Question: Can you recommend a CRM system that also offers task and project management features?

Bitrix24 screenshot thumbnail

Bitrix24

If you're looking for a full-featured CRM with a lot of task and project management abilities, Bitrix24 is worth a look. The all-in-one tool combines CRM with project management tools like Gantt charts, Kanban boards and time tracking, along with AI-powered CoPilot for tasks and project automation. It also integrates with other tools like Jira, Trello and Asana. And it offers a free forever plan with unlimited users, so it's good for small businesses or startups.

Salesforce screenshot thumbnail

Salesforce

Another top contender is Salesforce, a CRM giant with AI-powered abilities. It can link marketing, sales and service teams onto a single platform with tools like Einstein 360, AI Copilot and Slack integration. Salesforce has a lot of customization options and industry-specific packages, so it can be used to customize customer relationships and business operations.

Salesforce screenshot thumbnail

Salesforce

If you want a highly customizable CRM, Salesforce offers a full range of tools with modules for marketing, sales and service. Its Starter Suite is geared for small businesses, with a range of tools at a lower price. The Pro Suite adds more features with advanced automation and live chat, and is geared for businesses that want to grow rapidly.

ClickUp screenshot thumbnail

ClickUp

Last, ClickUp is an adaptable project management tool that combines tasks, goals and chat in one tool. It's got lots of templates and customizable views, no-code automation abilities and integrations. That makes ClickUp a good fit for teams in many industries trying to get work done and be more productive.

Additional AI Projects

Dynamics 365 screenshot thumbnail

Dynamics 365

Unifies business data and processes across teams, creating great customer experiences and business agility through AI-infused experiences and low-code tools.

Monday.com screenshot thumbnail

Monday.com

Automate repetitive tasks and workflows with customizable, AI-powered tools, and make data-driven decisions with real-time insights.

Wrike screenshot thumbnail

Wrike

Visualize and optimize workflows with customizable dashboards, automated workflows, and interactive project scheduling across teams.

Creatio screenshot thumbnail

Creatio

Automate business processes and customer relationships with no-code tools, leveraging AI and machine learning to simplify decision-making and workflow optimization.

Asana screenshot thumbnail

Asana

Automate repetitive work, track progress, and connect tasks to company objectives with AI-driven workflows, smart summaries, and real-time data insights.

SugarCRM screenshot thumbnail

SugarCRM

Gain customer and business insights with data-driven predictions, and leverage AI-powered features to flag high-priority prospects and lead scoring.

Trello screenshot thumbnail

Trello

Visualize and manage projects from multiple perspectives with customizable boards, timelines, and calendars, and automate workflows with intuitive automation tools.

Jira screenshot thumbnail

Jira

Get AI-assisted task suggestions to help achieve big ideas, and connect work to company goals for better alignment and visualization.

Kroolo screenshot thumbnail

Kroolo

Automate repetitive work, consolidate apps, and collaborate with AI-powered project management, task assignment, and goal setting in a single, unified system.

Airtable screenshot thumbnail

Airtable

Operationalize data and redesign workflows with AI-driven automation, custom interfaces, and real-time data visualization, all without extensive coding.

Taskade screenshot thumbnail

Taskade

Unlock 10x productivity with custom AI agents, automated tasks, and real-time collaboration, streamlining workflows and amplifying team efficiency.

Spreadsheet.com screenshot thumbnail

Spreadsheet.com

Combines spreadsheet interface with automation, customizable views, and integrations to streamline project management, data tracking, and team collaboration.

Attio screenshot thumbnail

Attio

Create a customizable CRM with flexible templates and blocks, tailoring workflows to your business needs for efficient scaling and collaboration.

Moovila screenshot thumbnail

Moovila

Automates project operations, detects risks, and forecasts capacity in real-time, optimizing resource allocation and ensuring timely project delivery.

OnePlan screenshot thumbnail

OnePlan

Unifies strategic portfolio, financial, resource, and work management across the enterprise, providing a single source of truth for data-driven decision-making.

Pipedrive screenshot thumbnail

Pipedrive

Streamline sales workflows with customizable pipelines, automated lead nurturing, and real-time sales metrics to boost productivity and close more deals.

Zapier screenshot thumbnail

Zapier

Automate tasks and workflows across 7,000+ apps with AI-powered technology, customizing your workflow to focus on high-priority business tasks.

Swantide screenshot thumbnail

Swantide

Automate CRM workflows, debug problems, and answer questions with AI-powered tools, reducing manual labor and accelerating Salesforce setup and adoption.

Workstreams.ai screenshot thumbnail

Workstreams.ai

Visualize and manage projects with AI-driven task automation, customizable workflows, and integrated time tracking to boost team productivity and efficiency.

Leiga screenshot thumbnail

Leiga

Automates project management tasks, freeing teams to focus on high-value work, with AI-driven features for planning, tracking, collaboration, and decision making.