10 Best CRM With Project Management Functionality in 2025

Monday.com offers highly customizable workflows that allow you to tailor the platform to your specific project management needs. This feature is invaluable as it lets you create a system that aligns perfectly with your processes, enhancing efficiency and productivity. Whether you're managing a small team or a large enterprise, this flexibility ensures that the tool adapts to your unique requirements.

The visual project tracking tools in Monday.com are a game-changer. They provide a clear, intuitive overview of project progress, making it easy to identify bottlenecks and allocate resources effectively. This feature is particularly beneficial for teams that thrive on visual data, as it simplifies complex project management tasks and enhances team collaboration.

Monday.com excels in its ability to integrate seamlessly with a wide range of other tools and applications. This feature is crucial for businesses that rely on multiple software solutions, as it allows for a unified workflow and eliminates the need for constant switching between platforms. The integrations enhance the tool's functionality, making it a comprehensive solution for CRM and project management.

Automated task management in Monday.com is a standout feature that saves time and reduces manual effort. By automating repetitive tasks, you can focus on more strategic activities, improving overall productivity. This feature is particularly valuable for teams looking to streamline their operations and ensure that nothing falls through the cracks.

ClickUp's task management system is incredibly customizable, allowing you to create tasks, subtasks, and checklists that fit your unique workflow. This flexibility means you can adapt the tool to suit any project, ensuring nothing falls through the cracks. It's a feature that truly sets ClickUp apart from other tools, as it empowers you to manage projects your way.

The collaboration tools in ClickUp are second to none. With features like real-time chat, comments, and document sharing, your team can stay connected and work together effortlessly. This seamless communication ensures everyone is on the same page, reducing misunderstandings and boosting productivity. It's a must-have for any team looking to improve their collaborative efforts.

ClickUp's automation capabilities are a real time-saver. You can automate repetitive tasks, set up triggers, and create workflows that streamline your processes. This not only reduces manual work but also minimizes errors, allowing you to focus on more strategic tasks. It's a feature that enhances efficiency and makes ClickUp a powerful tool for any organization.

With ClickUp's reporting and analytics features, you gain valuable insights into your projects and team performance. The ability to generate detailed reports and track key metrics helps you make informed decisions and optimize your processes. This level of visibility is crucial for any business looking to improve efficiency and achieve its goals.

One of Salesforce's standout features is its highly customizable dashboards and reports. This allows you to tailor the data presentation to your specific business needs, providing insights that are both relevant and actionable. Unlike many other tools, Salesforce offers a level of customization that can adapt to any industry, making it a versatile choice for businesses looking to optimize their data analysis.

Salesforce excels in integrating CRM with project management functionalities, offering a seamless experience that enhances productivity. This integration means you can manage customer relationships and project tasks within a single platform, reducing the need for multiple tools and streamlining your workflow. It's a unique feature that sets Salesforce apart from other tools in the market.

The Salesforce AppExchange is a treasure trove of third-party applications that extend the platform's capabilities. Whether you need additional marketing tools, analytics, or industry-specific solutions, the AppExchange has you covered. This extensive ecosystem allows you to customize Salesforce to fit your exact business requirements, making it a highly adaptable tool.

Salesforce's automation capabilities are a major asset, allowing you to automate repetitive tasks and focus on more strategic activities. From automating lead assignments to setting up complex workflows, Salesforce provides the tools to enhance efficiency and productivity. This feature is particularly valuable for businesses looking to scale operations without increasing overhead.

Asana's customizable project workflows allow you to tailor the platform to fit your team's unique processes. This feature is invaluable as it lets you create a workflow that mirrors your project needs, ensuring that every task is aligned with your goals. The flexibility to adjust workflows as projects evolve is a standout aspect that sets Asana apart from other tools.

The real-time collaboration tools in Asana are a boon for teams working remotely or across different locations. You can easily communicate, share updates, and collaborate on tasks without missing a beat. This feature ensures that everyone is on the same page, reducing miscommunication and enhancing team productivity.

Asana offers comprehensive task tracking that allows you to monitor the progress of each task from start to finish. This feature is crucial for project managers who need to ensure that deadlines are met and resources are allocated efficiently. The ability to visualize task progress through various views, such as lists, boards, and timelines, provides a clear overview of project status.

With Asana, you have access to a wide range of integration options that enhance its functionality. Whether you need to connect with communication tools like Slack or file storage services like Google Drive, Asana's integrations make it easy to centralize your work. This feature is particularly valuable for teams that rely on multiple tools to get their work done.

Flowlu's unique selling point is its seamless integration of CRM and project management functionalities. This allows you to manage customer relationships and project tasks from a single platform, reducing the need for multiple tools and enhancing productivity. It's a rare combination that sets Flowlu apart from other software.

The ability to customize workflows and dashboards in Flowlu is a standout feature. You can tailor the system to fit your specific business processes, ensuring that you have the most relevant information at your fingertips. This flexibility is invaluable for businesses with unique operational needs.

Flowlu offers comprehensive financial management tools, including invoicing, expense tracking, and budgeting. These features help you keep a close eye on your financial health, making it easier to manage cash flow and financial planning. It's a powerful addition that enhances the overall utility of the platform.

