Best project management software with CRM in 2026 (tested & compared)

The best solution depends on your priority:

• GoodDay: Best for teams that want to manage both the sales pipeline and the actual delivery of work in a deeply customized workspace.
• Monday.com: Best for teams needing highly visual workflows.
• Insightly: Best for professional services, agencies, and B2B companies.
• HubSpot: Best for scaling sales, marketing, and customer relationship operations.
• Zoho CRM: Best for budget-conscious businesses wanting an extensive software suite.
• Nimble: Best for relationship-focused teams and small-to-medium businesses.

In this article, we explore the best project management software with CRM available today to help you make the best choice.

But if you have any questions that are not covered in this article, you can always connect with our team via info@goodday.work 

Comparison of the best project management software with CRM for 2026

We tested the leading project management and CRM platforms and selected the strongest options based on features, pricing, and overall value for different workflows. Keep in mind that pricing may change over time because software companies frequently update their plans, usage limits, and included features.

Software	Best for	Pricing	Plans that include CRM
GoodDay	Unified CRM, project delivery, resources, time, finance, and collaboration	Free for up to 15 users; Professional at $4 per user/month; Business at $7 per user/month; Enterprise pricing by quote Pricing details	Business and Enterprise plans include the CRM module.
Monday.com	Visual project workflows	Monday CRM Basic at $12, Standard at $17, and Pro at $28 per seat/month billed annually; Ultimate pricing by quote Pricing details	CRM functionality starts with Basic; higher tiers add automation, email tools, reporting, AI, security, and scale.
Insightly	Professional services and B2B deal-to-project handoffs	Plus at $29, Professional at $49, and Enterprise at $99 per user/month, billed annually Pricing details	Plus, Professional, and Enterprise plans
HubSpot	Sales, marketing, service, and customer lifecycle management	Free for up to two users; Starter from $7 per seat/month annually; Professional from $1,300/month; Enterprise from $4,700/month Pricing details	Free, Starter, Professional, and Enterprise all include CRM capabilities. Higher tiers add broader features.
Zoho CRM	Affordable CRM connected to a broad business software ecosystem	Free for three users; annual plans cost $14, $23, $40, or $52 per user/month; monthly plans cost $20, $35, $50, or $65 Pricing details	Every Zoho CRM edition includes CRM functionality, with higher tiers adding automation, AI, process management, customization, and analytics.
Nimble	Relationship management, prospecting, and lightweight workflows	$24.90 per seat/month billed annually or $29.90 billed monthly; 14-day free trial Pricing details	Business plan includes CRM

In-depth overview of the top project management software with CRM

We evaluated each platform based on its CRM capabilities, project planning features, collaboration tools, integrations, and desktop and mobile availability. We also considered whether project management is built into the product or requires an additional subscription, integration, or marketplace application.

GoodDay: best overall for unified sales and project delivery

GoodDay is an all-in-one project management software trusted by Fortune 500 companies, startups and businesses of all sizes all over the world. The platform connects CRM records with the projects, tasks, resources, budgets, and client work they generate. 

Main features

GoodDay provides the most complete project execution functionality. Its CRM is tied to accounts, contacts, deals, projects, and customer access, while the core platform covers planning, collaboration, time, resources, and reporting. Teams can configure workflows for Agile, Scrum, Waterfall, sales, service, and operational processes.

• Leads, accounts, contacts, and sales pipelines connected to delivery
• Unlimited projects, tasks, and project hierarchy
• Gantt charts, Kanban boards, calendars, workload views, and dashboards
• Custom workflows, statuses, task types, fields, and automations
• Dependencies, milestones, baselines, portfolios, and backlogs
• Built-in time tracking, estimates, reporting, and analytics
• Workload and resource management
• Budgets, expenses, invoices, and finance reporting
• Customer portal, feedback, and controlled project access
• More than 100 project and workflow templates
• AI chat, writing assistance, project summaries, and AI agents
• Two-factor authentication and enterprise security options

Integrations

GoodDay natively connects with Google Workspace, Gmail, Slack, Google Docs, Google Drive, Google Calendar, Dropbox, Box, GitHub, GitLab, email, and SAML Single Sign-On. Zapier provides connections to more than 1,300 business applications, while the GoodDay API supports custom integrations with internal systems.

