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Project management software with customer relations management (CRM) helps companies foster collaboration between project teams and sales forces, ensuring that customer needs are always at the forefront. However, with so many solutions on the market, it can be challenging to find the right software for you.

To help other project managers find the best solutions, I tried and reviewed a wide-variety project management software with CRM. Using my extensive experience in digital project management, I found the best project management software with CRM for small and large businesses alike.

Below are some tips and tricks to help you find the best project management software with CRM and my top picks for the best solutions. 

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We’ve been testing and reviewing project management software since 2012. As digital project managers, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.

Best Project Management Software with CRM Summary

Tools Price
Nifty From $5/user/month (billed annually) + free plan available
Freedcamp From $1.49/user/month (billed annually) + free plan available
Accelo From $24/user/month (billed annually)
Asana From $10.99/user/month (billed annually) + free plan available
Insightly From $29/user/month (billed annually)
Podio From $11.20/user/month (billed annually) + free plan available
Bitrix24 From $49/user/month (billed annually)
ProWorkflow From $20/user/month (billed annually)
Scoro From $30/user/month (billed annually)
ActiveCollab From $3.17/user/month (billed annually)
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Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

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How to Choose Project Management Software with CRM

As you work through your unique software selection process, keep the following points in mind:

  • Define Business Needs and Goals: Clearly outline what you want to achieve with your project management software that includes CRM. Whether it's streamlining communication, managing deadlines, leveraging customer insights, or fostering team collaboration, identifying your objectives will guide you to the right tool.
  • Budget Considerations: Understand your financial constraints and consider both upfront and ongoing costs. Subscription-based models are common, and it's important to know if the pricing tiers align with the features you need.
  • Assess Challenges and Integration: Consider the potential hurdles in adopting a new system, such as user training or software compatibility with existing tools. Seamless integration with other business applications is crucial for efficient operations.
  • Success Metrics and Trial Periods: Define what success looks like for your software implementation and use trial periods to evaluate the software's performance. This hands-on experience will help you determine if the tool meets your criteria for success.
  • Required Features and Functionality: Ensure the software has the essential features for your project management and CRM needs. Look for capabilities like timeline management, collaboration tools, progress tracking, and analytics, and be mindful that some advanced features may come at a higher cost.

Best Project Management Software with CRM Reviews

Here are my reviews of the top project management software with CRM. Each analysis covers the advantages and drawbacks, feature sets, and optimal scenarios to help you discover which software fits your needs the best.

Best for milestone-driven planning

  • 14-day free trial
  • From $5/user/month (billed annually) + free plan available
Visit Website
Rating: 4.7/5

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

Best for flexible task management

  • 14-day free trial
  • From $1.49/user/month (billed annually) + free plan available
Visit Website
Rating: 4.5/5

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

Best for service operations automation

  • 14-day free trial + free demo available
  • From $24/user/month (billed annually)
Visit Website
Rating: 4.4/5

Accelo is a platform designed to automate service operations, streamlining client work management across sales, projects, tickets, retainers, billing, and reporting.

Why I picked Accelo:

Accelo centralizes and automates all aspects of service operations, which is vital for professional service businesses. Its integrated platform replaces the need for multiple disjointed tools, providing a single source of truth for all client-related activities. Accelo offers a seamless transition from sales to service delivery, ensuring that nothing falls through the cracks and that businesses can maximize their profitability.

Standout features & integrations:

Features include task and project management, automated time tracking, client database management, invoicing and billing, performance metrics, email tracking, resource scheduling, and service ticketing.

Integrations include Google Workspace, Microsoft 365, HubSpot, Mailchimp, Xero, QuickBooks Online, Salesforce, Slack, Zendesk, and Jira.

Pros and cons

Pros:

  • Integrates with popular business tools
  • Advanced automation and smart scheduling
  • Comprehensive suite for service operations

Cons:

  • May have a learning curve for new users
  • Limited mobile functionality

Best for team workflow automation

  • 30-day free trial
  • From $10.99/user/month (billed annually) + free plan available
Visit Website
Rating: 4.3/5

Asana excels in automating team workflows, offering custom rules and automated processes that save time and reduce manual project tasks.

