10 Best Project Management Software That Integrates With Salesforce

74% of B2B buyer teams experience ‘unhealthy conflict’ during the decision process, often involving different stakeholders. If you don’t capture that hard-won consensus and sync it to your project management tool, delivery starts in a vacuum.

Native Salesforce integrations automate the transition from Closed Won to active project, ensuring stakeholder requirements reach the people doing the work. This guide breaks down the best project management software that integrates with Salesforce and makes that handoff seamless.

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Project Management Software That Integrates with Salesforce at a Glance

Tool	Best for	Standout feature	Pricing*	Where it falls short
TaskRay	Client onboarding teams running templated implementations natively in Salesforce	A Closed Won flow launches a templated project that inherits the account’s fields, so onboarding starts with deal context intact	Custom pricing	External collaboration moved into Collaboration Hub, a separately licensed add-on, so client-facing visibility isn’t part of the base package
ClickUp	Delivery teams outside the CRM that need deal context, execution, and AI agents in one workspace	Connected Search pulls up Leads, Opportunities, and Cases from the AI Command Bar, and Super Agents monitor synced accounts to flag stalled onboardings before a client asks	Free Forever; paid from $7/user/mo	Native sync covers accounts and opportunities only, so custom objects need a third-party connector like Zapier or Make
Mission Control	Professional services firms tracking every project hour from quote through invoice	Rate cards and revenue recognition trace any billable hour back to the deal that sold it, with Agentforce assembling health checks from live data	From $39/month/user (annual)	Built around billable work, so internal projects mean turning off financial machinery you’re paying for
Inspire Planner	Implementation teams whose projects live and die by dependencies and critical path	Interactive Gantt recalculates every dependent date the moment a task slips, keeping the plan accurate without manual rework	From $25/month/user (annual); free for non-profits (first 10 licenses)	No AI at all, so status updates and progress chasing are entirely manual
Cloud Coach	Enterprise PMOs running waterfall and agile programs side by side at scale	Delivery Intelligence includes Project Copilot, AI Meeting Manager, and Customer Signal Intelligence that reads communication patterns for churn risk	From $39/month/user	Scoped for programs and typically partner-led, so a small team faces setup overhead it won’t use
Milestones PM+	Small teams that need native project tracking working this week, not this quarter	Projects launch from any standard or custom object, so a Case, Contract, or Campaign spawns a templated plan the same way an Opportunity does	Custom pricing	No billing, capacity, or portfolio layer, so teams that outgrow it migrate twice
Asana	Cross-functional teams connecting closed deals to the company goals they fund	Work Graph threads any delivery task up through the project to the quarterly goal and the opportunity that funded it	Free (up to 2 users); paid from $10.99/user/mo	Salesforce connection is built entirely from Rules, so data moves only in scenarios someone explicitly configured
monday.com	Ops and delivery teams that read status as board colors while sales stays in Salesforce	Two-way sync brings accounts, opportunities, and custom objects onto boards with per-field mapping rules in both directions	Free (up to 2 seats); paid from $9/user/mo	Salesforce sync is a paid add-on on monday’s Enterprise plan and needs Salesforce Enterprise or Unlimited, so smaller setups on either side are locked out
Wrike	Enterprise PMOs pairing resource management with CRM context	Salesforce widget surfaces live Wrike project progress directly on Lead, Opportunity, and Account record pages reps already open daily	Free Forever; paid from $10/user/mo	Widget works with selected record types only, so workflows built on custom objects sit outside its reach
Jira	Software development teams connecting sprints to Salesforce data	Marketplace connectors like Exalate sync any Salesforce object in real time both ways, including comments and attachments	Free (up to 10 users); paid from $7.91/user/mo	No first-party Salesforce integration, so every connection depends on a marketplace connector with its own support relationship

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

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What is Project Management Software that Integrates with Salesforce?

Project management software that integrates with Salesforce connects your CRM data, such as accounts, contacts, opportunities, and deals, directly to project workflows, tasks, and timelines. This creates a continuous sales pipeline from the sales cycle into execution.

Without a native Salesforce integration, the transition from sales to delivery is a manual bottleneck. For instance, once an opportunity hits Closed/Won, your team has to:

• Re-create project structures and re-enter client data from scratch
• Hunt through Salesforce notes to find specific stakeholder requirements
• Field constant ‘status update’ requests from sales reps who have lost visibility into the account
• Manage disjointed onboarding that risks the customer’s first impression of your delivery

Project management software that integrates with Salesforce uses workflow automation to solve this. This includes a Closed/Won trigger that automatically syncs customer data and maintains a two-way sync that keeps sales and delivery teams aligned in real time.

