Best CRM for Project Management
A guide to the top CRM-infused project management tools, featuring unified platforms and strong integrations. This entry profiles Productive, HubSpot, Flowlu, Nimble, and Teamwork, detailing each tool’s ideal use case, key features, pricing, and pros/cons to help agencies and professional services choose a single, data-driven solution for client relationships and project delivery.
Ideal Customer Profile
Agencies and professional services firms seeking unified CRM and project management in one platform.
Common Pain Points
- •Fragmented tech stack between CRM and PM tools
- •Difficulty aligning client data with project tasks and timelines
- •Siloed reporting and budgeting across departments
- •Managing budgets, resources, and forecasting across teams without a single platform
- •Integration and maintenance overhead of disparate systems
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Unified CRM and project management for professional services
⚡ Key Features
- Customizable sales pipeline with Kanban
- Deal collaboration with tasks, assignees, and deadlines
- Sales inbox and email integration
- Quotes/proposals from rate card data
- Scenario Builder for estimates
- Real-time project management with multiple views (Kanban, Gantt, Calendar, List, Workload)
- Client Portal for client collaboration
- Time Tracking
- Automations
- Resource Planning
- Forecasting
- Reporting with 50+ templates
- Integrations with Slack, Calendar, Xero/QuickBooks, HR tools, Jira
Pros
- ✓All-in-one platform unifying CRM and project management
- ✓Real-time dashboards and robust reporting
- ✓Strong budgeting, resource planning, and forecasting
"Productive is the best all-in-one CRM Project Management tool for unifying client relationships and project delivery."
Perfect For
Marketing, sales, and CS teams needing robust CRM with project management integration
⚡ Key Features
- Marketing, sales, and CS use cases
- Workflow automation
- Pipeline management
- Content creation
- Integrations with productivity tools
Pros
- ✓Comprehensive marketing automation and sales process features
- ✓Strong pipeline management and integrations
Cons
- ✗Not ideal as a standalone project management tool; may be overkill for teams that only need CRM
"If you use only one feature like CRM, probably, not worth it."
Perfect For
Integrated client work with CRM and project management at a fair price
⚡ Key Features
- Project management
- Collaboration tools
- Online CRM
- Document builder
- Financial management and invoicing
Pros
- ✓You can get a range of features for customer relationships and project progress management at a fair price.
Cons
- ✗Smaller team in Russia; potential slower development and scaling
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Perfect For
Lightweight project management needs with strong CRM features
⚡ Key Features
- CRM
- Email sequences
- Sales pipelines and reporting
- Workflow automation
Pros
- ✓Data enrichment and contact management strength
Cons
- ✗Only a single pricing tier; lacks full PM feature set of larger CRMs; not ideal for heavy PM
"Most users use this software for sales and marketing because it does not have the ability to handle our projects."
Perfect For
Managing business processes with project management and apps integration
⚡ Key Features
- Multiple project views
- Time tracking
- Project collaboration
- Budgeting and invoicing
Pros
- ✓Well-known software for project planning and collaboration
Cons
- ✗CRM and Desk are separate products; not a true all-in-one integrated option for sales and client relationships
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Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Map your core workflows (CRM needed vs. lightweight PM) and list non-negotiables (contacts, pipelines, task dependencies).
- 2
Shortlist 3–5 platforms that support these workflows, then run a two-week demos and gather team feedback on ease of use and integrations.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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