18 Best Project Management Software With CRM For 2026
Best Project Management Software with CRM Shortlist
Using project management software with built-in customer relations management (CRM) features is the best way to foster collaboration between project and sales teams and keep customer needs at the forefront.
There are plenty of options on the market, so I tried and reviewed a wide-variety of options. Using my extensive experience in digital project management, I found the best project management software with CRM capabilities for small and large businesses so you can find the right fit for your needs.
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Compare Specs Side-by-Side
Compare pricing details and other specs for each project management software with a CRM tool in the table below.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for tracking sales pipelines | 14-day free trial + free demo available | From $19.90/user/month (billed annually) | Website | |
| 2 | Best for Salesforce-native data security | Free demo available | Pricing upon request | Website | |
| 3 | Best for agencies | 14-day free trial + free demo available | From $10/user/month (billed annually) | Website | |
| 4 | Best for milestone-driven planning | Free plan available | From $39/month (billed annually) | Website | |
| 5 | Best for flexible task management | 14-day free trial | From $1.49/user/month (billed annually) + free plan available | Website | |
| 6 | Best for custom integrations | 30-day free trial + free plan + free demo available | From $11.20/user/month (billed annually) | Website | |
| 7 | Best for relationship linking | 14-day free trial available | From $29/user/month (billed annually) | Website | |
| 8 | Best for a unified business suite | 15-day free trial + free plan + free demo available | From $49/month (billed annually) | Website | |
| 9 | Best for customizable sales pipelines | Free trial + free demo available | From $29/user/month | Website | |
| 10 | Best for streamlined team collaboration | 14-day free trial + free demo available | From $3.5/user/month (billed annually) | Website |
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Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.3 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Project Management Software With CRM Reviews
Here are my reviews of the top project management software with CRM capabilities. I cover the advantages and drawbacks, feature sets, and top use cases for each tool to help you discover which software fits your needs the best.
Scoro is a work management platform that brings project management, CRM, resource planning, time tracking, and billing together in one place for service-based teams.
Who Is Scoro Best For?
Scoro is a strong fit for mid-sized professional service firms—agencies, consultancies, and IT teams—that need to manage projects and client relationships in a single platform.
Why I Picked Scoro
I've included Scoro in my top picks because its sales pipeline tracking is directly connected to project delivery in a way that most CRM-adjacent tools don't offer. When a deal moves to "won," Scoro can automatically convert it into a project, complete with tasks and budgets, so nothing falls through the gap between sales and delivery. I also like the revenue forecasting view, which weights pipeline value by closing probability so you get a realistic look at expected income, not just raw deal totals.
Scoro Key Features
- Gantt chart scheduling: Plan and adjust project timelines with drag-and-drop tasks, milestones, and dependencies.
- Resource bookings: Assign team members to projects and view capacity across your entire team in a single calendar view.
- Time tracking: Log billable and non-billable hours directly against tasks and projects from multiple entry points.
- Automated invoicing: Generate invoices from project budgets or tracked time without switching to a separate billing tool.
Pros and Cons
Pros:
- Robust reporting features for project financials
- Good invoicing system
- Real-time project and resource tracking capabilities
Cons:
- Extensive customization options come with a learning curve
- Mobile app could be more robust
New Product Updates from Scoro
Scoro Adds Revenue Models, Forecasting, and Sage Intacct Updates
Scoro adds project revenue models, updated forecasting metrics, and Sage Intacct integration improvements for better financial management. These updates help teams track revenue based on contract types, improve project forecasting, and streamline accounting workflows. For more information, visit Scoro’s official site.
TaskRay is a Salesforce-native project management platform built for customer onboarding, project delivery, and complex implementations—with all project data, tasks, and milestones tied directly to Salesforce CRM records.
Who Is TaskRay Best For?
TaskRay is a strong fit for Salesforce-using teams in B2B SaaS, professional services, or implementation-heavy industries who need to manage post-sale project delivery inside their existing CRM environment.
Why I Picked TaskRay
TaskRay is one of my top picks because I love that it inherits Salesforce's full security model by default—there's no separate security review, no duplicate permission setup, and no data leaving your existing Salesforce instance. My team can manage project and customer data under the same object-level permissions, field-level security, and sharing rules already configured in Salesforce. TaskRay is also SOC 2® certified, which matters when working with enterprise clients or in regulated industries like healthcare or energy.
