# Project Management + CRM

## LAST
* [Best Project Management Software and Tools | 2018 Reviews of the Most Popular Systems](https://www.capterra.com/project-management-software/)
* [Your online project management software - Wrike](https://www.wrike.com/)
* [Small Business CRM, Sales & Marketing Software | Infusionsoft](https://www.infusionsoft.com/)
* [Project Management - ERP on Cloud | Enterprise Resource Planning - Ramco Systems](http://www.ramco.com/erp-suite/project-management/)
* [Customer Relationship Management Software | SugarCRM](https://www.sugarcrm.com/)
* [Onsite CRM | Blog](https://www.onsitecrm.com/blog/white-label-crm)
* [Top Business Apps, Best Apps for Small Business | GetApp®](https://www.getapp.com/top-apps)
* [WORKetc CRM Pricing, Features, Reviews & Comparison of Alternatives | GetApp®](https://www.getapp.com/operations-management-software/a/crm-projects-billing/)
* [Project Management Software 2018 - Best Application Comparison | GetApp®](https://www.getapp.com/project-management-planning-software/project-management/)
* [CRM Software 2018 - Best Application Comparison | GetApp®](https://www.getapp.com/customer-management-software/crm/)
* [Microsoft Dynamics 365: Intelligent Business Applications](https://dynamics.microsoft.com/en-us/)
* [Fusioo: Stop Drowning in Business Apps and Spreadsheets](https://www.fusioo.com/)
* [Your online project management software - Wrike](https://www.wrike.com/)
* [5pm - Project management software, online collaboration and time tracking](https://www.5pmweb.com/)
* [Business Management Software | Scoro](http://www.scoro.com/)
* [IT Service Support Management (ITSSM) Software Reviews](https://www.gartner.com/reviews/market/itssm-tools)
*
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# 0
* https://docs.google.com/a/staff.com/spreadsheet/ccc?key=0Ahw066SJeeSadFJGWXRTUVVfaE1WWmpkU09WUkt6Z0E#gid=0
* https://docs.google.com/a/staff.com/spreadsheet/ccc?key=0Ahw066SJeeSadFFKQkY0cGY5dFFvVWpFWVhoSjRYWWc#gid=1
* [Marketing Ops, 6 A's of Marketing Performance Management](http://www.marketingprofs.com/articles/2014/25875/marketing-ops-is-now-a-must-have-the-six-as-of-marketing-performance-management)

## strategic advantages to connecting CRMs with project management software
* Helps business manage the customer lifecycle in one system
* Helps separate teams collaborate on client initiatives and deliverables through unified task management, project pipelines, budgeting, reporting, and reminders
* Connects customer feedback and input with ongoing projects
* Provides greater overall ROI for software subscription and purchase, as you typically you pay for one product instead of two.
  * Insightly
  * Zoho
  * Sugar CRM
  * AbleBridge


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## Kapture
[Kapture CRM](https://www.kapturecrm.com/) is an end-to-end complete business automation platform. We help you with specific modules for different industries such as FMCG, Hotels, travels etc.

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[What are some good combined CRM and project management systems? - Quora](https://www.quora.com/What-are-some-good-combined-CRM-and-project-management-systems)

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* Automated customer profiling and intelligence
* Project assignment and tracking
* Manage employee hierarchy
* Performance tracking

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## [ClickUp](https://clickup.com/)

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* hybrid project management platform
* streamline your processes, including sales, marketing, design, and development
* Users can comment on tasks and projects
* managers can turn comments into tasks and then assign them to someone
* Goals can be set easily to help teams know what they are aiming for and how to accomplish those goals

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## [Mavenlink](https://www.mavenlink.com/)
* [Welcome to the Future of Work - Mavenlink](https://mavenlink.wistia.com/medias/ym1pmhq7kd)
* there are four key systems of record that enable a successful ecosystem:
  * Operational System of Record (Mavenlink)
  * Customer System of Record (CRM)
  * Financial System of Record(ERP or General Ledger)
  * People System of Record (HCM or HRIS)

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## [UserEngage](https://userengage.com/en-us/)
* flexible software. You don't need to buy the "whole package" with features you don't need.

