Best CRM with Project Management (2026)

How we picked

This roundup is for businesses that don't just sell — they deliver. Agencies, consultancies, professional services firms, and project-based companies need their pipeline and their delivery work connected, so a won deal flows into a tracked project without context falling through a handoff. We evaluated CRMs on the genuine depth of their project and task management (not just a checklist field), how cleanly a closed deal becomes a project, support for delivery essentials like dependencies, Gantt views, time tracking and resourcing, reporting that shows sales and delivery together, and total cost. Tools where "project management" means a single to-do list were ranked below ones with a real project layer. Every pick here lets one platform carry a client from prospect to delivered work.

What to consider

• Depth of project management needed: A light task list after a sale is very different from full resourcing, dependencies, and billing. Be honest about which you need — overbuying complexity hurts adoption.
• Deal-to-project handoff: The whole point is that a won deal becomes a project cleanly. Look for tools that convert opportunities into projects with the scope, contacts, and value carried over.
• Time tracking and billing: Agencies and consultancies that bill by the hour or against a budget need time tracking tied to projects — and ideally invoicing. Scoro and Bitrix24 cover this; Monday and Insightly need add-ons.
• Flexibility vs. structure: Monday and Bitrix24 are highly configurable but require setup; Insightly and Zoho are more opinionated and faster to deploy.
• Team size and pricing model: Per-user pricing (Monday, Scoro, Insightly, Zoho) scales with headcount; Bitrix24's flat team pricing favors larger or mixed teams.
• Reporting across both worlds: Leadership benefit comes from seeing revenue and delivery in one dashboard — confirm the tool can report on both.

Pricing snapshot

Combined CRM-and-project pricing spans a wide range. Bitrix24 has a free tier and flat per-team paid plans from roughly $49/month, the cheapest way to get CRM plus Gantt-based projects. Zoho CRM runs $14–52/user/month and pairs with Zoho Projects (from about $5/user/month). Monday's CRM and Work Management products run roughly $12–28/user/month per product. Insightly runs $29–99/user/month with project management included in its plans. Scoro is the premium option at roughly $26–63/user/month, reflecting its end-to-end scope. Most project-based teams of 5–25 people land between $150 and $1,200/month.

Monday — Best flexible work-OS for CRM and projects

Monday is the most flexible platform here because it isn't really a CRM with projects bolted on — it's a configurable "work OS" where CRM and project management are two views of the same underlying boards, automations, and dashboards. Monday CRM handles pipeline, contacts, and deals; Monday Work Management handles projects, tasks, timelines, and workload — and because they share the same platform, an agency can build an automation that, the moment a deal is marked won, spins up a project board with the right tasks, owners, and timeline. The visual flexibility is the main draw: teams shape boards, statuses, and views to match how they actually work rather than bending to a fixed schema. Dashboards can pull from both the sales and delivery boards, giving leadership a combined revenue-and-delivery picture. The tradeoffs are that CRM and Work Management are priced as separate products, so you're effectively paying twice, and the open-ended flexibility means someone has to design the setup well. For a team that wants one adaptable platform across selling and delivering, Monday is the most capable choice.

Learn more at /vendors/monday.

Scoro — Best end-to-end for agencies and consultancies

Scoro is built for exactly this roundup's premise — businesses that sell and deliver — and it goes further than anything else here by covering the entire cycle: pipeline and quoting, project planning and task management, time tracking and resourcing, and invoicing, all natively. For an agency or consultancy, that means a single platform from the first proposal through delivery to the final invoice, with profitability visible per client, per project, and per person. When a deal closes in Scoro, the quote's scope and budget carry into the project, so the team delivers against the numbers that were actually sold rather than re-estimating from scratch. Time logged against tasks rolls up into utilization reports and feeds billing directly, which is the feature agencies most often cobble together from separate tools. Scoro's planner shows who's overbooked before it becomes a problem. The cost of this completeness is a steeper learning curve and a higher price than a light combined tool — Scoro rewards teams willing to run their whole operation on it. For a professional-services firm that wants quote-to-cash in one system, it's the strongest pick.

Learn more at /vendors/scoro.

Insightly — Best for turning won deals into projects

Insightly's defining strength is the clean, native bridge between a sale and the work that follows. It's a full CRM — pipeline, contacts, organizations, email integration — with project management built directly into the same database, and converting a won opportunity into a project is a first-class action: the project inherits the linked contacts, the deal value, and any details you map, so the delivery team starts with the full context of what was sold rather than a vague handoff. Projects in Insightly support milestones, task pipelines, and stage tracking, which suits implementation work, onboarding, client engagements, and any repeatable delivery process. Workflow automation can generate a standard task set whenever a project is created, turning delivery into a consistent playbook. Insightly is more opinionated and faster to deploy than Monday, and includes project management in its plans without a second product to buy. It's not as deep on resourcing or billing as Scoro — there's no native invoicing or time-based billing — but for a company whose main need is "a closed deal should become a tracked project, smoothly," Insightly does that better than anything else here.

Learn more at /vendors/insightly.

Bitrix24 — Best free and low-cost all-in-one

Bitrix24 packs a genuine project-management suite and a full CRM into one platform, with a free tier and flat per-team pricing that make it the most economical option here. The project side is real: tasks with dependencies, Gantt charts, Kanban boards, workload views, and time tracking — not a token checklist. The CRM side covers pipeline, quoting, invoicing, and a product catalog. Because both live in the same workspace alongside chat, document storage, and an intranet, a small agency or services firm can run sales, delivery, and internal collaboration without stitching tools together — and convert deals into projects inside one system. The flat pricing is especially attractive for teams with many occasional users, since you're not paying a full seat for every coordinator or part-time contributor. The tradeoffs are a denser, busier interface than Monday's and integrations and polish that trail the premium tools. But for a budget-conscious team that wants CRM plus serious project management plus collaboration in one place, Bitrix24 delivers more breadth per dollar than anything else in this list.

Learn more at /vendors/bitrix24.

Zoho CRM — Best value paired with Zoho Projects

Zoho CRM is the value play for teams that want a strong, affordable CRM and a capable project tool from the same vendor without a steep platform-design exercise. Zoho CRM itself ($14–52/user/month) handles pipeline, automation, and reporting well, and Zoho Projects — a mature standalone PM product with task management, Gantt charts, milestones, time tracking, and resource utilization — integrates natively, so won deals can trigger projects and project context links back to the customer record. The advantage over a single combined app is that each side is a proper product: the CRM is a real CRM and Projects is a real PM tool, yet they share contacts and reporting and bill from one vendor. For organizations already using other Zoho apps — Books for invoicing, Desk for support, Sign for contracts — the combination extends into a full operating suite at a low total cost. The tradeoff is that it's technically two products to set up and connect rather than one unified workspace, and the integration, while solid, isn't quite as seamless as a single-platform tool. For value-focused teams, the depth-per-dollar is excellent.

Learn more at /vendors/zoho-crm.

Trial advice

When trialing a combined CRM and project tool, test the seam, not the two halves in isolation. Both the CRM and the project module will demo fine on their own — what matters is what happens at the handoff. Take a real deal through to "won" and convert it into a project; check whether the contacts, value, and scope carry over, or whether the delivery team starts from a blank slate. Then build one project template that mirrors how you actually deliver, including any dependencies and, if you bill by time, a few tracked hours, and confirm those hours surface in reporting. Finally, build a single dashboard that shows pipeline and active-project status together — if leadership can't see both at once, you've bought two tools that happen to share a login. The right pick is the one where the deal-to-delivery transition is genuinely seamless.

See also: Best CRM for Agencies and Best CRM with Workflow Automation