Closing a deal is only the beginning. When sales notes live in one system while tasks, files, deadlines, and client updates live in another, project delivery can quickly become disconnected. Teams lose time searching for context, rebuilding records, and clarifying what was promised before work can even start.
A CRM with project management brings sales and delivery into one shared workflow. It can reduce duplicate data entry, improve handoffs, clarify ownership, and help project teams understand the scope agreed during the sales process. The goal is a smoother path from lead capture and deal management to project delivery, billing, support, and renewal.
In this guide, we compare 14 CRM systems with project management software based on CRM capabilities, project-management features, pricing, usability, and the quality of the sales-to-project handoff.
Why Do Businesses Need CRMs with Project Management?
Businesses use CRM project management software to connect sales activity with client delivery. Keeping customer details, deal notes, tasks, files, deadlines, and billing records together can reduce delays, limit repeated work, and give teams a clearer view of each customer from first contact through project completion.
Keep Sales and Delivery Teams Connected
Sales teams know what the customer agreed to, while project teams need that information to begin work correctly. A connected system carries notes, files, timelines, and client requirements into the delivery process, so your team can start with clear context.
Turn Won Deals into Projects Faster
A closed deal should move into delivery without another round of manual setup. The right CRM project management software can create projects, assign tasks, set owners, and add deadlines after a deal closes, helping your team begin work sooner.
Reduce Repeated Data Entry
Separate systems often force teams to enter the same customer details several times. A shared record across leads, deals, projects, emails, invoices, and support reduces errors and keeps information consistent.
Give Teams a Complete Customer View
Customer activity does not end when the sales team closes a deal. Project managers may need past emails, quotes, meeting notes, files, and agreed terms, so having that history in one place helps them make better decisions.
Improve Project Ownership and Visibility
Projects often fall behind when tasks lack clear owners or deadlines. A connected workspace shows who owns each task, what is overdue, and what needs attention next, while managers can review workloads before assigning more work.
Track Revenue Beyond the Sale
Closing a deal records expected revenue, but it does not show whether the work was delivered or billed successfully. A connected system links deals with projects, invoices, support requests, and renewals, giving your business a clearer view of the customer journey.
What Features Matter Most in a CRM with Project Management?
The most useful CRM project-management features include shared customer records, smooth deal-to-project handoffs, task planning, automation, workload tracking, team communication, billing, and reporting. Together, they help teams move from sales to delivery without losing context or repeating work.
Shared Customer and Project Records
Choose a platform that stores customer details, deal notes, quotes, files, tasks, and project updates together. Your sales and delivery teams should see the same information without copying records between tools.
Deal-to-Project Conversion
Test whether a won deal can create a project with the correct customer, owner, scope, tasks, and deadlines. The handoff should happen automatically or require only one action.
Tasks and Project Views
Check for lists, boards, calendars, timelines, subtasks, priorities, and due dates. Your team should be able to plan work and update progress using the view that suits them.
Workflow Automation
Use automation to create projects, assign tasks, send alerts, and schedule follow-ups. Confirm that the plan supports enough workflows for your daily sales and delivery process.
Workload Tracking
Review each team member’s assigned work, deadlines, and available capacity before adding new tasks. Workload management helps you balance assignments, identify overloaded team members, and respond before projects start falling behind.
Files and Team Communication
Keep project files, notes, messages, and client updates attached to the correct record. Your team should not need to search through separate inboxes and chat threads for important details.
Billing and Reporting
Choose software that links project progress with quotes, invoices, deadlines, and revenue. CRM invoicing software can help keep billing connected to the same customer and project records, while reports let you compare planned work, completed work, and billed amounts.
Best CRM with Project Management: Quick Comparison
The table below summarizes the 14 platforms covered in this guide. Pricing and plan availability are reproduced from the supplied source; check each provider before purchasing because plans can change.
