Planview ProjectPlace Alternatives

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Planview Software Product Delivery Solution is an enterprise delivery intelligence platform that connects strategy to execution across your existing development toolchain, giving technology leaders the visibility they need to deliver faster, with confidence and measurable impact. Planview's solution integrates with ADO, GitHub, Jira, and other tools to aggregate real-time delivery data across teams and toolchains. Core capabilities include cross-team dependency management, flow and bottleneck analysis, capacity planning, agile planning at team and portfolio levels, AI-powered roadmapping, delivery analytics (including DORA metrics), connected OKRs, and portfolio-level investment and scenario modeling. Risk signals are surfaced early through configurable thresholds and flow metrics, and executive-ready views replace manual reporting with live, evidence-based delivery intelligence helping enterprises transform how they deliver digital products.

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service

Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries

Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices.

Vaiz is a work management platform built for small and mid-sized teams — startups, agencies, and growing SaaS companies — who want the structure of tools like Jira or ClickUp without the complexity, setup time, or price tag. It brings tasks, docs, and technical work into one lightweight workspace, so teams can get started in minutes, not weeks. With Vaiz, you get flexible task boards (lists, Kanban, or Gantt charts), powerful dashboards for tracking progress, and advanced document tools that let you co-edit not just text, but also code, data, and complex blocks. Built-in automation lets you set up smart workflows to handle routine tasks, saving your team time and energy. AI assistants are ready to help — whether you need to generate text, translate content, or analyze data, you've got smart tools right at your fingertips. Vaiz scales with you, from a 5-person startup to a growing team, without forcing you to switch tools as you grow.

Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.

nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations

Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.

Tempo Portfolio Manager (formerly LiquidPlanner) is a dynamic project scheduling and resource management platform that uses predictive AI to forecast when work will realistically be completed. Its scheduling engine runs Monte Carlo simulations using team bandwidth, task priorities, and ranged estimates to deliver completion forecasts with up to 90% confidence. Automatic resource leveling adjusts schedules instantly when priorities shift or team availability changes, highlighting bottlenecks and preventing burnout. By modeling uncertainty with ranged estimates rather than a single guess, it replaces static plans that are out of date the moment they are saved. Teams plan, predict, and optimize complex portfolios across the entire organization from a single workspace. Portfolio Manager is part of Tempo's broader Strategic Portfolio Management portfolio spanning planning, resourcing, cost, and reporting for delivery-focused organizations.

Planforge is a leading provider of project work management software. By integrating cross-functional processes from Jira and enterprise agile planning (SAFe) to resource management, the web-based PPM solution closes the gaps between information silos. Planforge empowers your organization to adapt to changing environments faster, turn strategy into action, and make better value-based decisions.

Notion is a highly versatile and collaborative workspace designed to help individuals and teams manage documents, wikis, projects, and tasks efficiently. It offers a wide array of features like customizable views for workflows, project tracking, and document creation, all within a single platform. Notion allows users to create a shared knowledge base, organize notes, and collaborate seamlessly on content creation. Additionally, its built-in AI assistance features help users summarize, write, and instantly search for relevant content, significantly enhancing productivity. The platform integrates effortlessly with other popular apps such as Slack, Google Drive, and Trello, providing a seamless experience for teams looking for an all-in-one platform to manage their projects, goals, and knowledge in an organized, collaborative environment.

Coda is a low-code platform for building enterprise applications. Coda is a new canvas that blends tables and text together — a unified workspace your team will never outgrow. It can be a simple list or a bona fide database. With customizable views, everyone gets to visualize the data how they want, while working off of a single source of truth. By adding building blocks like buttons and Packs, your doc can do useful things like email your timesheet, or nudge your coworker on Slack. When you pull it up on your phone, the building blocks rearrange to feel like a native app. Buttons become swipe actions. Sections become your nav. And notifications push to your phone.

