10 Best Project Management Software With CRM For 2026

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.

HubSpot Smart CRM is a CRM platform that combines contact, deal, and pipeline management with a built-in Projects object for task tracking, Gantt and board views, workflow automation, and deal-to-project conversion.

Who Is HubSpot Best For?

HubSpot Smart CRM is a strong fit for sales-led teams that want to manage deals and coordinate post-sale delivery work inside a single CRM platform.

Why I Picked HubSpot

I've included HubSpot in my top picks because its native Projects object lives inside the same CRM where your deals close, which means you're not copying data across tools when a sale converts to delivery work. I particularly like how you can build a workflow that triggers the moment a deal hits Closed Won and automatically creates a linked project record, complete with a dedicated delivery pipeline staged from kickoff through final sign-off. The Gantt view then lets me track that project's tasks on a timeline alongside the associated contact and deal data, all without leaving HubSpot.

HubSpot Key Features

• Contact and deal pipeline management: Create, customize, and clone pipelines and stages to track deals from first contact through close.
• Workflow automation: Trigger automated task creation, status updates, and notifications based on deal stage changes or CRM record activity.
• Custom reporting dashboards: Build role-specific dashboards that pull data across contacts, deals, and project records.
• Data enrichment: Automatically updates contact and company records to keep CRM data current without manual entry.

HubSpot Integrations

HubSpot supports over 2,000 integrations, including native Salesforce, Google Workspace, Microsoft 365, Slack, and Shopify connections. Marketplace integrations include Gmail, Google Calendar, Outlook, Jira, and Zapier; APIs, webhooks, and UI extensions support custom connections.

Bonsai Agency Software is an all-in-one platform for agencies and service businesses that combines CRM, deal pipeline management, project tracking, time tracking, and client invoicing in a single workspace.

Who Is Bonsai Agency Software Best For?

Bonsai is a strong fit for small agencies and client services teams that need to manage projects, client relationships, and billing without juggling multiple tools.

Why I Picked Bonsai Agency Software

I picked Bonsai Agency Software because it genuinely centralizes client-facing project visibility in a way most project tools don't. The client portal lets you share live project status, invoices, files, and task progress with clients directly, with per-client controls over exactly what they see. I also love that the contact activity feed logs proposals, contracts, emails, and portal messages in one timeline, so nothing slips through the cracks between sales and delivery.

Bonsai Agency Software Key Features

• Deal pipeline management: Track opportunities through customizable stages with win probabilities, deal values, and close dates on a Kanban board.
• Resourcing schedule: View team members' project allocations, spot over-allocation, and reassign or reschedule work across your roster.
• Task dependencies: Set "Waiting On," "Blocking," or "Related To" relationships between tasks, with dependent due dates that shift automatically.
• Time tracking with billable status: Log hours via timer or manual entry, mark time as billable or non-billable, and connect tracked hours directly to invoices.

Bonsai Agency Software Integrations

Bonsai lists integrations with QuickBooks, Xero, Calendly, Google, and Zapier. Its REST API supports API-key and OAuth 2.1 authentication for custom connections.

Insightly is a CRM and project management platform that combines sales pipeline tracking, contact and organization management, opportunity-to-project conversion, task management, and milestone tracking in a single system.

Who Is Insightly Best For?

Insightly fits small businesses and client services teams that need to manage contacts, deals, and project delivery without switching between separate tools.

Why I Picked Insightly

I picked Insightly as one of the best because of how tightly it links contacts across both deals and projects. When a deal closes, I can convert the opportunity into a project in a single action, and all the associated contacts, organizations, and links carry over automatically. From there, Insight Cards surface open deal details directly on linked contact records, so my team always sees where a client stands across the full relationship, not just the current project.

Insightly Key Features

• Activity sets: Group tasks and events into reusable sets that trigger automatically when a project or opportunity reaches a defined pipeline stage.
• Workflow automation: Automatically create tasks, update records, and send emails based on rules you configure across opportunities and projects.
• Time tracking timesheets: Log time against tasks across multiple projects using daily or weekly timesheets, with submission and approval states built in.
• AI email replies and summaries: Generate context-aware email responses and summarize prior communications directly from CRM records.

Insightly Integrations

Insightly offers marketplace integrations with over 2,000 business tools, including Slack, Jira, QuickBooks Online, Xero, DocuSign, Google, Microsoft 365, Shopify, and Asana. Its REST API and webhooks support custom integrations.

