Salesforce project management tool - AI tools

Klient PSA is a professional services automation platform built natively on Salesforce that helps consulting firms and SaaS businesses manage projects, resources, time tracking, billing, and customer collaboration through AI-enhanced tools.

• Freemium
• From 15$

Cloobot X is an AI-powered workspace designed to accelerate Salesforce implementations. It streamlines the entire SDLC, automating tasks for Solution Architects and their teams, reducing project timelines, and improving overall efficiency.

• Contact for Pricing

projectfacts offers an all-in-one business process management platform that streamlines project management, time tracking, invoicing, and CRM for service providers and companies of all sizes.

• Free Trial

Accorto streamlines professional services automation with integrated time, expense, project, resource management, and billing, all natively within Salesforce.

• Contact for Pricing

Projekly is a comprehensive business management platform that combines HR, CRM, and project management tools to streamline operations and enhance team collaboration for small to medium-sized businesses.

• Freemium
• From 38$

Forecast is an AI-powered project and resource management platform designed to help businesses plan, execute, and track projects efficiently, providing clear visibility across operations.

• Contact for Pricing

ProjectsForce is an AI-powered project management platform designed specifically for home service businesses, offering dynamic dashboards, real-time integrations, and automated workflows to optimize service operations.

• Contact for Pricing

FunnelSource is a Salesforce-native pipeline management and sales forecasting platform that leverages advanced analytics and automation to maximize sales performance while ensuring data integrity and real-time insights.

• Paid

AssetOptics is a native Force.com enterprise asset management (EAM) solution on Salesforce AppExchange that helps organizations manage assets, maintenance, inventory, and procurement to improve ROI and operational efficiency.

• Contact for Pricing

Firmao is an online CRM and ERP software that helps businesses manage customer relationships, sales processes, projects, invoicing, and inventory with over 1000+ integrations.

• Free Trial