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Should Your Project Team Live Inside Salesforce or Outside It?

Keep projects inside Salesforce if everyone who touches them already holds a Salesforce license; move them outside if most of your delivery team doesn’t.

Native apps (TaskRay, Mission Control, Inspire Planner, Cloud Coach, Milestones PM+) store projects as Salesforce records. Reporting, permissions, and automation work exactly like the rest of your org, and nothing syncs because nothing leaves. The cost: every project member needs a seat, and project features run thinner than dedicated platforms.

External platforms (ClickUp, Asana, monday.com, Wrike, Jira) give delivery teams a full workspace and sync a slice of Salesforce data into it. Stakeholders work without CRM licenses. The cost: the connector becomes infrastructure you configure, monitor, and maintain.

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What to Look for in Project Management Software that Integrates with Salesforce

Judge every option on six things: sync direction, object coverage, trigger support, license requirements, AI scope, and implementation lift.

• Two-way sync: Confirm updates flow back into Salesforce, not just out of it, so sales reps see delivery progress without asking
• Object coverage: Check which records actually sync; some tools handle any object, others only Accounts and Opportunities
• Closed Won triggers: Look for automatic project creation the moment an opportunity closes, since that handoff is the whole point
• License math: Determine whether stakeholders can view and update work without full Salesforce seats
• AI scope: Verify which plan unlocks the AI project management features you’d use, and whether agents act on your project data or answer questions about it
• Implementation lift: Ask what moving your in-flight projects and existing connector setup takes, since partner-led rollouts and connector migrations are measured in weeks

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Project Management Software that Integrates with Salesforce to Try

This list covers TaskRay, ClickUp, Mission Control, Inspire Planner, Cloud Coach, Milestones PM+, Asana, monday.com, Wrike, and Jira. Each entry breaks down the integration, AI capabilities, pricing, limitations, and who it’s actually built for.

1. TaskRay (Best for fully native Salesforce project management and client onboarding)

TaskRay builds projects, tasks, and templates as standard Salesforce objects. This means the reports, dashboards, and permission rules an org already runs on apply automatically to project work.

Handoff becomes seamless in this scenario. When an opportunity hits Closed Won, a flow launches a templated project that inherits the account’s fields. Next, the onboarding begins with the context the sales team captured during the deal. It saves you from referring to a blank plan someone rebuilds from memory.

The same context feeds its Agentforce-powered assistant, which handles the connective work between meetings and execution. For example, notes from a kickoff meeting become assigned follow-up tasks, and staffing suggestions draw on who actually has room. Once a plan is live, Plan View lays it out on a Gantt-style timeline where dragging a date reshuffles the schedule and progress rolls up to milestones.

Key features and highlights

• Template-driven onboarding: Standardize repeatable implementations so every new client starts from the same proven structure
• Revenue Cloud alignment: Launch projects automatically on order confirmation and tie milestones to revenue recognition
• Time tracking on tasks: Log hours where the work happens instead of reconstructing them in a timesheet later

TaskRay pricing

• Custom pricing 

TaskRay ratings and reviews

• G2: 4.3/5 (120+ reviews)
• Capterra: 4.3/5 (20 reviews)

What are real life users saying about TaskRay?

A G2 reviewer shared their experience of using TaskRay:

2. ClickUp (Best for delivery teams that need deal context, execution, and AI in one workspace)

ClickUp puts tasks, docs, chat, and goals in one workspace. That consolidation matters for Salesforce teams: deal context doesn’t scatter across four tools as soon as delivery starts.

The Salesforce Sync integration connects the two systems with two-way updates. Accounts and opportunities appear as ClickUp Tasks. If a field changes in the CRM, the task updates. Similarly, when a task gets completed, the rep sees it on the record. Both teams stay current without asking each other.

That shared data layer makes ClickUp Automations useful. Set a Closed/Won trigger. The system builds a templated project, assigns owners, and applies due dates pulled from the deal. Your delivery team opens ClickUp and the work is already structured.

ClickUp Brain then sits on top of everything: synced Salesforce records, project tasks, docs, and chat. Ask it for a kickoff summary of the deal. Ask it where a client’s onboarding stands. It reads across all of it because it all lives in one place. Connected Search extends that reach into Salesforce itself, so your team can pull up any Lead, Opportunity, or Case record without leaving ClickUp. And spin up new Salesforce tasks and leads from the same command bar.

