales and project teams. Its consolidated reporting lets you manage revenue, costs, and margins without juggling multiple systems. I also like how it works with global accounting tools, streamlining invoicing and making financial reporting more reliable. It’s a great fit for businesses looking to scale international operations with tight financial oversight.
VOGSY Key Features
- Salesforce CRM bidirectional sync: Syncs opportunity, contact, and account data between Salesforce and VOGSY using automated flows.
- Multi-currency project accounting: Supports project budgeting, billing, and expense management across different currencies and jurisdictions.
- Resource capacity planning: Allocates teams based on skills, workload, and availability across multiple departments or global entities.
- Time and expense tracking integration: Captures time and expenses directly or imports from tools like Jira for consolidated billing and reporting.
VOGSY Integrations
VOGSY offers native integrations with Salesforce, Google Workspace, Jira, QuickBooks, Xero, and Zapier. An API is available for custom integrations.
Why Should You Choose VOGSY? Choose VOGSY if you're a professional services team that needs to connect Salesforce opportunities with project delivery, resourcing, time tracking, and financial operations.
Pros and Cons
Pros:
- Multi-entity financial reporting built into the platform
- Automated opportunity-to-project conversion via Salesforce triggers
- Real-time margin visibility across global entities
Cons:
- Limited mobile functionality
- Basic customization options feel restrictive
New Product Updates from VOGSY
VOGSY Adds Practices and Financial Totals in Planning Views
VOGSY adds a new Practices layer for consolidated reporting and displays revenue and cost totals directly in planning views so you get high-level insights and instant financial context without extra steps. For more information, visit VOGSY’s official site.
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ClickUp is an all-in-one project management platform that combines task management, docs, time tracking, dashboards, and workflow automation with a Salesforce integration to bridge sales pipelines and project delivery teams.
Who Is ClickUp Best For?
ClickUp is a strong fit for mid-sized teams in professional services or client delivery that want to consolidate project management, docs, and collaboration into a single workspace.
Why I Picked ClickUp
ClickUp earns its spot because it replaces the most tools of any platform I've tested, handling tasks, docs, time tracking, and dashboards in one workspace. I like that the Salesforce integration converts closed-won deals directly into ClickUp tasks, removing the manual handoff between sales and delivery teams. The pre-built Salesforce Data Integration Template gives my team a running start with custom statuses and Gantt views already configured.
ClickUp Key Features
- ClickUp Brain AI: Combines workspace search, task automation, and AI assistants for project updates and knowledge management.
- Workload and capacity views: Lets you visualize and manage individual and team resource allocation across all projects.
- Portfolio level dashboards: Supplies customizable dashboards that blend project statuses, sprint velocity, and deadline tracking.
- Whiteboards and docs: Provides collaborative documentation, brainstorming, and process mapping directly alongside your projects and tasks.
ClickUp Integrations
ClickUp offers native integrations with Slack, Google Drive, Microsoft Teams, GitHub, GitLab, Zoom, Dropbox, Figma, OneDrive, and Zapier. An API is available for custom integrations.
Why Should You Choose ClickUp? Choose ClickUp if you want a flexible all-in-one workspace where Salesforce activity can feed into customizable project workflows, tasks, and team collaboration.
Pros and Cons
Pros:
- Multiple project views suit varied team workflows
- Pre-built Salesforce template reduces configuration time
- Converts closed-won deals into tasks automatically
Cons:
- Lives outside the Salesforce org architecture
- Salesforce connector lacks bidirectional custom object sync
Asana is flexible salesforce project management tool that connects task tracking, workflow automation, goal management, and Salesforce integration to help teams coordinate project delivery across sales and execution functions.
Who Is Asana Best For?
Mid-size to enterprise companies in tech and professional services will get the most from Asana, particularly cross-functional teams managing delivery workflows tied to a Salesforce sales pipeline.
Why I Picked Asana
Asana earns its spot on my shortlist because of how naturally it bridges the moment a deal closes in Salesforce to the moment a project team picks up the work. I use Asana Rules to automatically generate tasks and notify the right team members the instant an opportunity moves to closed-won, with no manual handoff required. The Timeline and Portfolio views then let my team track delivery across multiple client projects simultaneously, all connected back to Salesforce opportunity data.
Asana Key Features
- Goals and OKR tracking: Set, align, and monitor company, team, or individual goals connected to projects and tasks.
