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407 Cloud Software Products and Services Tested
3056 Annual Software Speed Tests
2400 plus Hours Usability Testing
Our team of experts thoroughly test each service, evaluating it for features, usability, security, value for money and more. Learn more about how we conduct our testing.
Key Takeaways:
- This Is the Best Project Management Software With CRM
- monday.com — The best integrated CRM and project management service
- ClickUp — The best tutorials for those new to building a CRM
- Zoho CRM — For those who want CRM software with task management functionality
- Wrike — No-nonsense design that’s great for managing client data
- Asana — Solid collaboration and communication features
- Hive — A good option for those who want to integrate with third-party CRMs
- Airtable — The best for those who love to build tables and databases
- Smartsheet — An alternative database builder with excellent collaboration features
- Notion — Wonderful productivity features for sales and marketing teams
- Jira — A great option for combining agile with CRM
Facts & Expert Analysis
The Best Option: monday.com leads the way when it comes to combining project management with integrated CRM features.
CRM Integration:
Though most project management tools are not ready for CRM right out of the box, they all have integrations and templates to get you started.
Use the Free Trial:
All the leading providers offer a free trial, which we recommend taking advantage of.
The Best Integrated CRM & Management App
CRM and project management often run side by side. A common pain point for professionals is having to juggle customer relationship management and project management in separate software. Thankfully, all the best project management software solutions offer ways to integrate CRM, allowing you to manage your responsibilities in one place.
Back in the day, project management tools provided a space for basic task management. Today’s tools offer a wide breadth of functionality that helps you run your whole business. If a certain option doesn’t have native tools for customer relationship management, it’ll likely let you integrate third-party CRM software.
Meet the experts
Learn more about our editorial team and our research process.
CRM and Project Management Integration Explained
A project management tool’s primary goal is to help users develop a project, create tasks, communicate with team members and meet deadlines. However, some software also has tools that let you manage your customer contact list. This could be in the form of sales opportunities, managing customer support or maintaining short- and long-term customer relationships.
Pros & Cons of Integrating CRM With Project Management Software
There are some benefits and drawbacks to integrating CRM with project management software. We’ll highlight some of them below.
Pros:
- Streamlines your workflow in one space
- No need to pay for two services
- More customization options in project management software
Cons:
- Templates and plug-ins may not be as refined as dedicated CRM software
- Migrating from CRM software to project management services takes time
Cloudwards Editor’s Choice: monday.com
monday.com’s approach to combining CRM in its software is a boon for sales teams. It offers a space to manage the full sales pipeline while also acting as a home for all your customer data. Its beautiful, customizable interface will help you build a strong contact list and track sales progress. You can test out monday.com with its 14-day free trial.
How to Choose the Best CRM Project Management Software Solution
Choosing the right CRM project management solution takes time. There is an abundance of options, all of which claim to be the best. Because too much choice can lead to no choice at all, we’ll go over some factors to consider before committing to a specific software solution.
The first question you should ask yourself is whether you want to have native CRM tools or integrate your customer relationship management software with your project management software. The second question is how easy it is to complete those tasks within your chosen project management solution. The third question is what your main objective is with a CRM. Do you want to grow your business? Do you want to collect customer data to improve your products? Perhaps you want to build a system that gathers customer satisfaction, or maybe you want all of the above. Once you’ve answered these questions, you simply need to pick a service that fulfills those functions. For those looking for the perfect CRM and project management combination, we have 10 options for you. We have tried and tested each of them and can recommend them with confidence.
Provider: monday.com
CRM Features
PM Features
Best For
CRM project templates, Integrated communication tools
Multiple project management, Many project views
Managing basic & complex projects
CRM project templates, CRM data reports
Multiple project management, Excellent communication tools
Collaborating on work & monitoring task management
Lead & sales management, Client contact management
To-do list for tasks
High-end CRM
Customizable sales, CRM templates builder for feedback
Great Gannt chart, Useful time-tracking tools
Project & resource management
Sales & growth goal setting, CRM sales template
Superb kanban board, Useful messaging tools
Team communication & building project workflows
Powerful Salesforce integration
Beautiful native calendar, Intuitive Gantt chart
Creative teams & those who need time management tools
Database creation, CRM templates
Range of project views, High-level workflow customizations
Spreadsheet & database building
Database view, CRM templates
Gantt views, Kanban views, Table views
Spreadsheet & database building
Customizable CRM templates, Customer feedback builders
Task management, Long-term planning
Company-wide communication
Many sales & CRM templates
Agile tools, Software terminology, Product development
Software development teams
monday.com is our favorite CRM project management system thanks to how easy it is to use.
More details about monday.com:
Pricing: Free plan; Standard plan costs $12 per user per month, billed annually
Website: monday.com
Key CRM Features:
- Pre-built CRM project management templates
- Integrates with popular client communication tools
- Users can create a sales automation workflow
monday.com offers decent value with the Standard plan, which costs $12 per user per month, billed annually. There’s a free 14-day trial on all plans; however, steer clear of the free plans, as they offer very little. For full details about the product and how it can help you manage projects, check out our monday.com review.
More plans
Enterprise
Enterprise-level features.
Building a CRM and managing projects is a breeze in ClickUp.
More details about ClickUp:
Pricing: Free plan; Business plan costs $12 per user per month, billed annually
Website: clickup.com
Key CRM Features:
- Customizable CRM template
- More than 50 customer data report templates
- Email integration
Zoho CRM is an affordable add-on for those using Zoho Projects.
More details about Zoho CRM:
Pricing: Free plan; Professional plan costs $23 per user per month, with…