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## [InStream](http://instream.io/en/)
* web-based open source BRM (business relations management)
* has all features of regular CRMs plus more -- to not only help you increase your sales, but additionally strengthen your relations with new and returning clients.
* WHY?
  * you're starting to have organisation issues
  * you're losing grip of your contact management
  * your database is growing at a fast pace
  * you want to track your customer relationships
  * you need to keep record of your communication history
  * your goal is to have your clients return
  * contact customization is becoming paramount

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## [ProofHub](https://www.proofhub.com/)
* Workflows and boards: Simplify the way you manage your tasks by defining their flow, and assigning basic or kanban workflow to them as per your requirement.
* Proofing: Speed up the files and documents review process, bring clarity in feedback sharing and even keep track of changes made in them.
* Custom roles: Gain ultimate control on your projects by setting Custom roles and defining different access levels for your team members based on their responsibilities.
* White-labeling: Set up branded sign-in page, add a color, set a theme, and add your logo to make the account appear just like your company’s look and feel.
* Multilingual: The interface is available in more than half a dozen languages including English, French, Spanish, Portuguese, Polish and German.
* Reports: Get clear insight of how projects are running and resource utilization, to analyze plans and iterate accordingly.
* Gantt charts: Get a visual timeline for tasks to better plan the projects and manage resources efficiently, and stay on track!
* Task management: Keep work organized so that people don’t have to wonder what they have to work on next and what’s pending.
* Time tracking: Keep track of the time spent on tasks by either making manual time entries or by using the timer to bill the clients accurately.

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## [SutiCRM](https://www.suticrm.com/)
* cloud based, easy to use and customize and highly affordable
* manage all your contacts, leads, accounts, sales pipeline, forecast and customer activities from one place
* keep track of your KPIs and activities with customizable reports and dashboard
* By integrating all your business tools in one place and automating your workflow SutiCRM helps you to simplify your sales process and grow revenue
* HAS:
  * Marketing
  * Sales
  * Invoices / Quotes
  * Orders / Inventory
  * Contracts
  * Surveys
  * Social
  * Support Desk
  * Analytics
  * eSignature
  * Documents
  * Travel Expenses
  * SSO
* Marketing Automation
  * Prospects
  * Campains
  * Custom email templpates
* Reports and Analytics
  * Real-time reports
  * Dashboards
* Activity Management
  * Tasks
  * Notes
  * Documents
  * Call logs
  * Events
* Inventory Management
  * Suppliers
  * Purchase orders
  * Receipts
    * Book issues
    * Inventory reports
  * Sales Automation
    * Lead, accounts, and contracts
    * Products
    * Opportunities and forecasts
    * Quotes
    * Sales order and invoicing
  * Service Management
    * Contracts
    * Case and resolutions
    * Customer profiling
    * Knowledge base
    * Service reports

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## [Agile CRM](https://www.agilecrm.com/project-management)
* [w3bCRM – W3B Management Solutions](https://www.w3bcrm.biz/lp/)
* We were dissatisfied with the current project management tools on the market, both within other CRMs and stand-alone products, so we've actually just launched a project management tool within Agile CRM. It uses a simple drag-and-drop, one-click interface. To keep it as simple as possible, I just click-through to contact profiles (which display previous emails, deals and related projects, customer history in terms of interaction with your app and emails, etc.) rather than using the "notes" tool, but some users like to add manual notes as well.

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## [W3B CRM](https://www.w3bcrm.biz/)
* one stop solution for all your management needs and, from the moment you begin collaborating with us, we will customize everything according to your needs
* three main sections: CRM/Sales, PM (Project Management) and Online Invoicing and they are so well interlinked

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## [SuiteDash](https://suitedash.com/)
* We use SuiteDash, which not only gives us PM, but a whole host of other solutions, which not only saves us time, but also money... lots of money.
* To date, we are utilizing PM, CRM, invoicing, client portals, in-house chat, their auto-generating contracts tool, task timers that auto-gen into invoices, and a few others I can't recall.

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## [TeamWave](https://www.teamwave.com/)
* an integrated suite of business apps (Project Management, CRM and HRMS)
* has been built by adopting the workflow and features of Best of Breed apps.

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## [WORKetc](https://www.worketc.com/)
* combines CRM, PM, Billing, and help desk software into one application

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## BPMonline XRM
* [BPM+CRM Software for marketing, sales and service – bpm’online](https://www.bpmonline.com/)
* A good example is BPMonline XRM. The system provides all the features of standard CRM solution and, beyond that, has an inbuilt project management module.

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## [kpi.com – Business Apps](https://www.kpi.com/wp-signup.php?new=kpi.com)
* Try Web-based (SaaS) Simple-ERP solution | KPI.com, we have combined CRM/PM/HRMS solutions.

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