TaskRay Key Features
- Project templates: Build reusable onboarding and project templates that clone automatically when a new Salesforce opportunity closes, so your team can kick off work without manual setup.
- Resource and workload management: View team capacity across projects, balance assignments by availability or skillset, and spot overallocation before it causes delays.
- Customer-facing collaboration portal: Share tasks, files, and status updates directly with external clients through a secure portal tied to their Salesforce account record.
- Portfolio analytics: Track milestones, project health, and delivery timelines across all active projects in a single Salesforce-native dashboard.
Pros and Cons
Pros:
- AI-powered risk alerts for project delays
- Advanced permission controls for sensitive data
- Visual project tracking with Gantt and Kanban
Cons:
- Reporting customization can be restrictive
- Requires Salesforce licenses for all users
Productive is an all-in-one project management platform with a built-in Sales CRM, covering deal pipelines, project planning, time tracking, resource management, and invoicing in a single workspace.
Who Is Productive Best For?
Productive is a strong fit for digital and creative agencies that need to manage client relationships, project delivery, and financial performance without juggling multiple tools.
Why I Picked Productive
I've included Productive in my top picks because it's the only tool on this list built specifically around how agencies operate—from pitching new clients to delivering and billing for the work. What I like most is the Scenario Builder, which lets you model different pricing and resourcing combinations before you commit to a proposal, so you're not just winning deals, you're winning profitable ones. Once a deal closes, converting it directly into a project with the context already in place means there's no manual handoff between sales and delivery.
Productive Key Features
- Sales CRM pipeline: Track leads, contacts, and deals through customizable pipeline stages before any project work begins.
- Resource planning: Schedule your team's capacity across active projects using a visual workload overview to avoid over-allocation.
- Budget tracking: Monitor project budgets in real time against tracked hours and expenses to catch overruns early.
- Custom dashboards: Build reports across sales, project, and financial data using filters and metrics you define.
Pros and Cons
Pros:
- Sales CRM feature for tracking opportunities
- Comprehensive features for financial management and reporting
- Robust resource planning and tracking capabilities
Cons:
- Could have more integrations
- Initial setup can be time-consuming
New Product Updates from Productive
Productive 5.0 Introduces AI Agents and Workflow Automation
Productive 5.0 introduces AI Agents, Skills, Connectors, an upgraded AI Assistant, and a new AI-powered Notetaker. These updates help teams automate workflows, manage tasks more efficiently, and connect AI across business operations and external tools. For more information, visit Productive’s official site.
Nifty is an AI-powered project management platform that combines milestone-based roadmaps, multi-view task tracking, docs, forms, and built-in pipeline visibility for sales and client management workflows.
Who Is Nifty Best For?
Nifty is a good fit for small to mid-sized teams that need to manage client-facing projects alongside internal delivery work in one place.
Why I Picked Nifty
I've included Nifty in my top picks because its milestone-based roadmaps do something most project management tools don't: they auto-update progress as linked tasks get completed, so your roadmap stays accurate without any manual status updates. I also like that you can set milestone dependencies, blocking all tasks in one milestone until a prior one is finished—which maps well to phased client delivery work. The swimlane view layers milestones against individual tasks, so you can see exactly who owns what within each project phase at a glance.
Nifty Key Features
- Kanban pipeline view: Manage deals or client projects as cards across customizable status columns, similar to a sales pipeline board.
- Custom fields: Add fields like deal value, contact name, or status to any task or project to capture client-specific data.
- Built-in forms: Create intake or lead capture forms that feed submissions directly into a project as tasks.
- Reporting dashboards: Track task progress, workload distribution, and project status across all active work in one view.
Pros and Cons
Pros:
- Native integrations with popular productivity tools
- Comprehensive feature set that covers various aspects of project management
- Milestone-centric project management for clear goal-setting and tracking
Cons:
- Minimum seat requirement could be a barrier for smaller teams and startups
- Higher starting price point compared to some competitors
Freedcamp is a project management platform that brings task management, time tracking, milestones, and a built-in CRM into a single, highly customizable workspace.
Who Is Freedcamp Best For?
Freedcamp is a good fit for small to mid-sized teams that need a budget-friendly project management tool with CRM capabilities built in.
