What Is A Small Business CRM?

How to Use a CRM for Project Management

Do you have a project but need management tools to manage the activities, people, and resources? Managing a project all by one’s lonesome is a significant challenge. You’ll have to divide your time between meetings, overseeing other individuals, gathering materials, and reaching various deadlines. It’s a lot to take in. Completing all of the project goals while adhering to the limits that have been established is the major difficulty of project management. Typically, this information is described in a user or project manual crafted at the beginning of the development process. The key restraints are the scope, time, quality, and budget. The other issue, which is much more difficult, is to optimise the distribution of the necessary inputs and integrate them to achieve the goals that have been set. There is now an assortment of automated tools for us to use for analysis, creativity, and productivity at our disposal. The distance between generalists and specialists is narrowing due to technological advancements, and CRM automation is leading the charge. Since we first began setting out-of-office responses for our email, automated processes have become the prefered approach to streamlining workflows. It is because automating as much of the process as possible saves time. Automating certain aspects of project management can be helpful when it comes to keeping projects on track, on schedule, and within budget. It starts early on in the project with initiation and planning. It finishes with completion (ideally on time) and review, with the programme involved in each process step. Even though it is possible to review projects while they are still being worked on, the decision to do so can be left up to the project manager’s discretion. Comparing the processes of project management that have been approved with those that are being used to manage the project may be part of an examination. The right level of control should be determined for each project; too much control takes up too much time, and too little control increases the likelihood of the project falling behind its estimated timeframe. If the project control is not successfully implemented, the cost to the company should be broken down into various faults and problems that need to be fixed.

Traditionally, project management consists of some components, including between four and five different process groups for managing projects and a control system. However, the fundamental processes of project management and the stages of development will remain the same regardless of the applied methodology or language. The following are examples of major process groups:

  • The first step is to ascertain that there is a requirement for a project.
  • The process of planning entails outlining every facet.
  • The execution phase entails beginning work on the project.
  • Monitoring is keeping an eye on how things are going.
  • Finishing up and taking stock is known as “closing out.”

Why Use Crm With Project Management?

Platforms for customer relationship management, also known as CRM, are intended to facilitate easier communication and the monitoring of consumer behaviours to assist organisations in better managing their contacts with and information on their customers. Consequently, what does a customer relationship management system (CRM) do with project management? The objective of project management is to make certain that activities and projects are finished in a timely fashion. It could refer to internal projects, product releases, or marketing activities. If you cannot meet your deadlines for completing your goals, you risk betraying the trust of the customers you’ve worked so hard to acquire. Customer relationship management (CRM) software has a substantial bearing on project management, particularly in gaining knowledge about clients and attempting to satisfy their needs.

You can perform the following by integrating a CRM platform into your project management system:

  • Establish strategic alignment across project management, sales, and customer support teams.
  • Make it possible for sales and account managers to track where a project is progressing.
  • Converting relationships into partnerships will help improve quality control if consumers can view and sign off on deliverables.
  • Develop triggers and personalised content, and give your marketing teams insights about where sales lead, and accounts are in the customer journey. It will help your marketing teams become more effective.
  • Observe the activities of the client while the project is in progress.
  • Bring customers into the application (by creating tasks, providing remarks, and so on).
  • Execute projects as soon as sales arise
  • Mine data to improve deliverables
  • Keep track of all of your contacts in a single location.
  • Take, for instance, a modest company specialising in selling home electronic goods. Its marketing team emphasised developing a knowledge base that included step-by-step tutorials for installing systems.

However, there was a subject that they did not cover, and that was problem-solving. They could track customer complaints about specific products because of the customer relationship management system (CRM) they adopted. As a result, they concluded that creating troubleshooting guides would be the best way to tackle their issues. These instructions were also made available to customer support so agents handling technical support calls could send customers links to the relevant guides. In addition, the marketing team followed up with the guides’ recipients by sending follow-up emails in which they requested an update and comments. Again, it was done through the CRM system.

