10 Best CRMs for Project Management (Tested & Reviewed)

Byon July 01#business-tips
10 Best CRMs for Project Management (Tested & Reviewed)

Customer Relationship Management (CRM) software has evolved to support various aspects of project management. Integrating CRM with project management tools can streamline workflows, enhance communication, and boost productivity. This guide explores the ten best CRMs for project management, tested and reviewed for their features, pros, and cons.

What Is CRM Software for Project Management?

CRM software for project management combines customer relationship management and project management features. It helps businesses manage customer interactions while also overseeing project tasks, timelines, and resources. By integrating these functions, teams can ensure seamless communication and coordination.

Differences Between CRM Software & Project Management Software

CRM software primarily focuses on managing customer interactions, sales processes, and marketing activities. Project management software, on the other hand, is designed to manage project timelines, tasks, and resources. CRM for project management merges these functionalities, offering a comprehensive solution for managing both customer relationships and project workflows.

Best CRM Software for Project Management

1. Salesforce CRM

sales force

Salesforce CRM is a robust platform known for its extensive features in customer relationship management. It also offers project management capabilities, making it a versatile choice for businesses. Salesforce allows users to track customer interactions, manage sales pipelines, and oversee project tasks all in one place. 

When businesses opt for Salesforce, they often seek Salesforce service cloud implementation to ensure a smooth transition and optimal utilization of its features.


Comprehensive customer management

Project tracking and collaboration tools

Customizable dashboards and reports


Scalable and flexible

Extensive third-party integrations

Strong data security


High cost for small businesses

Steep learning curve

Requires significant customization

2. Odoo


Odoo is a versatile and comprehensive platform renowned for its robust features in business management and enterprise resource planning (ERP). It stands out for its integrated approach, offering a wide range of applications that cover various business functions such as sales, CRM, project management, accounting, inventory, and more.

Additionally, Odoo offers extensive third-party integrations, enhancing its functionality and compatibility with other software systems. This flexibility and integration capability make Odoo suitable for businesses of all sizes, from startups to large enterprises.

However, like any complex software, Odoo may have a learning curve, especially for users new to ERP systems. Businesses considering Odoo often opt for Odoo development services to ensure seamless implementation, customization, and ongoing support for maximizing the platform's benefits.


Comprehensive business management and ERP functionalities

Customizable workflows and modules

Integrated applications for sales, CRM, accounting, inventory, and more


Cost-effective compared to other ERP solutions

Flexible and customizable to suit business needs

Extensive third-party integrations for enhanced functionality


Learning curve for new users, especially in ERP environments

Requires development and customization for optimal utilization

3. Workast


Workast is an efficient work management platform designed to simplify teamwork. It offers robust features to delegate tasks, manage projects, run meetings, streamline processes, and provide visibility into team activities. Workast is trusted by over 100,000 teams, including major brands like American Express, Expedia, Twitch, and PayPal.


Comprehensive Work Management: Plan, deploy, and easily complete any project or task.

Customizable Spaces: Organize work to suit your needs, include templates for repetitive events, invite team members, define privacy settings, and customize with extensions.

Seamless Integrations: Reduce context switching and increase team adoption with integrations like Slack, Webex, Email, Calendar, and Zapier.

Flexible Views: View project progress in multiple ways, including lists, boards, calendars, and timelines.

Personalized Workflows: Use custom fields to create the perfect workflow for any project.


Enhanced Team Collaboration: Easily delegate tasks and manage projects, keeping everyone in the loop.

Visibility and Transparency: Gain clear visibility of what your team is working on.

Extensive Integration Options: Integrate seamlessly with popular tools like Slack and Zapier.

Customizable Workspaces: Tailor your workspace to fit specific project needs and privacy requirements.

Trusted by Major Brands: Proven reliability, trusted by large companies.

4. Zoho CRM


Zoho CRM is a comprehensive tool that integrates CRM and project management functionalities, providing a robust solution for businesses of all sizes. It features AI-driven insights, customizable dashboards, and extensive integration options, making it highly adaptable to various business needs. 

Zoho CRM’s affordability and flexibility are major advantages, offering strong performance without breaking the bank. 


Comprehensive CRM functionalities

Project management modules

AI-driven insights


Affordable pricing

Strong customization options

Wide range of integrations

5. ClickUp

click up

ClickUp is an all-in-one platform that combines task management, project timelines, and CRM functionalities. Its highly customizable interface allows users to tailor the software to fit their specific needs, making it a versatile tool for managing both projects and customer relationships. 

ClickUp offers various views such as lists, boards, and calendars, which help in tracking progress and ensuring deadlines are met. Its affordability and extensive feature set make it attractive to small and medium-sized businesses. 


Task management and project timelines

CRM functionalities

Customizable views and dashboards


All-in-one solution

Highly customizable

Affordable pricing

6. Asana


Asana is a well-known project management tool that offers CRM integration options, making it suitable for managing both tasks and customer relationships. It features customizable workflows, project timelines, and robust collaboration tools. 

Asana’s user-friendly interface and flexible project views, such as lists, boards, and calendars, enhance team productivity and ensure projects stay on track. 


Task and project management

CRM integration options

Customizable workflows


User-friendly interface

Flexible project views

Strong collaboration tools

7. Trello


Trello is a popular tool that uses a Kanban-style board for project management and offers CRM power-ups for managing customer relationships. Its visual task management system makes it easy to track progress and collaborate with team members. 


Kanban-style project management

CRM power-ups

Collaboration tools


Easy to use

Visual task management

Free tier available

8. Insightly


Insightly combines CRM and project management features, providing a comprehensive solution for businesses looking to manage customer interactions and project tasks in one platform. 

It offers customizable dashboards, automation tools, and integration options, making it adaptable to various business needs. Insightly’s user-friendly interface and comprehensive feature set offer good value for money. 


CRM and project management in one

Customizable dashboards

Automation tools


Comprehensive feature set

User-friendly interface

Good value for money

9. Wrike


Wrike is a powerful project management tool that integrates CRM functionalities, making it suitable for managing both customer relationships and project tasks. It offers advanced project management features, real-time collaboration tools, and extensive integration options. 


Advanced project management tools

CRM integrations

Real-time collaboration


Robust project management capabilities

Strong integration options

Scalable for different team sizes

10. Pipedrive


Pipedrive is a sales-focused CRM that offers project management add-ons, providing a seamless way to manage both sales pipelines and project tasks. It features automation and AI tools that help streamline workflows and improve productivity. 


Sales-focused CRM

Project management add-ons

Automation and AI tools


Easy to use

Affordable pricing

Strong sales pipeline management


Selecting the right CRM for project management depends on your specific business needs. Each of the CRMs listed offers unique features, pros, and cons. Evaluate these options based on your requirements to find the best fit for enhancing both your customer relationship management and project management processes.

Make teamwork simple with Workast