Top 5 Project Management Software with CRM Integration for Small Business Teams

For small business teams, having an all-in-one tool that integrates project management and customer relationship management (CRM) is vital to stay efficient and competitive. These platforms streamline team collaboration, task management, and client communications without the complexity or cost of enterprise-level solutions. Here are the top 5 project management software options that integrate CRM functionalities, tailored for small businesses.

1. Zoho One

Best for: Comprehensive business suite for project and client management

Zoho One offers a complete business management solution that integrates project management and CRM, along with over 40+ other business tools. Small businesses can manage everything from sales pipelines and customer interactions to project tracking and team collaboration. Its all-in-one approach makes it perfect for small teams looking to centralize their business operations in a single platform. Interested in Zoho One? Use this referral link to get $100.00 in promotional credits upon signing up.

Key Features:

• Integrated CRM and project management within Zoho's ecosystem

• Tools for marketing, sales, finance, HR, and more

• Task automation and detailed reporting

• Collaboration features like chat, file sharing, and task dependencies

• Scalable pricing for growing businesses

2. Monday.com

Best for: Small teams needing flexibility and ease of use

Monday.com is a versatile platform that combines simple project management with CRM capabilities. Its highly customizable workflows help teams manage both client relationships and projects in one tool. With its easy-to-use interface and automation features, Monday.com helps small businesses stay on top of both internal tasks and customer follow-ups.

Key Features:

• Customizable workflows for tasks, projects, and sales tracking

• CRM features for client communication and lead management

• Automation for repetitive processes

• Affordable pricing plans for small teams

3. Trello

Best for: Simple and visual task management with CRM plugins

Trello’s visual, card-based interface makes it easy for small businesses to manage both projects and clients. While Trello itself doesn’t have built-in CRM capabilities, it integrates with popular CRM tools like HubSpot and Salesforce. This flexibility allows businesses to maintain a clear overview of tasks while keeping client data accessible.

Key Features:

• Visual Kanban boards for easy project tracking

• CRM integrations with HubSpot, Salesforce, and Zoho

• Intuitive drag-and-drop interface

• Free version available with paid Power-Ups for added features

4. ClickUp

Best for: All-in-one project management and CRM solution

ClickUp is highly flexible, allowing small businesses to manage projects and client relationships in one place. With CRM functionality, it can help teams track leads, manage client communications, and handle sales pipelines. ClickUp offers robust customization options and scalability, making it an excellent choice for small teams that plan to grow.

Key Features:

• Task and project tracking with various view options (list, board, calendar, etc.)

• CRM features to track leads and sales processes

• Free plan with scalable paid options

• Time tracking, goal setting, and document management

5. Bitrix24

Best for: Small businesses looking for a free CRM and project management solution

Bitrix24 offers an all-in-one platform with project management and CRM capabilities, designed specifically for small businesses. Its free plan includes essential tools for managing tasks, client interactions, and sales pipelines. With collaboration features, document management, and time tracking, Bitrix24 is ideal for small teams with tight budgets.

Key Features:

• Free plan with project management and CRM tools

• Lead and task tracking, time management, and communication tools

• Scalable as your business expands

• Team collaboration features like chat and document sharing

For small business teams, tools that integrate project management with CRM can significantly boost efficiency. Zoho One stands out as a comprehensive business suite, while Monday.com and ClickUp offer flexible solutions for task and client management. Trello is ideal for those who prefer a simple visual approach, and Bitrix24 is a great budget-friendly option with a wide range of features. Each tool provides unique benefits that can help your small business thrive.