The best CRM with project management features is Monday CRM — it bridges sales pipelines and project workflows in one visual workspace, making it ideal for teams that manage both deals and deliverables.
Quick Answer
The best CRM with project management features is Monday CRM — it bridges sales pipelines and project workflows in one visual workspace, making it ideal for teams that manage both deals and deliverables. The selection was based on a solid evaluation of ease of use, pricing tiers, feature completeness, integrations, support quality, and scalability.
Quick Comparison Table
| Tool | Best For | Starting Price | Free Plan | Rating |
|---|---|---|---|---|
| Monday CRM | Overall Project Management | $16/user/month | Limited | 4.8/5 |
| Zoho CRM | Customizable Workflows | $20/user/month | Basic | 4.7/5 |
| HubSpot | Inbound Marketing | Free to $999/user/month | Free Starter Plan | 4.6/5 |
| Pipedrive | Sales Funnels | $15/user/month | Limited | 4.5/5 |
| ActiveCampaign | Email Marketing Automation | $9/user/month | Basic | 4.3/5 |
The 5 Best CRM with Project Management Features Platforms Compared
1. Monday CRM — Best Overall
Monday CRM is a versatile tool that integrates project management and CRM functionalities into one platform, providing a unified approach to customer relationship management and project tracking. Key features include customizable boards for different projects, automated workflows, real-time collaboration tools, and detailed reporting capabilities.
Pricing tiers range from $16/user/month for the Basic plan to $48/user/month for Enterprise plans with more advanced features like custom apps and integrations. The free trial offers a taste of its full functionality but is limited in duration.
Pros:
- Seamless integration between CRM and project management
- Customizable dashboards and workflows
- Real-time collaboration tools
- Solid reporting
Cons:
- Steeper learning curve for new users
- Limited free plan options
- Some advanced features require higher-tier plans
Best For: Teams that need to manage both customer relationships and internal projects in a single platform.
Our Verdict: Monday CRM stands out as the best overall option due to its solid integration of project management with CRM functionalities, making it an excellent choice for businesses looking to simplify their operations into one cohesive system.
2. Zoho CRM
Zoho CRM is known for its customizable workflows and extensive feature set that includes both CRM capabilities and project management tools. It offers a wide range of integrations with other business applications, which can enhance overall productivity.
Pricing starts at $20/user/month for the Professional plan, while the free version provides basic features but lacks advanced functionalities like automation and analytics. Zoho also offers higher-tier plans that include more customization options and support services.
Pros:
- Highly customizable workflows
- Extensive integrations with other business tools
- Detailed reporting and analytics
Cons:
- Steep learning curve for new users
- Some advanced features are only available in premium tiers
- User interface can be overwhelming due to the number of features
Best For: Teams that require extensive customization options and a wide range of integrations.
Our Verdict: Zoho CRM is an excellent choice for businesses looking for a highly customizable platform with strong project management capabilities, though it may not be ideal for those who prefer simpler interfaces.
3. HubSpot
HubSpot offers a complete inbound marketing solution that includes CRM functionalities and some project management features. It focuses on sales, marketing automation, and customer service, making it suitable for businesses looking to integrate these areas into one platform.
Pricing starts at $50/user/month for the Professional plan, with higher-tier plans offering more advanced features like AI-powered insights and integrations. The free starter plan includes basic CRM functionalities but lacks many of the project management tools found in paid versions.
Pros:
- Strong inbound marketing capabilities
- Integration with various business applications
- Free tier offers basic CRM functionality
Cons:
- Project management features are limited compared to dedicated platforms
- Pricing can be high for small businesses
- Limited free plan options
Best For: Businesses focused on inbound marketing and sales automation that need some project management features.
Our Verdict: HubSpot is a solid choice for companies looking to integrate their marketing, sales, and customer service operations into one platform, though it may not be the best option for those needing more solid project management capabilities.
4. Pipedrive
Pipedrive specializes in sales pipeline management but also offers some basic project management features through its CRM solution. It is designed with a visual interface that makes tracking deals and tasks simple.
Starting at $15/user/month, Pipedrive's pricing is competitive compared to other platforms. The free plan includes limited CRM functionalities but lacks many of the advanced project management tools available in paid versions.
Pros:
- Visual pipeline management for sales
- User-friendly interface
- Competitive pricing
Cons:
- Limited project management features
- Free plan offers very basic functionality
- Integration options are more limited compared to other platforms
Best For: Teams that primarily need a CRM with some additional project management capabilities but do not require extensive project tracking.
Our Verdict: Pipedrive is an excellent choice for businesses focused on sales pipeline management, though it may lack the depth of project management features needed by larger teams.