Planview AgilePlace is a kanban-based work management product for teams and cross-team delivery. It turns tasks, steps, and handoffs into visual boards and cards, making status clear at a glance. Its kanban mechanism works across Agile, waterfall, hybrid, and flow-based delivery. Key capabilities: • Configurable boards for Scrum, Kanban, SAFe, hybrid, or portfolio-level use • Drag-and-drop cards with priority levels, card types, sizing, and due dates • WIP limits and blocked-status flags to catch bottlenecks early • Cross-team dependency tracking and fast replanning • Scales from single-team boards to portfolio-level views • OKR integration connects team work to shared objectives • Connects to existing tools through Planview Hub, supporting mixed methodologies without standardization

Cora PPM is a centralized Enterprise Project & Program Management solution which provides the control, governance and insight required to identify, prioritize and authorize extensive enterprise portfolios that align to strategy and deliver ROI. The platform digitizes all your portfolio, program and project processes, surfacing information when, where and how it’s needed. It also streamlines business processes; transforming the way you manage your program lifecycle. It provides the transparency, intelligence and decision-making capability to drive change across your enterprise. Cora PPM acts as a single point of entry for all project data, facilitating easy integration with any enterprise technology architecture. Providing you with an immediate, consolidated view of all your project portfolios and deliverables. Complete visibility and insight are acquired through instant information “roll-up”, linking top-down goals with bottom-up contributions of each and every initiative.

Jira Align (formerly AgileCraft) connects your business strategy to technical execution. Aggregate team-level data to make all work visible across your enterprise in real-time. Get everyone on the same page to determine scope, roadmaps and dependencies across teams and portfolios. Connect strategic investments with customer value created to drive outcomes faster and more reliably. Communicate the value of funding strategic initiatives to investors, analysts, and employees. Connect strategy to execution to drive enterprise value of your high-level mission and vision. Execute against sprint work that tracks back to your company’s high-level strategy. Ensure programs run smoothly and resources are perfectly allocated for on-time delivery. Manage idea intake, prioritize the feature backlog, and track progress with real-time roadmaps. Drive digital transformation with a framework customized to scale agile in your enterprise.

Planview PPM Pro is a cloud-based project portfolio management product for PMO leaders, project managers, and resource managers. It centralizes portfolio tracking, resources, work intake, financials, and reporting in one system. Key capabilities: • Single system of record for proposals, active projects, programs, and portfolios, with health scoring and automatic rollups • Resource Workbench showing demand versus capacity, with Skills Profiles and What-If scenario modeling • Budget, forecast, and actuals tracking, including capex/opex capitalization tracking • Configurable request intake with routing rules and approval gates • Calculated fields for custom KPIs, plus Predictive Portfolio Analysis for automated project mix optimization • Anvi AI-assisted portfolio analysis and Planview.Me self-service widgets • Connects with delivery and collaboration tools already in use across engineering and IT teams

Enterprise software for enhanced business agility. objectiF RPM offers features for project, portfolio, requirements, test, risk and workflow management. Visualize requirements, goals and processes with UML/SysML diagrams, manage backlogs on different levels of granularity (from business use case to user story), define workflows and patterns for recurring set-ups, plan taskmanagement with Kanban boards, run queries across multiple projects and collaborate efficiently with distributed teams on one single source of information. The software is highly customizable, integrable and extensible and can be specifically tailored to your individual corporate needs. It offers templates for agile and hybrid project management, digitization programs and projects following the Scaled Agile Framework®, SAFe.

Planview IdeaPlace is an innovation management product running structured, time-bound challenges to capture, evaluate, and prioritize ideas from employees, partners, or external audiences. It applies NLP, crowd-based ranking, and expert review to narrow large idea volumes, then connects selected ideas directly into execution. Key capabilities: • Configurable idea capture forms, challenge templates, and mobile-accessible submission • NLP-based duplicate consolidation, pairwise ranking, and crowd predictions for cost, revenue, and delivery time • Expert review workflows and automated progression based on scoring thresholds • Embedded Power BI dashboards tracking cost to impact, speed to market, and engagement • Gamification and social features to sustain participation • Native connectors moving selected ideas into Planview Portfolios, AdaptiveWork, or ProjectPlace

Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.