What is CRM for small business?

Software that assists small businesses in organising huge amounts of data, managing their interactions with clients, and streamlining their sales and marketing operations is a customer relationship management (CRM) system for small enterprises. It is a nifty little application that enables small businesses to handle the workflows of their businesses in a more efficient manner, which in turn enables businesses to flourish. What sets a small business CRM solution apart from a traditional customer relationship management system? There needs to be a correct response to that question. There is no definitive list of the components that must be included to elevate a CRM for a small firm to the level of an enterprise-level system. However, a few features are typical of CRMs for small businesses but not typical of enterprise CRM platforms. These features cannot be found in regular CRM software. They are simple to put up and take down. The majority of CRM solutions for small businesses are hosted on the cloud. Because of this, it is far simpler to put them into operation and get them up and running compared to enterprise-level systems, and their learning curve is much flatter than that of bigger CRM systems. They are better suited for use by more intimate groups. For example, small business CRMs allow for the participation of as many employees as necessary. Still, they are developed with the idea that they will be utilised by teams of fewer than one hundred individuals. They are available at a lower cost. CRM software designed specifically for small businesses may provide one of the most important benefits: more affordable pricing options and shorter subscription terms. Users of small business CRMs do not need to commit to a service contract for an extended period and can instead pay for the solution monthly. Small business owners who lack the financial resources to purchase a more robust CRM will find this option far more tempting.

When should small businesses implement CRM?

As a result of the cutthroat rivalry in their respective markets, several industries currently need help. An extraordinary experience for the client is no longer a source of competitive advantage for a company. Products designed with the end user in mind, clear communication, and prompt support are necessities. Customers want to feel important and should get that impression from a business. Therefore, we should all expect to be heard, respected, and satisfied from the first interaction we have with a brand through every detail after that. Agreed? In agreement, and if that is not how your small business makes its clients feel, you had better brace yourself for the worst. Customers are likely more loyal to competitors since they have stronger connections with their customers. Because of this, you should start by implementing a customer relationship management strategy. You can get started with a CRM by using a straightforward spreadsheet. Then, please read through our collection of posts to learn how to construct one. The first one is titled “How to build a Spreadsheet CRM: The basics,” it outlines all of the initial actions that need to be taken to get a straightforward spreadsheet CRM up and running. The second one is titled “How to build a Spreadsheet CRM: Advanced,” it details the process of incorporating lead generation elements into a spreadsheet CRM. Using a spreadsheet as your CRM is only beneficial when your company is in its infancy. A spreadsheet CRM is no longer sufficient once it begins to grow, and your sales funnel begins to fill up with more prospects once it begins to grow.

Frequently Asked Questions

Why do 70% of CRM projects fail?

A computer cannot think for itself, develop the most appropriate key performance indicators or projects, or even make strategic judgements regarding customer segmentation. This misconception brings about the failure of many CRM programmes before, during, or after implementation.

What is the difference between POS and CRM?

Customer relationship management is abbreviated as CRM. Everything you need to know about existing and prospective clients.POS means the point of sale: this is more about cash registers and other related items. Whether or whether the two subjects share any common ground is debatable, but they may do.

What is CRM life cycle?

The series of actions that a customer goes through when contemplating, purchasing, utilising, and sustaining loyalty to a product or service is referred to as the customer lifecycle in the field of customer relationship management (CRM), which is an acronym for customer relationship management.

What are CRM channels?

CRM systems collect customer data from various sources, often known as “points of contact,” including the company’s website, telephone, live chat, direct mail, marketing materials, and social networks. This information is then compiled into a single view for analysis and reporting purposes.

What is CRM customer service?

CRM, which stands for “customer relationship management,” refers to the efforts made by a company to create and maintain client relationships across the entirety of the customer journey. It includes everything from the first marketing touchpoint through the sales funnel and up to their post-purchase customer support.

