Leave painful sales admin behind with Projectworks and Salesforce
The Salesforce and Projectworks integration automatically creates projects from opportunities. As a result, your team saves time and has the visibility they need to build smarter resourcing plans.
Improved visibility – smarter project decisions
Gain control over your sales pipeline and deliver projects on time and budget with accurate resourcing plans.
Automate your admin and boost your billable time
Use Salesforce data to automatically create projects, companies, and budgets in Projectworks and maximize your billable time.
Increase staff productivity with an integrated system
Improve employee satisfaction and efficiency with an easy-to-use services ecosystem that your team will love.
See how the Projectworks and Salesforce integration works
The Projectworks and Salesforce direct integration automatically creates new projects from opportunities in up to two sales processes in Salesforce, saving your team valuable time and helping them to bill more hours.
As a result of the sync, Salesforce companies are created under a Projectworks organization and opportunity amounts can also become project budgets.
Explore the full integration details in our knowledge base article.
IN THE WORDS OF PROJECTWORKS CUSTOMERS ACROSS THE GLOBE
"Revenue forecasting has been a game changer for our organisation, we are able to easily assign work to staff knowing what we have coming up financially"
Jeanette W
Office Manager
"Projectworks is a powerful project management system, and we are glad we decided to migrate to this platform. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone."
Andie D
Posted on G2
"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."
Cam Brookes
Co-Founder and Managing Director
Kiandra
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
Greg Brown
Partner
Oxbow Partners
“Projectworks is a powerful system. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone”
Andie Dunne
Team Leader
Align
"The Projectworks team is easy to deal with, open to ideas, and incredibly responsive."
Dien Tang
Director and Principle
“Staff love it and are better able to manage their projects, quickly see when they are over budget etc. Timesheet entries are a breeze as are leave requests and approvals. Support is quick to respond and the Projectworks team have been great to work with.”
Emma
Accounts Manager - Management Consulting, 11 - 50 employees
“With Projectworks, we are able to streamline our expense reimbursement process so that expenses are loaded and draw down on project budgets; allowing us to accurately track project profitability”
Jo Mickleson
Director of Strategy & Growth
Aware Group
"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."
Cam Brookes
Managing Director
"We've been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000."
Emeka Nnadi
Founder and President
“The resourcing function is better than other platforms because you can resource at a project level. It’s great to have an autonomous team who all know what they need to do”
Natasha Kearney
Finance Manager
GKC
"In the words of one of our Senior Project Directors - you just go in, add any changes and it creates the invoice! It's that easy"
David Black
Commercial Manager
Colliers Project Leaders
“The reporting is intelligent, well-formed and easy to access. Projectworks is a must-have tool for our business”
Adam Zantis
Managing Director
Zancon
“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
GKC Limited
“We are a rapidly growing organization and were looking for something that would help us scale. As we explored Projectworks' capabilities, we had many "wow this is powerful" moments. We now use Projectworks for timesheets, invoicing (integrated with Xero), resource management and forecasting.”
Tony K
COO, IT Services Firm 11-50 Employees
“Viewing the current and projected margins have been wonderful to see and being able to see the forecasted income really helps the business strategically think of next steps to further grow. The tech support has been amazing and are always quick to respond”
Mia U
Business Manager who switched from Clockify
“Viewing our current and projected margins have been wonderful. Being able to see the forecasted income really helps the business strategically think of next steps to further grow.”
Mia Andrea U.
Administration
Ballarat Centre of Music and Arts
“We're so happy that we're using this software and we'd pick it again and again. We find new bits of software that we didn't notice before and it makes our jobs even easier. Would recommend 100%.”
Anne
Office Manager in US
Architecture & Planning
“Onboarding was well done, responsive support and customisation prior to go live. The interface is extremely intuitive and forecasting links well with invoicing which makes the whole workflow easy.”
Daniel
Director in Australia
Civil Engineering
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“We love the resourcing functionality in Projectworks. It is so easy to use and engaging. The project management team keep this updated on a regular basis and it makes our lives so much easier. The invoicing is also great.”
Lydia Pawson
PMO & Operations Coodinator
Liquid IT
“As we explored Projectworks, we had many 'wow this is powerful' moments. The insights and benefits you get in the software are well worth it”
Tony Katsigarakis
COO
OneTeam Services
“Simple to use, very intuitive, dashboard and system looks great. All our employees find it very simple to use and easy to find metrics at the click of a button. Everything is in real time so we know it is also accurate.”
