20 Best Project Management Software That Integrates With Salesforce Reviewed In 2024
Best Project Management Software That Integrates with Salesforce Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
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Project management software that effortlessly connects Salesforce can be a game-changer, 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 a variety of project management tools, I've seen firsthand what works and what doesn't. Here's my selection of the top project management software that integrates with Salesforce.
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Best Project Management Software That Integrates with Salesforce Summary
| Tools | Price | |
|---|---|---|
| Miro | From $8/user/month (billed annually) | Website |
| Scoro | From $26/user/month (min 5 seats) | Website |
| Wrike | From $9.80/user/month (min of 2 seats) | Website |
| Nifty | From $5/user/month (billed annually) + free plan available | Website |
| Teamwork.com | From $11/user/month (billed annually) + free plan available | Website |
| VivifyScrum | From $96 (one time fee for 10 users) | Website |
| ProofHub | From $79/month (billed annually) | Website |
| Podio | From $11.20/user/month (billed annually) + free plan available | Website |
| Bitrix24 | From $49/user/month (billed annually) | Website |
| Dock | From $49/person/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow 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, like 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.
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.
Miro is an online collaborative whiteboarding platform designed to help teams visualize, plan, and execute projects more effectively. With its infinite canvas and a suite of interactive tools, Miro enables users to brainstorm ideas, map out workflows, and create detailed project plans.
Why I picked Miro: 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.
Standout features & integrations:
Features include mind maps, Kanban boards, Gantt charts, templates library, real-time collaboration, sticky notes, commenting, voting, presentation mode, video conferencing, export options, file attachments, and task tracking.
Integrations include Salesforce, Google Drive, Dropbox, OneDrive, Slack, Microsoft Teams, Jira, Trello, Asana, Zoom, Microsoft Office, Notion, Confluence, Airtable, Zapier, and more.
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
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.
Why I picked Scoro: 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.
Standout features & integrations:
Features include quoting and budgeting, resource planning, retainers, time tracking, reporting and dashboard, invoicing, cost management, collaboration, task management, team dashboards, and work scheduling.
Integrations include Salesforce, Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, Jira, HubSpot, Google Drive, Dropbox, Okta, Azure AD, and Zapier.
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
Wrike is a comprehensive project management software designed to help teams collaborate effectively and streamline their workflows. Known for its robust capabilities, Wrike offers a variety of tools to manage projects, track progress, and ensure timely completion of tasks.
Why I picked Wrike: 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.
Standout features & integrations:
Features include time tracking, automation, Gantt charts, workload management, custom request forms, budget management, project templates, proofing and approvals, document versioning, real-time newsfeed, and mobile app support.
Integrations include Salesforce, Google Drive, Slack, Microsoft Teams, Dropbox, Adobe Creative Cloud, Box, Evernote, OneDrive, GitHub, Zapier, and Trello.
Pros and cons
Pros:
- Good workflow automation features
- Robust reporting capabilities
- Flexible project templates
Cons:
- Advanced security and automation only available on higher-tier plans
- Customization options can be complex
Nifty is a project management tool that simplifies project planning and team collaboration.
Why I picked Nifty: Nifty offers a unique ability to bring together various project management functionalities into one cohesive platform. It provides a centralized hub for all project-related activities, which can greatly improve efficiency and reduce the need for multiple disparate systems.
Standout features & integrations:
Features include task management, milestones, discussions, docs, and files, all of which are designed to support team collaboration and project oversight. The platform also offers time tracking and reporting tools to help manage project progress.
Integrations include Salesforce, Slack, Google Drive, Dropbox, and Zoom.
Pros and cons
Pros:
- Offers time tracking and reporting features
- Integrates with Salesforce and other popular tools
- Centralizes multiple project management tools in one platform
Cons:
- Limited advanced features and integrations
- Limited mobile app functions
Teamwork is a project management platform tailored for client service businesses, offering a suite of tools to manage work and client relationships effectively. It stands out as the best for client service businesses due to its comprehensive features that cater specifically to the needs of agencies, consulting services, and other client-focused teams.
Why I picked Teamwork: Teamwork streamlines client work operations and provides a strong focus on collaboration and resource management. Its ability to integrate seamlessly with Salesforce enhances its appeal for client service businesses, as it allows for better tracking and management of client interactions and projects.
