Best Projectworks Alternatives & Competitors for 2025

Imed Bouchrika, Phd

by Imed Bouchrika, Phd

Co-Founder and Chief Data Scientist

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Read more about pipeliner

Pipeliner CRM stands out for its user-friendly design that encourages quick adoption among sales teams, addressing a common challenge in CRM implementation. Its AI-driven features automate routine tasks, freeing sales professionals to concentrate on strategic priorities and boosting overall productivity. Additionally, Pipeliner supports consistent sales processes and offers powerful analytics tools, equipping management with valuable insights. Cost-efficiency is another key benefit, as the platform can be rapidly deployed without the need for a dedicated administrator, ensuring a swift return on investment and lower total ownership costs.

Key Features of pipeliner
  • Visual Relationship Mapping
  • Multiple Accounts functionality
  • Comprehensive Forecasting capabilities
  • No-code Workflow Automation Engine
  • Email Integration with MS Outlook and Gmail
  • Personalized Email Templates
  • AI-powered duplicate checking and advanced sales tools
  • Mobile Accessibility
Price of pipeliner

Pipeliner CRM's Starter Plan begins at $65 per user monthly or $50 if billed annually, requiring a minimum of three users and offering basic sales management and collaboration tools. The Business Plan costs $85 monthly or $70 annually per user, adding full CRM functionality and customization. The Enterprise Plan is priced at $115 monthly or $100 annually, providing advanced reporting and enhanced customization. The Unlimited Plan, at $150 monthly or $125 annually per user, includes advanced features and add-ons not found in other plans. A free trial is available for evaluation.

2

NetSuite CRM

5 / 5

Read more about NetSuite CRM

NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.

Key Features of NetSuite CRM
  • Customer Management
  • Lead Management
  • Sales Forecasting
  • Marketing Automation
  • Real-Time Dashboards
  • Workflow Automation
  • Case and Customer Support Management
  • Integration with ERP and Other Systems
Price of NetSuite CRM

NetSuite CRM offers four main pricing tiers with varying features and annual costs. The Standard Tier ranges from $1,188 to $4,800, covering essential CRM functions like contact management and sales automation. The Premium Tier, priced between $11,615 and $27,600 annually, adds advanced analytics and forecasting tools. The Ultimate Tier costs from $7,188 to $10,200 and includes CPQ capabilities and real-time pricing. The Enterprise Tier, from $7,188 to $23,988, combines all features with advanced customization and partner management. A base platform fee of $999 monthly plus $99 per user monthly applies.

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Read more about Salesforce CRM

Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.

Key Features of Salesforce CRM
  • Contact Management
  • AI Capabilities (Einstein AI and Einstein GPT)
  • Automation, Workflows, and Approvals
  • Reports, Dashboards, and Analytics
  • Sales Opportunity Management
  • Omni-Channel Support
  • Collaboration Tools (with Slack Integration)
  • Third-Party Integrations
Price of Salesforce CRM

The Salesforce Starter Suite costs $25 per user per month, suitable for small businesses needing basic CRM features. For growing businesses, the Professional plan is $100 per user monthly, offering automation, real-time chat, and access to the AppExchange. The Enterprise plan at $165 per user per month adds pipeline management and advanced automation, ideal for scaling companies. Large enterprises might prefer the Unlimited plan at $330 per user monthly, which includes AI and premier support. High-performance teams can opt for Einstein 1 Sales at $500 per user monthly, featuring generative AI and Slack integration.

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Read more about CRM Creatio

Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.

Key Features of CRM Creatio
  • Unified CRM Experience
  • 360-Degree Customer View
  • Unlimited No-Code Customization
  • End-to-End Workflow Automation
  • Real-Time Analytics and Reporting
  • Opportunity Tracker
  • Sales Forecasting
  • Integrations
Price of CRM Creatio

Creatio CRM offers three core plans priced per user per month. The Growth Plan costs $25 and targets small to medium businesses with automation features. For larger companies, the Enterprise Plan is $55, delivering comprehensive automation capabilities. The Unlimited Plan, at $85, is designed for advanced enterprise needs with limitless automation potential. Additional CRM products like Sales, Marketing, and Service are available separately for $15 per user monthly, allowing customization. This composable pricing ensures businesses pay only for what they require, adapting easily to varied organizational demands.

