Best CRM for Project Management 2022 | Project-Management (2022)

Information kept in team or departmental silos does not serve well any team in sales, marketing, customer service, project teams, or the whole organization. With the main goal of meeting customer demands, companies are now implementing a single platform with connected business data. Combining CRM, project management, time tracking, and other tools can provide companies a multitude of benefits.

Table of Contents

  • What Is CRM Software for Project Management?
  • Best CRM Software for Project Management
    • Salesforce
    • Asana
    • Wrike
    • monday Sales CRM
    • Insightly
    • vTiger
    • Accelo
    • Bitrix24
    • TeamWave
    • BigContacts
  • Types of CRM Software
  • Must-have Features of CRM Software for Project Management

What Is CRM Software for Project Management?

Customer relationship management (CRM) software lets users manage customer information and interactions to improve business relationships. A CRM helps companies connect to customers, keep them engaged, and provide them a delightful experience so they buy repeatedly, become loyal customers, and make referrals. On the other hand, project management software provides users with an application that supports best practices and processes to achieve goals efficiently.

A CRM project management is a solution that brings together two business applications in a single platform to unify data and achieve the common goal of serving customers and keeping them satisfied. The CRM part keeps the focus on the customer, while the project management part helps define tasks, identify resources, and track efforts through to completion to benefit the customer.

Back to top

Best CRM Software for Project Management

Here is a list of top CRM project management solutions that allow companies to meet customer experience expectations, scale easily to different levels of growth, and maintain processes with ease of use.

Salesforce

Salesforce is a cloud-based CRM platform for businesses of all sizes. It is an integrated platform that connects sales, service, marketing, e-commerce, and other products to provide users a single source of information. The CRM is scalable and flexible and can provide applications to any company in any industry with speedy implementation.

Salesforce offers a CRM project management approach through its app-builder platform. Low-code builders with point-and-click interfaces let users quickly wbuild modern cloud and mobile solutions. Programmers can use any coding language to build PM apps. The AppExchange marketplace offers ready-to-use components that integrate with Salesforce. The app marketplace includes dozens of project management apps and components both free and paid.

Best CRM for Project Management 2022 | Project-Management (1)

Pros

  • Plenty of partner applications and integrations
  • Contact and account management
  • Intuitive pipeline management

Cons

  • Bulk/batch actions need improvement
  • Automation requires training

Asana

Asana is a work management platform with project management features. It has features useful for different teams in marketing, sales, product development, and operations. Sales and account management teams can use the software to define processes and improve efficiency so team members can focus on engaging prospects and winning customer loyalty.

Asana can improve collaboration across teams. Users can turn best practices for closing deals and onboarding clients into templates. Status reports can be created from data into charts and other visual highlights. The PM software also has features to streamline pre-sales requests, automate onboarding of new customers, and monitor real-time status of accounts to always deliver outstanding service.

Best CRM for Project Management 2022 | Project-Management (2)

Pros

(Video) 6 BEST CRM Software In 2022! Hubspot vs Salesforce vs Pipedrive vs Agile CRM

  • Task prioritization and management
  • Project collaboration with internal and external teams
  • Document management and versioning

Cons

  • Users wish for smarter alerts and notifications
  • Needs simpler navigation like Back button options

Wrike

Wrike is a versatile project management application that teams can use as a simple CRM. Users can customize this M solution to help track sales leads and manage projects seamlessly. When configured properly, the software can help businesses acquire, organize, and update leads and contact information.

Wrike provides teams a single platform to keep all contacts, project timelines, and communication. It streamlines the process of determining goals, identifying priorities, organizing customer folders, delegating tasks, setting deadlines, and tracking leads and clients. Useful features are client list views, custom status, automated updates, intake forms, shared calendars, Gantt charts, and various reports.

