Business, Startups & Finance

Top CRM Solutions with Integrated Project Management and Sales Tracking

Curated list of the leading CRM platforms that seamlessly combine sales pipeline management with built‑in project management features.

ID: 4528
Items: 20
Total Votes: 0
Forks: 0
Disclosure: Some links are affiliate links. If you buy through them, we may earn a commission at no extra cost to you, supporting our work without affecting our ratings.
Want to feature your product on this list?
Sponsorship

Get targeted exposure with custom position pinning and highlighted placement.

Contact Us
1
0

HubSpot CRM

Visit

Free CRM with robust sales pipeline tools, plus integrated project boards and task automation via the HubSpot Service Hub.

2
0

Zoho CRM

Visit

All‑in‑one CRM that syncs with Zoho Projects, offering unified contact management, deal tracking, and project timelines.

3
0

Monday.com Work OS

Visit

Highly visual work OS that doubles as a CRM and project management platform, with customizable pipelines, timelines, and reporting.

4
0

ClickUp

Visit

Unified workspace that includes native CRM views, sales pipelines, and full‑featured project management with Gantt charts and workloads.

5
0

Salesforce Essentials

Visit

Lightweight Salesforce edition that pairs core CRM capabilities with the Project Management add‑on for small teams.

6
0

Insightly

Visit

CRM built for project‑centric businesses, offering pipeline management, task tracking, and milestone‑based project timelines.

7
0

Pipedrive

Visit

Sales‑focused CRM with an integrated Activities Planner that lets users manage deals and associated project tasks in one view.

8
0

Freshsales (Freshworks Suite)

Visit

CRM with AI‑driven lead scoring plus Freshservice project modules for ticket‑based project tracking and resource planning.

9
0

Copper

Visit

Google‑native CRM that includes pipeline boards and integrates tightly with Asana for seamless project management.

10
0

Agile CRM

Visit

All‑in‑one CRM featuring sales automation, contact management, and built‑in project management with Kanban boards.

11
0

Nutshell

Visit

Simple CRM with pipeline visualization and a built‑in Projects module for task assignment and progress tracking.

12
0

Bitrix24

Visit

Free CRM combined with project management tools, including Gantt charts, time tracking, and collaborative workspaces.

13
0

Odoo

Visit

Modular ERP offering a CRM app tightly integrated with Odoo Projects for end‑to‑end deal‑to‑delivery workflows.

14
0

Microsoft Dynamics 365 Sales

Visit

Enterprise CRM paired with Project Service Automation to manage sales opportunities and deliver project‑based services.

15
0

SugarCRM

Visit

Customizable CRM platform with add‑on Project Management modules for tracking deliverables alongside opportunities.

16
0

Keap (Infusionsoft)

Visit

CRM and marketing automation tool that includes client onboarding workflows and project task tracking.

17
0

Streak CRM

Visit

Gmail‑embedded CRM with pipeline stages and a simple project board for managing deals and related tasks.

18
0

Teamwork

Visit

Project management suite with built‑in CRM features, enabling sales pipelines, client portals, and task assignments in one place.

19
0

Scoro

Visit

All‑in‑one business management platform that merges CRM, project management, billing, and reporting for professional services.

20
0

Zoho One

Visit

Comprehensive suite of 45+ integrated apps, including Zoho CRM and Zoho Projects, delivering a unified sales‑to‑project workflow.