Nimble by NimbleWork is an enterprise project and portfolio management (PPM) platform built for EPMOs and delivery organizations running dozens of concurrent projects. It gives PMO and portfolio leaders real-time portfolio visibility across Programs, Projects, and Work Packages; capacity-based resource planning through a single enterprise resource pool with a demand-vs-capacity view; and PMO governance that connects intake, prioritization, execution, and executive reporting in one system. Nimble supports hybrid delivery — Waterfall, Scrum, Kanban, and Scrumban can run within the same project, so fixed-scope teams use Gantt plans and baselines while flexible-scope teams use backlogs, sprints, and flow metrics. Built-in AI agents handle intelligent planning, executive summaries, delay prediction, and sentiment analysis. Nimble is used by enterprise PMOs, product development teams practicing hybrid Agile, and IT services delivery organizations.

Co-Flo CLM for Legal is a cloud-native contract lifecycle management application for in-house legal teams, built inside iManage Work. There is no separate repository, data migration or integration project. Smart Forms handle intake and assign RACI roles by contract type or department. Each contract type gets its own workspace template, stages, tasks and security. Routine agreements are generated from intake data, while iManage AI searches best-practice libraries and past work for first drafts. Negotiation stays in iManage with version control, co-authoring and audit trails. Approval workflows and DocuSign or Adobe Sign integration automate execution and file signed copies back to iManage. After signature, AI extracts obligations and key dates, with automated reminders for renewals, notice periods and compliance. Dashboards show contract status, workload, bottlenecks and expiries. Signed agreements can be curated into a searchable knowledge library. Requires iManage Work.

WORKSPACE.PM is a project and portfolio management platform for organisations that have outgrown spreadsheets but do not want a toolchain of five separate systems. One data model carries the work from idea to closure: portfolio and programme views, projects with critical-path scheduling, Kanban boards, requirements, resource and capacity planning, budgets and cost centres, documents, reports and an integrated helpdesk. A task is the same object on the board, in the Gantt chart and in the capacity forecast, so the plan and the reality cannot quietly drift apart. Enterprise ready by default: strict multi-tenant isolation, SSO and SCIM provisioning, granular roles, audit trails, webhooks and workflow automation, a documented API plus an MCP server for AI assistants, and a fully localised UI in eight languages. Run it as SaaS, as managed hosting, or on your own infrastructure anywhere in the world, with the same feature set and your choice of data residency.

A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.

Taskity.ai is an AI-powered task and workflow management platform developed by Tvisha Technologies. It helps teams collaborate, organize projects, manage workflows, and improve productivity through Kanban boards, shared workspaces, task tracking, real-time collaboration, automation, and team communication tools. The platform is designed for startups, enterprises, remote teams, project managers, and organizations looking to streamline operations and improve workflow visibility. Taskity.ai supports agile project management, deadline tracking, team coordination, and productivity optimization through a modern cloud-based interface.

Dictate tasks and AI will note them down with the correct title, deadline, and reminder — plus, it summarizes them for you! It integrates with Gmail and Slack to capture tasks, converting them into actionable items. Focus on your own tasks in your private view and collaborate using Kanban Boards. Key features for individual use: - AI-Powered Task Dictation: Automatically summarizes tasks and recognizes deadlines as you speak. - Email-to-Task Conversion: Turn emails into actionable tasks with the help of AI. - Calendar Sync: Keep your tasks aligned with your schedule. - Task Planning Tools: Organize and prioritize like a pro. - ChatGPT Integration: Note & manage your tasks using OpenAI ChatGPT app - AI Task Assistant: Get real-time help to accomplish your tasks faster.

Upwave is a visual platform for collaborating on projects, portfolios, risk management and daily tasks. Easily switch between different views of your project, including visual board, table, timeline and calendar. Manage, report and take action on projects with your own customized portfolio view, giving you easy access to all the relevant data. Organize, plan, track, collaborate and get things done - all in one place. Create teams for various departments, project groups or external partners. Break down silos and share knowledge across different teams. Assign tasks, comment, upload files and get real-time feedback from your team. Easily track hours and set estimates on your tasks.

