Top 7 CRM Project Management Tools for Your Business

Integrating a CRM with project management software can offer significant benefits to companies. Combining customer relationship management and project management can streamline your operations, increase efficiency, and improve collaboration between project teams.

The use of a single software solution that combines both project management features and those of CRM enables business owners to streamline their operations and enhance their ability to manage projects and customer relationships.

This article will discuss the top 7 CRM project management solutions and how they can improve your business.

What is a CRM project management tool?

A CRM project management tool is a project management tool that combines the features and functionalities of customer relationship management (CRM) and project management tools.

This integration allows businesses and project managers to manage customer data and project-related activities in one system, improving efficiency, productivity, and customer satisfaction.

Why use CRM project management tools for your businesses?

1. Streamlined Operations

Using a single tool for both CRM and project management can help you streamline your operations and eliminate the need for multiple applications. This approach can save you time and effort, improve data accuracy and consistency, and reduce the likelihood of errors.

2. Enhanced Collaboration

Collaboration is key to project success, and CRM project management software provides a centralized platform for team members to work together, share information, and collaborate in real-time.

This can help improve communication, boost productivity, and increase the likelihood of project success.

3. Improved customer relationships

A CRM project management tool enables you to manage customer data and interactions more effectively, resulting in better customer relationships. 

By having a single system to collect customer information, track leads, monitor sales pipelines, and respond to customer inquiries, you can provide a more personalized and responsive customer experience.

4. Better Business Insights

CRM project management tools use detailed reports and dashboards to provide valuable insights into your operations, including employee performance, project progress, and customer behavior. 

These insights can help you make informed decisions and optimize your operations for maximum efficiency and profitability.

List of the best CRM project management tools

1. ClientVenue

ClientVenue is a comprehensive CRM project management software designed to help you manage your workflow, optimize operations, track progress, and foster collaboration among team members and clients.

ClientVenue is a CRM project management solution designed to make your work easier by offering comprehensive support for project management, scheduling, billing and invoicing, and revenue tracking tasks.

The comprehensive CRM project management system of ClientVenue support starts from the initial contact with a client through the final payment.

Features

• Billing and invoicing
• Client onboarding
• Project management
• Reporting
• Resource management
• Scheduling

Pros

• It improves and ensures seamless collaboration.
• It offers efficient time-tracking tools.
• It supports automated workflows and project execution.
• It is highly customizable.

Cons

• Because of its many features it takes a bit of time to get used to the tool.

Pricing

ClientVenue has two pricing plans. They both come with a full-featured 14-day trial.

Professional

Its features include unlimited projects, a 10 GB storage drive, timesheets and resource management, client invoicing and payments, a branded white-label portal, people performance reports, integrations, and priority support.

Enterprise

It includes everything offered in the Professional Plan, along with additional benefits like client accounts, a 100 GB storage drive, a dedicated services selling page, a dedicated accounts manager, custom development, 1-on-1 custom onboarding, coaching, and daily standups.

2. Podio

Podio is a powerful collaboration tool that provides an all-in-one platform for managing projects, customer relationships, and team communication.

It is designed to make tracking leads and sales as lightweight and easy as possible while providing real-time communication and task management in one place, making it the first choice for CRM.

Podio functions as a single-page project management CRM software that simplifies collaboration and task completion, whether you are working on a project or following up on closing a sales lead.

Features

• Automated Workflows
• Data Visualization
• Social Collaboration
• Task Management
• Calendar
• Unlimited Storage

 Pros

• It is highly customizable.
• It is excellent for small businesses.
• It is easy to use and also user-friendly

Cons

• It has a learning curve
• Initial setup is a difficulty

Pricing

Podio has three pricing plans.

Free plan

The Free plan is free and available for up to five employees. This plan offers task and project management functionality, apps, and workspaces.

Plus

The Plus plan costs $14 per month on monthly billing or $11.20 per month on annual billing. It is designed to automate workflows to help save time. It offers Task management, Apps and workspaces, Unlimited items, User management, Unlimited external users, Light user role, Automated workflow, and Read-only access.

Premium

The Premium plan costs $24 per month on monthly billing or $19.20 per month on annual billing. This plan includes a full suite of advanced features as it features everything in the Plus plan, visual reports, interactive sales dashboards, cloud phone system, power dialer, and advanced workflow automation.

3. Zoho CRM

Zoho CRM is customer relationship management software that can be used by businesses of all sizes to manage and grow their sales by customizing processes, creating sales workflows, and leveraging powerful reporting tools.

