Quick Overview
- 1#1: monday.com - Flexible work OS that integrates CRM pipelines, project management boards, and automations for sales and team collaboration.
- 2#2: ClickUp - All-in-one platform combining customizable CRM, hierarchical project management, tasks, and AI-powered workflows.
- 3#3: HubSpot CRM - Free CRM with deal pipelines, task management, and integrated sales project tracking for inbound methodologies.
- 4#4: Salesforce - Enterprise-grade CRM platform with native project management apps, custom workflows, and extensive scalability.
- 5#5: Zoho CRM - Cost-effective CRM with built-in project modules, blueprints, and seamless integration across Zoho suite for PM.
- 6#6: Pipedrive - Visual sales CRM focused on deal pipelines, activity scheduling, and project-like workflow management.
- 7#7: Insightly - CRM designed for project management with native task tracking, milestones, and opportunity pipelines.
- 8#8: Accelo - Professional services automation tool blending CRM, project management, quoting, and retainer billing.
- 9#9: Scoro - All-in-one business management software unifying CRM, projects, time tracking, and financials.
- 10#10: Wrike - Work management platform with CRM request forms, project blueprints, and sales pipeline integrations.
We ranked these tools based on their ability to integrate CRM pipelines with project management features, deliver intuitive usability, maintain robust quality, and offer strong value, ensuring they cater to both small-scale and large-enterprise requirements.
Comparison Table
This comparison table explores key CRM project management tools, including monday.com, ClickUp, HubSpot CRM, Salesforce, Zoho CRM, and more, to help readers understand features, pricing, and ideal use cases for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | monday.com Flexible work OS that integrates CRM pipelines, project management boards, and automations for sales and team collaboration. | enterprise | 9.4/10 | 9.7/10 | 9.2/10 | 8.9/10 |
| 2 | ClickUp All-in-one platform combining customizable CRM, hierarchical project management, tasks, and AI-powered workflows. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.8/10 |
| 3 | HubSpot CRM Free CRM with deal pipelines, task management, and integrated sales project tracking for inbound methodologies. | enterprise | 8.2/10 | 7.9/10 | 9.4/10 | 9.1/10 |
| 4 | Salesforce Enterprise-grade CRM platform with native project management apps, custom workflows, and extensive scalability. | enterprise | 8.7/10 | 9.2/10 | 6.8/10 | 7.9/10 |
| 5 | Zoho CRM Cost-effective CRM with built-in project modules, blueprints, and seamless integration across Zoho suite for PM. | enterprise | 8.1/10 | 8.3/10 | 7.9/10 | 9.2/10 |
| 6 | Pipedrive Visual sales CRM focused on deal pipelines, activity scheduling, and project-like workflow management. | specialized | 7.8/10 | 7.2/10 | 9.1/10 | 8.0/10 |
| 7 | Insightly CRM designed for project management with native task tracking, milestones, and opportunity pipelines. | specialized | 8.1/10 | 7.9/10 | 8.5/10 | 8.2/10 |
| 8 | Accelo Professional services automation tool blending CRM, project management, quoting, and retainer billing. | enterprise | 8.2/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 9 | Scoro All-in-one business management software unifying CRM, projects, time tracking, and financials. | enterprise | 8.3/10 | 9.1/10 | 7.7/10 | 8.0/10 |
| 10 | Wrike Work management platform with CRM request forms, project blueprints, and sales pipeline integrations. | enterprise | 8.0/10 | 8.5/10 | 7.2/10 | 7.8/10 |
Flexible work OS that integrates CRM pipelines, project management boards, and automations for sales and team collaboration.
All-in-one platform combining customizable CRM, hierarchical project management, tasks, and AI-powered workflows.
Free CRM with deal pipelines, task management, and integrated sales project tracking for inbound methodologies.
Enterprise-grade CRM platform with native project management apps, custom workflows, and extensive scalability.
Cost-effective CRM with built-in project modules, blueprints, and seamless integration across Zoho suite for PM.
Visual sales CRM focused on deal pipelines, activity scheduling, and project-like workflow management.
