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