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Read more about HubSpot CRM

HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.

Key Features of HubSpot CRM
  • Contact Management
  • Deal Pipeline Management
  • Email Tracking and Notifications
  • Meeting Scheduling
  • Live Chat and Chatbots
  • Marketing Automation
  • Sales Automation
  • Custom Dashboards and Reporting
  • Lead Scoring
Price of HubSpot CRM

Free Tools – $0/month Includes basic CRM, contact management, email marketing, forms, live chat, and reporting tools.

Starter – Starting at $20/month Adds features like email marketing automation, simple conversation routing, and removal of HubSpot branding. Pricing varies depending on the number of contacts.

Professional – Starting at $500/month Includes advanced marketing automation, custom reporting, sales sequences, lead scoring, and team collaboration tools.

Enterprise – Starting at $1,200/month Offers enterprise-grade features such as custom objects, advanced permissions, predictive lead scoring, and more extensive analytics.

Note: Prices vary depending on whether you're purchasing individual Hubs (e.g., Sales, Marketing, Service) or bundling them as part of the CRM Suite.

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Read more about Zoho CRM

Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.

Key Features of Zoho CRM
  • Zia AI Assistant
  • Lead and Deal Prediction
  • Sales Process Builder
  • Blueprints
  • Enhanced Automation
  • Advanced Dashboard Functionality
  • Forecast Adjustment and Hierarchy
  • WhatsApp for Business Integration
Price of Zoho CRM

The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.

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Read more about LeadSquared Sales + Mobile CRM

LeadSquared Sales + Mobile CRM is designed to empower organizations by optimizing their field sales operations through a powerful mobile platform that ensures seamless access to crucial CRM features on smartphones and tablets. Its fast, streamlined interface coupled with offline capabilities guarantees that sales teams remain productive and connected even in areas with limited connectivity. The system’s automation features simplify workflows and minimize manual tasks, helping to increase lead conversion rates and overall efficiency. Additionally, real-time tracking, geolocation, and route optimization provide managers with detailed insights into team performance, while sales representatives benefit from prioritized tasks and integrated communication tools to engage prospects more effectively.

Key Features of LeadSquared Sales + Mobile CRM
  • Lead Capture from Multiple Channels
  • Automated Lead Distribution
  • Mobile Field Sales Management
  • Geolocation and GPS Tracking
  • Sales Territory Management
  • Multichannel Communication
  • Offline Functionality
  • Real-Time Notifications and Alerts
Price of LeadSquared Sales + Mobile CRM

LeadSquared Sales Mobile CRM offers three annual subscription plans priced per user each month. The LITE plan costs $15 and provides essential CRM tools like lead management and basic sales automation. For $50, the PRO plan adds advanced automation, enhanced analytics, and mobile CRM features. The top-tier SUPER plan, priced at $100, includes premium integrations, extensive sales automation, territory management, and expanded support. All plans come with a 15-day risk-free trial without requiring credit card details, allowing users to evaluate features before committing.

8

4.8 / 5

Read more about Jotform

Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.

Key Features of Jotform
  • Powerful User-Friendly Survey Builder Tools
  • Vast Library of Customizable Templates
  • Real-Time Comprehensive Reporting and Analytics
  • Seamless Embedded Website Form Integration
  • Innovative Optimized Mobile-Friendly Form Experience
  • Dynamic Conditional Logic for Customization
  • Extensive Integrations with Third Parties
  • Secure Payments Integration for Commerce
Price of Jotform

Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.

9

4.75 / 5

Read more about Close

Close is introduced as a CRM solution that aims to streamline overall sales processes and consolidate customer communication into one efficient platform. Though specific details are not provided, the product’s focus appears to center on empowering sales teams with simplified workflows and a unified approach to managing customer relationships. For businesses in search of a reliable CRM software option, Close promises a robust framework that could support both everyday sales activities and long-term client engagement strategies. Ultimately, its general orientation suggests that it is designed to meet the core demands of organizations looking for an adaptable, efficient CRM tool.