Desktop and mobile capabilities

GoodDay runs in a browser and provides native Windows, macOS, Linux, iOS, and Android applications. Desktop apps provide quick access to the workspace, while mobile apps support core collaboration and task updates on the go. The mobile version is useful for daily work but does not contain every feature available on desktop.

Pros and cons

Pros	Cons
Connects CRM records directly to projects and delivery work	CRM and customer portals require the Business or Enterprise plan
Includes advanced project, time, resource, and finance tools	The extensive configuration options may require initial setup time
Offers competitive pricing for an all-in-one platform	Advanced reporting requires extra setup and configuration
Provides native desktop and mobile apps	Some security and reporting controls are offered only in to Enterprise

Monday.com: best for visual workflows

Monday.com offers Monday CRM and Monday Work Management as products on the same work platform. Teams can create visual pipelines, boards, automations, dashboards, and post-sale workflows. It is best for organizations that prioritize flexible layouts and no-code customization.

Main features

Monday CRM provides customizable pipelines, contacts, deals, email activity, dashboards, quotes, invoices, automations, and AI features. Its shared board-based architecture can also support project workflows, timelines, and Gantt charts. 

• Customizable lead, contact, account, and deal boards
• Multiple pipelines and connected records
• Email tracking, templates, sequences, and mass email
• Quotes and invoices
• Timeline, calendar, Kanban, chart, and Gantt views
• Dashboards and sales forecasting
• No-code automations and workflow building
• AI email generation, summaries, and data fields
• Forms for capturing leads and requests
• Custom columns, statuses, permissions, and templates

Integrations

Monday.com connects with tools such as Gmail, Outlook, Google Calendar, Slack, Microsoft Teams, Google Drive, Zoom, and Salesforce. Its marketplace contains additional applications for reporting, development, communication, and workflow management. The platform also offers a GraphQL API for custom data connections and applications.

Desktop and mobile capabilities

Monday.com provides browser access, desktop applications for Windows and macOS, and mobile apps for iOS and Android. CRM users can review records, update deals, and manage activities from the mobile application. Some setup tasks, integrations, complex dashboards, and advanced configurations remain easier to manage through the desktop or browser interface.

Pros and cons

Pros	Cons
Highly visual and customizable interface	CRM and Work Management may require separate product licenses
Flexible boards for sales and project workflows	Paid CRM plans require at least three seats
Strong automation and application marketplace	Automation and integration limits depend on the plan
Native Windows, macOS, iOS, and Android apps	Advanced Gantt and enterprise controls require higher tiers

Insightly: best for professional services, agencies, and B2B companies

Insightly combines CRM and native project management in one interface. Sales teams can manage opportunities and convert won deals into projects without manually recreating customer information.

Main features

Insightly connects contacts, organizations, opportunities, products, emails, tasks, and projects through relationship links. Project teams can use pipelines, milestones, tasks, calendars, and dashboards to manage delivery. 

• Lead, contact, organization, and opportunity management
• Native project and task management
• Deal-to-project conversion
• Pipelines and milestones
• Relationship linking between records
• Custom fields, page layouts, and validation rules
• Workflow automation and lead routing
• Dashboards, reports, and sales forecasting
• Email templates, scheduling, and tracking
• AI Copilot on Professional and Enterprise plans
• Products, price books, and quotes on Enterprise
• Mobile business card scanning and voice notes

Integrations

Insightly supports integrations through AppConnect, its low-code and no-code integration platform. Organizations can connect CRM data with email, accounting, communication, marketing, support, and project applications. Available options include Gmail, Outlook, Google Workspace, Microsoft 365, QuickBooks, Xero, Slack, DocuSign, Zapier, Jira, and Trello, as well as API access.

