Integrated Salesforce Project Management Software Solution

Align sales efforts with project management using software that combines crm functionalities, pipeline tracking, and team collaboration.

Try Salesforce Project Management Software
Simplified Project Management
Project Management

Manage Your Salesforce Workflow & Gain Crystal-clear Visibility

Juggling in multiple salesforce features for project management. Our software simplifies everything. Consolidate all your project data in one central hub, offering a clear and organized view. Plan projects, manage tasks, track progress visually, and collaborate consistently – all within your familiar salesforce environment. No scattered spreadsheets and fragmented data; unrelease crystal-clear visibility for efficient project delivery.

How To Use Salesforce Project Management Software?

To create your own personalized project, Here's how to use it:

1

On the app dashboard, click “Project Management”.

2

Search for “New Project” to build a project for your team.

3

Choose among 3 options, “Create with AI”, “Create with Templates”,or “Start from Scratch”.

Manage Your Team’s Projects to successfully execute initiatives, optimize operations, and achieve strategic objectives.

Try Project Management App
Project Management
Project Management

Master Every Stage, From Lead Generation to Closed Deals

No more piecing together project progress from multiple sources! Our software equips you with powerful visualization tools to track and analyze every stage of your sales journey. Create intuitive dashboards with real-time data on lead generation, opportunity pipeline, and sales team performance. Identify bottlenecks, optimize workflows, and make data-driven decisions – all with clear visual representations for project management.

Unify Your Sales Team & Collaborate In Real-time With Visual Cues

Break down communication barriers and foster a collaborative sales environment. Our software integrates consistently with salesforce, allowing your team to work together in real-time. Assign tasks, share updates, and track progress visually with interactive kanban boards and gantt charts. Ensure everyone is aligned and on the same page, boosting team collaboration and driving project success. Visual cues throughout the platform promote transparency and keep everyone informed at a glance.

Project Management

Most Used Templates

Project Management Features

Project Management Features

Project Management Templates

Project Management Templates

Work Project Management

Work Project Management

Discover More

Academic Project Management Software
Agile Project Management Software
Management Project Management Software
Financial Project Management Software
Service Project Management Software
Data Project Management Software
Insurance Project Management Software
E Commerce Project Management Software
Pharmaceutical Project Management Software
Logistics Project Management Software
Accounting Project Management Software
Ad Agency Project Management Software

Frequently Asked Questions

accordion icon

How can salesforce project management software benefit sales teams

Salesforce project management software build up sales team productivity by integrating project tasks with customer relationship management (crm) data. It helps manage sales pipelines, track customer interactions, and coordinate sales activities, ensuring consistent project execution aligned with business goals.

accordion icon

What features should salesforce project management software include

Essential features include task automation, opportunity tracking, project timelines integrated with crm, collaboration tools, and reporting dashboards. These features enable sales teams to prioritize tasks, incorporate workflows, and drive revenue growth through effective project management.

accordion icon

Can salesforce project management software integrate with other salesforce solutions

Yes, salesforce project management software integrates consistently with other salesforce products like sales cloud and service cloud. This integration provides a unified platform for sales teams to manage projects, leads, and customer relationships in one place.

accordion icon

How does salesforce project management software support project scalability and team collaboration

It supports scalability by allowing customization of workflows, scalability to support organizational growth, and team collaboration through real-time communication and document sharing features.

accordion icon

How quickly can I get customer support?

Chat with us in-app or send us an email and we'll get back to you within 24 hours. We'd love to hear from you!

Achieve Success with Project Management Solutions

Optimize project workflows, build up team collaboration, and achieve project goals efficiently with our comprehensive project management solutions. Boost productivity and ensure success from start to finish.

Manage Your Team’s Projects

Trusted By 10 million+ People.
What our users are saying about Simplified AI Project Management

Aggregate Review Rating

5/5 Stars

Rate

Amazing software... lifesaver for a freelance web designer

It has proved to be a fabulous tool for me in my freelance web design agency. Well worth the investment.

5/5  Stars

Rate

I Enjoy Using Simplified and Highly Recommend it to Others

What I like best about Simplified AI is its ability to understand the context and intent behind my writing. This feature allows it to generate content that is relevant and meaningful, which has significantly improved the quality of my work.

5/5  Stars

Rate

Unraveling the Excellence of Email Performance

In the ever-evolving landscape of digital communication, finding the right balance between efficiency, engagement, and aesthetics is paramount. From my year-long experience, several factors have consistently set the standard for email performance.

5/5  Stars

Rate

Have only been using Simplified a short time and it's a game changer

I love that I have a software where I can manage multiple social media acccounts as well as Google business.

5/5  Stars

Rate

everything you need is right here in one product!

I consistently find myself returning to it as my go-to tool for content creation. It has become an integral part of my workflow. Whenever I had queries and reached out to support, they were prompt in their responses and provided effective solutions.

5/5  Stars

Rate

Simplified - A Game Changer for My Team

I've been using Simplified for a few days now, and it has completely transformed the way my team operates. Simplified has exceeded my expectations in every way.

5/5  Stars

Rate
See all testimonials