Editor's note, November 1, 2026: New list: 11 CRMs and work tools compared on how well they turn a won deal into a project, with prices checked on 31 October 2026.
How we choose: we research each tool on its own site, check prices at the source and read what users say in public reviews. Our method
monday CRM is the best CRM with project management for most teams. Deals, accounts and the work that follows a sale live on the same monday.com boards, so nothing is lost when sales hands a client to delivery. If selling comes first and delivery is short, Pipedrive's Projects tool does the job inside a stronger pipeline. If you want the most depth for the least money, connect Zoho CRM to Zoho Projects.
Some teams should look further down. Capsule CRM is the simplest all-in-one with a free plan, ClickUp has the most project features if your sales process is light, and Scoro suits agencies that also need quotes, time tracking and invoices.
When you compare tools, look at the handoff first. The best ones let you turn a won deal into a project in one step and keep the sales history, contacts and files attached. Then check which plan includes the project features, because several tools only add them on higher tiers or as paid add-ons. Prices below were checked on 31 October 2026.
The list at a glance
| # | Tool | Best for | Starting price | Free plan | Team |
|---|
| 1 |  monday CRM | Teams that want sales and delivery on one visual platform | €12 per seat per month | No | Sales |
| 2 |  Pipedrive | Sales-led teams that want a strong pipeline with projects attached | €14 per seat per month (Lite) | No | Sales |
| 3 |  Zoho CRM | Teams that want a deep CRM and a full project tool at a low price | $14 per user per month | Yes | Sales and marketing |
| 4 |  Capsule CRM | Small service businesses that want a simple CRM with projects built in | $18 per user per month | Yes | Sales |
| 5 |  Insightly | Service teams that convert won deals into projects with milestones | $29 per user per month | No | Sales and marketing |
| 6 |  ClickUp | Delivery-heavy teams with a simple sales process | $9 per user per month, billed yearly | Yes | Sales and marketing |
| 7 |  HubSpot CRM | Teams that want a free CRM with light project tracking | Free; Starter starts at $7/mo/seat (limited-time new-customer price with an upfront annual payment; normally $20/month per seat) | Yes | Sales |
| 8 |  Copper | Google Workspace teams that turn deals into client projects | $23 per seat per month | No | Sales |
| 9 |  Scoro | Agencies and consultancies that need quotes, projects and billing together | $17 per user per month | No | Sales and marketing |
| 10 |  Bitrix24 | Budget-minded teams that want CRM, projects and chat in one workspace | US$49 per organization/month, annual | Yes | Sales and marketing |
| 11 |  Notion | Very small teams that want contacts, docs and projects in one workspace | $10 per seat per month, billed yearly | Yes | Sales and marketing |
How we chose
We ranked each tool on the five points of our published method, in this order. First, fit: how well it handles both the sale and the project that follows, and how cleanly a won deal becomes a project. Second, the features that matter for that handoff, such as project views, templates, tasks linked to deals and automations, taken from each vendor's own documentation. Third, price and how clearly it is stated, including free plans, trials, seat minimums and which plan unlocks projects. Fourth, what users report in public reviews on G2. Fifth, whether the product is actively developed.
Every tool was researched on its own website, pricing page and help centre, and in public reviews on G2. Tools that are project tools first, such as ClickUp and Notion, rank below dedicated CRMs because you have to build the sales side yourself.
Best for teams that want sales and delivery on one visual platform
1. monday CRM
Sales- Starting price
- €12 per seat per month
- Free plan
- No
- Free trial
- Yes
- Price checked
- October 31, 2026
The best fit for most teams. Deals, accounts and the work that follows a sale sit on the same monday.com boards, and a non-technical team can set it up without an admin.
Why it's on the list
monday CRM is built on the same board platform as monday.com's project tool, and monday.com says it supports pre- and post-sale processes on one platform. Leads, contacts, accounts and deals are boards you shape with dozens of column types, and automations take over repetitive steps between them. Paid plans started at €12 per seat per month billed yearly on 31 October 2026, with a 3-seat minimum and a 14-day trial without a card. On G2 it holds 4.5 out of 5 from 1,939 reviews, and reviewers often say they like running sales and project work on one platform.
