To truly be successful, companies and organizations must manage their projects, issues, risks, and changes proactively. This means moving beyond email, spreadsheets, and conference calls and adopting project management tools and software that aid in project initiation, planning, and execution. These project management tools and software solutions must give visibility into all stages of the project and include all of the necessary functions for businesses to easily monitor their projects each and every day.


But, to truly be efficient and productive, companies and organizations should choose project management tools and software that integrate with Salesforce, the leading CRM service. The combination of Salesforce and top project management tools and software yields greater project visibility for all team members and their clients. To make our lists of the top 50 Salesforce project management tools and software, the project management solutions must be robust, yet easy to use, easily integrate with Salesforce, and include features that enhance project management rather than inhibit it with too many bells and whistles. Please note, we have listed our top 50 Salesforce project management tools and software below, in no particular order

1. Smartsheet for Salesforce


For cloud-based project and task management, Smartsheet is a solution that offers a combination of online project management and CRM. Track projects, task lists, and other work in Smartsheet while linking Smartsheet projects to key Salesforce customer records.

Key Features:

  • Import from Microsoft Project or Excel
  • Multiple levels of tasks
  • Single sign-on from Salesforce
  • Share project sheets and attached files with anyone inside or outside your Salesforce account


  • Basic: $14/month paid annually – For individuals coordinating a project or tracking information, people, or tasks, unlimited collaborators, Gantt charts, and mobile access
  • Team: $39/month paid annually – For a team with 3 to 50 people coordinating work of all kinds, starts at $13/user, multiple creators, user management, and reporting
  • Enterprise: Contact for a quote – For enterprises from dozens to thousands, managing work of all kinds, single sign-on, automated provisioning, and dedicated account manager
  1. WORK[etc]


WORK[etc] is a Salesforce project management tool that integrates CRM, project management, billing, HelpDesk, and more into a cloud platform. With WORK[etc], teams collaborate and track projects efficiently.

Key Features:

  • Sync contacts and leads from WORK[etc] with Saleforce
  • Gmail integrated
  • Create sub projects and tasks that trigger when others are marked complete
  • Manage in 8 different real time project views including Gantt charts, project trees, and real-time activity streams

Cost: FREE trial available for 14 days

  • Starter: $78/month – 2 user maximum, 2,000 contacts, 3GB storage
  • Team: $195/month – 3 users included, each extra user adds $49/month, 10,000 contacts, 15GB storage, plus social media, email marketing, customer portal, accounting integrations, and more
  • Foundations: $395/month – 3 users included, each extra user adds $59/month, 20,000 contacts, 50GB storage, all Team plan features, plus contractor portal and deep reporting
  1. TaskRay


Also available in the AppExchange and used by more than 500 Salesforce customers, TaskRay makes it possible for teams to quickly track, manage, and communicate. A shared to-do list with drag-and-drop features, TaskRay easily integrates with your existing Salesforce data.

Key Features:

  • 100% Salesforce native
  • Use standard Salesforce tools to create unique workflows
  • Flexible framework for agile, iterative work practices
  • One simple view into project status, to dos, task owners, and due dates

Cost: FREE trial available

  • $15/user/month paid annually
  • $19/user/month paid monthly
  1. Mavenlink


Mavenlink is a software solution for integrated business and project management. For project and team collaboration, Mavenlink eliminates the hassle of silos and puts communication into one cohesive place. Mavenlink’s Salesforce integration is the icing on the cake.

Key Features:

  • Define team members, access limits, and fine project details
  • Robust resourcing tools
  • Project templates for recurring tasks and deliverables
  • Create custom fields for project numbers, client addresses, and other project details

Cost: FREE trial available for 10 days

  • FREE plan available – Contact for more information
  • Teams: $4/user/month with annual contract – collaborative task management
  • Professional: $29/user/month with annual contract – integrated financial management
  • Premier: Contact for a quote – comprehensive business management
  1. Wrike


Wrike offers advanced project management and collaboration tools for enterprise and small to medium businesses. With Wrike’s Salesforce integration, collaboration between teams is easy and productive.

