Top 10 Best CRM And Project Management Software of 2026

ClickUp is a versatile all-in-one productivity platform that excels in project management while offering robust CRM capabilities through customizable contact management, deal tracking, and pipeline views. It combines tasks, docs, goals, whiteboards, and chat into a single workspace, enabling teams to handle complex workflows from planning to customer relationship management. With its hierarchical structure (Spaces, Folders, Lists, Tasks), it supports everything from agile sprints to sales funnels in one app.

monday.com is a highly customizable work operating system that serves as both a project management and CRM solution, using visual boards to track tasks, workflows, and customer pipelines. It offers pre-built templates for sales CRM, agile project management, and more, with powerful automations and integrations to streamline operations. Teams can adapt it to virtually any process without coding, making it ideal for collaborative environments.

HubSpot is a leading all-in-one CRM platform that integrates marketing, sales, service, and operations tools to help businesses manage customer relationships and growth. It offers robust CRM features like contact management, deal pipelines, email automation, and reporting, alongside light project management capabilities such as task boards, workflows, and shared inboxes. While excelling in inbound marketing and sales processes, its project management is more suited for sales pipelines than complex traditional PM needs like Gantt charts or resource allocation.

Salesforce is a premier cloud-based CRM platform that excels in managing customer relationships, sales pipelines, marketing automation, and service operations through its comprehensive suite of tools. It leverages AI-driven insights via Einstein to predict customer behavior and automate workflows. While not a native project management tool, it supports PM capabilities through customizable Lightning apps, Slack integration, and a vast AppExchange ecosystem for task tracking, collaboration, and resource management.

Zoho CRM is a comprehensive customer relationship management platform designed to streamline sales, marketing, and customer service processes through lead management, deal tracking, automation workflows, and analytics. It integrates seamlessly with Zoho's ecosystem, including Zoho Projects, enabling basic project management features like task assignment and timelines alongside core CRM functionalities. This makes it a versatile solution for businesses seeking unified CRM and light project management without switching apps.

Bitrix24 is an all-in-one online workspace platform that integrates CRM, project management, team collaboration, and communication tools into a single solution. It provides robust CRM features like lead management, sales pipelines, and invoicing, alongside project tools such as Kanban boards, Gantt charts, Scrum, and task automation. Additionally, it includes telephony, HR modules, document management, and website building, making it a comprehensive hub for business operations.

Pipedrive is a sales-focused CRM platform that excels in visualizing and managing sales pipelines, deals, contacts, and activities through a drag-and-drop interface. It offers light project management capabilities via customizable pipelines, task automation, and activity scheduling, making it suitable for sales teams tracking opportunities. While strong in CRM functionalities, it lacks robust project management features like Gantt charts or advanced resource allocation compared to dedicated PM tools.

Insightly is a cloud-based CRM platform that seamlessly integrates customer relationship management with project management capabilities. It enables users to track leads, contacts, opportunities, and pipelines while managing projects, tasks, milestones, and timelines in a unified interface. The software supports automation, custom fields, reporting, and integrations with tools like Google Workspace and Microsoft Outlook, making it suitable for sales, service, and project-driven teams.

Freshsales is a user-friendly CRM platform from Freshworks focused on sales automation, lead management, and deal tracking with visual pipelines and integrated communication tools like email, phone, and chat. It leverages AI-powered Freddy for insights, scoring, and recommendations to boost sales efficiency. While strong in CRM functionalities, its project management capabilities are limited to basic task assignment and calendars, making it suitable for sales teams rather than complex project workflows.

Wrike is a powerful work management platform primarily focused on project management, offering tools like Gantt charts, Kanban boards, task automation, and resource management for teams handling complex workflows. While not a full-fledged CRM, it provides CRM-adjacent features such as client request forms, proofing tools, and integrations with Salesforce or HubSpot to track customer interactions alongside projects. It's designed to streamline collaboration, reporting, and visibility across projects and client work.