10 Best Crms For Project Management

If your customer relationship management system does not provide project management, you may discover that you must continue to complete several duties manually. Think about the implications this must-have has for meeting project deadlines and maintaining a positive relationship with the customer. It could waste a significant amount of time. Recent research on CRM indicates that this should be of particular concern, given that over sixty per cent of firms currently use CRM to enhance their level of productivity. You may have even considered handling tasks independently without using a CRM. Since you are all experienced in this field, skipping the purchase of specialised software would undoubtedly result in significant cost savings. Wouldn’t it? Traditionalists think project management is unnecessary; why employ a CRM to take care of it if that’s the case? But they must comprehend that not utilising project management wastes money and resources. So although it could use up to twenty per cent of the total budget for the contract, this is not at all an unnecessary expense. Not only does this ensure that the team continues to collaborate and remain focused on the same goals, but it also makes it possible to proactively address any problems that may arise. Before we delve into the ten most effective CRMs for project management that are now on the market, though, let’s take a moment to examine the significance of the practice of project management.


Appropriate for: small firms searching for a robust all-in-one CRM that is also reasonably priced Work[etc.] offers a customer relationship management system with project management and billing functionality. It is one of the most reasonably priced all-in-one solutions that can be found on the market today. Because of this, it is appealing to small organisations looking for a solution to accommodate a staff that performs a variety of roles.

The following are the components that make up the CRM’s project management side:

  • Integrated cost estimates for the project.
  • The capacity to attach critical files to a project.
  • A brilliant tool that enables you to establish a dependency between jobs and activate notifications after particular tasks have been finished.

Work[etc.] provides multiple perspectives on a project, such as Gantt charts, graphical timelines, and views focused on the budget and progress. Reviewers were impressed with the breadth and depth of functionality that Work[etc.] provided for the price point offered, and they were pleased with how well it interacted with other products they already used. After its implementation, many small firms have reported that the system has already paid for itself, although they previously had reservations about investing in an all-in-one solution.


Those looking for a feature-packed customer relationship management system (CRM) with a flexible modular structure and first-rate customer support should consider this option. Apptivo is a web-based system that provides organizations with over fifty different ‘apps’ (modules) from which they may pick and choose to build their custom applications. Small businesses that want to combine multiple business processes into a single software package will find the ‘build it yourself’ approach and affordable price point appealing. In addition to project management and CRM, Apptivo offers apps for HR management, supply chain management, and financials, to name a few. Finally, it will appeal to small businesses that want to streamline operations. Use this extensive database of CRM vendors to zero down on your organization’s ideal customer relationship management system. Their project management programme features a complete collection of collaboration tools, including fully interactive Gantt charts, fully customizable project templates, and the ability to manage unlimited projects simultaneously. Apptivo also has integrated project billing, which allows users to define how they wish to invoice for a project. For example, users can invoice for a project based on a total hourly rate, a flat rate, or phased-based payments. Reviewers almost unanimously expressed their gratitude towards the company’s customer care staff, and they praised the reasonable cost of the programme. As a result, Apptivo comes highly recommended for use by startup companies who seek the flexibility of having CRM, project management, and possibly even more covered by a single solution.


Companies that desire an easy-to-use and quick-to-implement system with a variety of options for integration are the ideal candidates for this product. Since its inception in 2007, SugarCRM has provided its users with project management capabilities. These are available in every product edition that SugarCRM offers. Smaller organisations and startups in their early stages will be discouraged by the requirement for a minimum licence of ten users; nevertheless, more established businesses will find the software’s pricing reasonable to its features. SugarCRM’s project management functionality enables businesses to exert complete authority over ongoing campaigns and monitor all aspects of their development. Sharing information on the project, collaborating with other users by attaching meeting notes or storing call logs, and exporting data to other programmes such as Microsoft Project are all features available to users of this software. SugarCRM impressed reviewers with how easily it could be customised. It is partly attributable to the extensive database of add-on apps and the variety of third-party connections available with the platform. In addition, reviewers praised SugarCRM for its user-friendliness. Because of its high rankings for flexibility and ease of setup, it is an excellent choice for individuals searching for a system that can adapt to the shifting requirements of a business.


