Best Project Portfolio Management Software for Salesforce
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Compare the Top Project Portfolio Management Software that integrates with Salesforce as of November 2025
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This a list of Project Portfolio Management software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Project Portfolio Management Software for Salesforce?
Project portfolio management (PPM) software is designed to help organizations oversee multiple projects at once, aligning them with strategic goals and resource capacity. It provides visibility into project pipelines, budgets, timelines, risks, and performance, enabling leaders to prioritize initiatives effectively. These platforms often include tools for resource allocation, scenario planning, financial forecasting, and reporting dashboards. By consolidating project data, PPM software empowers decision-makers to balance workloads, reduce risks, and maximize return on investment. It is widely used in enterprises, government agencies, and large organizations to ensure that projects collectively drive business success. Compare and read user reviews of the best Project Portfolio Management software for Salesforce currently available using the table below. This list is updated regularly.
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1
Planview AdaptiveWork
Planview
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.Starting Price: $45.00/month/user -
2
Kantata
Kantata
Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. -
3
Project Insight
Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.Starting Price: Free -
4
Replicon
Deltek
Replicon's time-tracking platform is scalable and configurable to support the diverse needs of small, mid & large businesses with a remote and globally distributed workforce. Replicon’s Time Tracking is a cloud-based, enterprise-grade solution that tracks employee time across projects, tasks, presence, and absence to facilitate client billing, project costing, and compliant payroll processing. The scalable and configurable platform offers seamless integration with common business technology stacks, such as ERP, CRM, Accounting, and payroll solutions. With AI-powered time capture, mobile apps, and labor compliance as a service, Replicon makes time tracking hassle-free. A purpose-built professional services automation solution for IT services, management consulting, media and marketing, engineering and construction, financial, audit, and legal services organizations.Starting Price: $6 per user per month -
5
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
6
Trello
Trello
Trello helps teams work more collaboratively and get more done. Trello’s boards, lists, and cards enable teams to organize and prioritize projects in a fun, flexible, and rewarding way. Whether it’s for work, a side project or even the next family vacation, Trello helps your team stay organized. Dive into the details by adding comments, attachments, due dates, and more directly to Trello cards. Collaborate on projects from beginning to end. Let the robots do the work! Boost productivity by unleashing the power of automation across your entire team with Butler, and remove tedious tasks from your to-do lists. Use Trello the way your team works best. We’ve got the flexibility & features to fit any team’s style. It’s easy to get your team up and running with Trello. We’ve collected all of the boards and tools your team needs to succeed in one handy resource. Integrate the apps your team already uses directly into your workflow.Starting Price: $12.50 per user per month -
7
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
8
Wrike
Wrike
Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.Starting Price: $10 per user per month -
9
Jira
Atlassian
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.Starting Price: Free -
10
Smartsheet
Smartsheet.com
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.Starting Price: $14.00/month/user -
11
ProjectManager
ProjectManager
ProjectManager is a project and portfolio management software that offers unparalleled control, in-depth project data and the most comprehensive planning features on the market. With advanced scheduling, automated cost and time tracking, risk analysis and resource management, our platform ensures flawless execution while providing unbeatable insights at every stage. Trusted by thousands worldwide for seamless collaboration, ProjectManager empowers teams to deliver with precision.Starting Price: $14 -
12
OneDesk
OneDesk
OneDesk combines Helpdesk & Project Management into one software application. No need to purchase, integrate and switch between other multiple applications. Your team can support your customers and work on their projects in one place. Aimed at SMBs as well as departments within large enterprises, OneDesk is frequently used by project managers, customer service agents, IT technicians, professional services and much more. This easy-to-use, feature-rich, and highly configurable software can manage both ticket & task workflows customizable to meet your organization's needs. The interface is clean and structural. Navigation consists of selecting an application, project level and view layout. Breadcrumbs will indicate where you are in OneDesk. Tickets and tasks are 'Items' while organization, portfolio, project and sub-folders are 'Containers'. OneDesk is easy to use and quick to set up. The learning curve depends on the complexity of the workflows you create.Starting Price: $9/user/month -
13
Adobe Workfront
Adobe
