Top 10 Project Management Software With CRM (2026)

Last updated Dec 22, 2025

Project management software with CRM brings client relationships and project timelines together into a single integrated solution using project management tools.

In this article, we’ll cover both all-in-one platforms and popular business apps you can integrate for an efficient workflow.

You’ll also find pros and cons, real user reviews, and recommendations on which teams each solution fits best.

List of Project Management Software With CRM (Paid & Free)

1. Productive – Best for Unified CRM Project Management
2. Hubspot - Best for Complex Needs
3. Insightly – Best for Managing the Full Customer Journey
4. Flowlu - Best for Integrated Client Work
5. Nimble - Best for Lightweight PM Needs
6. Teamwork - Best for Integrating Apps
7. Zoho - Best for Process Automation
8. Monday - Best for Work Organization
9. Bitrix24 - Best for Complex Projects
10. Trello - Best for Team Communication

1. Productive – Best for Unified CRM Project Management

Productive is one of the best integrated options for project tracking and CRM in professional services companies. It’s designed specifically to support project work, teams, clients, and overall workflows – including budgeting and resource planning.

The biggest benefit of using Productive is being able to manage all key operations in one platform, which supports efficiency and provides more reliable data.

Sales CRM With a Visual Pipeline and Analytics

Productive’s Sales CRM feature combines multiple useful functionalities for sales teams.

These sales CRM features include:

• Customizable pipeline stages and a Kanban-board interface for tracking deals.
• Collaboration on each individual deal, including tasks, assignees, and deadlines.
• Forwarding emails to a sales inbox in Productive and assigning them to specific deals to keep communication in one place.
• Building quotes/proposals by using your agency rate card data.
• Creating and comparing deal scenarios to find the most accurate estimate with the Scenario Builder.
• Sales team scheduling for a high-level overview of availability.
• Viewing reports on sales revenue, performance by sales rep, and more.
• Converting won deals into projects and monitoring progress.

Real-Time Project Management with Free Client Collaboration

Once you’ve won a deal, you can start managing your project from start to finish with the Project Management feature.

Switch between multiple project views including Kanban boards, Gantt chart, Calendar, List, Workload view, and more.

Productive allows for individual task expansion with subtasks, to-dos, and dependencies, enabling detailed project management. The Client Portal allows for collaborative client engagement.

Resource Planning With Complete Visibility Into Team Capacity

With Productive’s Resource Planning, you can get a high-level overview of your project progress and employee workloads.

Real-Time Budgeting With Automated Alerts for Overruns

Productive supports financial management through Budgeting which allows you to define employee billable rates and manage invoices.

Reporting With Real-Time Dashboards and 50+ Templates

Productive uses data to create visual reports through its Reporting feature, offering custom report creation.

Seamless and Easy Integrations With the Tools You Already Use

Integrations are available with various tools including Slack, Google Calendar, and Xero for accounting, providing extensive flexibility.

Pricing

• Essential plan at $10 per user per month: basic features like budgeting, project management, and reporting.
• Professional plan for $25 per user per month: includes advanced features like custom fields and reports.
• Ultimate plan: comprehensive features with additional integrations.

2. Hubspot – Best for Complex Needs

HubSpot is a popular CRM solution optimized for marketing and sales teams, focusing on:

• Workflow automation
• Pipeline management
• Integrations with productivity tools

3. Insightly – Best for Managing the Full Customer Journey

Insightly integrates sales, marketing, and project management, featuring:

• Contact and lead management
• Workflow automation
• Dashboards and reporting

4. Flowlu – Best for Integrated Client Work

Flowlu features project management integrated with CRM capabilities, but lacks resource planning.

5. Nimble – Best for Lightweight PM Needs

Nimble is CRM-focused and provides lightweight project management functionalities.

6. Teamwork – Best for Integrating Apps

Teamwork is ideal for managing business processes across its various modules.

7. Zoho – Best for Process Automation

Zoho offers a range of tools for managing sales, relationships, and project processes.

8. Monday – Best for Work Organization

Monday provides tools for work and project management but at a higher integration cost.

9. Bitrix24 – Best for Complex Projects

Bitrix24 offers CRM and project management features but reportedly has user experience issues.

10. Trello – Best for Team Communication

Trello is user-friendly but lacks comprehensive CRM functionalities.

CRM vs. Project Management Software: Key Differences

CRM focuses on managing customer relations and sales processes, while PMS supports project execution and resource management.
Both tools together optimize professional service operations.

FAQ

• How are CRMs and project management CRMs different?
  CRMs focus on customer relationships while project management CRMs handle project workflows.

• What are some best CRM software options?
  HubSpot, Salesforce, and Productive are recommended for various business sizes.

• Can you integrate CRM software with project management tools?
  Yes, many options exist, including Productive for seamless data flow.

• What features to look for in CRM project management?
  Sales tracking, task management, collaboration, and reporting are key features to consider.

• What are free CRM project management software examples?
  Bitrix24, Flowlu, and Trello are noted for their free offerings.

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