Desktop and mobile capabilities

Insightly is primarily browser-based on desktop and offers mobile CRM applications for iOS and Android. The mobile interface combines customer and project information so users can review records, update opportunities, manage projects, scan business cards, create notes, and complete follow-up work while away from their computers.

Pros and cons

Pros	Cons
Native connection between opportunities and projects	Listed prices require annual billing
Strong relationship linking between CRM records	Workflow automation starts on the Professional plan
Suitable for agencies and professional services firms	Resource and portfolio planning are lighter than in dedicated project management tools
Project functionality is included in the entry CRM plan	Complex AppConnect workflows may require additional setup

HubSpot: best for scaling sales, marketing, and customer operations

HubSpot covers CRM, marketing, sales, service, content, data, and revenue operations. It includes tasks, campaigns, tickets, workflows, communication history, and reporting. However, it is not a complete native project management platform, so organizations with advanced delivery requirements commonly connect it to a dedicated project management application.

Main features

HubSpot centralizes customer records and provides tools for managing leads, deals, communication, marketing activities, sales follow-ups, and service requests. Native task management supports sales work, but complex schedules, dependencies, resources, utilization, and project budgets generally require an integration.

• Contact, company, lead, and deal management
• Sales pipelines, tasks, queues, and reminders
• Email templates, tracking, sequences, and scheduling
• Marketing campaigns, forms, landing pages, and automation
• Help desk, tickets, knowledge bases, and service tools
• Content management and customer data tools
• Quotes, subscriptions, billing, and payment features
• Custom reports and dashboards
• Breeze AI assistants, agents, and data tools
• Customer communication across email, chat, calling, and messaging

Integrations

The HubSpot Marketplace provides thousands of integrations across project management, communication, accounting, marketing, support, analytics, and development. Project-focused options include Asana, Teamwork.com, and PSOhub. Teams can also connect Gmail, Outlook, Slack, Zoom, Google Calendar, Microsoft Teams, QuickBooks, and numerous other applications.

Desktop and mobile capabilities

HubSpot is primarily accessed through a desktop browser and provides mobile apps for iOS and Android. Mobile users can review CRM records, manage tasks, update deals, call customers, scan business cards, access conversations, and receive notifications.

Pros and cons

Pros	Cons
Strong sales, marketing, and customer service functionality	Not a complete native project management platform
Extensive integration marketplace	Advanced project delivery often requires an additional tool
Centralized customer communication and activity history	Professional and Enterprise bundles are expensive
Suitable for scaling revenue and customer operations	Pricing and product packaging can be difficult to compare

Zoho CRM: best for budget-conscious businesses

Zoho CRM provides affordable contact, pipeline, automation, analytics, and sales management within the broader Zoho ecosystem. Project management is delivered through an integration with Zoho Projects rather than the standalone CRM alone. 

Main features

Zoho CRM supports sales force automation, multichannel communication, process management, analytics, inventory, portals, forecasting, and AI. Connecting it with Zoho Projects lets teams create projects from accounts, contacts, and deals, associate delivery with customer records, and synchronize selected tasks and comments between the two applications.

• Leads, contacts, accounts, and deals
• Multiple sales pipelines
• Tasks, calls, meetings, and reminders
• Workflow and process automation
• Sales forecasting and custom dashboards
• Zia AI predictions and recommendations
• Inventory, products, invoices, and purchase orders
• Customer, partner, and vendor portals
• Custom modules, fields, layouts, and functions
• Zoho Projects integration
• Two-way synchronization for supported project tasks and comments
• Mobile CRM applications

Integrations

Zoho CRM provides more than 1,100 ready-to-use integrations. It works closely with Zoho Projects, Desk, Books, Campaigns, Analytics, Forms, Sign, Meeting, WorkDrive, and other Zoho products. Third-party connections include Google Workspace, Microsoft 365, Slack, QuickBooks, telephony providers, meeting platforms, and marketplace extensions.

