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Say goodbye to painful sales admin with Projectworks and Salesforce

The Salesforce and Projectworks integration provides a single automated view of opportunities through to signed projects. It helps your team have the visibility they need to build smarter resourcing plans for incoming projects.

 
 
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Improved visibility – smarter project decisions

Gain better visibility and control of your sales pipeline to help your delivery teams build better resourcing plans.

Automate your admin and improve your billable time

Save time by automating handover between your CRM and PSA software - maximizing your billable time.

 

See how the Projectworks and Salesforce integration works

The Projectworks and Salesforce integration automates the creation of new projects, saving your team’s valuable time and helping them bill more hours.

For information on how to set up the integration within Projectworks, read this article.

 
 
 
 
 

IN THE WORDS OF PROJECTWORKS CUSTOMERS

 

“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”

Natasha Kearney
Finance Manager at GKC Limited

“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”

Greg Brown
Partner at Oxbow Partners

 
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One Projectworks subscription for one simple price

 
 

New to Projectworks?

Start a free trial and try Projectworks for yourself. No credit card needed and you’ll be up and running in no time. It’s easy-to-use project management software built for consulting firms.

 
 

New to Salesforce?

Salesforce is the world’s most trusted customer relationship management (CRM) platform. It helps your teams work as one from anywhere — so you can keep your customers happy everywhere.