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Top Rated CRM Software with Task Management in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Task management organizes, assigns, and tracks tasks, ensuring timely follow-up and productivity. It improves collaboration, prioritizes activities, and helps manage customer interactions efficiently, ultimately enhancing overall operational efficiency. Our reviewers in CRM software rated this feature as important.

6 Best CRM Software with Task Management

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
visit website
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
visit website
HoneyBook logo
4.7
(677)
36
flat rate/per month
visit website
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top CRM products with task management

How we picked the 6 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the CRM software category. They also needed to have sufficient reviews about task management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for task management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 6 best products

Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(251)
3-4(3,152)
5(3,558)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the task management feature

Reviewers highlight Zoho CRM's task management as valuable for organizing, assigning, and prioritizing tasks. They appreciate its integration with other Zoho products, ease of use, and customization options. Users report that it improves workflow efficiency and team collaboration, though some feel it could be more robust and user-friendly.
Verified reviewer profile picture
Verified reviewer profile picture

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“task management in Zoho CRM plays a pivotal role in optimizing workflow, enhancing customer interactions, and driving sales and support effectiveness. It keeps your team organized, accountable, and focused on tasks that contribute to customer satisfaction and business growth.”
Verified reviewer profile picture

Mohammed M.

Assistant manager

“Task Management allows us to organize our tasks into lists, projects, and milestones. This helps to keep track of what needs to be done, when it needs to be done, and who is responsible for doing it.”
Verified reviewer profile picture

Mane G.

Administrative Assistant

Starting price
14per user /
per month
visit website
Pros and Cons based on 6,961 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Reviews Sentiment
 
 
 
1-2(430)
3-4(7,984)
5(10,347)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the task management feature

Reviewers find Salesforce Sales Cloud's task management crucial for staying organized and productive. They appreciate features like reminders, custom list views, and Kanban boards. Users report that it helps track tasks, set priorities, and ensure timely follow-ups. Some mention occasional bugs and a desire for more intuitive navigation.
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“Efficient task management in Salesforce Sales Cloud boosts productivity, streamlines workflows, and ensures timely follow-ups with leads and clients. It keeps sales teams organized and focused, leading to better sales outcomes!”
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Noer I.

UI UX Designer

“Task Management is critical for me to stay on top of all my responsibilities. It helps me assign tasks, set deadlines, and ensure nothing slips through the cracks in our daily operations. ”
SS

Sujal S.

Organizer

Starting price
25per user /
per month
visit website
Pros and Cons based on 18,761 verified reviews
Verified reviewer profile picture

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
HubSpot CRM logo

HubSpot CRM

Reviews Sentiment
 
 
 
1-2(85)
3-4(1,627)
5(2,735)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the task management feature

Reviewers appreciate HubSpot CRM's task management for its ease of creating, assigning, and tracking tasks. They value built-in reminders and task prioritization features. Users report that it helps keep teams organized and efficient, though some wish for more advanced features and better integration with other task management tools.
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“I like how Task Management in HubSpot CRM allows for easy creation and assignment of tasks, helping to keep teams organized. The built-in reminders and task prioritization features ensure that nothing falls through the cracks”
AV

Aaryaman V.

Sales Planner

“The fact that you can easily create and manage tasks (even on the smartphone app). However, it would be good if the free version of HubSpot CRM would enable users to automate certain tasks (E.g. automatically create a deal whenever a new contact is added to the database) ”
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Yann I.

Consultant

Starting price
20per user /
per month
visit website
Pros and Cons based on 4,447 verified reviews
Verified reviewer profile picture

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details
HoneyBook logo

HoneyBook

Reviews Sentiment
 
 
 
1-2(17)
3-4(98)
5(562)
Key Features
Contact Management4.7
Sales Pipeline Management4.6

User insights about the task management feature

Reviewers appreciate HoneyBook's task management for its ability to keep them organized and streamline workflows. They value the customizable pipeline system for lead chasing and event planning. Users find it user-friendly and helpful for staying on top of tasks, though some wish for better reminder options and integration with other tools like Trello.

See related user reviews

“Task management used to be my Achilles' heel when it came to running my small business. HoneyBook's pipeline system has changed that dramatically. I can customize key steps in my lead chasing, event planning, and follow-up processes, and for someone with ADHD that is a game changer!”
CD

Cameron D.

Owner/Operator

“As someone who operates multiple businesses through the spectrum of ADHD and is a stay at home mom, The ability to sit down and see exactly where I was in exactly what I need to do next is invaluable!”
CQ

Charity Q.

Photographer

Starting price
36flat rate /
per month
visit website
Pros and Cons based on 677 verified reviews

Comprehensive CRM capabilities

Effective project tracking

Inefficient email management

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,642)
5(3,037)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the task management feature

Reviewers indicate that task management in Dynamics 365 is essential for organizing, tracking, and prioritizing tasks. They appreciate its integration with Outlook, which allows seamless access across devices. Users report that it enhances collaboration, productivity, and workflow efficiency. They find it easy to use and customizable, though some mention the need for better reminder options.