Why I Picked Freedcamp
I've included Freedcamp in my top picks because its task management flexibility is genuinely impressive. You can switch between list, Kanban, table, Gantt, and calendar views within the same project, so your team isn't locked into one way of working. I also like the Gantt's auto-scheduling feature, which updates dependent task start dates automatically when you adjust a timeline. Add in unlimited subtask nesting and custom statuses per project, and Freedcamp gives you a lot of control over how work is structured and tracked.
Freedcamp Key Features
- Built-in CRM: Track leads and contacts, log calls, assign follow-up tasks, and manage campaigns without leaving your project workspace.
- Time tracking: Log hours directly on tasks and use that data to generate client-facing invoices from within the platform.
- Milestones: Group tasks under milestones to mark key project phases and monitor progress against delivery targets.
- Project reports: Generate reports on task completion, time logged, and workload to share progress updates with stakeholders.
Pros and Cons
Pros:
- Integrated issue tracker
- Comprehensive suite of project management features
- Customizable task management options
Cons:
- Less intuitive interface
- File storage limits vary by pricing plan
Podio is a no-code work management platform that combines project tracking, CRM, workflow automation, and team collaboration inside fully customizable digital workspaces.
Who Is Podio Best For?
Podio is a strong fit for small to mid-sized teams that need to tailor their project and CRM workflows without writing a single line of code.
Why I Picked Podio
I've included Podio in my top picks because its open API sets it apart from most project management and CRM tools in this space. Where other platforms limit you to a fixed set of native connectors, Podio lets developers build completely bespoke integrations that connect directly to your existing systems of record. I also like how workflow automations can trigger actions across those connected tools, so a CRM status change in Podio can fire off updates in external platforms without manual intervention. The Podio Extensions marketplace adds another layer, letting teams bolt on use-case-specific functionality—like Gantt charts or time tracking—without rebuilding their entire setup.
Podio Key Features
- No-code app builder: Build custom project and CRM apps using drag-and-drop fields without writing any code.
- Webforms: Capture leads or project intake requests from external sources directly into your Podio workspace.
- Relationship fields: Link related items across apps, such as connecting a deal to a contact and a project in one view.
- Visual dashboards: Display CRM pipeline data and project metrics in configurable, shareable dashboard views.
Pros and Cons
Pros:
- Advanced task management and automation capabilities
- A broad range of native integrations
- Highly customizable interface and workflows
Cons:
- Limited reporting features
- Performance issues may occur with higher volumes of data or integrations
Insightly is a CRM platform that combines sales pipeline management, project tracking, marketing automation, and support ticketing in a single system.
Who Is Insightly Best For?
Insightly is a good fit for small to mid-sized businesses that need to manage both customer relationships and project delivery in one place.
Why I Picked Insightly
Insightly is one of my top picks because I love how it handles relationship linking across contacts, organizations, opportunities, and projects. When I'm tracking a deal, I can link every stakeholder, partner, and related record directly to that opportunity so nothing gets lost when it converts to a project. I also like that Insightly carries all linked records and tasks over when a deal closes, so my team picks up project delivery without rebuilding context from scratch.
Insightly Key Features
- Sales pipeline management: Track deals through customizable pipeline stages with real-time visibility into every open opportunity.
- Workflow automation: Set up automated triggers and actions to handle repetitive tasks like lead assignment and follow-up reminders.
- Custom dashboards: Build real-time reports and KPI dashboards tailored to your sales, project, or delivery metrics.
- Task and milestone tracking: Assign tasks with due dates and link them to milestones within active projects.
Pros and Cons
Pros:
- Extensive integration options with popular productivity tools
- Advanced relationship linking for detailed customer insights
- Comprehensive CRM and project management capabilities
Cons:
- Slower mobile app functionality
- Free plan limited to two users
Bitrix24 is a unified platform that combines CRM, project management, team communication, and HR tools natively, without relying on third-party integrations.
Who Is Bitrix24 Best For?
Bitrix24 is a good fit for small to mid-sized businesses that want CRM, project management, and team collaboration in one platform instead of managing separate tools.
Why I Picked Bitrix24
Bitrix24 is one of my top picks because I love how it handles the CRM-to-project handoff natively. When a deal closes in the CRM, my team can spin up a linked project with tasks, a Gantt chart, and assignees without ever leaving the platform. I also like that sales automation rules, time tracking, and invoicing all sit inside the same workspace as project delivery. You don't have to stitch together multiple tools to see how client work is progressing.
Bitrix24 Key Features
- Kanban boards: Visualize and manage task progress across projects using drag-and-drop card views.
