CRM Software with Project Templates

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19 apps

monday.com   

2,072
Project Management Made Easy
monday.com, a powerful CRM software, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com
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Project Management Made Easy
monday.com, a powerful CRM software, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com
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Accelo   

134
Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo
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Automation software for all Professional Service Businesses
Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device. Read more about Accelo
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Scoro   

138
All-in-one business management software.
Scoro is an award-winning end-to-end project & business management solution which enables you to control your entire workflow in one place. Read more about Scoro
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All-in-one business management software.
Scoro is an award-winning end-to-end project & business management solution which enables you to control your entire workflow in one place. Read more about Scoro
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Zoho CRM   

4,159
91 pts
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM
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CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM
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Airtable   

1,008
Cloud-based organization & collaboration tool
Airtable is a mobile friendly organization & collaboration platform designed to provide any sized team with the tools to create easy-to-use & flexible workflows. Read more about Airtable
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Cloud-based organization & collaboration tool
Airtable is a mobile friendly organization & collaboration platform designed to provide any sized team with the tools to create easy-to-use & flexible workflows. Read more about Airtable
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Kaseya BMS   

19
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
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Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
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Insightly   

481
80 pts
CRM for lifelong customer relationships.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly
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CRM for lifelong customer relationships.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly
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JobNimbus  

427
The Most Flexible & Easiest to Use Home Services Software
JobNimbus is the hub to track your sales and production. Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business. Read more about JobNimbus
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The Most Flexible & Easiest to Use Home Services Software
JobNimbus is the hub to track your sales and production. Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business. Read more about JobNimbus
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ONLYOFFICE  

292
Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE
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Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE
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Quick Base  

208
The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
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The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
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Drip  

146
See your customers in full color.
Best for ecommerce companies with 10-1,000 employees. Drip is the world's first Ecommerce CRM. Game-changing features include email personalization, purchase intent scoring, Automated Workflows, Drip's Facebook Audiences integration, and more. Learn more and get a demo today. Read more about Drip
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See your customers in full color.
Best for ecommerce companies with 10-1,000 employees. Drip is the world's first Ecommerce CRM. Game-changing features include email personalization, purchase intent scoring, Automated Workflows, Drip's Facebook Audiences integration, and more. Learn more and get a demo today. Read more about Drip
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WORKetc  

85
All-in-one business management system. CRM + Social + Projects + Billing
WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking. Read more about WORKetc
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All-in-one business management system. CRM + Social + Projects + Billing
WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking. Read more about WORKetc
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Flowlu  

44
Online project management & collaboration suite
Easily manage new sales opportunities and sales funnels, track interaction with your customers, plan new activities and store your email communication in one single place. Read more about Flowlu
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Online project management & collaboration suite
Easily manage new sales opportunities and sales funnels, track interaction with your customers, plan new activities and store your email communication in one single place. Read more about Flowlu
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1CRM  

54
Doing Business, Better
By integrating every aspect of your business, CRM systems help attract, retain, and delight customers through a combination of people, process, and technology. Read more about 1CRM
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Doing Business, Better
By integrating every aspect of your business, CRM systems help attract, retain, and delight customers through a combination of people, process, and technology. Read more about 1CRM
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PROMYS CRM Help Desk PSA  

27
Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
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Cloud-based CRM, Help Desk, and PSA software.
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
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HarmonyPSA  

18
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
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ExxpertApps  

9
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps
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All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps
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billage  

7
billage is the easiest management program for SMB
billage is an online CRM and client billing & invoicing solution for freelancers, micro-enterprises and small businesses. Read more about billage
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billage is the easiest management program for SMB
billage is an online CRM and client billing & invoicing solution for freelancers, micro-enterprises and small businesses. Read more about billage
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BlueCamroo  

5
All-In-One for SMBs - CRM, project management, and more
BlueCamroo is a complete, integrated, and affordable web-based all-in-one online Business Productivity Suite that helps your business manage Sales, Customers, and Projects more efficiently and profitably. So what is BlueCamroo? *It’s a complete, integrated and affordable web-based application that helps you track and manage your sales leads,… Read more about BlueCamroo customers, contacts, opportunities and projects. *It’s a collaboration platform that keeps your team in the loop and communicating. *It’s a support ticketing system that helps you deliver great customer service. *It’s social network monitoring that finds sales opportunities and spots service issues across Twitter, LinkedIn and Facebook. *It’s time tracking, expenses management, invoicing, online payments, and invoice reminders that keep your cash flowing. *It’s automated processes that run 24/7 to capture leads, chase up tasks, respond to customers and manage billing And much more...
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All-In-One for SMBs - CRM, project management, and more
BlueCamroo is a complete, integrated, and affordable web-based all-in-one online Business Productivity Suite that helps your business manage Sales, Customers, and Projects more efficiently and profitably. So what is BlueCamroo? *It’s a complete, integrated and affordable web-based application that helps you track and manage your sales leads,… Read more about BlueCamroo customers, contacts, opportunities and projects. *It’s a collaboration platform that keeps your team in the loop and communicating. *It’s a support ticketing system that helps you deliver great customer service. *It’s social network monitoring that finds sales opportunities and spots service issues across Twitter, LinkedIn and Facebook. *It’s time tracking, expenses management, invoicing, online payments, and invoice reminders that keep your cash flowing. *It’s automated processes that run 24/7 to capture leads, chase up tasks, respond to customers and manage billing And much more...
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