Manage & report on projects in Salesforce

Viewpath is a popular project collaboration solution for Salesforce users. We push Viewpath data into Salesforce,
making it available for reports, dashboards, triggers, and workflows.

  • Embed and execute projects directly from Accounts, Opportunities and Custom Objects.
  • Automate triggers & data-sync with Salesforce.
  • Enjoy an intuitive user interface and onboarding wizards.
  • View Gantt charts with built-in WBS and task dependencies.
  • Use standard tools like reports and dashboards to leverage your    project data in Salesforce.
  • Use drag-and-drop scheduling with extensive undo/redo capabilities.
  • Explore project and resource information at a glance with comprehensive dashboards.
  • Invite third parties to access to projects and tasks.
Viewpath integrates with Salesforce
Drive CRM adoption

Drive CRM adoption

Drive CRM adoption and ROI by extending its reach and enabling a wider range of people to use it. Viewpath offers direct access to projects within Salesforce CRM, encouraging Project, Account and Business Development teams to collaborate without leaving Salesforce.

Your solution starts here

Talk to us today about how Viewpath can transform the way your organization manages projects.

Request a demo