Workamajig is an agency management platform that combines project management, sales CRM, resource scheduling, time tracking, and financial management tools built specifically for creative and marketing agencies.

Who Is Workamajig Best For?

Workamajig is purpose-built for creative and marketing agencies that need to manage client projects, track billable time, and monitor revenue all in one place.

Why I Picked Workamajig

I picked Workamajig as one of the best because it's purpose-built for creative and marketing agencies that need project delivery and revenue tracking to live in the same system. When an opportunity is won, you can convert it directly into a project, carrying over estimates, schedules, and client conversations without re-entering anything. I also like that time logged against projects flows straight into billing worksheets, so invoicing reflects actual work rather than guesswork.

Workamajig Key Features

• Resource scheduling: View team availability, workload, and capacity, then assign or rebalance work using drag-and-drop scheduling.
• Digital proofing and approvals: Annotate images, videos, and live web pages directly in the platform and route them through approval workflows.
• Client portal: Give clients free logins to submit project requests, track status, review deliverables, and approve work.
• Revenue forecasting: Track projected revenue, pipeline stage totals, and sales performance against team targets from the CRM dashboard.

Workamajig Integrations

Workamajig offers native integrations with Google Calendar, iCal, Outlook/Exchange, and Slack. It also supports a REST API, JSON data feeds, CSV import/export, and Zapier.

ClickUp is a work management platform that combines project tracking, task management, CRM pipelines, custom fields, dashboards, and team collaboration tools in a single workspace.

Who Is ClickUp Best For?

ClickUp is a strong fit for project managers and client services teams that need to build a customized CRM pipeline alongside their delivery workflows in one workspace.

Why I Picked ClickUp

ClickUp earns its spot on my shortlist because of how far you can push its custom fields to mirror your actual CRM process, not a generic one. I like that you can build deal records with fields for contract value, stage, owner, and region, then filter those fields directly into project views and dashboards. That means a services team tracking a B2B deal can surface the same client data across their pipeline board and their delivery workspace without duplicating it.

ClickUp Key Features

• CRM pipeline views: Display deal records in List, Board, or Table views to track leads, contacts, and deals by stage.
• Automated workflow triggers: Set rules that move leads between stages, create deal tasks, or kick off delivery work based on field changes or checkboxes.
• Native time tracking: Log billable hours directly on tasks with hourly rates set by member, task, or project and export reports by date range or billable status.
• Guest access controls: Share client-facing dashboards or list views with external stakeholders using view-only or comment-only permissions.

ClickUp Integrations

ClickUp offers 50+ native integrations, including HubSpot, Slack, GitHub, Google Drive, Microsoft Teams, Zoom, and Figma. It also supports API connections, webhooks, OAuth, an MCP Server, and Zapier.

Capsule CRM is a contact and deal management platform that pairs a visual sales pipeline with project boards, task tracking, and workflow automation to manage client relationships and delivery work in one place.

Who Is Capsule Best For?

Capsule fits small teams that need to manage client relationships and deliver project work without juggling two separate tools.

Why I Picked Capsule

I picked Capsule as one of the best because it's one of the few tools that genuinely closes the loop between winning a deal and delivering on it. When an opportunity moves to Won, Capsule can automatically create a linked project, assign it to the right person, and apply a reusable Track, so your delivery team picks up exactly where sales left off. I also like how project dashboards surface Opportunity value by board, giving you a real view of revenue tied to active delivery work.

Capsule Key Features

• AI contact enrichment: Automatically populates contact records with job title, seniority, LinkedIn profile, and missing contact details.
• Custom reporting dashboards: Lets you combine sales, task, project, and activity reports into a single shareable dashboard.
• Mail Drop Box: A unique email address per project that logs forwarded or BCC'd emails directly to that project's record.
• Reusable Tracks: Pre-built task sequences that can be applied to any project, assigning due dates automatically based on an end date.

Capsule Integrations

Capsule lists 60+ integrations in its pricing FAQ, including marketplace integrations with Slack, Microsoft Teams, DocuSign, Clockify, Tidy Work, Xero, and QuickBooks Online. It also supports Zapier and REST API access for custom integrations.

Scoro is a professional services automation platform that brings CRM and pipeline management, project delivery, time tracking, resource planning, and invoicing into a single modular system.

Who Is Scoro Best For?

Scoro fits professional services teams—agencies, consultancies, and engineering firms—that need to manage the full arc from client pipeline to project delivery and invoicing in one place.

