1) Best Overall 🏆
The realm of project management software, offering robust features that solidify collaboration and efficiency.
2) Easiest To Use🥈
A software that streamlines tasks, offers a workflow builder, AI-powered analytics, and mobile accessibility.
3) Most Features 🥉
A versatile platform with workflow builder, metric-driven tool, workspace, team wiki, and other integrations..
So, you are in the market for a helpdesk and project management software.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers and what we see the best feedback with. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
The Best Helpdesk and Project Management Software
Efficient project management often requires seamless collaboration between helpdesk and project teams. Helpdesk and project management software is tailored to meet the unique demands of this collaboration, offering tools and features that ensure the successful execution of projects while providing excellent customer support.
These solutions empower teams to streamline their operations, manage projects efficiently, and maintain top-notch customer service, ultimately leading to successful project outcomes and satisfied customers.
Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.
Here are some features that make Monday a unique CRM:
- Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
- HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
- Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company’s requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
- Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
- Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
- IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.
Monday CRM offers 4 pricing options depending upon your business size and requirements.
“Individual” plan is free of cost and lets users record work-related activities.
“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.
“Standard” plan is worth $14/month for a single user and offers additional collaboration tools.
“Pro” subscription costs $27/month for an individual and offers chart view along with time tracking.
“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the “Enterprise” package.
Jira allows you to manage agile in scrum teams, organize your project tasks, capture and record software bugs and simplify your overall business operations. It’s primarily used: to amplify the employee’s productivity and efficiency by providing them with all relevant tools within a single platform.
Here are some exclusive features of Jira:
Scrum Boards: Jira offers a scrum framework that enables your project teams to breakdown complex projects into simple tasks and creates a collaborative environment. It unifies your software teams and allows the project managers to stay on top of every delivery. Scrum boards offer an iterative and visual representation of your projects during the developmental stage and are accessible by everyone within your team.
Roadmaps: Jira Roadmaps help your business teams to efficiently plan the next step in a project by outlining a complete structure. You can get a clear projection of all initiatives within a single section and plan work according to your team’s capacity. Moreover, you can predict outcomes based on your actions and create several versions of a roadmap to select the best possible route.
Agile Reporting: Jira provides real-time reporting tools and insights into your ongoing operations, enabling your software teams to make better decisions. You can get a sprint report, burndown chart and velocity chart to help your scrum teams in delivering projects faster. Jira’s Agile Reporting optimizes your business flow for better performance and continuous delivery.
Open DevOps: Jira provides your developers with the freedom to choose the best tool for a job with its Open DevOps. It’s a toolchain for the whole development cycle where you can mix and match tools according to your requirements. Moreover, DevOps offers a development panel and deployments tab along with a drag and drop automation tool that truly transforms your developer’s capabilities to work on new ventures.
Automation: Jira allows you to create exciting automation that handles repetitive tasks and allows your employees to focus on urgent assignments. It ensures your teams can use automation and workflows to boost productivity and detect issues swiftly.
Jira offers 4 Pricing options for its cloud-based solution and a unique subscription for businesses looking for a dedicated data centre.
The “free” plan is priced at $0 and allows you to add up to 10 Users. “Free” subscription offers scrum and kanban boards, agile reporting and single project automation, making it perfect for small teams.
The “Standard” plan is priced at $7.75/user/month and allows you to create project roles along with the basic features available in the free plan.
The “Premium” plan is priced at $15.25/user/month and allows users to create multi-project automation along with advanced Roadmaps.
The “Enterprise” plan is only available for businesses with at least 801 Users. It is billed annually based on the number of users and unlocks all features of Jira.
The “Data centre” solution provides you with complete control of your Jira environment. It is priced: at $42000/year for 500 users.
Clarizen is the only enterprise-grade solution in the market that ties social engagement with powerful project management. It provides a streamlined navigation panel and enables One-click access to your modules. With Clarizen, you can plan out initiatives and expedite the project execution with maximum efficiency.
Here are some exclusive features of Clarizen:
Reports and Dashboards: Clarizen’s reports and dashboards provide complete visibility to all internal and external stakeholders. The robust reports and dashboard module is fully integrated with Clarizen’s work graphs, ensuring a true 360⁰ view. It provides a comprehensive reporting platform that includes the ability; to pivot data in multiple ways.
Digital Proofing: Clarizen’s Digital Proofing integration simplifies and organizes the review and approval process. With digital proofing, you can create and manage proofs; for various file types. Any stakeholder, whether a Clarizen user or not, can contribute to the review and approval process. With Clarizen, you can use proofing decisions; to continue the work process automatically.