Pros
- Sales and project work on one platform, without code
- Quotes and invoices created inside the CRM
- AI agents for lead sourcing, calls and meeting prep on the AI plan versions
- 4.5 out of 5 on G2, with ease of use the most common praise
Cons
- No free plan, and paid plans start at 3 seats
- Basic is tight, with 5 columns per board and 1,000 contacts and deals
- G2 reviewers mention a learning curve when connecting boards and less reporting depth than larger CRMs
Who it's for
Agencies and B2B service firms that hand every won deal to a delivery team and want both in one visual tool.
Who should skip it
Teams that want a free CRM or only need a sales pipeline. HubSpot's free tier or Pipedrive fit better.
More about monday CRM: pricing, features and alternatives
Best for sales-led teams that want a strong pipeline with projects attached
2. Pipedrive
Sales- Starting price
- €14 per seat per month (Lite)
- Free plan
- No
- Free trial
- Yes
- Price checked
- October 31, 2026
The best pure sales CRM in this list, with a Projects tool that turns a won deal into a project. Pick it if selling comes first and delivery is a short list of steps.
Why it's on the list
Pipedrive's help centre says Projects is included on the Premium and Ultimate plans and sold per seat as an add-on on Lite and Growth. You can mark a deal as won and create a project in the same step, and projects have board, list and Gantt views, phases and templates. The sales side is Pipedrive's strength, with a visual pipeline, the Nova meeting assistant on every plan and reports with forecasting. Premium cost €59 per seat per month billed annually on 31 October 2026, and the Projects add-on started from €16 on lower plans. On G2 it holds 4.3 out of 5.
Pros
- A won deal becomes a project in one step
- Projects has board, list and Gantt views and reusable templates
- Visual pipeline that G2 reviewers call intuitive
- Nova meeting intelligence included on every plan
Cons
- No free plan, and Projects is only included from Premium
- Paid add-ons raise the bill, a common G2 complaint
- Project features are lighter than a dedicated project tool
Who it's for
Small and mid-size sales teams whose delivery work is a few steps after the deal closes, such as onboarding or installation.
Who should skip it
Teams whose project work is the main job and needs detailed planning. Zoho CRM with Zoho Projects or a dedicated project tool fits better.
More about Pipedrive: pricing, features and alternatives
Best for teams that want a deep CRM and a full project tool at a low price
3. Zoho CRM
Sales and marketing- Starting price
- $14 per user per month
- Free plan
- Yes
- Free trial
- Yes
- Price checked
- November 1, 2026
The most depth for the money. A highly customisable CRM plus Zoho Projects, a full project tool, joined by Zoho's own integration. Expect more setup than the top two.
Why it's on the list
Zoho CRM and Zoho Projects are separate products, but Zoho's integration lets you create or link projects from accounts, contacts and deals and see project tasks, milestones and issues on the CRM record. Both have free plans, for up to 3 CRM users and up to 5 Zoho Projects users, per Zoho's pricing pages. Paid CRM plans started at $14 per user per month billed annually on 1 November 2026, with Blueprint process rules, forecasting and deep customisation. G2 rates Zoho CRM 4.1 out of 5 from almost 3,000 reviews, with the learning curve the most common complaint.
Pros
- Free plans for both apps, 3 CRM users and 5 Projects users
- Projects created from deals, with tasks and milestones shown in the CRM
- Deep customisation, Blueprint process rules and sales forecasts
- Low per-user prices as the team grows
Cons
- Two apps to buy, set up and learn
- Learning curve and slow support are common G2 complaints
- Lowest G2 rating of the top five
Who it's for
Growing companies that want a serious CRM and real project planning, and may add other Zoho apps later.
Who should skip it
Small teams that want one simple app working on day one. Capsule CRM or monday CRM get there faster.
More about Zoho CRM: pricing, features and alternatives
Best for small service businesses that want a simple CRM with projects built in
4. Capsule CRM
Sales- Starting price
- $18 per user per month
- Free plan
- Yes
- Free trial
- Yes
- Price checked
- November 1, 2026
The easiest way to get both in one app. Project boards are part of the CRM and can start automatically when a deal is won, and there is a free plan for 2 users.