Best CRM for Project Management 2022 | Project-Management (3)

Pros

  • Documentation and note-taking
  • Easy project collaboration
  • Work tracking and reporting

Cons

  • High learning curve
  • Customization takes time

monday Sales CRM

monday.com is an online platform that allows teams across the organization to manage and collaborate on work visually. Simple to set up, users quickly get a CRM with tools to capture and manage leads, manage contacts and pipelines, create customer projects, launch marketing campaigns, and track teams and tasks.

monday Sales CRM has a flexible drag-and-drop interface, custom automations, industry-specific templates, and powerful integrations to help teams build an application for their exact needs. Its CRM project management solution creates alignment between project, marketing, sales, and support teams. It also promotes visibility that shows in real-time where a project is within the process.

Best CRM for Project Management 2022 | Project-Management (4)

Pros

  • Task prioritization and management
  • Scheduling and timeline tracking
  • Responsive customer support

Cons

  • Can be overwhelming to new users
  • Limited online video tutorials

Insightly

Insightly is CRM software with project management features. It helps align teams across the organization by providing unified customer data valuable for marketing, sales, project management, and service activities. This integrated approach gives users all the information they need to build a complete view of the customer across the entire buying lifecycle.

Insightly allows users to customize standard processes of contact, lead, and opportunity management with custom fields, objects, and apps. It also has dynamic page layouts, calculated fields, and lambda functions. Its unified CRM and project management tools enable users to quickly convert closed opportunities to projects, set milestones, clarify order details, check inventories, and assign tasks automatically.

Best CRM for Project Management 2022 | Project-Management (5)

Pros

(Video) Best CRM Software: Here're our Top 3 Picks! (2022)

  • Dynamic dashboards
  • Easy customizations
  • Unified, organized company data

Cons

  • Takes time for familiarization
  • Uploading contacts in bulk can be slow

vTiger

vTiger is a CRM solution for SMBs with free and paid online plans as well as open-source downloadable editions. It has an intuitive and fast interface that users can easily adopt. It provides a comprehensive view of the customer and valuable insights through built-in AI tools. The software can also integrate with many popular third-party applications.

vTiger CRM helps streamline operations and enhance the performance of teams across sales, marketing, and the help desk. It has integrated project management tools for quickly building projects related to customers, deals, or cases. It has Gantt and Kanban board views, tasks and subtasks, time tracking, and integrated invoicing.

Best CRM for Project Management 2022 | Project-Management (6)

Pros

  • Contact and account management
  • Roles and access permissions
  • Open source customization and integration

Cons

  • Recent updates include glitches not yet fixed
  • Lacks time tracking functionality

Accelo

Accelo is a cloud-based CRM for professional services. Its automation helps boost productivity and profitability across service businesses. Sales automation updates the CRM with every client interaction. It helps drive the process and send alerts when things are getting off tracked Other features include team scheduling, client records, team inbox, and automatic tracking and sharing.

Accelo can convert any quote into a project in one click. Built-in project collaboration tools help teams reach deadlines, whether working on sales leads, support issues, or campaign projects. It has drag-and-drop Gantt charts, task management, expense tracking, and client portal. The software also has time tracking, invoicing, and reporting tools.

Best CRM for Project Management 2022 | Project-Management (7)

Pros

  • Shared client and contact database
  • Mobile access
  • All-in-one solution and connected workflow

Cons

  • Lengthy setup time
  • Missing automated prioritization of task assignments

Bitrix24

Bitrix24 is an all-in-one platform that includes CRM and project management tools. It enables collaboration through group chat, video calls, shared calendars, and an activity feed. The free CRM application help users grow their sales with features like an unlimited customer database, leads and demand generation, sales funnels and pipelines, analytics, automation, social media integration, and email marketing.

Bitrix24 also comes with an integrated project and task management that streamlines task assignment and delegation. It has automatic time tracking, reports, reminders and notifications, and deadline control. Other advanced features include custom roles, filtering by roles, task templates, dependencies, recurring tasks, checklists, and custom fields.

