What makes for the best CRM for project management? A good project manager tries to have everything under control. Good project management relies on the effective use of information and communication, skills, techniques and technology in conjunction with personal attributes and characteristics related to leadership, innovation, human relations and planning. What is the best CRM for project management?
In today’s fast-paced work environment, increasingly project management is a vital task for businesses of all sizes. However, even in the wake of new technologies and streamlined structures it can still be difficult to manage individual tasks and goals effectively. A Customer Relationship Management system (CRM) is an invaluable tool in this regard, and can help to keep projects on track, whether they are ongoing within your own company or relating specifically to customer interactions.
I’m sure you’ve heard of the various CRM options for project management like Asana, Basecamp, Trello and Teamwork. But there’s one I’m using that you might not have: Nintex. Let me tell you why it’s the Best CRM for Project Management.
Best CRM For Project Management
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.
- Plenty of partner applications and integrations
- Contact and account management
- Intuitive pipeline management
- Bulk/batch actions need improvement
- Automation requires training
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.
- Task prioritization and management
- Project collaboration with internal and external teams
- Document management and versioning
- Users wish for smarter alerts and notifications
- Needs simpler navigation like Back button options
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.
- Documentation and note-taking
- Easy project collaboration
- Work tracking and reporting
- 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.
- Task prioritization and management
- Scheduling and timeline tracking
- Responsive customer support
- Can be overwhelming to new users
- Limited online video tutorials