CRM project management software is a tool that enables you to manage activities in real time. Mentioning a project in your calendar will make it easy for you to plan the work you will need to accomplish on it. Your team members will be aware of what they are working on thanks to this common schedule.
What is CRM and Project Management tools?
Customer relationship management (CRM): aids users in concentrating on their organization’s relationships with specific individuals, such as clients, service users, coworkers, or suppliers.
Project management: is the use of procedures, techniques, abilities, know-how, and experience to accomplish certain project goals in accordance with the project acceptance standards and within predetermined bounds. Final deliverables in project management are subject to a limited amount of time and money.
CRM and project management tools: Organizations providing professional services frequently face issues with resource management, profit margins, cash flow management, project management software, and rising competition. challenges that a project management CRM can significantly help with.
1. Monday sales CRM
Monday provides CRM tools for managing sales. The user platform, makes you save time by dealing with all customers and members in one page. Additionally, it enables businesses to monitor and manage every stage of the sales process—from leads to customer retention. You can close deals more quickly and it lengthens the lifetime of current clients.
Project management features in Monday Sales CRM
- Total visibility to manage all aspects of the sale process.
- Exportable contact database.
- Tracking and reporting clients and deals on the right time.
- Boosts team productivity and efficiency.
Prices of Monday Sales CRM software
- Basic package: €8 per month per user.
- Standard package: €10 per month per user.
- Pro package: €16 per month per user.
- Has a free version for up to 2 users.
- Free 14-day trial.
2. Insightly
Insightly is an activity management in a CRM. It’s a solution that enables you to centralize your contacts into a single tool. So that you can access them for any device. For instance, it enables you to centralize your contacts into a singIt’s quite helpful for enchasing internal organization and overseeing external contact as all Google Apps are integrated there
Project management features in Insightly
- Project planning and management.
- Tasks management, alerts and validation process.
- Account, contact and opportunity management.
- Security and confidentiality.
Prices of Insightly CRM software
- Base package: $12 per month per user.
- Plus package: $29 per month per user.
- Professionnel package: $49 per month per user.
- Free version up to 2 users.
- Free 14-day trial.
3. Copper
Copper A unique online management application called The Copper Project makes managing project resources and communications simple. It offers customers the opportunity to handle all aspects of their projects and use their time and energy on other components through effective resource management. Copper features cutting-edge capabilities to help with difficult projects.
Project management features in Copper
- High integration with google workspace.
- Personalized templates for E-mails.
- Lead management.
- Security and confidentiality.
Prices of Copper CRM software
- $25 per month per user.
- Has no free version.
- Free 14-day trial.
4. ClickUp
With the help of the CRM and project management software ClickUp, you can do tasks that would otherwise require multiple technologies. ClickUp offers much more than simply task management, including documents, inbox storage, goals, calendars, and schedule planning. It’s completely adaptable to each team type and can be used by all teams to plan, coordinate, and collaborate.
Project management features in ClickUp
- Calendar, Gantt Chart and timelines for planning tasks.
- Communicate effectively with all the team members, thought Chat.
- Create documents and spreadsheets to share with your employees.
- Visualize different tasks you need to get done.
Prices for ClickUp software
- $5 per month per user.
- Has no free version.
- Free 14-day trial.
5. VTiger
VTiger proves to be one of the best CRMs on the market and offers intensive support in project management. In this regard, the main contribution of VTiger CRM is called the project management application. This app facilitates almost all business-related activities while focusing on identifying needs. Furthermore,setting achievable and clear goals, predicting financials, and last but not least, outstanding bottom line results. VTiger also provides a variety of features to help you through different stages of the project management process.
Project management features in VTiger
- Electronic Billing and Invoicing.
- Workflow automation.
- Opportunity management and workflow.
- Sales force automation.
Prices of VTiger software
- Sales starter package: $10 per month per user.
- Sales professional package: $20 per month per user.
- Ultimate package: $30 per month per user.
- Free version for up to 10 users.
- Free 15-day trial.
6. Teamwave
Teamwave is a fully integrated, cloud-based suite of business applications. It is designed to help small and medium businesses manage customer relationships (CRM), projects and human resources (HRMS). A unified platform enables teams to sell together, deliver projects, and support their customers. It gives users a comprehensive view of all deals at different stages. And provides the ability to sort and filter by end date.
Project management features in Teamwave
- Automated lead assignment.
- Full activities and tasks overview.
- Advanced filters for deals and contacts.
- Automated E-mail notifications sent to users.
Prices of Teamwave CRM software
- Starter package: $39 per month for unlimited users.
- Pro package: $66 per month for unlimited users .
- Business package: $199 per month for unlimited users.
- Does not have a free version.
- Free 14-day trial.
7. Apptivo
Apptivo is an affordable and customizable customer relationship management (CRM) platform. This is a great option for businesses looking for a flexible solution with various strategic integrations . While not as well known as other editors, it stands out as a powerful platform and is ideal for medium businesses due to its ease of use and affordable price.
Project management features in Apptivo
- Account management.
- Opportunity management.
- Security and confidentiality.
- Performa maintenance and update.
Prices of Apptivo CRM software
- $8 per month per user.
- Free version.
- Free 30-day trial.
8. Bitrix24
Bitrix24, is a CRM and project management program that centralize your team’s communication. It also helps you organize your work so that they can be completed in less time. The online version activates in 30 seconds and already has access to your projects, and more. If you want to install Bitrix24 on your server or need access to the source code, you can do that too. Bitrix24 Cloud Edition has no limitations, except for 12 free users and 5 GB of online storage.
Project management features in Britix24 CRM software
- Planning through Gantt chart.
- Time management.
- Web page builder.
- Scheduling and meeting management.
Prices for Britix24 CRM software
- Basic package: €49 per month per 5 users.
- Standard package: €99 per month per 50 users.
- Professional package: €199 per month for unlimited users.
- Has a free version/
- Free 30-day trial.
9. Agile CRM
Agile CRM is the world’s first fully integrated sales, marketing and service suite an all in one CRM for small businesses. In addition, It has complete sales, marketing and service automation capabilities.
Agile CRM makes you track your sales, contact management, analyze your web and much more!
Project management features in Agile CRM
- Costumer support and community.
- Sales tracking.
- Web analytics.
- Security and confidentiality.
Prices of Agile CRM software
- Starting at $8.99 per user per month.
- Has a free version.
- Does not have a free trial.
10. Zoho
Zoho is also a CRM and a project management software, that will help you manage your customer relationships. Furthermore, Zoho can improve customer engagement across email, phone and all possible communication tools including social media.
Project management features in Zoho
- Provides sales meetings recordings.
- Application customization.
- Tasks and meetings management.
- Sell on the go using Mobile app
Prices of Zoho CRM software
- Standard package: €14 per month per user.
- Professionnel package: €23 per month per user.
- Entreprise package: €40 per month per user.
- Has a free version up to three users.
- Free 15-day trial.
Conclusion:
CRM or customer relationship management software. In addition, It is used for tracking all aspects of business and also for planning.
Any website or business’s ability to succeed depends greatly on the systems in place to make sure everything runs smoothly. Planning, work distribution, deadline setting, and team management are all activities that require a robust system.
The majority of the aforementioned CRM project management software offer free trials so that you may try them out before buying them.
For more CRM softwares, visit https://topten10.net/top-10-crm/ 500
