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CRM Software with To-Do List (2026)

Last updated: April 2026

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57 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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

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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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EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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HoneyBook logo

Client management for freelancers & SMBs

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

Get started with a 7 day free trial today.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

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PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

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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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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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Missive logo

Collaborative inbox for teams

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Missive is a team inbox and chat tool that helps teams to collaborate across email, SMS, WhatsApp, Twitter, and other communication channels. The inbox provides a business-first collaborative experience.

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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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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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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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ChurnZero logo

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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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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Clientary logo

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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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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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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