10 Best CRM Project Management Tools For Your Business

CRM plus project management can help you create a more organized system for managing projects. You'll be able to easily identify which tasks need completing in order of importance by setting up timelines or deadlines, and create reports on progress.

10 Best CRM Project Management Tools For Your Business

A CRM plus project management software can be a powerful tool for your business. It's important to have the capability to integrate all of your different applications and tools.

So that you can manage customer data and company activities related to projects. This article will explain how having a CRM plus project management solution is beneficial for businesses.

CRM Project management

The relationship between CRM and project management is symbiotic. Having an all-in-one project management and CRM solution combined makes it easier for small business owners to manage their customer data and business' activities related to projects, thus strengthening the relationships with customers at the same time.

This can be a great way to stay in touch with clients, since you will have an automated system of feedback for them to provide when they complete tasks or feel like the project is going well.

Benefits

CRM plus project management can help you create a more organized system for managing projects. You'll be able to easily identify which tasks need completing in order of importance by setting up timelines or deadlines, and create reports on progress.

The benefits of having a CRM plus project management include having the ability to integrate your software with many different applications that assist customer support, tracking engagement and follow ups, quotes, invoices and payments.

CRM Project Management Features

  • Agile support
  • Budget control and management
  • Effective planning of a project, including Gantt charts
  • Reports on workflows for projects or portfolios
  • Tools to enable easy collaboration/communication with clients such as team chat systems and project management
  • Tracking important milestones for the project and tracking progress of tasks with completion dates.

10 Best CRMs for project management

1. Work[etc]

Work[etc] provides a CRM solution that encompasses project management and billing functionalities. Price-wise it is one of the most affordable all-in-one solutions on the market.

This makes it attractive to small businesses who need a  solution to fit a workforce that wears many hats.

The project management side of the CRM includes built-in project budgeting, the ability to attach key documents to a project, and a clever feature that allows you to create a dependency between tasks and trigger alerts once certain tasks are complete.

This powerful yet affordable all-in-one solution encompasses everything from invoicing to tracking expenses, and includes such useful features as:

  • Self service platform for managing projects without involving the IT department with manual updates.
  • Collaboration tools to allow for easy team communication and client collaboration.
  • Integration with other applications such as MailChimp, Trello, Slack, Google Apps and more.

2. Apptivo CRM

Apptivo is a web-based CRM with over 50 'apps' (modules) that are available to individual businesses.

The number of apps, modular design and affordable price point make Apptivo an attractive option for small businesses who want to combine many different aspects of their business into one software package - as well as project management.

With CRM, Apptivo offers apps for HR management, supply chain management and financials.

Apptivo's CRM plus project management features include agile support, budget control and management tools for effective planning of projects including Gantt charts to track progress.

Other helpful features are reports on workflows as well as collaboration and communication with clients such as project management tools and team chat systems.

Apptivo also includes features specific to project managers such as tracking important milestones for the projects that are being managed, which can be helpful in meeting client expectations of deadlines or budgets.

3. SugarCRM

SugarCRM is one of the most well-known CRMs on the market. Sugar offers a wide range of modules to meet just about any business need, and has been offering project management functionality since back in 2007.

Users can take full control over campaigns with all information related to projects consolidated in one place.

The benefits are that you'll be able to easily identify which tasks need completing in order of importance by setting up timelines or deadlines, and create reports on progress.

This can be a great way to stay in touch with clients, since you will have an automated system for feedback from them when they complete tasks or feel like the project is going well.

Project management features are available in all of SugarCRM's product editions, and whilst the minimum ten user license will put off the smallest organizations and early-stage startups, more established companies will find the software reasonably priced for the features it offers.

4. Insightly

Insightly's small business CRM provides a full set of project management features at a very reasonable price. These are fully available in the free version of the software - for up to two users - making it a perfect option for early-stage startups and sole traders who couldn't otherwise afford it.

Clients can switch up or down to any of Insightly's five pricing plans at any time, offering an unparalleled amount of flexibility for high-growth companies.

Users can view project management functionalities. Price-wise it is one of the most affordable all-in-one solutions on the market. This makes it attractive to small businesses who need a solution that fits a workforce that wears many hats.

