Information stored in silos within a department or team is not helpful to any team in sales, marketing or customer service. Companies are now implementing a single platform that connects business data in order to meet customer demands. Companies can reap the many benefits of combining CRM, project management, time tracking, or other tools.
Table of Contents
What is CRM Software for Project Management?
Best CRM Software for Project ManagementSalesforce
Asana
Wrike
monday Sales CRM
Insightly
vTiger
Accelo
Bitrix24
TeamWave
BigContacts
Types of CRM Software
CRM Software is a must-have tool for project management
What is CRM Software for Project Management?
CRM software allows users to manage customer information and interact with customers to improve business relationships. A CRM software helps companies to connect with customers, keep them engaged, provide a pleasant experience, and encourage them to make repeat purchases, refer others, and become loyal customers. Project management software, on the other hand, provides users with an application that supports best practice and processes to achieve their goals efficiently.
A CRM project management solution is a way to bring together two business applications into one platform. It allows you to unify data and accomplish the common goal of servicing customers and keeping them happy. The CRM keeps the customer in mind, while the project management helps to define tasks, identify resources and track progress to benefit the customer.
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Best CRM Software for Project Management
Here’s a list of the top CRM project management tools that companies can use to deliver customer experiences, scale to different levels of growth, maintain processes easily, and meet customer expectations.
Salesforce
Salesforce is a cloud-based CRM platform that can be used by businesses of all sizes. It’s an integrated platform that connects sales and service, marketing, ecommerce, and other products. Users have one source of information. The CRM is flexible and scalable, and can be quickly implemented to any company in any industry.
Salesforce’s app-builder platform offers a CRM project management approach. With point-and-click interfaces, low-code builders allow users to quickly build modern cloud and mobile solutions. Programmers can use any programming language to create PM apps. AppExchange Marketplace offers components that can be integrated with Salesforce. The app marketplace offers a variety of project management apps and components, both free and paid.
Pros
There are many integrations and partner applications available.
Contact and account management
Intuitive pipeline management
Cons
Bulk/batch actions require improvement
Training is essential for automation
Asana
Asana is a project management platform that integrates with Asana. It is useful for different teams in sales, marketing, product development, operations. The software can be used by account managers and sales teams to improve efficiency and define processes so that team members can concentrate on winning customers’ loyalty and engaging prospects.
Asana can increase collaboration between teams. Asana allows users to turn best practices for closing deals or onboarding clients into templates. Status reports can be created by converting data into charts and other visual highlights. The PM software can also be used to automate pre-sales requests and onboarding new customers. It also allows you to monitor the status of accounts in real time to ensure that you always provide outstanding customer service.
Pros
Prioritization of tasks and management
Collaboration with external and internal teams on projects
Versioning and document management
Cons
Users want smarter notifications and alerts
Simple navigation such as Back button options
Wrike
Wrike is a project management tool that teams can use to manage their projects. This M solution can be customized to track sales leads and manage project projects.