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CRM Software with Recurring Tasks (2026)

Last updated: April 2026

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42 software options

ClickUp logo

Productivity platform for marketing agencies

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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Airtable logo

AI-Powered, No-Code App Building Platform

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Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

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Any.do logo

A simple and poweful workspace to manage your team's work

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Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

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Flowlu logo

Work automation and team collaboration in one platform.

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Easily manage sales opportunities and pipelines, track customer interactions, schedule follow-ups, and store email communication—all in one centralized CRM. Automate workflows, assign tasks, and gain real-time insights to close deals faster and build stronger relationships.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 CRM has everything you need to acquire leads, turn them into deals, receive payments, manage inventory, e-sign documents, run marketing campaigns, increase customer engagement, grow customer retention, and track sales metrics. Try our free plan with unlimited users today!

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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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Quickbase logo

Dynamic work management and project platform

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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

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Scoro logo

Manage projects, resources, and finances in a single system

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Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

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Podio logo

Cloud-based tool for collaborating on and managing projects

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Podio is a business software that helps teams work together more effectively. It provides a centralized platform for managing projects, tasks, and communication. Podio caters to a range of industries, including accounting, real estate, and marketing agencies, enabling teams to streamline their workflows and boost productivity.
A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

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Mokapen logo

The Italian CRM for small businesses.

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Mokapen is a new Italian based CRM for small enterprises and professionals. Manage tasks, contacts, deals and tickets easily: Free. Easy. Italian.

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Striven logo

Collaborative ERP for business process management

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From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.

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kintone logo

Agile, No-code Business Application Platform

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Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.

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Accelo logo

Transform the way you manage client work

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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.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM converts the complexity of sales into a simple to-do list so you can convert leads to customers, reach targets & grow your business fast.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Visual Planning logo

Resource management, scheduling and planning solution

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Visual Planning integrates contact, task, and schedule management in one place. Track leads, monitor customer interactions, and plan follow-ups with visual dashboards. Ensure your teams have real-time access to client data for better relationships and sales outcomes.

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

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Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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OneDeck logo

Business management platform

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Smart, intelligent and automated platform for all your business management needs

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LegalSurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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