Jemima B.
Operations Manager
MBB Group
“It's been a really easy transition and the continual product updates and responsiveness of the team are fantastic. Having used a variety of different systems in consultancies of different sizes and scales, this is hands down the most productive and effective platform I've ever used.”
Sandra J
CEO
11-50 employees
“It was a seamless process. Their team did all the hard work and we have received amazing ongoing support. We finished with WorkflowMax on a Friday afternoon and were live in Projectworks by Monday. Highly recommend.”
Deanne Fleming
Financial Controller
Egmont Dixon
-min.avif)
“We’ve finally been able to move away from spreadsheets and that means more live and accurate data when making business decisions.”
Daryl Isaac
Chief Financial Officer
Liquid IT
“Projectworks is not only a great project management solution but we have managed to customise the tool to fit our business needs”
Anonymous customer review
Information technology industry
“We instantly felt efficiency in Projectworks and gained insights into our business with open API’s and integrations with 3rd parties”
Cameron Brookes
Managing Director
Kiandra
“We’ve been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000”
Emeka Nnadi
Founder and President
Nadi Group
“Our staff have found it very helpful. It's given them a better understanding of how their productivity impacts the overall profitability of the firm”
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Quint Newcomer
Director
Architectural Collaborative
“Once the Projectworks team set us up, our ability to monitor and manage our resources, projects, and budgets has increased dramatically”
Richard Giles
Product Director
Adapptor
“The integration between Xero and Projectworks really bridged a gap we had. An impressive, simple and very powerful integration”
Lawrie Jeavons
Sustainability Consultant
Codex Consulting
“We evaluated several other apps that integrated with Xero, and selected Projectworks because of its flexibility. It's powerful and flexible”
Neil Benson
Founder
Superware
“My experience with Projectworks has been excellent. The integration with Xero is flawless and assists greatly with efficiency”
Danni Gunning
Executive Assistant
Ecovate Group
“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
GKC Limited
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
Greg Brown
Partner
Oxbow Partners
“Projectworks is a really great and powerful tool. We use the integration so that all of our project fee, expense and workflow data is also in Quickbooks, helping our team focused on finances keep the business running. Happy to recommend!”
Quickbooks App Review
United States
“Fantastic PSA system, from onboarding to ongoing updates and support, the team at Projectworks have been fantastic. The integration with Quickbooks ensures no risk of error in manual data entry. Overall I wouldn't hesitate to recommend, we would be at a loss without it!”
Standard Architects
United States
“We approached Projectworks on a recommendation from 12d Synergy. The team have been great, giving us a high level of confidence migrating to a mature system from WorkflowMax”
Chris Short
Chief Executive & Director
CGQ Consulting Engineers
“We evaluated several other apps and selected Projectworks because of its flexibility. It's powerful and flexible”
Neil Benson
Founder
Superware
"I've got angels singing. Projectworks looks so clean, such a cool product to use”
Adrienne Clarke
Operations & Project Support
Envelope Engineering
“Projectworks has been fantastic for projects, budgeting and invoicing”
Matt Meadwell
Technical Manager
Kozar Engineering
“Every task is simple & easy to complete, from timesheets all the way through to invoicing"
Anonymous customer review
Engineering Industry
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“We now run our pipeline out of Projectworks, we can see what is in the works and what’s coming up. Projectworks informs 95% of what we do”
Sharon Simpfendorfer
Business Systems Manager
CT Management
“I found Projectworks a really easy system to learn. We are also getting great support from Projectworks - it's definitely ticking all the boxes”
Brian Aderson
Operations Director
IMed Consulting
"We used Projectworks to drive our weekly forecast meeting, it’s much easier than our previous spreadsheet and easy to make changes on”
Ben Doidge
Operating Officer
Experieco
“As a professional services team Projectworks helps us seamlessly integrate with our accounting platform for invoicing, expenses and leave management”
Georgie Garnham
Head of Finance
Divide By Zero
“Every task is simple & easy to complete, from timesheets all the way through to invoicing. Productivity gains were immense compared to our old software solution.”
Civil Engineering Firm
50 Employees
Flexible pricing
New to Projectworks?
Projectworks is a platform designed specifically to help increase visibility, improve margins, and set up your professional services business for scale. Start a free trial today and we’ll be in touch.
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