Standout features & integrations:
Features include project management, task lists and subtasks, time tracking, milestone tracking, Gantt charts, workload management, risk register, file storage, team messaging, client portals, invoicing and billing features, customizable dashboards, integration with third-party apps like Google Drive and Dropbox, and mobile app accessibility.
Integrations include Salesforce, Slack, Zapier, Microsoft Teams, Google Drive, Box, OneDrive Personal, Dropbox, Microsoft Office, Harvest, Quickbooks, HubSpot, OneDrive Business, SharePoint, and Microsoft Project.
Pros and cons
Pros:
- Flexible pricing plans with a free option for small teams
- Wide range of integrations with popular tools and apps
- Comprehensive project management features tailored for client service businesses
Cons:
- Minimum user requirements for paid plans may not suit very small teams
- The interface and wealth of features may be overwhelming for some users
VivifyScrum is a tool designed for Agile project management and collaboration. It’s recognized for its Agile-centric approach, catering to the specific needs of Agile teams.
Why I picked VivifyScrum: VivifyScrum’s dedication to Agile methodologies makes it distinct from other project management software. Its commitment to Agile principles ensures that it is the best choice for teams that prioritize agility in their project management practices. Additionally, its intuitive interface and visual task management features, such as boards and burndown charts, help teams maintain visibility and control over their projects, ensuring tasks are completed efficiently.
Standout features & integrations:
Features include Scrum and Kanban boards, product backlog management, sprint planning, task management, time tracking, team collaboration tools, burndown charts, performance metrics, invoicing, file sharing, integrated calendar, customizable workflows, access roles management, and mobile app accessibility.
Integrations include Salesforce, GitHub, Slack, and Trello.
Pros and cons
Pros:
- Wide range of integrations
- Comprehensive time tracking and invoicing
- Intuitive Scrum and Kanban boards
Cons:
- Salesforce integration is external, not native
- Limited customization options
ProofHub is a project management tool that centralizes tasks, projects, and communication. It’s best for all-in-one project planning due to its wide range of features that cater to various aspects of project management, including task assignment, time tracking, and collaboration across teams.
Why I picked ProofHub: ProofHub hosts an extensive set of features that streamline project planning and execution. Its ability to bring together tasks, discussions, documents, and timelines in one centralized location makes it stand out from other project management tools. ProofHub provides a unified platform for managing all project components, which is essential for maintaining organization and ensuring project success.
Standout features & integrations:
Features include task management, custom workflows, Kanban boards, Gantt charts, time tracking, discussions, file sharing, note taking, calendar management, timesheets, reminders, project templates, reports, access control, multilingual support, and mobile app functionality.
Integrations include Salesforce, Dropbox, Google Drive, Box, and OneDrive.
Pros and cons
Pros:
- Integrates with a variety of other tools
- Flat-rate pricing with no per-user fees
- Offers a wide range of project management features
Cons:
- Storage space may be insufficient for larger teams or projects
- Limited advanced reporting features
Podio is a flexible and customizable platform designed for project management and workflow automation. It allows users to create custom workflows that can automate repetitive tasks, streamline processes, and ensure consistency across projects.
Why I picked Podio: Podio's highly customizable environment adapts to various workflow needs, enabling teams to streamline their operations seamlessly. It integrates project planning, task management, and communication tools in one platform, facilitating collaboration and increasing transparency across projects.
Standout features & integrations:
Features include task management, automated workflows, visual reports, and interactive sales dashboards. It also offers user management, unlimited client users, and a light user role for external collaborators.
Integrations include Salesforce, Zapier, Google Drive, Dropbox, and more.
Pros and cons
Pros:
- Free plan available for small teams
- Wide range of integrations with other tools
- Customizable workflows for process automation
Cons:
- Lower functionality on mobile app
- May have a learning curve for new users
Bitrix24 is a comprehensive online workspace offering CRM, task management, and collaboration tools. It stands out as the best for unlimited users at no cost, providing a wide range of features without a price tag for an unlimited number of users.
Why I picked Bitrix24: Bitrix24 offers a robust set of tools that cater to various business needs without limiting the number of users, which is rare in the market. This makes it an ideal solution for growing businesses that want to scale without incurring additional costs. It’s best for companies looking to maximize their resources while expanding their team, as it removes the barriers typically associated with user-based pricing models.
Standout features & integrations:
Features include a comprehensive CRM system, advanced task and project management capabilities, and a suite of collaboration tools that facilitate efficient teamwork. The platform also boasts a rich set of automation tools and an AI-powered assistant to streamline workflows.