Vaizy is the all-in-one AI portfolio management platform that unifies project delivery, team coordination, financial control, risk management, and KPI analytics in one workspace. Instead of scattering project context across separate tools and spreadsheets, Vaizy keeps milestones, team capacity, budgets, cash flow, and risks connected. Manage projects and portfolios with templates and status tracking; plan work with milestone Kanban and timeline views; track team roles, availability, and cost rates with role-based access.

Brickroad is a sponsorship management platform for brand-side sponsorship teams. It replaces spreadsheets and email threads with one system that follows each sponsorship request from intake to post-event reporting. Requests arrive through a branded, customizable intake form, with screening questions that flag or decline requests that do not meet set criteria. Brickroad routes each request to the right owner and region, summarizes uploaded proposals with AI, and scores requests against the team's own evaluation criteria. Requests move through a defined approval pipeline with a full audit trail and role-based permissions. Accepted deals keep their terms and budget on an agreement record. Reporting covers budget versus actual spend and comparisons across deals. Teams track delivery of each sponsorship benefit with photo proof, and post-event reports are sent to sponsors through a secure link. A dashboard and calendar show every request and event across the portfolio.

GQueues is a task manager designed to help teams prioritize work and get more out of Google Workspace. It connects tasks, tools, and teammates in one intuitive system so users can organize projects, delegate work, communicate in context, and keep track of changes without unnecessary complexity. Board view provides a kanban-style way to see progress at a glance, organize tasks by status, assignee, date, priority, or other criteria, and quickly identify bottlenecks. Deep Google integrations include real-time two-way Google Calendar syncing, a Gmail Add-on for turning emails into tasks, Google Drive attachments, a Chrome extension, Google Contacts integration, and quick access from Google Workspace. Teams can share and coordinate work, comment directly on tasks, assign responsibilities, and maintain visibility into who has completed what.

Agile project management, and team collaboration made for Google Workspace. Build a transparent workflow and collaborate on tasks in real-time. See how tasks relate in time and visually adjust the schedules. Track the time spent on tasks and gauge your team’s productivity. See how you cope with tasks and learn what may be improved. See how tasks relate in time and visually adjust the sсhedules. Company-wide project management & collaboration for enterprises using Google Workspace. Unified account allows access to Google Workspace integrated applications. Kanbanchi complements Google Workspace ecosystem. Customized integrations with other enterprise applications can be delivered upon request. Kanbanchi provides flexible options for hosting and managing. Private instances can be granted on request. Individual approach to each enterprise and flexible value-based pricing will ease the challenge of bringing more users on board.

The better way to manage projects and teamwork. Teamhood is a project management tool for professional teams no matter the distance. Visualize your projects and tasks on a Kanban-inspired task board, add in team members, and track progress to know where your project stands at any moment. Enjoy a fully customizable task board, visual Gantt chart, and smart task dependencies. Create useful templates, add comments, and documents, and let your clients track their progress. Estimate project duration in time or money and enjoy live reports to always know what is happening. Project, task, and resource management have never been so easy.

Formfy is the AI-powered platform for forms, e-signatures, digital waivers, payments, and scheduling — all in one tool. Most businesses run customer intake on a Frankenstein stack: a form builder for the questions, DocuSign for signatures, Smartwaiver for waivers, Calendly for booking, and Stripe for payments. Five tools, five subscriptions, five places where things break. Formfy collapses all of that into one workflow. The Ai Copilot is the Wedge Describe what you need in plain English — "new client intake for my med spa with HIPAA consent and a $50 deposit" — and Formfy generates the entire flow in under a minute. The AI writes the questions, picks the field types, drafts the legal and consent language, configures payment, and gives you a shareable link or embed code ready to send.

Planview Release is an enterprise release management product that orchestrates multi-team, multi-system software releases across the delivery lifecycle. It ingests data from planning tools, CI/CD pipelines, test environments, and ITSM systems into one real-time view of every release. Key capabilities: • Release Calendar and Schedule showing all release activity, blackout periods, and cross-release dependencies • Release Templates with phases, gates, and automated or manual steps, accommodating any methodology • Deployment Plans coordinating hundreds of activities with real-time execution tracking • System Impact Matrix visualizing dependencies across value streams and applications • Insights Dashboard surfacing exceptions before they become incidents • Automated governance and audit trail generation, plus DORA and value stream flow metrics tracking

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

KolApp brings project management and resource scheduling together in one platform. Teams can manage projects, tasks, Gantt charts, Kanban boards, portfolios, budgets, resource capacity, availability, utilization, and workflows without relying on separate tools. KolApp also provides project health tracking, workflow automation, calendar integrations, and visibility across multiple projects.

