If you’re a business owner, project manager, or sales manager, you probably know just how important it is to have the right software to automate and manage core tasks. One of these vital tools is customer relationship management software, otherwise known as CRM.

Basically, a CRM helps your business to streamline customer-related processes, including customer relationships and customer service, boost sales, and consequently increase your profits.

That said, if your CRM doesn’t also help you with your project management, you will likely find yourself doing a whole bunch of tasks manually. And as a result, you may end up wasting a lot of time, missing deadlines, and having not-so-happy clients.

That’s why the best CRM software to go for in the market today are those that come with built-in project management capabilities. This kind of CRMs merges several things, including smooth communication, task assignment and follow-up, team collaborations, and file management.

So, what are some of the best CRM and project management software in the market in 2023?

1 Halsell: Best CRM/ Project Management Software Overall

As a small business owner or manager in a larger company, you likely always have a lot on your plate. You have to be on top of key assignments, including their deadlines, who’s doing what, and the progress at all times. And that’s not all; you have to make and return business calls and texts, as well as manage a lot of sales and marketing data.

All this is nearly impossible to do manually. And it would still be overwhelming if you had to maintain a tool for each task. That’s where Halsell comes in.

The software was created to simplify workplaces, and so far, it does a pretty good job. Halsell is an all-in-one CRM software that allows you to manage all your customer relations and project management tasks in one convenient place. For this reason, it replaces nearly a dozen apps you would otherwise need to streamline your workflows. Its core focus points include project management, sales and marketing, data management, and human resources.

So, if you are looking for a way to streamline and increase your team’s productivity while easing management and costs, this is probably the best software you can get.

2. Insightly: Best In Value For Money

Ambition or save capital? This is a hard pick for most business owners. Luckily, when it comes to CRM and workflow management tools, you can have a bit of both. Insightly, for example, offers pretty decent features for client and team management. The cloud-based CRM allows you to manage all your data, including lead/customer contacts, quotes, emails, reports, etc., in a central place. Plus, streamline your workflows for smoother project management.

Insightly can integrate with hundreds of apps you probably use to perform various business functions on a daily basis. We are talking about apps like Gmail, Dropbox, Slack, Google Drive, etc.

The only limitations with Insightly are customization and automation are quite limited on the lower plans. Plus, there’s no phone support for CRM users.

3. Salesforce: Best For Customization

If your priorities are customization and pushing sales, then Salesforce might work for your organization. As the name suggests, Salesforce CRM is a sales-focused tool businesses use to simplify their sales processes. Generally, it helps you manage your customer data while automating your sales tasks and keeping you on top of your performance.

So, you can see all your customer-related data in one place and analyze it to draw important insights.

That said, where Salesforce really shines is the customization options. You can actually customize everything within the software, from your dashboard to your business reports, to meet your unique needs.

4. Zoho

Zoho is a pretty good CRM, especially for new businesses or companies incorporating this type of software for the first time. Depending on your package, which ranges from a free basic plan to the ultimate paid plan, you can enjoy features like omnichannel communication, lead management, deal management, sales automation, and analytics and reporting.

But it doesn’t come without some downsides. Some features, especially those to do with project management, require add-ons. And these can increase your initial budget for your CRM software. Overall, a good tool for a business looking for something simple to start with; you can upgrade as your business grows.

5. Asana

Asana is more of a project management software than it is a CRM. But still good enough to make the top five. Now, what makes this tool unique is it offers a variety of ways to view your projects, including by deadlines or workloads. This simple feature makes it adaptable for different kinds of teams.

If you are using Asana, you will also like its convenient task management features; for instance, you can break down a large job into bit-size tasks and assign them to different team members. These members can then communicate and collaborate to make everything work seamlessly.

That said, you can only assign one job per team member at a time. Asana also comes with unlimited storage and easily integrates with various apps.

6. ClickUp

This software is a good pick if you are looking to plow down those stubborn work silos. By bringing your entire team together, ClickUp allows you to plan and execute various organizational tasks without hiding information between departments. The best part is that you can customize your settings such that all departments within your company deliver their contributions to the overall business goal.

ClickUp is pretty accessible too as you can use it on various devices, including Android smartphones, iPads, and iPhones. And it can also integrate with many other apps, including Google Chrome, Microsoft Outlook, GitHub, Alexa, and Jira, just to name a few.

7. Trello

Trello is a visual project management tool that streamlines operations by presenting all the processes to the team on just one page. You can design and customize your Trello into various boards, with each board pretty much serving as some sort of sticky note. If you want a tool that allows you to hit the ground running as soon as possible, Trello is it. The onboarding is pretty straightforward, both for you and your team.

Because Trello allows you to display your project visually, it makes the process more transparent, as each team member can see what is happening in real-time. Better yet, it gives power to each team player by allowing them to manage their part of the entire process. Each person can attach files to the boards, manage their dues dates, and much more.

Presently, you can use Trello on your iPhone, Android phone, PC, or tablet, as it supports these platforms and automatically scales to fit the screen size

8. Smartsheet

This is yet another project management tool that rivals Trello. It is a SaaS solution that is enterprise, meaning that it provides you with the right features, capabilities, and qualities for companies with complex needs. Smartsheet is a pretty sophisticated tool, and so are its capabilities. Thanks to the tool’s intuitive spreadsheet-like app, you can share files, manage customer information, monitor sales pipelines, manage event schedules, and more.

With Smartsheet, you access your account online or via integrations with web services like Salesforce service cloud, Dropbox business, Jira, Microsoft 365, Gmail, Microsoft Excel, and more. What’s more, you can integrate your system with your existing workflows through the API.

9. Monday.com

Like Trello and Smartsheet, Monday.com is a project management and collaboration tool that allows you to manage multiple teams across your business seamlessly. It is super simple to get on board with and provides a CRM with tools that enable you to capture and manage leads, monitor sales pipelines, and create custom projects. It also has features that allow you to launch marketing campaigns, monitor tasks, and track your team’s efforts.

Regarding usability, this tool has drag-and-drop functionality, allowing you to easily maneuver when organizing your teams and processes. It also offers industry-specific templates, effective automation, and complex integrations to make it easy to manage your projects.

With Monday.com, you don’t have to worry about getting everyone on the same page. In addition to getting a visual representation of how things are going at first glance, you can monitor progress on the go.

10. Wrike

Wrike is one of the tools that ticks both the project management and CRM software boxes. It allows you to personalize how you monitor sales leads and take care of your projects. When you use it right, you can obtain, organize, and update your leads and contact details more effectively.

This tool also helps you track your project timeframes and communication across different departments. Moreover, it makes setting goals, determining priorities, and creating client folders easier. You can also delegate jobs and set deadlines.

Pick A Project Management & CRM Software That Ticks All the Boxes

If you are looking for a project management and CRM tool, these 10 tools are an excellent place to start. By comparing them against your business’s needs, you can find a solution that helps you take your company to the next level by boosting productivity. Overall, Halsell can do most of what the other nine do, which is what makes it stand out.

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