Best Task Management Software for Salesforce - Page 2

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.

Profit.co provides an enterprise-class SaaS application for companies to define, manage and execute their goals. Companies and teams can define their goals as OKRs and manage their collaborative execution through the full life cycle of OKRs. Quarterly goals (OKRs) can be broken down to daily “Tasks'' and managed through our “Task management” application. We also provide “Employee Development” and “Employee Engagement” modules to facilitate the people processes in the achievement of goals. Profit.co also provides coaching on the OKR execution methodology to help companies with the adoption of OKRs. Our agile and intuitive OKR software solution combines all the necessary features you need to run a successful business on one easy-to-use platform. Combine OKRs, performance, tasks, and employee engagement in one convenient place to better bridge the gap between your business strategy and your execution. Profit.co is rated 100/100 for customer support

HighGear is the leading no-code workflow automation platform that allows everyday business users to build enterprise-grade workflow applications, without writing code. Mid-to-large enterprises in regulated industries, such as banking, insurance and energy rely on HighGear to manage work, improve visibility, streamline operations and meet compliance requirements. Easily create forms, design processes and automate workflows with an intuitive platform trusted by management and approved by IT.

Task Management Software. Organize your team with unmissable tasks. Focus your team with small, clear tasks that always get done. Packed with powerful features like online signatures. Trusted By Over 8,000 Teams. Small, clear tasks that always get done. These days critical tasks come from all directions, on different platforms, from different people. They often need the input of others to complete them. GetBusy’s task management software gets your work under control, making it unmissable, ordered and prioritized. Task Management. Imagine if your team always knew the who, what and when of every message. Client Requests. GetBusy isn't limited to your own team. Send tasks to anyone, anywhere – just like an email. Signatures. Exchange and sign legally binding documents at a fraction of the price of dedicated signature tools. File Requests. Chasing a file? Request confidential files as clear tasks. And much more secure than email.

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.

With Workiom, digitize your paper archive and fully automate your operations among employees, and receive customer orders online. Increase your productivity, and get real-time reports! Gain perspective and insight by instantly creating custom performance reports based on your data. Keep up to date on the progress of your projects and tasks at a glance. View your schedule, tasks, appointments, and everything else that's going on in the week ahead. You can also view the schedules for previous and upcoming weeks. Make it easier to get all your team members working seamlessly together. Create an innovative model of your idea, and gather all the necessary processes and categories in one place. You can now manage it all in one connected workspace!

Floutwork gives you all the tools you need for your online workflow. Go from task capture to task done in the fastest and most efficient way possible, all in one desktop app. Your personal work system eliminates all the friction and distractions from your flow that slow you down, letting you focus with blistering intensity to complete tasks in record time. Do just 3 things to get work done with high quality and speed, every day. Easily add tasks and reminders without losing your flow. Add goals, auto-track, and achieve them. Floutwork finds the best times to complete your tasks, even with a packed calendar. Crank through your tasks knowing exactly what to work on next. Connect multiple calendars, like personal and work, for a unified daily snapshot. Instantly hop onto your web apps and start working, right within Floutwork. Eliminate friction from task to work and achieve a new level of focus by accessing your websites as apps within Floutwork.

Preparing yourself (or your boss) for that customer meeting is tough. So many details, topics, contacts, meetings, sources, not anymore. Noded brings them all together using the history of your notes and gives you exactly what you need when you need it. So you’re always prepared and one step ahead. Turning your messy, stream-of-conscious notes into something you can actually share is a pain; not anymore. Noded Ai makes sense of your notes and turns them into share-worthy documents with the click of a button. You get time back in your day and your team gets the insights and knowledge to keep driving customers forward. Finding the right information in all of those applications is hard. And keeping them all updated and synched takes up too much of your time. Not anymore. Let Noded Ai do the dirty work so you can focus on what you do best, solving problems for your customers. Noded Ai keeps collaboration simple and efficient by keeping everyone on the same page without all the noise.

Zenzap brings together easy-to-use chat with productivity tools. Structure your day around diverse topics, seamlessly locating and collaborating with group members. Each topic functions as a miniature workspace, equipped with its own tasks, files, links, and additional features. Each chat comes with its own to-dos. Assign tasks to your teammates, set due dates, or just chat about them.
Zenzap helps you keep on top of everything you need to do. Easily connect all your favorite work tools, keeping everything in sync, all in one place. Enjoy the full freedom to work with your own team, other teams, or even people outside of your workspace, effortlessly from any device. Zenzap is so intuitive, you already know how to use it,
Whether you’re using it for the first time or the 50th, it’s always easy and always a pleasure. All your data is encrypted, all the time. You control who is in your workspace.

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management. Through integrating Digital Asset Management (DAM), online brand guidelines, marketing workflows and approvals with calendars and kanban, IntelligenceBank gives you a way to easily manage marketing and creative projects from end to end, within the one system. Our beautifully designed software is used by over 400 brands globally. We offer 24/7 support with offices in the US, Australia, and Canada.

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

ALIGN THE FRONTLINE. WorkJam is the leading Retail Task Management and Digital Workplace platform that built for the frontline. Trusted by iconic brands including Shell, Ulta Beauty, Couch Tard, Woolworths, TJX and more, WorkJam delivers all you need to align the frontline, and ensure your customers get the same experience location to location. Drive productivity, compliance, and retention with the one mobile app that delivers task management, location audits, communications, mobile learning, crowd staffing and more. Overcome language barriers. Save time and reduce miscommunication. WorkJam can automatically translate in-line communications into your employees’ preferred language. The WorkJam app is available in over 40 languages and countries. Retain customers & employees through an average 89% adoption rate and 410% Average ROI per a recent Forrester Report.

The team communication app that helps get things done. Pyrus is the task delegation, real‑time messaging, and approval flows for modern teams. Teams adopt Pyrus more quickly because it helps track tasks and communicate in one app. Due dates, kanban boards, subtasks? Sure, we got you covered. Conversations in Pyrus stay focused, accountable, and on-topic. Every thread is targeted to a specific goal. Unlike with group chats, you'll stay updated without the overwhelming notifications. You decide what your clients see. Your team never has to worry about accidentally sharing something private. It's always clear who has to do next step.

A native application for managers to manage deadline tasks of all teammates from a central location! Task Manager App gives Salesforce users and their managers a way to manage tasks, to see and prioritize all open tasks of the selected user in a single tab. Users having Salesforce user licenses are listed in a drop-down list. The user can select their own self (default selection), “All”, or “other user” to view the tasks. This will list all the tasks for which the due date field was missed or forgotten to be filled. Tracking is in no way going to be missed with Task Manager! You can search through anything at all which works on all the displayed columns without page reload/refresh. Now you will never miss your tasks. There will be no such thing as ‘lost in procrastination/missed’. This is the app you need if you want to get the best out of your Salesforce solution by never missing any tasks anymore and empowering yourself with maximum utilization of task management on Salesforce.