Key Features:

  • Real-time workspace ideal for collaboration
  • Project management on the go with iPhone and Android apps
  • Manage resources and deadlines centrally for team alignment


  • FREE – for small teams who need basic task management, up to 5 users, unlimited collaborators, 2 levels of projects
  • Professional – for teams who need project planning and collaboration, 5 or 15 users, unlimited collaborators, storage space from 5GB, and unlimited levels of projects
    • o 5 users: $49/month paid annually
    • o 15 users: $99/month paid annually
  • Enterprise: Contact for a quote – for teams who need customization, reporting, and advanced security, 5 users and up, unlimited collaborators, storage space from 100GB, and unlimited levels of projects
  1. Clarizen


Clarizen is the Salesforce project management tool that brings social collaboration to powerful project management. Through Clarizen’s Salesforce integration, Salesforce users have the ability to create and view the progress of projects, milestones, and issues directly from

Key Features:

  • Salesforce users can access work items and view their status without logging in to Clarizen
  • One click opens projects directly within Clarizen
  • Customize reports

Cost: $250/month

  1. Workfront


Formerly AtTask, Workfront is an enterprise work management solution that improves productivity, collaboration, and visibility and brings more to the table than a typical project management tool. Workfront provides a centralized solution that unifies team processes and communication, helping team members to work more efficiently and creatively.

Key Features:

  • Requests flow directly into your queue
  • RESTful APIs designed to allow integrations with Salesforce
  • Access work in the cloud and out of the office with iOS and Android mobile apps


  • Collaboration Licenses: Unlimited users, contact for a quote – Ideal for any internal or external team member, track progress and collaborate on requests, and view status reports and project dashboards
  • Work Licenses: $30/user/month – For team members who need work management, advanced capabilities, and flexibility, includes all Collaboration features, plus manage work with mobile apps, track and submit timesheets, and create and complete work items
  • Plan Licenses: $60/user/month – For team leaders who need comprehensive project, program, and portfolio management with complete visibility and control, includes all Collaboration features, plus create and manage projects from start to finish, design and distribute status reports and create custom dashboards, and manage resources and capacity planning
  • Enterprise Plus Upgrades: Contact for a quote – Upgraded functionality for organizations that require enterprise-grade security and support, upgrades include configurable sandbox environments, data encryption at rest for maximum security, and top-of-the-line support for peace of mind


  1. Aprika Mission Control


Mission Control, a cloud-based project management system, operates on the platform and integrates with several editions of Salesforce. Effectively manage your organization’s projects with all of Aprika Mission Control’s features, including Gantt charts, document management, and more.

Key Features:

  • Mission Control console
  • Projects, milestones, and actions
  • Virtual project whiteboard
  • Assignment and reminder notifications
  • Chatter integration
  • Project Template ‘Deep Clone’
  • Drag n’ Drop Gantt Charts
  • Time Tracking
  • Expense Tracking
  • Resource Capacity Scheduler/Calendar
  • Risk Log/Risk Chart
  • Burn Down Char

Cost: FREE trial available for 14 days

  • AU$20/user/month


  1. VeoProject


VeoProject is an advanced web-based project management and collaboration tool that integrates with Salesforce and helps users organize tasks, issues, messages, and shared files. VeoProject also connects projects to Twitter and Google apps.

Key Features:

  • Access project management features and tools within Salesforce
  • Existing Salesforce users are imported as VeoProject users and resources
  • Assigned tasks in VeoProject are visible in the Salesforce My Tasks pane
  • Updates in Salesforce automatically update in the original VeoProject project plan

Cost: FREE trial available for 30 days

  • Team Pro III: $85/month – 250 project documents, 10GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration
  • Enterprise: $195/month – 1,000 project documents, 40GB disk space, SSL encryption, and Twitter, Google apps, MS Outlook, and Salesforce integration


  1. DreamTeam


The leading project and portfolio management (PPM) application available on the AppExchange, DreamTeam stores all project data in your Salesforce account. DreamTeam offers project and document management, resource management, collaborative calendars, time and expense reports, portfolio reporting, and project workflow.