Why I picked Asana:

Asana automates and customizes team workflows, which significantly enhances productivity. Its standout feature, the Work Graph® data model, adapts to team dynamics, providing a clear structure for managing tasks and projects. Additionally, Asana allows teams to create and implement automated processes effortlessly, which is important for maintaining efficiency in fast-paced work environments.

Standout features & integrations:

Features include task and project management, customizable templates, real-time reporting, and goal tracking. It also offers a timeline view for planning and dependency tracking. 

Integrations include Slack, Microsoft Teams, Google Calendar, Salesforce, GitHub, Jira, Zoom, Adobe Creative Cloud, Tableau, and Power BI.

Pros and cons

Pros:

  • Strong workflow automation capabilities
  • Advanced integration options
  • Intuitive interface with multiple project views

Cons:

  • No native time-tracking features
  • Initial setup may be complex for some users

Best for relationship linking

  • Free trial available
  • From $29/user/month (billed annually)
Visit Website
Rating: 4.2/5

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

Best for custom integrations

  • 14-day free trial
  • From $11.20/user/month (billed annually) + free plan available
Visit Website
Rating: 4.2/5

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

Best for a unified business suite

  • Free trial + free plan available
  • From $49/user/month (billed annually)
Visit Website
Rating: 4.1/5

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

Best for time-tracking precision

  • 14-day free trial
  • From $20/user/month (billed annually)
Visit Website
Rating: 4.2/5

ProWorkflow is an advanced tool for managing new projects and tracking time efficiently. It excels in providing precise time tracking for effective project management and billing.

Why I picked ProWorkflow:

ProWorkflow provides strong time tracking and project management capabilities, which are essential for businesses focused on accurate billing and productivity. It's best for time tracking precision because it offers detailed time tracking tools that are integral for managing project costs and ensuring that every billable minute is accounted for.

Standout features & integrations:

Features include project tracking, task management, time tracking, real-time reporting, resource allocation, client collaboration tools, customizable dashboards, workflow management, file sharing, and invoice and quote integration.

Integrations include QuickBooks, Xero, KashFlow, Box, Dropbox, Google Drive, OneDrive, and Zapier.

Pros and cons

Pros:

  • Wide range of integrations with other business tools
  • Scalable project management features
  • Accurate time tracking for billing and productivity

Cons:

  • Steep learning curve for maximizing all available features
  • Some integrations may require additional subscription costs

Best for end-to-end work management

  • 14-day free trial + free demo available
  • From $30/user/month (billed annually)

Scoro excels in providing a unified platform that streamlines project management, CRM, and reporting, ensuring efficient management of all business processes from start to finish.

Why I picked Scoro:

Scoro hosts a strong feature set that combines project management with CRM, making it distinct from other tools that may only focus on one aspect. Its ability to manage work from end to end, encompassing all stages of the business process, is particularly compelling. Scoro’s integrated approach helps to connect projects, CRM, and financials, offering a cohesive management experience across all business functions.

Standout features & integrations:

Features include project management, CRM, quoting and invoicing, time tracking, dashboard and reporting, calendar and task scheduling, budget management, and financial forecasting.

Integrations include Google Calendar, Outlook, QuickBooks, Xero, Mailchimp, Dropbox, Toggl, and Zapier.

Pros and cons

Pros:

  • A broad range of native integrations
  • Extensive reporting and financial management features
  • Unified platform for project management and CRM

Cons:

  • Potential complexity in initial setup and customization
  • Annual billing with a minimum of 5 seats required

Best for streamlined team collaboration

  • 14-day free trial
  • From $3.17/user/month (billed annually)

ActiveCollab is a project management tool that facilitates streamlined team collaboration due to its wide set of features.

Why I picked ActiveCollab:

ActiveCollab offers a strongplatform that integrates project management and CRM capabilities, which are essential for maintaining control over work and fostering team collaboration. Its ability to automate processes and organize teams effectively makes it unique from other project management tools.

Standout features & integrations:

Features include task management, project organization with timelines and Gantt charts, team collaboration via discussions and comments, time tracking, invoice management, budgeting, and expense tracking.

Integrations include QuickBooks, Slack, Stripe, PayPal, Trello, Dropbox, Google Drive, Google Calendar, and Zapier.