The small business CRM offered by Insightly comes with an extensive toolkit for managing projects at an affordable cost. Since these are available in the free version of the software (for a maximum of two users), it is an excellent choice for early-stage startups and sole traders who could not afford it otherwise. In addition, clients can switch up or down to any of Insightly’s five-price plans at any time, providing a level of flexibility unmatched by high-growth businesses. Users can view the project’s progress using either a pipeline or a milestone-focused view. The recurring tasks feature of Insightly enables users to configure task alerts to recur at regular intervals, ensuring that frequent checks are performed on client accounts. This feature is another example of how Insightly doesn’t forget the fundamentals. The generation of project status reports is a straightforward process, and they are straightforward to examine. Reviews regularly comment on how simple it is to use Insightly, and they are full of praise for its user-friendly interface and a wide variety of integrations (including G Suite, QuickBooks, MailChimp, and Outlook, among others). In addition, unsightly delivers a strong range of tools for businesses that would otherwise be priced out of an all-in-one solution. So even though the reporting capabilities need to be customised enough to fit the demands of everyone, Insightly does provide a solid set of tools.


Citrix offers a customer relationship management (CRM) and project management application known as Podio. Podio’s list of integrations includes G Suite, email, Excel, and GoToMeeting, in addition to the less common Zendesk, Zapier, and FreshBooks, so it will appeal to businesses that are looking for a robust and adaptable CRM tool that integrates well with existing software. Additionally, it will be of interest to businesses that are looking for a CRM tool that integrates well with existing software. With the help of this CRM selection survival guide, you can determine the most important needs for project management and choose the appropriate software for your team. Podio provides its users with a complete range of project management capabilities, some of which include task notifications, automated processes, and fully customised project views. In addition, API access enables people with the necessary knowledge to construct their applications and add-ons. At the same time, the Podio App Market provides a wide variety of free pre-built apps that can extend the software’s functional capabilities in various ways. Reviewers applauded this product for the amount of versatility it provides at a pricing point that is comparable to the middle of the market. Reviewers also praised the platform’s frequent updates, various integrations, and user-friendliness. Users were, on the whole, quite pleased with how well Podio’s capabilities matched essential business requirements, even though some of them remarked that the reporting functionality could be more advanced.

Apollo HQ

Suitable for: Businesses that emphasise project management more than customer relationship management. In contrast to most of the other solutions on this list, Apollo HQ is best conceived of not as a CRM that has been augmented with project management capabilities but rather as a project management tool with CRM capabilities. As a result, this programme can be right for you if you have extensive needs for project management but just minimal needs for customer relationship management (CRM). You can vote for additions you want, including in future releases of Apollo on their website, which is an unusual and welcome aspect of the company’s product development process. In addition, the plans include time tracking, customised task list templates, and the capability to merge related projects. This feature helps reduce the amount of administrative work needed and the amount of confusion. The user interface of Apollo has received positive reviews from customers, notably its utilisation of tabs to navigate different projects and its capacity to generate project shortcuts with only a few mouse clicks. However, the system is probably not for you if you are seeking a fully-featured CRM in addition to your project management tool; nonetheless, the contact management and sales pipeline capabilities provide a strong basic functionality.


They also offer a bolt-on Projects module that is free of charge when you purchase the Professional or Enterprise editions of Zoho’s CRM software. Zoho’s CRM is excellent and can deliver in-depth statistics. So downloading the Projects add-on is the only thing that needs to be done if you already have this version of their CRM installed. You will discover several robust features here, such as the capability to manage deadlines, check adherence to milestones, and use Gantt charts, among other things. In addition, you will have access to detailed statistics and planning options and visibility across all teams. The reviewers were impressed with the breadth of customization options that Zoho provides, and they praised the add-ons found in the Zoho Marketplace. Zoho is highly customizable, meaning it can be tailored to fit the needs of individual businesses willing to devote the necessary time and resources to the process.

