18 Best Project Management Software With CRM Reviewed In 2025
Best Project Management Software with CRM Shortlist
Here are my picks for the best project management software tools that offer CRM capabilities.
Get free help from our project management software advisors to find your match.
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 no-code CRM customization | 14-day free trial | From $25/user/month | Website | |
| 2 | Best for tracking sales pipelines | 14-day free trial + free demo available | From $19.90/user/month (billed annually) | Website | |
| 3 | Best for agencies | 14-day free trial | From $9/month (billed annually) | Website | |
| 4 | Best for a client portal | Free trial available | From $9/user/month (billed annually) | Website | |
| 5 | Best for customizable sales pipelines | 14-day free trial | From $29/user/month (billed annually, min 5 seats) | Website | |
| 6 | Best for milestone-driven planning | 14-day free trial | From $5/user/month (billed annually) + free plan available | Website | |
| 7 | Best for flexible task management | 14-day free trial | From $1.49/user/month (billed annually) + free plan available | Website | |
| 8 | Best for relationship linking | Free trial available | From $29/user/month (billed annually) | Website | |
| 9 | Best for custom integrations | Free plan available | From $11.20/month (billed annually) | Website | |
| 10 | Best for a unified business suite | Free plan available | From $61/month (billed annually) | Website |
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monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
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.
Creatio CRM is a versatile customer relationship management tool tailored for small to medium-sized businesses (SMBs) and larger enterprises. It encompasses a full range of features for managing projects and the entire sales cycle, advanced analytics, and robust marketing automation.
Why I picked CRM Creatio:
Its end-to-end workflow automation enables users to design and automate complex workflows for projects and customer relationship management without the need for extensive programming knowledge. The no-code customization capabilities of Creatio empower users to tailor the system to their specific needs. Additionally, the platform's real-time analytics and reporting tools allow users to create custom dashboards and BI applications, providing actionable insights that drive informed decision-making and performance optimization.
Standout features & integrations:
Features include 360-degree customer views, contact and account management, lead and opportunity management, orders, invoices, and contract management, pipeline management, task management, and forecasting.
Integrations include Accelo, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Teams, Salesforce Pardot, Google Sheets, HubSpot, Microsoft Exchange, Google Calendar, Gmail, Mailchimp, and Tableau.
Pros and cons
Pros:
- 360-degree customer views
- No-code, drag-and-drop interface
- Highly customizable
Cons:
- Initial learning curve for those unfamiliar with no-code platforms
- Customizing the platform can take time
Scoro is an all-in-one business management platform that integrates a wide range of functions, including project management, resource planning, CRM, sales, and financials.
Why I picked Scoro:
Scoro offers detailed project planning, tracking, and management capabilities, alongside a powerful CRM suite that allows businesses to manage customer accounts, track sales pipelines, and maintain client relationships effectively. The integration of these two critical business functions ensures that all project-related and client-related data are centralized, facilitating better decision-making and improved project outcomes.
Standout features & integrations:
Features include quoting and budgeting, resource planning, retainers, time tracking, reporting and dashboard, invoicing, cost management, collaboration, task management, team dashboards, work scheduling, and sales forecasting.
Integrations include Sage Intacct, Exact Online, Expensify, Stripe, Jira, Google Calendar, Microsoft Exchange, Xero, QuickBooks, HubSpot, Salesforce, Google Drive, Dropbox, Okta, Azure AD, and Zapier.
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's New Updates: AI Insights, Project Metrics, and Usability Enhancements
Scoro's update introduces ELI insights for AI-driven reporting, enhanced project metrics with trends and alerts, and usability improvements like a revamped task list. For more details, visit Scoro Updates.
Productive is an all-in-one agency management system designed for a range of businesses, including marketing agencies, design studios, consulting firms, and in-house teams.
Why I picked Productive:
I particularly like its resourcing tools, which encompass resource planning, time tracking, and managing time off. This means you can keep tabs on who's working on what, ensure everyone's time is used efficiently, and easily manage schedules without the usual hassle. Additionally, its sales CRM lets you create sales funnels that allow you to track leads and opportunities effectively. This means you'll have a clear overview of where each prospect is in your sales pipeline, helping you prioritize follow-ups and focus on closing deals.
Standout features & integrations:
Features include project management, reporting, Gantt charts, invoicing, revenue recognition, financial management, and sales management.
Integrations include Jira, HubSpot, Xero, Google Calendar, Sage, Zapier, Outlook/Microsoft Calendar, Slack, BugHerd, QuickBooks, Fortnox, and Personio.
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
Bonsai Agency Software is an all-in-one platform designed to streamline your agency's operations. It combines project management and client relationship management (CRM) tools, allowing your team to manage projects and nurture client relationships effectively.
Why I picked Bonsai Agency Software:
You can visualize project timelines using Kanban boards, Gantt charts, and list views, which help your team stay on schedule and prioritize tasks efficiently. Additionally, Bonsai's real-time progress tracking ensures everyone is aligned with project goals. Another standout aspect is Bonsai's CRM features. The platform allows you to manage clients and their projects in one place, creating unique client profiles with all your notes, contacts, rates, and tags. It also offers a client portal for centralized communication and transparency.
Standout features & integrations:
Features include task management, project templates, automated reminders, file sharing, customizable workflows, client portals, proposal generation, contract management, expense tracking, invoicing, payment processing, and reporting and analytics.
Integrations include QuickBooks Online, Zapier, Calendly, Xero, Google Drive, ClickUp, HubSpot, Google Sheets, Notion, Slack, and Asana.