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

Below is a list of additional project management software with CRM that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.

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 with CRM Selection Criteria

Selecting project management software with CRM involves a careful analysis of functionality and how it aligns with specific use cases. The criteria must address business needs, alleviate pain points, and enhance the efficiency of the tasks the software is designed to manage. 

As an expert who has personally tried and researched these tools, I have developed a set of criteria that are essential when evaluating project management software with CRM. This includes:

Core Functionality: 25% of Total Weighting Score

  • Task and project tracking to monitor progress and deadlines
  • Contact and lead management to streamline customer relationship tasks
  • Collaboration tools for team communication and file sharing
  • Reporting and analytics for data-driven decision-making
  • Integration capabilities with other business systems

Additional Standout Features: 25% of Total Weighting Score

  • Innovative dashboard customization for a tailored user experience
  • Advanced automation features to reduce manual input and increase efficiency
  • Unique communication channels, such as built-in chat or video conferencing
  • Distinctive security features ensuring data protection and compliance
  • Exceptional mobile app design for on-the-go projects and CRM management

Usability: 10% of Total Weighting Score

  • Intuitive navigation that minimizes the learning curve
  • Aesthetic interface design that enhances user engagement
  • Responsive design for seamless use across various devices
  • Clear and concise tool tips and help menus within the interface

Onboarding: 10% of Total Weighting Score

  • Comprehensive training materials such as videos and documentation
  • Pre-designed templates to jumpstart project setup
  • Interactive product tours that guide new users through features
  • Support channels like chatbots and webinars for real-time assistance

Customer Support: 10% of Total Weighting Score

  • Availability of 24/7 support through multiple channels
  • Proactive support with regular check-ins and updates
  • Knowledgeable and responsive customer service teams
  • Community forums for peer-to-peer assistance and advice

Value For Money: 10% of Total Weighting Score

  • Transparent pricing structures without hidden costs
  • Flexible plans that cater to different business sizes and needs
  • Free trials or demos to evaluate the product before purchase
  • Competitive features-to-price ratio compared to other market offerings

Customer Reviews: 10% of Total Weighting Score

  • High satisfaction ratings indicating positive user experiences
  • Testimonials that highlight specific strengths and benefits
  • Constructive criticism that points to areas for improvement
  • Consistency in feedback across various customer segments

As businesses increasingly seek to streamline operations and improve customer relationships, the integration of project management software with CRM features is essential. Here are some of the key trends for project management software with CRM that I expect to take shape in coming years:

  • Integration of AI and Machine Learning: Artificial Intelligence and machine learning are starting to revolutionize CRM within project management tools. They automate tasks, provide insightful analytics, and enhance customer service through advanced communication tools.
  • Emphasis on Omnichannel Customer Experience: CRM systems are focusing on delivering a cohesive customer experience across various channels. This trend ensures consistent service and marketing across all customer interaction points.
  • Strengthening Data Security Measures: Data security is a top priority for CRM systems, with enhanced measures to protect customer information. Compliance with data protection regulations is also critical, reflecting the importance of privacy in CRM software.
  • Rise of Industry-Specific Solutions: Customized CRM solutions tailored to specific industries are becoming more prevalent among several organizations. These specialized systems are designed to meet unique sector demands and compliance requirements.
  • Expansion of CRM Automation: CRM automation is increasingly important for streamlining sales processes as it reduces manual workloads, allowing sales teams to concentrate on building customer relationships and improving sales outcomes.
  • Adoption of Low-Code and No-Code Platforms: The trend towards low-code and no-code CRM platforms is empowering users to manage their systems with minimal technical expertise. This democratization of technology is especially beneficial for smaller teams.
  • Enhanced Integration with Third-Party Applications: CRM platforms are beginning to integrate a wider range of third-party applications, which can centralize sales processes and enhancing overall business operations.
  • Growth of Social CRM: The integration of social media in CRM systems is on the rise. As a result, businesses are able to better understand and engage with customers through social media while increasing their brand visibility and overall customer satisfaction.
  • Incorporation of IoT Data Streams: The Internet of Things is being integrated into CRM systems, providing valuable customer data. This trend is enhancing personalized marketing and product development.
  • Prioritization of Customer Experience: Customer experience is becoming a primary focus for businesses using CRM. Leveraging CRM technology to deliver personalized experiences is crucial for customer engagement and retention.

