“Bitrix24 | Full project management | Yes, Gantt, calendar, Kanban | No”
“Bitrix24 is particularly interesting because it combines CRM and comprehensive project management in one platform.”
“One particularly useful feature is the ability to automate project creation when a sales deal reaches the Won stage.”
“Verdict: Probably the strongest choice if you want sales, customer management, team collaboration, and project execution in one system.”
“Salesforce | Primarily sales activities and tasks | Yes, for sales activities | Usually, for full project management”
“Salesforce provides excellent sales activity management, but its standard task functionality is not equivalent to a complete project management system.”
“For more advanced project management, Salesforce generally requires an additional solution, such as TaskRay or Inspire Planner.”
“Verdict: Excellent CRM, but not my first choice if avoiding additional project management software is a priority.”
“HubSpot CRM | Projects, tasks, pipelines | Yes, including Gantt views | No”
“Its Projects object allows teams to:”
“Deadline management: Gantt charts let managers see project timelines and associated tasks, including delayed and on-hold projects.”
“Verdict: A strong option if your team already uses HubSpot and wants to manage customer delivery alongside sales.”
“Zoho CRM | Sales tasks and activities | Yes, for CRM tasks | Yes, for advanced project management”
“Verdict: A good choice if you are comfortable using multiple interconnected Zoho applications rather than insisting on a single application.”
“The important distinction is that Zoho Projects is a separate application, even though it integrates closely with Zoho CRM.”
“Insightly CRM | Projects, milestones, task pipelines | Yes, tasks and milestones | No”
“Its key advantage is the connection between opportunities and projects.”
“When a deal is won, the opportunity can be converted into a project, carrying relevant information across.”
“Verdict: Excellent for businesses where winning a sale is followed by a structured implementation or service delivery process.”
“monday CRM | Customizable project boards | Yes, timelines and dependencies | Not necessarily”
“monday is particularly attractive for teams that prefer visual workflows.”
“It combines sales pipelines with customizable boards and project management capabilities.”
“Verdict: Great for teams that want a visual overview of sales opportunities and ongoing work.”
“One important qualification: monday's dedicated project features are available through its monday work platform Pro and Enterprise offerings.”