It is state-of-the-art software that allows companies to bring together their sales and marketing teams and customer support solutions in a central environment, which leads to more conversions and better business outcomes.

Features

• Process management
• Email analytics
• Customizable reports
• Dashboards
• Workflow conversion
• Salesforce automation

Pros

• It is relatively easy to use
• Zoho CRM is highly customizable
• It is well known for its tight security
• It is an all-in-one solution

Cons

• Integration with other platforms is limited
• There is a learning curve for new users
• The mobile app has limited functions

Pricing

Zoho CRM offers several pricing plans to suit the needs and size of the client organization.

Standard Plan

This plan is priced at $18 per user per month when billed monthly or $12 per user per month when billed annually. It is best suited for automating and optimizing the sales cycle.

Professional Plan

This plan is priced at $30 per user per month when billed monthly or $20 per user annually. It is designed to help businesses improve customer acquisition and accelerate growth.

Enterprise Plan

This plan is priced at $45 per user per month when billed monthly or $35 per user per month when billed annually. It offers complete CRM functionalities to manage global CX operations.

Ultimate Plan: This plan is priced at $100 per user per month when billed annually. It provides dedicated BI capabilities to help businesses scale exponentially.

4. Pipedrive CRM

Pipedrive CRM is a cloud-based CRM that offers a visual pipeline interface for managing deals and leads. It is a simple yet powerful tool that enables businesses to streamline their sales process and prioritize values and tasks.

Pipedrive CRM offers a range of features that enable salespeople to record, track, and manage customer information.

Features

• Sales automation
• Customizable email templates
• Scheduler
• Customizable reports
• Workflow automation

Pros

• It is straightforward to use.
• It has an intuitive UI design.
• Its custom reporting capabilities are of high quality.
• It supports a wide range of app integrations.
• Communication tracking is top notch

Cons

• Meant for small to mid-scale businesses
• It doesn't offer integrations with larger-scale companies such as SAP or Oracle.
• Its features for handling marketing are limited.

Pricing

Pipedrive CRM offers four different pricing plans with varying features and capabilities to meet the needs of other businesses. All the plans that come with a free 14-day trial include the following:

Essential

The Essential plan costs $11.90 per user per month when billed monthly or $9.90 per user per month when billed annually. It includes lead, deal, calendar, pipeline management, simple data import and customization, 24/7 support, and 300+ integrations.

Advanced

The Advanced plan costs $24.90 per user monthly or $19.90 monthly on annual billing. It includes all the features of the Essential plan plus full email sync with templates and scheduling, group emailing with open and click tracking, and customizable automation with an in-depth automation builder.

Professional

The Professional plan costs $49.90 per user per month when billed monthly or $39.90 per user per month, billed annually, and includes all the features of the Advanced plan plus the ability to create, manage, and eSign documents and contracts, revenue projections and forecasts, and enhanced custom reporting.

Enterprise

The Enterprise plan costs $74.90 when billed monthly or $59.90 per user per month when billed annually. It includes all the features of the Professional plan plus unlimited user permission and visibility settings, additional and heightened web-app security preferences, an implementation program, and phone support with no feature usage limits.

5. Agile CRM

Agile CRM is a CRM solution that offers a range of features, including contact management, lead tracking, sales forecasting, and analytics.

It is a simple yet effective tool that enables businesses to manage their customer relationships, marketing campaigns, and sales processes in one place.

Features

• Employee Management
• Contracts
• Project Management
• Workflow Automation
• Finance Management.

 Pros

• Its features are comprehensive.
• It is highly customizable.
• It offers white labeling with a custom domain.
• It is extremely easy to use.

Cons

• It has limited integration.
• The dashboard is not very impressive.
• High learning curve for new users

Pricing

Agile has three pricing plans divided Basic, Pro, and Premium.

Basic

The Basic plan is free and ideal for businesses that only want the basics. The Basic program supports two clients with 100 leads, two projects, five invoices, and up to 500mb of files.

Pro

The Pro plan costs $7.99 per user per month on annual billing and is ideal for businesses with small teams. It offers unlimited contacts, unlimited projects, tasks, time trackers, unlimited invoices, unlimited products, files up to 100 GB, and more.

Premium

This annual billing plan costs $11.99 per user per month and is ideal for businesses with a medium-sized teams. The Premium plan offers advanced features of everything in the Pro plan and includes three deals pipelines, subscriptions, unlimited files, and more.