Desktop and mobile capabilities

Zoho CRM is browser-based and provides mobile applications for iOS and Android. Users can access leads, contacts, deals, tasks, meetings, calls, reports, and other CRM data while away from their desks.

Pros and cons

Pros	Cons
Affordable free and paid CRM plans	Full project management requires Zoho Projects
Broad ecosystem of connected business applications	Teams may need to manage multiple subscriptions and interfaces
Extensive customization and automation options	Advanced AI and process controls require higher plans
Direct integration with Zoho Projects	The extensive ecosystem can take time to configure

Nimble: best for relationship-focused teams and small-to-medium businesses

Nimble combines contact enrichment, communication history, sales pipelines, email outreach, tasks, and customizable workflows. It is particularly useful for consultants, agencies, solopreneurs, and small teams that work through personal relationships. 

Main features

Nimble automatically brings together contact details, emails, calendar activity, social and business information, and deal history. Teams can create tasks and reminders, run email sequences, track engagement, and organize contacts without maintaining separate spreadsheets.

• Contact and company management
• Automatic profile and data enrichment
• Communication and relationship history
• Sales pipelines and forecasting
• Customizable Kanban workflows
• Tasks, reminders, calls, and calendar activities
• Email templates, sequences, and group messages
• Web forms and lead capture
• Reporting and pipeline analytics
• Nimble Prospector browser extension
• AI-assisted email creation
• Mobile CRM for iOS and Android

Integrations

Nimble connects directly with Microsoft 365 and Google Workspace to synchronize email, contacts, and calendars. It supports more than 100 integration partners, third-party connections, and API-based integrations. 

Desktop and mobile capabilities

Nimble is browser-based and offers mobile CRM applications for iOS and Android. Its browser extensions and inbox add-ins make customer records available inside Gmail, Outlook, Microsoft Teams, social networks, and other websites. Mobile users can review communication history, update contacts, manage pipelines, and complete follow-up activities while traveling.

Pros and cons

Pros	Cons
Strong relationship and contact intelligence	No permanent free plan
Simple single-plan pricing	Limited advanced project planning functionality
Useful browser extensions and inbox integrations	No native resource or utilization management
Good fit for small, relationship-driven teams	Contact, storage, and email volume limits apply

Essential features of project management software with CRM

Teams discussing combined CRM and project management tools on Reddit and Quora frequently discuss such problems like avoiding handoff gaps, duplicate data, and disconnected client communication. The most useful platforms do more than store contacts. They connect leads and deals to tasks, schedules, owners, files, resources, reporting, and the client-facing work that follows a sale.

Feature	Description
Deal-to-project connection	The platform should convert or connect won opportunities to delivery projects without requiring teams to enter the same customer data again.
Linked customer records	Contacts, accounts, communication, deals, tasks, projects, files, invoices, and support activity should remain accessible from related records.
Project planning	Look for tasks, subtasks, owners, deadlines, dependencies, milestones, Gantt charts, Kanban boards, calendars, and customizable workflows.
Time and resource management	Teams delivering billable or capacity-dependent work need estimates, time tracking, workloads, availability, utilization, budgets, and cost reporting.
Client collaboration	Customer portals, shared files, approvals, feedback, forms, email history, and controlled project visibility reduce fragmented communication.
Automation and integrations	Automations should connect sales and delivery stages, while integrations keep email, calendars, documents, communication, accounting, and development tools synchronized.
Reporting	Dashboards should combine pipeline performance, project progress, time, resources, costs, customer activity, and delivery results.
Permissions and security	Role-based permissions, customer access controls, audit logs, two-factor authentication, SSO, and enterprise policies protect operational and customer data.

How to select the best project management software with CRM

Compare CRM depth, project controls, collaboration, resources, reporting, integrations, mobile access, security, and total subscription cost.

Determine whether project management is native

Check whether projects, tasks, dependencies, resources, time, and budgets are built into the same product as the CRM. An integration can be effective, but it may introduce separate licenses, interfaces, permissions, and support arrangements. Native functionality usually provides a cleaner connection between customer records and delivery activity.