Key features and highlights

• Deal fields that reconcile themselves: Map Custom Fields to Salesforce so deal size, contract terms, and renewal dates stay current on both sides without anyone manually syncing them
• Delivery visibility without extra licenses: Sales tracks project progress from their Salesforce records while delivery works in ClickUp Dashboards that layer pipeline value over task status
• Proactive account monitoring: Assign Super Agents to synced Salesforce accounts so stalled onboardings get flagged and owners get nudged before a client has to ask

ClickUp pricing

ClickUp ratings and reviews

• G2: 4.6/5 (13,700+ reviews)
• Capterra: 4.6/5 (4,500+ reviews)

What are real life users saying about ClickUp?

Don’t take our word for it. Hear about ClickUp from a G2 reviewer:

3. Mission Control (Best for professional services running quote-to-cash in Salesforce)

With Mission Control, treat a project as one link in a longer chain that starts at the opportunity and ends at the invoice. Because the whole chain lives natively in Salesforce, a services firm can trace any billable hour back to the deal that sold it.

The Resource Scheduler sits in the middle of that flow, showing team capacity on a calendar where bottlenecks surface early. Teams can reshuffle work with drag-and-drop before anyone burns out in the background.

The v1.80 release added a PERT estimator and a RACI matrix. These tools are for teams that already run formal delivery discipline and want the system to enforce it. Agentforce picks up the review work that discipline creates: a health check on any project assembles itself from live data instead of a PM’s Friday afternoon. Or lessons learned compile from project history rather than dying in a doc.

Key features and highlights

• Story Board and Program Planner: Map user stories and high-level requirements to long-term roadmaps so daily work stays tied to strategy
• Rate cards and revenue recognition: Track project profitability against budget in real time rather than discovering the overrun at month-end
• Skills-based resourcing: Match assignments to capability and availability, with holiday allowances built into the capacity picture

Mission Control pricing

• Monthly Plan: $49/month/user
• Annual Plan: $39/month/user

Mission Control ratings and reviews

• G2: 4.4/5 (150+ reviews)
• Capterra: Not enough reviews 

What are real life users saying about Mission Control?

This G2 reviewer described what it is like to use Mission Control:

4. Inspire Planner (Best for Gantt-driven implementations inside Salesforce)

Teams managing multi-phase implementations pick Inspire Planner for its scheduling engine. The interactive Gantt chart supports predecessors and critical path analysis natively in Salesforce. When a task slips, every dependent date recalculates immediately and the plan stays accurate without manual rework. Because projects link directly to Opportunities and Accounts, that live schedule sits next to the deal it came from, and Salesforce reports can combine both.

Reassigning the slipped work is part of the same motion. Capacity planning color-codes each person’s workload, accounting for PTO and skills. You see who can take on the moved tasks before committing to a new date.

For the client’s side of an implementation, the External Portal closes the gap that native apps usually leave open: customers and contractors update task status, log effort, and comment on the plan directly. Their progress feeds the schedule instead of arriving later through an account manager’s email.

Key features and highlights

• Critical path recalculation: Watch the true bottleneck sequence update live as dependencies shift, instead of re-deriving it after every change
• Planned versus actual effort: Log hours against tasks and catch scope creep while the project is still running
• Portfolio dashboards: Scan health, risks, and overdue work across every active implementation from one native screen

Inspire Planner pricing

• Annual plan: Starts at $25/month/user
• Non-profits: Free plan (First 10 licenses)

Inspire Planner ratings and reviews

• G2: Not enough reviews 
• Capterra: 4/5 (20+ reviews)

What are real life users saying about Inspire Planner?

Here’s how a Capterra reviewer described their experience with Inspire Planner:

5. Cloud Coach (Best for enterprise delivery teams running mixed methodologies)

A global services organization rarely runs one kind of project. Cloud Coach handles that spread by supporting waterfall, agile, and water-scrum-fall in the same native platform. This way, a regulated implementation and an iterative product stream live in one system with shared reporting.

Capacity planning works at the same scale: it forecasts resource demand against availability, with skills and role matching. It turns hiring conversations into something backed by usage data instead of a gut feeling.

Delivery at that size generates questions faster than PMs can answer them. Project Copilot answers plain-language questions from live project data. Meanwhile, the AI Meeting Manager captures agendas, decisions, and action items as meetings happen. And Customer Signal Intelligence reads communication patterns for churn risk, flagging the account that’s gone quiet.

Key features and highlights

• Opportunity-based project templates: Spin up delivery structures from the Salesforce record that sold the work, scope intact
• Skills-gap forecasting: See where demand outruns your bench early enough to hire or contract against it
• Built-in project governance: Standardize stakeholder updates and project meetings with templates instead of per-PM improvisation

Cloud Coach pricing

• Starter: $39/month/user
• Connect: $79/month/user
• Enterprise: $99/month/user
• Ultimate: Custom pricing

Cloud Coach ratings and reviews

• G2: 4.5/5 (150+ reviews)
• Capterra: Not enough reviews 

What are real life users saying about Cloud Coach?