Key Features:

  • Visualize project status with detailed Gantt charts and portfolio reports
  • Organize hierarchical folders and versioned documents
  • Launch, edit, upload, and share files directly from your desktop

Cost: FREE trial available for 15 days

  • $40/user/month


  1. Central Desktop


With Central Desktop, teams have control over their projects, even if they are on different continents or in different time zones. “A complete, enterprise-sized collaboration platform,” Central Desktop is a dream come true for organizations looking for a way to share files, launch meetings online, or manage projects in one integrated system.

Key Features:

  • API-based integration
  • Break projects into phases
  • Assign individual tasks
  • Monitor project status and shift due dates
  • Clone existing projects

Cost: Central Desktop Premier: $25/user/month with annual contract – Unlimited users, unlimited workspaces, 50+ GB storage

  1. LiquidPlanner


LiquidPlanner is an online project management software solution that is flexible and easy to use. LiquidPlanner’s Salesforce integration connects sales and project teams, allowing them to stay up to date on project status and their customers’ needs.

Key Features:

  • Share important information seamlessly
  • Real-time visibility into the entire project process
  • Stay on top of status, milestones, and delivery

Cost: The LiquidPlanner App for Salesforce is FREE to LiquidPlanner subscribers

  • Standard: $29/user/month based on annual plan, 10 user minimum – Project visibility, improved collaboration, and intuitive task management
  • Professional: $39/user/month based on annual plan, 10 user minimum – Comprehensive portfolio management tool that tracks and prioritizes resources
  • Enterprise: $49/user/month based on annual plan, 10 user minimum – For larger organizations managing complex projects and shifting teams, includes world-class customer service


  1. Viewpath


With Viewpath, you get powerful online project management and collaboration with anyone from any organization. Utilize the collaborative, real-time tools and features with this cloud-based solution and rest easily knowing team members are on the same page.

Key Features:

  • With Salesforce integration, bring predictability to your customer-driven projects
  • One of the top-rated project management solutions on the Salesforce AppExchange
  • Align project tasks and resources to get one complete project picture

Cost: FREE team trial available for 30 days

  • Starter: FREE – Basic scheduling and organizing tool for individuals or project managers with a small team of collaborators
  • Team: $15/month – Powerful features include cross-project resource allocation and reporting
  • Professional: $25/month – Powerful project management with filtering, custom labels, private branding, and more
  • Enterprise: $35/month – Unlimited snapshots and project resources, premier support, and more


  1. Taskfeed


Striving to help teams become more efficient, Taskfeed gets users organized in Salesforce. “A modern and lightweight project management tool that everyone can use,” Taskfeed allows users to plan and collaborate as a team.

Key Features:

  • Work around your Salesforce opportunities, leads, campaigns, projects, and more
  • Fast, easy, and in real time
  • Brings team task boards to Salesforce fully integrated with Chatter to help deliver projects

Cost: Contact for a quote

  1. XenonPMO


With XenonPMO, organizations get an easy-to-use project management solution that promotes best practices. One of the most configurable Salesforce project management tools, XenonPMO was built with the needs of project, program, and portfolio managers in mind.

Key Features:

  • Set program-specific milestones and phases
  • Gate processes/milestones with entry and exit criteria
  • Leverage dashboards for visibility
  • Communicate through Chatter
  • Mobile functionality

Cost: Contact for a quote

  1. JobSuite

Track projects simply with JobSuite and enjoy the convenience of its intuitive interface, full line of features, and web-based system. Join some of the largest Fortune 500 companies as a JobSuite customer and start managing projects with this Salesforce project management tool.

