The 10 best CRM platforms with project management features in 2027 are monday sales CRM, ClickUp, Insightly, Zoho CRM, HubSpot CRM, Capsule CRM, Wrike, Scoro, Teamwork.com, and Bitrix24. These unified platforms eliminate the operational disconnect between sales pipelines and post-sale delivery teams by consolidating lead acquisition, deal tracking, task dependencies, resource allocation, and client communication into a single operating architecture.
monday sales CRM leads the category in visual workflow flexibility and cross-team board automation, ClickUp in customizable task-centric CRM workflows, Insightly in dedicated opportunity-to-project conversions, Zoho CRM in enterprise ecosystem integration via Zoho Projects, and HubSpot CRM in aligning inbound marketing funnels with service delivery. Other specialized solutions include Capsule CRM for lightweight contact management paired with project tracking, Wrike for complex cross-functional client execution, Scoro for end-to-end professional services billing and project budgeting, Teamwork.com for client services agencies tracking billable hours, and Bitrix24 for all-in-one workspace collaboration and communication.
Selecting the ideal CRM with integrated project management depends on organizational scale, billing models, sales cycle duration, and technical architecture. Businesses must evaluate native task tracking, automated handover triggers from won deals, client portal visibility, resource scheduling, and time-tracking capabilities before standardizing on a unified platform.
What Is a CRM with Project Management Features?
A CRM with project management features is a hybrid software architecture that combines front-office customer relationship management with operational work execution. Rather than forcing organizations to license, configure, and maintain separate tools for pipeline management and service fulfillment, these platforms unify contact histories, sales opportunities, task dependencies, milestone schedules, and billable time logs inside a continuous data model.
Common capabilities include customizable deal boards, automated post-sale workflow triggers, Gantt charts, Kanban project tracking, milestone timelines, resource capacity planning, and shared customer communication histories. Available functionality varies by software vendor, data model complexity, user licensing tiers, and API connectivity.
What Features Should You Look for in a CRM with Project Management?
When evaluating a unified CRM and project management platform, prioritize features that facilitate smooth transitions from the sales cycle to operational delivery:
- Automated Won-Deal Conversion: Automatically creates post-sale project boards, task templates, and milestone schedules the moment a sales opportunity reaches “Closed-Won.”
- Comprehensive Contact & Account History: Maintains a continuous chronological timeline of pre-sale sales conversations, contracts, project deliverables, and client notes in a unified customer record.
- Flexible Work Views: Delivers visual sales pipelines alongside project-oriented views, including Kanban boards, interactive Gantt charts, chronological timelines, calendars, and list tables.
- Task & Milestone Dependencies: Maps sequential project stages, establishes prerequisite dependencies, assigns deliverables, and sends alerts for pending bottlenecks.
- Integrated Time Tracking & Timesheets: Records billable and non-billable hours directly on tasks and accounts to measure project profitability against agreed contract values.
- External Client Portals: Provides secure, permission-controlled portals where clients can review project milestones, submit change requests, and inspect real-time progress.
- Resource & Workload Management: Balances team capacity, tracks individual task assignments, and prevents operational burnout across concurrent client projects.
- Two-Way Financial & Invoicing Sync: Connects task milestones, expense tracking, and contract values directly to general ledgers or built-in billing engines.
What Are the Benefits of a CRM with Project Management?
Deploying an integrated CRM and project management platform eliminates administrative silos and accelerates project delivery:
- Elimination of Sales-to-Service Information Gaps: Ensures delivery teams inherit full sales context, scope-of-work documentation, and client preferences without manual onboarding meetings.
- Reduced Software Overhead & Tool Sprawl: Consolidates multiple disconnected SaaS subscriptions into a single platform license, reducing licensing expenses and API maintenance.
- Accelerated Time-to-Value for New Clients: Triggers onboarding tasks and kick-off workflows automatically upon deal signing, eliminating delivery delays.
- Accurate Margin & Profitability Tracking: Compares estimated pre-sale deal budgets against actual post-sale logged labor hours and expenses in real time.
- Enhanced Client Trust & Transparency: Provides clients with up-to-date project roadmaps, shared file repositories, and structured status reports directly connected to their primary account.
- Higher Internal Productivity: Removes duplicate data entry across separate sales and delivery apps, keeping teams focused on revenue generation and milestone execution.
How Do You Choose the Best CRM with Project Management?
To choose the right platform, evaluate your organization’s business model and the complexity of your post-sale deliverables. Consultancies, creative agencies, and professional services firms that bill hourly or on fixed-fee milestones require robust time tracking, resource scheduling, and client portal tools (such as Scoro, Teamwork.com, or Insightly). Conversely, software companies, B2B sales teams, and agile operations often prioritize flexible custom fields, automated handoffs, and deep pipeline-to-sprint integration (such as monday sales CRM, ClickUp, or HubSpot CRM).
Review licensing structures carefully, noting minimum seat requirements, guest collaborator permissions, and automation limits. Confirm whether project features are natively embedded in the CRM interface or require secondary add-ons, separate workspace hubs, or external connectors. Testing two platforms with a representative end-to-end client journey—from initial lead intake through to final project sign-off—is the most reliable way to verify operational synergy before company-wide rollout.
What Are the 10 Best CRM Platforms with Project Management Features in 2027?