Adobe Workfront is an award-winning online project management software that helps modern teams focus on the right work, produce their best work, and deliver it faster. Suitable for marketing teams of all sizes, Workfront enables users to plan timelines, plan and manage workflows, prioritize project requests, create and proof content, and use reporting functions all from one solution. From large projects, to ad-hoc requests, Workfront helps teams succeed. -
14
Samepage
Samepage
Start collaborating with your team and get more things done with Samepage, an award-winning team collaboration software. With Sampage, teams of all shapes and sizes can take advantage of a wide range of online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. Its integrates with leading business apps also helps users consolidate workflows and eliminated email overload.Starting Price: $7.50/month/user -
15
Hive
Hive Technology
Increase productivity among team members with Hive. Hive is a powerful project management and collaboration platform that offers a plethora of features in one robust solution. The platform comes with transparent project management tools, team communication, easy file storage and sharing, time tracking, and app integrations.Starting Price: $16 per user per month -
16
Birdview PSA
Logic Software
Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.Starting Price: $13.50/month/user -
17
Productboard
Productboard
Productboard is a product management platform that helps product teams get the right products to market, faster, by understanding what customers need, prioritizing what to build next, and aligning everyone around the roadmap. Over 6,000 companies, including Microsoft, Zoom, 1-800-Contacts, and UiPath, use Productboard to understand what users need, prioritize what to build next, and rally everyone around their roadmap. With offices in San Francisco, Prague, and Vancouver, Productboard is backed by leading investors like Dragoneer Investment Group, Tiger Global Management, Index Ventures, Kleiner Perkins, Sequoia Capital, Bessemer Venture Partners, and Credo Ventures.Starting Price: $19.00/maker/month -
18
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
19
Scientrix
Scientrix
Scientrix empowers enterprise leaders to build and manage a responsive organization by providing a secure, enterprise-ready AI digital platform to plan enterprise strategy and consistently manage its successful execution. We do this through an end-to-end strategy-to-execution-to-impact solution. Amongst the various benefits, leveraging AI to accelerate portfolio value, achieving 10x faster alignment, linking analysis to execution, and scaling lean portfolio management with reduced effort. In addition to our award-winning software, Scientrix offers data management, change management, and advisory services. Our unique thought architecture, advanced technology, and change enabling services have a proven track record of delivering support to small and large organizations in designing and accelerating their strategy implementation. -
20
Celoxis
Celoxis Technologies
Celoxis is a Enterprise online project management solution for midsize to large businesses to help them plan and manage complex and diverse project portfolios. The collective suite includes modules for resource management, budgeting, revenue forecasting, time and expense tracking, reporting and team collaboration. Celoxis includes features such as advanced scheduling, which combines real-world conditions, such as resource time off, multi-time zone, part-time resources, working weekends etc., into one schedule. Users can automatically send reports as an attachment in an email to a set of users as well as roll up data captured from custom fields to the sub tasks to summary tasks and projects. In addition, Celoxis’ interactive Gantt chart can handle 10,000 tasks linked from different projects. Celoxis offers a choice of cloud-based or on-premise deployment. The solution is fully customizable and offers seamless integrations with Excel, Outlook, Salesforce.com and more.Starting Price: $25.00/month/user -
21
Inspire Planner
Inspire Planner Inc.
Inspire Planner is one of the leading Salesforce project management apps. It is used across multiple industries by companies of all sizes, ranging from small businesses to large public enterprises. For years we have searched for an effective Salesforce-native project management application with little success. Our search on Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn't need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner. With Inspire Planner, you can enjoy many powerful features such as multiple predecessors, interactive Gantt chart, automations, templates, time tracking, resource capacity planning, and many more, while enjoying our intuitive UI. If you are using Microsoft Project, Smartsheet, or a similar tool but want to integrate everything in Salesforce, Inspire Planner can be an ideal transition.Starting Price: $40/user/month -
22
Project.co
Project.co
When communication, files, and project assets are spread across multiple tools things go missing, nobody has all the information, and projects can be difficult. When work happens in one place you have a single source of truth with all communication, tasks & files available to everyone. Projects run smoothly! Create a project for anything; internal meetings, marketing campaigns, client projects, office parties, etc. Then add the right people and tools for the job. Your project team has visibility of everything so nothing gets lost and the project runs smoothly! In many project management tools inviting and working with clients is an afterthought. Not in Project.co. We believe that inviting your clients to collaborate with you is where the real magic happens. Add the right tools to every project. Choose from our core tools such as discussion, tasks, files, payments, time, and notes. Or embed the other tools you use so you have everything in one place for everybody to see.Starting Price: $10 per month -
23
Clarity by Rego