CRM designed for project management with native task tracking, milestones, and opportunity pipelines.
Professional services automation tool blending CRM, project management, quoting, and retainer billing.
All-in-one business management software unifying CRM, projects, time tracking, and financials.
Work management platform with CRM request forms, project blueprints, and sales pipeline integrations.
monday.com
enterpriseFlexible work OS that integrates CRM pipelines, project management boards, and automations for sales and team collaboration.
No-code automations that trigger actions across boards, apps, and integrations for effortless CRM and PM efficiency
monday.com is a highly customizable work management platform that combines powerful project management tools with adaptable CRM capabilities, allowing teams to build visual boards for task tracking, sales pipelines, and customer relationship management. It supports Gantt charts, timelines, automations, and integrations with popular CRM tools like HubSpot or Salesforce. Ideal for dynamic teams, it enables real-time collaboration and scalable workflows without coding.
Pros
- Infinite customization with drag-and-drop boards for PM and CRM pipelines
- Advanced automations and over 200 integrations for seamless workflows
- Real-time collaboration and mobile app for on-the-go access
Cons
- Steep learning curve for complex setups
- Higher-tier plans required for full advanced features
- Can feel bloated for very simple CRM needs
Best For
Mid-to-large teams needing a flexible, visual platform to integrate project management with CRM processes.
Pricing
Starts at $9/user/month (Basic), $12 (Standard), $19 (Pro); Enterprise custom; billed annually.
ClickUp
enterpriseAll-in-one platform combining customizable CRM, hierarchical project management, tasks, and AI-powered workflows.
Hierarchical structure (Spaces, Folders, Lists, Tasks) that uniquely blends deep project nesting with flexible CRM pipelines
ClickUp is a versatile all-in-one platform that excels in project management while offering customizable CRM capabilities through templates for contacts, deals, and customer pipelines. It combines task hierarchies, Kanban boards, Gantt charts, and automations to manage both projects and sales workflows efficiently. With AI enhancements and over 1,000 integrations, it enables teams to centralize operations without needing separate CRM and PM tools.
Pros
- Highly customizable with unlimited views, fields, and hierarchies for PM and CRM
- Generous free plan with core features included
- AI-powered automations and robust integrations for streamlined workflows
Cons
- Steep learning curve due to overwhelming options
- Interface can feel cluttered for simple CRM needs
- Performance slowdowns with large workspaces
Best For
Mid-sized teams seeking an integrated solution for project management and basic-to-moderate CRM without multiple apps.
Pricing
Free plan forever; Unlimited at $7/user/mo (annual), Business at $12/user/mo (annual), Enterprise custom.
HubSpot CRM
enterpriseFree CRM with deal pipelines, task management, and integrated sales project tracking for inbound methodologies.
Fully free, unlimited-user CRM with customizable pipelines that double as project boards for sales workflows
HubSpot CRM is a powerful, free customer relationship management platform that centralizes contact management, deal tracking, and task automation for sales and marketing teams. It offers customizable pipelines, email integration, and basic project boards to streamline CRM-focused workflows like lead nurturing and deal progression. While excelling in CRM capabilities, it provides light project management through tasks, meetings, and reporting, making it a solid hybrid solution for customer-centric projects.
Pros
- Generous free core CRM with unlimited users and storage
- Intuitive drag-and-drop pipelines for deal and task management
- Seamless integrations with 1,000+ apps for extended PM functionality
Cons
- Lacks native advanced PM tools like Gantt charts or resource allocation
- Premium features locked behind paid hubs increase costs quickly
- Reporting and automation depth requires higher tiers for complex projects
Best For
Small to mid-sized sales and marketing teams managing customer pipelines and light project tasks within a CRM environment.
Pricing
Free forever for core CRM; paid Sales Hub, Marketing Hub, and Service Hub start at $20/user/month (billed annually).
Salesforce
enterpriseEnterprise-grade CRM platform with native project management apps, custom workflows, and extensive scalability.