The following platforms provide integrated CRM and project execution capabilities to unify customer management and post-sale delivery:
- monday sales CRM — Best for Flexible Visual Pipelines and Automated Work Management
- ClickUp — Best for All-in-One Customization and Task-Centric CRM Workflows
- Insightly — Best for Seamlessly Converting Closed Deals into Post-Sale Projects
- Zoho CRM — Best for Deep Business Ecosystem Integration and Project Syncing
- HubSpot CRM — Best for Inbound Lead Tracking and Cross-Departmental Project Alignment
- Capsule CRM — Best for Lightweight Contact Management with Native Project Tracking
- Wrike — Best for Complex Cross-Functional Client Delivery and Agile Workflows
- Scoro — Best for End-to-End Professional Services, CRM, and Financial Project Billing
- Teamwork.com — Best for Client Services Agencies and Billable Project Tracking
- Bitrix24 — Best for Unified Workspace Collaboration with Built-in CRM and Task Automation
1. monday sales CRM — Best for Flexible Visual Pipelines and Automated Work Management
Company Overview
| Detail | Information |
| Founded | 2012 (initially established as daPulse; rebranded to monday.com in 2017) |
| Country | Israel (headquartered in Tel Aviv) / United States (co-headquartered in New York, NY) |
| Software Type | Visual Cloud CRM & Work Management Operating System |
| Core Features | Deal Pipeline Tracking, Automated Task Handoffs, Gantt & Timeline Views, Two-Way Email Sync, Lead Scoring, Workload Management |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Subscription-Based, Tiered Per-Seat/Month (Minimum 3 seats; Annual or Monthly billing) |
| Starting Price | $12 / seat/month billed annually ($15 monthly) for Basic CRM |
| Supported Platforms | Web, iOS, Android, macOS, Windows, REST APIs |
monday sales CRM is a specialized product built on the modular monday.com Work OS architecture. Designed to eliminate the barrier between revenue operations and project execution, the platform enables sales and delivery teams to operate within interconnected board environments. Sales professionals manage inbound leads, track contact touchpoints, and forecast deal probabilities using customizable visual columns, while delivery teams execute post-sale milestones using the same shared underlying data structures.
The platform’s standout strength is its native integration with monday Work Management. When an opportunity transitions to “Closed-Won,” automated cross-board recipes instantly generate corresponding client delivery boards, assign onboarding task templates, set deadline dependencies, and notify project managers without manual data transfer. With comprehensive Gantt, Kanban, and workload resource views, monday sales CRM provides end-to-end visibility from prospect outreach to project completion.
Key Features
- Cross-Board Workflow Automation: Instantly triggers dedicated post-sale project boards and task checklists the moment a deal closes.
- Flexible Multi-View Execution: Visualizes customer accounts and project milestones using Kanban boards, Gantt charts, calendars, and tables.
- Two-Way Email Sync & Tracking: Connects directly with Gmail and Microsoft Outlook to track email opens, log correspondence, and schedule follow-ups.
- Custom Lead Scoring & Qualification: Prioritizes high-intent prospects based on behavioral metrics, custom criteria, and interaction volume.
- Workload & Capacity Management: Visualizes team capacity in real time to allocate post-sale implementation tasks evenly across delivery personnel.
- Centralized Client Communication Hub: Combines contact records, historical meeting notes, shared contract files, and task updates in unified entity rows.
- Pre-Built Project & Sales Templates: Provides industry-specific templates for sales pipeline management, onboarding sequences, and client delivery sprints.
- Open API & Integration Ecosystem: Connects with DocuSign, Slack, Google Workspace, Jira, and enterprise ERP systems via webhooks and REST endpoints.
Pricing
- Free Trial: 14-day full-access free trial on commercial features (no credit card required).
- Basic CRM Plan: $12 / seat/month billed annually ($15 / seat/month billed monthly; requires minimum 3 seats) and includes unlimited customizable pipelines, contact management, templates, and mobile app access.
- Standard CRM Plan: $17 / seat/month billed annually ($20 / seat/month billed monthly; minimum 3 seats) and adds two-way email integration, activity tracking, quotes and invoices, 250 automation actions per month, and simple project boards.
- Pro CRM Plan: $28 / seat/month billed annually ($33 / seat/month billed monthly; minimum 3 seats) and unlocks sales forecasting, email sequences, custom analytics dashboards, 25,000 automation actions per month, and multi-board dependencies.
- Enterprise CRM Plan: Custom quote (provides enterprise-grade governance, advanced permission controls, dedicated account management, premium integrations, and HIPAA-compliant architecture).
2. ClickUp — Best for All-in-One Customization and Task-Centric CRM Workflows
Company Overview
| Detail | Information |
| Founded | 2017 |
| Country | United States (headquartered in San Diego, California) |
| Software Type | All-in-One Productivity, Task-Centric CRM & Project Management Platform |
| Core Features | Customizable Deal Pipelines, 15+ Project Views, Native Time Tracking, Custom Field Automation, Client Portals, Document Collaboration (Docs) |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month); Paid plans start at $7 / user/month billed annually ($10 monthly) |
| Supported Platforms | Web, iOS, Android, macOS, Windows, Linux, Chrome Extension, REST APIs |
ClickUp is a customizable productivity and work management platform engineered to replace multiple disjointed work applications. Its structural hierarchy—organized into Workspaces, Spaces, Folders, and Lists—allows businesses to design fully functional CRM pipelines alongside detailed technical project management workspaces. Sales reps can track prospective client accounts using relational custom fields, while implementation specialists execute complex deliverables within the exact same environment.
ClickUp bridges the gap between account management and service delivery through its extensive view engine. Teams can review deal velocity on a Kanban board, shift to an interactive Gantt chart to analyze project timelines, view resource allocations in Workload view, and collaborate on client onboarding plans inside ClickUp Docs. With native time tracking, custom task automations, and external guest sharing, ClickUp provides a cost-effective operational foundation for agile teams, agencies, and technical consultancies.
