CRM Integrations

CRMs with Project Management Integrations (2026)

CRMs that connect to Asana, ClickUp, Jira, Monday, Notion, and other project management tools — so the deal that closes in the CRM kicks off the delivery project automatically, without a manual handoff.

Why the CRM-to-project handoff is the most common ops failure

The moment a deal closes is when the most expensive data entry in a company happens: an ops manager manually copying account details, contract terms, and stakeholder contacts from the CRM into the project management tool before the delivery team can start work. For services businesses, agencies, and SaaS companies with implementation workflows, this handoff is where data quality degrades and projects start with incorrect information. A proper CRM-to-project integration eliminates that entirely: when a deal moves to Closed Won, a project is automatically created in Asana or ClickUp or Jira, pre-populated with the account name, contract value, stakeholder list, and any custom fields the delivery team needs.

What to prioritize

  • Automatic project creation on deal close. The trigger should be a CRM pipeline stage change, not a manual workflow step someone can forget.
  • Field mapping. Contract value, timeline, owner, and custom fields (e.g., product tier, region, SLA level) should map to the project template automatically — not dump into a description field.
  • Bidirectional status sync. As the project progresses, milestone completions and project health should be visible in the CRM account record so account managers know the delivery status without asking the delivery team.
  • Template selection. Different deal types should create different project templates. A basic implementation project and an enterprise onboarding project are different workflows.
  • Contact/task assignment. Stakeholders in the CRM deal should become project members; assigned tasks in the project should be visible as activities in the CRM.

Common integration patterns

Zapier/Make (low-code): Most CRMs support a Zapier trigger on pipeline stage change. This is the most common implementation pattern and works well for straightforward field-mapping scenarios. It breaks for complex workflows requiring conditional logic.

Native connectors: HubSpot has native Asana and ClickUp integrations; Salesforce connects to Jira, Asana, and Monday via AppExchange apps. Native connectors are more reliable and support more trigger types but require the right plan tier.

Middleware platforms (Workato, Tray.io): For enterprises with complex field mapping, multi-step workflows, or ERP involvement in the handoff, a dedicated integration platform handles the edge cases that Zapier can't.

Below: CRMs with project management integrations in our directory

SmartSuite

CRM

No-code work platform where teams build CRM, project, IT and GRC apps from templates. Team plan from $15/seat/mo (annual, 3-seat minimum).

Apptivo

CRM

Modular cloud business suite with Sales CRM, Help Desk, Field Service, Campaigns and other apps. Aimed at small and mid-sized businesses.

Bitrix24

CRM

Bitrix24 combines CRM, tasks and projects, chat and video calls, HR tools and a website builder in one workspace. Paid plans are flat-rate per organisation with a user cap, starting at $49 a month for 5 users.

BlueCamroo

CRM

BlueCamroo combines CRM, projects, support tickets, time tracking and invoicing in one platform for small and mid-sized businesses. It charges a single price per user, $39 a month, with all features included.

Bonsai

CRM

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Commence CRM

CRM

Cloud CRM for small and mid-size businesses, sold in three editions from contact management to workflow automation. Marketing, project management and customer service modules cost extra.

Daylite

CRM

CRM and project management app for Mac, iPhone and iPad. It combines contacts, pipeline, projects, email, calendar and tasks for service-based small businesses.

eWay-CRM

CRM

CRM that runs inside Microsoft Outlook, with contacts, sales and project modules, a free plan and AI email features. Also available in Microsoft Teams, web and mobile.

Insightly

CRM

Insightly is a CRM with built-in project management, plus optional marketing automation and service ticketing. It is priced per user for small and mid-sized teams.

OpenCRM

CRM

OpenCRM is a UK-hosted CRM with sales, helpdesk, project management, email marketing and order management in one plan at £44 per user per month, with a Xero sync.

Scoro

CRM

Work management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.

SherpaDesk

Help Desk

Help desk and PSA software for small IT teams and MSPs, with ticketing, time tracking, invoicing, projects and asset management. The first agent is free.

Simply CRM

CRM

Danish CRM for small and mid-sized businesses with sales, projects, support tickets and invoicing in one product. Plans start at $15 per user per month.

Solve CRM

CRM

Solve360 is a CRM from Norada that combines contacts, scheduling, projects and support tickets on one record. $39 per user per month, minimum four users.

Teamleader

CRM

Teamleader Focus is a Belgian CRM, invoicing, quotes and project tool for European SMEs. Teamleader Orbit serves agencies with 20+ staff.

Teamwork Desk

Help Desk

Help desk from Teamwork.com that turns client emails into tickets and tasks on Teamwork projects. Built for agencies and service teams that already run projects in Teamwork.

Capsule CRM

CRM

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.

Monday CRM

CRM

monday CRM is a board-based CRM from monday.com with pipelines, a communications hub, quotes and invoices, automations and AI agents for lead sourcing, outreach calls and meeting prep.