Planview ProjectAdvantage Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

Google Calendar is an AI-powered online calendar platform designed to help individuals and teams schedule events, organize tasks, and manage time more efficiently. The platform integrates seamlessly with Google Workspace applications such as Gmail, Meet, and Tasks, allowing users to coordinate meetings, track responsibilities, and manage schedules from one centralized location. Google Calendar includes AI-powered scheduling tools through Gemini that help users quickly find meeting times, add events from emails, and simplify appointment booking. Users can share calendars, attach files to events, set working hours and locations, and collaborate with teams more effectively across projects and meetings. The platform also supports automatic reminders, task synchronization, multiple calendar views, and video conferencing integration with Google Meet for smoother communication and planning.

Digital.ai Agility (formerly VersionOne): Get enterprise agile management. Unify and enable teams at all levels across the organization to envision and deliver great software. Designed from the ground up for agile and lean software development. Scale up and out across teams, project workspaces, portfolios, and locations. Automate decision-making insight across your entire software lifecycle. Engage with team members throughout your organization. Tap the potential of your people knowledge, processes, and tools with Agility. Use it across your enterprise and engage stakeholders to help identify potential business and product issues, and improve software quality. Agility supports Scrum, Kanban, XP, SAFe® and hybrid development methodologies and makes it easier to plan, track, and report across all teams, programs, software portfolios, and the enterprise.

Business project management software. See all project information at a glance with Jira Work Management (formerly Jira Core). Manage your projects and keep your team organized. Managing projects and tasks in Jira Work Management starts with a workflow. Workflows define your process and enable your team to track tasks. Jira Work Management Cloud instances also have boards that allow you to visualize your workflows and drag and drop tasks from to-do to done. Currently available in cloud offering only. Task management is easier with statuses, comments, and attachments in one place. Everyone knows a project's details at a glance without having to email or set up a meeting. Plus, with notifications you'll know when your attention is needed. How many tasks are still in progress? Which team member has too much on their plate? Using Jira Work Management, you can follow the status of your team's projects in different ways: with a quick overview, customized dashboards, and more.