Key Features
- Relational Database & Custom Fields: Links client contact profiles directly to operational tasks, project deliverables, and billing records.
- 15+ Dynamic Work Views: Switches seamlessly between Kanban, Gantt, List, Calendar, Table, and Workload resource views.
- Automated Stage Handoffs: Triggers post-sale task assignments, checklist creation, and subtask generation when deal statuses update.
- Native Time Tracking & Reporting: Records billable hours spent on client tasks and generates exportable timesheets for client invoicing.
- Integrated Document Management (Docs): Houses client briefs, Standard Operating Procedures (SOPs), and service agreements linked to account records.
- External Client Permissions & Portals: Invites external clients as guests with role-based view and comment permissions to inspect deliverables.
- Direct Email Integration: Sends and receives emails directly inside task and account cards, maintaining an auditable communication trail.
-
Workflow Automation Engine: Executes multi-condition automations across status changes, custom field updates, and due date thresholds.
Pricing
- Free Forever Plan: Costs $0/month for unlimited members and includes 100 MB of cloud storage, unlimited tasks, collaborative Docs, whiteboards, and core project views.
- Unlimited Plan: Costs $7 / user/month billed annually ($10 / user/month billed monthly) and adds unlimited storage, unlimited integrations, interactive Gantt charts, native time tracking, and guest permissions.
- Business Plan: Costs $12 / user/month billed annually ($19 / user/month billed monthly) and unlocks advanced automations, workload resource management, custom exportable dashboards, timeline views, and Google SSO.
- Enterprise Plan: Custom quote (provides white labeling, enterprise single sign-on, advanced role permissions, comprehensive audit logs, and dedicated success managers).
- ClickUp Brain (AI Add-On): Optional AI productivity assistant available as an add-on at $9 / user/month across paid workspaces.
3. Insightly — Best for Seamlessly Converting Closed Deals into Post-Sale Projects
Company Overview
| Detail | Information |
| Founded | 2009 |
| Country | United States (headquartered in San Francisco, California) |
| Software Type | Sales CRM, Marketing Automation & Post-Sale Project Delivery Suite |
| Core Features | Opportunity-to-Project Conversion, Project Activity Pipelines, Milestone Tracking, Relationship Linking, Email Tracking, Custom Dashboards |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual billing) |
| Starting Price | Free ($0/month for up to 2 users); Paid plans start at $29 / user/month billed annually |
| Supported Platforms | Web, iOS, Android, Google Workspace Add-on, Microsoft Outlook, REST APIs |
Insightly was built specifically to solve the structural disconnect between winning a customer and fulfilling the promised deliverables. Unlike generalist CRMs that treat project tracking as an afterthought or pure project management tools that lack pipeline forecasting, Insightly provides dedicated operational modules for both sales and project delivery under one roof.
When an opportunity reaches closed-won status, Insightly allows users to convert the entire deal record into a structured project with a single click. The system transfers contact histories, attached files, custom specifications, and email threads directly into the project workspace. Teams can deploy standardized multi-stage project pipelines, track milestone deadlines, assign subtasks to specific personnel, and map complex relationships between vendors, partners, and client stakeholders.
Key Features
- One-Click Opportunity-to-Project Conversion: Converts closed sales deals into active projects while preserving historical emails, documents, and contacts.
- Structured Project Activity Pipelines: Deploys repeatable, multi-stage project processes that standardize delivery from onboarding to completion.
- Relationship Graph Linking: Maps informal networks and formal organizational hierarchies between clients, decision-makers, and third-party vendors.
- Milestone & Task Tracking: Organizes project schedules, assigns task dependencies, and tracks critical delivery milestones against deadlines.
- Native Email Logging & Templates: Syncs bi-directionally with Google Workspace and Microsoft Outlook to track email opens and log communications.
- Workflow Automation: Automates task assignments, email notifications, and field updates across both sales deals and project stages.
- Role-Based Security & Permissions: Controls visibility so that external contractors or delivery personnel access only relevant project data.
- Custom BI Reporting & Dashboards: Builds cross-functional reports evaluating deal win rates alongside post-sale project completion metrics.
Pricing
- Free Plan: Costs $0/month for up to 2 users and includes storage for up to 2,500 contacts, basic lead and opportunity management, and foundational project tracking.
- Plus Plan: Costs $29 / user/month billed annually and adds automatic lead assignment, calendar synchronization, custom reporting, expanded record limits, and standard project milestone tracking.
- Professional Plan: Costs $49 / user/month billed annually and unlocks multi-step workflow automation rules, lead scoring, scheduled reporting, custom validation rules, and expanded storage.
- Enterprise Plan: Costs $99 / user/month billed annually and provides unlimited workflow rules, comprehensive audit trails, dynamic page layouts, and priority technical support.
4. Zoho CRM — Best for Deep Business Ecosystem Integration and Project Syncing
Company Overview
| Detail | Information |
| Founded | 1996 (as AdventNet Inc.; rebranded to Zoho Corporation in 2009) |
| Country | India (headquartered in Chennai, Tamil Nadu) / United States (co-headquartered in Del Valle, Texas) |
| Software Type | Enterprise Cloud Customer Relationship Management & Operations Platform |
| Core Features | Native Zoho Projects Integration, Blueprint Process Management, Visual Deal Pipelines, Zia AI Assistant, Omnichannel Communication, Client Portals |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month for up to 3 users); Paid plans start at $14 / user/month billed annually ($20 monthly) |
| Supported Platforms | Web, iOS, Android, REST APIs |
Zoho CRM is a comprehensive sales automation platform that integrates directly with Zoho Projects—Zoho’s dedicated project management application—to deliver complete visibility across client lifecycles. Rather than compromising on simplified task checklists, Zoho allows organizations to execute enterprise-grade project scheduling, bug tracking, and resource allocation linked directly to CRM customer accounts.