Collaboration is made easy with Flowlu's robust features, such as task assignments, team chat, and document sharing. These tools facilitate seamless communication and coordination among team members, ensuring that everyone is on the same page and projects progress smoothly.

HubSpot offers a seamless integration of CRM and project management, allowing you to manage customer relationships and projects from a single platform. This feature is unique because it eliminates the need for multiple tools, streamlining your workflow and improving efficiency. The integration ensures that all customer interactions are tracked and managed alongside project tasks, providing a holistic view of your business operations.

One of HubSpot's standout features is its customizable workflows. You can tailor the platform to fit your specific business processes, which is incredibly valuable for maintaining efficiency. This feature allows you to automate repetitive tasks, set up triggers for specific actions, and ensure that your team follows consistent procedures, ultimately saving time and reducing errors.

HubSpot's automation capabilities are a major asset. The platform allows you to automate various aspects of your CRM and project management processes, from sending follow-up emails to updating project statuses. This feature is particularly valuable because it reduces manual workload, increases productivity, and ensures that no task falls through the cracks, keeping your operations running smoothly.

With HubSpot, you gain access to comprehensive analytics and reporting tools. This feature is crucial for making informed decisions, as it provides insights into customer behavior, project progress, and overall business performance. The ability to generate detailed reports helps you identify trends, measure success, and adjust strategies accordingly, ensuring that your business remains competitive and efficient.

Wrike offers highly customizable workflows that allow you to tailor project management processes to your specific needs. This feature is invaluable for teams with unique requirements, as it enables them to streamline operations and improve efficiency. The flexibility in setting up workflows ensures that every team member is on the same page, reducing miscommunication and enhancing productivity.

The real-time collaboration tools in Wrike are a standout feature, enabling team members to work together seamlessly, regardless of their location. This feature fosters a collaborative environment where ideas can be shared instantly, and feedback can be provided in real-time. It significantly enhances team communication and ensures that projects stay on track.

Wrike's advanced reporting and analytics tools provide deep insights into project performance and team productivity. These tools allow you to track progress, identify bottlenecks, and make data-driven decisions. The ability to generate detailed reports helps in understanding project dynamics and optimizing resources for better outcomes.

Wrike integrates seamlessly with a wide range of popular tools, including Google Drive, Microsoft Office, and Slack. This integration capability ensures that you can continue using your favorite tools while benefiting from Wrike's powerful project management features. It enhances workflow efficiency by centralizing all your tools in one platform.

Pipedrive's customizable sales pipelines allow you to tailor the sales process to your specific business needs. This feature is invaluable as it provides flexibility and control over how you manage leads and deals, ensuring that your sales strategy aligns perfectly with your business objectives.

The advanced task automation tools in Pipedrive save you time by automating repetitive tasks. This feature is a game-changer, allowing you to focus on more strategic activities. By reducing manual workload, it enhances productivity and ensures that no critical task is overlooked.

Pipedrive seamlessly integrates project management functionalities, making it easier to track project progress alongside sales activities. This integration is unique as it provides a holistic view of both sales and project timelines, ensuring that all team members are aligned and informed.

The intuitive user interface design of Pipedrive makes it accessible even for those new to CRM tools. Its user-friendly layout and navigation simplify the learning curve, allowing you to quickly adapt and make the most of its powerful features without feeling overwhelmed.

Insightly CRM uniquely combines CRM and project management functionalities, allowing you to manage customer relationships and project tasks in one platform. This integration is invaluable for businesses that need to track customer interactions and project progress simultaneously, enhancing efficiency and collaboration across teams.

The customizable dashboards and reports feature in Insightly CRM is a standout. It allows you to tailor the interface to your specific needs, providing insights that are most relevant to your business. This flexibility ensures that you can focus on the metrics that matter most, driving informed decision-making.

Insightly CRM offers seamless integrations with a wide range of third-party applications, making it easy to connect with tools you already use. This feature enhances the tool's versatility, allowing you to create a cohesive ecosystem that supports your business processes and improves overall productivity.

The robust contact management system in Insightly CRM is a key feature that sets it apart. It allows you to store and manage detailed customer information, track interactions, and set reminders for follow-ups. This ensures that you never miss an opportunity to engage with your customers effectively.

Teamwork.com offers a comprehensive task management system that allows you to create, assign, and track tasks with ease. The ability to set priorities, deadlines, and dependencies ensures that projects stay on track. This feature is invaluable for teams that need to manage complex projects with multiple moving parts, providing clarity and organization.

The integrated time tracking feature in Teamwork.com is a standout, allowing you to monitor how much time is spent on each task or project. This is particularly useful for billing clients accurately and understanding where team resources are being allocated. It helps in optimizing productivity and ensuring that projects are completed within budget.

Teamwork.com excels in client management, offering tools that allow you to maintain detailed client records, track interactions, and manage communications. This integration of CRM functionalities within a project management tool is unique, providing a holistic view of client relationships and project progress, which is crucial for maintaining strong client partnerships.

The customizable project templates in Teamwork.com save time and ensure consistency across projects. You can create templates for recurring project types, which streamlines the setup process and ensures that all necessary steps are included. This feature is particularly beneficial for teams that handle similar projects regularly, enhancing efficiency and reducing setup time.