Best Project Management CRM for Your Team 2024

Are you struggling to keep your projects organized and on track? Do you find it difficult to collaborate effectively with team members or find yourself drowning in endless emails, spreadsheets, and sticky notes?

Well, You’re not alone – research shows that nearly half of all projects fail to meet their original goals and business objectives. 

With the right project management software, however, you can dramatically improve your chances of success. In 2023, the project management software industry was valued at over 💲5 billion and is expected to grow by 10% annually. By 2024, over a third of mid-size organizations are projected to have adopted specialized project management platforms. 

So what is the best PM software for 2024? The top platforms provide robust features for task management, resource allocation, workflow automation, collaboration and communication, analytics and reporting, and more. 

In this blog post, we’ll explore the best project management software options available in 2024, helping you choose the right tool to streamline your projects and take your team’s productivity to the next level. Whether you’re a small startup, a growing mid-sized company, or a large enterprise, there’s a project management solution out there to meet your needs and help you achieve your goals. Let’s dive in and find the perfect fit for your team!

👉 Read Also: Whatsapp Web CRM

What is Project Management CRM Software?

Project management CRM software is a tool that helps project managers and teams plan, organize, and track their projects from start to finish. The tools provide a centralized workspace to plan projects, create task lists, assign responsibilities, manage resources, collaborate with team members, track progress, identify risks and bottlenecks, and analyze reports. 

Project management software typically includes features such as:

• Project Planning – Tools to create projects, break them into tasks, assign resources, and manage budgets and timelines. This allows detailed project road mapping.
• Resource Management – Ability to create a pool of resources (employees, contractors), and define their skills, capabilities, schedules, and costs. Tools to then assign them to projects and track utilization.
• Time Tracking – Tools for resources to log hours, track project progress, and monitor budgets versus actuals.
• Client Management – CRM features to store client contact details, interactions, notes, and documents. Help manage the entire client lifecycle.
• Dashboards and Reports – Project views, real-time progress tracking, resource workload monitoring, financial reports, and more. Help provide project visibility.
• Collaboration Tools – Features like activity feeds, notifications, and discussions to enable smooth internal team collaboration as well as client collaboration.

In a nutshell, with project management CRM, you can create projects, task schedules, assign resources, track work status, manage budgets, and collaborate smoothly. It makes my job much easier! The goal is to save managers time while giving them greater control to manage the entire project lifecycle more effectively from end to end.

key benefits of using project management tools:

1. Centralized Project and Client Data

A project management CRM enables you to store all key project details and client information in a single, centralized system. you can track project schedules, budgets, resources allocated, and collaborate with clients, vendors, and team members seamlessly.

2. Integration with Other Systems

The CRM software allows easy integration with other tools you use – your accounting software, team collaboration tools, project scheduling tools. Data flows seamlessly between systems. This provides complete project visibility.

3. Cross-Department Visibility 

It works as a single source of project truth for multi-disciplinary teams. Project tasks, issues and progress monitoring can be shared across departments in real time providing full transparency. 

4. Customized Views and Permissions

you can customize project views, reports and permissions for different user groups. For example, project sponsors can get high-level budget status without all task details. The team gets task status reports.

5. Process Automation

The system enables creating automated rule-based workflows. For example, you have set budget overflow alerts, project delay notifications, resource workload auto adjustments – this helps you manage large or complex projects more efficiently!

key features to look for in project management Software:

Reporting & Analytics – Dashboards, reports, and views to surface real-time progress, identify trends/issues, and provide insights.

Task Management – The ability to create task lists, assign them to team members, set dependencies, deadlines, and track progress.

Scheduling – Tools for scheduling projects, milestones, and tasks through Gantt charts, calendars, and customizable views.

Resource Management – Allocate team members, equipment, and other resources to tasks and projects. Assess resource workload and availability.

Custom Fields & Filters – Customize fields to capture relevant data and create views to see exactly what you need. 

Collaboration – Features like activity streams, messaging, @mentions, and comment threads to enable real-time communication and collaboration. 

Time Tracking – The ability to Monitor how much time is spent on each task or project. This enables individuals and teams to keep track of their work hours, and measure productivity. 

Integration Capabilities – Seamless integration with the other apps and platforms teams use like email, chat, accounting, CRM, and more.

With these robust features for planning, scheduling, collaboration, insights, and beyond, project teams are equipped to execute work efficiently, effectively, and collaboratively.

Top 5 Project Management Software in 2024

SalesTown:

SalesTown is a comprehensive project management software designed specifically for sales teams. It combines project management, CRM, and collaboration tools to empower sales professionals to effectively manage their pipelines and close deals faster.

Features:

• Pipeline Management: Visualize and track sales opportunities through customizable pipelines.
• CRM Integration: Seamlessly integrate with customer relationship management (CRM) systems to centralize customer data and interactions.
• Task Management: Assign tasks, set deadlines, and track progress to keep sales activities on track.
• Collaboration Tools: Facilitate communication and collaboration among team members with features like comments and file sharing.
• Reporting and Analytics: Generate reports on sales performance and metrics to identify areas for improvement.

Pros:

• Tailored for sales teams, with features specifically designed to support their unique workflows.
• Integration with CRM systems provides a holistic view of customer interactions and sales activities.
• Intuitive interface and user-friendly design make it easy for sales professionals to adopt and use effectively.

Cons:

• Limited scalability beyond sales teams, may not be suitable for organizations with diverse project management needs.
• Advanced features such as automation and customization options may be lacking compared to more robust project management solutions.