Within the CRM interface, sales and account managers can view ongoing project statuses, monitor milestone progress, and track billable hours associated with individual client accounts. Zoho’s Blueprint automation engine enforces compliance across both sales and operational handoffs, ensuring required documentation, contracts, and onboarding checklists are fulfilled before deals progress. When deployed within the broader Zoho One ecosystem, it provides seamless continuity between sales pipelines, project delivery, and accounting invoices.
Key Features
- Bi-Directional Zoho Projects Integration: Creates and manages full-scale project plans, milestones, and task lists directly inside CRM account records.
- Blueprint Process Automation: Enforces rigid operational workflows, requiring mandatory data entries and sign-offs before stage progression.
- Canvas Visual Interface Builder: Customizes the CRM interface to showcase project deliverables, contract values, and client milestones side-by-side.
- Omnichannel Communications: Logs calls, tracks emails, and facilitates live chat directly from contact and opportunity records.
- Integrated Time & Expense Tracking: Monitors billable project hours logged by technical teams and reflects costs on customer account files.
- Dedicated Client & Vendor Portals: Grants external stakeholders secure access to monitor project milestones, review shared files, and view tickets.
- Zia Conversational AI: Detects anomalies in sales velocity, recommends optimal contact timings, and transcribes voice notes into task items.
- Custom Reporting & Analytics: Combines sales pipeline metrics with project completion rates to assess overall customer lifetime profitability.
Pricing
- Free Plan: Costs $0/month for up to 3 users and includes contact management, basic lead pipelines, mobile access, and foundational task tracking.
- Standard Plan: Costs $14 / user/month billed annually ($20 / user/month billed monthly) and adds multiple sales pipelines, custom fields, mass email tools, and basic workflow rules.
- Professional Plan: Costs $23 / user/month billed annually ($35 / user/month billed monthly) and includes Blueprint process management, inventory management, validation rules, and standard integrations.
- Enterprise Plan: Costs $40 / user/month billed annually ($50 / user/month billed monthly) and unlocks native Zoho Projects synchronization, Zia AI tools, Canvas design studio, multi-user portals, and custom modules.
- Ultimate Plan: Costs $52 / user/month billed annually ($65 / user/month billed monthly) and adds advanced business intelligence analytics, highest automation execution limits, and dedicated database clusters.
5. HubSpot CRM — Best for Inbound Lead Tracking and Cross-Departmental Project Alignment
Company Overview
| Detail | Information |
| Founded | 2006 |
| Country | United States (headquartered in Cambridge, Massachusetts) |
| Software Type | Inbound Marketing, Sales CRM, Customer Service & Project Operations Platform |
| Core Features | Deal Pipeline Tracking, In-App Task Queues, Custom Objects, Ticket & Project Coordination, Meeting Scheduler, Email Logging |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-Seat / Hub Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month); Paid plans start at $15 / seat/month billed annually ($20 monthly) |
| Supported Platforms | Web, iOS, Android, Google Chrome Extension, REST APIs |
HubSpot CRM is an inbound customer platform that connects marketing, sales, and service operations around a unified customer database. While historically known as a lead generation and deal management powerhouse, HubSpot’s modern architecture provides structured project tracking capabilities through its integrated Service Hub, deal pipeline automations, in-app task queues, and extensible Custom Objects.
When a sales representative marks an enterprise deal as closed-won, HubSpot’s workflow engine can trigger automated project setup sequences: creating onboarding tickets, assembling implementation task lists, scheduling kick-off milestones, and notifying dedicated client success managers. By leveraging HubSpot’s Custom Objects on enterprise tiers, organizations can model custom “Project” entities directly linked to Companies, Contacts, and Deals. This setup provides cross-functional visibility, ensuring customer-facing personnel reference the same project milestones and historical context.
Key Features
- Custom Objects for Project Architecture: Creates dedicated “Project” data entities linked directly to client accounts, contracts, and revenue deals.
- Automated Onboarding Workflows: Automatically generates implementation task queues and assigns team owners when opportunities are won.
- Unified Activity Timeline: Centralizes customer interactions, website visits, email threads, and project notes in an auditable activity stream.
- Shared In-App Task Queues: Organizes daily project action items, follow-up calls, and milestone reviews for account teams.
- Service Hub & Ticket Pipelines: Tracks post-sale client deliverables, technical onboarding issues, and implementation milestones using visual Kanban boards.
- Self-Service Meeting Scheduler: Embeds booking links that sync with Google or Outlook calendars to accelerate client review sessions.
- Native Document Tracking & E-Signatures: Prepares, shares, and tracks client engagement on scope-of-work agreements and service proposals.
- Comprehensive App Marketplace: Connects seamlessly with external project engines like Asana, monday.com, Jira, and ClickUp via verified bi-directional syncs.
Pricing
- Free CRM Tools: Costs $0/month and includes contact management, 1 deal pipeline, basic ticketing, meeting scheduler links, and task management.
- Sales Hub Starter: Starts at $15 / seat/month billed annually ($20 / seat/month billed monthly) and removes HubSpot branding, adds simple email automation, and unlocks multiple deal pipelines.
- Sales Hub Professional: Costs $90 / seat/month billed annually ($100 / seat/month billed monthly; requires one-time onboarding fee) and adds advanced workflow automation, e-signatures, team management, and custom reporting.
