Project management is crucial for any business to achieve its goals and objectives. Salesforce, a popular CRM platform, offers a variety of project management apps to help businesses manage their projects effectively. In this article, we will provide an overview of the top 10 project management apps for Salesforce and their benefits. We will also discuss the importance of choosing the right project management app for your business needs.
Table of Contents
Inspire Planner
Inspire Planner is one of the best project management software designed for Salesforce users. It offers features such as project templates, Gantt charts, time tracking, and resource management. Inspire Planner is easy to use and offers a user-friendly interface.
Pros:
- Easy to use interface
- Customizable templates
- Gantt charts and time tracking
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $25/user/month
Milestones PM+
Milestones PM+ is a project management app designed for Salesforce users. It offers features such as project planning, task management, time tracking, and project reporting. Milestones PM+ is flexible and can be customized to fit your project needs.
Pros:
- Customizable workflows
- Automated notifications
- Project reporting
Cons:
- Limited integration options
- No mobile app
Price:
- Starting at $39/user/month
Mission Control
Mission Control is a project management app designed for Salesforce users. It offers features such as project planning, task management, time tracking, and project reporting. Mission Control is highly customizable and offers integration with other Salesforce apps.
Pros:
- Customizable workflows
- Integration with other Salesforce apps
- Automated notifications
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $49/user/month
PK4 Tech
PK4 Tech is a project management app designed for Salesforce users. It offers features such as project planning, task management, time tracking, and project reporting. PK4 Tech is highly customizable and offers integration with other Salesforce apps.
Pros:
- Customizable workflows
- Integration with other Salesforce apps
- Automated notifications
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $49/user/month
Salesforce PMT
Salesforce PMT is a project management app designed specifically for Salesforce users. It offers features such as project planning, task management, time tracking, and project reporting. Salesforce PMT is highly customizable and offers integration with other Salesforce apps.
Pros:
- Customizable workflows
- Integration with other Salesforce apps
- Automated notifications
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $75/user/month
Monday.com
Monday.com is a project management app that can be integrated with Salesforce. It offers features such as task management, time tracking, and project reporting. Monday.com is easy to use and offers a user-friendly interface.
Pros:
- Easy to use interface
- Customizable workflows
- Integration with Salesforce
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $39/user/month
Airtable
Airtable is a project management app that can be integrated with Salesforce. It offers features such as project planning, task management, time tracking, and project reporting. Airtable is highly customizable and offers integration with other apps.
Pros:
- Customizable workflows
- Integration with other apps
- Automated notifications
Cons:
- Limited reporting features
- No mobile app
Price:
- Starting at $10/user/month
ClickUp:
ClickUp is a project management app that integrates with Salesforce to help teams manage tasks, projects, and workflows. Its features include time tracking, custom task statuses, and integrations with popular tools like Google Drive and Trello.
Pros:
- Offers a wide range of features and customization options
- Has a user-friendly interface and mobile app
- Provides comprehensive task management and collaboration tools
Cons:
- Can be overwhelming for new users due to the sheer number of features
- Limited reporting and analytics capabilities compared to other project management apps
- Pricing can be expensive for larger teams
Price:
- Free version available with limited features
- Paid plans start at $5 per user per month for the Unlimited plan and $9 per user per month for the Business plan
Notion:
Notion is an all-in-one workspace that can be used for project management, note-taking, and team collaboration. Its features include task lists, calendars, and kanban boards, and it can be customized to fit the specific needs of different teams.
Pros:
- Offers a wide range of features and customization options
- Provides a clean and modern interface
- Can be used for a variety of purposes beyond project management
Cons:
- Can be overwhelming for new users due to the complexity of its features
- Limited reporting and analytics capabilities compared to other project management apps
- Can be expensive for larger teams
Price:
- Free version available with limited features
- Paid plans start at $4 per user per month for the Personal plan and $8 per user per month for the Team plan
Chatter:
Chatter is a social network for businesses that can be used for team collaboration and communication. Its features include real-time chat, file sharing, and task management, and it integrates with Salesforce to provide a seamless user experience.
Pros:
- Provides a social network-like interface for team communication and collaboration
- Offers features specifically designed for sales and marketing teams
- Integrates seamlessly with Salesforce
Cons:
- Limited project management capabilities compared to other apps on this list
- Can be overwhelming for new users due to the number of features
- Can be expensive for larger teams
Price:
- Included with Salesforce licenses at no additional cost. Additional licenses can be purchased starting at $15 per user per month.
Understanding the Salesforce Project Management Ecosystem
Salesforce is a leading customer relationship management (CRM) platform that offers a range of project management tools to help businesses manage their projects more efficiently. These tools are designed to help teams collaborate, track progress, and deliver projects on time and within budget.
Salesforce’s native project management capabilities include features such as task management, project tracking, collaboration tools, and reporting. While these tools are a good starting point for small businesses, they may not be sufficient for more complex projects or larger teams.
This is where third-party project management apps come in. These apps are designed to integrate seamlessly with Salesforce and provide additional functionality to help teams manage their projects more effectively. By leveraging the power of Salesforce and these third-party apps, businesses can streamline their project management processes and improve overall productivity.