Integrations include Mailchimp, Gmail, Google Calendar, Google Drive, Microsoft Office, Microsoft Outlook, OpenOffice, Dropbox, Xero, and Docusign.
Pros and cons
Pros:
- Comprehensive CRM and project management tools
- Over 400 native integrations
- Free plan for unlimited users
Cons:
- Slower loading times for large volumes of data and multiple users
- Potential learning curve due to extensive features
Dock is a customer and deal management software with features that enable your sales and customer support teams, and facilitate ongoing customer collaboration and project management. The customizable customer portals allow you to share important documents and proposals, and manage tasks for both customer and internal team members.
Why I picked Dock: I chose this platform because of how it combines sales, onboarding, and ongoing project management tools. Users can create collaborative project plans with customers and assign tasks to both internal and external team members. Tasks can be customized with checklists, descriptions, images, and links, giving teammates everything they need to work on their deliverables.
Standout Features & Integrations:
Features include mutual success onboarding plans, buying signals, custom branding, a flexible workspace editor, secure sharing and digital signatures, centralized client-facing content management, and a wide range of customizable templates.
Integrations include HubSpot, Salesforce, Slack, Zoom, Airtable, Pandadoc, Typeform, and more.
Pros and cons
Pros:
- Quotes can be transformed into order forms
- Engagement analytics to track customer success
- Wide range of templates for standardizing processes
Cons:
- Order forms are priced as an add-on
- Salesforce integration is locked to the Enterprise plan
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.
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Project Management Software That Integrates with Salesforce Selection Criteria
Selecting the right project management software is an important decision that hinges on the software's functionality and its ability to meet specific use cases. As an expert who has personally tried and researched these tools, I have developed a set of criteria that are essential when evaluating project management solutions that integrate with Salesforce.
Core Functionality: 25% of Total Weighting Score
- Task assignment and tracking
- Time tracking and logging
- Resource management
- Reporting and analytics
- Collaboration and communication tools
Additional Standout Features: 25% of Total Weighting Score
- Innovative dashboard customization options for enhanced data visualization
- Advanced automation features for workflow optimization
- Integration capabilities with other tools beyond Salesforce
- Real-time updates and notifications to keep teams aligned
- Mobile app availability with full feature access for on-the-go management
Usability: 10% of Total Weighting Score
- Intuitive navigation and user interface
- Clear and concise layout of project timelines
- Drag-and-drop functionality for ease of scheduling
- Filtering and tagging systems for efficient asset management
- Balance between comprehensive features and user-friendly design
Onboarding: 10% of Total Weighting Score
- Availability of step-by-step guides and tutorials
- Access to customizable templates for quick project setup
- Interactive product tours to familiarize users with the interface
- Support channels like chatbots and webinars for real-time assistance
- Clear documentation for both basic and advanced features
Customer Support: 10% of Total Weighting Score
- Responsiveness of the support team to inquiries and issues
- Multiple channels of support, including email, phone, and live chat
- Comprehensive knowledge base for self-service troubleshooting
- Community forums for peer-to-peer assistance and advice
- Commitment to continuous improvement based on customer feedback
Value For Money: 10% of Total Weighting Score
- Transparent pricing models with clear feature breakdowns
- Comparison of cost versus the breadth and depth of features offered
- Scalability of pricing plans to accommodate business growth
- Free trials or demos to evaluate the software before purchase
- Return on investment considerations based on efficiency gains
Customer Reviews: 10% of Total Weighting Score
- Consistency of positive feedback across various user segments
- Specific mentions of how the software addresses common pain points
- User testimonials on the impact of the software on project outcomes
- Analysis of any recurring criticisms and how they are addressed
- Overall satisfaction ratings in relation to similar market offerings
With these criteria, buyers can make informed decisions about which project management solution will best suit their organizational needs.
Trends for Project Management Software That Integrates with Salesforce
Here are the latest trends for project management tools that I’ve noticed, and the ways in which these innovations can enhance collaboration and efficiency in the workplace.
- Embracing Artificial Intelligence (AI): AI is becoming a staple in project management, automating tasks and enhancing decision-making. Its integration with Salesforce is streamlining workflows and optimizing resource allocation, making it a key trend.
- Remote Project Management Evolution: Remote work is reshaping project management, requiring new tools and methods. Recently, project managers are adapting by fostering remote-friendly cultures and implementing robust tracking systems.