Rego Consulting
Clarity is a modern, enterprise‑grade project and portfolio management platform that empowers organizations to manage everything from ideation to execution with flexibility and precision. It enables rapid project initiation via customizable templates, presents intuitive task management with interactive Gantt charts and multiple views (list, grid, timeline, Kanban), and supports auto‑scheduling that accounts for dependencies, resource availability, and deadlines. Users gain strategic visibility through a unified portfolio overview, real‑time insights, dashboards, and customizable reporting, helping stakeholders spot risks or bottlenecks before they impact delivery. It also offers comprehensive resource management, allowing role‑ or individual‑level assignment, approvals, forecasting, and optimization. Built to scale, Clarity supports workflows for ideation, demand management, strategic roadmapping, scenario planning, and more.Starting Price: $2 per month -
24
Camms PPM
Camms, a Riskonnect Company
Camms PPM (Project Portfolio Management) is a comprehensive software solution designed to help organizations manage multiple projects, portfolios, and programs strategically. It offers configurable workflows that align with internal processes, enabling efficient planning, scheduling, and resource allocation. The platform provides real-time dashboards and automated reporting to enhance oversight and support informed decision-making. Additionally, Camms PPM includes robust risk management features, allowing users to define key risk indicators and implement effective controls to ensure projects are completed on time and within budget. -
25
Kytes
Kytes
Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations -
26
Planview Vantage
Planview
Planview® Vantage (formerly Sciforma) is an enterprise-centric project and portfolio management (PPM) software designed to enable change, drive innovation, and lead in a company's digital transformation. With Planview Vantage, teams can strategically track and monitor project data in order to make relevant decisions. It offers multiple features focused on strategic management, functional management, and execution management. A highly scalable and cost-effective solution, ProjectAdvantage is available in various deployment models.Starting Price: $17.00 per user per month -
27
Dragonboat
Dragonboat
Dragonboat is the AI-powered platform for running your entire product operating model—including strategic portfolio management, customer-centric product management, dynamic resource management, PDLC delivery, and product operations. Trusted by thousands of product teams at the world’s most innovative enterprises, Dragonboat enables product leaders and cross-functional teams to align strategies, evaluate opportunities, allocate resources, manage trade-offs, and collaborate to drive maximum business impact. Accelerate strategic impact across your product operating model.Starting Price: $69/month -
28
Polaris PPM
Polaris
Polaris project and portfolio management (PPM) solution helps you with a consolidated view of your projects across timelines, resources, cost and more. With Polaris MissionControl see your organization’s strategic objectives reflected in a high-level view across your project portfolio. It is customized to your role, yet operates off a common shared data platform, so there are no data silos, and you operate in harmony across groups. Define your framework and methodology for managing projects, resources, and portfolios. Define risk and strategy scores to manage portfolio prioritization. Easily enforce standard processes, formats, data and workflow across your organization. Get everyone on the same page to ensure consistent execution and growth. Group your projects by portfolios as your business tracks them in our PPM tool. Set any attributes and metrics you need. Manage delivery, costs, resources and priorities with complete transparency. Improve portfolio performance.Starting Price: $29 per month -
29
Project Online
OnePlan
Microsoft continues to innovate, the platform and tools that address the needs of customers needing a project, portfolio, and work management capabilities. Built on the Microsoft Power Platform, this next generation of Project Online offers a robust foundation that allows your teams to be more collaborative and drive successful business outcomes than ever before. Strategy execution management is focused on supporting the dynamic portfolio management needs of business strategists, steering committees, strategy realization offices (SROs), and enterprise portfolio management offices (EPMOs). Product teams must be innovative, agile, and effective at deploying the right resources to the right work at the right time. Knowing when to bring a product to market can mean the difference between a leader and 2nd place. Give NPD the tools they need for competitive advantage. Demand can come from anywhere. -
30
Planbox
Planbox
Planbox is the pioneering agile innovation management platform software provider for full lifecycle Innovation Portfolio Management, Emerging Tech Empowerment and Ecosystem Enablement. Planbox is recognized by Forrester as the top-ranking innovation management platform in the marketplace, having received the highest score in strategy and current offering in the Forrester Wave: Innovation Management Platforms, Q1, 2020. As the most robust and scalable platform on the market, we empower our clients to discover, collaborate and capitalize on the best strategically aligned concepts with their ecosystem of employees, customers, suppliers, partners, startups, academia, government and the general public to pursue breakthrough innovations, create a sustainable continuous improvement program, build a framework for corporate venturing and action on consumer insights.