Match CRM depth to your sales process

Simple teams may only need contacts, deals, reminders, and a visual pipeline. Longer or more complex sales cycles can require multiple pipelines, account hierarchies, email sequences, forecasting, quotes, approvals, products, automation, and detailed relationship history. Confirm that each required feature is included in the plan you intend to purchase.

Evaluate delivery and resource planning

Review how the platform handles schedules, dependencies, milestones, recurring work, project templates, time estimates, actual time, workloads, skills, availability, utilization, expenses, budgets, and invoices. These functions are important for agencies, consultants, and service businesses whose profitability depends on assigning the right people and controlling delivery costs.

Calculate the complete subscription cost

Do not compare only the lowest advertised price. Consider seat minimums, billing commitments, CRM and project licenses, required add-ons, automation limits, storage, integrations, onboarding, customer portal access, AI usage, and premium support. A low entry price may become expensive when essential delivery or reporting features require additional products.

Test integrations, mobile access, and security

Confirm that the software connects with your email, calendar, documents, accounting system, communication tools, and other essential applications. Test the mobile app with real workflows rather than assuming feature parity. Larger organizations should also review SSO, two-factor authentication, audit controls, permissions, data hosting, and enterprise access policies.

Manage customer relationships and project delivery with GoodDay

GoodDay combines CRM, projects, time tracking, resource management, finance, reporting, and collaboration in one customizable platform. 

You can try GoodDay to see how it supports your sales pipeline and project workflows.

And if you have any questions, you can always connect with our team via info@goodday.work 

FAQs

What is the CRM software?

Customer relationship management is software for organizing customer data, contact management, deal stages, and recorded customer interactions. CRM software supports managing customer relationships across the sales team, customer service teams, and sales and marketing teams. GoodDay connects those records, client interactions, each client relationship, and wider business relationships with delivery work.

What is the best CRM and project management software?

The best CRM and project management solution is GoodDay because its CRM project management software combines sales records with a complete project management platform. This unified platform helps teams manage projects without multiple tools or manual data entry. Its key features cover project management features, business operations, seamless integration, and one configurable project management system.

What CRM project management software has the best collaboration features?

GoodDay’s connected environment has the strongest collaboration features for project teams. Its collaboration tools keep conversations, files, project status, and customer records on the same page. Users can assign tasks, coordinate project tasks, view all the tasks, apply task tracking, and connect project workflows through automated workflows and workflow automation.

What is the best project management software with client communication features?

For client communication, GoodDay is the best project solution because its customer portal links messages, files, feedback, and project details. Unlike basic task management, its project tools support project tracking across ongoing projects, helping customers track project progress. These updates strengthen customer satisfaction and give customer success teams reliable delivery visibility.

What project management software with CRM is the best for complex projects?

For complex projects, GoodDay is the best CRM with project management because it combines project planning, Gantt charts, task dependencies, project timelines, project risks, and project execution. Its advanced features help project managers control project delivery without a separate dedicated project management tool, while CRM records remain connected to schedules, responsibilities, budgets, and results.

What’s the best CRM with resource planning and utilization features?

GoodDay is the best choice for resource allocation because its resource planning and resource management views connect workloads, availability, estimates, and financial management. For project based businesses and service businesses, project data supports capacity decisions across active work. Teams can balance assignments, monitor utilization, and adjust staffing before schedules or budgets are affected.

What are the 5 phases of project delivery?

The five phases are initiation, planning, execution, monitoring and control, and closure. Initiation defines goals and business processes; planning sets scope, schedules, budgets, and project templates. Execution produces deliverables, including software development work. Monitoring checks results and changes. Closure confirms acceptance, documents outcomes, and formally completes the handoff to operations.

What’s the most reliable CRM for managing long sales cycles

For long sales cycles, GoodDay is the most reliable choice because its CRM tools support sales pipeline management while preserving account history and linking won deals to delivery. Automated project creation can reduce handoff delays, while marketing automation supports sustained follow-up. Teams retain context from first contact through implementation, service, renewal, and expansion.