The Best CRM with Project Management

In today’s fast-paced business world, having a system that allows you to manage your customer relationships and projects efficiently is important.

That’s where CRM with project management comes in.

By combining customer relationship management (CRM) with project management capabilities, businesses can streamline their operations, improve communication, and increase productivity.

Before we look at some of your choices, we need to look at why you would want an integrated software solution.

There are several benefits of having a CRM integrated with project management:

  • Streamlined Workflow: By integrating a CRM with project management, you can easily track leads and opportunities, assign tasks, and manage projects all in one place. This helps you streamline your workflow and reduces the need for multiple tools.
  • Improved Communication: A CRM integrated with project management can help improve communication between teams. Team members can easily view the progress of a project and collaborate on tasks, reducing the likelihood of miscommunication or misunderstandings.
  • Better Customer Relationship Management: A CRM with project management integration allows you to keep track of customer interactions and project details in one place. This helps you better manage your customer relationships and ensures that all customer data is up to date.
  • Enhanced Reporting and Analytics: Integrating your CRM with project management can provide better reporting and analytics. You can track the progress of projects, identify bottlenecks, and make data-driven decisions to improve your business processes.
  • Time-Saving: With a CRM integrated with project management, you can save time by automating tasks such as sending project updates, creating invoices, and generating reports. This frees up time for you and your team to focus on other important tasks.
  • Increased Efficiency: Integrating a CRM with project management can help increase efficiency in your business. With all project and customer data in one place, you can make better decisions and complete projects more quickly.

As you can see, integrating a CRM with project management can provide numerous benefits to businesses. It can help you streamline your workflow, improve communication, manage customer relationships, and make better business decisions.

Now you know what to expect, the next step is to choose the right software. Below, you can see a selection of companies that offer CRM and project management capabilities, giving you an idea of what to expect:

  1. Agile CRM: Agile CRM is an all-in-one platform that provides customer relationship management with project management capabilities. It offers features such as lead and contact management, sales automation, and marketing automation. Its project management features include task management, team collaboration tools, and project tracking. The plans start at $8.99/user/month for the Starter plan.
  2. Bitrix24: Bitrix24 is an all-in-one business management platform that combines CRM and project management capabilities. Bitrix24 CRM helps manage customer interactions, track sales opportunities, and automate workflows. Bitrix24 Projects, on the other hand, allows you to manage your projects, assign tasks, and track progress in real-time. Pricing starts at $24/month for up to 2 users.
  3. Copper: Copper is a CRM software designed for Google Workspace users with project management capabilities. Its CRM features include contact and account management, pipeline management, and sales forecasting. Copper’s project management features include task management, project tracking, and team collaboration tools. Copper’s plans start at $19/user/month for the Basic plan.
  4. HubSpot: HubSpot is a popular provider of CRM and project management tools. Their CRM tool is free to use, and HubSpot Projects allows you to manage your projects, assign tasks, and track progress in real-time. Pricing for additional HubSpot features starts at $45/month.
  5. Insightly: Insightly provides small businesses and startups with CRM and project management tools. Its CRM tool allows you to manage customer interactions, track sales pipelines, and automate workflows. Insightly Projects, on the other hand, allows you to manage your projects, assign tasks, and track progress in real-time. Pricing for Insightly CRM and Insightly Projects starts at $29/user/month.
  6. com: Monday.com is a popular project management platform that also offers CRM capabilities. With Monday.com CRM, you can manage your customer interactions, track leads and deals, and automate workflows. Monday.com Projects, on the other hand, allows you to manage your projects, assign tasks, and track progress in real-time. Pricing for Monday.com starts at $10/user/month.
  7. Pipedrive: Pipedrive is a sales-focused CRM with a project management tool. Pipedrive for Project Management allows you to manage your projects, assign tasks, and track progress in real-time. Pipedrive’s CRM features include sales pipeline management, deal tracking, and lead management. Pricing for Pipedrive starts at $15/user/month.
  8. Salesforce: Salesforce is one of the most popular CRM providers in the world, and its project management tool is just as impressive. Their CRM tool allows you to manage your customer interactions, track your sales pipeline, and automate your sales process. On the other hand, Salesforce Projects allows you to manage your projects, assign tasks, and track progress in real-time. Pricing for Salesforce CRM and Salesforce Projects starts at $25/user/month.
  9. Salesmate: Salesmate is a CRM software that includes project management capabilities. Its CRM features include lead and deal management, contact and account management, and sales automation. Salesmate’s project management features include task management, project tracking, and team collaboration tools. Salesmate’s plans start at $12/user/month for its Starter plan.
  10. Zoho: Zoho is a cloud-based business software provider that offers a comprehensive suite of tools for managing your customer relationships and projects. Their CRM tool helps you manage your sales pipeline, track customer interactions, and automate workflows. Zoho Projects allows you to create tasks, assign them to team members, and track progress in real-time. Pricing for Zoho CRM and Zoho Projects starts at $12/user/month.

These are just a few examples of the many great options available for businesses looking to combine CRM with project management. Choosing the right platform can improve your operations, increase productivity, and grow your business.

Conclusion

Managing customer relationships and projects effectively is essential for success in today’s business landscape. That’s why CRM systems with project management capabilities have become increasingly popular among businesses of all sizes.

By integrating CRM and project management tools, businesses can streamline their workflows, improve team collaboration and communication, and gain real-time insights into project progress and customer interactions.

There are many providers of CRM software with project management capabilities, each with its own unique set of features and pricing plans.

From all-in-one business management platforms like Bitrix24 and Zoho to sales-focused CRMs like Pipedrive and Copper to project management tools like Wrike and Monday.com that offer CRM integration, businesses have many options to choose from.

By selecting the right CRM with project management capabilities for your business needs, you can simplify your workflows, increase productivity, and ultimately drive growth and success.