Managing projects efficiently is crucial for any business, ensuring deadlines are met and teams stay aligned. A well-structured project management system enhances productivity and keeps operations running smoothly.
Since you’ve already invested in Salesforce, leveraging it for project management makes sense rather than switching to a different tool. Salesforce centralizes your data, streamlines workflows, and ensures seamless collaboration across departments.
That’s where Salesforce apps for project management come in. These apps extend Salesforce’s capabilities, providing features like task tracking, resource management, and automation—all within the CRM. Below, we explore the top apps to help you manage projects effectively.
Explore More: How to Choose the Right Salesforce AppExchange App – A complete guide to picking the best app for your needs.
Table of Contents
10 Best Salesforce Apps for Project Management
TaskRay – The #1 Rated Project Management App on Salesforce
TaskRay helps businesses streamline project management and customer onboarding within Salesforce. Accelerating project delivery, reducing costs, and improving efficiency ensures a customer-centric and profitable workflow for teams of all sizes.
- Transform Projects into Profits – Faster project completion means lower operational costs, improved cash flow, and higher team productivity.
- Built for Salesforce – Designed to help project managers complete work 2.5x faster by leveraging native Salesforce functionality.
- Scalable and Growth-Oriented – No need for third-party tools or integrations. TaskRay grows alongside your business, eliminating the need for external project management solutions.
- Task & Resource Management – Automate tasks, streamline handoffs, and increase project capacity by 20% while efficiently allocating resources based on skills and availability.
- Enhanced Collaboration & Visibility – Improve customer experience by giving teams and external stakeholders full project visibility, boosting CSAT and NPS scores by over 15%.
- Centralized Project Management – Reduce reliance on spreadsheets or outdated tools by consolidating project workflows, onboarding, and resource management directly within Salesforce.
Priced at $25/user/month. Find more details on AppExchange.
Inspire Planner – True Project Management for Salesforce
Managing projects within Salesforce becomes effortless with Inspire Planner. Whether handling customer onboarding, professional services, or development projects, this app offers a complete, 100% native project management solution designed to keep your team aligned and productive.
- Supports Waterfall, Agile & Task List Projects – Manage projects of any complexity, from simple task lists to full-scale Agile or Waterfall methodologies.
- Advanced Gantt Chart for Scheduling – Define task dependencies, milestones, and constraints with a drag-and-drop Gantt chart, ensuring projects stay on track.
- Automation & Project Templates – Auto-create projects when opportunities are closed/won, assign tasks dynamically, and reduce manual work with pre-built templates.
- Resource Management & Capacity Planning – Optimize workforce utilization with a color-coded resource management view to balance workloads effectively.
- Time Tracking & Profitability Analysis – Log time with a built-in stopwatch or weekly views, ensuring accurate billing and effort tracking.
- Client Collaboration Portal – Allow external users to update tasks, log hours, and add comments without requiring Salesforce licenses.
- Portfolio Management & Reporting – Get a high-level view of multiple projects with built-in Salesforce reports and dashboards for better decision-making.
Priced at $40/user/month. Find more details on AppExchange.
Mission Control – Complete Project Management for Salesforce
Mission Control is a professional services automation (PSA) solution designed to handle everything from complex portfolio management to simple process automation—all within Salesforce. This is one of the best Salesforce apps for project management with built-in tools like Gantt charts, Kanban boards, and resource planning, it simplifies project execution while improving efficiency.
- Comprehensive Project Management – Supports both Waterfall and Agile methodologies, real-time tracking, and PMO dashboards for seamless execution.
- Resource & Capacity Planning – Prevents overallocation, optimizes workload, and ensures better team productivity and client satisfaction.
- Financial Management – Tracks billable and non-billable hours, expenses, and invoicing to improve profitability and ensure budget compliance.
- Seamless Collaboration – Enhances teamwork with task assignments, secure portals, and real-time communication for internal and external stakeholders.
Priced at $39/user/month. Find more details on AppExchange.
Kantata SX – Professional Services Cloud for Salesforce
Kantata SX, a Salesforce-native professional services automation (PSA) solution, optimizes resource planning and project management while ensuring seamless collaboration between teams. It delivers predictable service outcomes and helps businesses achieve scalability and profitability.
- Comprehensive PSA Functionality – Embedded with Sales Cloud, offering resource management, revenue forecasting, budget control, and billing—all in one platform.
- Real-Time Forecasting – Enables businesses to predict revenue and resource changes effectively, ensuring better decision-making and project planning.
- Process-Centric System – Uses intelligent insights to guide teams toward successful project delivery, improving resource utilization by 10% and increasing project margins by 8%.
- Rapid Deployment – Unique no-code architecture reduces implementation time, helping businesses go live in half the time of other PSAs.
Priced at $45/user/month. Find more details on AppExchange.
Klient PSA – Deliver Successful Projects Every Time
Klient PSA is a professional services automation platform designed to simplify project management, streamline workflows, and enhance customer satisfaction. Built for Salesforce, it provides all the tools needed to manage projects from start to finish.