- Custom workflow automation: Build automated workflows with branching logic to route tasks, assign work, or trigger actions from Salesforce events.
- Portfolio and workload management: Manage multiple client projects, track resource allocation, and balance workloads across teams.
- Universal reporting and dashboards: Create project dashboards, visualize cross-project metrics, and export reports for stakeholder visibility.
Asana Integrations
Asana offers native integrations with Salesforce, Slack, Google Workspace, Microsoft 365, Zoom, Jira Cloud, and Adobe Creative Cloud. It also connects with Zapier and has an API for custom integrations.
Why Should You Choose Asana? Choose Asana if you want sales activity in Salesforce to trigger structured, easy-to-use workflows for teams managing post-sale projects and cross-functional work.
Pros and Cons
Pros:
- Strong task dependency and milestone tracking built-in
- Highly customizable task templates per project type
- Automation rules trigger tasks from Salesforce events
Cons:
- Cross-project reporting lacks depth for PSA teams
- No native time tracking for billable projects
Jira is an agile project management platform that combines issue tracking, sprint planning, workflow automation, and cross-team reporting across engineering, product, and business teams.
Who Is Jira Best For?
Jira is a strong fit for software development and product teams at mid-size to enterprise companies that run agile delivery workflows across engineering and product functions.
Why I Picked Jira
I picked Jira as one of the best because Rovo AI takes the manual work out of project setup in a way I haven't seen in other tools. Feed it a project brief and it breaks tasks down, auto-assigns them by role, and flags risks before a sprint starts. On the Salesforce side, connectors like Exalate can sync closed-won opportunities to Jira Epics, putting Rovo's AI-driven task creation to work the moment a deal closes.
Jira Key Features
- Multiple project views: Switch between board, list, timeline, and calendar views for flexible project tracking.
- Dependency management: Visualize and manage relationships between tasks and epics to coordinate complex projects.
- Marketplace integrations: Access over 3,000 apps and connectors—including certified Salesforce sync add-ons—through the Atlassian Marketplace.
- Custom workflows: Design project workflows tailored to your team's unique processes and approval steps.
Jira Integrations
Jira offers marketplace integrations with Salesforce, Slack, Microsoft Teams, GitHub, Google Workspace, Zendesk, ServiceNow, Trello, and Confluence. An API is available for custom integrations.
Pros and Cons
Pros:
- Agile boards adapt to complex sprint workflows
- Granular permission controls across teams and projects
- Rovo AI generates tasks from project briefs
Cons:
- Overwhelming for teams outside software development
- Requires paid connector plugin setup
Dock is a customer collaboration platform that combines digital sales rooms, client onboarding portals, project plans, and content management with a bidirectional Salesforce integration.
Who Is Dock Best For?
Dock suits B2B sales and customer success teams at mid-market SaaS companies that need a structured, Salesforce-connected handoff from deal close to client onboarding.
Why I Picked Dock
I picked Dock as one of the best because no other tool on my shortlist handles the sales-to-onboarding handoff quite like it. When a deal closes in Salesforce, Dock automatically spins up a branded client workspace, complete with a project plan populated with due dates pulled directly from Salesforce key dates. I also like that every client action inside that workspace, completing a task, signing an order form, watching a video, flows back into the Salesforce record in real time.
Dock Key Features
- Content management system: Centralizes sales and onboarding assets, slides, and templates for easy client access.
- Client portal customization: Lets teams brand and personalize client-facing workspaces with logos, colors, and key details from Salesforce.
- Order form integration: Connects customizable digital order forms with Salesforce Pricebooks for streamlined sales operations.
- CRM activity tracking: Automatically logs client and project engagement data—like views, task completions, and document interactions—back to the Salesforce record.
Dock Integrations
Dock offers native integrations with Salesforce, HubSpot, Slack, and Google Drive. It also connects with Zapier and provides an API for custom integrations.
Why Should You Choose Dock? Choose Dock if your priority is creating a smoother handoff from Salesforce-managed sales opportunities into collaborative customer onboarding and post-sale workspaces.
Pros and Cons
Pros:
- Branded portals eliminate external client seat costs
- Client engagement logged directly into Salesforce records
- Automatic workspace creation from closed-won deals
Cons:
- Not built for internal-only project workflows
- Limited Gantt and dependency tracking capabilities
Nifty is a project management platform that consolidates tasks, milestones, docs, discussions, and reporting into a single workspace, with Salesforce connectivity available through third-party integrations like Zapier.
