The Best CRM with Project Management

Running a successful business can be challenging, but having the right tools can make all the difference.

One tool that many businesses are turning to is a combined CRM and project management software.

This type of software can help businesses streamline their processes, improve team collaboration and communication, and ensure that projects are completed on time and within budget.

Here’s a deeper look into the benefits of using combined CRM/Project management software:

  • Improved Collaboration: By combining CRM and project management, businesses can improve team collaboration and communication. Project-related activities, such as tasks, timelines, and budgets, can be linked directly to customer records, allowing teams to work more efficiently and effectively.
  • Better Resource Management: With combined CRM/project management software, businesses can better manage their resources, such as team members, equipment, and budget. By having a clear view of resource availability and utilization, businesses can better allocate resources and ensure that projects are completed on time and within budget.
  • Enhanced Customer Experience: Businesses can ensure that customer needs and requirements are incorporated into project plans and timelines. This can help to improve customer satisfaction and loyalty.
  • Streamlined Processes: By having all project-related activities in one place, businesses can streamline their processes and reduce the need for manual data entry and duplication of efforts. This can help to improve efficiency and productivity.
  • Better Reporting: With all project-related data and customer information in one place, businesses can generate more accurate and detailed reports on project progress, resource utilization, and customer satisfaction. This can help businesses identify improvement areas, track progress toward goals, and make data-driven decisions.

With so many options, how do you know which CRM and project management software best fits your business? Here are some of the top options to consider:

  • Salesforce CRM: One of the most popular CRM software options out there, Salesforce offers a wide range of features like sales automation, customer service, and marketing automation. Plus, it includes project management tools to help you create tasks, assign team members, and track project progress. Salesforce offers a range of plans, including Essentials, Professional, Enterprise, and Unlimited. Pricing starts at $25 per user per month for Essentials, up to $300 per user per month for Unlimited, and the more expensive plans offer more features and customization options.
  • HubSpot CRM: Another great CRM software option, HubSpot, is free and cloud-based. It offers a range of features, including contact management, deal tracking, and marketing automation. And like Salesforce, it also has project management tools to keep your team on track. Plus, it integrates with other HubSpot products like Marketing Hub and Sales Hub. HubSpot’s CRM is actually free, but they offer additional sales, marketing, and service tools that can be purchased as part of the Marketing Hub, Sales Hub, or Service Hub. Prices for these hubs range from $50 per month to $1,200 per month, depending on the plan and the number of users.
  • Zoho CRM: Zoho is a cloud-based software that’s worth checking out as well. It offers features like sales automation, marketing automation, and customer service and has project management tools to help you stay organized. Zoho CRM can also integrate with other Zoho products like Zoho Projects and Zoho Desk. Zoho offers free and paid plans, including Standard, Professional, and Enterprise. Pricing starts at $12 per user per month for the Standard plan, up to $45 per user per month for Enterprise.
  • Insightly CRM: Another cloud-based option, Insightly offers plenty of features, including contact management, pipeline management, and project management. It can integrate with other software tools like Gmail, Office 365, and QuickBooks to simplify your workflow. Insightly offers three plans: Plus, Professional, and Enterprise; pricing starts at $29 per user per month for Plus, up to $99 per user per month for Enterprise.
  • Agile CRM: Offering a cloud-based software, Agile CRM provides users with features such as sales automation, marketing automation, and customer service features, along with project management tools to keep them organized. It also offers integrations with popular software tools like Zapier, Slack, and Trello. Agile offers three plans: Starter, Regular, and Enterprise, and prices start at $8.99 per user per month for Starter and up to $47.99 per user per month for Enterprise.
  • Pipedrive CRM: Pipedrive offers a cloud-based software option with features like sales automation, contact management, and deal tracking. It also has project management tools to help you prioritize your tasks. And like Agile, it can integrate with popular software tools like Zapier, Mailchimp, and Slack. Pipedrive offers three plans: Essential, Advanced, and Professional, with prices starting at $15 per user per month for Essential and up to $99 per user per month for Professional.
  • com: A project management software with built-in CRM, monday.com offers features like task management, project tracking, and collaboration tools, along with CRM features to manage your leads, contacts, and deals. Plus, it integrates with other software tools like Zapier, Slack, and Jira. Monday.com offers several plans, including Basic, Standard, Pro, and Enterprise, with prices from $8 per user per month for Basic to $16 per user per month for Enterprise.
  • Bitrix24: This cloud-based business management software offers CRM, project management, and communication tools all in one place. It has project management tools to help you stay organized and CRM features to manage your leads, contacts, and deals. And it integrates with other software tools like Mailchimp, Trello, and Google Drive. Bitrix24 has several plans: Free, CRM+, Project+, Standard, and Professional. Pricing starts at $0 for the Free plan, up to $199 per month for the Professional plan.
  • Teamwork: Another cloud-based project management software, Teamwork has integrated CRM features to help you manage your leads, contacts, and deals. It has task management, project tracking, and collaboration tools and integrates with other software tools like Zapier, Slack, and HubSpot. Teamwork offers a few plans, including Free Forever, Pro, Premium, and Enterprise, and their prices start at $0 per user per month for Free Forever and up to $18 per user per month for Enterprise.
  • Asana: Another cloud-based project management software with built-in CRM features, Asana has task management, project tracking, and collaboration tools, along with CRM features to manage your leads, contacts, and deals. And it integrates with other software tools like Zapier, Slack, and Salesforce. Asana offers Basic, Premium, Business, and Enterprise plans; their prices start at $0 per user per month for Basic, up to $24.99 per user per month for Enterprise.

Conclusion

The right CRM and project management software can help businesses streamline their processes, improve team collaboration, and ultimately increase productivity and profitability.

With so many options available, it’s important to carefully consider each software’s features, pricing, and integrations before making a decision.

By selecting the best software for their unique needs, businesses can better manage customer relationships, track project progress, and ultimately achieve their goals more efficiently and successfully.