Advanced Customer Management: Clarizen opens the lines of communication and participation between teams. With Clarizen, you can add customers into your environment. You can initiate project discussions or automate the invoicing process. Clarizen assists you in developing a customer-centric approach and provides them full visibility into the ongoing processes.
Custom Actions: Clarizen provides a fully configurable platform so you can utilize it to fulfil your specific requirements. With custom actions, you gain full flexibility in Clarizen. You can create One-click actions to trigger entire workflows. You can customize project lifecycles and introduce custom dynamic forms.
Resource Utilization: With Clarizen’s resource utilization, you can ensure the ROI of your deployed resources. Additionally, it displays the actual utilization and related KPIs of your resource pool. Resource utilization ensures that everyone in your organization; is working and contributing to the projects.
Conditional formatting: Clarizen’s conditional formatting allow exception driven management of your work. It enables you to highlight important KPIs and focus your stakeholder’s attention on crucial areas. Conditional formatting assists you in easily configuring dashboards with logical rules.
Clarizen does not have pricing details for its project management products on the official website. It may be because they don’t sell bundled subscriptions and instead allow users to customize the ideal plan by handpicking the necessary tools.
Wrike provides an optimized solution to businesses for project management requirements. Its greatest strength is its scalable platform that grows with your business requirements. With Wrike, you can enable a collaboration platform and maintain 360⁰ visibility into all operations.
Here are some exclusive features of Wrike:
Reports: Wrike offers quality reporting tools that allow you to analyze your work and stay on top of everything. It provides a high-level overview of all your current projects and enables you to identify bottlenecks and drill down to deeper task levels in order to take timely action. Wrike also provides retrospective information on your completed projects and tasks.
Wrike Calendars: Wrike Calendars helps you; keep track of what you need to work on and when. With Wrike, you can create smart calendars based on your folders or projects and filter them through several criteria. You can also create; a classic calendar and be in full control of its content.
Custom Workflows: Wrike allows you; to create unique workflows and enables your team to work in a way they find most comfortable. You can create custom statuses within each workflow to; get a reflection of what stage your tasks are in. With Wrike, it’s much simpler to report on assignments and specify; who should be an assignee once a project has reached a particular status.
Custom Field creation: For a scaling business, you have to; track all sorts of data. With Wrike, you can create custom fields in your projects and tasks and populate them with the required information. You can design specific fields for the project’s budget, marketing campaigns and sales operations, making financial management a lot easier. Moreover, Wrike automatically runs calculations for the numeric data.
Request Forms: Wrike allows Request form creation for businesses dealing with tickets or requests. It enables you; to effortlessly capture all information from a client. Once done, Wrike automatically triggers a task or project based on the available information. You can predefine this information, like assignees or locations and share it with your colleagues while also making them available externally.
User Groups: You can create user groups within Wrike based on company departments, subteams, office locations or cross-departmental teams. This way, it’s extremely simple to share something with a specific group, and you can remain in touch with every project team.
Wrike offers 5 Pricing options plus 2 Additional subscriptions for marketing and services delivery teams.
The “Free” plan comes at zero cost and offers basic task management capabilities along with a live activity stream. It is best for new users looking to get acquainted with Wrike.
The “Professional” plan is priced at $9.8/user/month and offers interactive Gantt charts plus shareable dashboards.
The “Business” plan is priced at $24.8/user/month and allows users to create custom fields or workflows according to their requirements.
The “Enterprise” and “Pinnacle plans are only available for businesses with 5+ users and offers all features of Wrike.They are suitable for established organizations. You can contact the sales team to get a price quotation.
The additional plans for; marketing and service delivery teams can also be availed: within Wrike. You can customize the subscription and get a price quotation by contacting the sales team.
Smartsheet provides users with a plethora of features within a single unified interface, making it easier to successfully implement strategies for projects and assess the ongoing tasks. Businesses can easily streamline processes and increase efficiency to complete more projects and serve more clients.
Here are some exclusive features of Smartsheet:
Team Collaboration: With Smartsheet, you can add relevant team members to the project workspace and provide a platform to discuss the next step and collaborate effectively. It ensures your business can work dynamically on a no-code platform and everyone is on-page with the latest advancements.
Workflow automation: Smartsheet provides powerful automation tools to manage repetitive tasks with unique workflows. It enables your team members to work on more demanding tasks and maintain a high level of productivity. Workflow automation empowers your business by allowing users to customize workflows as per their requirements and combine multiple actions for swift functioning.
Content management: Content production and management are essential for every business to entice clients into availing services. With Smartsheet, your designers have access to all relevant tools required to produce and review the content. You can include the content tasks within reporting tools to get a clear overview. It eliminates bottlenecks by allowing you to add multiple content reviewers and maintain a constant production rate.