Asana:

Asana remains a staple in the project management landscape, known for its simplicity and effectiveness in task and project organization. It’s widely adopted by teams seeking clarity and structure in their workflows.

Features:

• Task lists and boards for organizing and prioritizing work.
• Timeline view for visual project planning and tracking.
• Collaboration features such as comments, attachments, and project conversations.
• Portfolio management for tracking multiple projects at once.
• Integration with various tools like Slack, Google Drive, and Microsoft Teams.

Pros:

• Intuitive and easy-to-use interface encourages widespread adoption.
• Robust set of features suitable for managing projects of any size or complexity.
• Strong focus on collaboration and communication, fostering teamwork and transparency.

Cons:

• Some advanced features may be lacking compared to other platforms.
• Pricing may become expensive as team size and feature needs grow.

ClickUp:

ClickUp has emerged as a versatile and robust project management platform, catering to teams of all sizes across various industries. Its user-friendly interface and extensive feature set make it a popular choice for modern businesses.

Features:

• Task management with customizable statuses, priorities, and tags.
• Time tracking and reporting tools for efficient resource management.
• Kanban boards, Gantt charts, and calendar views for project visualization.
• Collaboration features like comments, mentions, and document sharing.
• Integrations with popular tools such as Slack, Google Drive, and Zoom.

Pros:

• Highly customizable to adapt to different workflows and preferences.
• Robust set of features covering task management, time tracking, and more.
• Intuitive interface with a shallow learning curve, suitable for teams of all levels of tech proficiency.

Cons:

• Advanced features may require a learning curve for full utilization.
• Pricing tiers may be prohibitive for smaller teams or startups.

Trello

Trello is a widely adopted project management and collaboration tool known for its intuitive Kanban-style board interface. It’s a popular choice for teams looking for a simple yet effective way to organize tasks and projects.

Features:

• Kanban boards Visualize projects and workflows using customizable boards 
• List and card hierarchy Organize tasks and subtasks within lists and cards
• Collaboration features Assign tasks, add comments, attachments
• Automate repetitive tasks and workflows using Butler automation.

Pros:

• User-friendly interface with a minimal learning curve
• Highly visual and customizable boards
• Free plan available, making it an attractive choice for small teams or individual users.

Cons:

• Limited advanced project management features compared to more robust solutions.
• Potential information overload on boards with a large number of tasks or team members.
• Limited reporting and analytics capabilities in the basic plans.

Wrike

Wrike is a comprehensive project management solution designed for teams and organizations of all sizes. It offers a range of features to support collaboration, resource management, and project delivery.

Features:

• Create and manage project plans, schedules, and timelines using Gantt charts and calendars.
• Break down projects into tasks, assign responsibilities, set due dates, and track progress.
• Facilitate teamwork with real-time communication, file sharing, and commenting.
• Allocate resources, manage workloads, and track time spent on tasks.

Pros:

• Comprehensive feature set suitable for managing complex projects across various industries.
• Robust resource management capabilities to optimize team utilization and workload distribution.

Cons:

• Potentially steep learning curve for full utilization of advanced features.
• Integration with third-party tools may require additional configuration or customization.

Some tips on how to choose the right project management software for your team:

Needs Assessment

Start by analyzing your team’s needs. Consider what projects you manage, how many team members need access, if you need resource management features, what data integration is required, etc. Getting clear on must-have features ensures a tool can support your work.

Ease of Use 

The platform should be intuitive and easy to use for your team without significant training resources. Complicated interfaces lead to lackluster adoption. Try out navigation and workflows yourself through free trials.  

Data Security  

Be sure any software you consider offers robust data security including encryption, backups, and permission controls to protect sensitive information. Review third-party audits and certifications for reassurance.

Scalability

Consider long-term requirements as your projects and team may grow. Scalable software means you won’t outgrow the solution and need to migrate data into new platforms later when needs shift.  

Budget

Pricing varies widely so balance an available budget with required key features. But also consider the true total cost of ownership like management resources, training costs, IT support, customizations, etc.

By following these steps and carefully evaluating your options, you can choose project management software that empowers your team to collaborate effectively, stay organized, and achieve project success.

Conclusion:

So, you’ve navigated the complex world of project management software, weighing features, budgets, and team needs. But the fog of confusion hasn’t entirely cleared, leaving you to wonder: which tool truly reigns supreme?

Look no further than SalesTown. It’s not just another project management platform; it’s your command center for seamless collaboration, efficient execution, and empowered teams.Don’t just take our word for it. Sign up for a free Salestown trial or request a free demo and experience the magic firsthand. See how intuitive interfaces, powerful automation, and crystal-clear communication transform your project management game.

Frequently asked questions (FAQS)

Q. Why should you use a CRM for project management?

A CRM for project management centralizes all your project data in one place for streamlined tracking and collaboration. Features like task management, Gantt charts, time tracking help execute and monitor projects smoothly.

Q. What are some key features of CRM project management?

Core project CRM features include custom workflows, task & milestone management, Kanban boards, scheduling and resource allocation tools, timesheets, reporting and advanced analytics.

Q. What integration capabilities are important in project management? 

The ability to integrate with your email client, calendar/scheduling software, billing & accounting systems can maximize efficiency gains through a unified project management CRM. 

Q. How can it improve team collaboration?

Shared task lists, calendars, Gantt charts, centralized files & documents allow real-time visibility into project status facilitating better collaboration.