Why it's on the list
Capsule includes project boards for delivering client work, and a project can start automatically when a deal is won. Growth and higher plans add multiple pipelines and project boards plus workflow automations that run a set series of tasks. The Free plan covers 2 users and 250 contacts, and Starter cost $18 per user per month billed annually on 1 November 2026, with a 14-day trial. Capsule has the highest G2 rating in this list, 4.7 out of 5 from 529 reviews, with ease of use and support the most common praise.
Pros
- Projects built in and started automatically from won deals
- Free plan for 2 users and 250 contacts
- 4.7 out of 5 on G2, praised for ease of use and support
- Direct links to Xero, QuickBooks, Gmail and Office 365
Cons
- Automations and multiple project boards need Growth, $36 per user billed annually
- Less customisation than Zoho or monday, per G2 reviewers
- Project features are basic next to a dedicated project tool
Who it's for
Consultants, agencies and small B2B firms that sell a service and deliver it in a few repeatable stages.
Who should skip it
Teams with large, multi-stage projects that need a full project tool. Zoho CRM with Zoho Projects or ClickUp go deeper.
More about Capsule CRM: pricing, features and alternatives
Best for service teams that convert won deals into projects with milestones
5. Insightly
Sales and marketing- Starting price
- $29 per user per month
- Free plan
- No
- Free trial
- Yes
- Price checked
- October 31, 2026
A solid CRM with project delivery included from its cheapest plan. A won opportunity becomes a project with its own pipeline and milestones.
Why it's on the list
Insightly includes project management from its CRM Plus plan, and a won opportunity converts into a project with its own pipeline and milestones, so delivery picks up where sales left off. Workflow automation and the AI Copilot come with Professional. Prices are stated in US dollars, CRM Plus at $29 and Professional at $49 per user per month billed annually on 31 October 2026, with a 14-day trial. G2 rates it 4.2 out of 5 from more than 900 reviews. It ranks below Capsule because it has no free plan and costs more to start.
Pros
- Project management included from the entry plan
- Won opportunities convert into projects with milestones
- Clear US dollar pricing and a 14-day trial without a card
- MCP server to query CRM data from AI assistants
Cons
- No free plan, and the entry price is $29 per user
- Workflow automation only from Professional
- Learning curve and customisation limits mentioned on G2
Who it's for
Small and mid-size firms that run every sale into a delivery project and want both in one CRM.
Who should skip it
Budget-conscious small teams. Capsule CRM gives a similar deal-to-project handoff and has a free plan.
More about Insightly: pricing, features and alternatives
Best for delivery-heavy teams with a simple sales process
6. ClickUp
Sales and marketing- Starting price
- $9 per user per month, billed yearly
- Free plan
- Yes
- Free trial
- No
- Price checked
- October 31, 2026
The deepest project management in this list, with a CRM you build from ClickUp's own template. Choose it when projects are the main job and sales is a short pipeline.
Why it's on the list
ClickUp puts lists, boards, calendars, Gantt charts, docs, dashboards and chat in one app, and offers a CRM template for contacts and pipeline stages. Because you build the CRM yourself and it has no built-in calling or sales sequences, it ranks below the dedicated CRMs above. The Free Forever plan has unlimited tasks and members, and Business cost $17 per user per month billed yearly on 31 October 2026. G2 rates ClickUp 4.6 out of 5 from more than 15,000 reviews, though many mention a learning curve.
Pros
- Most project features here, from Gantt charts to dashboards and docs
- Free Forever plan with unlimited members
- Ready-made CRM template to start a pipeline
- 4.6 out of 5 on G2
Cons
- No built-in calling or sales sequences, and you build the CRM yourself
- The free plan has only 60 MB of storage
- Setup takes time, a common G2 complaint
Who it's for
Agencies and project teams that already plan delivery in detail and need a light pipeline next to it.
Who should skip it
Sales-led teams that need calling, sequences and sales reporting. Pick a dedicated CRM from the top five.
More about ClickUp: pricing, features and alternatives
Best for teams that want a free CRM with light project tracking
7. HubSpot CRM
Sales- Starting price
- Free; Starter starts at $7/mo/seat (limited-time new-customer price with an upfront annual payment; normally $20/month per seat)
- Free plan
- Yes
- Free trial
- No
- Price checked
- October 31, 2026
The best free CRM, with a projects object that links projects to deals and contacts. Its project tools are lighter than those above, so it ranks here for this use case.
