In today’s competitive market, businesses need more than just a CRM (Customer Relationship Management) or project management tool. They need a platform that combines sales, customer data, task tracking, collaboration, and project delivery. A CRM and project management software integrates both worlds, giving teams the ability to manage customer relationships while tracking project timelines, budgets, and deliverables in one place.
Why Businesses Need Combined CRM + Project Management Software
- Centralized Data: All customer info, tasks, and projects in one system.
- Improved Collaboration: Sales, support, and project teams work together seamlessly.
- Automation: Automate follow-ups, task assignments, and reporting.
- Revenue + Delivery Alignment: Track both sales pipelines and project progress.
- Scalability: One tool instead of juggling multiple apps.
Key Features of CRM with Project Management
- Sales Pipeline & Deals Tracking
- Contact & Client Management
- Project Planning & Task Management
- Collaboration Tools (chat, file sharing, notes)
- Time Tracking & Billing
- Automation Workflows
- Custom Dashboards & Reports
- Mobile Access for On-the-Go Teams
Best CRM and Project Management Software in 2025
| Software | Best For | Key Features | Pricing (Approx.) |
|---|---|---|---|
| Zoho CRM + Zoho Projects | SMBs | CRM + project management, automation, integrations | From $20/user/month |
| HubSpot + Asana/Trello | Marketing & Sales Teams | CRM + project management via integration | Free + Paid Plans |
| monday.com CRM | All-in-One Solution | CRM, project tracking, automation | From $24/user/month |
| Insightly CRM | Growing Businesses | CRM + project management built-in | From $29/user/month |
| Bitrix24 | SMBs & Enterprises | CRM, tasks, collaboration, communication suite | Free + Paid Plans |
| Odoo CRM + Project | Startups | Open-source ERP with CRM + project features | Custom Pricing |
Benefits of Using CRM with Project Management
- One Platform, No Silos: Sales teams and project teams share the same data.
- Faster Client Onboarding: Convert closed deals into active projects instantly.
- Better Transparency: Clients and teams track progress together.
- Cost Efficiency: No need to buy separate tools.
- Data-Driven Growth: Combined insights from sales + operations.
High CPC Keywords for SEO
- CRM and Project Management Software
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- Top CRM and Project Management Solutions
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FAQs on CRM and Project Management Software
1. What is CRM and project management software?
It is a
business tool that combines CRM (sales, customer management) with
project management (task, timeline, collaboration) in one platform.
2. Who should use CRM + project management?
Best for
SMBs, startups, agencies, IT service firms, and enterprises
needing both sales + delivery management.
3. Which is the best CRM with project management
built-in?
Popular choices include Insightly, Bitrix24,
monday.com CRM, and Zoho.
4. Is HubSpot a CRM with project management?
HubSpot is
mainly CRM, but it integrates with Asana, Trello, or monday.com
for project management.
5. Can CRM and project management tools improve revenue?
Yes,
by aligning sales + project delivery, businesses close deals
faster and deliver projects on time.
6. How much does CRM + project management software
cost?
Pricing ranges from $20–$50 per
user/month, depending on the platform and features.
7. Are these solutions cloud-based?
Yes, most CRMs with
project management are cloud-based SaaS platforms with mobile
apps.
Conclusion
A CRM and project management software is the best solution for companies that want sales growth and project success in one system. Whether you choose Insightly, Zoho, monday.com, or Bitrix24, these tools provide a centralized hub for client management, collaboration, and delivery tracking—helping businesses save time, reduce costs, and boost profitability.