Key Features:

  • Organize data under campaigns and jobs
  • Quickly and easily generate Creative Briefs with user-defined templates
  • View tasks on job schedules, calendars, reports by client or campaign or role, or more
  • Get custom reports using the new Report Builder and share with everyone or save in your private folder

Cost: Contact for a quote

  1. Milestones PM+

For organizations that need native project management or advanced project management, Passage Technology’s Milestones PM+ is a smart choice. Organizations get the flexibility of a customizable project management solution that provides a free core package and options for paid professional services when they choose Milestones PM+.

Key Features:

  • Get visibility into all of your programs, projects, milestones, tasks, time, and issues within Salesforce
  • Customize to incorporate your own methodology or elements of an agile, traditional (waterfall), or hybrid methodology
  • Keep schedules on track and log risks and decisions
  • Commercial support from Salesforce

Cost: FREE package; Contact for upgrade quotes

  1. Avata Enterprise Project Management

Avata Technologies, designed especially for product development teams, empowers everyone from product developers to marketers to collaborate throughout planning and executing new product releases. Avata’s Project Management solution fosters efficiency and productivity as a Salesforce project management tool.

Key Features:

  • Convenient views including Gantt charts
  • Personalization of each project
  • Customizable reports, dashboard, task, and project details
  • Fine-grained security down to task attributes

Cost: Contact for a quote

  1. EPMLive


A cloud-based project management and collaboration platform, EPMLive helps organizations plan, track, and manage all of their work. EPMLive’s Salesforce app integrates the CRM capabilities of Salesforce with EPM’s project and work management software, allowing for true reporting and maximum efficiency.

Key Features:

  • Multiple scheduling tools to plan tasks for on-time delivery
  • Centralize information for real-time updates and statuses
  • Manage schedules with varying levels of rigor and complexity
  • Offers a variety of scheduling methods and tools to meet project managers’ needs

Cost: Contact for a quote

  1. Project Pulse


From Configero, Project Pulse is an enterprise-scale application that “optimizes resource utilization and revenue management, delivering a birds-eye view of the complete project lifecycle, from sales to delivery to finance.” Organizations choose Project Pulse when they want to keep everyone, from sales to delivery to finance, up to date on the project.

Key Features:

  • See the entire project lifecycle
  • Foster communication between sales, delivery, and finance
  • Built-in revenue and resource forecasting

Cost: Contact for a quote

  1. Celoxis


With Celoxis, organizations get enterprise project management software to manage complex project portfolios and processes. Plan, delegate, collaborate, and streamline project management with Celoxis.

Key Features:

  • Project tracking
  • Resource management
  • Time and expense management
  • Reporting and analysis

Cost: Celoxis Project Management App for Salesforce is FREE for Celoxis customers

  • SaaS: $24/user/month with available duration and volume discounts – 99.99% uptime, free client login, 2GB/user/month shared disk space, and more
  • On-Premise: one-time payment of $450/user with available volume discounts – Major and minor upgrades, free support for the first year, and more


  1. Project Management Beacon

Project Management Beacon for Salesforce enables organizations to effectively manage projects for all cases or just selected cases. Available on the AppExchange, Project Management Beacon is easy enough for anyone to use, yet comprehensive enough for collaboration.

Key Features:

  • Allows accounts, budgets and budget allocation, projects, tasks, and resources
  • Gantt charts and dashboards for task progression and cost and resource measurement
  • Information center with informative dashboards shows dynamic statistics on project progress

Cost: FREE

  1. Tenrox


With the Tenrox Project Workforce Management – Project Management Module, your organization is able to keep project teams, resource managers, and executives on the same page at the same time with all projects. The Tenrox Project Management module has three key components: Project Planning, Project Workflows, and Process Management. Better yet, Salesforce users can tap into Tenrox’s cloud-based project management software and simplify, automate, and streamline project and service delivery with Tenrox PSA on the AppExchange.