Best CRM for Project Management 2022 | Project-Management (8)

Pros

(Video) 🔥 How to Use Monday.com 2022 ✅ Full Monday.com Tutorial for Project Management & CRM Software

  • Integrated solution
  • Runs across platforms and devices
  • Smart chatbot/task assistant

Cons

  • Too complex for simple needs
  • Customization requires costly professional service team

TeamWave

TeamWave is an integrated CRM, project management, and HR solution. It provides a single platform for companies to manage their sales, projects, teams, and clients. It has a contacts database that provides a clear customer overview, a visual sales pipeline that prompts teams to take action, and a team calendar to schedule and track important dates.

TeamWave replaces several apps and helps users save on per-user charges. It has a user-friendly interface, web and mobile apps, and Google apps integration. Other features include an interactive list view, sales forecasting, task management, project management, HRMS, reports, team collaboration, and customization.

Best CRM for Project Management 2022 | Project-Management (9)

Pros

  • Integrated business system
  • Mobile app
  • Leads and opportunities management

Cons

  • Needs additional online resources about features for new users
  • Supports English language only

BigContacts

ProProfs BigContacts is simple CRM software with email, contact, and task management features. It lets small businesses keep customers and prospects organized, automate saless and marketing tasks, and tracks contacts, tasks, and schedules. Users can capture more leads, convert more opportunities, and retain more customers.

BigContacts include tools for tracking sales pipeline, stages, and commissions. It has email marketing automation, data import tools, customization, and 24×7 support. Users can take advantage of ready-to-use reports or create their custom reports for analyzing teams, leads, or campaigns as needed. It also has tools to connect to social media and a mobile-friendly site without the need to download any app.

Best CRM for Project Management 2022 | Project-Management (10)

Pros

  • Task management
  • Contact and account management
  • Ease of setup and use

Cons

  • Search tool needs improvement
  • Limited integration options

Back to top

What are the Types of CRM Software?

CRM software generally falls into three types, and project management functionality contributes significantly to all of them.

Operational

An operational CRM system helps streamline processes so users can better visualize the customer journey. Its tools help the user manage the multiple touchpoints and interactions with the customer. Together with automation, project management features allow operational CRM software to efficiently create tasks that teams perform to identify the leads that are most likely to convert into customers. It can also turn any issue or request into a task or project to ensure customer support and satisfaction.

Analytical

An analytical CRM system uses data analysis to help businesses determine better ways to serve the customer. It gathers customer information, helps set business methodology, and analyzes KPIs to improve the CRM’s effectiveness. CRM and project management features can help teams identify the best channels to gather information, create tasks to monitor channel performance, and generate reports to help users decide where to focus their efforts.

(Video) The Difference Between a CRM and Project Management Tool

Collaborative

A collaborative CRM system facilitates the sharing of customer information across the whole organization in an accessible way. Every department can understand better how they can help acheive the overall goal of fulfilling a customer’s need. Client projects that involve cross-functional teams are able to collaborate better with features like comments and file attachments alongside tasks to provide proper context. Task dependencies help identify the location or responsibility causing the delay.

Read also: What Role Does CRM Play in Customer Acquisition and How Can We Improve It?

Back to top

Must-have Features of CRM Software for Project Management

Here are some of the essential features to look for in a CRM project management solution.

Centralized data – Provides teams easy access to comprehensive, up-to-date, and consistent customer information.

Ease of use – Intuitive design and navigation, point-and-click tools, and drag-and-drop builders let users spend more time on customers than on the CRM.

Built-in collaboration – Expedites communication between teams.

Process integration – Facilitates seamless handover from pre-sales to post-sales activities.

Visual tracking – Enables teams to track leads, deals, projects, tasks, communications, and issues.

Customization – Helps improve processes, provide more insights, and deliver improved customer experiences.

Dashboards and reports – Provide on-demand metrics and project information related to marketing, sales, and customer service.

Project templates – Allows teams to quickly set up projects and workflows without the need of project management training.

Automation and integration – Smart alerts and notifications remind users of important activities for their leads and customers. Direct integrations help extend and scale the CRM software.

