Hello Friends, Good Evening today i am telling you about the CRM platforms that offers built in project management features. This will be very helpful for business owners, freelancers, Newers (Startup-Teams). They are looking for all in one CRM tool and also we all know that CRMs are great for tracking leads, managing sales, and organizing customer data.
But sometimes you want to manage your projects, tasks, deadlines, and team collaboration right inside the same CRM?
So i am introducing you to all of you about the top 5 CRM platforms for 4 different works for leads, tasks, emails, and project tracking.
🔹 1. Bitrix24
If you want to do smooth project management, HR, communication, and even website building then Bitrix24 is that tool which can do it all.
- Why it stands out: Enterprise-grade features for small biz pricing
- Use case: Teams that need deep collaboration tools
- Top features: Kanban boards, group chats, task dependencies
🔹 2. Apptivo
Apptivo is a flexible and very simple business software suite. Which comes with both CRM and project management modules, and they both work excellent in their fields.
- Why it stands out: Customizable modules for multiple industries
- Use case: Construction, real estate, service businesses
- Top features: Expense tracking, timesheets, workflow triggers
🔹 3. Workbooks CRM
If you are looking for a United Kingdom based CRM platform then Workbooks is that. Workbooks is designed for mid-sized businesses, and it includes built-in delivery and project tracking tools.
- Why it stands out: Combines post-sale delivery tracking with CRM
- Use case: SaaS and product-based companies
- Top features: Case management, task lists, project phase monitoring
🔹 4. Vtiger CRM
With the Vtiger project management side that includes hierarchies, dependencies, and resource planning tasks. Vtiger CRM offers a unified system that covers sales, marketing, helpdesk, and projects.
- Why it stands out: Single view for sales + support + delivery
- Use case: Customer success teams and MSPs
- Top features: Ticket-to-task automation, time tracking, email alerts
🔹 5. Teamleader
This is a strong CRM and based on European roots. Teamleader for service-based businesses like both customer management and project tracking.
- Why it stands out: Simple interface and end-to-end workflow
- Use case: Marketing agencies, small consultancies
- Top features: Time tracking, invoice sync, integrated calendar