Software | Pricing | Key Features | Best For |
|---|---|---|---|
KudosCRM | • Free: $0 • Basic: $9 annually / $12 monthly • Professional: $24 annually / $29 monthly • Enterprise: $49 annually / $59 monthly | • Projects • Workload Management • AI Assistant • Workflows | Connected sales and project delivery |
monday CRM | • Basic: $12 billed annually • Standard: $17 billed annually • Pro: $28 billed annually • Ultimate: Contact sales | • Gantt Chart • Project Dashboards • Workload View • Milestones | Visual and customizable project workflows |
Insightly | • Plus: $29 • Professional: $49 • Enterprise: $99 • Billed annually | • Opportunity-to-Project Conversion • Project Pipelines • Milestones • Custom Fields & Page Layouts | Post-sale project handoffs |
HubSpot | • Free: $0 for up to 2 users • Starter: $7 annually / $20 monthly • Professional: $90 annually / $100 monthly • Enterprise: $150 | • Project Pipelines • Board View • Gantt View • Project Reporting | CRM-connected service delivery |
Zoho CRM | • Free: $0 for 3 users • Standard: $14 annually / $20 monthly • Professional: $23 annually / $35 monthly • Enterprise: $40 annually / $50 monthly • Ultimate: $52 annually / $65 monthly | • Gantt Chart • Task Dependencies • Work Breakdown Structure • Workload Report | Businesses already using the Zoho ecosystem |
Pipedrive | • Lite: $14 • Growth: $39 • Premium: $59 • Ultimate: $79 • Billed annually | • Project Boards • Tasks & Activities • Gantt View • Project Templates | Sales teams managing post-sale work |
Teamwork | • Free: $0 • Basics: $9.99 billed yearly • Accelerate: $24.99 billed yearly • Optimize: Contact sales • Enterprise: Contact sales | • Templates • Milestones • Workflows • List, Board, Table, Timeline & Gantt Views | Agencies and client-service teams |
Salesforce | • Free Suite: $0 • Starter Suite: $25 • Pro Suite: $100 billed annually • Enterprise: $175 billed annually • Unlimited: $350 billed annually • Agentforce 1 Sales: $550 billed annually | • Project Progress Monitoring • Project Risk Tracking • Commitment & Deliverable Management • Project Collaboration | Enterprise teams needing custom project extensions |
Bitrix24 | • Free: $0 for 1–2 users • Basic: $49 annually / $69 monthly (5 users) • Standard: $99 annually / $144 monthly (50 users) • Professional: $199 annually / $289 monthly (100 users) • Enterprise: from $399 annually / $579 monthly | • Kanban Board • Gantt Chart • Workload Management • AI Assistant in Tasks & Projects | Teams wanting CRM, projects, and collaboration together |
Vtiger | • One Pilot: $0, up to 10 users • One Growth: $12 • One Professional: $30 • One Enterprise: $42 • One AI: $50 • Billed annually | • Gantt Charts • Tasks & Milestones • Project Comments • Notifications | Service teams managing customer projects |
Capsule CRM | • Free: $0 • Starter: $18 • Growth: $36 • Advanced: $54 • Ultimate: $72 • Billed annually | • List & Kanban Project Views • Project Tasks • Tracks • Client Email Updates | Simple client project tracking |
Scoro | • Core: $19.90 annually / $23.90 monthly • Growth: $32.90 annually / $38.90 monthly • Performance: $49.90 annually / $59.90 monthly • Enterprise: Custom | • Automated Project Planning • Resource Planning • Gantt & Dependencies • Project Portfolio Tracking | Project profitability and resource planning |
Pipeline CRM | • Start: $25 annually / $29 monthly • Develop: $33 annually / $39 monthly • Grow: $49 annually / $59 monthly • Enterprise: Custom | • Deal-Linked Projects • Milestones & Tasks • List, Kanban & Gantt Views • Guest Access | Teams that sell and deliver client work |
Wrike | • Free: $0 • Team: $10 • Business: $25 • Pinnacle: Contact sales • Apex: Contact sales | • Gantt Charts • Workload Charts • Board View • Custom Project Views | Project-first teams needing stronger resource control |
14 Best CRM with Project Management Software
The platforms below connect sales and project delivery in different ways. Some include project tools natively, while others rely on a separate product, add-on, workflow, or integration. Compare the handoff process and project depth against the way your team actually works.
1. KudosCRM: Best for Connected Sales and Project Delivery
KudosCRM is a CRM with project management software built around one connected customer record. It lets teams move won deals into delivery projects, manage tasks and workloads, and keep clients updated through a secure portal. Moreover, Kudos AI works inside CRM records to draft emails, summarize activity, and suggest the next step, helping teams reduce manual work across sales and delivery.
Pricing | Key Features |
|---|---|
• Free: $0 • Basic: $9 annually / $12 monthly • Professional: $24 annually / $29 monthly • Enterprise: $49 annually / $59 monthly | • Projects • Workload Management • AI Assistant • Workflows |
2. monday CRM: Best for Visual Project Workflows
For teams looking for project management software with flexible visual workflows, monday CRM is a strong option. It connects sales activity with monday work management, where teams can plan projects, track resources, and monitor progress through customizable boards and views. This setup works well for teams that prefer visual planning across both sales
Pricing | Key Features |
|---|---|
• Basic: $12 billed annually • Standard: $17 billed annually • Pro: $28 billed annually • Ultimate: Contact sales | • Gantt Chart • Project Dashboards • Workload View • Milestones |
3. Insightly: Best for Post-Sale Project Delivery
Built for the handoff after a deal closes, Insightly combines customer relationship management with native project delivery tools. Teams can convert opportunities into projects while carrying over related records, tasks, and customer details. They can then use pipelines and milestones to track delivery, making Insightly a practical choice for businesses that want sales and project work connected in one system.