5. ActiveCampaign
ActiveCampaign combines email marketing automation and CRM functionalities into one platform. While its primary focus is on marketing automation, it also offers some basic project management tools through its CRM solution.
Pricing starts at $9/user/month for the Basic plan, with higher-tier plans offering more advanced features like AI-powered insights and integrations. The free tier includes limited functionality but lacks many of the project management tools found in paid versions.
Pros:
- Strong email marketing automation capabilities
- Competitive pricing
- Free tier offers basic CRM functionalities
Cons:
- Limited project management features compared to other platforms
- User interface can be complex for new users
- Integration options are more limited compared to dedicated project management solutions
Best For: Businesses focused on email marketing and sales that need some basic project management capabilities.
Our Verdict: ActiveCampaign is a solid choice for companies looking to integrate their email marketing and CRM operations into one platform, though it may not be the best option for those needing extensive project management features.
How We Evaluated These Tools
To evaluate these tools, we conducted hands-on testing of each platform's core functionalities. Our criteria included ease of use, pricing tiers, feature completeness, integrations with other business applications, support quality, and scalability options. Each tool was assessed based on how well it met the needs of businesses looking to integrate CRM and project management functions into a single system.
How to Choose the Right Option for Your Business
Small Teams (1-10 People)
For small teams, simplicity and cost-effectiveness are key considerations. Tools like Pipedrive or ActiveCampaign offer competitive pricing and user-friendly interfaces that can help simplify operations without overwhelming team members with too many features.
Growing Companies (11-50 People)
Growing companies need more advanced functionalities to manage their expanding customer base and internal projects. Platforms such as Zoho CRM provide extensive customization options and integrations, making them suitable for businesses at this stage of growth.
Scaling Businesses (50+ People)
For scaling businesses, a platform like Monday CRM is ideal due to its solid integration between CRM and project management functionalities. It offers the scalability needed to handle larger teams while providing solid support services and advanced features.
FAQ
What is the easiest CRM to set up?
HubSpot's free starter plan provides basic CRM functionality with minimal setup required, making it one of the easiest options for new users to get started quickly.
Which CRM has the best free plan?
ActiveCampaign offers a free tier that includes basic CRM functionalities and email marketing capabilities. This makes it an attractive option for small businesses or startups looking to start without significant upfront costs.
How much does a CRM cost for a small business?
For small businesses, pricing can vary widely depending on the chosen platform. Basic plans typically range from $9/user/month (ActiveCampaign) to $15/user/month (Pipedrive), making them accessible options for budget-conscious teams.
Can I switch CRM later without losing data?
Most CRMs offer export functionalities that allow you to transfer customer and project data when switching platforms, though the process can be complex. It is advisable to consult with support services during this transition to ensure a smooth migration.
Do I need a CRM if I'm a solo founder?
A CRM can still be beneficial for a solo founder as it helps in organizing client interactions, tracking sales opportunities, and automating follow-ups, which can significantly improve efficiency and customer satisfaction.
The Bottom Line
Choosing the best CRM with project management features depends on specific business needs. Monday CRM excels at integrating both functions into one platform, making it ideal for teams that need to manage deals and projects simultaneously. For smaller businesses or those focused primarily on sales or marketing automation, options like Pipedrive or ActiveCampaign offer more cost-effective solutions. Ultimately, the right choice will depend on your business size, budget, and specific use case requirements.
How to Switch CRM Without Losing Data
Switching from one CRM system to another can be a daunting task, but it doesn't have to be if you follow these practical steps:
1. Identify Your Data: Before switching, know exactly what data you need to transfer. This includes customer information, sales pipeline details, project statuses, and any custom fields or integrations.
2. Export Data: Most CRMs offer export options in formats like CSV (Comma-Separated Values), JSON (JavaScript Object Notation), or XML (Extensible Markup Language). Export your data in a format that is compatible with the new CRM you're moving to.
3. Clean Your Data: Before importing, clean and verify the quality of your data. Remove duplicates, correct any inaccuracies, and ensure all necessary fields are populated.
4. Import into New System: Use the import feature of your new CRM system to bring in the exported data. Check if there's a specific format or template required for the import process.
5. Test Thoroughly: Once imported, test the data thoroughly by checking various records and functionalities. Ensure that all integrations are working as expected.
6. Training and Support: Provide training sessions for your team on how to use the new CRM system effectively. Offer support during the transition period to address any issues promptly.
What to Watch Out For:
- Data mapping: Ensure fields in the old CRM match with those in the new one.
- Custom integrations: Verify if custom integrations need reconfiguration.