Key Features:

  • Configurable project billing and cost accounting processes
  • Visual workflow-driven processes
  • Export Tenrox Project KPIs into Salesforce
  • Access Tenrox reports within Salesforce

Cost: Contact for a quote

  1. Work-Relay


Organizations that choose Work-Relay for their Salesforce project management tool actually get a process, project, and resource management solution all in one. Best suited for companies that run complex business processes with large-scale, process-driven projects and short-duration, high-intensity projects, Work-Relay is a 100% native Salesforce application.

Key Features:

  • Plan, maintain, and get complete, real-time visibility into project status
  • Access a single dashboard for urrent and scheduled work that includes a clear designation of priorities
  • Maintain a central portfolio of projects
  • Choose to stagger projects based on priorities and resource availability

Cost: Contact for a quote

  1. Sciforma


Sciforma is flexible, easy to use multi-platform project management software that is customizable. With a plug-in for Salesforce integration, Sciforma helps businesses manage multiple projects from multiple clients and prioritize efforts to optimize company results.

Key Features:

  • Strategic project and portfolio management with idea identification, ranking, capacity planning, and more
  • Functional project and portfolio management with project, resource, risk, and budget management
  • Calendar, demand, and issue management, plus time tracking

Cost: Contact for a quote

  1. Replicon


A 100% cloud-based integration, the Replicon CRM Connector for Salesforce provides greater pipeline visibility from Salesforce within Replicon. With Replicion, sales teams enable their services teams to schedule resources and plan projects more effectively while delivering accurate project cost estimates to sales teams and prospects.

Key Features:

  • Pipeline projects are auto-created in Replicon from Salesforce before deals close so project managers can add resources and ensure correct staff lock-in
  • More accurate project pricing
  • Improved forecasting precision
  • Streamline project and business processes

Cost: FREE trial available; Contact for a quote

  1. Cloud Coach


Specializing in enterprise-class project management and productivity software, Cloud Coach is built for businesses looking to invest in their success. Cloud Coach’s comprehensive tools and Salesforce integration are a match for organizations looking for project management, internal meeting efficiency, and more.

Key Features:

  • Standardize your project processes by creating templates
  • Create projects within your workflows, whether from your sales processes or from a Salesforce marketing campaign
  • Group tasks into milestone groupings/phases
  • Manage change requests and approvals
  • Maintain risk and issue registers


  • Productivity User: $29/user/month billed annually, 10 user minimum – Drive enterprise-wide productivity
  • Project Team Member: $39/user/month billed annually, 10 user minimum – Deliver projects as a team
  • Project Power User: $79/user/month billed annually, 10 user minimum – Manage projects and services automation
  • Portfolio Manager: $129/user/month billed annually, 10 user minimum – Deliver portfolios and programs


  1. 2Xoffice


Help your team adopt project management software more easily with 2Xoffice Project. With the same user interface, dashboard reporting, and security that Salesforce users are accustomed to, 2Xoffice Project is 100% native to Salesforce and makes implementation a snap.

Key Features:

  • Project scheduling
  • Enterprise collaboration
  • Use Gantt charts to illustrate project milestones and meet implementation deadlines
  • Project alerts
  • Stages and checklists
  • Project templates
  • Resource alignment

Cost: Contact for a quote

  1. Genius Project


Genius Project offers a variety of project management solutions, from SaaS, to hosted, to Lotus Notes based, that are designed to get your organization working more productively. With Genius Project, companies get enterprise project management software that is tailored to their needs and quickly integrates with Salesforce.

Key Features:

  • Use Genius Planner, the software’s own Java-based Gantt charting tool, or Microsoft Project – it’s your choice
  • Resources Module ensures optimal results and minimized bench time
  • Experiment in a sandbox environment with Genius Simulator

Cost: Prices differ based on billing duration

  • Standard: $19.95/user/month billed annually – For small project teams, 10 user packs, standard configuration, project and task management, and more
  • Professional: $29.95/user/month billed annually – For any team size, complete suite, minimum 10 users, all Standard plan features plus tailored configuration and setup, unlimited tailored workflows, and more
  • Enterprise: $39.95/user/month billed annually – Tailored to your needs, 50 user minimum, all Professional plan features plus hosted on-premise option, Genius Connector for integration, and more


  1. AffinityLive


A project management platform, AffinityLive offers easy, yet powerful project management. Get collaboration, reporting, and project insight on any device, plus seamless integration with Salesforce when you adopt AffinityLive as your project management solution.

