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Task Management Software with CRM (2026) - Page 2

Last updated: April 2026

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147 software options

Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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Karbon logo

Accounting practice management software for leading firms

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Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

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Quickbase logo

Dynamic work management and project platform

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Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

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Scoro logo

Manage projects, resources, and finances in a single system

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Unify sales, delivery, and finance data to reduce friction between internal teams. Assign tasks to multiple people and empower team members from different roles to collaborate on service or project delivery.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly CRM keeps your to-do list front and center. Manage your daily tasks associated with leads, customers, or projects from a centralized place.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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ProWorkflow logo

Your go to platform for projects, task, and time management.

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Use ProWorkflow to create tasks attaching start & due dates, statuses, files and assigned staff members. Track time on tasks, get overdue alerts and more. Signup for a free trial today!

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Fusebase logo

Collaboration and information management tool

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Accomplish tasks more quickly, while avoiding the complexity of additional project management tools. Add meeting notes, tasks, documents, images, and code snippets. Easily track any item that you need for your projects.

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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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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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kintone logo

Agile, No-code Business Application Platform

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Its almost impossible for anything to fall through the cracks with Kintone. Automate tasks with workflows, see the status of projects, and get pinged for update

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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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With Accelo you can take charge of your time with a complete overview of your work. Increase productivity with a seamless approach to task management that automatically records all task-level changes to reflect the overall project plan, sale, ticket, or retainer.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Indy logo

Own it.

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Indy is an all-in-one admin solution that enables a seamless workflow from your first proposal to a client to the final invoice payment and everything in between. Indy is designed for freelancers, entrepreneurs, and business owners who want to level up their productivity and grow their businesses.

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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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CloudLex logo

Legal case management tool for personal injury law firms.

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CloudLex is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools including matter management, client intake, document automation, and settlement calculators. Built on Microsoft Azure with HIPAA compliance, CloudLex integrates with Microsoft Office, Gmail, and e-signature services while providing mobile access through iOS and Android apps.

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17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Enterprise companies leverage Clarizen PPM solution to better manage tasks, allocate resources, generate real-time insights and drive business growth.

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Stackby logo

Spreadsheets, Databases and No code APIs - one platform.

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Stackby is a collaborative workspace that brings ease of use of spreadsheets, functionality of databases and access to popular services via no-code API connectors - to create, organize and automate anything.

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Bonsai logo

One platform to streamline your entire business

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Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses.
Simple and easy task tracker allows users to add tasks in seconds, integrate with your timers, and add include collaborators.

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eM Client logo

Email, calendar, contacts, tasks, notes and chat in one app

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eM Client is a powerful email client for Windows and macOS with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes and chat.

Manage your tasks easily using the Getting Done Methodology inspired view.

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Wing logo

Software for managing & delegating recurring tasks

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Wing's dedicated tech-enabled talent completes recurring work like customer relationship management, customer support, email management, and more with high-quality work results.

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BCS logo

Plan. Implement. Evaluate.

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Appointments, reminders and important tasks for today - your personal overview displays what is relevant and urgent. No kind of task gets out of your sight.

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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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