- Sales Hub Enterprise: Costs $150 / seat/month billed annually and unlocks Custom Objects (for dedicated project entity architecture), predictive lead scoring, advanced permissions, and multi-currency management.
- Customer Platform Bundles: Full-suite bundles combining Marketing, Sales, Service, and Operations hubs start at $1,170 / month (billed annually; includes 5 core users) on the Professional tier.
6. Capsule CRM — Best for Lightweight Contact Management with Native Project Tracking
Company Overview
| Detail | Information |
| Founded | 2009 |
| Country | United Kingdom (headquartered in Manchester) |
| Software Type | Contact Management & Project-Enabled Sales CRM |
| Core Features | Native Project Boards, Opportunity-to-Project Conversion, Contact Lifecycles, Task Automation, Visual Pipelines, Email Dropbox |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month for up to 2 users); Paid plans start at $18 / user/month billed annually ($22 monthly) |
| Supported Platforms | Web, iOS, Android, Google Workspace Add-on, Microsoft 365, REST APIs |
Capsule CRM offers an intentionally streamlined platform for consultancies, design studios, and professional service boutiques that want simple contact management alongside native post-sale project execution. Rather than cluttering the user interface with complex developer configurations, Capsule keeps front-office pipelines and post-sale delivery within two clean, parallel workspaces: Sales Pipelines for prospective deals and Project Boards for active client engagements.
Once a prospective opportunity closes, teams can immediately spawn an associated project linked directly to the primary client record. Capsule allows teams to build customizable project stages, assign actionable task checklists, set due date reminders, and attach key project documentation. Backed by bi-directional Google Workspace and Microsoft 365 integrations, Capsule logs client email exchanges directly inside active project timelines, ensuring account coordinators and operational staff stay informed without jumping between disparate systems.
Key Features
- Dedicated Project Boards: Manages post-sale deliverables and onboarding sequences using customizable visual Kanban stages.
- Direct Deal-to-Project Linking: Converts won opportunities into projects with a single click, carrying over client history and context.
- Milestone & Task Checklists: Standardizes repeatable delivery processes with templated task tracks and calendar deadlines.
- Contact Timeline Tracking: Consolidates phone call logs, meeting notes, project updates, and email threads in one historical view.
- Smart Email Dropbox: Automatically assigns incoming and outgoing client correspondence to corresponding projects and deals.
- Custom Tags & Data Fields: Categorizes projects, client accounts, and tasks using bespoke criteria tailored to specific service sectors.
- Mobile Project Oversight: Allows field personnel to review project notes, check off tasks, and update client records on iOS and Android.
- Accounting Software Sync: Integrates natively with Xero, QuickBooks Online, and FreshBooks to tie project milestones to client invoicing.
Pricing
- Free Plan: Costs $0/month for up to 2 users and includes storage for up to 250 contacts, 1 sales pipeline, and basic project management boards.
- Starter Plan: Costs $18 / user/month billed annually ($22 monthly) and expands storage to 30,000 contacts, provides 50 MB of file storage per user, and adds custom activity types.
- Growth Plan: Costs $36 / user/month billed annually ($44 monthly) and includes 60,000 contacts, 5 sales pipelines, 5 project boards, team assignment rules, and advanced sales analytics.
- Advanced Plan: Costs $54 / user/month billed annually ($66 monthly) and provides 120,000 contacts, 50 pipelines, 50 project boards, workflow automation tracks, and custom role permissions.
- Ultimate Plan: Costs $72 / user/month billed annually ($88 monthly) and unlocks 240,000 contacts, unlimited pipelines and project boards, dedicated training assistance, and a dedicated customer success manager.
7. Wrike — Best for Complex Cross-Functional Client Delivery and Agile Workflows
Company Overview
| Detail | Information |
| Founded | 2006 |
| Country | United States (headquartered in San Diego, California) |
| Software Type | Collaborative Work Management (CWM) & Client Pipeline Platform |
| Core Features | Dynamic Interactive Gantt Charts, Custom Request Forms, Workload Resource Balancing, Automation Engine, Client Portals, Proofing & Approvals |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month); Paid plans start at $9.80 / user/month |
| Supported Platforms | Web, macOS, Windows, iOS, Android, REST APIs |
Wrike is an enterprise-grade work management and operational execution engine designed to manage complex, multi-layered client engagements. While widely recognized as a project management platform, Wrike’s flexible custom items, relational databases, and dynamic request forms allow marketing agencies, engineering teams, and enterprise consultancies to operate a high-velocity client intake and CRM pipeline directly alongside technical project schedules.
Using Wrike’s Dynamic Request Forms, organizations can automate new client intake, automatically generating custom project folders, establishing milestone schedules, and assigning delivery teams based on client-selected project parameters. The platform’s interactive Gantt charts (Work Schedules) model task dependencies and critical paths in real time. Combined with built-in digital asset proofing, time tracking, and workload balancing, Wrike bridges commercial account agreements with cross-functional technical execution.
Key Features
- Dynamic Client Intake Forms: Ingests new business inquiries and automatically generates scoped project structures and task assignments.
- Interactive Gantt Charts: Adjusts milestone dependencies, delivery timelines, and project critical paths dynamically.
- Cross-Functional Workload Balancing: Monitors real-time team allocation to avoid resource bottlenecks on concurrent client projects.
- Custom CRM & Project Folders: Structures client accounts, active contracts, and associated sub-projects in a unified workspace hierarchy.
- In-App Proofing & Approval Workflows: Reviews, marks up, and approves creative assets, design blueprints, and contract drafts directly within tasks.
