Sales teams juggle quotes, orders, shipments, and commissions every day. Manual hand-offs create gaps. Missed updates cost time and money. Project management software ties every step together in one view. You see quotes, orders, and shipments side by side. You track commissions as orders move. Teams stay aligned, and managers get clear data without digging through emails or spreadsheets. For manufacturer reps, AccuTrack leads the pack. It blends order tracking, commission calculations, and shipment updates in real time.
In the sections that follow, we’ll show why AccuTrack outperforms generic tools and earns its spot as the top project management software for sales teams.
What Are Project Management Tools?
Project management tools are digital platforms that help teams plan work, track progress, and meet deadlines. They bring all project data into one place, so everyone stays on the same page.
Core Modules Include:
- Task Lists: Create clear, actionable items. Assign them to team members and set due dates so nothing falls through the cracks.
- Gantt Charts: Visualize your timeline. See how tasks link together and adjust dates instantly when things shift.
- Workflows: Automate repeat steps. Move a task from “in progress” to “review” without manual handoffs.
- Time Tracking: Log hours on each task. Get accurate data on how long quotes, orders, and reports actually take.
- Collaboration Hubs: Share files, comments, and updates in one space. Cut down on back-and-forth emails and keep conversations tied to the right project.
Sales teams see major gains when they adopt these tools. They connect quoting software to order systems, spot shipment delays before they become issues, and check commission status without juggling spreadsheets. A good project management platform guides a deal from first quote all the way to final delivery, fast, clear, and error-free.
Top 19 Project Management Software Platforms for Sales Teams
1. AccuTrack (Best for Manufacturer Reps)
Overview:
AccuTrack brings every stage of your sales cycle into one real-time view, quotes, orders, shipments, and commissions, so you never lose sight of a deal. Built for manufacturer reps, it replaces scattered spreadsheets and email threads with a single source of truth. Orders update automatically as they move through production and delivery. Commissions calculate themselves in real time. Customizable alerts keep you on top of every deadline and payment. The result is less busy work, fewer errors, and more time spent winning business.
Key Features:
- Automatic Order & Shipment Updates: Orders and ship dates refresh in real time, giving you instant visibility from factory floor to customer dock. Automated email notifications alert your team and customers whenever a status changes.
- Real-Time Commission Calculations: See earnings by rep, product, or customer down to each line item.
- Custom Dashboards & Tags: Flag late bids, pending deliveries, and unpaid commissions with tailored notifications.
- Seamless Data Sync via AccuConnect: Connect to QuickBooks, Sage, NetSuite, and inventory systems.
- Mobile Access: Check order status, shipment progress, or commission balances on any device, anywhere.
2. Asana
Overview:
Asana offers flexible task boards and visual timelines to manage sales initiatives, quote approvals, and cross-team projects. Its rule-based automations handle routine follow-ups and notifications so nothing slips through the cracks.
Key Features:
- Custom project templates for quoting cycles and order workflows
- Automation rules to create, assign, or close tasks based on status changes
- Integrations with over 200 apps, including Salesforce and Slack, for seamless data flow
3. Trello
Overview:
Trello’s Kanban boards map sales pipelines, order approvals, and shipment coordination with simple drag-and-drop cards. Its low-barrier setup makes it a fast choice for small teams needing immediate visibility.
Key Features:
- Drag-and-drop cards and lists to track quotes, orders, and deliveries
- “Power-Up” integrations for calendars, reporting, and CRM connections
- Butler automation to trigger board actions, like moving cards on due dates or status changes
4. Monday.com
Overview:
Monday.com uses colorful, customizable boards to adapt quoting, order tracking, and commission workflows. Low-code automations handle approvals and notifications, keeping every step moving on schedule.
Key Features:
- Modular boards with columns for dates, assignees, statuses, and numeric metrics
- Automated reminders and custom notifications for upcoming deadlines
- Native integrations with CRM, finance, and inventory systems for unified data
5. ClickUp
Overview:
ClickUp combines tasks, documents, goals, and chat into a single workspace. Its nested hierarchy lets reps drill down from high-level pipelines to individual quotes, orders, and shipment details without switching apps.