- Scrum boards: Run agile sprints with a dedicated Scrum board, backlog management, and sprint planning tools.
- Workload management: View team capacity across active tasks to spot over-allocation and rebalance work.
- Omnichannel contact center: Manage customer communications from email, live chat, and social channels inside your CRM.
Pros and Cons
Pros:
- Extensive customization options
- Advanced CRM capabilities
- Access to various tools in one platform
Cons:
- Performance can vary with large teams
- Steep learning curve for new users
Ravetree is an all-in-one work management platform that combines project management, integrated CRM, resource planning, time and expense tracking, and client portals in a single tool.
Who Is Ravetree Best For?
Ravetree is a strong fit for small to mid-sized agencies and professional services teams that need to manage client work, sales, and projects in one place.
Why I Picked Ravetree
I picked Ravetree as one of the best because its sales pipeline builder gives you real control over how deals move through your process. You can create multiple pipelines, define custom stages, and assign weighted probabilities to each stage. It can automatically generate a project from a template when a deal is marked as won, eliminating the manual handoff between sales and delivery. This native connection between pipeline and project kickoff is rare.
Ravetree Key Features
- Resource planning: View team capacity and utilization across projects to manage workloads and assign tasks based on availability.
- Time and expense tracking: Log time with timers or manual entries, submit expenses, and route both through approval workflows.
- Client portals: Share project updates, files, and approvals with clients in a dedicated portal without giving full platform access.
- Gantt charts: Build project timelines with task dependencies, milestones, and drag-and-drop scheduling.
Pros and Cons
Pros:
- Efficient management of client relationships
- Allows customization of approval workflows
- Consolidates multiple functions
Cons:
- Could offer more integrations
- Extensive features may come with a learning curve
ActiveCollab is a project management and productivity platform built for agencies and service businesses, combining task management, workload planning, time tracking, client communication, and invoicing in one workspace.
Who Is ActiveCollab Best For?
ActiveCollab is a strong fit for small to mid-sized agencies and creative teams that manage client projects alongside internal workloads.
Why I Picked ActiveCollab
I've included ActiveCollab in my top picks because its built-in collaboration layer keeps project teams and clients connected without bouncing between tools. I particularly like the in-app chat and Discussions feature, which lets my team separate quick check-ins from longer-form brainstorms, all tied directly to active projects. Pair that with shared project access for clients and structured feedback threads on tasks, and you've got a tight feedback loop between internal teams and external stakeholders baked right into the workflow.
ActiveCollab Key Features
- Workload management: View and adjust each team member's task load across projects from a single screen to avoid over-assignment.
- Time tracking: Log billable and non-billable hours directly on tasks, with timesheets available for review across the full team.
- Invoicing: Generate invoices from tracked time or fixed project fees and send them to clients without leaving the platform.
- Gantt chart view: Map task dependencies and project timelines visually to keep multi-phase client work on schedule.
Pros and Cons
Pros:
- Wide range of native integrations
- Real-time communication tools for team collaboration
- Strong project management and all-in-one CRM features
Cons:
- Lack of features in mobile app
- Moderate learning curve for new users
Other Project Management Software With CRM
Here are few more project management software tools that offer CRM features, in case you didn’t find what you were looking for above.