- Native Time Tracking & Timesheets: Tracks billable and non-billable labor hours across clients for accurate operational auditing.
- No-Code Automation Builder: Automates task routing, status notifications, and risk alerts based on schedule triggers and field changes.
- Enterprise Security Standards: Provides role-based permissions, external client guest access, encryption key management, and SOC2/HIPAA compliance.
Pricing
- Free Plan: Costs $0/month for unlimited users and provides foundational task management, simple subtasks, board views, and 2 GB of cloud storage.
- Team Plan: Costs $9.80 / user/month (minimum 2 users; billed annually) and adds interactive Gantt charts, custom request forms, dynamic custom fields, and 50 automated actions per user/month.
- Business Plan: Costs $24.80 / user/month (minimum 5 users; billed annually) and unlocks real-time resource workload management, time tracking, nested project templates, and branded client workspaces.
- Enterprise Plan: Custom quote (provides single sign-on, comprehensive audit reports, advanced user roles, password policies, and 10 GB storage per user).
- Pinnacle Plan: Custom quote (adds advanced resource utilization, job roles, budgeting capabilities, and native digital asset management).
8. Scoro — Best for End-to-End Professional Services, CRM, and Financial Project Billing
Company Overview
| Detail | Information |
| Founded | 2013 |
| Country | United Kingdom (headquartered in London; founded in Tallinn, Estonia) |
| Software Type | Professional Services Automation (PSA), Cloud CRM & Project Financials Suite |
| Core Features | Quote-to-Project Automation, Real-Time Profitability Tracking, Gantt Charts, Resource Capacity Planning, Time Tracking, Invoicing |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Subscription-Based, Tiered Per-User/Month (Minimum 5 users; Annual or Monthly billing) |
| Starting Price | $26 / user/month billed annually ($28 monthly) for Essential tier |
| Supported Platforms | Web, iOS, Android, REST APIs |
Scoro is a purpose-built Professional Services Automation (PSA) platform engineered for consultancies, creative agencies, legal advisors, and architecture practices that require continuous financial management alongside project delivery. Unlike standard CRM or project management tools, Scoro links front-office sales pipelines directly with operational capacity, billable hours, project budgets, and revenue recognition within a unified database.
The core differentiator of Scoro is its automated Quote-to-Project workflow. When a sales lead accepts a formal scope and price quote, Scoro automatically converts the agreed line items into an active project plan with matching milestone budgets, pre-allocated billable hours, and assigned staff rates. Throughout the project lifecycle, Scoro compares actual work delivered and labor expenses against initial margins in real time, alerting project leads to scope creep before profitability is compromised.
Key Features
- Automated Quote-to-Project Conversion: Turns signed sales quotes directly into structured projects with task lists, budget limits, and deadlines.
- Real-Time Margin & Profitability Tracking: Calculates live profit margins by comparing logged labor costs and expenses against fixed-fee or hourly contracts.
- Comprehensive Client CRM: Maintains historical sales records, issued quotes, email correspondence, and completed deliverables in one client dashboard.
- Resource Capacity & Planner: Balances staff workload against scheduled availability, individual billing rates, and skill sets.
- Gantt Charts & Project Milestones: Visualizes delivery roadmaps, milestone deadlines, and task progress against baseline expectations.
- Native Time Tracking & Shared Timesheets: Tracks billable time through integrated stopwatches, calendar time allocations, and team task logs.
- Integrated Invoicing & Retainer Billing: Automatically generates invoices from completed project milestones or recurring client retainers.
- Multi-Currency & Financial Reporting: Delivers real-time corporate reporting on sales pipeline value, staff utilization rates, and overall service margins.
Pricing
- Free Trial: 14-day fully functional free trial (no credit card required).
- Essential Plan: Costs $26 / user/month billed annually ($28 monthly; minimum 5 users) and includes contact CRM, task management, shared calendars, quotes, and basic project lists.
- Standard Plan: Costs $37 / user/month billed annually ($42 monthly; minimum 5 users) and adds interactive Gantt charts, project phases, multiple currencies, phased invoicing, and time tracking.
- Pro Plan: Costs $63 / user/month billed annually ($71 monthly; minimum 5 users) and unlocks real-time project budgeting, capacity utilization planning, task dependencies, and custom accounting fields.
- Ultimate Plan: Custom quote (tailored for multi-entity firms requiring advanced security, custom integrations, single sign-on, and dedicated onboarding consultants).
9. Teamwork.com — Best for Client Services Agencies and Billable Project Tracking
Company Overview
| Detail | Information |
| Founded | 2007 |
| Country | Ireland (headquartered in Cork) |
| Software Type | Client Operations Platform, Agency CRM & Project Management Suite |
| Core Features | Client Intake Funnels, Billable Time Tracking, Profitability Dashboards, Interactive Gantt Charts, Free Client Collaborators, Retainer Tracking |
| Deployment | Cloud-Based (SaaS) |
| Pricing Model | Freemium, Tiered Per-User/Month Subscription (Annual or Monthly billing) |
| Starting Price | Free ($0/month for up to 5 users); Paid plans start at $10.99 / user/month billed annually ($13.99 monthly) |
| Supported Platforms | Web, iOS, Android, macOS, Windows, Chrome Extension, REST APIs |
Teamwork.com is a work and client management platform specifically engineered for client-facing organizations, marketing agencies, software development shops, and outsourced professional service teams. Built around client accountability, Teamwork.com allows agencies to manage incoming commercial opportunities, organize project tasks, capture billable minutes, and invite external clients into the platform without paying per-seat fees for client guests.