Key Features:
- Multiple views (List, Board, Gantt, Calendar) to match any workflow
- Goals and checklists for tracking KPI targets and bid milestones
- Built-in time tracking and workload management to balance rep capacity
6. Wrike
Overview:
Wrike’s dynamic timelines and request forms streamline quote approvals and shipment scheduling. Its resource management features balance workloads and avoid bottlenecks in busy seasons.
Key Features:
- Interactive Gantt charts with drag-to-reschedule tasks and dependencies
- Custom request forms for order changes, approvals, or spec updates
- Real-time collaboration with @mentions and live proofing on documents
7. Smartsheet
Overview:
Smartsheet brings a familiar spreadsheet interface to project management. Sales teams link quote sheets, order trackers, and shipment logs in one environment without losing the power of automation.
Key Features:
- Grid, Gantt, card, and calendar views for flexible data visualization
- Automated workflows with conditional alerts and approval requests
- Dynamic data linking across sheets to sync quote details with order statuses
8. Basecamp
Overview:
Basecamp focuses on simplicity with to-dos, schedules, and message boards. It keeps every quote, order update, and shipment note in one place, with minimal setup required.
Key Features:
- Hill Charts to show overall progress on bids, orders, or projects
- Real-time group chat (Campfire) for instant team coordination
- Automatic check-ins that prompt users for status updates at scheduled intervals
9. Jira
Overview:
Jira excels at issue tracking and agile workflows, letting sales ops adapt sprints and backlogs for pipeline management and order-fulfillment cycles.
Key Features:
- Scrum and Kanban boards with swimlanes for priority and status
- Custom workflows and automation rules to route approvals or flag delays
- Rich reporting with burndown charts and cycle-time analytics
10. Teamwork
Overview:
Teamwork offers detailed task lists tied to milestones and budgets, plus built-in time tracking and billing, ideal for commission-driven teams that need both project and financial oversight.
Key Features:
- Milestones and task dependencies to map multi-step quoting and order processes
- Time tracking with billable rate tagging for accurate commission or project costing
- Client-facing portals for sharing order status and project updates
11. Zoho Projects
Overview:
Zoho Projects links project tasks directly to Zoho CRM contacts and deals, giving reps visibility from quote to delivery without context switching.
Key Features:
- Over 10 project views (Kanban, Gantt, list, etc.) for flexible planning
- Blueprint automation to enforce task flows and approval steps
- Native integration with Zoho CRM, Books, and Inventory modules
12. Microsoft Project
Overview:
Microsoft Project brings enterprise-grade scheduling and resource management to complex quote-to-order processes. Its detailed dependency mapping suits large, multi-phase bids.
Key Features:
- Advanced Gantt charts with critical path analysis and baseline comparisons
- Resource leveling and cost-tracking to manage rep workload and commission budgets
- Integration with Office 365 and Teams for unified collaboration
13. Airtable
Overview:
Airtable blends spreadsheet simplicity with database power. Sales teams build custom quote logs, order trackers, and report dashboards without writing code.
Key Features:
- Multiple field types (attachments, formulas, linked records) for robust data models
- Blocks for charts, maps, and pivot tables to visualize KPIs
- Syncs with CRM and finance apps via Zapier or native connectors
14. Notion
Overview:
Notion gives teams a single workspace for docs, databases, and tasks. Quote templates, order checklists, and shipment logs all live in one wiki-style interface.
Key Features:
- Linked databases across pages for unified quote and order tracking
- Custom templates for bids, project briefs, and post-order reviews
- Collaborative editing, comments, and version history
15. Podio
Overview:
Podio builds custom apps for any workflow. Sales reps craft tailored quote-to-invoice processes and tie them into order and commission tracking apps.
Key Features:
- Drag-and-drop app builder to create forms, tasks, and data views
- Workflow automation with Globiflow for approvals and reminders
- Integrations via Citrix, Zapier, or REST APIs
16. ProofHub
Overview:
ProofHub offers quick setup and unlimited users, making it easy to onboard entire sales teams. Discussion threads, proofing tools, and Gantt charts help coordinate bids and orders.
Key Features:
- Discussion posts with @mentions for threaded collaboration
- Proofing tools to annotate and approve spec documents or quote drafts
- Built-in timers and custom reports for performance tracking
17. Scoro
Overview:
Scoro integrates projects, quotes, time tracking, and finances into one end-to-end system. Sales managers gain clear insights into order profitability and commission impact.