Pros and cons
Pros:
- Efficient time-tracking capabilities
- Client portal enhances transparency and communication
- Can monitor projects across the portfolio
Cons:
- Fewer integrations compared to some competitors
- Mobile app could benefit from additional features
Ravetree is an all-in-one work management platform designed for project-driven organizations. It combines project management, resource planning, time and expense tracking, and customer relationship management into a single, unified system.
Why I picked Ravetree:
Ravetree's CRM is fully integrated with its project management features, allowing your team to link client information directly to projects, tasks, files, and billing. The platform offers customizable sales pipelines to track important prospects effectively. When a deal is won, Ravetree can automatically create a project from a predefined template, saving time and reducing manual effort. Additionally, the CRM includes features like activity tracking, reminders, and email integrations with Google Workspace and Office 365, enabling your team to manage client interactions and communications efficiently.
Standout features & integrations:
Features include approval management, capacity management, accounts and contacts management, custom sales pipelines, powerful filtering capabilities, email history tracking, project creation from templates upon winning deals, centralized client information, and customizable sales pipelines.
Integrations include Dropbox, Google Drive, OneDrive, Outlook, Gmail, QuickBooks, Google Calendar, Stripe, Exchange, Facebook, Instagram, and GitHub.
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
Nifty excels in milestone-driven planning, enabling teams to monitor progress and meet project deadlines effectively.
Why I picked Nifty:
Nifty focuses on milestones as a core component of project management. Milestones are pivotal for planning and tracking, and Nifty's approach ensures that project objectives are met on time. It integrates milestones with all aspects of project management, from task assignment to progress reporting, which is vital for maintaining project momentum and clarity.
Standout features & integrations:
Features include project management, task automation, milestone tracking, document collaboration, time tracking, Gantt charts, Kanban boards, calendar integration, reporting tools, and team chat.
Integrations include Google Drive, Slack, Zoom, Dropbox, GitHub, Trello, Asana, and Basecamp.
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 helps teams collaborate effectively. It excels in providing flexible task management solutions to accommodate diverse project requirements.
Why I picked Freedcamp:
Freedcamp’s exceptional adaptability in managing tasks sets it apart from other project management tools. Its ability to tailor task management to the specific needs of a project makes it a standout choice for teams seeking versatility. Additionally, Freedcamp offers a range of customizable task management options, allowing teams to choose from various task views and tools, ensuring they can manage their projects in the most efficient way possible.
Standout features & integrations:
Features include versatile task management with subtasks, time tracking, milestone setting, file management, discussion boards, calendar views, a built-in CRM, issue tracking, invoicing, and a wiki for collective knowledge management.
Integrations include Google Calendar, Google Drive, Dropbox, OneDrive, Zapier, Slack, Outlook, iCal, Microsoft Azure Active Directory, Google SSO, and Okta.
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
Insightly is a CRM and project management software that streamlines customer interactions and project oversight. It succeeds in relationship linking, offering a holistic view of customer engagements.
Why I picked Insightly:
Insightly uniquely links relationships within its CRM, which distinguishes it from other tools. This functionality is pivotal for businesses that prioritize understanding the intricate connections among contacts, leads, and projects. Insightly is best for relationship linking due to its adeptness at mapping and managing the complex interrelations that are vital for nuanced customer service, marketing automation, and strategic sales management.
Standout features & integrations:
Features include CRM functionality, project management, workflow automation, email tracking, customizable dashboards, lead routing, relationship linking, and mobile access.
Integrations include Google Workspace, Microsoft Office 365, Mailchimp, Slack, QuickBooks, Xero, Dropbox, and Box.
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
Podio is a versatile platform that combines project management and CRM functionalities. It succeeds in providing custom integrations for diverse business operations.
Why I picked Podio:
Podio provides unparalleled flexibility in customization and is often best for custom integrations. It allows users to extensively tailor the system to fit their unique workflow, enabling a cohesive and integrated experience with the tools they already use.
Standout features & integrations:
Features include task management, customizable workflows, app creation tools, data visualization, integrated chat and video communication, automated workflows, file sharing, real-time project updates, and comprehensive CRM capabilities.
Integrations include Dropbox, Google Drive, Evernote, Zendesk, FreshBooks, Campaign Monitor, GoToMeeting, Gmail, Google Calendar, and Microsoft Excel.
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
Bitrix24 excels as a unified business suite by integrating a wide range of functionalities into one platform, simplifying operations across different business areas.
Why I picked Bitrix24:
Bitrix24 boasts an all-encompassing approach to business management that allows companies to control business operations with ease. Compared to other software, the integration of various business functions into a single solution makes it the best choice for companies seeking an advanced CRM project management software.
Standout features & integrations:
Features include task and project management, CRM, real-time communication tools including chat and video, document management, employee management, time tracking, and workflow automation.
Integrations include Microsoft Office 365, Google Workspace, Slack, Mailchimp, Dropbox, Zapier, Xero, QuickBooks, Twilio, and Stripe.
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
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.
- ActiveCollab
For streamlined team collaboration
- Scoro
For end-to-end work management
- ClickUp
For custom fields tailored to CRM needs
- Accelo
For service operations automation
- Zoho Projects
For holistic project control
- Pipedrive
For sales-focused projects
- ProWorkflow
For time-tracking precision
- Smartsheet
For spreadsheet aficionados
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
- 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. When integrated with CRM, 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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