Through its modular ecosystem, agencies can align customer acquisition with project execution. When prospective clients sign off on proposals, account teams immediately translate agreed milestones into project task lists, assigning team roles, setting milestone deadlines, and establishing budget limits. Teamwork.com monitors staff time tracking against agreed client retainers or fixed project fees, ensuring account executives and delivery teams protect service margins from day one.
Key Features
- Client-Centric Project Management: Organizes work by client account, linking tasks, documentation, and budgets to specific customer companies.
- Free Unlimited Client User Accounts: Invites external client stakeholders to view task progress, submit feedback, and review deliverables at no extra cost.
- Live Project Budget & Profitability Tracking: Compares billable labor costs against fixed contract caps to measure real-time margins.
- Interactive Gantt & Milestone Timelines: Visualizes project timelines, task dependencies, and delivery roadmaps.
- Native Time Tracking & Invoicing: Tracks time spent on tasks and converts billable logs into professional invoices directly inside the system.
- Client Retainer Management: Tracks periodic client retainers, monitoring hours consumed against contractual recurring commitments.
- Workload & Resource Capacity Planner: Balances agency assignments to ensure account delivery teams are neither underutilized nor overbooked.
- Integrated CRM Add-On: Connects seamlessly with Teamwork Desk for client support tickets and Teamwork Spaces for client documentation.
Pricing
- Free Plan: Costs $0/month for up to 5 users and includes basic task lists, milestone management, and 100 MB of cloud storage.
- Deliver Plan: Costs $10.99 / user/month billed annually ($13.99 monthly; minimum 3 users) and adds interactive Gantt charts, project templates, billing and invoicing tools, and intake forms.
- Grow Plan: Costs $19.99 / user/month billed annually ($25.99 monthly; minimum 5 users) and unlocks custom field reporting, resource scheduling, agile boards, and project budgeting engines.
- Scale Plan: Costs $54.99 / user/month billed annually ($69.99 monthly; minimum 5 users) and includes advanced profitability reporting, unlimited retainers, workload capacity management, and priority support.
- Enterprise Plan: Custom quote (provides custom service-level agreements, enterprise SSO, dedicated customer success managers, and tailored security controls).
10. Bitrix24 — Best for Unified Workspace Collaboration with Built-in CRM and Task Automation
Company Overview
| Detail | Information |
| Founded | 1998 (Parent company: Bitrix) / 2012 (Bitrix24 cloud platform release) |
| Country | United States (headquartered in Alexandria, Virginia) |
| Software Type | All-in-One Digital Workspace, Native CRM & Work Collaboration Platform |
| Core Features | Full-Featured Native CRM, Kanban Project Boards, Gantt Charts, Integrated Telephony, Invoicing & Quotes, Internal Video/Chat Collaboration |
| Deployment | Cloud-Based (SaaS) and On-Premises Self-Hosted Edition |
| Pricing Model | Freemium, Organization-Wide Flat-Rate Pricing (Unlimited or fixed user tiers) |
| Starting Price | Free ($0/month for unlimited users); Paid plans start at $49 / month flat rate for up to 5 users |
| Supported Platforms | Web, Windows, macOS, iOS, Android, REST APIs |
Bitrix24 delivers an integrated digital workplace that brings front-office customer relationship management, operational task tracking, and internal team communication under a single administrative platform. Unlike platforms that require third-party integration add-ons to connect sales pipelines with delivery milestones, Bitrix24 natively builds both enterprise-grade CRM and full project tracking into its core architecture.
Within Bitrix24, sales teams manage multi-channel lead funnels, make outbound calls using the built-in dialer, and generate commercial quotes. Once a deal is approved, built-in workflow automations convert the transaction into an operational project, complete with its own dedicated Kanban board, Gantt timeline, shared cloud document folder, and dedicated team discussion chat. Bitrix24’s flat-rate pricing model—which charges a single monthly fee for teams rather than per-seat licensing—makes it a practical choice for cost-conscious organizations looking to avoid escalating software fees as their headcounts expand.
Key Features
- Native Integrated CRM & Project Engine: Coordinates sales pipelines, lead scoring, project task boards, and team communication within one workspace.
- Automated Won-Deal Project Setup: Automatically creates task checklists, operational project groups, and milestone dates upon deal closing.
- Multi-View Project Execution: Toggles between Kanban boards, visual Gantt charts, task calendars, and spreadsheet views.
- Built-in Omnichannel Contact Center: Manages customer phone calls, SMS notifications, email chains, and social messaging directly inside CRM records.
- Document Management & Online Drive: Shares contract briefs, technical specifications, and project files with version-control locks.
- Time Tracking on Tasks: Tracks manual or timer-based labor hours spent on operational tasks to review employee productivity.
- Commercial Quotes & Invoices: Generates branded PDF invoices and estimates from CRM deal stages and syncs with payment gateways.
- Integrated Internal Communications: Features company-wide activity feeds, instant messaging channels, and HD video conferencing.
Pricing
- Free Plan: Costs $0/month for unlimited users and includes standard CRM capabilities, basic tasks and projects, team collaboration chat, and 5 GB of shared cloud storage.
- Basic Plan: Costs $49 / month flat (billed annually) for up to 5 users and adds 24 GB of cloud storage, online store capabilities, CRM sales automations, and telephony.
- Standard Plan: Costs $99 / month flat (billed annually) for up to 50 users and provides 100 GB of storage, advanced marketing campaign builders, and expanded document collaboration.
- Professional Plan: Costs $199 / month flat (billed annually) for up to 100 users and unlocks intelligent workflow automations, sales analytics, time-tracking tools, and expanded project permissions.
