Project Management CRM

A single platform to manage sales and projects

Combine sales, tasks, and project management in one CRM system to save time and ensure clear visibility throughout the project lifecycle. Win deals and manage projects — all in the same tool.

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4.8/5 based on over 1,000 reviews

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Why choose NetHunt CRM
for project management?

It’s all-in-one project management and CRM software that unifies customer management and project tracking, keeping teams organized, automating workflows, and ensuring timely project delivery.

Customizable project boards

Tailor your project stages and fields to suit your workflow. With NetHunt CRM, you can customize any object in the CRM to meet your specific project management needs, ensuring flexibility and control.

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All tasks at a glance

The Kanban board is an essential tool for managing your workflow. Assign tasks, change responsible managers, and collaborate with your team within each task. Managers can easily track project progress and see team workload.

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All project context in one place

Get a comprehensive view of every project with all relevant details — comments, files, chats, or tasks — in one centralized location. With full context, your team can make informed decisions and execute tasks more efficiently.

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Automations

Set conditions, and the system will automatically assign tasks, change responsible managers, and update statuses. Automations save your team valuable time, ensuring workflows move forward without manual intervention.

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Instant response to customers

Stay connected with your clients in real time. With all customer interactions and project data in one place, you can respond to customer queries instantly, improving satisfaction and keeping projects on track.

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Reminders

Never miss a deadline or task again. If a project task hasn't been worked on in a while, the system will send reminders to the responsible team member or notify the manager. Stay on top of every detail, from material purchases to client follow-ups.

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Benefits of using CRM and
project management in one platform

A CRM with project management tracks customer interactions and tasks in one place, reducing the number of tools and improving operational efficiency.

Initiate new projects as soon as a sales activity is triggered

Easily transition from sales to project execution by launching projects immediately after a deal is closed, ensuring no time is wasted.

Save time with automation

Automate repetitive tasks and workflows, allowing your team to focus on high-impact activities that drive business growth.

Save costs

Reduce overhead by consolidating CRM and project management tools, eliminating the need for multiple platforms and improving operational efficiency.

Ensure project transparency with clear timelines and responsibilities

Keep everyone on track with transparent project timelines and clearly defined responsibilities, ensuring smoother collaboration and timely delivery.

Get customer sales data, communication, and associated tasks for a 360° view

Access all relevant customer information — sales data, communication history, and tasks — in one place to make informed decisions and improve project outcomes.

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Is CRM for project management right for you?

Managing projects while keeping up with customer relationships is challenging. If you face these issues, NetHunt CRM can help.

The challenge

  • Using too many tools? Switching between apps slows work and creates confusion.

  • Losing track of progress? Missed deadlines and scattered data hurt efficiency.

  • Poor team collaboration? Miscommunication leads to delays and mistakes.

  • Sales-to-project handoffs fail? Key details get lost, delaying project execution.

  • Hard to scale operations? Growing teams struggle with disconnected workflows.

The solution

  • One platform for everything Store customer data, manage tasks, and track projects in a single system.

  • Clear project dashboard View all tasks, deadlines, and project updates
    in one place.

  • Shared workspace Assign tasks, share updates, add notes, and keep everyone aligned.

  • Instant handoff Convert closed deals into projects with assigned tasks and customer history.

  • Scalable & flexible Automate repetitive tasks and standardize processes as your business expands.

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Integrate your all-in-one CRM and project management with your favorite tools

A Cloud-Based CRM and Project Management Solution that connects with your favorite tools to keep workflows smooth and data in sync..

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Questions you may have

FAQ about CRM and project management

What is CRM in project management?

CRM in project management combines customer relationship tools with project management capabilities. It helps teams deliver projects on time and within budget by tracking customer feedback, aligning tasks, and improving cross-department collaboration to strengthen client relationships.

What is the difference between CRM and project management software?

CRM manages customer relationships, sales, and lead tracking, while project management software focuses on task planning, resource management, and timely delivery of projects.

Why use a CRM with project management features?

Using a CRM with project management features unifies sales and project execution, automates repetitive tasks, tracks milestones, and improves collaboration across sales, customer service, and project teams. Additionally, it saves costs by eliminating the need for separate tools.

Does a company need a CRM and a project management software?

Not always. A combined CRM with project management features can handle both sales and project workflows, eliminating the need for separate tools.

What is the process for project management CRM implementation?

The process includes selecting a CRM, customizing it to your business needs, training your team, importing data, and seamlessly integrating it into your daily workflows. Additionally, you’ll need to configure project stages and establish workflows to efficiently manage projects within the CRM.

Manage sales and projects effortlessly — one platform, full visibility, no missed deadlines.

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Looking forward to helping you explore NetHunt CRM!