Here’s a review of Cloud Coach by a G2 reviewer:

6. Milestones PM+ (Best for lightweight native tracking without a rollout project)

Not every team needs a Professional Services Automation (PSA) software suite. Milestones PM+ installs from the AppExchange and gets a working project structure live the same week. Projects launch from any standard or custom object, so a Case, Contract, or Campaign can spawn a templated plan the same way an Opportunity does. And templates tied to opportunity record types mean closed deals generate the right task structure without anyone building it by hand.

Moving in is just as fast. Plans your team already maintains in Microsoft Project or spreadsheets come over through Instant Import, so adopting the tool doesn’t mean rebuilding months of scheduling work. Once inside Salesforce, those tasks land on user calendars as events, where a deadline next to real meetings gets treated like one.

That speed-to-adoption carries through to its Agentforce extension, which answers product questions based on the Project or Task open on screen. New users learn the tool while working in it, instead of pulling a teammate into every question.

Key features and highlights

• Cross-object project creation: Launch templated projects from Cases, Contracts, or custom objects, not just closed deals
• Interactive Gantt: Adjust dependencies and dates with drag-and-drop, and apply mass updates when a whole phase moves
• Calendar-synced deadlines: Push project tasks onto user calendars as events, so due dates compete with meetings for attention honestly

Milestones PM+ pricing

• Custom pricing 

Milestones PM+ ratings and reviews

• G2: Not enough reviews 
• Capterra: Not enough reviews 

What are real life users saying about Milestones PM+?

Hear about Milestones PM+ from this G2 reviewer:

7. Asana (Best for cross-functional teams connecting goals to opportunities)

Asana answers a specific question: which company goal does this task serve? Its Work Graph maps how work connects to people and objectives. Meanwhile, the native Salesforce in Asana app extends that thread down to the deal itself.

A closed opportunity triggers Asana Rules that create the templated project, assign owners, and map fields between both systems. An account manager can trace delivery progress from the record they already work in, and an executive can tie it to the quarterly goal it funds.

The routing that used to need a human dispatcher now runs through AI Studio, where workflows read Salesforce record data. It sends work to the right team and summarizes deal requirements before kickoff. AI Teammates go a step further as governed agents your team assigns work to, with the same visibility and accountability as a human assignee. The handoff from sales stops being a message someone forgets to send and becomes a workflow that runs the same way every time.

Key features and highlights

• Salesforce-triggered Rules: Trigger project creation, assignments, and field updates when an opportunity stage changes
• Goal-to-project threading: Trace any delivery task up to the objective and the opportunity that funded it
• Portfolio roll-ups: Watch health, progress, and load across every deal-driven project in one view instead of per-project check-ins

Asana pricing

• Personal: Free forever (up to 2 users)
• Starter: $10.99/month/user
• Advanced: $24.99/month/user
• Enterprise: Custom pricing 

Asana ratings and reviews

• G2: 4.4/5 (13,900+ reviews)
• Capterra: 4.5/5 (13,400+ reviews)

What are real life users saying about Asana?

Here’s a Capterra user’s review of Asana: 

8. monday.com (Best for delivery teams that want pipeline status readable at a glance)

Status on a monday.com board is a color before it’s a word, which is why delivery teams that don’t live in Salesforce adopt it so quickly. The two-way Salesforce sync brings accounts, opportunities, and custom objects onto those boards with per-field mapping rules.

A stage change in the CRM recolors the board, and a delivery update flows back without anyone writing a status email. Sales keeps its system of record; delivery gets a view it actually wants to look at. Plus, watching those boards no longer has to be a person’s job.

AI agents monitor activity continuously and act within guardrails you set, so a stalled onboarding gets flagged and escalated before the client notices, not after. For everything shorter-lived, monday AI covers the daily grind. AI blocks categorize and transform synced data mid-workflow, and the sidekick assistant summarizes a project or drafts the update the account manager keeps asking for.

Key features and highlights

• Per-field sync rules: Choose exactly which Salesforce fields map to which board columns, in which direction, instead of an all-or-nothing sync
• Agents with guardrails: Delegate board monitoring to AI that decides next actions within limits you define, not fixed trigger-response automations
• Same data, many views: Flip synced pipeline data between dashboards, Gantt timelines, and Kanban so executives and doers read the same truth differently

monday.com pricing

• Free Plan (up to 2 seats)
• Basic: $9/month/user
• Standard: $12/month/user
• Pro: $19/month/user
• Enterprise: Custom pricing 

monday.com ratings and reviews

• G2: 4.7/5 (17,000+ reviews)
• Capterra: 4.6/5 (5,900+ reviews)

What are real life users saying about monday.com?