Read next:

FAQs

Can you use CRM for project management? ›

A project management system built on a CRM platform allows teams to easily understand tasks and projects that relate to cultivating the customer relationship. Workflows can be established and the client can be nurtured and given the service they deserve. It's all possible with a CRM project management solution.

What is CRM in project management? ›

Why use CRM with project management? CRM (customer relationship management) platforms are designed to help businesses manage their customer interactions and customer information by enabling easier communication and behavioral tracking.

Which software is best for project management? ›

The 6 Best Project Management Software Tools of 2022
  • Best Overall: Trello.
  • Runner-Up: Wrike.
  • Best for Collaboration: Basecamp.
  • Best Value: Zoho Projects.
  • Best Features: LiquidPlanner.
  • Best for Big Projects: Microsoft Project.
13 Sept 2022

How do I become a project manager in 2022? ›

How to Become a Project Manager
  1. Learn What Skills are Needed. ...
  2. Self Reflect on What Skills you Have. ...
  3. Consider an Online Project Management Course. ...
  4. Build Project Management Experience. ...
  5. Teach Yourself Project Management Tools. ...
  6. Look for Entry-Level Positions. ...
  7. Ask Someone to Mentor You. ...
  8. Look for Internships.
16 Sept 2022

Can you do project management with Salesforce? ›

Salesforce project management starts with its out-of-box capabilities. Let's take a look at how you can use some basic features of Salesforce to get started with managing projects on the platform before diving into some third-party solutions that can supercharge your workflow.

Is CRM and project management the same? ›

Differences between CRM and project management? Project management software is made to deliver a project on schedule and within budget. CRM software is used to manage interactions with prospects and existing customers.

Is there a free version of HubSpot? ›

Free CRM Software With Something for Everyone

Think again. HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...

Is Asana a CRM? ›

Asana is a cloud-based CRM and integrates with many applications like email, communication, and calendar. Since Asana is a Project Management tool it can track activities and manage interactions.

What are the four main types of project management software? ›

Types of Project Management Software
  • 1 - Desktop. There are two types of project management software available for project managers. ...
  • 2 - Web Based. ...
  • 1 - Collaboration. ...
  • 2 - Scheduling. ...
  • 3 - Issue Tracking. ...
  • 4 - Project Portfolio Management. ...
  • 5 - Document Management. ...
  • 6 - Resource Management.

Is Excel a project management tool? ›

Microsoft Excel is often used as a simple project management tool by project managers working on small- or mid-sized projects to help visualize, plan, and monitor progress.

Does Google have a project management tool? ›

Google Sheets is one of the essential Google project management tools. It is cloud-based spreadsheet software for individuals and teams. Google Sheets is intuitive and easy to use, enabling teams to make and monitor project plans, store and manipulate data, and create in-depth reports.

Is project management a good career 2022? ›

Yes, project management is definitely a good career with high salaries and plenty of variety at work, but it's also a demanding job that can be highly stressful at times.

How stressful is project management? ›

Not surprisingly, project management can be incredibly stressful. We're responsible for delivery on time, on budget and scope but often have to deal with limited or poorly equipped resources, unrealistic client expectations and a to-do list that could easily reach the moon and back.

Can I be a project manager with no experience? ›

Although you may find that many project manager positions require experience, it's possible to get a job in project management without experience, especially if you're able to show your commitment to the industry and that you have the skills project management requires.

How do I become a project manager in Salesforce? ›

A bachelor's degree in business management, project management, or a related field. Certification in Salesforce administration or development. A minimum of 3 years' experience in project management or professional services. Excellent planning and strategic abilities.

How do I run a project in Salesforce? ›

Open the VS Code editor and from the Command Palette, run SFDX: Create Project with Manifest. Run SFDX: Authorize an Org and select a login URL, for example Production. After you provide an org alias, a browser window opens. Allow access, log in to your org, and then return to the VS Code window.