Other Salesforce Project Management Apps to Consider
In addition to the top 7 Salesforce project management apps previously mentioned, there are other notable options to consider as well. Here are a few more Salesforce project management apps to check out:
ProjecLeo
ProjecLeo is a project management app built specifically for Salesforce. It offers a range of features including project planning, resource management, task tracking, and reporting. ProjecLeo also integrates with Salesforce’s Sales Cloud, Service Cloud, and Community Cloud, making it a comprehensive solution for managing projects within the Salesforce ecosystem.
Pros:
- Comprehensive project management features
- Integrates with multiple Salesforce clouds
- Customizable to fit specific business needs
Cons:
- Limited third-party integrations
- No mobile app available
Taskfeed
Taskfeed is another popular project management app for Salesforce. It offers a range of features including project planning, task management, and reporting. Taskfeed also includes built-in templates for common project types such as onboarding, events, and campaigns. Additionally, Taskfeed integrates with Salesforce’s Sales Cloud and Service Cloud.
Pros:
- Built-in project templates
- Integration with Sales Cloud and Service Cloud
- User-friendly interface
Cons:
- Limited customizability
- No time tracking feature
Smartsheet for Salesforce
Smartsheet is a cloud-based project management tool that integrates with Salesforce. It offers a range of features including task management, project tracking, and reporting. Smartsheet for Salesforce also includes automation capabilities, allowing users to create workflows that trigger actions within Salesforce.
Pros:
- Powerful automation features
- Customizable dashboards and reports
- Easy to use interface
Cons:
- Limited integration with other Salesforce clouds
- No built-in time tracking feature
Cloud Coach
Cloud Coach is a project management app that offers a range of features including project planning, resource management, and time tracking. It also includes built-in templates for common project types and integrates with Salesforce’s Sales Cloud, Service Cloud, and Community Cloud.
Pros:
- Comprehensive project management features
- Built-in project templates
- Integrates with multiple Salesforce clouds
Cons:
- Limited customizability
- No mobile app available
When considering these additional Salesforce project management apps, it’s important to evaluate their features and pricing to determine which one is the best fit for your business needs.
Comparison of Top Project Management Apps for Salesforce
| Project Management App | Features | Pricing | User Experience |
|---|---|---|---|
| Inspire Planner | Customizable project templates, resource management, Gantt charts, project reporting | Starts at $25/user/month | User-friendly and intuitive interface, but limited functionality |
| Milestones PM+ | Customizable workflows, project reporting, time tracking, task dependencies | Starts at $29/user/month | User-friendly interface with good functionality, but limited integrations |
| Mission Control | Project templates, task tracking, time tracking, project reporting | Starts at $19/user/month | Simple and intuitive interface with limited customization options |
| PK4 Tech | Customizable workflows, project templates, Gantt charts, task dependencies | Starts at $25/user/month | User-friendly and customizable interface, but limited integrations |
| Salesforce PMT | Project templates, task tracking, project reporting | Included with Salesforce license | Limited functionality and customization options |
| Monday.com | Customizable project templates, task tracking, time tracking, automation | Starts at $8/user/month | User-friendly and customizable interface with good functionality, but can be expensive |
| Airtable | Customizable project templates, task tracking, collaboration tools | Starts at $10/user/month | Highly customizable and intuitive interface, but limited reporting options |
| ClickUp | Customizable project templates, task tracking, time tracking, automation, integrations | Starts at $5/user/month | Highly customizable and feature-rich interface, but can be overwhelming for some users |
| Notion | Customizable project templates, task tracking, collaboration tools, database functionality | Starts at $4/user/month | Highly customizable and versatile interface, but can be complex for some users |
| Chatter | Project collaboration tools, task tracking, real-time communication | Included with Salesforce license | Limited functionality and customization options |
Note: Prices and features may vary depending on the plan chosen and the size of the organization. It’s important to research and compare each app before making a final decision.
choosing the right project management app for your Salesforce organization is crucial to the success of your projects. While Salesforce offers some native project management capabilities, there are many third-party apps that can enhance and streamline your project management processes.
We have provided an overview of the top project management apps for Salesforce, including Inspire Planner, Milestones PM+, Mission Control, PK4 Tech, Salesforce PMT, Monday.com, Airtable, ClickUp, Notion, and Chatter. Each of these apps has its unique features, pricing, and user experience, which we have compared in our comparison table.
Based on our research and analysis, we recommend that you consider the following apps for your project management needs on Salesforce: Inspire Planner, Monday.com, ClickUp, and Notion. These apps offer a comprehensive set of features, an intuitive user experience, and reasonable pricing plans.
When selecting a project management app, it’s essential to consider your organization’s specific needs and requirements. Additionally, consider the app’s scalability, integration capabilities, and customer support.
finding the right project management app can make a significant impact on your team’s productivity and project success. By carefully evaluating your options and selecting the best fit for your organization, you can achieve your project goals efficiently and effectively.
Is there a project management tool in Salesforce?
Yes, Salesforce has a project management tool called “Salesforce Project Management” which is a part of its suite of cloud-based business applications.
How much is Salesforce project management?
The cost of Salesforce project management depends on the specific package and customization options selected by the customer. The pricing for Salesforce products is typically based on a subscription model, with different pricing tiers and features available. It is best to consult with a Salesforce representative or visit their website for more information on pricing.
The title of his Speech is “The Future of Distance Learning.” Professor Morrison will describe the driving forces that will affect education and distance learning in this decade and will focus on the implications of these forces for education and distance learning
- teset schema - June 23, 2023
- best project management for software development certificate program - May 10, 2023
- Best Project Management Software for Designers - May 10, 2023