Managing customer relationships while coordinating projects is critical for business success.
Combining CRM and project management tools streamlines workflows, enhances collaboration, and ensures customer satisfaction.
Below is a detailed exploration of the best CRM software with integrated project management features.
9 Best CRM With Project Management
1. GoHighLevel: Overall Best Project Management CRM Software
GoHighLevel stands out as the ultimate CRM solution for businesses that need robust project management capabilities integrated with powerful marketing and client relationship tools.
This platform provides tools to manage projects efficiently, automate workflows, and nurture client relationships effectively. It serves agencies, small businesses, and enterprises.
Its all-in-one approach eliminates the need for multiple tools, enabling teams to focus on what matters most: delivering results.
The platform’s intuitive interface and advanced automation make it a preferred choice for project-heavy organizations aiming to scale efficiently.
- Task and Milestone Management: Create, assign, and track tasks with timelines and dependencies to ensure projects remain on schedule.
- Integrated Client Communication: Keep project stakeholders informed with built-in email, SMS, and voice call capabilities directly within the CRM.
- Custom Pipelines: Visualize and manage project workflows with customizable pipelines that adapt to your business processes.
- Comprehensive Automation: Automate repetitive tasks, such as follow-ups and notifications, to improve efficiency.
- Team Collaboration Tools: Facilitate real-time collaboration with internal teams using shared dashboards and communication channels.
- Advanced Analytics and Reporting: Generate detailed reports on project performance, resource allocation, and task completion rates.
- Integrated Invoicing and Billing: Manage project-related finances by generating invoices and tracking payments directly within the platform.
- All-in-one platform reduces the need for multiple tools.
- Highly customizable pipelines and dashboards.
- Robust automation tools save time and effort.
- Excellent client communication integrations (SMS, email, voice).
- Affordable pricing compared to standalone CRM and project management tools.
- Advanced customization may require a learning curve.
- Limited native integrations with third-party project management tools.
All plans include white label feature
- Starter Plan: $97/month (includes core CRM and project management features with 3 sub-accounts)
- Unlimited Plan: $297/month (includes unlimited sub-accounts and white-labeling options).
- Agency Pro Plan: $497/month (for larger agencies and software resellers needing premium features).
2. Keap: Best CRM and Project Management for Small Businesses
Keap combines CRM and project management tools, offering automation for small businesses.
Its user-centric approach simplifies task management, ensuring better customer interactions and streamlined projects.
Keap’s features focus on automating client communications while keeping teams aligned.
- Automated Client Communication: Schedule emails and follow-ups for better engagement.
- Project Pipelines: Visualize tasks and track their progress.
- Customizable Dashboards: Customize interfaces to specific projects.
- Collaboration Tools: Share updates and files with team members.
- Lead Tracking: Manage leads and integrate them into ongoing projects.
- Reminder Notifications: Automate task and project deadline alerts.
- Mobile App: Access CRM and project details on the go.
- Easy-to-use interface.
- Excellent automation capabilities.
- Strong client communication tools.
- Affordable for small teams.
- Integrated email marketing.
- Limited advanced project features.
- Cost increases with scaling.
3. Monday CRM: Best for Visual Project Management
Monday CRM is known for its visually engaging platform that simplifies task and project tracking.
Popular among teams that rely on project visualization, Monday combines CRM and task management with customizable boards, timelines, and automation.
- Customizable Task Boards: Organize projects visually using Kanban-style boards.
- Timeline Views: Track project progress and deadlines at a glance.
- Automation Rules: Automate repetitive workflows to improve efficiency.
- Collaboration Tools: Share updates and assign tasks to team members in real time.
- Integrations: Connect with tools like Slack, Outlook, and Google Workspace.
- Time Tracking: Monitor task durations for better resource allocation.
- CRM and Sales Features: Manage leads and client interactions directly within the system.
- User-friendly and highly visual interface.
- Scalable for teams of all sizes.
- Flexible templates for various industries.
- Robust integration options.
- Affordable entry-level plans.
- Complex setup for advanced workflows.
- Requires third-party tools for advanced CRM features.
- Basic Plan: $8/user/month.
- Standard Plan: $10/user/month.