- Scoro
For end-to-end work management
- Creatio CRM
For no-code CRM customization
- ClickUp
For custom fields tailored to CRM needs
- Zoho Projects
For holistic project control
- Accelo
For service operations automation
- Pipedrive
For sales-focused projects
- Bonsai Agency Software
For a client portal
- GoodDay
For visualizing project timelines
Related Project Management Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Project Management Software
- Free Client Management Tools
- PR Project Management Software
- Resource Management Software
- Workflow Automation Software
- Time Tracking Software
- Task Management Software
- Collaboration Tools
- Gantt Chart Maker
- Productivity Tools
- Project Tracking Software
- Project Scheduling Software
Project Management Software With CRM Selection Criteria
When selecting the best project management software with CRM to include in this list, I considered common buyer needs and pain points like the challenge of aligning sales and project workflows and the need for centralized client communication and client management. I used the following framework to keep my evaluation fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage projects with task assignments and deadlines
- Track and nurture leads within a CRM module
- Provide client communication tools, such as email or messaging
- Offer reporting and analytics for sales and project performance
- Support collaboration with internal teams and external stakeholders
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- The ability to automate workflows between project and sales teams
- AI-powered forecasting for sales and project timelines
- Built-in invoicing and billing functionality
- Native integrations with marketing automation tools
- Advanced customization of pipelines and workflows
Usability (10% of total score)
To get a sense of the usability of each system, I looked at whether tools offered the following:
- An intuitive and user-friendly interface
- A clean dashboard with clear navigation
- Customizable views for tasks and pipelines
- High performance speed with minimal lag
- Mobile app with responsive design
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered whether tools offer the following:
- Interactive product tours and guided setup
- Video tutorials and documentation
- Pre-built templates for quick implementation
- Customer success support during migration
- Webinars or live training for new users
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the availability of the following for each tool:
- 24/7 live chat or phone support
- Comprehensive knowledge base and FAQs
- Community forum for peer assistance
- Fast response times for support tickets
- Dedicated account managers for enterprise users
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered whether tools offered the following:
- Scalable pricing plans for different business sizes
- A free trial or demo to test features
- Transparent pricing with no hidden fees
- A price point justified by feature depth
- Competitive pricing compared to industry alternatives
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered whether customer reviews highlighted the following:
- Ease of use and adoption rates
- Reliability and uptime performance
- Quality of customer support experiences
- Common complaints or recurring issues
- Overall sentiment on value for money
How To Choose Project Management Software With CRM
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Make sure the software can grow with your business. Look for flexible pricing, unlimited users, and advanced features like automation and reporting that support long-term expansion. |
| Integrations | The software should connect with your existing tools—email, accounting, marketing automation, and document storage. Native integrations and open APIs make workflows smoother and reduce manual work. |
| Customizability | Your team’s workflows are unique. Choose a platform that lets you customize pipelines, dashboards, automation rules, and user roles to match how you actually work. |
| Ease of Use | A tool that’s too complex will slow your team down. Look for a clean, intuitive interface, drag-and-drop functionality, and minimal learning curve to speed up adoption. |
| Budget | Consider the total cost, including per-user pricing, add-ons, and implementation fees. Free trials or freemium plans help you test the software before committing. |
| Security Safeguards | Your client and project data must be protected. Look for encryption, role-based permissions, multi-factor authentication, and compliance with industry standards like GDPR or SOC 2. |
| Collaboration Features | Teams need real-time communication, file sharing, and task assignments. Check if the platform includes built-in chat, shared workspaces, and external client access. |
| Automation Capabilities | Save time by automating lead tracking, task assignments, follow-ups, and invoicing. AI-driven suggestions and workflow triggers can further improve efficiency. |
Trends For Project Management Software With CRM
Here are some of the key trends for project management software with CRM capabilities that will take shape in coming years:
- Integration of AI and machine learning: Artificial Intelligence and machine learning are starting to revolutionize both CRM tools and project management tools. These features can help you automate tasks, provide insightful analytics, and improve customer service.
- Emphasis on omnichannel customer experience: CRM systems are increasingly focusing on delivering a cohesive customer experience across various channels. This allows you to provide consistent service and marketing across all customer interaction points.
- Strengthening data security measures: Data security is a top priority for CRM systems. Vendors are offering stronger measures to protect customer information and comply with data protection regulations.
- Rise of industry-specific solutions: Customized CRM solutions tailored to specific industries are becoming more prevalent. These specialized systems are designed to meet unique sector demands and compliance requirements.
- More CRM automation: CRM automation helps improve sales processes, reduce manual workloads, and allows sales teams to concentrate on building customer relationships and improving sales outcomes.
- Adoption of low-code and no-code platforms: Low-code and no-code CRM platforms let you manage your systems with minimal technical expertise. This is especially beneficial for smaller teams or startups where team members are wearing many hats. Find more specific project management software for startups here.
- More integrations with third-party applications: CRM platforms are offering more integrations with a wider range of third-party applications. This helps you centralize your sales processes and improve your overall business operations.
- Growth of social CRM: The integration of social media with CRM systems is on the rise. With this feature, you're able to better understand and engage with customers through social media and increase brand visibility and overall customer satisfaction.
- Incorporation of IoT data streams: Vendors are integrating the Internet of Things into their CRM systems. This provides valuable customer data so you can offer more personalized marketing and product development.
- Prioritization of customer experience: Vendors are offering more features related to managing customer experience. You can use these features to deliver personalized experiences and improve customer engagement and retention.
