9 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.

9 Best CRM Project Management Tools For Your Business

A CRM combined with project management software can be a powerful tool for your company. It is critical to be able to integrate all of your different applications and tools.

So that you can manage customer data and project-related company activities. This article will discuss how having a CRM and project management solution can benefit businesses.
CRM Project administration
CRM and project management have a symbiotic relationship. Having an all-in-one project management and CRM solution combined makes it easier for small business owners to manage their customer data and project-related business activities, while also strengthening customer relationships.

This can be a great way to stay in touch with clients because you will have an automated system for them to provide feedback when they complete tasks or feel the project is going well.
Benefits
CRM combined with project management can assist you in developing a more organised system for project management. You'll be able to easily identify which tasks need to be completed in order of importance by setting timelines or deadlines, and you'll be able to create progress reports.

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

CRM Features of Project Management
Support for change
Budgeting and management
Project planning that is effective, including Gantt charts
Workflow reports for projects or portfolios
Tools for facilitating client collaboration/communication, such as team chat systems and project management
Tracking important project milestones and the progress of tasks with completion dates.
9 Best Project Management CRMs

  1. Work
    Work offers a CRM solution that includes project management and billing capabilities. It is one of the most reasonably priced all-in-one solutions on the market.
    This makes it appealing to small businesses in need of a solution to accommodate a workforce that wears many hats.
    The CRM's project management features include 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 receive alerts when certain tasks are completed.
    This powerful yet affordable all-in-one solution handles everything from invoicing to expense tracking and includes features such as:
    Self-service platform for project management that does not require manual updates from the IT department.
    Tools for collaboration that facilitate team communication and client collaboration.
    Integration with third-party applications like MailChimp, Trello, Slack, Google Apps, and others.

    2.Apptivo
    Apptivo is a web-based CRM that offers over 50 'apps' (modules) to individual businesses.
    Apptivo is an appealing option for small businesses that want to combine many different aspects of their business into one software package - as well as project management - due to the number of apps, modular design, and affordable price point.
    Apptivo CRM includes apps for HR management, supply chain management, and financials.
    Agile support, budget control, and management tools for effective project planning, including Gantt charts to track progress, are all included in Apptivo's CRM plus project management features.
    Reports on workflows are also useful, as are tools for collaboration and communication with clients, such as project management tools and team chat systems.
    Apptivo also includes project manager-specific features such as tracking important milestones for the projects being managed, which can be useful in meeting client deadlines or budgets.

    3.Sugar
    Sugar is one of the market's most well-known CRMs. Sugar has a wide range of modules to meet almost any business need, and it has provided project management functionality since 2007.
    Users have complete control over campaigns, with all project-related information in one place.
    The advantages are that you will be able to easily identify which tasks need to be completed in order of importance by setting timelines or deadlines, and you will be able to create progress reports.
    This can be a great way to stay in touch with clients because you will have an automated system for receiving feedback from them when tasks are completed or the project is going well.
    Project management features are available in all SugarCRM product editions, and while the minimum ten user licence will deter small businesses and early-stage startups, larger organisations will find the software reasonably priced for the features it provides.

4.Insightful
Insightly's small business CRM offers a comprehensive set of project management features at an affordable price. These are fully functional in the free version of the software (for up to two users), making it an ideal option for early-stage startups and sole proprietors who would not otherwise be able to afford it.
Clients can upgrade or downgrade to any of Insightly's five pricing plans at any time, providing unparalleled flexibility for high-growth businesses.
Users can view project management features. It is one of the most reasonably priced all-in-one solutions on the market. This makes it appealing to small businesses in need of a solution that can accommodate a workforce that wears many hats.
Users can also access their CRM on the go by downloading the Insightly mobile app for iOS or Android.
The software is designed with flexibility in mind, and it includes a wide range of project management features such as portfolio management and collaboration tools, allowing you to easily communicate with team members about projects without relying on email.

5.Podio
Citrix offers Podio, a CRM and project management tool. Companies looking for a robust and adaptable CRM tool that integrates well with existing software will find it appealing.
G Suite, email, Excel, and GoToMeeting are among the integrations offered by Podio, as are the less common Zendesk, Zapier, and FreshBooks.
Podio is a well-known CRM tool in the project management space, but it also has an open API that allows developers to integrate it with other software, giving users a lot more flexibility in how they use their Podio account.
With this variety of integrations and customization options, it's no surprise that Podio is a popular choice for organisations with complex needs.
Apollo HQ CRM (Customer Relationship Management)
Apollo HQ is a project management tool with CRM functionality, and if you're looking for something with a strong emphasis on projects, this could be the right choice.
It has powerful features like automatic reporting generation based on predefined criteria, which makes it simple to measure how tasks are completed in relation to budgets or other metrics.
Apollo HQ also automatically handles recurring tasks, so you don't have to worry about scheduling the same task over and over.
It's a good option for those who want automation but don't want to give up control of their data - all marketing campaigns can be scheduled in advance, eliminating the need to manually enter customer information or other data on each occasion.

6. Zoho
Zoho Projects is a project management tool that allows you to manage projects for free, regardless of which edition of Zoho CRM you are using.
It has a slew of features, such as Gantt charts and milestones, that make it simple to stay on top of deadlines and track progress.
The software also allows you to share files with your team, use project templates, and collaborate on tasks.
It also has a powerful API that allows developers to integrate the software into other platforms such as JIRA or Basecamp, making it an appealing option for businesses that want to centralise their projects but already have some tools in place.

7.NetSuite SRP
NetSuite's SRP is the only cloud solution that combines ERP and professional services automation in a single software product. Although it is not technically a CRM, NetSuite does offer a companion CRM product (CRM+) that integrates easily.
SRP is thus ideal for businesses that require ERP but also require fully integrated project management functionality.
SRP, like all NetSuite products, includes a variety of powerful features, such as customizable timesheets and billings, as well as built-in workflows that make it simple to automate repetitive tasks.
The software is designed with flexibility in mind, and it includes a wide range of project management features such as portfolio management and collaboration tools, allowing you to easily communicate with team members about projects without relying on email.

8. Salesforce TaskRay Project Management
TaskRay is a native Salesforce platform project management solution, which means that all information contained within the app can be linked to existing Salesforce data such as accounts, opportunities, and contacts.
TaskRay is particularly simple to install and implement for Salesforce users because it is available on the AppExchange.
Project managers can use TaskRay to visualise their data in the way that works best for them, including a variety of projects via email, Excel, and GoToMeeting, as well as less common Zendesk, Zapier, and FreshBooks.

9. Crowe Project Management.
Crowe Project Management is a powerful add-on that transforms Microsoft Dynamics into a project management tool from a sales-focused CRM. It is suitable for businesses of all sizes and handles project management seamlessly.
Whether you are the project manager or dealing with customer service, it will keep everyone informed about time-sensitive tasks, budgets, and overall progress.

This CRM tool is compatible with Outlook, making it simple to manage incoming emails and convert them into tasks within the app.
In addition, Crowe Project Management gives you complete control over your data, so if privacy is important to your company, this could be the right choice.
If managing projects in your CRM is important to you, this software provides real-time project dashboards that are especially useful for managers.
Users can drill down into project details and quickly resolve issues, making it ideal for those who require more than just the basic overview provided by many other tools.

There are many options in the CRM world, but these ten tools are all worth considering if your company requires a more robust solution to help manage projects.

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

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