Why it's on the list
HubSpot's knowledge base lists the projects object as available on all products and plans. Projects move through pipeline stages, show in Gantt and board views, and can be linked to deals, contacts and tasks. The free CRM covers 2 users and 1,000 contacts with no time limit, and Starter normally costs $20 per seat per month, with a limited-time new-customer price of $7 on 31 October 2026. Workflows and pipeline rules for projects need a Professional or Enterprise subscription, which is where costs rise.
Pros
- Free CRM for 2 users, with projects on every plan
- Projects link to deals, contacts and tasks
- Sales, marketing and service data on one record
- More than 2,000 apps in the HubSpot Marketplace
Cons
- Project features are basic, and project workflows need Professional or Enterprise
- The free plan stops at 2 users and 1,000 contacts
- Costs climb quickly on higher tiers, per G2 reviewers
Who it's for
Small teams that want a free CRM now and only track a few delivery projects per client.
Who should skip it
Teams whose project work needs a full project tool with resourcing and detailed planning.
More about HubSpot CRM: pricing, features and alternatives
Best for google Workspace teams that turn deals into client projects
8. Copper
Sales- Starting price
- $23 per seat per month
- Free plan
- No
- Free trial
- Yes
- Price checked
- October 31, 2026
The best fit for teams that live in Gmail. Every plan includes projects, so a closed deal can become a project with its own pipeline and tasks.
Why it's on the list
Copper works inside Gmail and Google Calendar through a Chrome extension and syncs email, contacts, calendar and Drive. Every plan includes project management, so a won deal can become a delivery or onboarding project. Basic cost $23 per seat per month paid annually on 31 October 2026, with a 14-day trial and no free plan. G2 rates it 4.5 out of 5 from 1,158 reviews. It ranks below HubSpot because it suits Google Workspace teams only and has no free plan.
Pros
- Projects on every plan, including Basic
- Works inside Gmail and Google Calendar
- 4.5 out of 5 on G2, praised for ease of use
- Clear US dollar pricing
Cons
- Built for Google Workspace, so teams on Microsoft 365 should check fit
- No free plan, and Basic is capped at 2,500 contacts
- Price and limited customisation are common G2 complaints
Who it's for
Agencies, consultants and service firms that run their business in Gmail and Google Workspace.
Who should skip it
Teams on Microsoft 365 or Outlook.
More about Copper: pricing, features and alternatives
Best for agencies and consultancies that need quotes, projects and billing together
9. Scoro
Sales and marketing- Starting price
- $17 per user per month
- Free plan
- No
- Free trial
- Yes
- Price checked
- November 1, 2026
More than a CRM. A professional services suite that links the pipeline to quotes, projects, time and invoices. Worth it for service firms of five or more people, heavy for everyone else.
Why it's on the list
Scoro calls itself professional services automation software. Its Sell app covers clients, deals and the pipeline, and other apps cover estimates, project delivery, resource planning, time tracking and invoicing. The End-to-end combination, with all eight core apps including CRM, cost $57 per user per month on 1 November 2026, and every plan needs at least 5 seats. There is a 14-day trial and no free plan. G2 rates Scoro 4.5 out of 5, with a steep learning curve the most common complaint.
Pros
- Pipeline, quotes, projects, time and invoices in one system
- Resource and capacity planning built in
- 4.5 out of 5 on G2
- 14-day trial without a card
Cons
- 5-seat minimum, and the listed bundle with CRM is End-to-end at $57 per user
- Steep learning curve and team training needed, per G2
- More than most sales teams need
Who it's for
Agencies, consultancies and IT, architecture or engineering firms that bill for time and want sales and delivery in one system.
Who should skip it
Product companies and small sales teams that only need a pipeline with light project tracking.