- Industry-Specific Workflows – Leverage pre-built templates and best practices to elevate your operations and achieve success effortlessly.
- Project Management & Resource Planning – Optimize planning, allocate resources strategically, and align projects with time, scope, and budget for seamless execution.
- Billing & Invoicing – Generate accurate invoices with a single click, simplifying your billing cycle and boosting profitability.
- Customer-Centric Approach – Collaborate effectively, track real-time progress, and enhance customer satisfaction with improved service delivery.
Priced at $15/user/month. Find more details on AppExchange.
Resource Hero – Intuitive Resource Management for Salesforce
Resource Hero is a Salesforce-native resource management app designed to help teams avoid burnout, improve profitability, and simplify decision-making. With tools for forecasting, time tracking, and data analysis, it keeps projects on track and teams aligned.
- Optimize Resource Allocation – Assign the right people to the right tasks based on expertise, certifications, and availability, ensuring efficient project execution.
- Forecast Workload – Use the Forecast Matrix to plan and adjust team workloads, capturing changes over time to monitor project health.
- Time Tracking Made Easy – Log hours directly within Salesforce or through Gmail and MS Outlook, tracking billable and nonbillable time effortlessly.
- Data-Driven Insights – Leverage out-of-the-box reporting for actionable insights, helping you analyze performance and make better decisions.
Priced at $15/user/month. Find more details on AppExchange.
Milestones PM+ Free Edition – Customizable Project Management for Salesforce
Milestones PM+ brings flexible and intuitive project management to all Salesforce clouds, offering robust tools for handling projects, tasks, and resources directly within your CRM environment. Whether you’re managing sales, service, or marketing initiatives, this freemium app is a game-changer!
- Instant Project Creation – Start projects from any Salesforce object—opportunities, cases, campaigns—with templates or custom setups, all without leaving the record.
- Reusable Templates & Work Breakdown Structures – Convert any project into a template, import from CSV/XML/Project files, and streamline recurring workflows.
- External Collaboration – Share project details securely with clients or non-users, letting them view or update tasks through a Salesforce portal.
- Comprehensive Tracking & Reporting – Get at-a-glance insights into project health with Gantt charts, dashboards, and detailed reports to monitor KPIs and progress.
Freemium. Find more details on AppExchange.
Time&Expense Project
Time&Expense Project simplifies time and expense tracking, making it easy for teams to manage projects, track deliverables, and handle customer billing—all within Salesforce.
- Efficient Time & Expense Capture – Log time and expenses via web, email, or mobile, supporting timesheets, timecards, and corporate credit card imports.
- Integrated Project Management – Track plans, actuals, and resource costs directly from opportunities, and manage billing for both fixed-price and time-and-material projects.
- Multi-Currency & Per Diem Support – Handle complex expense scenarios, including GSA rates and multi-currency tracking, with tailored solutions for global operations.
- Custom Dashboards & Reporting – Centralize all data in Salesforce for real-time insights, alerts, and detailed payroll or reimbursement reports.
Priced at $8.33/user/month. Find more details on AppExchange.
Project Management Tool (PMT) – by Salesforce Labs
PMT is a free, end-to-end project management solution built by Salesforce. These types of Salesforce apps for project management are designed to help businesses structure projects, monitor progress, and foster collaboration—all within the Salesforce ecosystem.
- Accountability Made Easy – Track tasks, roles, and responsibilities effortlessly without the need for external project status slides.
- Effortless Collaboration – Embedded tools ensure seamless teamwork across multiple regions and teams, keeping projects moving forward.
- Swift Project Creation – Use templates to create projects with structured phases and tasks, ensuring alignment and speed in execution.
- Issue Management – Escalate critical risks or delays using Cases and resolve late projects with actionable paths to success.
Free. Find more details on AppExchange.
Agile Accelerator – by Salesforce Labs
Agile Accelerator brings Salesforce’s agile development practices to your organization, offering a robust toolset for managing backlogs, sprints, user stories, and defects within the Salesforce Platform.
- Agile Project Management – Manage all aspects of agile development, including sprints and user stories, in one integrated application on Salesforce.
- Enhanced Collaboration – Leverage Chatter for real-time team discussions and collaboration, keeping everyone aligned.
- Built by Salesforce Experts – Use the same tools Salesforce uses internally to innovate and deliver world-class solutions.
- Team Visibility & Single Source of Truth – Provides transparency across teams to improve collaboration and streamline workflows.
Free. Find more details on AppExchange.
End Note
Managing projects effectively requires tools that streamline processes, improve collaboration, and offer insightful reporting. These Salesforce apps for project management provide exactly that, right within your Salesforce ecosystem.
These apps not only simplify project execution but also enhance productivity and profitability, making them essential for businesses looking to scale efficiently and deliver results.
If you’re ready to take your projects to the next level, explore our Salesforce App Development Services to build tailored solutions for your unique needs!
