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Top Rated Online CRM Software with Task Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

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

Last updated: April 2026

Task management organizes tasks into lists, projects, and milestones, aiding in scheduling, reporting, and time tracking. It enhances team collaboration, resource allocation, and ensures timely follow-ups, improving overall efficiency and client management. Our reviewers in online CRM software rated this feature as important.

3 Best Online CRM Software with Task Management

  • Zoho CRM - Highest rated for task management
  • Salesforce Sales Cloud
  • HubSpot CRM

See other top Online CRM products with task management

How we picked the 3 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 online 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 the product with the highest rating for task management based on our proprietary ratings and reviews. 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 3 best products

Zoho CRM logo
4.3
(6.9K)

User insights about the task management feature

Reviewers appreciate Zoho CRM's task management capabilities for organizing, assigning, and prioritizing tasks. They find it easy to manage tasks from start to finish, track timelines, and set reminders. Users report that it integrates well with other Zoho products, enhancing coordination. They say it helps in managing customer interactions and improving workflow efficiency. However, some users feel it could be more intuitive and streamlined, noting that it can be complicated with large amounts of data.
“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

Online CRM key features coverage

Zoho CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.4
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.4
Lead Capture4.4
Reporting/Analytics4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the task management feature

Reviewers indicate that Salesforce Sales Cloud's task management is effective for staying organized and on top of tasks. They appreciate the ability to assign, track, and prioritize tasks, which boosts productivity and ensures timely follow-ups. Users find the interface easy to use and customizable, though some mention occasional bugs. They highlight the integration with scheduling tools and the usefulness of reminders for managing sales activities and client interactions.
“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!”
Verified reviewer profile picture

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

Online CRM key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.4
Pipeline Management4.4
Lead Management4.4
Lead Capture4.5
Reporting/Analytics4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the task management feature

Reviewers highlight the ease of creating and managing tasks in HubSpot CRM. They find it user-friendly and efficient for assigning tasks and setting reminders. Users appreciate the integration with other tools and the ability to manage tasks on the go, even via the mobile app. However, some users mention that the task management feature could benefit from more advanced capabilities and better prioritization options. They also note that other dedicated task management systems can integrate well with HubSpot.
“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) ”
Verified reviewer profile picture

Yann I.

Consultant

“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

Online CRM key features coverage

HubSpot CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.5
Lead Capture4.3
Reporting/Analytics4.2

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Online CRM Software with Task Management in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
HubSpot CRM logo
Category Leaders

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Brevo logo

Automation, marketing & transactional email, and SMS service

Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.

Read more about Brevo

Users also considered
Zoho CRM logo

Customer relationship management solution

All you need is an internet connection. Zoho CRM is a SaaS application that can work across all platforms.

Read more about Zoho CRM

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

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Airtable logo

AI-Powered, No-Code App Building Platform

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

Read more about Airtable

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LiveChat logo

AI-based live chat for customer support and sales teams

LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

Read more about LiveChat

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Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
Any.do logo

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

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.

Read more about Any.do

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EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

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

Read more about EngageBay CRM

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Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

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

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Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

Bigin is an online CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. From multi-channel communication and foolproof automation to intuitive mobile apps, Bigin offers a wide variety of simple yet powerful features, all at a pocket-friendly price.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need in an online CRM: client management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Kylas Sales CRM logo

#TheBetterCRM

Kylas is an enterprise-grade CRM that helps businesses manage, track, and store customer-related information in the cloud. Salespeople can access prospect information, create tasks, take meeting notes, and stay on top of their pipeline from anywhere they choose.

Read more about Kylas Sales CRM

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes is a cloud-based CRM that centralizes contacts, deals, and communication in one secure platform. Access your sales pipeline, automate follow-ups, and track results from anywhere. Integrates with ERPs, Gmail, and marketing tools. Plans start at $22/user/month.

Read more about Ploomes CRM

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Tripleseat logo

Guest and event management tool for hospitality businesses

Tripleseat is an event management platform for restaurants, bars, nightclubs, hotels, and other unique venues. The solution enables teams to streamline the event booking and planning process, helping businesses increase event revenue.

Read more about Tripleseat

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

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.

Read more about PracticePanther Legal Software

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Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

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Dripify logo

Cloud-based lead capture solution for sales teams.

Dripify is a lead capture solution that helps sales teams manage LinkedIn prospecting via email campaigns, sales funnels, performance tracking, and more. The platform offers an intuitive interface and features that allow users to create customized drip campaigns, manage teams, analyze engagement rates, and respond to leads. Additionally, it also integrates with several third-party applications such as Google Sheets, Zoho, Asana, and more.

Read more about Dripify

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monday CRM logo
Category Leaders

Customer relationship management solution

monday CRM is an online CRM software ideal for customer relationship management that ensures customer data and privacy. Its ease of use means smooth onboarding and fast adoption for your team. Offer the best service and experience to your customers with a simple, yet powerful software.

Read more about monday CRM

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Apptivo logo
Category Leaders

CRM solution for managing customer accounts

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

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Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

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Keap logo

An all-in-one CRM, sales and marketing automation solution

More Growth, Less Busy Work
Our marketing automation removes the headaches and busy work while accelerating growth.

Read more about Keap

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Key features for Online CRM software

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

  • Contact Management: Reviewers value the centralization of contact information, customization options, and automation features, which improve tracking interactions, collaboration, and follow-ups. 94% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users appreciate the ease of importing and exporting data, highlighting the time-saving bulk upload and compatibility with various formats for smooth data migration. 93% of reviewers rated this feature as important or highly important.
  • Pipeline Management: Reviewers highlight organized lead tracking and categorization, which streamline follow-ups and provide clear visibility of sales progress and potential opportunities. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize effective lead prioritization, scoring, and automated follow-ups, enhancing sales team efficiency and conversion rates while ensuring no opportunities are missed. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers commend the seamless integration with websites and other platforms for automatic lead capture, reducing manual entry and facilitating quick follow-up. 88% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users appreciate customizable reports and dashboards that provide actionable insights, track performance metrics, and support data-driven decision-making. 86% of reviewers rated this feature as important or highly important.