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, it’s often used to streamline team projects while increasing customer satisfaction using 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 is essential as it allows for easy access to customer details, enhancing communication and personalization of services.
  • Task Management: Task management is vital for ensuring that 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: Automating sales tasks reduces the time spent on administrative work, allowing sales teams to focus on building relationships and closing deals.
  • Lead Management: Lead management is important for identifying and following up with prospects, ultimately contributing to revenue growth.
  • Email Integration: This feature simplifies correspondence, ensuring that all communications are logged and easily accessible.
  • Document Sharing: Document sharing is key for collaboration, as it ensures that all team members have access to the latest versions of project files.
  • Reporting and Analytics: Reporting and analytics are indispensable for making data-driven decisions and for the continuous improvement of processes.
  • Customization: Customization ensures that the software can adapt to the unique workflows and requirements of a business.
  • Integration Capabilities: Integration capabilities are important for creating a seamless technology ecosystem that maximizes efficiency and data coherence.

These features collectively create a robust environment where project management and customer relationship management coalesce, providing a detailed overview of both project deliverables and customer engagement.

Benefits of Project Management Software with CRM

By integrating project management and CRM, organizations can enjoy a range of benefits that improve efficiency, communication, and overall project success. Other perks associated with project management software with CRM include:

  • Enhanced Communication and Collaboration: Project management software with CRM fosters better communication among team members and with clients. By centralizing communication channels and customer data, 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 for better tracking of 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 in automating routine tasks and managing workflows more efficiently. This integration reduces the need for multiple systems and the potential for errors, saving time and increasing productivity.
  • Better Project Oversight and Analytics: With CRM data integrated into project management software, businesses gain valuable insights into customer-related aspects of their projects. This can help in making data-driven decisions, tracking project performance, and aligning project outcomes with customer expectations.
  • Increased Sales and Revenue Opportunities: By having a unified view of project timelines and customer data, businesses can identify cross-sell and up-sell opportunities more effectively. This can lead to increased sales by offering timely and relevant services or products to customers based on their project involvement.

When teams leverage the combined strengths of project management and CRM systems, organizations can achieve a competitive edge, ensuring that projects are delivered successfully while building strong, lasting relationships with their clients.

Costs & Pricing of Project Management Software with CRM

When exploring project management software that includes CRM functionalities, it's important to examine the available pricing plans and what each offers. Below is a table exploring the different plan types and average prices across several different providers:

Plan Comparison Table for Project Management Software with CRM

Plan TypeAverage PriceCommon Features
Free$0Basic task management and limited CRM features for up to 1 project
Basic$10-$20/user/monthEnhanced task management and basic CRM tools for up to 10 projects
Professional$20-$50/user/monthFull project management suite, advanced CRM features, unlimited projects, and reporting tools
EnterpriseCustom pricingCustom integrations, dedicated support, advanced security options, and unlimited everything
A breakdown of plan types, costs, and features for project management software with CRM.

In considering the right plan, factor in the complexity of your projects and the depth of CRM integration required. Optimal software selection balances these needs with budget considerations.

Project Management Software with CRM FAQs

Here are some frequently asked questions I’ve received about project management software with CRM:

Is project management software with CRM suitable for all business sizes?

Project management software with CRM is suitable for businesses of all sizes. Small businesses can benefit from streamlined processes and centralized information, while larger enterprises can take advantage of the scalability and advanced features to manage complex projects and large customer databases.

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. It’s important to 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, it helps teams to manage resources more effectively, maintain consistent communication with clients, and streamline processes, thereby reducing errors and enhancing 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 ensure that sensitive client and project data are protected against unauthorized access and breaches, providing a secure environment for managing business operations​.

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Hermann Fink
By Hermann Fink

Hermann Fink is a technology enthusiast and the co-founder of Rünna Advertising, a multinational digital agency that has been active for over a decade and served clients like Ford, AstraZeneca, Disney, and Didi. In addition to being a business owner, Hermann gathered corporate experience in project management during his time at Hewlett Packard in the mid-2010s.