Key Features:
- Quote-to-invoice workflows that tie into project budgets
- Time and budget tracking per project or order
- Custom dashboards and financial reports
18. Freedcamp
Overview:
Freedcamp provides unlimited projects and users on its free tier. Sales teams track bids, orders, and shipments in Kanban, calendar, or list views with no user limits.
Key Features:
- Unlimited tasks and users with role-based permissions
- Milestones, calendar views, and GitHub integration
- Issue tracker and time-logging modules
19. LiquidPlanner
Overview:
LiquidPlanner uses predictive scheduling to account for uncertainty in sales cycles and order lead times. It dynamically adjusts timelines as priorities shift.
Key Features:
- Priority-based scheduling and “what-if” scenario planning
- Real-time resource availability and workload balancing
- Integrated time tracking and analytics for data-driven adjustments
What to Look for When Choosing a Project Management Tool
Sales Pipeline Visibility
You need a tool that shows every stage of your pipeline. Look for built-in order status and shipment milestones. Check for real-time commission tracking so reps see earnings as deals close.
Integration Depth
Your PM tool must link to the systems you already use. Verify the ability to connect with financial platforms (QuickBooks, Sage, NetSuite) and inventory systems.
User Adoption
Even the best software fails if your team won’t use it. Choose an interface that feels familiar and simple. Look for reliable mobile apps so reps can update tasks on the go. Pick a vendor that offers quick onboarding, ideally in days, not weeks.
Reporting & Analytics
Data drives better decisions. Seek customizable dashboards that highlight the metrics you care about, such as sales volume, profit margins, bid success rates. Bonus points for tools that include predictive insights to help you spot trends before they become problems.
Benefits of Using Project Management Software
Save 498 Hours per Employee Every Year
Workflow management tools can free each rep from roughly 1.4 hours of manual work every day. That adds up to 498 hours per person annually, which is time better spent on selling and customer calls.
Boost Team Communication by 52%
Teams using PM software report a 52% jump in clear, timely information sharing. For sales reps, that means no more missed order updates or mixed messages between departments.
Join the 77% of High-Performing Teams
A recent study found that High-performing teams are 77% more likely to rely on robust project management tools. Strong tool adoption correlates with faster deal cycles, higher win rates, and sustained growth.
Improve Product Quality and Customer Satisfaction
After rolling out a PM solution, 44% of teams saw better final product quality. Meanwhile, 38% reported higher customer satisfaction thanks to on-time delivery and fewer errors.
By selecting the right project management software, you empower your sales team to work more efficiently, communicate more effectively, and close more deals, while reducing costs and enhancing customer loyalty.
Standout Feature Spotlights
Revenue & Commission Tracking Inside Your PM Tool
Most project management platforms focus solely on tasks and timelines. For sales teams, that leaves a critical gap between order fulfillment and commission payout. AccuTrack and its closest competitors embed margin and commission data right into each project card. Reps see exactly how much profit each order yields, and when their payouts clear, without switching apps.
Impact: Clients report reclaiming 4–5 hours per week, per rep, by ditching manual commission spreadsheets and automating payouts.
Implementation Speed & Adoption Metrics
Speed matters when you’re chasing tight bid deadlines and revenue targets. The industry average for rolling out a new project management system sits around 8–12 weeks, time you can’t afford to lose. AccuTrack shaves that down to 15–30 days, with zero disruption to existing workflows.
Impact: In one HVAC rep firm case study, the team went live in 21 days and closed 12% more bids in the first month simply by having real-time order and commission visibility.
Integration Depth With Financial & Inventory Systems
A standalone PM tool creates data silos. AccuConnect powers bi-directional sync with QuickBooks, Sage, NetSuite, Fishbowl, and other inventory platforms so your quoting, orders, shipments, inventory counts, and financials all stay perfectly aligned.
Choose a Tool That Drives Sales, Not Just Tasks
Sales teams need more than basic task lists. They need clear visibility into every step, from quotes and orders to shipments and commissions. AccuTrack delivers sales-centric project management built for manufacturer reps. It unifies your data, automates reporting, and frees your team to focus on revenue.
Ready to Supercharge Your Sales Workflow?
Book a 15-minute demo to see how AccuTrack transforms project management into a sales-driving engine.