Users can also utilize the Insightly mobile app for iOS or Android to access their CRM on-the-go.

The software is designed with flexibility in mind, and it offers a wide range of features that are geared towards project management such as portfolio management and collaboration tools so you can easily communicate with team members about projects without having to rely on email.

5. Podio CRM

Podio is a CRM and project management tool provided by Citrix. It will appeal to companies looking for a robust and adaptable CRM tool that integrates well with existing software.

Podio’s list of integrations includes G Suite, email, Excel and GoToMeeting, as well as the less common Zendesk, Zapier and FreshBooks.

Podio is one of the most well-known CRM tools in the project management space, but offers an open API that enables developers to integrate it with other software - giving users a lot more flexibility for how they use their Podio account.

With this range of integrations available and all sorts of customization available, it’s no wonder that Podio is a popular choice for organizations with complex needs.

6. Apollo HQ CRM

Apollo HQ is a project management tool that also has CRM functionality, and if you're looking for something with a strong focus on projects in particular then this could be the right choice.

It offers powerful features such as automatic reporting generation based on predefined criteria to make it easy to measure how tasks are being completed against budgets or other metrics.

Apollo HQ also handles recurring tasks automatically, so you don't have to worry about scheduling the same task over and over again.

It's a good option for those who want automation but are not keen on giving up control of their data - all marketing campaigns can be scheduled in advance without any need for inputting customer details or other data on each occasion.

7. Zoho Projects

Zoho Projects is a project management tool that offers the ability to manage projects for free - no matter what edition of Zoho CRM you are using.

It has all sorts of features, including Gantt charts and milestones which make it easy to keep on top of deadlines and monitor progress.

The software also includes the ability to share files with your team, make use of project templates and collaborate on tasks.

It also features a powerful API that enables developers to integrate the software into other platforms such as JIRA or Basecamp - making it an attractive option for companies who want their projects in one place but already have some existing tools at work.

8. NetSuite SRP

NetSuite’s SRP is unique in that it’s the only cloud solution that unites ERP and professional services automation in one software product. It’s not technically a CRM in itself - but NetSuite do offer a companion CRM product (CRM+) that integrates easily.

SRP is therefore ideal for companies who need ERP, but want fully-integrated project management functionality alongside it.

As with all of NetSuite’s products, SRP offers a range of powerful features, including customizable timesheets and billings as well as inbuilt workflows which make it easy to automate repetitive tasks.

The software is designed with flexibility in mind, and it offers a wide range of features that are geared towards project management such as portfolio management and collaboration tools so you can easily communicate with team members about projects without having to rely on email.

9. TaskRay Project Management for Salesforce

TaskRay is a project management solution native to the Salesforce platform, meaning that all information contained within the app can be tied to existing Salesforce data like accounts, opportunities and contacts.

As it is available on the AppExchange, TaskRay is particularly easy for install and implement for Salesforce-using companies.

With TaskRay, project managers can visualize their data in the way that best suits them - a range of projects over the email, Excel and GoToMeeting as well as less common Zendesk, Zapier and FreshBooks.

10. Crowe Project Management

Crowe Project Management is a powerful add-on that expands Microsoft Dynamics from a sales-focused CRM into a project management tool. Suitable for companies of all sizes, it takes care of project management seamlessly.

Whether you are the manager of the project or dealing with customer service, it will keep everyone in the picture when it comes to time-related tasks, budgets, and general progress.

This CRM tool can be integrated with Outlook, making it easy to keep on top of incoming emails and convert them into tasks within the app.

Alongside this, Crowe Project Management gives you full control over your data - so if privacy is a priority for your business then this could be the right choice.

If managing projects in your CRM is a priority, this software offers real-time project dashboards which are designed to be especially useful for managers.

Users can drill down into the details of projects and resolve issues quickly - making it perfect for those who need more than just the basic overview offered by many other tools.

The CRM world is full of options, but these ten tools are all worth considering if your company needs a more robust solution to help manage projects.

If you're not sure which option would work best for your organization or what features might be most important to have in a project management tool, take some time to research the various options and then choose the one you think will work best for your needs.