4. HubSpot CRM: Best Free CRM for Project Management
HubSpot is a comprehensive platform offering powerful free CRM and project management capabilities.
Ideal for marketing-focused teams, it provides tools for task management, campaign planning, and customer engagement, all integrated into a single interface.
- Campaign Management: Coordinate marketing projects alongside customer data.
- Task Management: Assign and track tasks within sales and marketing workflows.
- Collaboration Features: Enable team communication for aligned project goals.
- Lead Nurturing Tools: Track leads and integrate them into projects.
- Pipeline Management: Manage project and deal stages visually.
- Customizable Reports: Generate insights into project performance.
- Free Tools: Access CRM features for free with optional premium add-ons.
- Free plan with ample features.
- Ideal for small to mid-sized teams.
- Comprehensive marketing tools.
- Integrates seamlessly with third-party apps.
- User-friendly interface.
- Paid plans can be expensive.
- Limited advanced project tracking features.
- Free Plan: Available.
- Starter Plan: $800/month.
5. Insightly: Best for Project-Driven Businesses
Insightly is a powerful CRM and project management platform tailored to businesses prioritizing project-based operations.
It offers a user-friendly interface and integrated tools that simultaneously help teams manage customer relationships and track project tasks and milestones.
Insightly’s versatility and robust integration capabilities make it a reliable choice for small to mid-sized businesses seeking a unified CRM and project management solution.
- Integrated Project Management: Easily track project progress alongside CRM data to maintain team alignment.
- Pipeline Management: Visualize and manage deal stages for better sales and project collaboration.
- Advanced Automation Tools: Automate repetitive tasks such as follow-ups, notifications, and project updates.
- Custom Dashboards: Create dashboards tailored to individual teams or projects, displaying relevant KPIs and metrics.
- Email Tracking and Templates: Enhance customer communication with customizable email templates and tracking tools.
- Role-Based Permissions: Assign team members specific access levels for data security and collaboration.
- Mobile App Functionality: Manage projects and access customer data on the go using Insightly’s mobile app.
- Comprehensive project management features integrated with CRM.
- Intuitive user interface, ideal for small teams.
- Strong automation and workflow capabilities.
- Customizable dashboards to suit diverse business needs.
- Supports Google Workspace and Office 365 integrations.
- Limited scalability for enterprise-level needs.
- Reporting features can feel less intuitive compared to competitors.
- Plus Plan: $29/user/month.
- Professional Plan: $49/user/month.
- Enterprise Plan: $99/user/month.
6. Zoho CRM: Best for Customization and Scalability
Zoho CRM is a versatile platform offering extensive customization and scalability, making it suitable for businesses of all sizes.
The platform includes project management tools that enable task delegation, progress tracking, and client communication for seamless workflow coordination.
Its marketplace offers numerous add-ons, enabling teams to tailor the CRM to their needs. Zoho CRM’s AI-powered analytics and automation features further enhance its capabilities, providing actionable insights to drive business growth.
- Task and Milestone Management: Organize and track project stages effectively.
- Blueprint Automation: Design workflows to automate repetitive processes and enhance productivity.
- AI-Powered Insights: Utilize Zia, Zoho’s AI assistant, for predictive analytics and smarter decision-making.
- Client Collaboration Portals: Provide clients with real-time access to project updates.
- Multi-Channel Communication: Manage emails, calls, and social media interactions within a unified platform.
- Customizable Modules: Adapt CRM modules to suit specific project needs.
- Seamless Integrations: Connect with Zoho Projects and other third-party tools like Slack and Trello.
- Highly customizable to suit diverse industries.
- Affordable pricing for small businesses.
- Strong integration ecosystem.
- Excellent customer support and resources.
- AI-powered tools for advanced insights.
- Steep learning curve for beginners.
- Limited features in the free plan.
- Standard Plan: $14/user/month.
- Professional Plan: $23/user/month.
- Enterprise Plan: $40/user/month.
7. ClickUp: Best for Task and Team Collaboration
ClickUp is renowned for its focus on task and team collaboration, blending project management with essential CRM functionalities.
It’s designed for businesses requiring a central hub to manage client relationships and intricate project workflows.