How do I create a Gantt chart in Salesforce? ›

You simply need to create a task list, specify the start and finish dates, and the software will automatically plot the tasks over time. And once you set up task dependencies, then no matter how you change your tasks, your Salesforce Gantt chart will be recalculated accordingly in real-time.

What is Jira project management? ›

Jira Software is an agile project management tool that supports any agile methodology, be it scrum, kanban, or your own unique flavor. From agile boards, backlogs, roadmaps, reports, to integrations and add-ons you can plan, track, and manage all your agile software development projects from a single tool.

What software is used for Salesforce? ›

Salesforce Cloud Services

Sales Cloud: It is one of the most essential and popular products of Salesforce. It is a CRM platform that allows you to manage your company's sales, marketing, and customer support aspects. Sales Cloud gives you the status of the lead that will be helpful for sales executives.

What is smartsheet project management? ›

Smartsheet powers a modern way of managing projects by focusing on the work people do – regardless of the type, methodology, or process. Support hybrid work using a flexible platform that drives better communication, collaboration, and processes that scale, all built to empower individuals and teams.

Does ClickUp have a CRM? ›

the perfect CRM in ClickUp, for free. ClickUp makes it easy to organize and grow your customer relationships with tracking, data visualizations, email, and more — all in one place.

What is CRM full form? ›

What is an example of customer relationship management? ›

Sending out a thank you when a customer makes a purchase. Upsell or cross-sell a client if they purchase a particular product. Offering a birthday greeting with a promo code. Sending a discount to a customer that hasn't made a purchase recently.

What are the 3 types of CRM? ›

The three types of CRM systems are operational, analytical and collaborative.

What are the limitations of HubSpot? ›

Major limitations for sales functionality in the free CRM include:
  • Only 15 minutes of calling per user, per month.
  • No inbound calling (you can't receive calls)
  • Hubspot branding on emails.
  • Only 1 sales pipeline.
  • No email automation.
7 Oct 2021

Is HubSpot hard to use? ›

While there is a learning curve, it's not actually a steep learning curve. In fact, HubSpot is not complicated at all. Some people would say that it's on the simple side—compared to something that's more difficult like Salesforce.

Is trello a CRM? ›

Trello is so much more than a project management tool. Using it as a CRM is an effective way to combine affordability with efficiency for customer relationship management. Its benefits include: Easy-to-use interface with drag and drop features.

Is Slack a CRM tool? ›

Is Slack a CRM? No, Slack is not a CRM, but it does integrate with your CRM, including Salesforce, Hubspot and Zoho.

Is Asana still free? ›

How much does Asana cost? Asana is free to use for up to 15 people. If you want Premium features in a Workspace or team, or you want to gain Admin capabilities in your Organization along with increased member limits, you have the option to upgrade.

What's the highest paid project manager? ›

High Paying Project Manager Jobs
  • PMO Consultant. Salary range: $130,000-$188,500 per year. ...
  • Project Executive. Salary range: $124,000-$186,500 per year. ...
  • Change Management Consultant. Salary range: $104,000-$166,500 per year. ...
  • Project Director. ...
  • Senior Project Manager. ...
  • Pmo Project Manager. ...
  • Pmo Lead. ...
  • Scrum Master.

How do project managers track projects? ›

The Gantt chart is one of the most popular ways to track your project's progress. It gives project managers and team members a visual representation of progress in real-time. Gantt charts also make it easier to see how tasks are connected.

Is Microsoft teams a project management tool? ›

Overview. From real-time chat to video meetings, document management, and more, Microsoft Teams is a powerful platform for project management.

Why MS project instead of Excel? ›

When it comes to managing project information such as scope (phases, tasks, milestones and deliverables), timelines (schedules and deadlines) and resources (assignments, effort, availability and costs), Project provides better built-in capabilities than Excel.

What is the difference between PMO and project management? ›

While a project manager is an individual taking care of a particular project from start to finish, a PMO is a team of specialists who work at an organizational level. A project manager's duties include defining project goals, data gathering, task scheduling, and managing the project's costs, budgets, and resources.

