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Task Management Software with CRM (2026) - Page 4

Last updated: April 2026

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147 software options

Izzyplan logo

Cloud-based solution for project and workflow management

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Izzyplan is a cloud-based solution that assists businesses of all sizes with workflow management, project planning, appointment scheduling, customer relationship management (CRM) and more.

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WETHOD logo

Project management software

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wethod: the integrated platform merging CRM and PM to track budgets and margins while valuing people's autonomy and commitment.

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Deltek WorkBook logo

Project & Resource Management for Advertising Agencies

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WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

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VOGSY logo

Multiple countries, multiple currencies, one resource pool.

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Enterprise-grade project management, resource planning, timesheets, invoicing & project accounting. Fair total cost of ownership & fast time to value.

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WorkStraight logo

Online work order software

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WorkStraight provides customizable online work orders that make it easy to track orders and coordinate with teams remotely. Use WorkStraight to securely create, receive, and track work requests from your team or customers.

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Ravetree logo

Award-winning work management solution

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Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing projects, time, resources, and clients

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Wayfront logo

All-in-one client management & billing software for agencies

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Wayfront enables efficient task management for agency teams with reusable task templates, team assignments, deadline tracking, and completion history. Create service-level task checklists that auto-populate for each new order, or add one-off custom tasks as needed.

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BlueCamroo logo

All-In-One for SMBs - CRM, project management, and more

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BlueCamroo is a web-based online business productivity suite that helps businesses manage sales, customers, and projects more efficiently and profitably. It offers social network monitoring module that finds sales opportunities and spots service issues across Twitter, LinkedIn, and Facebook.

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Zigaflow logo

Make running & growing your business easier

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Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Mango Practice Management logo

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

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Dibcase Legal Case Management logo

Cloud-based legal case management solution

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Dibcase Legal Case Management is a cloud-based solution crafted for social security practitioners. It offers all the features users need with no compromises. With hundreds of integrated forms and templates, it does the formatting for its users.

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MarketSurge logo

All in one lead management software

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MarketSurge is the one-stop shop for lead management. The application enables businesses to manage communication and contacts from a unified platform.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Airbox logo

A platform for task, project, and process management

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Airbox is a Portuguese-language solution for managing tasks, projects, and business processes that provides a 360º view of the most relevant operations, monitors each stage of the sales funnel, and tracks the history of business opportunities while also measuring the performance of predefined goals.

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Adamo Digital Platform logo

Digital platform for managing end-to-end business operations

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The Adamo Digital Platform caters to all requirements of an end-to-end business operation. It provides users with digital solutions, automated workflows and the capability of a fully paperless business management model.

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Cypher IQ logo

Workflow automation software with database integration

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Cypher IQ is a cloud-based workflow automation software designed to help businesses across various industry verticals streamline purchase orders, employee reimbursements, job creation, plant management, contracts, and more. It lets finance teams automate client refund, credit processes, petty cash management, audit trail, and new supplier application.

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Coolfire Core logo

Work order management software

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Transform your task management with Coolfire Core. Conquer operational chaos, digitize tasks, and boost team communication for swift execution. Enhance decision-making, ensure timely deliveries, and delight customers. Experience the power of Coolfire Core for unparalleled task management efficiency.

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ExxpertApps logo

All-In-One Next Generation Enterprise Application in Cloud

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ExxpertApps allows to manage sequential and non-sequential task for internal and external employees as part of the overall project management features.

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PSOhub logo

Cloud-based project management software for SMBs

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PSOhub is a project management solution for SMBs. It enables project leads or managers to keep track of tasks, times, resources, and projects. The tool helps managers increase team productivity by automating predictive project & smart contract management, expense tracking, and invoicing.

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TaskRay logo

Customer Onboarding Success in Salesforce

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TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

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Stafiz logo

ERP for professional services organizations

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Stafiz is a cloud-based platform for professional services organizations designed to help increase collaboration, productivity, reporting and gather your collaborators on a single environment, including management, teams, and contractors, and increase your overall visibility

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isLucid logo

isLucid AI-controlled virtual meeting assistant

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isLucid is a meeting management software for all your employees that helps manage Microsoft Teams video conferencing software meeting information and transcripts with an inbuilt AI meeting assistant.

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Movista logo

ONE RETAIL EXECUTION SOFTWARE FOR ALL IN-STORE TEAMS

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Movista is a field management solution for mobile workforces in retail which is designed to help improve in-store merchandising execution. The software includes tools for managing tasks, scheduling, location tracking, file sharing, item ordering, expense reporting, time tracking, and more.

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PeopleVine logo

Engagement solution for members, customers, and employees

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PeopleVine is a cloud-based marketing & engagement solution that helps businesses to engage employees, members and customers across their workspaces, loyalty programs, member organizations, and more. Engagement data is tied back to CRM records, enabling the development of personalized relationships.

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