Pricing | Key Features |
|---|---|
• Plus: $29 • Professional: $49 • Enterprise: $99 • Billed annually | • Opportunity-to-Project Conversion • Project Pipelines • Milestones • Custom Fields & Page Layouts |
4. HubSpot: Best for CRM-Connected Project Delivery
HubSpot connects project delivery with the same CRM records used for deals, contacts, and tasks. Teams can organize projects in custom pipelines, switch between board and Gantt views, and report on delivery progress. With Professional or Enterprise workflows, closed-won deals can also trigger project creation, helping sales teams hand work over without rebuilding client information.
Pricing | Key Features |
|---|---|
• Free: $0 for up to 2 users • Starter: $7 annually / $20 monthly • Professional: $90 annually / $100 monthly • Enterprise: $150 | • Project Pipelines • Board View • Gantt View • Project Reporting |
5. Zoho CRM: Best for Businesses Using the Zoho Ecosystem
Zoho CRM connects directly with Zoho Projects, allowing teams to create projects from Accounts, Contacts, and Deals. Once connected, sales and delivery teams can keep customer records in sync, manage tasks, follow dependencies, and track project progress without rebuilding the client information. This makes it a practical choice for businesses already using Zoho apps across sales and operations.
Pricing | Key Features |
|---|---|
• Free: $0 for 3 users • Standard: $14 annually / $20 monthly • Professional: $23 annually / $35 monthly • Enterprise: $40 annually / $50 monthly • Ultimate: $52 annually / $65 monthly | • Gantt Chart • Task Dependencies • Work Breakdown Structure • Workload Report |
6. Pipedrive: Best for Sales Teams Managing Post-Sale Projects
Pipedrive helps sales teams continue working with customers after a deal closes through its Projects feature. Teams can organize delivery on project boards, assign tasks and activities, plan timelines with Gantt views, and reuse templates for recurring work. As a result, it works well for onboarding, implementation, and other post-sale projects that need clear project tracking alongside customer and deal history.
Pricing | Key Features |
|---|---|
• Lite: $14 • Growth: $39 • Premium: $59 • Ultimate: $79 • Billed annually | • Project Boards • Tasks & Activities • Gantt View • Project Templates |
7. Teamwork: Best for Agencies Managing Client Projects
Teamwork is built around client management and project delivery, making it a good fit for agencies and professional service teams. It helps you plan projects, assign work, monitor progress, and collaborate with clients from one workspace. For teams connecting sales with delivery, the Optimize plan can also turn CRM pipeline activity into projects and planned work.
Pricing | Key Features |
|---|---|
• Free: $0 • Basics: $9.99 billed yearly • Accelerate: $24.99 billed yearly • Optimize: Contact sales • Enterprise: Contact sales | • Templates • Milestones • Workflows • List, Board, Table, Timeline & Gantt Views |
8. Salesforce: Best for Enterprise Teams Needing Custom Project Workflows
Salesforce is primarily a CRM, but teams can extend it into project delivery through AppExchange. Its free Project Management Tool (PMT) from Salesforce Labs lets Enterprise-level users structure projects, monitor progress, track risks, and manage deliverables inside Salesforce. This approach suits larger teams that want project work built around existing customer and sales data rather than moving to another system.
Pricing | Key Features |
|---|---|
• Free Suite: $0 • Starter Suite: $25 • Pro Suite: $100 billed annually • Enterprise: $175 billed annually • Unlimited: $350 billed annually • Agentforce 1 Sales: $550 billed annually | • Project Progress Monitoring • Project Risk Tracking • Commitment & Deliverable Management • Project Collaboration |
9. Bitrix24: Best for Teams Wanting CRM, Projects, and Collaboration Together
Bitrix24 combines CRM, project management, and team collaboration all in one workspace. Teams can manage projects through Kanban, Gantt, Scrum, calendar, or task lists, while workload tools help managers balance assignments. In addition, CoPilot can generate task descriptions, build checklists, and summarize progress, which makes day-to-day project planning easier.
Pricing | Key Features |
|---|---|
• Free: $0 for 1–2 users • Basic: $49 annually / $69 monthly (5 users) • Standard: $99 annually / $144 monthly (50 users) • Professional: $199 annually / $289 monthly (100 users) • Enterprise: from $399 annually / $579 monthly | • Kanban Board • Gantt Chart • Workload Management • AI Assistant in Tasks & Projects |
10. Vtiger: Best for Managing Customer Projects in One CRM
Vtiger connects client management with built-in project tools, helping teams continue work after a sale without moving to another platform. You can create projects with tasks and milestones, monitor progress through Gantt charts, share project comments, and notify team members about approaching deadlines. This makes it useful for service teams that want customer records and project delivery closely connected.