Secure request management: Smartsheet offers a dynamic view of sharing control and access permissions. It enables you to maintain a reliable security level for business processes and manage the work requests; by using the pre-built form to accumulate and automate project data.
Governance administration: Smartsheet allows project managers to administer ongoing processes and assign the pending tasks to the available personnel. It heightens the security level; by providing you with complete visibility of all users. So you can successfully manage and change the access permissions.
Digital Asset Management: Smartsheet supports integration with Brandfolder, making it easier to manage your digital content, files and documentation. It empowers your creative teams to effectively distribute the assets among other users organize the asset metadata with intelligent tools.
Work Insights: Smartsheet provides quality insights to your employees. So they can easily complete the tasks by making better decisions. You can share work reports with the stakeholders and clients to keep them aligned; with the ongoing processes.
Smartsheet offers 3 Pricing options for users looking to streamline their business processes with quality project management tools.
The ” Pro” plan is priced at $9/user/month and provides access to the basic features of Smartsheet. It is ideal for individuals or new businesses interested in Smartsheet.
The “Business” plan is priced at $32/user/month and requires a minimum of 3 users. It allows you to create unlimited; Workflow automation and provides a Brandfolder integration.
The “Enterprise” plan allows you to customize your Smartsheet experience and choose the; features you require. You have to contact the sales team and mention your requirements to get a price quotation.
Additionally, you can opt for “Smartsheet advance” to get complete access to all features. It is further divided: into “Silver”, “Gold”, and “Platinum” plans. You can contact the sales team to get a price quotation.
Why Use Helpdesk and Project Management Software?
Helpdesk and project management software provides a structured approach to managing projects while simultaneously providing support to customers. It allows teams to plan, execute, and monitor projects with precision, ensuring that project objectives, timelines, and customer support requests are consistently met.
Furthermore, these tools enhance communication and collaboration among project teams and customer support teams. They facilitate the sharing of critical project and support information, ensure that all team members remain informed about customer issues, and promote a coordinated approach to project success and customer satisfaction.
This transparency is vital in an industry where customer service quality is paramount.
In addition to improving operational efficiency, helpdesk and project management software helps organizations maintain customer satisfaction and project timelines.
It offers features that support project planning, customer support ticket tracking, and project timeline management, reducing the risk of missed deadlines and customer service bottlenecks.
Moreover, projects often involve complex customer support scenarios, with multiple teams, departments, and customer interactions. Project management software provides a centralized platform where teams can collaborate, allocate resources effectively, and ensure that projects align with both project objectives and customer support needs.
Why Should Organizations Use Helpdesk and Project Management Software?
Organizations across various industries, including IT, software development, and service-based businesses, can benefit significantly from project management software tailored to their collaboration needs between helpdesk and project teams.
IT departments use helpdesk and project management software to manage IT projects while providing timely support to end-users. These tools help IT teams allocate resources, manage project timelines, and ensure that customer support tickets are addressed promptly.
Software development companies rely on project management software for efficient software development projects and seamless customer support. These tools provide visibility into project progress, customer support ticket status, and resource allocation, ensuring that software projects meet both development goals and customer support needs.
Service-based businesses use project management software to coordinate project activities and provide exceptional customer support. These tools help service teams allocate resources, manage project timelines, and deliver services while maintaining high levels of customer satisfaction.
In summary, helpdesk and project management software is a strategic asset for organizations committed to achieving project success while providing top-tier customer support. It enhances project management, customer support, communication, and collaboration, ultimately leading to successful project outcomes and satisfied customers.
Helpdesk and Project Management Software, A Summary
In the world of helpdesk and project management, achieving project success and maintaining excellent customer support are paramount. Helpdesk and project management software have emerged as indispensable assets, empowering teams to execute projects effectively while providing exceptional customer service.
Among the array of options, Monday stands tall as the premier choice. Its intuitive interface, comprehensive feature set, and adaptability make it the ultimate solution for teams seeking helpdesk and project management excellence.
If you’re ready to optimize your project outcomes, deliver top-notch customer support, and achieve unparalleled success, start with Monday today.
What Project Management Software would you recommend?
In short, It’s Monday.com.
It’s a platform that simplifies communication across teams and helps hit goals faster, with team management software that maximizes productivity and empowers everyone to work smarter together. You can’t go wrong with Monday.com.
“🚀Try Monday.com For Free, It’s my favorite Project Management Software to use and recommend.” -Scott Max
Monday.com is a user-friendly project management platform that offers powerful tools to streamline complex workflows for larger companies, ensuring efficient operations and delivering impressive project outcomes. Monday.com has you covered for your: Team Projects, Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com Review.