Key Features:

  • Interactive Gantt charts
  • Real-time scheduling
  • Save milestones, tasks, and entire projects as reusable templates
  • Stay up to date in real time on projects, their status, and delivery teams

Cost: FREE trial available for 14 days

  • Plus: $16/user/month billed annually or $19/user/month billed monthly – For growing teams
  • Premium: $34/user/month billed annually or $39/user/month billed monthly – Get maximum flexibility and automation


  1. Function Point


Designed specifically for advertising and creative agencies, Function Point is an easily used, all-in-one, cloud-based productivity system that allows teams to do more. Function Point also works for internal marketing departments that want to streamline their business and work more efficiently, especially those that currently use Salesforce and want to integrate Function Point quickly and easily.

Key Features:

  • Business intelligence dashboard at a glance
  • Full-service CRM for sales and business development
  • Real-time financial reports
  • Syncs all projects, tasks, and timesheets
  • Build schedules from system templates, automatically assign work to teams or individuals, and use built-in timesheets and milestones


  • Small: $29/user/month billed annually or $34/user/month billed monthly – 5 users minimum base package
  • Medium: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users
    • o $19/user/month billed annually for 40-99 users
  • Large: $29/user/month billed annually for first 39 users or $34/user/month billed monthly for first 39 users
    • o $19/user/month billed annually for 40-99 users
    • o $15/user/month billed annually for 100+ users


  1. Daptiv


An on-demand project portfolio management solution, Daptiv is a global leader of project portfolio management solutions and was recognized as a leader in the Gartner 2014 Magic Quadrant for Cloud-Based IT Project and Portfolio Management Services. Daptiv improves strategic planning and business execution with its solutions and professional services; plus, companies turn to Daptiv to improve productivity and efficiency.

Key Features:

  • Create and refine project templates that cover all aspects of the project management lifecycle
  • Powerful project collaboration tools for project stakeholders
  • Identify risks, monitor project performance, and fix problems quickly

Cost: Contact for a quote

  1. Financial Force


As the number one cloud ERP solution on Salesforce, Financial Force provides financial management, professional services automation, human capital management, and supply chain management. What sets Financial Force apart from other project management tools and software is that it puts the customer at the center of project management so that teams collaborate and work more efficiently to provide more value to clients.

Key Features:

  • Collaboratively manage project tasks with customer portals
  • Create customer or project communities to work more socially
  • Configure projects at the field level and create custom fields and views

Cost: Contact for a quote

  1. Projector


With Professional Services Automation software from Projector PSA, organizations track time and expenses, plus manage projects and schedule resources more easily. With the Project Management Module from Projector, companies are able to plan, track, and deliver projects on time and on budget. Integrating Projector with Salesforce couldn’t be any easier with its Pre-Built Connector.

Key Features:

  • Use Salesforce data, and Projector will show you consolidated views of booked and pipeline business
  • Capture time and expenses
  • Define how and when information is imported when you automatically import accounts and opportunities with the connector

Cost: FREE trial available for 30 days; Contact for a quote

  1. Kimble


Designed by industry experts, Kimble is comprehensive enough to manage an entire professional services business but is easy enough for nearly anyone in the organization to begin using. Kimble provides holistic management by integrating sales, operations, and delivery elements while reducing process complexity and boosting efficiency. Available on the AppExchange, Kimble is highly configurable.

Key Features:

  • Enter project work breakdown structures against the sales opportunity
  • Perform top-down and bottom-up resourcing of opportunities
  • Produce project status reports

Cost: Contact for a quote

  1. GreenRope


With GreenRope’s integrated project manager, teams accomplish more and remain organized. Coordinate sales, support, operations, and clients with GreenRope, plus simply use email addresses to keep everyone up to date with specific projects.

