Top Project Management Tools That Integrate Seamlessly with Salesforce

Integrating a project management software with Salesforce can greatly enhance an organization’s ability to manage customer relationships while keeping projects on track. Salesforce, known for its robust CRM capabilities, when paired with the right project management tool, provides a complete solution to streamline workflows, improve team collaboration, and enhance productivity.

In this blog, we’ll explore why integrating project management tools with Salesforce is essential, key factors to consider when choosing the right software, and a detailed look at some of the best project management tools that integrate seamlessly with Salesforce.

Why Integrate Project Management Software with Salesforce?

Integrating project management software with Salesforce offers several benefits:

• Centralized Data and Collaboration: Integration allows teams to operate from a single platform, minimizing the need to toggle between different tools. This leads to a more unified workflow where customer and project data are centralized.
• Improved Project Visibility and Tracking: Integration ensures that both customer-facing teams and project teams stay updated on project status, deadlines, and milestones, leading to more efficient progress tracking.
• Enhanced Customer Relationship Management: Project management tools integrated with Salesforce provide sales teams with insights into ongoing projects, enabling them to communicate better with clients and enhance the overall customer experience.

Essential Factors for Selecting Project Management Software for Salesforce

When selecting a project management tool compatible with Salesforce, consider the following aspects:

• Customization and Scalability: The software should be adaptable to meet your organization’s specific requirements and capable of scaling as your team or project size increases.
• Methodology Support (Agile, Waterfall): Ensure the tool aligns with your team’s preferred project management methodologies, whether Agile, Waterfall, or a blend of both.

• User Experience and Collaboration Features: A user-friendly interface is essential, along with features that boost teamwork, like chat integrations, file sharing, and discussion boards.
• Reporting and Analytics Features: Seek tools that offer robust reporting and analytics capabilities for real-time insights into project status and team productivity.

Also Read – Best Agile Tools to Boost Project Management in 2025

Top Project Management Software Options Integrating with Salesforce

Now, let’s take a closer look at some of the best project management software options that integrate seamlessly with Salesforce.

1. Wrike – Best for Robust Reporting Tools

Wrike is a powerful project management software known for its excellent reporting capabilities. Its integration with Salesforce enables a seamless flow of data between the two platforms, providing teams with up-to-date project information, which aids in efficient collaboration and decision-making.

• Pricing: Starting from $10/user/month (minimum of 2 seats)
• Standout Features: Time tracking, Gantt charts, custom request forms, workload management, and budget tracking.
• Integrations: Salesforce, Google Drive, Microsoft Teams, Adobe Creative Cloud, and more.

2. Miro – Best for Visual Project Management

Miro is a collaborative online whiteboarding tool that allows teams to visualize and map out project workflows effectively. With its integration with Salesforce, Miro enables users to create dynamic dashboards and visual project plans directly linked to Salesforce data, enhancing visibility and team alignment.

• Pricing: From $8/user/month (billed annually)
• Standout Features: Mind maps, Gantt charts, customizable templates, real-time collaboration, and video conferencing.
• Integrations: Salesforce, Google Drive, Microsoft Teams, Slack, Jira, and more.

3. Scoro – Best for Integrated Task, Resource, and Financial Management

Scoro is a versatile work management software that integrates multiple business functions, including project management, CRM, and financial operations. Its Salesforce integration ensures seamless synchronization of project and sales data, making it easy for teams to track tasks and manage resources efficiently.

• Pricing: From $26/user/month (minimum of 5 seats)
• Standout Features: Quoting, resource planning, invoicing, cost management, and reporting.
• Integrations: Salesforce, Google Calendar, Microsoft Exchange, Xero, QuickBooks, and Zapier.

4. Nifty – Best for Consolidating Project Tools

Nifty simplifies project planning and team collaboration by consolidating multiple project management functionalities into one platform. Its integration with Salesforce allows seamless communication and project tracking, enhancing efficiency across teams.

• Pricing: Starting at $5/user/month (billed annually) with a free plan available
• Standout Features: Milestones, discussions, document management, and time tracking.
• Integrations: Salesforce, Slack, Google Drive, Dropbox, and Zoom.

5. Podio – Best for Workflow Automation

Podio is highly customizable and known for its powerful workflow automation features, making it easy to streamline repetitive tasks. Integrated with Salesforce, Podio helps teams automate project workflows and manage tasks without hassle.