- Agile Project Management Maturity: Agile practices are maturing, with organizations refining their approach to align with specific needs. This trend is about deepening Agile integration beyond basic principles.
- Sustainability Integration: Sustainability is becoming integral to project management. Recently, balancing economic, social, and environmental factors is a priority for project managers using Salesforce.
- Blockchain for Enhanced Project Security: Blockchain is enhancing project security within Salesforce integrations. Its adoption is ensuring data integrity and decentralized governance.
- Data-Driven Decision Making: Data-driven decision-making is paramount, with project managers leveraging analytics to inform their choices throughout the project lifecycle.
- Hybrid Project Management Models: Hybrid models are on the rise, combining Waterfall and Agile principles. This trend allows for tailored approaches to project management within Salesforce.
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.
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 selecting project management software that integrates with Salesforce, the right features can provide teams with the information they need to make informed decisions and execute projects efficiently. Here are the top features to look for when shopping for your next solution:
- Real-Time Data Synchronization: This feature ensures that updates in Salesforce are immediately reflected in the project management tool. It's vital for maintaining data accuracy and ensuring all team members have access to the latest information.
- Customizable Workflows: Tailoring workflows to match the unique processes of a team can significantly improve efficiency. This allows teams to set up the project management software to reflect their specific needs and Salesforce setup.
- Task Automation: Automating routine tasks saves time and reduces the risk of human error. This can trigger actions in Salesforce based on project updates, streamlining the workflow.
- Collaboration Tools: Effective communication is key to project success. This includes shared workspaces, chat functions, and comment threads that keep conversations connected to the relevant tasks and projects.
- Time Tracking and Reporting: Keeping track of time spent on various tasks and projects is essential for billing and productivity analysis. This allows for accurate time recording and generates reports directly from the project management software.
- Project Templates: Starting new projects is faster and more consistent when using templates. This lets teams to create and reuse project plans that work well, saving time on setup.
- Resource Management: Understanding team capacity and effectively allocating resources is crucial for project success. This provides visibility into who is available and when, helping to prevent overcommitment.
- File Sharing and Document Management: Centralizing documents within the project management tool simplifies access and version control. This ensures that the most current documents are always at hand and easily accessible through Salesforce.
- Advanced Analytics: Gaining insights into project performance can inform future strategies. This allows for the creation of custom reports and dashboards that help track progress and identify trends.
- Mobile Accessibility: Teams often need to access project information on the go. This ensures that the project management software is accessible from mobile devices, allowing for updates and communication from anywhere.
Selecting project management software with these features can significantly support the alignment between sales and project execution. By ensuring that the chosen tool enhances the connection with Salesforce, teams can maintain a clear view of customer interactions, project progress, and business outcomes.
Benefits of Project Management Software That Integrates with Salesforce
By combining the capabilities of Salesforce with robust project management tools, organizations can leverage the strengths of both systems to enhance their business processes. Here are some of the primary benefits that users and organizations can expect:
- Centralized Customer Information: By integrating project management software with Salesforce, all customer information is centralized, providing a unified view of customer interactions and project details. This ensures that team members have access to the most up-to-date information, leading to better-informed decisions and a more cohesive customer management strategy.
- Streamlined Communication: Effective communication is facilitated as team members can access Salesforce data within the project management platform. This integration reduces the need to switch between systems, saving time and reducing the potential for errors, thus improving overall team coordination and project outcomes.
- Enhanced Visibility and Reporting: Users gain enhanced visibility into project progress and performance metrics by combining Salesforce data with project management insights. This integration allows for more accurate and comprehensive reporting, aiding in strategic decision-making and resource allocation.
- Automated Workflows and Processes: The integration enables the automation of workflows and processes that span both project management and customer relationship management. This automation reduces manual effort, accelerates project timelines, and ensures consistency in how projects are managed and tracked.
- Improved Resource Management: With the integration, organizations can better manage their resources by aligning project tasks with Salesforce data, such as sales forecasts and customer service requirements. This alignment helps ensure that the right resources are allocated to the right tasks at the right time, maximizing efficiency and effectiveness.
The integration of project management software with Salesforce brings together the best of both worlds, offering a powerful combination that can drive business success. Organizations that leverage this integration can expect to see improvements in customer relationship management, project execution, and overall operational efficiency.
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.
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