Who Is Nifty Best For?
Nifty suits small to mid-sized teams and client-facing project managers who are managing multiple disconnected tools and want to bring tasks, docs, and communication into one place.
Why I Picked Nifty
I picked Nifty as one of the best because teams managing client projects alongside a Salesforce CRM often juggle too many disconnected tools, and Nifty directly solves that. The milestone-to-task progress roll-up is genuinely useful: task completion automatically advances the milestone, removing manual status updates across separate platforms. Portfolio views then give me cross-project visibility without switching between dashboards.
Nifty Key Features
- Orbit AI: AI-powered project planning, task prioritization, and automated status updates in your workspace.
- Docs with Google Sync: Create native Nifty docs or link to Google Docs, with two-way syncing for real-time updates.
- Workflow automations: Automate repetitive task actions, milestone creations, or reminders with custom workflow rules.
- File proofing and annotation: Upload files and collaborate with built-in markup and feedback on project documents and assets.
Nifty Integrations
Nifty offers native integrations with Google Drive, Google Calendar, Zoom, Slack, and GitHub. It connects with Zapier and provides an API for custom integrations.
Why Should You Choose Nifty? Choose Nifty if you want a straightforward project workspace for managing milestones, tasks, discussions, and documents alongside customer information from Salesforce.
Pros and Cons
Pros:
- Portfolio view spans all active projects
- Built-in docs reduce context-switching across tools
- Milestones auto-update from task completion
Cons:
- Reporting depth limited versus dedicated PSA tools
- Salesforce sync requires third-party connectors
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.
- ProofHub
For unified project planning
- Teamwork.com
For client service businesses
- Podio
For workflow automation
- ProjectManager
For hybrid project management
- VivifyScrum
For Agile-focused teams
- Bitrix24
For unlimited users at no cost
- Hive
For user feedback
- Kantata
For professional services automation
- HoneyBook
For client management
- Smartsheet
For spreadsheet-like project management
How I Evaluate Project Management Tools That Integrate With Salesforce
I split my evaluation into two layers: the core Salesforce-to-project workflows a tool must nail to make the list, and the differentiators that determine best fit for a given team.
Core Functionality (Table Stakes For This List)
When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. Then, I calculate the tool's total score into a percentage. Each tool needs to achieve a minimum total score of 65% to be considered for inclusion.
- Native Salesforce Integration: I check whether a tool connects through an official AppExchange listing or native connector, not just a third-party middleware workaround.
- Opportunity-to-Project Conversion: The handoff from closed-won deal to active project is where I look for automated triggers, template mapping, and field carryover.
- Task & Project Management: Core PM capabilities like dependencies, milestones, Gantt or timeline views, and templates need to hold up for real delivery work.
- Bidirectional Data Sync: I evaluate whether project status, dates, and custom fields push back into Salesforce records so account teams stay informed without asking.
- Resource & Team Collaboration: Assigning team members, tracking workloads, and collaborating in context of a Salesforce account or deal is what I look for here.
- CRM-to-Project Reporting: Dashboards that combine CRM revenue data with delivery metrics matter—I check for cross-object reporting across both systems.
Once I have a list of tools that meet this 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
Tools that surface project boards and task updates directly inside Salesforce Lightning pages save account managers from constant app-switching. I also evaluate whether a platform offers time tracking tied to Salesforce accounts or opportunities—this matters most for services teams billing against client projects. Quote-to-project automation is another factor I look for, where sold CPQ line items automatically generate scoped delivery plans with the right tasks and milestones already mapped.
Beyond Features
Deployment architecture matters—I evaluate whether a tool is built natively on the Salesforce Lightning Platform or runs as an external SaaS with a connector, since this affects API call limits, data residency, and admin complexity. Licensing structure is another key factor, especially how pricing scales for non-CRM contributors like engineers or designers who need project access but not a full Salesforce seat. I also consider ecosystem fit, checking for connections to tools like Jira, Slack, and QuickBooks that round out a typical delivery team's stack.
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 of Project Management Software That Integrates with Salesforce
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.
Costs and Pricing of Project Management Software That Integrates with Salesforce
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.