More about Scoro: pricing, features and alternatives
Best for budget-minded teams that want CRM, projects and chat in one workspace
10. Bitrix24
Sales and marketing- Starting price
- US$49 per organization/month, annual
- Free plan
- Yes
- Free trial
- Yes
- Price checked
- October 31, 2026
The most features for the price, with CRM, tasks, projects, chat and video calls in one tool at a flat price per organisation. Many reviewers find it busy, so plan time to learn it.
Why it's on the list
Bitrix24 combines a CRM with tasks in Kanban and Gantt views on every plan, unlimited projects and boards from Standard, and time tracking on Professional. It charges a flat price per organisation, from US$49 per month billed annually for 5 users on Basic as of 31 October 2026, and has a free plan and a 15-day trial. On that date its pricing page described the free plan's user limit in two different ways, so check it before relying on it. G2 rates it 4.1 out of 5, and the most common complaints are a steep learning curve and features moved to higher plans.
Pros
- CRM, tasks, Gantt charts and team chat in one workspace
- Flat price per organisation, cheaper per person as the team grows
- Free plan with a basic CRM and tasks
- Self-hosted edition for companies that want it
Cons
- Busy interface and a steep learning curve, per G2
- Free plan user limit stated inconsistently on the pricing page
- Some reviewers report lag during complex workflows
Who it's for
Small and mid-size companies that want to replace a separate CRM, task manager and chat app with one flat-priced workspace.
Who should skip it
Teams that value a simple, focused interface over breadth.
More about Bitrix24: pricing, features and alternatives
Best for very small teams that want contacts, docs and projects in one workspace
11. Notion
Sales and marketing- Starting price
- $10 per seat per month, billed yearly
- Free plan
- Yes
- Free trial
- No
- Price checked
- November 1, 2026
Fine for a founder or a tiny team that already runs projects in Notion. You build the CRM yourself from databases, and there are no sales features such as calling or email sequences.
Why it's on the list
Notion databases show the same data as tables, boards, calendars and timelines, with subtasks and dependencies, so projects and a simple pipeline can sit next to briefs and docs. Its template gallery has a CRM category with many free community templates to start from. It has no dedicated deal records, calling, email sequences or sales forecasting, so it ranks last for this use case. The Free plan suits individuals, and Plus cost $10 per seat per month paid yearly on 1 November 2026.
Pros
- Docs, wiki, projects and a simple pipeline in one place
- Many free community CRM templates
- Free plan and a low Plus price
- 4.6 out of 5 on G2
Cons
- You design and maintain the CRM yourself
- No calling, email sequences or sales forecasting
- Full AI features such as Notion Agent need Business
Who it's for
Founders and two- or three-person teams with a short client list who already work in Notion.
Who should skip it
Any team with a real sales pipeline to manage.
More about Notion: pricing, features and alternatives
Also considered
- Teamwork.com: A project tool for client work that adds a CRM pipeline on its Optimize plan, which is priced on request. Better seen as a project tool than a CRM.
- Freshsales: A good small-business CRM with built-in phone and email, but its pricing page lists no project features.
Frequently asked questions
What is a CRM with project management?
It is a CRM that also plans the work after a sale. When a deal is won, the tool creates or links a project with tasks, stages and owners, so the delivery team starts with the full sales history instead of a handover email.
Is there a free CRM with project management?
Yes, with limits. Zoho CRM is free for up to 3 users and Zoho Projects for up to 5. HubSpot's free CRM for 2 users includes its projects object, Bitrix24 has a free plan with a basic CRM and tasks, and ClickUp's Free Forever plan can run a simple pipeline from its CRM template.
Can Pipedrive manage projects?
Yes. Pipedrive's help centre says Projects is included on the Premium and Ultimate plans and is a paid per-seat add-on on Lite and Growth. You can mark a deal as won and create a project in one step, then plan it in board, list or Gantt view.
Should I use one tool or connect a CRM to a project tool?
One tool is simpler when delivery follows the same few steps for every client. If projects are long and need resource planning, a strong CRM linked to a full project tool, such as Zoho CRM with Zoho Projects, usually gives each team the depth it needs.
Which tool has the best project management features?
ClickUp has the deepest project features in this list, with Gantt charts, dashboards, docs and chat, but you build the CRM yourself. Among dedicated CRMs, Zoho CRM with Zoho Projects goes deepest, and monday CRM offers the best balance in one product.
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