- Enterprise Plan: Starts at $399 / month flat (billed annually) for up to 250 users and scales upward for larger organizations, providing multi-branch corporate governance, dedicated database clustering, and enterprise single sign-on (SSO).
Comparison of the Best CRM Platforms with Project Management in 2027
| Platform | Best For | Deployment | Key Capabilities | Native Time Tracking | Pricing Model |
| monday sales CRM | Visual Pipeline Flexibility | Cloud SaaS | Cross-board automation, Gantt charts, lead scoring, email sync | Yes (via Work Management) | Per-seat / month ($12 to $28+) |
| ClickUp | Task-Centric Customization | Cloud SaaS | 15+ views, relational custom fields, collaborative Docs, automations | Yes (Native built-in) | Freemium; $7 to $12+ / user/month |
| Insightly | Deal-to-Project Conversion | Cloud SaaS | Opportunity conversion, milestone pipelines, relationship mapping | No (Requires integration) | Freemium; $29 to $99 / user/month |
| Zoho CRM | Ecosystem Integration | Cloud SaaS | Zoho Projects sync, Blueprint processes, Canvas UI, Zia AI | Yes (via Zoho Projects sync) | Freemium; $14 to $52 / user/month |
| HubSpot CRM | Inbound Lead Alignment | Cloud SaaS | Custom Objects, deal automation, task queues, service ticketing | No (App marketplace sync) | Freemium; $15 to $150 / seat/month |
| Capsule CRM | Lightweight Contact Simplicity | Cloud SaaS | Dedicated project boards, contact lifecycle, email dropbox | No (Accounting tool sync) | Freemium; $18 to $72 / user/month |
| Wrike | Complex Client Execution | Cloud SaaS | Dynamic request forms, Gantt schedules, workload balancing, proofing | Yes (Native on Business+) | Freemium; $9.80 to $24.80+ / user/month |
| Scoro | Professional Services Billing | Cloud SaaS | Quote-to-project, live margin tracking, capacity planner, invoicing | Yes (Native built-in) | Per-user / month ($26 to $63+) |
| Teamwork.com | Client Services & Agencies | Cloud SaaS | Free client guests, retainer management, billable time, budget tracking | Yes (Native built-in) | Freemium; $10.99 to $54.99 / user/month |
| Bitrix24 | All-in-One Team Collaboration | Cloud SaaS / On-Prem | Native CRM, Kanban/Gantt tasks, internal chat, built-in telephony | Yes (Native on Pro+) | Flat-rate ($49 to $399+ / month) |
Frequently Asked Questions (FAQs)
What is the primary difference between a standalone CRM and a CRM with project management features?
A standalone CRM focuses on front-office revenue generation: tracking leads, qualifying prospective buyers, logging sales calls, and forecasting closed deals. Once a contract is signed, a standalone CRM typically stops tracking operations. In contrast, a CRM with project management features connects sales pipeline stages directly with post-sale operations, turning won opportunities into project boards, allocating technical resources, setting task deadlines, and tracking client deliverables without requiring a separate software tool.
Can integrating project management into a CRM eliminate software sprawl?
Yes. Organizations often license a CRM for their business development teams and a separate project management tool for delivery personnel, using third-party connector tools to sync data. This setup often leads to integration errors, duplicate data entry, and escalating SaaS costs. Deploying a platform with unified CRM and project capabilities consolidates your tech stack into a single operating architecture, reducing monthly licensing fees, simplifying administration, and providing a single source of truth.
Which CRM with project management features is best for creative agencies and client services?
Teamwork.com and Scoro are purpose-built for client-facing service agencies. Teamwork.com provides free guest access for external clients, allowing stakeholders to review project deliverables without increasing software licensing costs. Scoro connects sales quotes directly to delivery budgets and time-tracking data, measuring project margins and staff utilization in real time.
How do automated deal-to-project conversions work?
Automated conversions use event-triggered workflow rules. When a sales representative marks an opportunity as “Closed-Won,” the platform triggers an automation sequence that copies the contract scope, attached documents, and client details into a new project board. It can also apply standardized project templates, assign tasks to delivery leads, and establish delivery milestone dates without manual intervention.
Is a CRM with project management suitable for large enterprise organizations?
Yes, provided the chosen platform supports enterprise governance, role-based access, and deep custom object modeling. Platforms like HubSpot CRM (via Custom Objects and Service Hub), Wrike, and monday.com provide the scalability, API connectivity, and compliance certifications (SOC2, HIPAA, GDPR) required to manage multi-tiered sales pipelines and complex enterprise projects across international teams.
Conclusion
Selecting the best CRM with project management features in 2027 depends on your business delivery model, organizational headcount, and client collaboration requirements. For businesses seeking flexible visual boards and automated workflow transitions, monday sales CRM and ClickUp deliver adaptable, user-friendly architectures that bridge sales pipelines with daily task execution.
Organizations that manage structured client handoffs benefit from Insightly, which converts closed sales opportunities into operational project milestones with a single click. For professional services firms, agencies, and consultancies that bill hourly or against fixed milestone budgets, platforms like Scoro and Teamwork.com provide the native time tracking, live margin auditing, and client portal tools necessary to safeguard profitability. Meanwhile, organizations seeking all-in-one software suites can leverage Zoho CRM for deep cross-app synchronization, or deploy Bitrix24 to manage sales, tasks, and team communications under a predictable flat-rate pricing model.
By prioritizing platforms that provide automated handoffs, flexible work views, transparent resource tracking, and unified contact histories, businesses can eliminate operational silos, reduce administrative overhead, and deliver consistent value from the initial sales conversation through to final project sign-off.