MeisterTask is the most intuitive online project and team collaboration management tool on the web. Flexible, smart, and easy to use, MeisterTask enables users to create a project, add as many team members, assign tasks, and follow each member's progress. The solution offers integration with popular tools such as Zendesk, Slack, and GitHub, and more. Whether you're an event manager looking for a smart and simple task list or a marketing team using the Kanban system or a programmer working with sprints, MeisterTask's project boards seamlessly adapt to your team's workflow while its smart automation feature ensures your team can work consistently and efficiently.

AI-Native Contract Lifecycle Platform for In-House Legal Bind is an AI-native contract platform that drafts, reviews, negotiates, signs, and stores every contract in one workspace. In-house legal teams codify their playbook once, then let business users self-serve standard agreements within those guardrails. Capabilities include conversational AI drafting from 300+ legal-vetted templates, automated redline review against fallback positions, native eSignature with full audit trail, full-text contract repository with plain-English search, and the Tabula view for spreadsheet-style portfolio analysis. Security: ISO 27001 certified and SOC 2 Type 1 compliant. SAML SSO, role-based access controls, granular audit logs, encryption in transit and at rest. Pricing: Starter $90 per user per month, Business $500 per month including 5 users, custom Enterprise. No per-envelope eSign fees. Free trial available.

Taskee.pro provides efficient task management for teams of all sizes. With live collaboration, scalable Kanban boards, and intuitive time tracking, it elevates team performance. Taskee is a free, practical solution designed to solve common challenges in task tracking.

Messaging + tasks combined at last. Rock allows you to work together with anyone with messages, tasks, notes, file storage, and meetings in one place. All-in-one communication built for remote and hybrid teams. Rock allows you to collaborate with anyone, anywhere. Maximize your productivity while streamlining team communication and collaboration with: - Full-fledged messaging app with unlimited messages. - Unlimited tasks, project boards, to-do lists, filters, deadlines, and more! - Kanban boards, assignees, checklists sprints, task deadlines, and more all in the Tasks mini-app. - Note-taking functionality to document important information with your team. - Seamless integrations with Google Drive, Zoom, GitHub, Zapier, Figma, Notion, Google Docs, Google Meet, Dropbox, and more! - Import all your messages and tasks from Slack, WhatsApp, Trello, Asana, ClickUp, Jira, and more. Purpose-built for remote teams and hybrid teams. Get work done without switching platforms.

smartQ — the visual task board that fits any workflow! It allows you to easily distribute work, track its progress and collaborate with your team online. smartQ can track tasks, issues, tickets - it is customizable to fit any workflow. Unlike other project management software built around task lists, smartQ offers an innovative Task Board view (also called Kanban). This whiteboard-style interface provides better workflow visualization and is ideal for ticket tracking. Task Board makes resource management and bottlenecks detections easier, facilitating a lean approach to project management. Unlike other project management software built around task lists, smartQ offers an innovative Task Board view (also called Kanban). This whiteboard-style interface provides better workflow visualization and is ideal for ticket tracking. Task Board makes resource management and bottlenecks detections easier, facilitating a lean approach to project management.

Tandimy is a project management platform for teams coordinating tasks, project schedules and goals. The workspace combines Kanban boards, Gantt planning and OKR tracking. A representative project can help teams assess whether the platform supports their delivery workflow and reporting needs before a wider rollout.

doBoard is a simple and efficient project management tool designed to help teams organize work and collaborate more effectively. It allows users to manage projects, to-do lists, and tasks in one centralized workspace. Teams can easily track task progress, deadlines, and overall project status to stay aligned. The built-in calendar helps plan workdays, vacations, and workloads for accurate deadline forecasting. doBoard makes it easy to assign tasks, monitor employee availability, and balance workloads. Its clean interface focuses on usability, making it accessible even for non-technical users. The platform is especially well-suited for organizing teamwork across different types of projects.