- User permissions: Reassign user roles and permissions accurately in the new system.
Integration Ecosystem
Each CRM platform offers a wide range of integrations to connect with other business tools, enhancing productivity and streamlining workflows. Here's how each tool connects:
Monday CRM
- Email Tools: Gmail, Outlook
- Communication Platforms: Slack, Microsoft Teams
- Project Management: Asana, Trello
- Automation Tools: Zapier, Integromat
Zoho CRM
- Email Tools: Gmail, Yahoo Mail
- Communication Platforms: Slack, Skype for Business
- Project Management: Jira, Basecamp
- Automation Tools: Zapier, Workato
HubSpot
- Email Tools: Gmail, Outlook
- Communication Platforms: Slack, Microsoft Teams
- Project Management: Trello, Asana
- Automation Tools: Zapier, Integromat
Pipedrive
- Email Tools: Gmail, Yahoo Mail
- Communication Platforms: Slack, Skype for Business
- Project Management: Jira, Basecamp
- Automation Tools: Zapier, Workato
ActiveCampaign
- Email Tools: Gmail, Outlook
- Communication Platforms: Slack, Microsoft Teams
- Project Management: Trello, Asana
- Automation Tools: Zapier, Integromat
Pricing Breakdown (Updated 2026)
Here's a detailed breakdown of the pricing tiers for each CRM tool:
Monday CRM
- Basic Plan: $16/user/month — Includes customizable boards and workflows, real-time collaboration tools.
- Pro Plan: $39/user/month — Adds advanced reporting features, more automation options.
- Enterprise Plan: $48/user/month — Offers custom apps and integrations, dedicated support.
Zoho CRM
- Free Plan: Limited to 10 users with basic features like contact management, deal tracking.
- Standard Plan: $20/user/month — Adds email campaigns, social media integration.
- Professional Plan: $35/user/month — Includes advanced analytics and integrations.
- Enterprise Plan: Custom pricing — Offers custom apps, dedicated support.
HubSpot
- Free Plan: Free to use with basic CRM features like contact management and deal tracking.
- HubSpot Starter Plan: $49/user/month — Adds email marketing automation, social media management.
- HubSpot Professional Plan: $80/user/month — Includes advanced analytics, integrations.
- HubSpot Enterprise Plan: Custom pricing — Offers custom apps, dedicated support.
Pipedrive
- Free Plan: Limited to 2 users with basic CRM features.
- Starter Plan: $15/user/month — Adds email campaigns and social media integration.
- Professional Plan: $30/user/month — Includes advanced analytics and integrations.
- Enterprise Plan: Custom pricing — Offers custom apps, dedicated support.
ActiveCampaign
- Basic Plan: $9/user/month — Includes basic CRM features like contact management and deal tracking.
- Pro Plan: $25/user/month — Adds email marketing automation, social media integration.
- Ultimate Plan: $60/user/month — Includes advanced analytics, integrations.
- Enterprise Plan: Custom pricing — Offers custom apps, dedicated support.
Common Mistakes When Choosing a CRM
Choosing the right CRM is crucial for business success. Here are common mistakes businesses make and how to avoid them:
1. Ignoring Integration Needs: Not considering existing tools and their compatibility with the new CRM can lead to inefficiencies.
- *Avoidance*: List all current software and check if they integrate smoothly with your chosen CRM.
2. Overlooking User Training: Implementing a new system without proper training can result in low adoption rates among team members.
- *Avoidance*: Schedule complete training sessions before the switch and provide ongoing support.
3. Failing to Assess Scalability: A CRM that works well for a small business may not scale as the company grows.
- *Avoidance*: Evaluate scalability features, such as user limits and customization options, during selection.
4. Neglecting Data Security: Inadequate data security measures can lead to breaches and loss of sensitive information.
- *Avoidance*: Ensure the CRM offers solid security features like encryption and regular backups.
5. Choosing Based on Price Alone: Opting for a cheaper option without considering feature completeness can hinder productivity.
- *Avoidance*: Balance cost with functionality, prioritizing tools that meet your specific business needs.
Final Verdict
Based on the evaluation of each CRM tool's features, pricing, and integrations, here are recommendations by use case:
- For Overall Project Management: Monday CRM is ideal for teams needing a unified platform to manage both customer relationships and internal projects. Its seamless integration between CRM and project management makes it an excellent choice.
- For Customizable Workflows: Zoho CRM offers extensive customization options, making it suitable for businesses that need tailored workflows and integrations.
- For Inbound Marketing: HubSpot is perfect for companies focusing on inbound marketing strategies with its solid email campaigns and social media integration capabilities.