• Pricing: From $11.20/user/month (billed annually) with a free plan available
• Standout Features: Automated workflows, visual reports, client management, and interactive dashboards.
• Integrations: Salesforce, Google Drive, Zapier, and more.

6. Teamwork – Best for Client Service Businesses

Teamwork is a project management platform tailored for client service businesses, such as agencies and consulting firms. Its integration with Salesforce enhances project tracking and client relationship management, making it easy to manage projects that are client-focused and require detailed oversight.

• Pricing: Starting at $10.99/user/month (minimum of 3 users, billed annually)
• Standout Features: Task lists, time tracking, Gantt charts, client portals, invoicing, and billing.
• Integrations: Salesforce, Slack, Zapier, Google Drive, HubSpot, and more.

7. VivifyScrum – Best for Agile-Focused Teams

VivifyScrum is designed specifically for Agile teams, making it an ideal choice for organizations that prioritize flexibility and rapid adaptation. Its integration with Salesforce helps Agile teams manage their sprints and project backlogs, ensuring seamless communication between sales and project teams.

• Pricing: One-time fee of $96 for 10 users
• Standout Features: Scrum and Kanban boards, backlog management, sprint planning, burndown charts, and time tracking.
• Integrations: Salesforce, GitHub, Slack, and Trello.

8. ProofHub – Best for Unified Project Planning

ProofHub is a comprehensive project management platform that consolidates communication and task management, making it ideal for coordinated project planning. Its integration with Salesforce streamlines project tracking and team collaboration, simplifying project oversight and communication.

• Pricing: From $45/month (billed annually)
• Standout Features: Custom workflows, Gantt charts, time tracking, file sharing, project templates, and team discussions.
• Integrations: Salesforce, Google Drive, Dropbox, Box, and OneDrive.

9. Bitrix24 – Best for Unlimited Users at No Cost

Bitrix24 offers a range of project management and collaboration features without a user limit, making it a great choice for growing businesses that want to avoid user-based pricing. Its Salesforce integration allows teams to manage projects while keeping client data up to date across both platforms.

• Pricing: Free plan available; paid plans start at $49/month (maximum of 5 users)
• Standout Features: CRM integration, task management, file sharing, and collaboration tools.
• Integrations: Salesforce, Microsoft Outlook, Google Drive, Mailchimp, and Dropbox.

10. Dock – Best for Customer Collaboration Management

Dock is a customer-centric project management tool that emphasizes collaboration, making it perfect for teams that work closely with clients throughout projects. Its Salesforce integration allows sales and customer service teams to manage project workflows collaboratively with clients, enhancing engagement and transparency.

• Pricing: From $49/user/month
• Standout Features: Customizable customer portals, project templates, task checklists, and collaboration features.
• Integrations: Salesforce, HubSpot, Slack, Airtable, and Zoom.

How to Make the Most of Project Management and Salesforce Integration

Integrating Salesforce with your project management software brings a wealth of functionality, but maximizing its benefits requires a few strategic steps:

• Automate Workflows: Use automation features to reduce repetitive tasks, such as task assignments and progress updates. This saves time and minimizes human error.
• Enhance Team Collaboration: Look for features that boost team communication and collaboration, like real-time updates, comment threads, and integrated chat.
• Track and Manage Resources Efficiently: Resource management features help you keep track of team capacity and allocate tasks effectively. Use them to ensure no team member is overburdened, and all resources are used optimally.

Also Read – Top AI Tools for Consultants

Conclusion

Selecting the right project management software that integrates with Salesforce can revolutionize your team’s workflow and improve project efficiency. Tools like Wrike, Miro, and Scoro offer unique advantages tailored to specific business needs, from robust reporting to customer collaboration management.  

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FAQs

1. What is project management software that integrates with Salesforce?

Project management software that integrates with Salesforce combines project tracking, resource allocation, and task management capabilities with Salesforce’s CRM functionalities, enabling teams to manage projects within the same platform they use to manage client relationships.

2. Are there any free project management tools that integrate with Salesforce?

Yes, Bitrix24 offers a free plan with Salesforce integration for unlimited users, making it a good option for budget-conscious teams.

3. Can Salesforce be used for project management without additional tools?

While Salesforce has basic task management capabilities, dedicated project management tools often provide more advanced features like Agile boards, Gantt charts, and automated workflows.

4. How does integrating Salesforce with project management software enhance team productivity?

Integration provides real-time updates, centralizes project and client data, and improves communication, helping teams work more efficiently and make informed decisions.