The all-in-one CRM project management software
Managing your sales, customer relationships and project delivery in separate tools creates friction, delays and lost visibility.
Pipedrive brings everything together – so you can close deals and deliver on promises in one place. With the Projects add-on (available on all core plans), you can track tasks, timelines and progress right from your CRM.
Need to stick with your current setup? No problem – Pipedrive also integrates with popular project management tools like Trello and Asana, so your team stays aligned wherever they work.
Full access. No credit card required.
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What to look for in a CRM for project management
Using a CRM with project management features can help consolidate tasks into a single platform, saving you both time and money. To make sure you choose the right one, look for:
Ease of use. Get fast results with a CRM tool that is simple to implement and intuitive to use.
Customizability. Adapt features to match your business needs and workflows with a customizable CRM solution.
Centralized data management. Store project and customer information in one space to simplify cross-team collaboration.
Visual project and sales pipeline management. Track project milestones and sales timelines to improve communication and make better decisions.
Project management CRM features
Manage project and customer data in one place
When project planning and customer data live in separate tools, communication breaks down and deliverables get missed.
Centralizing data aligns your sales, project and marketing teams to reduce time spent chasing updates.
Pipedrive gives you a single, searchable hub for every interaction and detail. With no silos and clearer project data, you can focus on growing customer satisfaction.
Explore Pipedrive’s customer management features.
Integrate easily with other tools you use
Switching between disconnected tools slows teams down and creates friction in your workflow, ultimately reducing profit.
When your project management CRM integrates seamlessly with the rest of your tech stack, you get smoother business processes and better visibility.
Pipedrive’s native integrations connect with top project management and communication tools to keep all your work in sync.
Browse the Pipedrive Marketplace.
Share data across teams and locations
When remote teams use different tools or can’t access the same information, work slows and messages quickly get lost.
Giving everyone shared access to the same data and metrics in a cloud-based system reduces miscommunication to keep projects moving.
Pipedrive’s cloud CRM allows all departments to work from one reliable source of truth, via any device or location.
Discover Pipedrive’s cloud CRM credentials.
Customize features to fit your sales cycle
Most CRM systems expect you to change how you work, forcing you to adapt processes or abandon key steps. These rigid tools lead to inefficiencies, errors and frustration.
A truly agile project and lead management CRM fits how your business runs – not the other way around.
With Pipedrive’s flexible CRM, you can add custom fields, pipelines, stages and views to match your sales process, manage multiple projects and adapt as you scale.
Learn about Pipedrive’s custom CRM.
Let workflow automation improve your sales process
Manual admin drains time and increases the risk of human error. As your projects scale, the repetitive tasks multiply.
The best project management CRMs automate manual processes to save you time. Assign leads to the right sales reps, set reminders for upcoming project activities and get notified when a customer acts so that you can reach out.
Pipedrive can trigger emails, assign owners, create tasks and update project statuses without human intervention, freeing your team to prioritize customer needs.
See what’s possible with workflow automation.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Let’s Do It World keeps its data organized with Pipedrive
Let’s Do It World has engaged over 70 million people from 191 countries in environmental clean-ups around the world.
Pipedrive’s cloud-based software has helped manage these massive projects by automating repetitive project tasks, optimizing workflows and keeping a centralized, up-to-date database.
“Pipedrive helped us organize our work and minimize so many jobs that weren’t actually necessary.”
Convert high-value buyers before they drift with LeadBooster
LeadBooster is Pipedrive’s four-in-one lead generation tool that helps large and small businesses improve their sales process and ensure no leads are lost due to a lack of time or organization.
Prospector: Discover outbound leads from a database of over 400 million profiles and 10 million companies, filtered based on your ideal customer.
Chatbot: Boost your customer support and let your website visitors qualify themselves with a conversational Chatbot.
Live Chat: Chatbot smoothly hands off conversations whenever the sales team is required. Use our live chat feature from any device, including the mobile app.
Web Forms: Give your inbound leads a simple way to share their contact information with easy-to-build forms on your website.