ClickUp’s dynamic platform offers customizable views, collaborative tools, and integrations, empowering teams to stay organized and productive.
- Task Management Tools: Assign tasks, set priorities, and monitor progress in real time.
- Customizable Views: Choose between list, board, Gantt chart, or calendar views for project tracking.
- Time Tracking: Monitor the time spent on tasks to optimize resource allocation.
- Client Relationship Management: Integrate CRM functionalities for managing leads and contacts.
- Automation Rules: Streamline repetitive tasks to save time and reduce errors.
- Collaboration Features: Use built-in chat, comments, and file-sharing tools to enhance communication.
- Extensive Integrations: Connect with over 1,000 tools, including Slack, Zapier, and Google Drive.
- Intuitive interface with powerful collaboration features.
- Customizable to suit individual workflows.
- Affordable pricing with free plan options.
- Strong focus on productivity enhancements.
- Excellent integrations with popular apps.
- Can feel overwhelming due to extensive features.
- Limited CRM-specific functionalities compared to competitors.
- Free Plan: Available.
- Unlimited Plan: $5/user/month.
- Business Plan: $12/user/month.
8. EngageBay: Best for Startups
EngageBay is an all-in-one CRM designed to empower small businesses and startups by seamlessly combining sales, marketing, and project management tools.
It provides a centralized platform for managing customer relationships and overseeing project progress, ensuring enhanced team collaboration.
EngageBay’s affordability and intuitive interface make it an excellent choice for budget-conscious businesses seeking robust CRM and project management capabilities. Additionally, its automation tools enable streamlined workflows, reducing manual effort.
- Drag-and-Drop Task Management: Simplify project tracking with an intuitive drag-and-drop interface for task assignments and status updates.
- Pipeline Management: Visualize and manage sales pipelines to track deal progress and close more leads.
- Project Timelines: Monitor project milestones and deadlines to ensure timely completion.
- Marketing Automation: Automate email campaigns, lead nurturing, and other marketing activities to enhance efficiency.
- Customizable Dashboards: Customize dashboards to display relevant KPIs and project data for individual teams.
- Client Communication Tools: Integrate emails, calls, and messages for smoother customer interactions.
- Mobile-Friendly Features: Access CRM and project management functionalities on the go with EngageBay’s mobile app.
- Budget-friendly pricing plans for small businesses.
- Offers marketing, sales, and service tools in one platform.
- Intuitive interface for easy adoption.
- Automation capabilities reduce manual workload.
- Strong customer support options.
- Limited scalability for large enterprises.
- Advanced features may require higher-tier plans.
- Free Plan: Available.
- Basic Plan: $14.99/user/month.
- Growth Plan: $49.99/user/month.
- Pro Plan: $79.99/user/month.
9. Pipedrive: Best for Sales-Focused Teams
Pipedrive is a sales-driven CRM incorporating project management features to provide a comprehensive solution for businesses prioritizing lead management and deal closures.
It offers an intuitive interface that helps teams manage customer data and track project deliverables efficiently.
The software emphasizes visual pipelines, enabling teams to stay organized and focused on achieving sales targets.
- Visual Sales Pipelines: Track deals and project progress using customizable pipeline stages.
- Workflow Automation: Automate recurring tasks, such as follow-ups and task assignments, to save time.
- Activity Management: Schedule, assign, and monitor tasks related to sales and projects.
- Goal Setting and Reporting: Set project goals and measure progress with detailed analytics and reports.
- Lead Segmentation: Organize leads into categories for targeted follow-ups and enhanced efficiency.
- Third-Party Integrations: Integrate with tools like Slack, Asana, and Google Drive to streamline workflows.
- Mobile App Access: Manage deals and tasks on the go with Pipedrive’s mobile-friendly platform.
- User-friendly interface designed for sales teams.
- Highly visual and customizable pipelines.
- Comprehensive activity and task management.
- Integrates well with third-party tools.
- Reliable automation for task optimization.
- Limited marketing features compared to competitors.
- Reporting capabilities may lack depth for complex needs.
- Essential Plan: $14.90/user/month.
- Advanced Plan: $24.90/user/month.
- Professional Plan: $49.90/user/month.
- Enterprise Plan: $99/user/month.