Key Features:

  • Detailed notes and project updates reside in one place for easy, quick access
  • Team leaders assign tasks to team members and even clients
  • Assign tasks and deadlines, plus keep deadlines in a central location for all to see
  • Track project and task information, including hours spent
  • With the GreenRope app, quickly sync, target, engage, and convert leads with email marketing and advanced automation – the GreenRope-Salesforce Connector syncs Salesforce campaigns with GreenRope groups

Cost: FREE trial available for 14 days

  • Starter: $149/month – 1,000 contacts, unlimited users, unlimited emails
  • Pro: $169/month – 3,000 contacts, unlimited users, unlimited emails
  • Premium: $199/month – 5,000 contacts, unlimited users, unlimited emails
  • Powerhouse: $249/month – 7,500 contacts, unlimited users, unlimited emails
  • Magificent: $299/month – 10,000 contacts, unlimited users, unlimited emails
  • Supreme: $449/month – 25,000 contacts, unlimited users, unlimited emails


  1. Leankor


Improve team performance and collaboration while saving time and money with Leankor,’s visual project management solution. Get everyone on the same page by providing them with the same picture of work.

Key Features:

  • Enables aggregation of critical information from Salesforce
  • Visually manage sales, marketing, and service operations
  • Assure data security and privacy with Salesforce
  • Workflow rules, calendar view, and reports and analytics

Cost: FREE trial available for 14 days

  • Personal: $10/user/month/5 licenses – Full business version with all features enabled
  • Professional: $19/user/month – Unlimited Kanban boards, portfolio view, targeted collaboration, workflow analytics, Salesforce integrations
  • Business: $24/user/month/5 licenses – All Professional plan features, plus document management, calendar view, time management, analytics, and more


  1. Smarttime


Get the most out of Salesforce by tracking projects with Smarttime, available on the AppExchange. Access all of your metrics at once with the simple dashboard and stay on top of your budgets with the built-in reports.

Key Features:

  • Simple time booking on multiple projects
  • Extensive built-in reporting
  • Travel expense tracking module
  • See projects, employees, or overall performance at a glance

Cost: FREE

  1. EnTransform PPM

An integrated suite of Project Portfolio Management, resource management, management reporting, and collaboration application, EnTransform PPM includes role-based access to best practices. Available on the AppExchange, EnTransform PPM is a native to Salesforce project management tool that is easy to use and fosters collaboration.

Key Features:

  • Monitor overall enterprise project portfolios, resource utilization, budget, forecast and cost analysis through dashboards
  • Manage schedule and deliverables with automated creation of sprints and backlogs, based on Agile Scrum methodology
  • Create and maintain resource history, information, availability, and forecast
  • Set up projects, phases, sprints, deliverables, and more with one click

Cost: FREE trial available for 14 days

  • $50/user/month


  1. OneEighth Project Lite

Help your team stay on top of projects with one click in OneEighth Project Lite. This project management tool, available on the AppExchange, helps users quickly start and stay up to date with projects of any type.

Key Features:

  • Reliable and secure, completely built on
  • Lightweight and flexible, OneEighth Project Lite runs on the sales cloud or Salesforce platform
  • Project objectives, budgets, costs, members, roles, tasks, timelines, and more

Cost: $16/user/month

  1. Ajile


Ajile provides complete agile project management in the cloud with its app available in the Salesforce Cloud. With a powerful platform to manage projects developed with Scrum methodology, Ajile helps project teams work in collaboration.

Key Features:

  • Manage releases by creating user stories
  • Manage tasks using Scrum methodology and deliver projects on time
  • Communicate and collaborate with Chatter
  • Role-based home pages
  • Drag and drop tasks

Cost: FREE trial available for 15 days; Contact for a quote

  1. Cloudbyz


Project portfolio management, application portfolio management, and financial portfolio management from Cloudbyz results in visibility into entire project portfolios for more appropriate and informed business decisions. Available on the AppExchange, Cloudbyz is an integrated solution built on the Salesforce 1 platform.

