List of the Top Project Planning Software for HubSpot CRM in 2026

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Miro is designed to align your team's thinking seamlessly. As a virtual whiteboard and collaboration platform, it enhances the cooperative efforts of cross-functional teams in generating exceptional outcomes. Unlike video conferencing tools, Miro focuses solely on facilitating collaboration among team members who may be spread across different locations and time zones, ensuring that they can effectively share and develop their ideas even when not physically together. This platform boasts over 200 ready-to-use templates for idea capture and visualization, along with features such as comments, chat, screen sharing, and integration with widely-used business applications. Additionally, Miro AI acts as a powerful catalyst for your team, allowing you to maximize your creativity and efficiency beyond previous limits. By leveraging Miro AI, you can transform your innovative concepts into reality, making it an essential resource for enhancing your team's collaborative spirit and inventive potential. With Miro, the future of teamwork is bright and full of endless possibilities.

monday AI work platform is an enterprise work management, automation, and AI orchestration platform built to help organizations manage projects, teams, operations, and workflows in a flexible and highly customizable digital workspace. The platform enables businesses to centralize project tracking, operational management, CRM processes, IT service workflows, software development coordination, HR operations, and cross-functional collaboration while leveraging AI-powered agents and automations to reduce manual work and accelerate execution. Features include customizable dashboards, workflow automations, document collaboration, Kanban boards, reporting systems, AI-powered assistants, integration frameworks, permissions management, AI governance controls, real-time activity tracking, and enterprise-grade security and compliance capabilities. monday AI work platform supports both human-driven and AI-assisted work by allowing organizations to create custom AI agents tailored to unique workflows, monitor agent activity, manage AI permissions, control AI-related costs, and maintain data privacy through secure enterprise infrastructure. The platform also includes products such as monday CRM, monday dev, monday service, WorkCanvas, and WorkForms to support specialized business functions across customer relationship management, development workflows, service operations, collaborative planning, and data collection. By combining workflow management, automation, AI integration, collaboration tools, and enterprise governance into a unified platform, monday AI work platform helps organizations scale operations, coordinate teams, and improve execution efficiency across complex business environments.

Trello enhances collaboration among teams, enabling them to achieve greater productivity. With its user-friendly cards, lists, and boards, Trello empowers teams to systematically organize and prioritize their projects in a flexible and satisfying way. Whether it's for professional tasks, personal projects, or planning a family getaway, Trello can help your team maintain order. The platform’s cards offer the ability to explore intricate details by incorporating attachments, comments, due dates, and much more. Teams can work together seamlessly throughout every phase of their projects. Furthermore, by leveraging automation through Butler, tedious tasks can be streamlined, allowing for increased focus on what truly matters. Trello is adaptable, catering to the unique workflows and preferences of any team. Its versatile features ensure an easy onboarding process for teams looking to enhance their efficiency. Everything your team requires for success can be found in one centralized location, and you can also integrate existing apps into your workflow, making the transition smooth and efficient. As a result, Trello positions itself as an invaluable tool for any collaborative effort.

BigTime is a comprehensive online time and billing platform designed specifically for professionals in various industries. It provides a suite of tools for tracking time and expenses, managing work-in-progress, generating invoices, overseeing tasks, and much more, all integrated into a single system. This cloud-based solution features a user-friendly interface, ensuring ease of use on both desktop and mobile devices while incorporating industry best practices and operational insights. Additionally, BigTime seamlessly connects with leading productivity applications such as Zapier, Lacerte, and Slack to enhance functionality. By facilitating everything from project initiation to client payment processes, BigTime optimizes firm operations with its smart budgeting, project management, and invoicing capabilities, which can be tailored to handle even the most intricate scenarios efficiently. Ultimately, this makes BigTime an indispensable tool for firms aiming to improve their workflow and productivity.

ProjectManager is award-winning project and portfolio management software providing unparalleled control, in-depth project data and comprehensive planning features. Our platform includes advanced scheduling, automated cost and time tracking, risk analysis and resource management, resulting in flawless project and portfolio execution while providing unbeatable insights at every stage. Thousands of users worldwide trust ProjectManager to deliver projects with precision.

Teamwork.com is an AI-powered professional services automation platform built for businesses that need to manage client projects, resources, and financial performance in one place. The platform helps teams move beyond basic work tracking by showing which projects are profitable, which ones are at risk, and where resource decisions need to change. Teamwork.com supports project management, resource planning, capacity forecasting, workload balancing, billable utilization tracking, time tracking, budget management, margin visibility, client communication, approvals, reporting, dashboards, templates, and integrations. Resource management tools help teams see staff availability, forecast demand, assign the right people to the right work, and identify utilization gaps before they affect delivery. Financial tools help businesses monitor real project margins, track every billable hour, stay close to budgets, and spot unprofitable work before it is too late. Client collaboration features centralize communication, approvals, status updates, and project visibility in a workspace shared by the delivery team and the client. TeamworkAI helps teams turn updates into tasks, search and filter information more easily, manage resources, and connect with models such as Claude, ChatGPT, and other AI systems. The platform includes more than 150 integrations across common business tools and ready-made templates for workflows such as client onboarding, campaigns, project planning, and website delivery. Teamwork.com is designed to be implemented quickly, helping teams get up and running in days rather than quarters. Security features include SOC 2 Type 2 certification and protections that keep private customer data from being used to train third-party models.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