Why Excel is best for project management? ›

Excel can create a visual timeline chart and help you map out a project schedule and project phases. Specifically, you can create a Gantt chart, which is a popular tool for project management because it maps out tasks based on how long they'll take, when they start, and when they finish.

Is there a Google equivalent to Microsoft project? ›

Gantter™ is one of the best CPM project management tools in the Google Chrome Web Store that has all the power of leading desktop project management and project scheduling desktop software products like MS Project™ and with all the advantages of the cloud.

Is the Google project manager certificate worth it? ›

The Google Project Management Certificate is definitely worth it. It will help you build job-ready skills to start a career as a project manager. The course is prepared by Google project managers and is recognized in the industry as valid certification for project management entry-level positions.

Is Zoom a project management tool? ›

Running project meetings from Zoom can add layers of complexity that get in the way of the information that needs to be communicated. With Zoom's launch of in-product apps, project managers can boost the efficiency of their project meetings like never before while simplifying the coordination process.

Is PMP still in demand 2022? ›

Is PMP still in demand? Yes, PMP is highly sought after across industries. Wherever there are projects, there is a need for qualified and skilled project management professionals.

Can a project manager become a millionaire? ›

Yes, you can become rich as a project manager. Top-tier project managers can make approximately $150,000 a year. This salary is three times the average college graduate salary in 2021.

Can project managers make 6 figures? ›

Yes, project managers can make six figures.

The average project manager makes around $74,000 a year. However, it's not far-fetched for a project manager to earn over $100,000 a year. It is achievable given the right factors, opportunities, and preparation. Of course, it would take years of experience and hard work.

Why I quit being a project manager? ›

The reasons to go. In my experience, people leave project management for these reasons: The work is too stressful with zero work/life balance (we now call this work/life integration) The team, senior management or executive level are disorganized with poor communication skills and that makes it hard to get anything ...

Are project managers happy? ›

Project managers are below average when it comes to happiness. At CareerExplorer, we conduct an ongoing survey with millions of people and ask them how satisfied they are with their careers. As it turns out, project managers rate their career happiness 3.1 out of 5 stars which puts them in the bottom 36% of careers.

What would the main 5 tasks of a project manager be? ›

Skills and attributes needed to be a project manager

establish a good working relationship with the Senior Responsible Owner. direct, manage and motivate the project team. develop and maintain an agreed project plan and detailed stage plans. understand and apply business case and risk management processes.

How many projects can a project manager handle? ›

The number of projects a project manager should manage typically ranges anywhere from three to 20 and depends on the employee's expertise and the complexity of the projects assigned.

How can I improve my project management skills? ›

How to improve your project management skills
  1. Prioritise tasks with a project schedule. ...
  2. Make use of project management software. ...
  3. Use effective communication skills to manage people. ...
  4. Be proactive. ...
  5. Continuously develop your project management skill set.
6 Nov 2019

Can you be a project manager without PMP? ›

A Project Management Professional (PMP) certification is something many project managers aspire for, but you dont need it to do your job.

Is CRM same as project management? ›

Differences between CRM and project management? Project management software is made to deliver a project on schedule and within budget. CRM software is used to manage interactions with prospects and existing customers.

Is Asana a CRM? ›

Asana is a cloud-based CRM and integrates with many applications like email, communication, and calendar. Since Asana is a Project Management tool it can track activities and manage interactions.

What is an example of customer relationship management? ›

Sending out a thank you when a customer makes a purchase. Upsell or cross-sell a client if they purchase a particular product. Offering a birthday greeting with a promo code. Sending a discount to a customer that hasn't made a purchase recently.

Does ClickUp have a CRM? ›

the perfect CRM in ClickUp, for free. ClickUp makes it easy to organize and grow your customer relationships with tracking, data visualizations, email, and more — all in one place.