6. Monday.com

Monday.com is a project management app that offers customizable workflows and boards that can be used to manage sales leads, customer relationships, and project workflows.

Monday.com is a custom-built software to meet your team's specific requirements with its comprehensive tools that facilitate task management, team collaboration, and time tracking.

Features

• Collaboration Tools
• Customizable dashboard
• Multiple views
• Time tracking
• Integration

Pros

• It is customizable.
• It is user-friendly.
• Team members can communicate and collaborate effortlessly.
• It supports a wide range of integrations.
• Time tracking is highly efficient.

Cons

• There is a limitation to reporting.
• Customization is limited.
• There is a learning curve for new users.

Pricing

Monday.com offers five pricing plans to suit different needs.

Individual

The Individual plan is free. It allows up to 3 boards, 200+ templates, and over 20 column types, among other features.

Basic

The Basic plan costs $8 per seat/month. It includes everything in the Individual plan, unlimited items, 5 GB of file storage, and more.

Standard

The Standard plan is priced at $10 per seat/month. It includes all features in Basic, plus a timeline and Gantt views, guest access, and automation.

Pro

The Pro plan costs $16 per seat/month. It includes all Standard features, private boards and docs, time tracking, and more.

Enterprise

For Enterprise-scale businesses, Monday.com offers a customized plan with tailored onboarding, advanced reporting, multi-level permissions, and support, among other features.   

ClientVenue: The best CRM Project Management Tool

ClientVenue is the best CRM software management tool on the market, as it provides a user-friendly experience for client administration, invoicing, and billing. Its outstanding features make it a seamless task for businesses of any size.

ClientVenue supports CRM through its customer portal feature. This feature enables you to provide 24/365 access to important information such as product information, order status updates, and billing information.

You can use this feature to create a personalized experience for your customers and to build stronger relationships with them.

ClientVenue also offers a range of features supporting other CRM features, such as lead tracking, sales automation, and email marketing. These tools allow you to manage your customer interactions more efficiently and keep track of all their sales activities in one place.

The project management capabilities offered by ClientVenue are comprehensive and allow users to manage multiple projects efficiently. It has customizable workflows, project templates, and triggers; users can easily automate tasks like sending invoices, contracts, and questionnaires.

ClientVenue makes provision for added convenience with the inclusion of video tutorials and customer support. This helps new users get started and maximize its features. This allows even those who are not tech-savvy to navigate it with ease.

ClientVenue includes several key features that make it stand out from other similar products:

1. Time Tracking

ClientVenue makes it easy to track time spent on client projects, allowing users to accurately measure billable hours. Time tracking allows you to log the exact start and end times for each task, making it easy to invoice clients accurately and keep a record of how much time is devoted to each task.

2. Customizable Branding

Customizable branding allows users to customize the look and feel of their workspace to their own specifications. This could include creating custom logos and color schemes, as well as adding custom icons and text.

3. Project Management

Create projects and assign tasks to team members, set due dates, monitor progress and ensure successful completion of each project. Project management features make it easy to organize tasks and keep track of project progress.

4. Collaboration Tools

Chat with your team members in real-time, share files securely, and assign tasks to the right people. ClientVenue collaboration tools helps you streamline your workflow and keep everyone informed. These include chats, notifications, messages, and more. With these tools, you can stay connected with your team no matter where you are.

5. Automated Workflows

Automate repetitive tasks and ensure consistent workflows across all projects. Automated workflows help streamline the process of getting projects done by automating tasks and scheduling workflows. This eliminates the need for manual input and saves time.

6. Analytics and Reporting

Keep track of performance and analyze results with powerful metrics and dashboards. Analytics and reporting provide insights into how work is progressing and help identify areas that need improvement. This helps managers allocate resources more effectively.

7. Client Management

Manage client requests, tasks, documents, and payments all within a single platform. It helps you manage relationships with clients and track key metrics such as sales, conversions, and customer satisfaction. This makes it easier to identify areas where clients can be better served.

Conclusion

ClientVenue is the best tool when it comes to providing the services of a full CRM system as well as project management software. Its design offers the best features and benefits to its users.

It enables teams to remain connected, organized, and productive and also takes care of customer relationship management. This makes it a top choice for businesses, regardless of their size.

The capabilities of ClientVenue are available for you to test through its 14-day trial period before you can pay for the pricing plan that suits your business needs. With this, you can explore the functionalities of ClientVenue.

ClientVenue stands out as the best CRM project management solution.