Why I Picked Scoro

Scoro earns its spot on my shortlist because it's genuinely built around the full arc from pipeline to payment—not just bolted-together CRM and project tools. I love how a won quote converts directly into a project, with budget fields prefilled and tasks created from the quote line items, which means delivery teams start with real scope instead of a blank canvas. The pipeline report also does something I find valuable: it weights deal values by close probability and stage, so you're not flying blind when planning capacity for upcoming projects.

Scoro Key Features

• Customer portal: Give clients controlled access to selected projects, tasks, files, invoices, and comments through a dedicated external portal.
• Utilization report: View scheduled, available, and used team time across upcoming periods, with skills filters to assess capacity before taking on new work.
• Time-billing: Generate invoices directly from logged billable project activities, consolidating time across multiple projects into a single client invoice.
• Gmail add-on: Create or link Scoro tasks from emails, attach email content to task descriptions, and log time entries without leaving your inbox.

Scoro Integrations

Scoro offers integrations with 40+ tools, including native integrations with Salesforce, Xero, QuickBooks, Jira, Slack, Google Calendar, and Stripe, plus marketplace integrations with HubSpot and Asana. It also provides a REST API, webhooks, Scoro MCP, and Zapier.

Accelo is a professional services automation platform that combines CRM, project management, time tracking, resource planning, and billing in one connected system.

Who Is Accelo Best For?

Accelo is a strong fit for client services teams at professional services firms that need to manage the full client lifecycle—from sales and quoting through project delivery and billing—in one connected system.

Why I Picked Accelo

I picked Accelo as one of the best because it's purpose-built for professional services ops automation in a way that few tools match. I love that accepted quotes convert directly into projects, carrying over milestones, tasks, budgets, and assignees, so delivery teams aren't rebuilding context from scratch. Accelo's Margin Guard and AI-powered profitability forecasting also surface financial risk before it becomes a problem, which is exactly what client services teams need when managing multiple engagements at once.

Accelo Key Features

• Client portal: Gives clients on-demand access to quotes, projects, invoices, tickets, and retainers, with the ability to view and pay invoices directly.
• Dynamic scheduling: Automatically updates task start and due dates as your team logs time, reschedules work, or approaches a deadline.
• Resource capacity planning: Forecasts future demand using pipeline opportunities and role-based placeholders to model tentative workloads before projects begin.
• Configurable triggers: Lets you set up automated condition-based actions—like creating a follow-up task after an unanswered quote—to keep deals and projects moving.

Accelo Integrations

Accelo lists integrations with Jira, Azure DevOps, GitHub, Slack, Microsoft 365, Google Workspace, Salesforce, HubSpot, QuickBooks, and Xero. It also provides RESTful and Forms APIs for custom integrations and supports Zapier.

Pipedrive is a sales CRM with a built-in project management add-on that combines pipeline management, deal tracking, contact management, and post-sale project delivery in one workspace.

Who Is Pipedrive Best For?

Pipedrive suits small business owners and client services teams that need to take a won deal and hand it off to a delivery team without switching tools.

Why I Picked Pipedrive

I picked Pipedrive as one of the best because it handles the won-deal-to-project handoff better than any other CRM I've seen. When a deal closes, you can trigger a project automation that instantly builds a project from a template, complete with phased tasks, assignees, and relative due dates, all pre-loaded with the deal's notes, files, and email history. I also love that the deal detail view stays live-linked to the project, so your sales and delivery teams can see progress on both sides without duplicating a single record.

Pipedrive Key Features

• Gantt timeline view: Visualize project tasks and milestones on adjustable day, week, month, or year timelines with drag-and-drop rescheduling and task dependencies.
• Reusable project templates: Build templates with phased tasks, relative due dates, and dependencies that can be applied to new projects or triggered through automations.
• Insights combined-data reporting: Filter project performance reports using linked deal, contact, or organization data to connect sales and delivery in one report.
• Smart Docs with e-signatures: Create, send, and track quotes, proposals, and contracts with built-in e-signature support directly within Pipedrive.

Pipedrive Integrations

Pipedrive lists 500+ integrations, including native Asana, Microsoft Teams, DocuSign, QuickBooks, and WhatsApp Business integrations, plus marketplace options such as Slack, Trello, Xero, Zoom Meetings, and Zapier. Its RESTful API and webhooks support custom integrations.