NetSuite SRP

Suitable for: Businesses who use ERP and are looking for a project management product that is fully integrated. The SRP offered by NetSuite is one of a kind because it is the only cloud-based solution that combines ERP and professional services automation into one piece of software. Although it is not a CRM in and of itself, NetSuite does offer a companion CRM product called CRM+ that can easily integrate with other systems. Because of this, SRP is the perfect solution for businesses that want ERP but also desire fully integrated project management capability alongside it. SRP, like all of NetSuite’s other products, comes with a comprehensive set of robust features, such as timesheets that can be personalised and management tools for billing and invoices.

Additionally, the solution for project management aims to deliver complete visibility and control over a project, with users able to collaborate in real-time, create detailed project-level budgets, and track all key financial metrics of projects they work on. It is one of the goals of the solution. You can search for CRMs with project management features using this free online CRM comparison tool. Reviewers praised the extensive reporting features that SRP provides, and the programme was praised for being easy to customise and highly versatile. They also had extremely nice things to say about NetSuite’s capacity to combine back-office activities like accounting and project management with front-office services like customer relationship management (CRM), marketing, and support management. So naturally, SRP will only be appropriate for some businesses. Still, it is an exceptionally potent instrument for organisations that require some ERP capability and are prepared to buy CRM+ in addition to it.

TaskRay Project Management for Salesforce

Companies who utilise Salesforce and wish to increase the capabilities of their project management systems are the ideal candidates for this product. The Salesforce platform comes equipped with its built-in solution for project management called TaskRay. Every information contained within the app can be connected to preexisting Salesforce data, such as contacts, accounts, and opportunities. In addition, companies using Salesforce will find that TaskRay is particularly simple to install and implement because it is available on AppExchange. With TaskRay, project managers can visualise their data in a manner that is most suitable for them. TaskRay provides a variety of project overview screens, some of which are based on Gantt charts, calendars, and Kanban boards. In addition, users can reduce the amount of administrative work required to begin a new project thanks to the app’s strong reporting tools, cloneable project templates, and repeated task automation. These features may be found within the app. Reviewers are pleased with the variety of visualisation possibilities that TaskRay provides and the ease with which the software can be utilised. The reviewers were particularly impressed with the drag-and-drop functionality and the simplicity with which the software can be customised. In addition, the level of support received was deemed to be exceptional.

Crowe Project Management

Companies that use Microsoft Dynamics and want additional project management features but don’t want to replace their CRM could benefit from this solution. Crowe Project Management, originally known as AbleBridge, is a potent add-on that transforms Microsoft Dynamics from a customer relationship management system focused on sales into a project management tool. It takes care of project management effortlessly and is appropriate for businesses of any size. Whether you are the manager of the project or dealing with customer support, it will keep everyone in the picture about the time-related tasks, budgets, and general progress that has been made. Users of Crowe Project Management are given the ability to transform incoming emails into project tasks, assign resources without leaving Microsoft Outlook, and view real-time dashboards of their projects. When managing projects based on CRM, you can drill down into the details to find a quick resolution. In addition, customers can automate common procedures and develop individualised templates for projects. Project management is crucial; teams and clients risk falling into a chaotic state in its absence. As a result, the project’s objectives may become muddled, resources will be constrained, planning will be unrealistic, the quality of the deliverables will be low, and the project will ultimately run over both in terms of time and expense. An efficient project administration ensures that everything stays on track and gives a crystal clear picture of where you must be at any given time. If you are aware of the steps that must be taken to be successful, achieving that success will be a lot less difficult for you, and you will also see a significant increase in your return on investment. What is the result? Not only a joyful workforce but also a contented customer base. The days are long gone when it was sufficient to jot notes down in a notebook and carry it around in your pocket. Customers of days have much higher standards for professionalism, and the only way to meet them is to use a customer relationship management system that is regarded as among the best in the industry.

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