Key Features of Close
  • Robust Contact and Account Management
  • Pipeline and Opportunity Management System
  • Efficient Task and Activity Management
  • Seamless Automated Workflow Process Optimization
  • Targeted Email Marketing Campaign Tool
  • Reliable Real-Time Two-Way Email Synchronization
  • Comprehensive Mobile CRM Accessibility Solution
  • Powerful Integration with Third-Party Applications
Price of Close

Close offers tailored CRM pricing plans. The Startup plan costs $49 per user monthly, designed for small teams with features including leads, contacts, pipelines and essential automation. The Professional plan at $99 offers enhanced functionalities for larger teams, increased leads and contacts, added workflows, and Power Dialer. For demanding organizations, the Enterprise plan is available for $139 per user monthly, providing unlimited leads, advanced customization, dedicated account management, and robust tools. Additionally, Close includes a risk-free 14-day trial without requiring a credit card. Explore these plans for boosted productivity.

10

4.5 / 5

Read more about Bigin

Bigin stands out as an affordable CRM solution designed specifically for small businesses seeking an efficient and straightforward way to manage customer relationships. Its user-friendly interface and quick setup process allow teams to begin organizing sales pipelines, contacts, and tasks with minimal effort and training. The platform centralizes leads, customers, and deals in one place, enhancing engagement and conversion rates while automating routine tasks like follow-ups and lead assignments to boost productivity. Additionally, Bigin’s seamless email integration, built-in telephony, customizable pipelines, and mobile apps ensure businesses remain connected and adaptable, making it an ideal choice for those wanting powerful CRM capabilities without unnecessary complexity.

Key Features of Bigin
  • Pipeline Management
  • Team Pipelines
  • Connected Pipelines
  • Task Management
  • Multichannel Communication
  • Automation
  • Mobile Applications
  • Customization
Price of Bigin

Bigin offers three main plans priced per user each month. The Free plan costs nothing and includes essential CRM features like customizable dashboards and templates, ideal for small businesses. The Express plan is $7 per user annually or $9 monthly, adding more customization, integrations, and workflow automation for growing companies. The Premier plan, at $12 annually or $15 monthly per user, provides the highest limits on records, pipelines, and advanced automation, suited for businesses needing scalability. A free trial is available to test paid features before committing.

Overview

Choosing the right software solution for managing your projects and resources can be a daunting task, especially when you are currently using Projectworks and considering a change. Many prospective customers face challenges such as complex interfaces, limited customization, or insufficient integration capabilities that hinder their productivity and growth.

This article is designed to help you navigate these challenges by exploring a range of Projectworks alternatives tailored to your needs. By understanding the strengths and weaknesses of different options, you can make an informed decision that aligns with your specific requirements in project management and resource planning.

Reading this article will empower you to identify solutions that offer better flexibility, improved user experience, and enhanced features that support your business goals. Ultimately, you will gain clarity on how to streamline your workflows and maximize efficiency with the right software choice.

What is Projectworks?

Projectworks is a cloud-based platform tailored for professional services firms seeking comprehensive project management combined with professional services automation. It consolidates project planning, resource scheduling, and financial oversight into one unified system, enabling firms to streamline operations efficiently.

The software excels in breaking down complex initiatives into manageable tasks, assigning clear responsibilities, and tracking progress against defined timelines. Its task, calendar, and dependency management tools simplify coordination across multiple projects, ensuring smoother workflow execution. Resource allocation features offer valuable insights into team availability and workload, optimizing staff utilization.

Integral to Projectworks are its time tracking and expense management modules. Team members can effortlessly log hours and expenses, which are directly tied to project budgets and billing processes. This integration maximizes billable time and tightens cost control. Automated invoicing further reduces administrative overhead by producing ready-to-send invoices that sync with leading accounting systems.