Create a workspace that adapts to the growth of your business by utilizing interconnected tools that require no coding skills. As your organization evolves, conventional tools often become inadequate, making it necessary to undergo tedious transitions to newer solutions that can consume valuable time and resources. Fibery provides an innovative work management platform designed to expand alongside your business, eliminating the requirement for multiple disparate tools. Within minutes, you can build a personalized application that meets your specific needs. Ideal for those who relish creative problem-solving, Fibery enables you to design applications using various elements such as types, formulas, action buttons, and diverse views. By interlinking these applications, you can create a cohesive workspace that addresses the needs of every role in your organization. Utilize Tables, Boards, Timelines, Charts, and Canvases to visualize your workflows, ensuring that every aspect is tracked from a single hub. Engage in writing, planning, tracking, connecting, and collaborating all in one platform to achieve your objectives effortlessly. Organize your tasks without restrictions, merging Documents, Boards, and Charts according to your preferences. Collaborate live on documents with features for comments, mentions, and the ability to generate new entities directly from the text, thus enhancing an integrated and efficient workflow. This adaptability not only optimizes operations but also encourages teams to collaborate more effectively, leading to greater productivity and innovation. Ultimately, Fibery transforms the way teams interact and manage their work, fostering an environment that supports continuous growth and creativity.

Zistemo stands out as the top online invoicing software that effectively monitors time, expenses, teams, and projects, while also providing robust time tracking capabilities. This platform is perfectly suited for freelancers, startups, and large enterprises aiming to enhance productivity and conserve valuable time. Users have the ability to effortlessly create professional invoices and gain a comprehensive overview of their clients, team members, and projects all from a single dashboard. Additionally, Zistemo offers precise time reports for team members, ensuring transparency and accountability. The application is designed to be accessible on any mobile device, allowing users to stay connected and manage their work efficiently while on the go, thus further enhancing flexibility in their daily operations.

Focus on what you do best–delivering projects–and let VOGSY take care of the complexities of international expansion. VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country.

You manage many resources (consultants, talents...) on multiple projects (events, sites....) for slots ranging from an hour to a few days? Teambook is for you! Teambook's intuitive and visual interface helps you to: 1. Schedule & Plan projects resources in a snap, see in real time who is working on what and track team availability 2. Run capacity analysis on 24 months rolling 3. Track actual times spent on projects (timesheets) 4. Analyze performance with KPI & dedicated reports (with strong filtering & tags systems)

ZEP serves as a comprehensive time tracking tool designed for effective project management and can be customized with an array of additional modules, currently utilized by more than 2,000 companies. Its features include: • Professional time tracking for projects, • Management of employees, clients, and projects, • Travel expense tracking, • A suite of reporting tools and much more. ZEP offers different versions tailored to meet diverse user needs: • ZEP Compact: This is the basic version ideal for professionals beginning their journey in project time tracking, encompassing employee, client, and project administration along with essential reporting features. • ZEP Professional: This version provides enhanced capabilities for project planning, including revenue and profit analysis, travel expense oversight, and comparisons between planned and actual hours. Our solutions are accessible through web, mobile (for both iOS and Android), and terminal platforms, allowing users to track their time from anywhere at any time. • Choose from various modules designed to fit your specific requirements! • Proudly developed and hosted in Germany! • Enjoy a risk-free 30-day trial to experience its benefits firsthand!

When communication, files, and project assets are scattered across multiple platforms, it often leads to information gaps, ambiguity, and difficulties in managing projects effectively. In contrast, bringing all work together in one centralized location creates a single, reliable source of information, guaranteeing that communication, tasks, and documents are easily accessible to all stakeholders. This integration facilitates smoother project execution! You can kick off a project for a variety of purposes—ranging from internal meetings and marketing campaigns to client interactions or even organizing office parties. After establishing the project, you can invite the necessary team members and utilize the right tools to maximize efficiency. With complete transparency for your project team, nothing is overlooked, promoting a seamless flow of progress! While many project management tools often neglect client engagement, Project.co places a strong emphasis on client collaboration, recognizing it as vital for achieving success. Additionally, you can incorporate essential features like discussions, tasks, files, payments, time tracking, and notes into every project. You also have the flexibility to integrate other existing tools, creating a rich workspace where everyone remains informed and actively participates. This comprehensive strategy not only boosts productivity but also nurtures stronger relationships with clients, ultimately leading to higher satisfaction and loyalty. By ensuring that all parties are aligned, you set the stage for more successful outcomes in your projects.