See related user reviews

“ I appreciate how Task Management in Dynamics 365 streamlines task assignment, tracking, and collaboration, facilitating better organization and productivity for teams across various projects and workflows.”
MS

Mostakim S.

OWNER

“I like the fact that I can create task in my outlook and have access to it on all my devices, laptop, mobile phone and tablet. I don't need to be in the office to access this information i can login remotely. The task is easy to create and help me manage my day-to-day task or reminders. I used to just create calendar invites as a reminder till I discovered how to use the task management feature. ”
SP

Sonya P.

Technical Project Manager

Starting price
50per user /
per month
Pros and Cons based on 5,806 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,339)
5(3,166)
Key Features
Contact Management4.4
Sales Pipeline Management4.3

User insights about the task management feature

Users find ClickUp's task management highly versatile and customizable, allowing them to create, assign, and track tasks with ease. They appreciate features like custom fields, integration with Google Calendar, and various task views (e.g., Kanban, lists). Reviewers note its efficiency in managing large volumes of tasks, though some mention initial setup complexity and occasional overcomplication.

See related user reviews

“I like that I can define the fields that I want for my tasks and how I view the lists. The system is very flexible and allows a great deal of customization. I can easily add tasks from email using the widget.”
AH

Anne H.

Webmaster / Publisher

“ I like that I can easily create subtasks and assign them to different people. This is really helpful when there are a lot of moving parts to a project. I also like that I can easily see the status of a task and who is working on it. This is helpful for keeping track of progress and making sure that tasks are getting done in a timely manner. Finally, I like that I can set deadlines and reminders for tasks. This helps me to stay on top of things and make sure that I am meeting my deadlines.”
GK

Geoffrey K.

manager

Starting price
10per user /
per month
Pros and Cons based on 4,555 verified reviews

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated CRM Software with Task Management in 2026

NetSuite logo

NetSuite

AI-powered cloud-based business management suite

visit website
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

Read more about NetSuite

Users also considered
Bitrix24 logo

Bitrix24

All in one business management workspace

visit website
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!

Read more about Bitrix24

Users also considered
Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
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

Users also considered
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Cloud-based CRM and sales automation software

visit website
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
Odoo logo

Odoo

All-in-one open-source business software

visit website
Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.

Read more about Odoo

Users also considered
HubSpot CRM logo

HubSpot CRM

CRM and lead management solution

visit website
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Read more about HubSpot CRM

Users also considered
TaskSuite logo

TaskSuite

Lending Simplified, Success Amplified.

visit website
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

Read more about TaskSuite

Users also considered
Daylite for Mac logo

Daylite for Mac

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

visit website
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.

Read more about Daylite for Mac

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
Less Annoying CRM logo

Less Annoying CRM

Category Leaders

For small businesses outgrowing spreadsheets.

visit website
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Rolldog logo

Rolldog

Customer relationship management solution

visit website
Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

Read more about Rolldog

Users also considered
Apptivo logo

Apptivo

CRM solution for managing customer accounts

visit website
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Maximizer CRM logo

Maximizer CRM

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
InfoFlo logo

InfoFlo

HIPAA compaliant case management software

visit website
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
Copper logo

Copper

The CRM designed for Google Workspace

visit website
Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
monday CRM logo

monday CRM

Customer relationship management solution

visit website
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.

The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.

Read more about monday CRM

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Read more about Claritysoft CRM

Users also considered
Clio logo

Clio

Cloud-based legal practice management tool for law firms.

visit website
Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
JobNimbus logo

JobNimbus

Be more professional, profitable, efficient, and organized.

visit website
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Caspio logo

Caspio

Build online database applications without coding.

visit website
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

Read more about Caspio

Users also considered
Mokapen logo

Mokapen

The Italian CRM for small businesses.

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

Read more about Mokapen

Users also considered
Ricochet360 logo

Ricochet360

Customer relationship management and auto dialer solution

visit website
Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

Read more about Ricochet360

Users also considered
Cerca logo

Cerca

Franchise management software for franchisors

visit website
Cerca (Ex Franchise On Cloud) is franchise management software. This all-in-one collaborative platform allows franchisors to develop their network with a completely customizable Franchise CRM.

Read more about Cerca

Users also considered
The Magazine Manager logo

The Magazine Manager

Magazine management solution for digital & print publishers

visit website
The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.

Read more about The Magazine Manager

Users also considered

Key features for CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers value the ability to centralize, customize, and segment contact information, enabling efficient tracking, reporting, and personalized interactions. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users appreciate visual tracking of deals, customizable stages, and forecasting capabilities, which enhance sales process visibility and improve strategic planning. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight efficient organization, automation, and prioritization of leads, which help improve follow-ups, conversions, and overall sales performance. 90% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find customizable dashboards and real-time data insights essential for evaluating sales performance, making informed decisions, and optimizing business strategies. 87% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers value the ability to gather potential customer information from multiple sources, ensuring no leads are missed and enabling effective follow-up actions. 86% of reviewers rated this feature as important or highly important.