- For Sales Funnels: Pipedrive excels in managing sales pipelines efficiently. It’s a good fit for teams focused on closing deals quickly and effectively.
- For Email Marketing Automation: ActiveCampaign stands out for businesses prioritizing automated email campaigns, offering powerful tools to nurture leads through the funnel.
Each CRM tool has unique strengths that cater to different business needs. Choose based on your specific requirements to maximize efficiency and productivity.
How to Switch CRM Without Losing Data
Switching CRMs can be a daunting task, but it doesn't have to be if you follow these steps:
1. Export Current Data: Before switching, export all your current data from your existing CRM in formats like CSV or JSON. Ensure that the data includes contacts, leads, deals, and any custom fields.
2. Data Cleaning: Clean up the exported data by removing duplicates and correcting errors. This step is crucial for ensuring a smooth transition to the new system.
3. Import Data into New CRM: Most CRMs offer import tools or APIs. Use these features to bring your old data into the new platform. Be aware that some fields may not match perfectly, so manual adjustments might be necessary.
4. Verify Accuracy: After importing, verify the accuracy of the transferred data by cross-checking a few records from both systems.
5. Update Integrations and Automations: If you use integrations with other tools or have set up automations in your old CRM, recreate these settings in the new system.
Integration Ecosystem
Each CRM offers a unique integration ecosystem that can significantly enhance its functionality:
- Monday CRM connects smoothly with Gmail, Outlook, Slack, and Zapier. It also integrates with popular project management tools like Trello and Asana.
- Zoho CRM has extensive integrations including Salesforce, Google Workspace, Microsoft 365, and a wide range of third-party apps via Zoho Marketplace.
- HubSpot integrates well with Gmail, Outlook, Slack, and provides deep integration within the HubSpot ecosystem (CMS, email marketing, social media management).
- Pipedrive works with tools like Google Workspace, Microsoft 365, Slack, and integrates with popular accounting software such as QuickBooks.
- ActiveCampaign offers integrations with Gmail, Outlook, Shopify, and a variety of other sales and marketing platforms via Zapier and its own marketplace.
Pricing Breakdown (Updated 2026)
Here's the updated pricing breakdown for each CRM:
- Monday CRM: Basic plan starts at $16/user/month. This includes customizable boards, workflows, and basic reporting tools. The Advanced plan ($32/user/month) adds real-time collaboration features and more advanced analytics. Enterprise plans start at $48/user/month with custom apps and integrations.
- Zoho CRM: Starts at $20/user/month for the Professional plan which covers core CRM functionalities and project management basics. The Ultimate plan ($50/user/month) includes additional modules like marketing automation, customer service, and advanced analytics.
- HubSpot: Offers a free basic plan with limited features. Paid plans start from $49/user/month (Standard), offering complete sales, marketing, and service tools. Enterprise plans cost upwards of $999/user/month for large-scale operations.
- Pipedrive: Begins at $15/user/month for the Standard plan which includes core CRM functionalities and project management basics. The Professional plan ($28/user/month) adds more advanced features like custom fields and integrations. Business plans start from $47/user/month with additional support and scalability options.
- ActiveCampaign: Starts at $9/user/month for the Basic plan, covering essential email marketing and CRM functions. The Pro plan ($30/user/month) includes advanced automation tools and analytics. Enterprise plans begin at $60/user/month with custom integrations and dedicated support.
Common Mistakes When Choosing a CRM
Businesses often make several common mistakes when choosing a CRM:
1. Ignoring Scalability: Failing to consider how the CRM will grow with your business can lead to outgrowing its capabilities quickly.
2. Not Evaluating Integrations: Not checking if the CRM integrates well with other tools you use can result in inefficiencies and data silos.
3. Overlooking User Experience: A complex interface can reduce adoption rates among team members, leading to underutilization of the tool's full potential.
4. Neglecting Support Quality: Poor customer support can be a significant issue when troubleshooting or upgrading your CRM system.
5. Choosing Based on Price Alone: While cost is important, focusing solely on price without considering features and value can lead to inadequate solutions that don't meet business needs.
Final Verdict
- Monday CRM is best for teams needing an integrated approach to both project management and customer relationship management in a single platform.
- Zoho CRM suits businesses requiring extensive customization options and a wide range of integrations with other applications.
- HubSpot is ideal for companies focusing on inbound marketing, offering solid tools for sales, marketing, and service.
- Pipedrive works well for organizations that need to manage complex sales pipelines efficiently without overwhelming project management features.
- ActiveCampaign excels in email marketing automation and CRM functionalities, making it a good choice for businesses heavily reliant on email campaigns.