Business, Startups & Finance

Top 30 Integrated CRM & Project Management Tools for Small Teams

Curated list of the best all‑in‑one solutions that blend customer relationship management with project management features, ideal for small teams looking to streamline sales, service, and delivery in a single platform.

ID: 4003
Items: 30
Total Votes: 0
Forks: 0
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Monday.com

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All‑in‑one Work OS that merges visual CRM pipelines with project boards, timelines, and automation, perfect for small teams.

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ClickUp

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Unified workspace offering native CRM views, task management, Gantt charts, and time‑tracking, all highly customizable.

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Zoho One

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Suite of 45+ apps—including Zoho CRM and Zoho Projects—delivered as a single subscription, delivering end‑to‑end workflow automation.

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Bitrix24

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Free‑tier platform that couples a full‑featured CRM with task, project, and collaboration tools, plus built‑in chat and video.

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Teamwork

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Project management suite with integrated CRM, billing, and help‑desk modules designed for client‑focused teams.

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Scoro

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All‑in‑one business management software that blends CRM, project planning, resource scheduling, and financials.

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FunctionFox

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Time‑tracking and project management tool with built‑in client CRM, ideal for creative agencies and small studios.

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Mavenlink

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Professional services automation platform that unifies CRM, project delivery, resource planning, and invoicing.

9
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Paymo

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Simple PM tool with integrated CRM pipelines, time‑tracking, and invoicing for freelancers and small teams.

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Freshworks (Freshsales + Freshrelease)

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Freshsales provides a lightweight CRM, while Freshrelease adds agile project management; both integrate seamlessly.

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Insightly

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CRM built for project‑centric businesses, featuring pipeline management, milestone tracking, and workflow automation.

12
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Pipedrive

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Sales‑focused CRM that adds customizable project pipelines and activity tracking for small teams.

13
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Agile CRM

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All‑in‑one CRM with built‑in project management, marketing automation, and help‑desk features.

14
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HubSpot CRM

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Free CRM with optional Project Management Hub (tasks, timelines, and board views) that scales as teams grow.

15
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Copper

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Google‑workspace‑native CRM that includes simple project boards and task automation for small teams.

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Asana

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Task‑centric project manager offering CRM‑style custom fields, pipelines, and client‑facing project views.

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Notion

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Flexible workspace where teams can build combined CRM databases and project roadmaps using templates.

18
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Trello

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Kanban board system with Power‑Ups (e.g., Crmble, Planyway) that turn boards into lightweight CRM and project plans.

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Odoo

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Open‑source ERP offering tightly integrated CRM and Project modules with real‑time sync.

20
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Salesforce Essentials + TaskRay

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Salesforce’s small‑business CRM paired with TaskRay’s project management add‑on for end‑to‑end workflow.

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Microsoft Dynamics 365

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Enterprise‑grade suite that merges CRM, Project Service Automation, and resource planning in one cloud platform.

22
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Wrike

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Collaborative work management tool with built‑in CRM views, custom pipelines, and client‑portal sharing.

23
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Adobe Workfront

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Robust work management platform offering CRM‑style opportunity tracking alongside project execution.

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Redbooth

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Simple PM solution that includes client contact management, task assignments, and visual timelines.

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Basecamp

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All‑in‑one team hub; while not a native CRM, its “Clients” feature and third‑party integrations provide basic CRM functionality.

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Airtable

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Spreadsheet‑database hybrid that lets teams build custom CRM and project tracking bases with visual views.

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Smartsheet

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Work execution platform offering CRM templates, Gantt charts, and automated workflow capabilities.

28
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Podio

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Modular work platform where users can create CRM apps and project workspaces that sync in real time.

29
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Flowlu

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All‑in‑one business suite combining CRM, project management, invoicing, and collaboration tools.

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SuiteCRM

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Open‑source CRM with a built‑in project management module, offering full control for tech‑savvy small teams.