Robust forecasting and reporting capabilities provide decision-makers with detailed analytics on project health, utilization, and financial outcomes. Revenue forecasting tools enable comparisons between expected and actual earnings, supporting better financial planning.

Collaboration is enhanced through customizable workspaces and communication tools designed for both internal teams and external partners. The platform supports integrations with HR, CRM, accounting, and ticketing systems, alongside APIs for extended connectivity. Additional functionalities include leave management, approval workflows, and stringent security controls like role-based access.

For organizations also interested in broader operational tools, exploring popular restaurant inventory management software might offer valuable insights into inventory and supply chain solutions complementary to project and resource management.

What to look for in Projectworks alternatives?

Projectworks offers a robust suite of tools tailored for professional services firms, focusing on streamlining project management, resource allocation, and profitability enhancement. Core functionalities include intuitive time tracking, streamlined expense management, resource scheduling, and automated invoicing, all designed to improve operational efficiency and financial oversight.

Assessing alternatives requires careful consideration of key features such as forecasting capabilities for revenue and budget planning, which are integral to Projectworks’ value. Equally important is the ability to integrate seamlessly with existing accounting platforms and other business systems, ensuring consistent data flow and workflow continuity.

Advanced reporting and analytics form the backbone of informed decision-making within Projectworks, offering customizable reports and real-time dashboards to monitor project health, budgeting, and resource use. Potential substitutes should match or exceed these business intelligence features to provide similar strategic insights.

Automation, including AI-driven enhancements, distinguishes Projectworks by reducing manual tasks like time tracking and invoicing while enabling predictive forecasting to anticipate challenges. When exploring alternatives, prioritize solutions that offer comparable automation to boost accuracy and efficiency.

User experience and support also play a pivotal role. Projectworks is recognized for its user-friendly interface and comprehensive customer assistance, including onboarding and data migration. Prospective users should evaluate the ease of use and the quality of support services when considering other platforms.

For those interested in broader software options beyond professional services, examining a list of the most popular restaurant management softwares might provide valuable insights into diverse software capabilities and industry-specific features.

Frequently Asked Questions about Projectworks

What are some popular alternatives to Projectworks?

Widely recognized alternatives include Accelo, Scoro, BigTime, Harvest, Avaza, Trello, Asana, Jira, monday.com, Miro, ClickUp, and Confluence.

Why do businesses consider switching from Projectworks to other platforms?

Companies often seek solutions that align better with their workflows, provide superior integrations, offer a more intuitive interface, or deliver enhanced project management and reporting capabilities.

How do pricing models vary among Projectworks alternatives?

These alternatives typically employ diverse pricing approaches such as per-user monthly subscriptions, tiered feature packages, or usage-based fees, allowing businesses to select models that suit their budgets and operational scale.

Which industries commonly adopt alternatives to Projectworks?

Alternatives are frequently used in professional services, creative agencies, IT consulting, and small to medium-sized businesses needing comprehensive project and resource management tools.

Is it possible to migrate data from Projectworks to another platform?

Many leading alternatives provide data migration services or tools, ensuring that historical project, time-tracking, and financial information is preserved during the transition.

Are free trials available for Projectworks alternatives?

Most major alternatives offer free trials or demo versions, enabling prospective users to test the platform’s fit before committing.

How do alternatives integrate with other business tools?

Top options feature robust integrations with popular accounting software, email platforms, and collaboration tools, streamlining workflows and reducing manual data input.

Do Projectworks alternatives offer customer support for new users?

Leading platforms generally provide dedicated customer support and onboarding assistance to help users migrate data and adapt efficiently to the new system.

Which businesses stand to benefit the most from switching to a Projectworks alternative?

Organizations seeking more customizable project management, advanced analytics, deeper integrations, or a more user-friendly experience often gain the most from exploring alternatives.

How can I compare Projectworks alternatives to determine the best fit?

Comparison websites and vendor pages offer side-by-side feature lists, user reviews, and ratings, simplifying the evaluation process to match specific business needs.

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