Is there a free version of HubSpot? ›

Free CRM Software With Something for Everyone

Think again. HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...

What is CRM full form? ›

Is trello a CRM? ›

Trello is so much more than a project management tool. Using it as a CRM is an effective way to combine affordability with efficiency for customer relationship management. Its benefits include: Easy-to-use interface with drag and drop features.

Is Slack a CRM tool? ›

Is Slack a CRM? No, Slack is not a CRM, but it does integrate with your CRM, including Salesforce, Hubspot and Zoho.

Is Asana still free? ›

How much does Asana cost? Asana is free to use for up to 15 people. If you want Premium features in a Workspace or team, or you want to gain Admin capabilities in your Organization along with increased member limits, you have the option to upgrade.

What are the 7 types of customer relation? ›

We can distinguish between several types of Customer Relationships, which may co-exist in a company's relationship with a particular Customer Segment.
  • Transactional. ...
  • Long-term. ...
  • Personal assistance. ...
  • Dedicated personal assistance. ...
  • Self-service. ...
  • Automated services. ...
  • Communities. ...
  • Co-creation.

What are the 4 types of customer relationship? ›

4 Types of customer relationships and how they affect your brand
  • By Candace Huntly.
  • TRANSACTIONAL CUSTOMER RELATIONSHIPS.
  • EMOTIONAL CUSTOMER RELATIONSHIPS.
  • COMMUNITY-BASED CUSTOMER RELATIONSHIPS.
  • VALUE-ADD CUSTOMER RELATIONSHIPS.
11 Feb 2022

Is Excel a CRM tool? ›

Excel as CRM tool

An Excel spreadsheet is widely used and simple to handle. It allows you to collect data and information, manage and evaluate them with the help of database functions. This is why it is suitable for using as a CRM. You can create a table with different tabs and apply formulas for sorting and analyzing.

Is ClickUp better than Airtable? ›

Reviewers felt that ClickUp meets the needs of their business better than Airtable. When comparing quality of ongoing product support, reviewers felt that ClickUp is the preferred option. For feature updates and roadmaps, our reviewers preferred the direction of ClickUp over Airtable.

Can you use mailchimp as a CRM? ›

Is Mailchimp a CRM? Mailchimp offers all the CRM tools small business marketers need, allowing them to aggregate, organize, and manage audience data in one place. In fact, many Mailchimp customers already use the platform as their CRM.

Which is better notion or ClickUp? ›

Overall, ClickUp is a more robust product. It has over 90 features, where Notion has around 30 in its full versions. ClickUp has more than 35 integrations, where Notion supports only 15. Both have a bit of a learning curve to absorb and utilize all their features fully.

Videos

1. 5 Best Free CRM Software in 2022
(Be Productive)
2. 11 BEST Project Management Software In 2022 ✅ Top Project Management Tools & Apps
(ImminentHD)
3. monday.com as a CRM || monday.com CRM Review || Best CRM Project Management Software
(Mathematics ke teacher)
4. Top 10 CRM Software (2022) The Best CRM Software Tools On The Market
(Kurt Knows Marketing)
5. CRMs with Integrated Project Management
(TechnologyAdvice)
6. Monday.com Review: Is It the Best Project Management Software for 2021?
(cloudwards)

Top Articles

You might also like

Latest Posts

Article information

Author: Rubie Ullrich

Last Updated: 09/26/2022

Views: 6449

Rating: 4.1 / 5 (52 voted)

Reviews: 83% of readers found this page helpful

Author information

Name: Rubie Ullrich

Birthday: 1998-02-02

Address: 743 Stoltenberg Center, Genovevaville, NJ 59925-3119

Phone: +2202978377583

Job: Administration Engineer

Hobby: Surfing, Sailing, Listening to music, Web surfing, Kitesurfing, Geocaching, Backpacking

Introduction: My name is Rubie Ullrich, I am a enthusiastic, perfect, tender, vivacious, talented, famous, delightful person who loves writing and wants to share my knowledge and understanding with you.