AppExchange marketplace offering thousands of tailored project management apps and integrations for seamless CRM-PM synergy
Salesforce is a leading cloud-based CRM platform that integrates customer relationship management with project management capabilities through tools like Sales Cloud, Service Cloud, and customizable Lightning components. It supports lead tracking, deal pipelines, task automation, Kanban boards, and Gantt charts via apps from the AppExchange marketplace. While excelling in CRM, its project management features shine in enterprise environments with heavy customization for workflows, reporting, and team collaboration.
Pros
- Highly scalable and customizable for complex CRM-PM workflows
- Extensive AppExchange ecosystem for project management extensions
- Advanced AI-driven insights with Einstein for forecasting and automation
Cons
- Steep learning curve requiring training and admins
- High pricing that escalates with add-ons and users
- Overkill for small teams without dedicated PM needs
Best For
Large enterprises needing a robust, customizable CRM platform with integrated project management for sales and service teams.
Pricing
Starts at $25/user/month (Essentials) to $500+/user/month (Unlimited); volume discounts and custom enterprise plans available.
Zoho CRM
enterpriseCost-effective CRM with built-in project modules, blueprints, and seamless integration across Zoho suite for PM.
Blueprints: Drag-and-drop visual builder for automating multi-stage sales and project processes.
Zoho CRM is a robust customer relationship management platform that integrates task management, pipeline tracking, and workflow automation to support light project management alongside core CRM functions. It enables sales teams to manage leads, deals, and customer interactions while assigning tasks and setting milestones within a unified interface. As part of the Zoho ecosystem, it offers seamless scalability and integrations for hybrid CRM-project workflows.
Pros
- Highly customizable modules and fields for tailored CRM-PM workflows
- Extensive integrations with Zoho Projects and 500+ apps
- Affordable pricing with a generous free tier
Cons
- Limited native advanced PM tools like Gantt charts or resource allocation
- Steep learning curve for complex customizations
- Reporting dashboards can feel overwhelming for beginners
Best For
Small to mid-sized sales teams needing integrated CRM with basic task and pipeline management for customer-facing projects.
Pricing
Free for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
Pipedrive
specializedVisual sales CRM focused on deal pipelines, activity scheduling, and project-like workflow management.
Visual sales pipeline with drag-and-drop deal movement
Pipedrive is a sales-focused CRM platform that excels in visualizing and managing sales pipelines through a drag-and-drop interface, allowing teams to track deals, leads, and activities from initial contact to closure. While not a dedicated project management tool, it incorporates CRM elements like task assignments, calendars, and automations that support light project tracking within sales workflows. Its strength lies in simplifying sales processes, making it suitable for sales teams treating deals as mini-projects, though it lacks advanced PM features like Gantt charts or resource allocation.
Pros
- Intuitive drag-and-drop pipeline for visual deal tracking
- Strong automation and email integration for sales workflows
- Mobile app and customizable fields for on-the-go management
Cons
- Limited native project management tools like timelines or dependencies
- Advanced reporting and analytics require higher-tier plans
- Not ideal for non-sales project management or complex team collaborations
Best For
Sales teams and small businesses managing deal pipelines as lightweight projects.
Pricing
Starts at $14.90/user/month (Essential) billed annually, up to $99/user/month (Enterprise); 14-day free trial available.
Insightly
specializedCRM designed for project management with native task tracking, milestones, and opportunity pipelines.
Relationship linking that connects contacts, opportunities, and projects for a holistic customer-project view
Insightly is a cloud-based CRM platform with integrated project management features, designed to help small to medium-sized businesses manage customer relationships, sales pipelines, and projects in one place. It offers contact and organization management, customizable deal pipelines, task assignments, milestones, and time tracking to streamline workflows. The software emphasizes relationship-building by linking CRM data directly to projects, providing visibility into how customer interactions drive project outcomes.
Pros
- Seamless integration of CRM and project management for unified workflows
- Customizable pipelines and extensive mobile app support
- Strong automation and over 250 integrations for scalability
Cons
- Limited advanced project management tools like Gantt charts or resource allocation
- Reporting and analytics lack depth compared to dedicated PM tools
- Free plan is very basic, requiring paid tiers for full CRM-PM functionality
Best For
Small to medium businesses needing an all-in-one CRM with basic project management for sales-driven teams.