Wisegrid is a spreadsheet-native work management platform for project-driven teams that need more structure without giving up the flexibility of a familiar grid. It combines rows, columns, formulas, hierarchies, and cross-sheet references with dashboards, Gantt, board and calendar views, forms, workflow automation, approvals, resource planning, and real-time reporting. AI-powered formulas also help teams classify information, extract key details, and summarize project data directly inside the workspace. Wisegrid can be used for project planning, budget tracking, resource allocation, request management, approval workflows, client reporting, and portfolio dashboards. It is especially useful for construction companies, engineering firms, professional services teams, agencies, and other spreadsheet-heavy businesses.

Workflowy is a versatile note-taking and organizational tool designed to help users manage their tasks, notes, and projects efficiently. Its simplicity, combined with powerful features, makes it a popular choice for individuals and teams looking to streamline their workflow. Some key features are: - Infinite Nesting Structure: Create lists within lists to an infinite degree, enabling a highly detailed and structured way to organize information - Global Search: A powerful search function enables users to instantly search through all their documents, ensuring no file ever gets lost - Kanban Boards: Users can turn lists into kanban boards, offering a visual way to track progress and manage tasks - Live Copy (Mirrors): This feature allows for the creation of live copies of any item, which automatically update across all instances - No-login Editing: Shared Workflowy projects can be viewed or edited by others without the need for an account, simplifying collaboration.

BVDash presents a clean multiplexed and unique "Bird's-eye View" Dashboard. A one-stop interface for all project data; a true portal to access all systems and tools that project teams use for complex and simple projects from a single interface. The most powerful, yet simple communication and collaboration tool for all project teams. This solution offers features like program portfolio management, risk management, quality management, issue management, budget, scope, schedules, team communication and much more.

GanttPRO is online Gantt chart software that helps single users and teams plan, schedule, and manage their projects. The project planning tool allows project managers and teams to create and assign tasks, track progress, work with tasks dependencies and milestones. Also, this Web-based Gantt chart tool is used to efficiently manage resources and cost as well as collaborate with teams, and share plans with third parties even not registered in the app. As of August 2022, 800K+ users had registered in GanttPRO. The software is used by teams from world-known companies such as Salesforce, Sony, HubSpot, NASA, GitHub, DHL, Vodafone, and others.

Routine is a work operating system that helps individuals and teams organize and manage their work efficiently. Routine centralizes work (tasks, meetings, tickets, clients etc.) from third-party services (GitHub, Salesforce, HubSpot, Slack, Dropbox etc.) into a graph-based unified workspace allowing seamless cross-referencing, 360-degree overview, data enrichment and visualization. By integrating with existing tools, Routine connects and enriches fragmented information, allowing users to track projects, collaborate efficiently, and make better decisions without having to constantly switch between multiple apps. Its data-driven and local-first approach ensures the information remains accessible and performant even without cloud connectivity.

The Damotech Platform is a cloud-based rack-inspection and maintenance solution built to give warehouse operators a real-time overview of pallet racking assets. It features plan-view and elevation maps of the racking layout, visual dashboards showing current deficiencies by location, priority level, and component type, and enables viewing of photos and detailed data associated with each issue discovered. Users can review load-capacity analyses at the pallet-location level, inspect rack-system specifications (including upright height, beam dimensions, and ratings), and monitor performance across multiple warehouses from a single interface. The platform offers two access levels, which include damage and issue viewing, load-capacity reports, performance dashboards, file repository, and mobile reading. The software emphasizes mobility via smartphone or tablet for field inspections, centralized cloud hosting with accessibility from anywhere.

Fractional Workspace is built specifically for fractional executives, not adapted from a general CRM or project management tool. It covers the entire engagement lifecycle in one place: AI-powered opportunity analysis that reads your prospect notes and recommends an offer from your own pricing library, proposal generation that pre-fills automatically, online signing with no DocuSign required, and client workspaces with action items, meeting notes, and a decision log. No other tool ties pipeline, proposals, and day-to-day client execution together specifically for independent operators managing multiple clients.