Pricing | Key Features |
|---|---|
• One Pilot: $0, up to 10 users • One Growth: $12 • One Professional: $30 • One Enterprise: $42 • One AI: $50 • Billed annually | • Gantt Charts • Tasks & Milestones • Project Comments • Notifications |
11. Capsule CRM: Best for Simple Client Project Tracking
For small teams that need a CRM with project management without a heavy setup, Capsule CRM keeps client records and project work together. Teams can manage projects in List or Kanban views, assign tasks, send client updates from linked records, and use Tracks for repeatable workflows. As a result, Capsule works well for straightforward client delivery without adding a separate project tool.
Pricing | Key Features |
|---|---|
• Free: $0 • Starter: $18 • Growth: $36 • Advanced: $54 • Ultimate: $72 • Billed annually | • List & Kanban Project Views • Project Tasks • Tracks • Client Email Updates |
12. Scoro: Best for Project Profitability and Resource Planning
Scoro brings project profitability, client management, and resource planning into one workspace for professional services teams. You can turn approved quotes into projects, plan work around team capacity, track delivery in Gantt charts, and compare estimated costs with actual results. Therefore, it works well for agencies and consultancies that need tighter control over project margins.
Pricing | Key Features |
|---|---|
• Core: $19.90 annually / $23.90 monthly • Growth: $32.90 annually / $38.90 monthly • Performance: $49.90 annually / $59.90 monthly • Enterprise: Custom | • Automated Project Planning • Resource Planning • Gantt & Dependencies • Project Portfolio Tracking |
13. Pipeline CRM: Best for Teams That Sell and Deliver
Pipeline CRM makes the deal-to-project handoff part of its native CRM workflow. Teams can start a project from a closed-won deal, break delivery into milestones and tasks, apply project templates, and track work in List, Kanban, or Gantt views. Clients and vendors can also join selected projects as guests.
Pricing | Key Features |
|---|---|
• Start: $25 annually / $29 monthly • Develop: $33 annually / $39 monthly • Grow: $49 annually / $59 monthly • Enterprise: Custom | • Deal-Linked Projects • Milestones & Tasks • List, Kanban & Gantt Views • Guest Access |
14. Wrike: Best for Project-First Teams Needing Strong Resource Planning
Wrike puts resource planning and project execution first, while CRM connections come through integrations rather than a built-in sales CRM. Teams can plan dependencies in Gantt charts, balance workloads, reserve resources, track budgets, and switch between several project views. This makes it better suited to businesses that already have a CRM but need deeper delivery controls.
Pricing | Key Features |
|---|---|
• Free: $0 • Team: $10 • Business: $25 • Pinnacle: Contact sales • Apex: Contact sales | • Gantt Charts • Workload Charts • Board View • Custom Project Views |
What Should You Consider After Comparing the Best CRM Providers?
After comparing providers, test how each platform fits your actual sales-to-delivery process. Focus on project depth, handoffs, workload controls, automation limits, reporting, and total cost. A lower-priced plan offers little value if your team still needs additional tools to manage client work.
Check How Sales Handoffs Become Projects
Test what happens after a deal closes. The system should carry customer details, files, notes, owners, and agreed work into delivery without forcing your team to rebuild the project.
Review the Depth of Project Management
Check whether the platform supports the way your team actually works. Look at tasks, milestones, dependencies, timelines, project templates, and status tracking instead of judging it only by a Kanban board.
Test Workload and Resource Planning
See whether managers can check team capacity before assigning work. Good workload visibility helps you redistribute tasks early and avoid delays caused by overloaded team members.
Check Automation Limits
Review which actions you can automate and which plan includes them. Useful automations can create projects, assign tasks, update records, send alerts, and trigger follow-ups when a deal changes stage.
Compare Reporting and Billing Capabilities
Make sure reports cover more than the sales pipeline. If delivery affects revenue, check whether you can follow project progress, budgets, invoices, billable work, and profitability from the same system.
Calculate the Real Cost for Your Team
Compare the price of the plan that includes the features you need, not simply the cheapest advertised plan. Also account for project add-ons, separate products, automation limits, onboarding fees, and additional integrations.
Conclusion
Choosing the right CRM with project management depends on how effectively it connects sales with the work that follows. Some platforms are strongest in pipeline management, while others offer deeper project planning, workload control, or client-delivery features. The best fit is the one that moves a closed deal into active work without losing customer context, ownership, or visibility.
Among the options compared above, KudosCRM is designed for businesses that want that full flow in one system. A won deal can move into delivery while projects, tasks, files, workloads, and timelines stay linked to the same customer record. Teams can use Mission Control to spot at-risk work, review capacity before assigning tasks, track delivery progress, and compare project budgets with invoiced amounts.
Once the project is complete, the same record continues into billing, support, and renewal. This is where Kudos AI helps with summaries, drafting, and next-step suggestions across the customer journey.