This G2 reviewer reflected on monday.com’s integration capability:

9. Wrike (Best for enterprise PMOs pairing resource management with CRM context)

Wrike is an antidote to overallocation, where enterprise delivery quietly fails. Workload management views show each person’s real capacity against everything assigned across projects. So resource leveling happens before a missed deadline forces it. The Salesforce widget puts that delivery picture inside the CRM itself, surfacing live Wrike tasks and projects on record pages for Leads, Opportunities, and Accounts.

Chasing that rollout is increasingly not a human’s job either. Wrike’s AI agents classify and route incoming work, update fields, manage approvals, and post notifications. And the prebuilt ones ship ready for the least-loved PM duties: a Missed Deadline agent that follows up on late work, a Revision Tracker, and a Project Coordinator.

For a PMO, that turns AI from a chat window into staff, and cross-tagging rounds it out by letting one task appear in several project views. Sales-facing and delivery-facing teams read the same work in their own context.

Key features and highlights

• In-record delivery status: Show live Wrike project progress on the Salesforce records reps open every day
• Prebuilt operational agents: Hand deadline-chasing, revision tracking, and coordination to agents that ship configured
• Cross-tagged tasks: Let one piece of work live in multiple project views without duplicating it

Wrike pricing

• Free Forever  
• Team: $10/month/user
• Business: $25/month/user
• Pinnacle: Custom pricing
• Enterprise: Custom pricing

Wrike ratings and reviews

• G2: 4.2/5 (4,300+ reviews)
• Capterra: 4.4/5 (2,900+ reviews)

What are real life users saying about Wrike?

A Capterra reviewer shared their review of Wrike:

10. Jira (Best for software development teams connecting sprints to Salesforce data)

An escalated case in Salesforce and the bug fix shipping in a sprint are the same piece of work, but the account manager can see only one half. Jira closes that split through connectors: Peeklogic’s free connector pushes Salesforce records into Jira one-way. Peeklogic PRO and Exalate sync any object in real time both ways, including comments and attachments.

A case escalation spawns a Jira issue with field mapping intact. When the fix merges, the rep who owns the account sees it without asking engineering. Sprint boards, backlog grooming, and advanced roadmaps with dependency mapping remain the reason development teams tolerate no substitute.

Rovo Search reads across Jira and connected apps, Chat answers questions with that context, and Rovo Agents take on the decomposition work. It breaks an epic into scoped tasks so the synced Salesforce case becomes sprint-ready faster than a grooming session.

Key features and highlights

• Development context on every issue: See linked branches, commits, and deploy status from Bitbucket or GitHub on the issue itself
• Rovo Studio: Build custom agents for your own workflows, like one that drafts release notes from a sprint’s closed issues
• Confluence pairing: Keep specs and RFCs linked to the issues they describe, giving synced Salesforce cases a paper trail deeper than a description field

Jira pricing

• Free Forever (up to 10 users)
• Standard: $7.91/month/user
• Premium: $14.54/month/user
• Enterprise: Custom pricing

Jira ratings and reviews

• G2: 4.3/5 (7,800+ reviews)
• Capterra: 4.4/5 (15,200+ reviews)

What are real life users saying about Jira?

This is what a G2 reviewer has to say about Jira:

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Which Salesforce Project Management Tool Should You Choose?

Every project management software on this list solves the Salesforce handoff differently, so the right pick comes down to what your delivery team’s core job looks like day-to-day.

• TaskRay: Repeatable client onboarding that should live entirely inside Salesforce
• ClickUp: The handoff, execution, docs, and agents in one workspace instead of four tools
• Mission Control: Every billable hour needs a paper trail from quote to invoice
• Inspire Planner: Dependencies and critical path decide your delivery dates
• Cloud Coach: A PMO running waterfall and agile programs under one roof
• Milestones PM+: Native tracking live this week, no rollout project
• Asana: Closed deals that need to ladder up to the goals they fund
• monday.com: Enterprise plans on both sides, status read as board colors
• Wrike: Workload balancing matters as much as reps seeing progress from their records
• Jira: Escalated cases and deal commitments becoming sprint work

If your delivery team spans more than one of these jobs, ClickUp brings it all into one place instead of four: the Salesforce handoff, project execution, docs, chat, and the agents watching it all.

Try ClickUp for free and put your next Closed Won on autopilot.

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Frequently Asked Questions about Project Management Software That Integrates with Salesforce (FAQs)

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