Top 30 Integrated Task Management Solutions for CRM & Sales

Curated list of the best tools that combine task/project management with CRM and sales automation features.

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Free CRM with built‑in task pipelines, activity tracking, and seamless integration with HubSpot’s marketing and sales suites.

All‑in‑one suite that merges Zoho CRM with Projects, Desk, and Campaigns, offering unified task boards and sales pipelines.

Industry‑leading CRM with customizable task management, Kanban boards, and AI‑driven sales insights.

Pipeline‑centric CRM with activity reminders, task automation, and visual sales forecasting.

CRM + project management platform that links contacts, deals, and tasks on a single timeline.

Unified sales CRM with built‑in task scheduler, AI lead scoring, and integration with Freshdesk and Freshservice.

#8 Copper

Google Workspace‑native CRM that turns Gmail threads into tasks and automates follow‑ups.

Highly visual work OS with CRM templates, sales pipelines, and task automation in one board.

#10 ClickUp

All‑in‑one productivity platform offering CRM views, sales pipelines, and robust task management.

Asana’s task platform linked to Salesforce, enabling sales teams to track deals as projects.

Kanban board with a free CRM Power‑Up that turns cards into contacts, deals, and tasks.

Wrike’s project hub with a native connector to popular CRMs for synchronized task and pipeline management.

Flexible workspace where users can build custom CRM databases linked to task boards.

#15 Bitrix24

Free CRM with built‑in task and project management, time tracking, and collaboration tools.

Enterprise CRM tightly integrated with Microsoft Planner and Teams for task coordination.

#17 Pipefy

Process‑management platform that lets sales teams design pipelines and assign tasks without code.

CRM built inside Gmail with pipeline stages, task reminders, and email‑based activity tracking.

#19 Close.io

Sales‑focused CRM with built‑in calling, email automation, and task‑centric activity tracking.

#20 Agile CRM

All‑in‑one CRM offering contact management, sales automation, and a Kanban‑style task board.

#21 Nutshell

Simple CRM with pipeline view, task reminders, and integration with project tools like Asana.

AI‑driven CRM that auto‑captures contacts and syncs activities to a unified task list.

CRM + marketing automation platform with built‑in appointment scheduling and task workflows.

Sales pipeline manager with activity tracking, task automation, and deep integration with Zendesk Support.

Project management suite that includes a lightweight CRM for tracking leads and associated tasks.

Spreadsheet‑style database where users can build a CRM and link records to Kanban or calendar task views.

#27 Salesmate

CRM with built‑in activity scheduler, task automation, and email‑to‑task conversion.

Visual sales pipeline with drag‑and‑drop task cards and performance analytics.

Simple CRM that includes task lists per contact and integrates with project tools like Trello.

Open‑source suite where CRM and Project apps share leads, tasks, and timesheets in a single database.

#31 SugarCRM

Customizable CRM with workflow automation that can trigger tasks and reminders across sales stages.

Free, open‑source CRM offering sales pipeline, activity tracking, and integrated project management.

Zoho’s project management tool tightly linked to Zoho CRM, syncing tasks with deals and contacts.

#34 Scoro

Business management suite that merges CRM, task scheduling, and billing in a single dashboard.

Enterprise work management platform that syncs tasks and approvals with Salesforce opportunities.

Collaborative whiteboard where sales teams can map pipelines and attach task cards directly to contacts.

#37 Hive

Team collaboration tool offering CRM pipelines, task automation, and AI‑driven sales insights.

#38 Flowlu

All‑in‑one business suite with CRM, task management, and finance modules for small‑to‑mid markets.