Key Features:

  • Work request management
  • Benefits and costs evaluation
  • Change and release management

Cost: Contact for a quote

  1. CloudMax

The CloudMax software platform allows users to configure it for flexibility and ensures team collaboration. With CloudMax on the AppExchange, users adopt the rapid deployment model and handle change management quickly and easily.

Key Features:

  • Successfully deliver rapid deployment framework and meet compliance requirements
  • Tracks the complete SDLC lifecycle
  • Chatter enabled

Cost: Starts at $500/company/month

  1. Done


Done by Kinetic Growth offers Salesforce task and activity management with collaboration features. The tasks tab allows users to see, edit, and track all Salesforce tasks in detail.

Key Features:

  • See Chatter updates while tasks are in progress and post to Chatter without opening each tasks
  • Uses standard Salesforce tasks, so it works with tasks you already have
  • Find existing tasks on objects you own
  • Define best practices and automatically create tasks with Task Templates
  • Create tasks with fewer clicks

Cost: Contact for a quote

  1. GliderPMO


Manage budgets, costs, schedules, and dependences between projects with GliderPMO. This online project management tool helps project, portfolio, and program management offices (PMOs) and their stakeholders to easily and efficiently handle all of these tasks.

Key Features:

  • Single repository so everyone has the same up-to-date information
  • Track and manage dependences between work packages
  • Team members work together on the same set of records and documents
  • Highly configurable with a point-and-click interface
  • Keep everyone in the loop with Chatter

Cost: FREE trial available for 30 days

  1. PMActive


PMActive seeks to simplify project management for project managers and teams by providing the tools necessary for supporting the entire project lifecycle. Deployed on, PMActive is a great project management solution that does not include any hardware or software costs because it is cloud based.

Key Features:

  • One View gives project managers a consolidated, concise view of essential project information
  • See consolidated status of all projects
  • Stay apprised of upcoming tasks
  • Identify priority tasks and identify problem areas

Cost: FREE trial available for 30 days; Contact for a quote

  1. QuickBase


With Intuit QuickBase, organizations can solve their business problems quickly with Project Management solutions. Teams work more productively and quickly from any location with QuickBase, and they can integrate QuickBase with Salesforce quickly and easily.

Key Features:

  • Customizable and flexible
  • Access information at any time on any device from anywhere
  • Personalized notifications and reminders

Cost: FREE trial available for 30 days; Contact for a quote

  1. Arxxus


A Salesforce strategic partner, Arxxus helps organizations handle their services and program schedules with their native project management app. Manage all of your pojects from within Salesforce with Arxxus.

Key Features:

  • Project and task planning
  • Resource management and effort tracking
  • Interactive user interface for schedule creation and Gantt visualization and modification

Cost: Contact for a quote

  1. Axosoft


Axosoft is a solution for agile project management that helps users effectively manage their software development projects. With Salesforce integration, Axosoft has the tools and support your company needs to manage projects efficiently and effectively.

Key Features:

  • Get data for making educated decisions
  • Daily Scrum to see what each team and team member has completed, current work, and issues
  • Fully customizable workflows

Cost: FREE trial available for 14 days; Contact for a quote

  1. Changepoint


ChangePoint’s Project Portfoliio Management software enables businesses “to have an informed understanding of their environment and resources and in turn they can communicate this, and any subsequent decisions, to stakeholders.” With ChangePoint, organizations get a single solution that addresses the project lifecycle and ensure portfolio visibility. Changepoint’s CRM adaptor connects PSA and CRM, making it an even better solution.

Key Features:

  • Seamlessly integrates critical processes and data needed for effective management
  • Adapts to fit your needs
  • Support and develop your organization’s business, process, reporting, and security needs

Cost: Contact for a quote