Pricing
Free for up to 2 users; Professional starts at $29/user/month (annual billing), Plus at $49/user/month, Enterprise custom.
Accelo
enterpriseProfessional services automation tool blending CRM, project management, quoting, and retainer billing.
Integrated profitability tracking that combines time, costs, and revenue across projects and clients in real-time
Accelo is an all-in-one professional services automation (PSA) platform that combines CRM, project management, sales automation, time tracking, quoting, and invoicing into a unified system. It enables service-based businesses to manage the entire client lifecycle from lead generation to project delivery and billing. With strong emphasis on automation and profitability tracking, Accelo helps teams streamline operations and improve resource utilization.
Pros
- Seamless integration of CRM, project management, and billing in one platform
- Powerful automation for workflows, scheduling, and reporting
- Robust profitability and resource management tools
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be expensive for small teams or startups
- Interface feels dated compared to modern competitors
Best For
Agencies, consultancies, and IT service providers needing integrated CRM and project management for end-to-end service delivery.
Pricing
Starts at $39/user/month for basic CRM plans, scaling to $99+/user/month for full PSA features; custom enterprise pricing available.
Scoro
enterpriseAll-in-one business management software unifying CRM, projects, time tracking, and financials.
End-to-end workflow automation that seamlessly connects CRM leads to project tasks, time tracking, and invoicing in one platform
Scoro is an all-in-one business management platform that combines CRM, project management, time tracking, quoting, invoicing, and reporting into a single unified system. It enables service-based teams to manage the entire workflow from lead capture and sales to project delivery and billing without switching tools. Designed for efficiency, it offers customizable dashboards and automation to streamline operations for agencies and consultancies.
Pros
- Comprehensive all-in-one integration of CRM, PM, and financial tools
- Powerful automation for quotes-to-invoices workflows
- Advanced reporting and real-time dashboards for insights
Cons
- Steep learning curve due to extensive features
- Higher pricing may not suit very small teams
- Mobile app functionality lags behind desktop version
Best For
Service-oriented businesses like marketing agencies, consultancies, and professional services firms needing an integrated CRM and project management solution.
Pricing
Plans start at $26/user/month (Basic, billed annually) up to $71/user/month (Ultimate), with a 14-day free trial.
Wrike
enterpriseWork management platform with CRM request forms, project blueprints, and sales pipeline integrations.
Dynamic Request Forms for streamlined client submissions that auto-create projects and tasks
Wrike is a powerful work management platform primarily focused on project management, offering tools like Gantt charts, task automation, resource allocation, and real-time collaboration for teams handling complex workflows. While not a native CRM, it excels in CRM-project management hybrids through 400+ integrations with tools like Salesforce, HubSpot, and Zendesk, enabling unified tracking of customer projects, requests, and deliverables. Its customizable dashboards and reporting help bridge client relationship oversight with execution, making it suitable for client-facing teams.
Pros
- Seamless integrations with major CRMs for unified customer-project workflows
- Advanced visualization tools including Gantt charts and customizable dashboards
- Robust automation, custom fields, and request forms for client intake
Cons
- No native CRM features like lead scoring or sales pipelines
- Steep learning curve due to high customizability
- Advanced features locked behind higher-tier pricing
Best For
Mid-sized agencies and marketing teams managing client projects that integrate with existing CRM systems.
Pricing
Free plan for basics; Pro $9.80/user/mo, Team $24.80/user/mo, Business $34.60/user/mo, Enterprise custom (billed annually).
Conclusion
The reviewed tools effectively merge CRM functionality with project management, catering to diverse sales and team collaboration needs. Leading the pack, monday.com impresses with its flexible work OS that integrates pipelines, boards, and automations seamlessly. Close behind, ClickUp and HubSpot CRM stand out as strong alternatives—ClickUp for its customizable all-in-one approach, and HubSpot for its free, inbound-focused sales tracking.
Elevate your workflow by trying monday.com, the top-ranked tool, and explore how its unified capabilities can streamline your sales and project management processes.
Tools Reviewed
All tools were independently evaluated for this comparison