Read more: Are you looking to incorporate billing customers into your project management software as well? Here is our list of best project management software with invoicing.
What Is Project Management Software With CRM?
Project management software is a tool designed to help individuals, teams, and organizations manage and optimize their projects efficiently.
An example of these tools can be PM software that integrates with Salesforce. When integrated with Salesforce or other CRMs, you can use it to streamline team projects and increase customer satisfaction with strategic data insights.
Features of Project Management Software With CRM
When searching for a project management software with CRM, there are some key features you should keep in mind, including:
- Contact management: This feature allows for easy access to customer details, which improves communication and personalization of services.
- Task management: This lets you make sure all project activities are completed on time and resources are allocated effectively.
- Project tracking: With project tracking, teams stay informed about milestones and deadlines, which is important for timely project delivery.
- Sales automation: This reduces the time spent on administrative work, so sales teams can focus on building relationships and closing deals.
- Lead management: This helps your team identify and follow up with prospects, which contributes to revenue growth.
- Email integration: This feature simplifies correspondence, by allowing you to log all communications and make them easily accessible.
- Document sharing: Document sharing is key for collaboration, as it makes sure all team members have access to the latest versions of project files.
- Reporting and analytics: Reporting and analytics let you make data-driven decisions and continuously improve your processes.
- Customization: This lets you adapt the software to your unique workflows and business requirements.
- Integration capabilities: This lets you create a technology ecosystem that maximizes efficiency and data coherence.
Benefits of Project Management Software With CRM
Here are the main benefits you'll get when you implement project management software with CRM capabilities:
- Better communication and collaboration: Project management software with CRM capabilities centralizes communication channels and customer data, so team members can access the information they need to collaborate effectively and maintain a consistent message to clients.
- Improved customer relationships: The integration of CRM features allows you to better track customer interactions and history. This leads to more personalized service and a deeper understanding of customer needs, which can result in increased customer satisfaction and loyalty.
- Streamlined processes and efficiency: Combining project management and CRM tools helps you automate routine tasks and manage your workflows more efficiently. This reduces the need for multiple systems and the potential for errors, which can save time and increase productivity.
- Better project oversight and analytics: With a client database integrated into project management software, you'll gain valuable insights into customer-related aspects of your projects. This can help you make data-driven decisions, track project performance, and align project outcomes with customer expectations.
- Increased sales and revenue opportunities: With a unified view of project timelines and customer data, you can identify cross-sell and up-sell opportunities more effectively. This means increased sales and more offering timely and relevant services offerings for customers.
Costs & Pricing of Project Management Software With CRM
Below is a table exploring the different plan types and average prices across several different providers of project management software with CRM features:
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Basic task management and limited CRM features for up to 1 project |
| Basic | $10-$20/user/month | Better task management and basic CRM tools for up to 10 projects |
| Professional | $20-$50/user/month | Full project management suite, advanced CRM features, unlimited projects, and reporting tools |
| Enterprise | Custom pricing | Custom integrations, dedicated support, advanced security options, and unlimited everything |
Project Management Software With CRM FAQs
Here are some frequently asked questions I’ve received about project management software with CRM capabilities:
Is project management software with CRM suitable for all business sizes?
Project management software tools with CRM and other client database management features are suitable for businesses of all sizes. Small businesses can benefit from improved processes and centralized information, while larger enterprises can take advantage of the scalability and advanced features to manage complex projects and large customer databases. Even solo professionals, such freelance consultants, can use project management software for consultants to efficiently organize client data, tasks, and communication in one place.
Can project management software with CRM be customized to fit industry-specific needs?
Many project management software with CRM solutions offer customization options to fit industry-specific needs. This can include custom workflows, specialized reporting, and integrations with industry-specific tools. Choose software that can be tailored to your business’s unique requirements.
What challenges can CRM project management software help solve?
CRM project management software addresses several challenges including task management inefficiencies, poor client communication, difficulty in tracking project progress, and disjointed workflows. By centralizing project information and client data, you can manage resources more effectively, maintain consistent communication with clients, and improve your processes, thereby reducing errors and boosting productivity.
How does CRM project management software handle data security and privacy?
CRM project management software typically includes robust security features such as data encryption, secure access controls, and compliance with international privacy regulations like GDPR. These features make sure sensitive client and project data is protected against unauthorized access and breaches. This means a secure environment for managing business operations.
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